On Episode 310 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, managing director of DRChoksey FinServ, Dipen Mehta, founder director at Elixir Equities as well as Viktor Katona, lead crude analyst at Vienna based energy intelligence firm Kpler.

SHOW NOTES

• (00:00) Stories Of The Day
• (02:36) The stock markets fall close to 6% as BJP is forced into a coalition to govern
• (04:49) Why did the markets fall so much and what stocks led the fall?
• (12:22) As markets look beyond Modi stocks, what are the new investment themes going forward?
• (22:56) Oil prices are still falling, which is good news for India too. What is driving it and how long could it remain low?

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