On Episode 299 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, veteran market analyst and founder of Equinomics Research as well as Rafeeque Ahmed, chairman of the Farida Group.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Markets are holding higher, valuation fears spread.
• (03:54) Why you should worry about price to earnings ratios
• (15:42) RBI transfers 2.1 lakh crore to Govt, much more than expected
• (17:37) Indians are blowing more money travelling overseas, despite more restrictions.
• (19:03) Order books for India’s exporters have jumped in recent months. What is driving this?

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