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This year, the non-profit Educate Girls became the first Indian organization ever to receive the Ramon Magsaysay Award—often called Asia's Nobel Prize. The foundation recognized the group for its groundbreaking work enrolling out-of-school girls, improving learning outcomes, and shifting social norms in some of India's most underserved communities. It's a remarkable milestone for an NGO that began in rural Rajasthan and now reaches millions of households across the country.To discuss the challenges—and the opportunities—surrounding girls' education in India, Milan is joined on the show this week by Gayatri Nair Lobo, the CEO of Educate Girls. Gayatri has more than 25 years of experience across the consulting and development sectors. Before joining Educate Girls, she led the ATE Chandra Foundation and the India School Leadership Institute. She has also held senior roles at Dalberg Advisors and Teach For India.Milan and Gayatri discuss the origins of Educate Girls, the supply and demand-side barriers to girls' education, and the launch of the world's first Development Impact Bond. Plus, the two talk about the use of tools like randomized controlled trials (RCTs) and machine learning in delivering education and how to forge lasting partnerships with state governments.Episode notes:1. “A Blueprint for India's State Capacity Revolution (with Karthik Muralidharan),” Grand Tamasha, May 23, 2024.2. “Understanding the Delhi Education Experiment (with Yamini Aiyar),” Grand Tamasha, January 22, 2025.3. “How India's Women Are Redefining Politics (with Ruhi Tewari),” Grand Tamasha, November 5, 2025.4. “Rohini Nilekani on the Secret to Successful Governance,” Grand Tamasha, October 5, 2022.
In this episode, journalist and author Puja Mehra speaks with economist Arjun Jayadev, Director at the Centre for the Study of the Indian Economy (CSIE) at Azim Premji University and co-author of a major new study on how India's demographic dividend has actually contributed to economic growth across states. Jayadev explains why India's per-capita growth has diverged sharply across regions, how GDP per capita can be decomposed into productivity, employment, and demographic effects, and what this reveals about the three distinct phases of India's post-liberalisation growth story. He outlines why the 2004–2017 period saw East Asian–level productivity surges in states such as Tamil Nadu, Gujarat and Karnataka, why employment ratios simultaneously collapsed, and how the years since 2017 have been defined by a worrying fall in labour productivity despite a rise in employment.Jayadev also highlights the structural risks ahead: young states like Bihar and Uttar Pradesh that are unable to generate high-productivity jobs; ageing states like Kerala and Himachal Pradesh that are losing demographic tailwinds; and the national challenge of absorbing millions into productive work before the demographic dividend fully fades. Drawing on granular state-level data and labour force trends, he argues that India is at risk of “growing old before it grows rich,” and that the next decade must focus on expanding high-productivity employment, enabling migration, and designing state-specific strategies rather than uniform national prescriptions. Tune in for insights on what India must prioritise now to convert its demographic window into sustained and inclusive economic growth.(00:00) Introduction(00:14) What the demographic dividend really means(01:36) How the study decomposes GDP per capita(01:58) The three components of growth explained(05:55) Why early job absorption lagged(07:14) Phase 2 (2004–2017): jobless growth and soaring productivity(10:47) Phase 3 (post-2017): collapsing labour productivity(11:02) Rise of low-productivity, agriculture-heavy employment(12:21) What the findings mean for policymakers(13:55) Young vs ageing states: diverging economic futures(15:38) India vs Japan: productivity and demographics(17:26) East Asian–level productivity in Indian states(19:52) What states must do now to create productive jobs(22:04) How India squandered its demographic dividend(23:22) Why lagging states must urgently generate high-productivity work(24:01) The warning signs aheadFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Pet care in India isn't just dog food. It's 20+ untapped verticals and the next big opportunity. In this episode, we sit down with Vineet Khanna, Founder of Supertails, a platform building one of India's largest pet ecosystems with 1,700+ products across nutrition, healthcare, and services. Alongside him, we have Sneh Sharma, Founder of Dogsee Chew, the brand that took a single iconic product i.e. chhurpi and turned it into a global clean-treat loved in 30+ countries. What will you get: -what early players actually do in a market with no roadmap, no benchmarks, and no safety net -why India's next big consumer unicorn could come from the pet industry -the contrast between building wide (1,700+ products) vs. building deep (one hero product) -the biggest myths about pet care in India—and why they're wrong -the discipline required to build a bootstrapped company in a new market -the real mistakes, pivots, and founder decisions you never hear publicly Whether you're a doer, a founder, a creator, or just someone curious about how new industries are born, this conversation will open up a side of the pet industry you've never seen before. Timestamps: 0:00 Intro 2:39 Why start a pet business? The easiest question with the hardest answer 7:57 What makes a truly “good” pet product? Inside the craft 8:47 Is this a borrowed industry? How India & Nepal adopt pet trends 11:05 90% of Indian pet parents are first-timers — what that means 12:37 India vs. Nepal pet parents: are they really that different? 