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The Core brings you exclusive reporting, insights & views on business, manufacturing and technology. thecore.in Podcast: The Core Report: lnkfi.re/tcr The Core daily newsletter: thecoredaily.thecore.in

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The Core @thecore.in · 21/03/2025
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
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India Stays Tactical On Tariffs, But Modi's Cosies Up To Trump
Meanwhile, Elon Musk’s Tesla is seeing tough times with low sales and anger over his actions as part of the US administration.
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The Core @thecore.in · 20/03/2025
Can India have BYD’s 5-minute and 400 km EV charging breakthrough? Elon Musk’s 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.
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Midcaps Skyrocket! Best Day In 9 Months – What’s Driving The Rally? | Govindraj Ethiraj | The Core
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The Core @thecore.in · 19/03/2025
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.
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What’s Ola Hiding?
Ola Electric faces governance concerns as its largest vehicle registration partner files insolvency petitions, potentially hiding crucial information from investors.
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The Core @thecore.in · 19/03/2025
#indianstockmarket #indiabusiness #podcast #EV
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The Core @thecore.in · 19/03/2025
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.
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Julius Baer Bets On India & China Over US Stocks! | Govindraj Ethiraj | The Core Report
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The Core @thecore.in · 18/03/2025
India’s 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.
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Air India’s 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.
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The Core @thecore.in · 18/03/2025
#newsletter #businessnews #businessindia #airindia
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The Core @thecore.in · 18/03/2025
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.
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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.
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The Core @thecore.in · 18/03/2025
Stock Market Rises, But IPOs Are Crashing – Here’s 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
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Stock Market Rises, But IPOs Are Crashing – Here’s Why! | Govindraj Ethiraj | The Core Report
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The Core @thecore.in · 28/01/2025
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 ⤵️
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DeepSeek AI Brings Trump And His Good Friends Back To Planet Earth
China’s DeepSeek wreaks havoc for US president Donald Trump’s tech bro friends; will there be a turnaround soon for Indian equities?
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The Core @thecore.in · 22/01/2025
Almost thirty years after India’s 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
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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...
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The Core @thecore.in · 20/01/2025
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
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The Core @thecore.in · 17/01/2025
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 ⤵️
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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.
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The Core @thecore.in · 16/01/2025
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 ⤵️
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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
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The Core @thecore.in · 15/01/2025
📰 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?
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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...
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The Core @thecore.in · 15/01/2025
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. ▶️ www.youtube.com/watch?v=QCXw...
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Stock Market On The Edge: Will It Close In The Green? | Govindraj Ethiraj | The Core Report
YouTube video by The Core
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The Core @thecore.in · 14/01/2025
📰 Good morning reader! Here's what we have in today's The Core Newsletter: ➡️ How quick commerce is making supply chain logistics more expensive | Interview with Transport Corporation of India's Vineet Agarwal ➡️ Mid-cap and small-cap shares tumble ➡️ Food inflation continues to remain high. Read on
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The Cost Of Quick Commerce
Last month Hindustan Unilever, one of India’s largest fast moving consumer goods (FMCG) companies, announced that it would directly supply to kirana stores, something that could disrupt traditional su...
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The Core @thecore.in · 13/01/2025
With lifestyle diseases rising and diagnostics advancing through AI, 2025 will see India’s healthcare sector grapple with surging demand and a less healthy population. Read The Take by @govindraj.bsky.social here: www.thecore.in/opinion/the-...
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The Core @thecore.in · 13/01/2025
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...
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The Core @thecore.in · 13/01/2025
New episode! In today's The Core Report by Govindraj Ethiraj 🩺 The Take: India’s Diagnostics Industry Is Going to Grow 📊 Markets stay on weak footing, will midcaps surprise? 🗒️ What early market trends for 2025 are telling us about stocks Listen to the full episode for more top updates and insights
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⁠Stock Market Weakness: Is A Midcap Boom Around The Corner? | Govindraj Ethiraj | The Core Report
YouTube video by The Core
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The Core @thecore.in · 10/01/2025
Don’t miss this deep dive into India’s 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
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The Core @thecore.in · 10/01/2025
In India, Microsoft's Satya Nadella announced investments worth $3 billion to boost artificial intelligence, maintaining that it won’t take away human jobs. TK Arun examines this and other key developments of the week in today's Janus View.
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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 won’t be a threat to human jobs.
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The Core @thecore.in · 10/01/2025
🗞️ Every morning, we bring you the best in-depth analysis, exclusive stories, and expert perspectives on India's business, markets, and economic policies. Stay informed with The Core daily newsletter. Sign up for free today and get it in your inbox directly: thecoredaily.thecore.in
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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.
