
#956 India’s Next Investment Boom In AI, Defence And Metals | Govindraj Ethiraj | The Core Report
India’s next investment boom could be emerging across AI infrastructure, defence and metals. In this episode of The Core Report Special Edition, Abhay Laijawala, MD & Chief Investment Officer, India, Lighthouse Canton, joins financial journalist Govindraj Ethiraj to explain the biggest investment opportunities shaping India’s stock market and economy in 2026.From data centres and AI infrastructure to defence manufacturing, copper, silver and aluminium, Laijawala explains why the next investment cycle may look very different from the one investors have just lived through.India may not dominate…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.