13:47 "No competition?" Why this industry is still surprisingly open 15:42 Supertails ecosystem vision: the full-stack pet care play 16:57 What pet founders don't do (and why it matters) 18:47 The hardest part: evolving with the industry 21:02 3 co-founders, one mission: how they divide the work 22:52 Why saying NO matters more than saying YES in pet care 24:37 Why pet products can't be built like other D2C categories 27:07 Niche vs. mass market: why stay focused 28:15 The metrics that wake these founders up every morning 29:42 How they measure market size and real opportunity Want to join us live in the studio as an audience member? Fill out this form: https://forms.gle/xZi8yptyoxkkc6aa8 ✉ Reach out to us at partners@doersnepal.com
After 20+ years at some of the most important Silicon Valley tech companies like Yahoo, LinkedIn, Oracle, Informix and NerdWallet, Bhaskar today leads investment of enterprise infrastructure companies at 8 VC.Bhaskar Ghosh spent 20+ years at some of the most important Silicon Valley tech companies before moving into venture capital as a Partner at 8VC.After completing his PhD in computer science from Yale, he worked across Yahoo, LinkedIn, Oracle, Informix and NerdWallet. He brings this experience to founders building the next generation of enterprise infrastructure companies.In this episode Bhaskar explains how IT services are being reimagined for India, a country that over the last 25 years turned its skilled workforce into a global services engine. We discuss the shift happening inside workflows most people do not think about: mid-office ops, call centers, insurance, travel and HR. These are areas where thousands of people move information every day, and where AI is now good enough to take over entire workflows.Bhaskar talks about the founders already building in this space, including those buying traditional services companies and rebuilding them with AI at the core. He also explains why this new wave will not behave, scale or be valued like SaaS, because this is no longer pure software. It is the reinvention of services.If you are a founder making engineering decisions, someone curious about the less visible layers of software, or interested in people who move technology forward, this conversation with Bhaskar is for you.00:00 –Trailer03:03 – How India will reimagine IT services (TCS, Infosys)04:32 – “why now” of services06:07 – How unstructured data became easier to handle?07:53 – What LLMs can do today with high precision10:35 – Use of GenAI will increase margins in services11:54 – Front & mid offices will become more productive and lean14:30 – Will a pure services business scale anymore?15:55 – Legacy service businesses + AI-first software20:04 – Real challenge to operate and scale such businesses20:33 – 3 reasons on why SaaS companies get higher multiples?22:06 – Network-effect players win big in SaaS24:18 – Replacing software v/s replacing services26:16 – Business without inherent network effects (yet)28:22 – Is AI unlocking TAM larger than Software era?30:57 – How prosperity of a country influences growth of Co's32:50 – India's tech talent is key to India-US corridor39:36 – Deeply disruptive AI Co's will come from India43:04 – How new-age AI services companies of India should grow in US?44:39 – Current BPOs have an unfair advantage47:21 – Will older BPOs understand the importance of AI?49:22 – A Moat in outcome-based pricing can replace old businesses51:50 – Has the US ever been sensitive to cost?55:23 – The new AI-enabled services have a Palantir-risk flavour58:47 – Where to build when model Co's eat forward & backward revenue?01:06:10 – What type of founding teams are needed?01:08:10 – How founders think about GTM is changing-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonSend us a text
The Delhi Car Bomb attack exposes a dangerous turn as radicalised professionals target Indian cities. How India can respond to this threat? Tune in! Produced by Taniya Dutta Sound mixed by Suraj Singh
On this week's episode of The Stock Doctor Podcast, I discuss:1. What drove the sudden plunge in Big Tech stocks , 2. How India's inflation picture is shaping up in India, and3. Why Netflix's (ticker: NFLX) post-earnings plunge has nothing to do with a Brazilian tax expenseThank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com.
On Episode 719 of The Core Report, financial journalist Govindraj Ethiraj talks you through the big business stories of the day. We also feature an excerpt from The Core's How India's Economy Works, hosted by journalist and author Puja Mehra and featuring Dr. Nisha Taneja, Professor at the Indian Council for Research on International Economic Relations (ICRIER).SHOW NOTES(00:00) The Take (06:36) Valuation concerns are hanging over global markets(08:37) There are more private equity firms than McDonald's restaurants in North America(10:58) What Indian exporters need to become more competitive, learnings from ChinaRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
This week:Where next for Lottie's England?Will Australia get a new coach and/or captain?How India triumphed in the #CWC25 finalIs an auction in The Hundred a good idea?
