AI fear wave and IT sector repricing

Govindraj explains how AI worries have shifted from gold rush to SaaSpocalypse, hitting Indian IT stocks hard.

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Episode notes

On Episode 797 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, VP Commercial at Pharmarack AWACS as well as Aditi Nayar, Chief Economist and Head of Research & Outreach at ICRA.

SHOW NOTES

(00:00) Stories of the Day

(01:00) The IT fear wave is spreading and bringing down markets

(05:34) IEA lowers global oil demand forecast for 2026

(06:11) India’s inflation index has thrown out VCRs and VCDs and brought in new constituents. At 2.75% what does it mean?

(18:31) Why India’s weight loss drug market could explode in a few months

(25:04) Google issues a 100year bond, adding to fears of AI exuberance

https://tinyurl.com/IFIFCORE

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