The Whiplash Economy Is Reshaping Investing In 2026 | Govindraj Ethiraj | The Core Report

Описание: On Episode 793 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre. We also feature an excerpt from our recent interview with Nitin Saini, Vice President – Marketing at Mondelez India (Full video is available on youtube).
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SHOW NOTES
(00:00) Stories of the Day
(05:09) The markets will have to decipher a fresh set of India-US deal announcements.
(08:48) India is pushing back on areas like corn and soybean in India-US deal.
(12:06) What can we take away from the critical political optics of the India-US deal.
(20:34) Behind Mondelez’s success in driving brands like Cadbury and Oreo in Indian markets

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The Take- The Whiplash Economy:

Market gravity is reasserting itself without warning. Bitcoin posts its worst weekly fall in over three years, down 16 percent to about 70,000 dollars and 45 percent below its peak, with no clear cause. At the same time the Dow Jones crosses 50,000 even as global tech stocks lose nearly a trillion dollars in their sharpest drought since the launch of ChatGPT. Software and IT stocks, including in India, are pressured by fears that new AI tools and revelations from Anthropic could disrupt traditional business models.

That stress is spreading to metals. Indian investors who rushed into gold and silver now face violent swings as ETFs slide and speculative funds exit. Silver retreats sharply from recent highs after a surge of small investors entered the trade, often guided by social media momentum. As retail investors scramble, large traders build positions against the rally. Volatility now reaches even traditional safe havens. Swings are deeper and more punitive. Investors should exercise caution and focus on assets they truly intend to hold rather than speculation.

A Good Week:

Indian stocks record their best week in months as a long awaited India US trade framework lifts sentiment and softens earlier tech driven fears. Nifty and Sensex gain about 1.5 percent. The interim plan signals tariff reductions and a 500 billion dollar US import program covering energy, aircraft and advanced technology, while talks continue toward a broader pact. The Reserve Bank of India keeps rates unchanged and upgrades near term growth forecasts, though IT stocks remain under pressure from global AI volatility.

Agriculture Imports:

India plans to open parts of agriculture to cheaper US imports, lowering some costs while pressuring select farm sectors and protecting key staples. The agreement includes tariff changes and quota concessions on specific products and reflects complex negotiations under global pressure. As wider implications unfold, insights from Indrani Bagchi show how India is balancing economic priorities with diplomacy.

And Chocolates…:

Cadbury owner Mondelez accelerates expansion of Cadbury and Oreo in India’s fast growing consumer and ecommerce market. In a studio discussion Nitin Saini outlines how brand strategy and digital demand are shaping growth.

In The Whiplash Economy reshaping investing in 2026 Govindraj Ethiraj on The Core Report unpacks the India US trade deal market volatility Bitcoin AI driven tech shifts and Indian stocks. Stay ahead with sharp insights on investing business news and global markets that could change your portfolio and perspective.

#Investing2026 #IndiaUSTradeDeal #MarketVolatility #TheCoreReport #TheCore

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