About this episode

The episode discusses how Indian markets are influenced by global uncertainty and economic disruption, featuring insights from financial experts on navigating market risks and opportunities.

India Market Risks and New Opportunities Explained on The Core Report Weekend Edition with Govindraj Ethiraj explores how Indian markets, global uncertainty and economic disruption are shaping investors, businesses and professionals. As market volatility rises, India faces faster economic cycles, geopolitical risk, AI disruption, supply chain shifts, defence spending, climate change, global investing and changing investor behaviour. In this episode, Financial Journalist Govindraj Ethiraj leads a sharp conversation with Radhika Gupta of Edelweiss Mutual Fund and Navneet Munot of HDFC AMC on how India can navigate market risk and find new opportunities in a world where old assumptions may no longer work. The discussion explores why diversification matters, why Indian investors may need to think beyond traditional equity and debt, and how global markets, US technology, China, emerging markets and India’s growth story are changing the way capital moves. Radhika Gupta explains why resilient portfolios matter more than chasing market noise, while Navneet Munot breaks down why uncertainty, momentum and economic disruption are now central to understanding financial markets. This is not a…

People in this episode

Host: Govindraj Ethiraj

Guests: Radhika Gupta, Navneet Munot

Topics covered

• India market risks
• economic opportunities
• investment strategies
• geopolitical risk
• AI disruption
• financial markets
• portfolio management

Keywords

• market volatility
• diversification
• economic cycles
• investor behavior
• capital movement
• resilient portfolios
• financial services

Mentioned in this episode

Organizations: Edelweiss Mutual Fund, HDFC AMC

Places: India, US, China, emerging markets

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