4850: Brokerages bullish on stocks, festive cheer lifts consumer spirits & Indian students seek new shores episode artwork

EPISODE · Oct 7, 2025 · 4 MIN

4850: Brokerages bullish on stocks, festive cheer lifts consumer spirits & Indian students seek new shores

from Moneycontrol Podcast · host moneycontrol

Indian stocks are in a funk right now even as brokerages remain bullish, expecting a turnaround in market sentiments over the coming quarters. Investor Adrian Mowat tells us that China will outperform India for the balance of 2025, as New Delhi reels from punitive US tariffs and the visa squeeze. Also, Seacoast Shipping Services’ claims that funds were diverted to pay ransom, in a story that is nothing short of a thriller. Besides: festive season cheer is lifting consumer spending, Indian students are looking for greener pastures and all eyes are on the MPC meeting next week.

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4850: Brokerages bullish on stocks, festive cheer lifts consumer spirits & Indian students seek new shores

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