On Episode 349 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Shubadha Rao, founder of QuantEco Research as well as Himanshu Parekh, partner at KPMG in India.

SHOW NOTES

• (00:00) The Take: The Gold Mirage
• (04:21) Can stock markets hold the bounce back?
• (06:01) The AI Euphoria, how long will it last?
• (07:44) Cement industry sees more consolidation as capacity stays far ahead of production
• (10:20) An economy plus tax forward overview from the Union Budget’s proposals

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