On Episode 364 of The Core Report, financial journalist Govindraj Ethiraj talks to Sunil Thakur, Partner at Quadria Capital.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Markets wait for US interest rate cues
• (01:50) Top 26 fund houses are sitting on nearly Rs 80,000 crore in cash, up 27 per cent from the previous month
• (06:37) India’s import bills rise as the Russian oil honeymoon conclusively ends
• (08:31) Why India’s steel industry is headed for more trouble
• (09:57) From speciality hospitals to contract manufacturing, why big investments are flowing into Indian healthcare companies

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