#931 Stocks Have Had A Good Week

#931 Stocks Have Had A Good Week

July 19, 2026 · 36 min · Episode 931

About this episode

The episode discusses the recent performance of stocks and features insights from financial experts on various economic topics.

On Episode 931 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikit Popli, Partner, Indirect Tax and Incentives at KPMG as well as Shub Bhowmick, Co-founder and CEO at Tredence. We also feature an excerpt from Episode 4 of our Series Eye on Retail in partnership with Flipkart. SHOW NOTES (00:00) The Take (05:57) Stocks Have A Good Week But May Not Survive The Resumption Of War. (06:50) Banking, Reliance Results Come In Strong. (08:54) What Will The 127,000 Crore India Semiconductor Mission 2.0 Outlay Deliver? (16:40) How Does Agentic Commerce Work And What Determines Its Effectiveness? (26:58) Chinese AI Company Moonshot Released Kimi K3 Friday, Claiming Benchmarks Comparable To Top US LLMs. (28:13) Can India’s $60 Billion E-Commerce Market Drive Consumption? Check out our power tracker ⁠⁠⁠⁠⁠⁠https://cleanpower.thecore.in/⁠⁠⁠⁠⁠⁠ For more of our coverage check out…

People in this episode

Host: Govindraj Ethiraj

Guests: Nikit Popli, Shub Bhowmick

Topics covered

Keywords

Mentioned in this episode

Organizations: KPMG, Tredence, Flipkart

Products: Kimi K3

Places: India, China

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