On Episode 692 of The Core Report, financial journalist Govindraj Ethiraj talks to Nandivardhan Jain, CEO at Noesis Capital Advisors.
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SHOW NOTES
(00:00) Stories of the Day
(01:29) Foreign investors are dumping stocks like no tomorrow
(06:23) Why gold and silver imports are rising despite high prices
(09:14) India signs a trade agreement with four European nations including Switzerland and Norway.
(10:16) India’s economy needs to expand at an extraordinary 12.2% pace each year to solve its underemployment crisis, Morgan stanley has said
(12:14) Why hotels are springing up near airports across India
(23:13) Air Travel and Cargo Demand Show Robust Growth, IATA Reports, even as jet fuel prices continue to fall

FIIs Are Selling:

Markets are in a holiday-shortened week and have fallen eight straight sessions. Sensex and Nifty are down 3 percent. September saw slight gains but sentiment is weak. Foreign investors are set for record selling with over 16.8 billion dollars pulled. Drivers include US tariffs, H1B issues, high valuations and money shifting to China.

China and Israel markets are hitting highs. Profits for Indian companies may rise only 5 percent in 2025. The rupee has dropped 3.7 percent this year to a record 88.80 and has lagged Asian peers. Nifty 50 has trailed Asia Pacific benchmarks for five months.

Indian stocks remain expensive. Domestic institutions invested 66 billion dollars but mostly cushion selling. Premiums over Asia are at a two-year low. Some expect a turn. Nifty is up 4 percent this year but down year-on-year.

Sensex closed at 80,267 and Nifty at 24,611. In eight sessions they lost 2,746 and 813 points. Midcaps and small caps were flat. Israel markets hit highs on Gaza peace hopes. The rupee saw its fifth monthly fall and is down 5 percent in five months.

Gold And Silver Prices Are Rising:

Gold and silver imports jumped in September as jewellers stocked up for festivals and tax changes. India imported 64 tonnes of gold and 410 tonnes of silver. High imports may support prices as China slows. Jim Rogers says distrust in paper money is pushing people to metals. He holds gold and silver and expects gains. He is cautious on equities and bullish on copper.

Good Monsoons:

India saw its strongest monsoon in five years with above-average rainfall. Better crops could ease food inflation.

Trade News:

A trade deal with Switzerland, Norway, Iceland and Liechtenstein begins today. Tariffs will drop on most exports while key sectors stay protected.

India needs faster growth to cut unemployment, says Morgan Stanley. Youth joblessness is high and many underemployed.

Airport Hotels:

Airport hotels in Delhi, Mumbai and Bangalore are growing as business hubs. Congestion and corporate travel are driving demand. Nandivardhan Jain of Noesis says airport zones are becoming commercial ecosystems.

Cargo Demand Is Up:

Global air cargo has grown six months in a row. Demand rose in August. Trade is shifting to Asia, Europe, Africa and the Middle East. High-value goods are using air to avoid tariff risks. Jet fuel prices are lower and passenger demand strong.

Thanks for watching The Core Report with Govindraj Ethiraj. Stay tuned for deeper insights on foreign investors, Indian stocks, market trends, trade deals and economic shifts. Subscribe for updates on FIIs, gold prices, jobs data and global markets. Your support helps us bring credible business news that matters.

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