
The episode discusses the impact of RBI forex moves on bank stocks and features insights from Neil Shah of Counterpoint Research.
On Episode 897 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President Research & Co- Founder at Counterpoint Research. SHOW NOTES (00:00) Stories of the Day (01:29) Indian stocks no longer feature in the Top 10 of the MSCI EM index (05:17) Bank stocks Take Up Indices on RBI Forex Moves (06:19) TCS says will hire less as AI agents and employees will work jointly (09:55) Fitch lowers growth projections for India to 6.4% (13:58) How hunger for storage memory is upending the smartphone market in more ways than one (25:17) Heatwaves have cut productivity of India’s leading garment industry factories Subscribe to How India’s Economy Works - Spotify | Apple | Youtube For more of our coverage check out thecore.in…
Host: Govindraj Ethiraj
Guest: Neil Shah
Organizations: Counterpoint Research, TCS, Fitch
Places: India
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