On Episode 711 of The Core Report, financial journalist Govindraj Ethiraj talks to Mihir Gandhi, Partner and Leader - Payments Transformation and Fintech at PricewaterhouseCoopers Private Limited. We also feature an excerpt of journalist and author Puja Mehra's conversation with Economist Anoop Singh in her recent episode of How India's Economy Works.SHOW NOTES(00:00) Stories of the Day(01:00) Are Indian markets breaking out to aim for record highs?(02:56) Trump's Asia visit seems promising but the big question is China(04:47) What analysts are predicting for gold in the next year?(06:27) How towns like Panipat and Karur are driving India's role in the global ecommerce market(07:50) UPI payments growth is slowing down but why the real value might come now(16:28) Why public financial management systems are critical in an era of global financial and trade uncertaintyFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
In this episode of the Tacos & Tech Podcast, host Neal Bloom sits down with Aleksey Matyushev, co-founder and CEO of Natilus, the San Diego-based aerospace company reinventing air freight and passenger travel with next-gen aircraft. With over $39 billion in orders and a growing footprint in South County, Natilus is bringing cutting-edge manufacturing back to San Diego. Aleksey shares his journey from growing up near a Soviet airfield to becoming an aerodynamicist at Piper and Kratos. He walks us through the founding story of Natilus, early pivots from seaplanes to blended wing bodies, and how customer feedback (and cold emails) helped shape the company's strategy. Plus, we dive into capital efficiency, certification pathways, and how Natilus is carving out space in a market long dominated by Boeing and Airbus. Key Topics Covered: The legacy of aerospace in San Diego and why Natilus is doubling down here Aleksey's path from Piper Aircraft to Kratos to Natilus Lessons learned from military-grade drones and commercial aviation The first MVP: a 30-foot autonomous seaplane built in 14 months Why cargo came first - and how airlines asked for passenger planes next The Kona and Horizon: aircraft designed for freight and people, optimized for fuel, volume, and cost Navigating testing, tooling, and certification with just $15M in capital raised Why wind tunnels, FAA approvals, and Brown Field are key San Diego assets How India became a fast-moving market for commercial orders The future of aviation as seen from South County, San Diego Links & Resources Natilus Learn more about Rising Tide Partners Connect with Aleksey & Neal Connect with Aleksey on LinkedIn Connect with Neal Bloom on LinkedIn
In this episode of SparX, Mukesh Bansal takes a hard look at the state of India's deep tech ecosystem. While the world races ahead with AI, semiconductors, and frontier science, India is at a crossroads: will we be creators of technology, or just consumers?Mukesh argues that true deep tech is only possible when rooted in deep science, a culture of research, curiosity, and discovery. He unpacks why India risks being left behind if we don't invest in science the way the US, Europe, and China have, and what it will take for India to build original IP, Nobel-worthy science, and globally competitive deep tech companies.He explores:Why India's dependence on foreign tech poses a strategic risk.The looming threats to IT services and startup ecosystems.How India can move from “Make in India” to “Discover in India, Invent in India, then Make in India.”Lessons from history: how breakthroughs in physics, AI, and the internet all started with curiosity-driven science.What it will take for India to aspire to Nobel Prizes, original IP, and world-class innovation.This is not just about technology, it's about India's future. If you care about Viksit Bharat, scientific ambition, and the next wave of innovation, this video is a must-watch.
#watchnow | India wants reliable power without price shocks. In this conversation on The Core Report Weekend Edition, Govindraj Ethiraj talks with Atanu Mukherjee of Dastur Energy about a practical four step path to real energy security. Clear choices. Real trade offs. Actionable ideas for policy makers, industry leaders, and investors.What you will learn• How ethanol blending helps and where it hits limits• Why coal to chemicals and coal gasification can cut costly imports• How India's heavy refinery advantage unlocks discounted crude and better GRMs• Smarter electrification with renewables, storage, and flexible gas based power• Grid design that avoids blackout risk and runaway tariffs• What rising AI and data centers mean for India's power futureWhy this matters now• India imports most of its crude and LNG• Petrochemicals and fertilizers link directly to energy strategy• The right mix lowers CO2 while protecting growth and jobsWatch till the end for clear takeaways you can use in boardrooms and budgets. Like and share if you want more deep dives that cut through hype and focus on solutions. Comment with your biggest question on India's power mix and we will cover it in a follow up.#EnergySecurity #RenewableEnergy #IndiaPower #CoalGasification #Petrochemicals #TheCoreReport #TheCore
Guest Suggestion Form: https://forms.gle/bnaeY3FpoFU9ZjA47Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video. Our goal is to provide information to help audience make informed choices. The media used in this video are solely for informational purposes and belongs to their respective owners.Order 'Build, Don't Talk' (in English) here: https://amzn.eu/d/eCfijRuOrder 'Build Don't Talk' (in Hindi) here: https://amzn.eu/d/4wZISO0Follow Our Whatsapp Channel: https://www.whatsapp.com/channel/0029VaokF5x0bIdi3Qn9ef2JSubscribe To Our Other YouTube Channels:-https://www.youtube.com/@rajshamaniclipshttps://www.youtube.com/@RajShamani.Shorts
