On today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Sahai, CEO of the Federation of Indian Export Organisations as well as Ajai Chowdhry, co-founder of HCL, and advisor to the Government’s India Semiconductor Mission.

SHOW NOTES

• [00:55] India’s exports decline for 4th month in a row as a global economy slowdown takes grip with Ajay Sahai
• [09:00] Why this value investor bet on an ITC stock in 2020
• [13:04] India’s semiconductor plans are ambitious but how strong is the business case? with Ajai Chowdhry
• [18:25] The Microsoft stock is on fire as it lines up a strong suite of generative artificial intelligence into its suite of products

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