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The Core @thecore.in · 10/01/2025
Good morning! The Core newsletter is out! 🤖 AI won’t be a threat to human jobs, says Microsoft boss Satya Nadella in India. But a recent survey says otherwise. 📉 Markets hit by the underperformance of two top stocks. 🏦 RBI eased restrictions on several Non-Banking Financial Companies. Read on ⤵️
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Nadella’s 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...
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The Core @thecore.in · 10/01/2025
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.
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Sensex & Nifty Falling! How Bad Will This Market Crash Be? | Govindraj Ethiraj | The Core Report
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The Core @thecore.in · 09/01/2025
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. “A gradual slowdown was expected, but it turned out to be sharper than expected,” economist DK Joshi said as he discussed factors behind this decline.
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Govt Must Keep Pedal Pressed On Public Expenditure: Economist DK Joshi On Economic Slowdown
Although India’s GDP growth is slowing down, agriculture and rural demand drove recovery amid lower government spending.
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The Core @thecore.in · 09/01/2025
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...
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The Core @thecore.in · 09/01/2025
Our daily newsletter delivers sharp analysis and key updates on markets, businesses and economic policies. 🛎️ 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.
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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.
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The Core @thecore.in · 09/01/2025
Good morning! Here's what we have in today’s edition of The Core daily newsletter: 📌 Insights from economist DK Joshi on India’s growth slowdown estimates 📌 Are small and mid-cap stocks or sectors being perceived as risky? 📌 Ola Electric is under the scanner again. Why? Read on:
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India’s GDP Woes
Recently several organisations have lowered their estimates of India’s 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...
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The Core @thecore.in · 09/01/2025
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: ▶️https://lnkfi.re/tcr
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The Core @thecore.in · 09/01/2025
Top Headlines - Stock markets fight back a fresh bout of selling but end down - Gold imports fall as govt revises figures - ONGC ties up with BP to boost oil drilling output - Will new tax laws be simpler? - How security threats for APIs, which link almost all our financial transactions, are rising
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The Core @thecore.in · 09/01/2025
📢 New Episode of The Core Report with Govindraj Ethiraj is out! www.youtube.com/watch?v=qofO...
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Fresh Selling Pressure Looms: Can Markets Hold Their Gains? | Govindraj Ethiraj | The Core Report
YouTube video by The Core
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The Core @thecore.in · 08/01/2025
Start your day informed with The Core Newsletter. Here's what you'll get: 🔎 One in-depth analysis of the day's top story 📰 Key business and finance news 💡 Insights from industry leaders 📩 Subscribe for free and get it in your inbox: thecoredaily.thecore.in/
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The Core @thecore.in · 08/01/2025
Despite the risks involved, 2024 saw many companies announcing demergers. The year 2025 has also started with ITC Hotels announcing a demerger from its parent company, ITC. What is driving this trend in India today? George Skaria examines this in the latest edition of Divergent View.
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Demergers Come With Great Risks, India Inc Must Learn From Global Examples
A Bain & Company global study of 350 companies found that a significant number of companies that separated actually destroyed value
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The Core @thecore.in · 08/01/2025
Despite agricultural growth and industrial growth in some parts, and resilient rural demand, the slowdown has been sharper than expected. Economist DK Joshi attributes the slowdown to a decline in government capital expenditure. Here's more: www.thecore.in/podcasts/mar...
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The Core @thecore.in · 08/01/2025
India’s GDP estimate for FY25 is 6.4%, lower than 8.2% in FY24. The government expects agriculture and industry to support 6.4-6.8% growth. In today's episode of The Core Report, Crisil’s D.K. Joshi warned that falling government capital expenditure could affect growth.
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⁠Stock Market On Pause: Where Will It Go Next? | Govindraj Ethiraj | The Core Report
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The Core @thecore.in · 07/01/2025
The US is currently facing a significant shortage of skilled workers in STEM fields, posing a threat to the nation's economic growth and global competitiveness. Limiting H1B visas could worsen this situation. Read Salman SH's report for more.
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Limiting H1B Visas Would Worsen America’s Existing Talent Shortage
Visa restrictions could have far-reaching consequences for industries reliant on cutting-edge technology skills that skilled immigrants, especially Indians, bring to the US.
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The Core @thecore.in · 07/01/2025
What's the story behind the Indian Rupee? Join Bazil Shaikh, author of The Conjuror's Trick: An Interpretive History of Paper Money in India, as he shares intriguing insights on India's currency with host Puja Mehra. 📢 Episode out at 5 pm today at thecore.in. Stay tuned!
