44: What are key risks threatening to halt Indian markets rally?
All Things Markets
English - October 08, 2020 03:35 - 17 minutes - 16.3 MB - ★★★★★ - 1 ratingNews Commentary News industry news fmcg construction stocks banking rbi bse aadani financial news financials Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: 43: Will retail flows sustain as markets turn choppy
Expectations of better September quarter corporate earnings, improvement in domestic economic macro data, and strong global markets have improved investor sentiments. However, now negotiations are halted for additional US stimulus until after the election. Besides the US elections, Bihar elections in India is going to bring some volatility. Are these one -time blips or key risks staring to halt the robust rally in Indian markets. To understand that, I am in conversation with Dhiraj Sachdev, Managing Partner, CIO, Roha Asset Manager