On today’s episode, financial journalist Govindraj Ethiraj talks to Vivek Kumar of QuantEco Research as well as Rama Bijapurkar, consultant on all things consumer markets and director on boards of leading companies.

SHOW NOTES

• (00:00) Stories Of The Day
• (04:12) High tax collections, base effect takes India Q3 GDP to 8.4%, beats all estimates.
• (14:23) Tata’s lead Rs 126,000 crore worth semiconductor projects to kick off in next 100 days.
• (15:47) India’s electronics exports to the US, as a ratio of China’s, tripled last year. 
• (17:21) Are Indian companies giving up on mass market products too soon in shift to premiumisation?
• (25:56) Why Hong Kong has had the world’s worst-performing major stock market in a quarter of a century.

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