Crude Oil Falls Below 73: What It Means for India Economy?.Brent crude oil has slipped below $73 a barrel and that could be a game changer for the India economy. Lower crude oil prices can ease inflation, improve India’s current account deficit, strengthen government finances and even create room for lower fuel prices in the months ahead.But is this the beginning of a new oil cycle or just a temporary pause in the West Asia crisis?In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with leading economists and energy experts Rajani Sinha of CareEdge Ratings, Somashekhar Vemuri of Crisil Ratings and Manas Majumdar of PwC to decode what falling crude oil prices mean for India’s GDP growth, inflation, rupee, stock market, fuel prices and corporate earnings.CHAPTERS:(01:35) What Lower Crude Prices Mean for India(05:04) Oil Supply, OPEC and the Risk of Oversupply(07:27) How Crude Prices Affect India’s Current Account(09:13) Why Services Exports and Remittances Matter(10:36) When Petrol and Diesel Prices Could Fall(14:05) How Much Pressure Can Corporate India Avoid? (18:48) How India’s Economy Is Adapting to Shocks(22:26) India’s Oil Supply Diversification (24:38) Demand Management and the Return of Consumption(25:45) Where Private Capex Is Still Happening(28:04) What Could Support the Rupee(29:37) The Two Risks to Watch: Monsoon and West Asia (31:07) Oil, Gas and India’s Energy Resilience(32:54) The Broader Economic OutlookIf you follow business news, stock markets, the Indian economy, global energy markets, investing or geopolitics, this conversation will help you understand why crude oil prices matter to every Indian household and investor.Subscribe to The Core for deep conversations on business, economy, markets and policy that shape India’s future.Crude oil falls below $73 and the India economy could feel the impact. Watch Govindraj Ethiraj on The Core Report decode what lower Brent crude oil and oil prices mean for inflation, GDP growth, rupee, stock market, fuel prices and corporate earnings, and why the West Asia crisis still matters.#CrudeOil #IndiaEconomy #OilPrices #BrentCrude #TheCoreReport #TheCore

India’s stock market through a bottom up investing lens is the focus of this episode of The Core Report Special Edition, where financial journalist Govindraj Ethiraj is in conversation with Rakesh Vyas, CIO & Portfolio Manager at Quest Investment Managers.

Where will India’s next stock market returns really come from?

Beyond oil prices, geopolitics, inflation, the rupee and global uncertainty, this conversation looks at India’s equity market from the ground up. Rakesh Vyas breaks down the sectors and themes that could shape India’s next phase of market returns.

The discussion covers banks, lending and financialization of savings, along with consumption, premiumization and retail growth. It also looks at energy, power transmission and manufacturing as India prepares for higher demand, more capex and a stronger domestic growth cycle.

Can lending become the one sector that connects India’s consumption story, energy investment and financial savings boom? Are Indian market valuations fair, expensive or still attractive? And will corporate earnings growth matter more than market hype?

CHAPTERS:

(01:52) Where Equity Returns May Come From Next

(06:45) Why Lending Could Lead India’s Financialisation Story

(10:26) The Big Shift in Indian Consumption

(12:50) Why Premiumisation Is Still Early

(14:47) Energy Demand, Power Capex and Transmission

(19:05) Why Solar Equipment Stocks Face Pressure

(21:31) Why IT Sector Has Been Underweight

(24:24) Why IT Services Still Have a Role in AI

(25:09) How Lending Connects India’s Big Growth Themes

(26:36) What Investors Should Expect From Markets

(28:14) Are Earnings Finally Set to Recover?

(30:31) The Biggest Risks for Indian Markets

(32:04) Manufacturing and Exports as the Next Big Opportunity

(33:59) Are Indian Markets Fairly Valued?

The episode also explores IT services, AI, GCCs, exports, pharma and manufacturing as long term opportunities for India’s equity market and the broader Indian economy.

Watch the full conversation for a sharper view of India’s stock market, bottom up investing, equity market trends and India’s next growth opportunities.

#IndiaStockMarket #StockMarketIndia #EquityMarket #IndianEconomy #TheCoreReport #TheCore

Why is India’s FDI falling despite its growth story, and why is India struggling to attract foreign investment at the scale its economy needs?

In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Ketan Dalal, Managing Director, Katalyst Advisors, and Sudhir Kapadia, Senior Board Advisor and Ex-National Tax Leader at EY India, to unpack India’s foreign direct investment challenge.

The conversation looks beyond the headline FDI numbers to understand what is really happening to foreign investment in India. Is the fall in net FDI a warning sign, or does it partly reflect successful investor exits? Why are gross FDI, private equity flows, foreign portfolio investment, outbound investment, rupee pressure, and dollar inflows all part of the same larger story?

Ketan Dalal explains why India’s real FDI problem may lie in on-ground constraints such as land availability, industrial clusters, logistics costs, power, judicial delays, policy uncertainty, and ease of doing business. Sudhir Kapadia explains why tax certainty, capital gains treatment, withholding tax, sovereign wealth funds, pension funds, and long-term policy stability matter if India wants patient foreign capital.

The discussion also explores why India needs more strategic FDI in manufacturing, not just private equity-led investment or secondary buyouts. From AI and semiconductors to green energy, GCCs, infrastructure, global supply chains, and sector-led policy focus, the episode asks what India must do to turn its growth story into a stronger foreign investment story.

Can India unclog its FDI pipeline and make foreign investors more confident about investing in India?

#IndiaFDI #ForeignInvestment #IndianEconomy #FDI #TheCoreReport #TheCore