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 proposalsListeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube