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India’s Reinvention: Markets, Money and Media
The Weekend Playlist
In partnership with
Good Morning,
The future never arrives all at once — it shows up in signals and this edition brings three of them.
From Devina Mehra’s hard reset on how Indians should think about risk and equity investing, to Sahamati Labs’ blueprint for how Open Finance can unlock credit and financial access at population scale, to Ram Madhvani and Vikram Malhotra reimagining cinema through AI and immersive experiences — the message is the same:
India isn’t just participating in the next wave of change.
It’s architecting it.
Across capital markets, financial infrastructure and storytelling, long-held assumptions are breaking — and new systems are being built in their place. This newsletter unpacks those shifts directly with the people shaping them.
WEEKEND EDITION
Why Emotional Investing Fails — Even in a Bull Market
Most investors don’t lose money because they choose the wrong stocks.
They lose because they get attached to them.
In this Weekend Edition of The Core Report, Financial Journalist Govindraj Ethiraj sits down with Devina Mehra (Founder & CMD, First Global) to talk about a trap almost every investor has fallen into — ignoring what the data says because you “believe” in a stock.
And the timing couldn’t be better. The Sensex and Nifty are brushing up against record highs, small caps are still buzzing, and Twitter finance is in full celebration mode. Yet, as Devina points out, most real portfolios are not anywhere near all-time highs. Because markets don’t rise smoothly — they’re lumpy, uneven and often brutal.
If you’re an India-based professional trying to make sense of this market cycle — especially after September 2024 and heading into 2025 — this conversation is the reality check you probably need.
INDIA ENERGY WEEK 2026
India Energy Week returns for its 4th edition from 27–30 January 2026 in Goa, held under the patronage of the Ministry of Petroleum & Natural Gas and co-organised by FIPI and DMG Events.
As India advances its role in the global energy transition, the event will bring together policymakers, industry leaders and innovators to shape practical pathways toward a secure, sustainable and affordable energy future.
IEW 2026 will spotlight India’s leadership in balancing energy access with decarbonisation, while showcasing strategic investments, emerging technologies and global partnerships driving the next era of energy progress.
MANTHAN BY SAHAMATI
How India Is Rewriting the Future of Finance
This edition brings you a deep and timely conversation on how India is reshaping the future of finance — not just domestically, but globally.
We feature insights from:
🔹 Kiran Gopinath — Head of Sahamati Labs & Chief Innovation Officer, Sahamati
🔹 Gabriel Bizama — Head of Research, Sahamati Labs
Here’s a snapshot of the ideas explored:
India’s leadership in Open Finance
How India has evolved from digital inclusion to becoming the world’s reference model for interoperable financial ecosystems.
The Account Aggregator ecosystem’s exponential scale-up
What has driven its success so far — and the next set of unlocks that could transform access to credit, insurance and wealth products.
The role of Sahamati Labs
A look inside the mission and the breakthrough experiments underway to strengthen user consent, governance and innovation at scale.
If you're interested in fintech, policy, digital infrastructure, innovation, global finance or the future of money, this discussion delivers depth, clarity and direction — directly from the leaders building the ecosystem.
THE CORE QUIZ
Which companies are behind the major AI data-centre investments planned for Visakhapatnam? |
THE MEDIA ROOM
The Future of Storytelling: AI, VR & Data in Indian Cinema
In the latest episode of The Media Room, host Vanita Kohli-Khandekar sits down with two industry powerhouses — filmmaker Ram Madhvani and producer Vikram Malhotra — for a conversation that cuts right to the heart of the next big shift in cinema.
Inside the Conversation
Cinema Beyond Screens
Ram Madhvani shares his audacious vision of “making your temple the theatre” — VR-driven spiritual and cultural film experiences at destinations like Tirupati, Shirdi and Ajanta–Ellora.
AI as a Creative Partner, Not a Replacement
Vikram Malhotra explains the mission behind aiON — a human-first, AI-empowered creative studio designed to transform production workflows.
Tell us in the comments: Is AI a gift or a threat to creativity?
MESSAGE FROM OUR SPONSOR
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