In this episode of SparX, Mukesh Bansal speaks with Sharad Sharma, one of the key minds behind Aadhaar and UPI. Sharad shares why he left a successful corporate career to focus on nation building, and how India can avoid becoming a trade colony of China or a tech colony of the US by doubling down on deep tech and research-driven innovation.They discuss:- The origins of India Stack and Digital Public Infrastructure.- How UPI really scaled and the lessons for entrepreneurs.- Why India must build a strong R&D and product innovation ecosystem.- The urgent need for new research institutions, mid-career researchers, and long-term thinking.- How India can carve its own path in AI through health, education, and data-driven use cases.If you want to understand India's deep-tech playbook and the roadmap to Viksit Bharat, this is a must-watch conversation.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro00:28 Tough quarter for building materials09:05 How India's suitcases changed19:48 TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
On Episode 660 of The Core Report, financial journalist Govindraj Ethiraj talks to K Ramakrishnan, Managing Director - South Asia at Worldpanel by Numerator as well as Ashok Malik, Partner at The Asia Group, and former Policy Advisor, MEA.SHOW NOTES(00:00) Stories of the Day(01:19) The markets rise for the 6th straight day(03:30) India is largest underweight market in emerging market investor holdings: Nomura(06:58) How India's rural consumer is buying differently and aspirationally. Exclusive insights from Kantar Worldpanel study.(07:50) Parle is India's most chosen in-home FMCG brand, Surf Excel enters top 5.(20:38) India-US relations have endured long term damage even at this point, will it ever recoverhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
Even with the recent increased tariffs on India, many of my clients and students have been seeking out new factory partnerships in this country. For decades, China has been the go-to destination for toy production, and they are indisputably the best at producing high quality goods quickly, but what happens when rising costs, shipping delays, and shifting global policies force toy makers to look elsewhere?That's the exact question that international toy expert and Source 4 India co-founder Joshua Punin has been exploring for the past 16+ years. With firsthand experience helping major brands expand across Asia and deep ties to India's emerging toy manufacturing scene, Joshua has become a powerful voice advocating for alternative sourcing strategies. In this episode of Making It in the Toy Industry, Joshua and I cover:Why a shift in India's import tariffs sparked a nationwide manufacturing movement.The surprising challenges and advantages of producing toys in India.What startup creators need to know before reaching out to Indian factories.Why sourcing outside of China isn't about replacing, it's about expanding your opportunities.How India's skilled labor force, tax incentives, and infrastructure make it one to watch.If you've been curious about what it would really look like to source outside of China, or you've heard whispers about India but didn't know where to start, this episode is your starting point. Hit play to discover new possibilities and learn what it really takes to make that shift.Listen For These Important Moments:[00:19:12] - Discover how policy changes and infrastructure improvements are creating real opportunities for both startups and established brands.[00:25:10] - Not every toy is a perfect fit, save time and money by understanding what India can (and can't) do efficiently right now.[00:27:46] - Get clarity on production expectations so you can plan your launch and scale strategy with confidence.[00:28:44] - Shipping from India could be cheaper and faster than you think, especially if you're selling in Europe or the Middle East.[00:31:19] - Hear what Joshua looks for in potential clients and how to position your startup to be taken seriously by manufacturers.Send The Toy Coach Fan Mail!Support the showPopular Masterclass! How To Make & Sell Your Toy IdeasYour Low-Stress, Start-To-Finish Playful Product Launch In 5 Steps >> https://learn.thetoycoach.com/masterclass
Ashok Atluri founded Zen Technologies in 1993, bootstrapping from Hyderabad at a time when India was importing 70% of its defence equipment and private players contributed just 5% of procurements. It took Zen five years to win its first contract from the Indian Army in 1998.Today, the company builds simulators and anti-drone systems, and has grown its market cap from ₹40 crore to over ₹13,000 crore.Ashok shares that India needs to make it easier for private, self-funded R&D companies to succeed in defense tech and why the focus should be in building technology with India's own IP. We also discuss the policy shifts he has seen in India's defense tech over the last 32 years, and how policies like IDDM and Make-II have reshaped India's defense manufacturing.This is an episode with a founder who has spent over three decades turning India's defence technology from an import-dependent sector into one that can build defense tech with its own IP.0:00 – Trailer 1:18 – Why entering defense tech must be easier 8:48 – Building simulators for the army 10:53 – Zen's entry into anti-drone systems 12:26 – 400x growth in 12 years 13:41 – Policy shifts in defense tech 15:42 – How Indian-owned IP can transform defense? 19:24 – How big is India's defense simulations market? 22:06 – From ₹60 Cr to ₹930 Cr in 4 years 25:27 – How are simulations built for future weapons? 29:15 – India's defense budget (foreign tech vs. local tech) 30:23 – The entry barriers in the 1990s and even today 31:43 – Is doing business with the government harder for some sectors? 36:06 – Surviving 32 years being financially conservative 37:29 – How Indian government is pushing exports in defense tech 40:35 – Zen's anti-drone systems used in Operation Sindhoor 42:31 – Will there be an India–China conflict? 43:15 – Where does China stand in defense tech? 44:08 – How India should back its wealth creators 49:12 – Policies that are enabling Indian defence companies today 49:37 – Parrikar's influence on private sector role in defense tech-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
