India Stays Tactical On Tariffs, But Modi's Cosies Up To Trump
Meanwhile, Elon Muskβs Tesla is seeing tough times with low sales and anger over his actions as part of the US administration.
While it makes sense for India to negotiate the best deal it can with the US on tariffs, Modi's trashing of the UN in his American podcast debut, echoing the isolationist streak in MAGA Republicanism, doesn't.
Meanwhile, Elon Musk is having a hard time selling Tesla these days. By TK Arun
21.03.2025 09:03 β π 0 π 0 π¬ 0 π 0
YouTube video by The Core
Midcaps Skyrocket! Best Day In 9 Months β Whatβs Driving The Rally? | Govindraj Ethiraj | The Core
Can India have BYDβs 5-minute and 400 km EV charging breakthrough? Elon Muskβs Starlink partnered with Jio & Airtel to bring Satellite broadband to India. Where and how do we really need it? And more!
Tune in to today's episode of The Core Report #podcast for in-depth analysis and expert insights.
20.03.2025 04:26 β π 0 π 0 π¬ 0 π 0
Whatβs Ola Hiding?
Ola Electric faces governance concerns as its largest vehicle registration partner files insolvency petitions, potentially hiding crucial information from investors.
Your morning briefing on markets, businesses, and policies is here! In today's edition of The Core Newsletter
Ola Electric's legal troubles with insolvency petitions expose its financial crisis. It appears that Ola may have suppressed some information from its investors. Salman SH decodes the news.
19.03.2025 04:21 β π 0 π 0 π¬ 0 π 0
#indianstockmarket #indiabusiness #podcast #EV
19.03.2025 03:57 β π 0 π 0 π¬ 0 π 0
YouTube video by The Core
Julius Baer Bets On India & China Over US Stocks! | Govindraj Ethiraj | The Core Report
Markets build on a relief rally as bottom fishing kicks off. How is India preparing for heat waves? And why BYD's 5-minute charging power could be a game change for the EV industry?
Listen to the latest episode of The Core Report with Govindraj Ethiraj for the latest in finance, business, and tech.
19.03.2025 03:57 β π 0 π 0 π¬ 1 π 0
Air Indiaβs Clogged Toilets: Passengers May Not Be To Blame Entirely
While there are instances of passengers stuffing objects down aeroplane loos, the incident with Air India also points to the lack of maintenance.
Indiaβs flag carrier #AirIndia made headlines last week for all the wrong reasons, yet again.
This time it was clogged toilets on the plane that forced Air India Flight 126, en route from Chicago to Delhi, to make a U-Turn.
What happened in the flight and who's to blame? Zinal Dedhia reports.
18.03.2025 09:04 β π 0 π 0 π¬ 0 π 0
#newsletter #businessnews #businessindia #airindia
18.03.2025 05:03 β π 0 π 0 π¬ 0 π 0
Air India's Loo Woes: Who To Blame?
Air India faces another controversy with clogged toilets, raising questions about passenger behavior and airline responsibility in this latest aviation mishap.
Your morning briefing on business news, analysis, and insights is here!
In today's edition of The Core Newsletter, Zinal Dedhia breaks down Air India's clogged toilet episode, which forced the airline to return to Chicago. Are the passengers to blame?
Read the full newsletter for more.
18.03.2025 04:27 β π 0 π 0 π¬ 1 π 0
YouTube video by The Core
Stock Market Rises, But IPOs Are Crashing β Hereβs Why! | Govindraj Ethiraj | The Core Report
Stock Market Rises, But IPOs Are Crashing β Hereβs Why! And Why Is It Better to Buy Gold In India and Not in Dubai?
Tune in to the latest episode of The Core Report with Govindraj Ethiraj for insights and analysis on market trends, business and finance.
#business #stockmarket #businessnews
18.03.2025 04:06 β π 3 π 0 π¬ 0 π 0
DeepSeek AI Brings Trump And His Good Friends Back To Planet Earth
Chinaβs DeepSeek wreaks havoc for US president Donald Trumpβs tech bro friends; will there be a turnaround soon for Indian equities?
The Take by Govindraj Ethiraj: The arrival of China's DeepSeek AI has sent shockwaves across the globe, particularly impacting Trump's tech bros.
Meanwhile, back home, DeepSeek has raised questions about Reliance's billion-dollar data center planned for Gujarat's Jamnagar. Keep reading ‡οΈ
28.01.2025 08:30 β π 0 π 0 π¬ 0 π 0
Four Years, Same Trump?