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The Core @thecore.in · 07/01/2025
📰 In today's edition of The Core Newsletter: 🚨 Salman SH's report exploring why the H1B visa remains a vital economic link between India and the US Also inside: - Telcos eye further tariff hikes in 2025 - Markets tumble amid new virus concerns - Services sector shows resilience Read on ⤵️
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India-US H1B Debate: What’s at Stake
The fourth edition of The Core’s series, 2025: Through The Trump Lens, delves into the indispensable role of Indian professionals in the US economy, especially amid ongoing H1B visa policy debates. Wi...
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The Core @thecore.in · 07/01/2025
📉 Markets plummeted, the rupee hit a new low, and concerns about the HMPV virus sparked panic in India. But is the alarm justified?😷 Meanwhile, what's making Indian meals, especially non-vegetarian ones, costly? 🥘 🎧 Tune in to the latest episode of The Core Report with @govindraj.bsky.social.
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The Core Report
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
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The Core @thecore.in · 06/01/2025
ICYMI: Many Americans on social media showered praise on the killer of United Healthcare CEO Brian Thompson. Does this reflect a growing appetite for vigilante justice, or is it a symptom of widespread frustration with the US health insurance industry? Tk Arun writes.
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CEO's Killing Brings Up Popular Disgust Against US Health Insurance Industry
The killing of UnitedHealthcare CEO Brian Thompson has put the spotlight back on the structural problems with the health insurance industry in America.
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The Core @thecore.in · 06/01/2025
While Trump's tariff threats pose a significant challenge to exporters, logistics companies also anticipate an indirect impact. However, opinions on the matter are divided. Zinal Dedhia reports.
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Trump’s America First Policy: Stakeholders Divided On How It Will Affect India’s Supply-Chain 2025
Trump’s tariff threats signal aggressive ‘America First’ ambitions, raising questions about India’s trade resilience and global logistics disruption.
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The Core @thecore.in · 06/01/2025
India’s potential growth—the ability to grow sustainably without driving up inflation or external imbalances—is actually 6.5%, not the 7.5% seen over the past two years. Govindraj Ethiraj explains why businesses must look beyond the growth hype narrative this year.
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Beyond the Hype: Why 2025 Demands Careful Moderation in Business Strategy
India enters 2025 with tempered growth expectations and emerging challenges. Businesses must navigate shifting consumption patterns, economic slowdowns, and recalibrate strategies for a year of...
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The Core @thecore.in · 06/01/2025
India's IT and business services drive nearly 75% of the country's services exports, which soared to a whopping $35.7 billion in 2024. But what challenges lie beneath this impressive growth? Read more: thecoredaily.thecore.in/p/india-s-20...
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The Core @thecore.in · 06/01/2025
Get in-depth analysis from industry leaders and comprehensive coverage of business, markets, and economic policies with The Core's daily newsletter. Sign up for free today and receive it in your inbox every morning. 🔗 thecore.in/newsletters/...
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The Core @thecore.in · 06/01/2025
📰 In today's edition of The Core Newsletter: - Beyond the Hype: Why 2025 Demands Careful Moderation in Business Strategy - India’s services exports surpassed goods exports for the first time - Why fast-moving consumer goods companies are gearing up for a challenging year ahead. More here ⬇️
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India’s 2025: Beyond the Growth Hype
What does 2025 hold for us as an economy and for businesses? What are the factors that will determine growth and prosperity in the year ahead? I would like to pose this question differently: What does...
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The Core @thecore.in · 06/01/2025
Stock Market Red Flags? Why Last Week’s Drop Matters For 2025 Listen to the latest episode of The Core Report with Govindraj Ethiraj to get the latest updates on business, markets, and where the Indian economy is headed. ▶️ www.youtube.com/watch?v=3qt3...
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The Core @thecore.in · 06/01/2025
The automotive sector is a classic case of overproducing while ignoring the early signals of slowing down. Tune in for Govindraj Ethiraj's insights on how positive economic narratives can lead to confusing business outcomes. 🔗 www.youtube.com/watch?v=3qt3...
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The Core @thecore.in · 06/01/2025
What does 2025 hold for the economy and businesses? India’s sustainable growth is 6.5%, not 7.5%. The consumption and expenditure survey raises skepticism, contradicting listed firms' revenue trends. Tune in to the latest episode of The Core Report with @govindraj.bsky.social for more insights
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Stock Market Red Flags? Why Last Week’s Drop Matters For 2025 | Govindraj Ethiraj | The Core Report
YouTube video by The Core
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The Core @thecore.in · 03/01/2025
Replug: While Maruti Suzuki continues to hold the top spot as India's number one car manufacturer in terms of sales volume, Hyundai and Tata Motors are engaged in a fierce battle for the second spot. Jessica Jani traces their beginnings in the Indian market.
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Tata Vs Hyundai: The Tale Of Two Auto Giants Who Believed In The India Story
While Hyundai has held the number 2 position in the Indian auto sector for over two decades, Tata Motors catapulted to it by completely reinventing itself.
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