#630 The Hidden Risks in India’s Top Consumer Brands Revealed

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 overvaluedHow new-age competitors, private labels, and e-commerce are disrupting the consumer landscapeWhat most investors misunderstand about mutual fund flows and return expectationsHow shifts in consumer behavior and distribution are changing growth trajectoriesWhich sectors still offer long-term value in 2025Sanjeev 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.Like, comment, and subscribe to The Core Report Weekend Edition for original, independent business analysis.Check out more on thecore.inSubscribe to our NewsletterFollow us on: Twitter | Instagram | Facebook | LinkedIn | YouTube