On Episode 723 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Prasad, Managing Director & Co- Head at Kotak Institutional Equities.

SHOW NOTES

(00:00) Stories of the Day

(00:48) Why the more sceptical market analysts are changing their mind on Indian markets

(04:59) Is the US taking a step back from its aggressive stance on tariffs globally, including India?

(07:34) Britannia sees another sudden CEO resignation

(09:32) Are Indian investors selling their mutual funds to fund their purchases, including for festivals?

(11:15) Picking new investment themes as 2025 comes to an end

FULL EPISODE ft Sanjeev Prasad

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