On Episode 654 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director - S&P Global Mobility, India & ASEAN. We also feature an excerpt from Puja Mehra's recent interview with Neelkanth Mishra from our show How India's Economy Works.SHOW NOTES(00:00) Stories of the Day(01:01) Will India join the global stock rally party?(05:45) Why you should not worry about Russian oil(07:52) Should India raise tariff barriers in these times?(18:04) The ethanol blending controversy(28:33) Europe is seeing record temperatures againhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 651 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas. We also feature an excerpt from an upcoming episode of How India's Economy Works, where economic journalist Puja Mehra speaks to economist Rajiv Kumar about his latest book.SHOW NOTES(00:00) The Take(05:48) Labour-intensive industries are now panicking though the markets may be fine.(09:23) Trade tensions take the rupee and oil prices down.(10:28) A revised Income Tax Bill is coming, why was it revised and what could it contain?(20:53) A fresh approach to Chinese investment in India.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
From idea to IPO and beyond. What does it take to back a company for nearly two decades?There are no written rules to navigate one of the most important relationships in a startup. One between a founder and an investor.This episode is an inside look at how one of India's longest founder-investor relationships was built and tested, between Yashish Dahiya (Policybazaar) and Sanjeev Bikhchandani (Info Edge).In 2008, a ₹20 crore cheque was signed for 49 percent of the company, based solely on a powerpoint idea.What followed were regulatory challenges, shifting business models, new investors on-board, and moments of disagreement. But through 17 years, six funding rounds, and an IPO, they stayed aligned.These are two entrepreneurs who built their first ventures a decade apart; Sanjeev in 1997, Yashish in 2008 and have seen the Indian startup ecosystem evolve from the ground up.If you are building or funding startups this conversation will resonate with you for its honesty and give takeaways for your own journey.0:00 – Infoedge Ventures X Policybazaar1:08 – Sanjeev's first memories of Yashish before Policybazaar5:33 – Pitching of the Policybazaar idea 11:08 – How Info Edge almost didn't invest in Policybazaar15:56 – What shaped Yashish as Founder & Sanjeev as Investor25:14 – How the founder–investor bond evolved 27:08 – The Boardroom Dynamics at Policybazaar31:08 – Moments of Disagreement: ₹840 Cr raised, ₹700 Cr still in the bank34:38 – What makes an investor-founder relationship work?46:02 – What We've Learned after 17 years of building together49:03 – How India can build Long-term founder-investor bonds-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
On Episode 643 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder at Equinomics Research as well as Vivek Kumar, Economist at QuantEco Research.SHOW NOTES(00:00) Stories of the Day(01:00) India should brace for 25% tariffs on exports to the US(05:15) Indian markets are up but they have not changed much in the last year(15:37) How India's IT engineers are unable to keep pace with new technology(18:49) Tata Motors could buy European truck maker Iveco in a $4.5 billion dealhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Recorded live at the Professional Asian Pilots Association (PAPA) convention, this episode features two powerful conversations that shine a light on the global and deeply personal sides of aviation. First, Nik speaks with Captain Saurabh Chauksey, a 737 check airman for Air India. Saurabh shares his unique path from flight training in the U.S. to flying for one of India's fastest-growing carriers. He offers insight into India's rapidly expanding aviation sector, what it's like training and operating abroad, and the long stretches away from family that come with flying internationally. You'll also hear how pilots are navigating cross-border credentialing and preparing for potential moves back to the U.S. flight deck. In the second half, Nik speakes with seasoned New York-based air traffic controller Yahay Obeid, whose journey—from JFK ramp agent to tower leader—is as compelling as it is inspiring. Together they discuss the complexities of the ATC profession, building confidence under pressure, and the power of mentorship. You'll also learn about the work being done by AAAP (Arab American Aviation Professionals) to open doors for the next generation of aviators. From tower to tarmac, this episode offers a window into the people, pressures, and possibilities shaping aviation today. What You'll Learn: What it's like to fly for Air India as a 737 captain and check airman How India's pilot training compares with FAA standards What it takes to convert credentials between the U.S. and India How to build confidence and recover from mistakes in high-stakes ATC roles The journey from ramp agent to certified air traffic controller Why communication is critical between pilots and controllers CONNECT WITH US Are you ready to take your preparation to the next level? Don't wait until it's too late. Use the promo code “R4P2025” and save 10% on all our services. Check us out at www.spitfireelite.com! If you want to recommend someone to guest on the show, email Nik at podcast@spitfireelite.com, and if you need a professional pilot resume, go to www.spitfireelite.com/podcast/ for FREE templates! SPONSOR Are you a pilot just coming out of the military and looking for the perfect second home for your family? Look no further! Reach out to Marty and his team by visiting www.tridenthomeloans.com to get the best VA loans available anywhere in the US. Be ready for takeoff anytime with 3D-stretch, stain-repellent, and wrinkle-free aviation uniforms by Flight Uniforms. Just go to www.flightuniform.com and type the code SPITFIREPOD20 to get a special 20% discount on your first order. #Aviation #AviationCareers #aviationcrew #AviationJobs #AviationLeadership #AviationEducation #AviationOpportunities #AviationPodcast #AirlinePilot #AirlineJobs #AirlineInterviewPrep #flying #flyingtips #PilotDevelopment #PilotFinance #pilotcareer #pilottips #pilotcareertips #PilotExperience #pilotcaptain #PilotTraining #PilotSuccess #pilotpodcast #PilotPreparation #Pilotrecruitment #flightschool #aviationschool #pilotcareer #pilotlife #pilot #asianpilot
