Welcome to The Core Report Weekend Edition with Govindraj Ethiraj. In this episode, veteran market expert Sanjeev Prasad offers an eye-opening take on the growing disconnect between consumer brand valuations and real business fundamentals.

We explore:

• Why popular Indian consumer brands like HUL and Nestlé may be severely overvalued
• How new-age competitors, private labels, and e-commerce are disrupting the consumer landscape
• What most investors misunderstand about mutual fund flows and return expectations
• How shifts in consumer behavior and distribution are changing growth trajectories
• Which sectors still offer long-term value in 2025

Sanjeev Prasad explains why the old investment playbook may no longer work in a market where sentiment outweighs fundamentals.

Don't miss this deep-dive conversation that challenges the prevailing narratives around equity investing in India today.

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