Were you the same person four years ago? This was the response to a question on what could potentially change for the financial markets with the new Donald Trump presidency that took charge last night...
Almost thirty years after Indiaβs liberalisation and the government relaxing foreign direct investment norms, foreign firms are still choosing to go through the joint ventures route.
What gives?
Read the latest edition of Divergent View by George Skaria
22.01.2025 05:47 β π 0 π 0 π¬ 0 π 0
From today's The Core Newsletter: In the past week, TCS alone lost Rs 85,730 crore in market capitalisation, while Infosys shed Rs 15,861 crore.
What does this mean for India's IT sector?
Read more here: thecoredaily.thecore.in/p/trust-not-range-stalls-indian-evs
20.01.2025 09:59 β π 0 π 0 π¬ 0 π 0
The Gaza Ceasefire Is Good News For Global Economy
A proposed Gaza ceasefire offers hope for peace, reduced oil prices, eased trade logistics, but uncertainties around implementation remain.
A proposed Gaza ceasefire offers hope for peace, reduced oil prices, eased trade logistics, but uncertainties around implementation remain.
Understand the Gaza ceasefire, and other key developments of the week, with TK Arun ‡οΈ
17.01.2025 09:01 β π 0 π 0 π¬ 0 π 0
How Reliance Failed To Resurrect Dunzo
The collapse of the hyperlocal delivery app Dunzo symbolises the growing toll of hyper-competition and unsustainable business models in the consumer Internet economy
The Core's analysis of the day: Dunzo's collapse and how it mirrors the struggles of Reliance Retail.
Dunzo's faltering is a prime example of how Reliance's control-heavy approach can push portfolio companies to the brink, writes Salman SH. Keep reading ‡οΈ
16.01.2025 06:53 β π 0 π 0 π¬ 0 π 0
High Taxes Stall Indian Vessels
In December 2024, the government proposed a new Coastal Shipping Bill in the Lok Sabha, a separate law for coastal shipping that was previously governed under Chapter 14 of the Merchant Shipping Act o...
π° The Core Newsletter is out. Today's top reads are:
- How high taxes are proving to be a hurdle for Indian-flagged vessels
- D'Mart's Avenue Supermarts struggles in the markets
- Why is India's youngest airline, Akasa Air, in trouble again? and why is the Adani Group under the scanner?
15.01.2025 04:32 β π 0 π 0 π¬ 0 π 0
YouTube video by The Core
Stock Market On The Edge: Will It Close In The Green? | Govindraj Ethiraj | The Core Report
Markets' struggles continue. Meanwhile, car sales slow down, expectedly in the small car segment, and more.
Tune in to Episode 481 of The Core Report with @govindraj.bsky.social to get to the bottom of today's key stories.
βΆοΈ www.youtube.com/watch?v=QCXw...
15.01.2025 03:02 β π 0 π 0 π¬ 0 π 0
The Cost Of Quick Commerce
Last month Hindustan Unilever, one of Indiaβs largest fast moving consumer goods (FMCG) companies, announced that it would directly supply to kirana stores, something that could disrupt traditional su...
π° Good morning reader! Here's what we have in today's The Core Newsletter:
β‘οΈ How quick commerce is making supply chain logistics more expensive | Interview with Transport Corporation of India's Vineet Agarwal
β‘οΈ Mid-cap and small-cap shares tumble
β‘οΈ Food inflation continues to remain high. Read on
14.01.2025 04:43 β π 0 π 0 π¬ 0 π 0
Foreign Portfolio Investors from Indian equities see a sharp exodus.
This calls for closer monitoring of macroeconomic trends and policy responses to stabilise foreign investments, according to analysts.
What's driving the outflows? Find out here: thecoredaily.thecore.in/p/diagnostic...
13.01.2025 08:49 β π 3 π 0 π¬ 0 π 0
YouTube video by The Core
β Stock Market Weakness: Is A Midcap Boom Around The Corner? | Govindraj Ethiraj | The Core Report
New episode! In today's The Core Report by Govindraj Ethiraj
π©Ί The Take: Indiaβs Diagnostics Industry Is Going to Grow
π Markets stay on weak footing, will midcaps surprise?