The global strategy consulting market stands at $39.5 billion, with Asia commanding $9.1 billion. India contributes just $1.09 billion. This is despite having the talent; Indians run global back-offices for McKinsey, BCG, Bain, Deloitte, and other consultancies. Yet, India continues to outsource strategy to the Big 4.Sanjeev Sanyal, PM Modi's Economic Advisor joins us to break this down.We discuss the factors helping and hindering India's growth opportunities. Sanjeev has long worked on improving the process reforms with the belief that this country needs small reforms that will bring huge impact.We also discuss AI, with a policymaker who strongly believes unregulated AI will be catastrophic. Sanjeev shares his opinions on what could be the government's approach to regulation, with acceptance of the limited predictability of future with AI.If you want to understand India from a policymaker's eye this episode is for you.0:00- Trailer0:55 – Why India Needs Many Small Reforms2:50 – Was WFH Technically Illegal Until 2000?3:57 – India as the GCC Capital for the world7:02 – How did India go from filing 6,000 to 1 Lakh Patents?13:45 – Why India Can't build Its Own Big 4+317:40 – When professional bodies in India don't work together21:05 – What happens when branding is banned?24:08 – Restrictions That need to stay27:11 – How India's IT Sector Grew Without a Governing Body30:06 – Are we risking catastrophic failure with Unregulated AI?36:10 – Can We Regulate AI Like the Stock Market?41:39 – Why India Must Shut down Population Control47:10 – Will AI Replace Lawyers and Accountants?49:14 – What India Isn't Ready For?51:31 – India as a historically risk taking nation54:31 – Why are professional bodies holding onto protection?56:55 – The Business Culture Problem in Kolkata58:32 – Sanjeev's Work in Agroforestry-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
Eleni Myrivili is the United Nation's first-ever global chief heat officer. An anthropologist by training, Myrivili understands how heat waves discriminate against older, less-wealthy and under-served demographics. Before being named to her UN post in 2022, Myrivili was Athens' heat officer, where she coordinated the capital's response to heat waves and helped renovate an ancient Roman aqueduct to bring water into the city.Further reading: What will it take to save our cities from a scorching futureEarth's 10 hottest years on record are the last 10Extreme heat is deadlier than hurricanes, floods and tornadoes combinedHeat inequality ‘causing thousands of unreported deaths in poor countries'The heat crisis is a housing crisisAncient civilizations countered extreme heat. Here's what cities borrow from historyToronto's getting hotter. Experts say a chief heat officer could help the city adaptArchitects turning to India's lattice-building designs to keep buildings cool without air conditioning How India's lattice buildings cool without air conditioningAthen's answer to a water supply crunch: an ancient aqueduct Solve for X is brought to you by MaRS, North America's largest urban innovation hub and a registered charity. MaRS supports startups and accelerates the adoption of high-impact solutions to some of the world's biggest challenges. For more information, visit marsdd.com.
Geopolitics is now measured in Nanometers. Anything with a battery or a plug has a semiconductor inside. But these chips aren't just tech anymore, they're shaping who becomes the next Superpower.In the 1980s, India was just two years behind the world in semiconductors. Today, we're 12 generations behind. What went wrong?India's top semiconductor expert, Raja Manickam, returns to The Neon Show to break it all down.We discuss how the U.S. lost the chip race it started, China's strategic rise, and how one visionary turned Taiwan into the most valuable island in the world.Raja Manickam dives into what the $10B India Semiconductor Mission is getting right and where we may fall behind. He explains why
On Episode 610 of The Core Report, financial journalist Govindraj Ethiraj talks to Dipti Deshpande, Director and Principal Economist at Crisil. We also feature an excerpt from our recent episode of our podcast How India's Economy Works hosted by Puja Mehra.SHOW NOTES(00:00) Stories of the Day(00:50) Analysts are scratching their heads over oil prices(02:01) War tensions pull down indices again(03:17) Nifty 500 companies have reported single-digit yoy sales growth (+5% yoy) for eight quarters now(05:41) Economists would prefer not to have gold in India's inflation indices(14:15) Sebi eases compliance for foreign investors in sovereign debt(15:19) The Link Between Jobs and Investment with Amit BasoleIndia's Job Crisis Explained: Why Millions Still Can't Find Workhttps://www.investing-referral.com/aff303For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Ever wondered how an ordinary guy from a regular family can rise to become an MP, CM—or even the PM? In today's episode, we talk to Akshay Bansal, a national leader in BJYM and insider at the Ministry of Finance. He opens up about his journey from chai pe charcha in college to policymaking in Delhi, all while balancing entrepreneurship and public service. ...............................
How India has Hit the Reset Button | Pakistan Shattered | Indian Army Pinpoint Hitting | Aadi Achint
After a short but intense clash, a ceasefire is holding between India and Pakistan, but tensions remain high. Both sides claim victory, but the rapid escalation in the conflict bodes ill for future diplomacy between the two countries. Gideon talks to Professor Sushant Singh, lecturer in south Asian Studies at Yale University, about the conflict and what's at stake if tensions escalate again. Clips: Times of India, Fox NewsFollow Gideon on Bluesky or X @gideonrachman.bsky.social, @gideonrachmanMore on this topic:How India and Pakistan pulled back from brink of warIndia and Pakistan's fragile ceasefire holds after alleged breachesNarendra Modi says India has proved ‘superiority' over Pakistan in clashesIndia and Pakistan: a conflict in the hands of two religious strongmenMilitary briefing: India and Pakistan test red lines of nuclear rivalrySubscribe to The Rachman Review wherever you get your podcasts - please listen, rate and subscribe.Presented by Gideon Rachman. Produced by Clare Williamson. Sound design is by Breen Turner and the executive producer is Flo Phillips.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Last week, India and Pakistan saw the worst fighting in half a century — and came close to an all-out war. But the conflict came to an uneasy and sudden halt after Donald Trump declared the two countries reached a ceasefire. On today’s Big Take Asia Podcast, Rebecca Choong Wilkins talks to Bloomberg’s Dan Strumpf about how the deadly clashes and ceasefire unfolded and the implications of US mediation in the decades-old conflict. Read more: Trump Truce Leaves India Furious, Pakistan Elated as Risks LoomFurther listening: The Rise of Modi, Part 1: Why India’s Leader Is So Popular – and Polarizing The Rise of Modi, Part 2: How India’s Leader Came Back From the BrinkSee omnystudio.com/listener for privacy information.
In this Episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj in conversation with Captain Raghu Raman, Founding CEO, NATGRID, Shankkar Aiyar, Politics & Economy Analyst, Author, Dr. Brinda Jagirdar, Economist.They break down the fast-moving India-Pakistan ceasefire announced after deadly cross-border strikes, unpacking its military, economic, and geopolitical implications.This episode covers: • How the conflict escalated and why this ceasefire feels different from the past • China's shadow: Is Beijing leveraging Pakistan to corner India strategically? • The military shift: Use of drones, cross-border strikes, and new red lines crossed • Economic fallout: How markets reacted, forex reserve strength, FDI risks, and India's long-term economic ambitions • Global stakes: India's standing as a fast-growing economy and its diplomatic balancing act between the US and China • Future deterrence: How India can break the 3–5-year conflict cycle and build lasting strategic advantage • Domestic reforms: Why India's growth needs not just military strength but administrative and diplomatic muscleTune in for sharp expert insights on South Asia's most urgent geopolitical flashpoint and what's at stake for India's economy, security, and global reputation.Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Episode 96 of The Prakhar Gupta Xperience features Major General G.D. Bakshi, a decorated Indian Army veteran with extensive experience in counter-terror operations and strategic warfare. He served in key commands across Jammu & Kashmir and was a part of the Kargil conflict. A prolific author and military historian, he is known for his in-depth analysis of India's security landscape and national defense.Recording Date: May 9, 2025This is what we talked about:00:00 - Monologue03:37 - Escalation of Events After Pahalgam19:40 - Why Pakistan Cannot Match India's Military Power22:20 - Are India and Pakistan Nearing Full-Scale War?27:16 - How Propaganda Shapes Pakistani Citizens' Opinions32:33 - The Importance of Information Flow During Wartime33:50 - Pakistani Army's Loss of Morale38:09 - Will China Intervene in the India-Pakistan Conflict?41:33 - Cold Warfare vs. Modern Warfare53:28 - How India and Pakistan Can De-escalate the Conflict
India's biodiversity hotspots are under growing threat from linear infrastructure—highways, railways, canals, and transmission lines that fragment habitats and disrupt wildlife corridors. In this thought-provoking episode of the Think Wildlife Podcast, we dive into the world of landscape ecology and wildlife conservation with two leading conservationists, Sheetal Kolhe and Milind Pariwakam, co-founders of the Landscape Research and Conservation Foundation (LRCF).With extensive experience at institutions like the Wildlife Trust of India and Wildlife Conservation Trust, Sheetal and Milind share powerful insights into the hidden cost of development on India's wildlife. From tiger movement barriers to roadkill data gaps, this episode explores real-world conservation strategies and the power of citizen science to drive change.
Australia's Conservative party was on the ascent until Donald Trump took office in January. At the polls this weekend, the dominant concern is who will stand up to the new White House administration. How India's revolution in road-building is transforming rural lives (10:32). And a new sports league for athletes who want more than gold medals (17:19). Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.
Australia's Conservative party was on the ascent until Donald Trump took office in January. At the polls this weekend, the dominant concern is who will stand up to the new White House administration. How India's revolution in road-building is transforming rural lives (10:32). And a new sports league for athletes who want more than gold medals (17:19). Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.