ποΈ What early market trends for 2025 are telling us about stocks
Listen to the full episode for more top updates and insights
13.01.2025 02:26 β π 1 π 0 π¬ 0 π 0
Donβt miss this deep dive into Indiaβs mobile manufacturing slowdown! www.youtube.com/watch?v=2R1g...
Subscribe for daily market insights, economic trends & expert analysis. lnkfi.re/tcr
Sign up for our daily newsletter here. It's free! thecoredaily.thecore.in
10.01.2025 11:52 β π 0 π 0 π¬ 0 π 0
Alluring Promise Of AI To Raise Productivity Rather Than Kill Jobs
In India to announce investments in AI, Microsoft boss Satya Nadella has maintained that it wonβt be a threat to human jobs.
In India, Microsoft's Satya Nadella announced investments worth $3 billion to boost artificial intelligence, maintaining that it wonβt take away human jobs.
TK Arun examines this and other key developments of the week in today's Janus View.
10.01.2025 04:25 β π 0 π 0 π¬ 0 π 0
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ποΈ Every morning, we bring you the best in-depth analysis, exclusive stories, and expert perspectives on India's business, markets, and economic policies.
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10.01.2025 03:59 β π 0 π 0 π¬ 0 π 0
Nadellaβs Alluring AI Promise
Satya Nadella visited India this week to announce a slew of investments in developing AI and AI capability, totalling $3 billion. The maker of chips powering AI, Nvidia, also announced a major expansi...
Good morning! The Core newsletter is out!
π€ AI wonβt be a threat to human jobs, says Microsoft boss Satya Nadella in India. But a recent survey says otherwise.
π Markets hit by the underperformance of two top stocks.
π¦ RBI eased restrictions on several Non-Banking Financial Companies. Read on ‡οΈ
10.01.2025 03:32 β π 1 π 0 π¬ 1 π 0
YouTube video by The Core
Sensex & Nifty Falling! How Bad Will This Market Crash Be? | Govindraj Ethiraj | The Core Report
Episode 477 of The Core Report with financial journalist Govindraj Ethiraj is out!
Tune in for key insights on the latest business, finance, and markets developments.
10.01.2025 02:54 β π 0 π 0 π¬ 0 π 0
Govt Must Keep Pedal Pressed On Public Expenditure: Economist DK Joshi On Economic Slowdown
Although Indiaβs GDP growth is slowing down, agriculture and rural demand drove recovery amid lower government spending.
The SBI on Wednesday revised India's GDP estimates to 6.3%, significantly lower than the 8.2% GDP growth reported in the previous financial year.
βA gradual slowdown was expected, but it turned out to be sharper than expected,β economist DK Joshi said as he discussed factors behind this decline.
09.01.2025 10:33 β π 0 π 0 π¬ 0 π 0
2024 saw India's power output growth slowing down to its lowest since the pandemic.
Manufacturing activity also weakened in December, with the slowest expansion of the year due to softer demand.
Read the full newsletter for more insights: thecoredaily.thecore.in/p/india-s-gd...
09.01.2025 08:00 β π 0 π 0 π¬ 0 π 0
The Core
Get Daily Access To The CEO Briefing Report. Start your day with sharp analysis, crisp insights, and actionable updates on markets, businesses, and policies that matter most.
Our daily newsletter delivers sharp analysis and key updates on markets, businesses and economic policies.
ποΈ Sign up today for free: thecoredaily.thecore.in
We'd love to hear your thoughts on our newsletter! Share your feedback in the comment section or email us at feedback@thecore.in.
09.01.2025 03:30 β π 0 π 0 π¬ 0 π 0
Indiaβs GDP Woes
Recently several organisations have lowered their estimates of Indiaβs gross domestic product (GDP) for the financial year of 2024-25. While the Ministry of Statistics put it at 6.4%, the State Bank o...
Good morning! Here's what we have in todayβs edition of The Core daily newsletter:
π Insights from economist DK Joshi on Indiaβs growth slowdown estimates
π Are small and mid-cap stocks or sectors being perceived as risky?
π Ola Electric is under the scanner again. Why?
Read on:
09.01.2025 03:24 β π 0 π 0 π¬ 1 π 0
Episode 476 of The Core Report with financial journalist @govindraj.bsky.social is out. Here are the top stories and themes of the day.
Listen to the full episode for the latest developments and insights: βΆοΈhttps://lnkfi.re/tcr
09.01.2025 03:12 β π 0 π 1 π¬ 0 π 0