In this episode with Salil Tripathi, Part 2, joining Amit Dosh for a Global Politics discussion on how the US and China dominate global power dynamics, Tripathi ties these themes into India’s struggle with free speech and rising religious nationalism, as explored in his book Offence: The Hindu Case. Tripathi underscores the erosion of India’s secular ideals, urging a return to pluralism and robust legal safeguards for artistic freedom against politicized censorship. This analysis serves as a timely warning against the dangers of religious extremism and the state’s complicity in undermining democratic values.Elon Musk & Donald Trump are dominating the US vs China game. How India with Modi is making a path for global image. Are we paving the way for future? Find out in the episode.See omnystudio.com/listener for privacy information.
He built India's first data centre when the term didn't even exist. Today, he's powering the AI revolution.In this special episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Sharad Sanghi, founder of NetMagic and CEO of NEYSA, about the evolution of India's data centre industry — from server closets in the early 2000s to AI-powered hyperscale campuses today.What you'll learn in this episode:1. How India's first data centre was built2. Why Mumbai is the data centre capital of India3. The pivotal role of banks, hyperscalers, and AI in industry growth4. How power, fibre, and cooling define modern data centres5. Sharad's vision for democratizing AI with NEYSAA must-watch for anyone interested in tech infrastructure, enterprise IT, AI adoption, and the future of cloud services in India.Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
India's startup ecosystem has reached escape velocity — but how do you actually build a breakout company in this market?In this episode, we sit down with Mohit Bhatnagar, Managing Director at Peak XV Partners (formerly Sequoia India & SEA), and one of the earliest backers of Zomato, Meesho, Freshworks, CARS24, and more. This conversation unpacks what it really takes to win in India—across sectors, cycles, and consumer shifts.We explore:- How India's startup landscape has evolved over the past two decades- The surprising bets behind Zomato, Meesho & Freshworks—and why they worked- What most founders misunderstand about Indian consumers and markets- How to build cost-efficient, scale-ready companies from Day 1- Why India's next wave of unicorns will look very different from the last- Mohit's take on quick commerce, AI, and the real future of Indian SaaS- The culture of conviction at Peak XV—and how they pick outliers before others see them- Deep reflections on founder psychology, investing mistakes, and building institutions that lastWhether you're a founder, investor, operator, or just deeply curious about the India startup story—this is a rare, behind-the-scenes lens into how category-defining companies are really built.⏱️ Timestamps:0:00 - Introduction2:02 - How Mohit has witnessed the evolution of the ecosystem4:22 - The types of companies Mohit was scouting in 2006 vs. today7:24 - Behind the scenes of investing in Zomato, Meesho, and more12:58 - Mohit's thought process when meeting Vidit and Sanjeev17:15 - Was there ever a moment Mohit felt things were overhyped?18:50 - How Mohit has seen the evolution of software in India25:39 - What India's startup ecosystem can do better to compete with the US28:26 - Mohit's perspective on choosing not to partner with a company31:20 - Mohit's take on the rise of quick commerce36:55 - Key insights Mohit has gained about Indian consumers from 2006 to 202538:23 - Mohit's experience in building an institution within the venture space43:24 - How the journey of starting the firm compares to where it stands today51:27 - The role of culture and reputation in Mohit's investment approach54:17 - Mohit's strengths as an investor1:02:08 - If not investing, what alternative path would Mohit have pursued?1:04:03 - What would Mohit's friends say about him?1:05:16 - If Mohit could ask himself one question, what would it be?1:06:45 - How Mohit envisions India over the next five years1:09:05 - Moments of doubt in Mohit's journey1:11:55 - Advice Mohit would give to his younger self1:14:00 - Outro
On Episode 524 of The Core Report, financial journalist Govindraj Ethiraj talks to Chandrakant Lahariya, Consultant Physician and Founder- Director Foundation for People-centric Health Systems (FPHS) as well as Prabhu Dhamodharan, Convenor at the Indian Texpreneurs Federation.SHOW NOTES(00:00) The Take(04:41) The markets stage a smart rebound. Will they hold(07:17) Reliance Retail's valuation is half of what it had raised funds two years ago as company embarks on cost cuts(09:46) How India's apparel export industry hopes to benefit from the latest tariff war(19:13) India's obesity levels are rising and why that is an issue individuals and organisations should be talking aboutListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Listen on: Apple Podcasts | Spotify Do you enjoy the podcast? Please leave a review! Get 20% off courses and workshops at UX Content Collective. Just use the code PODCAST20 at checkout. The rise of UX writing in India UX writing is still a young discipline in India, but it's growing—fast. In this episode, Sidika Sehgal shares what's happening on the ground: the demand for UX writers, why hiring is so challenging, and how localization is reshaping product experiences in one of the world's most diverse markets. Sidika, a content designer at Rubrik, has seen the industry evolve over the past few years. She explains why tech investment in India is booming, what's still holding UX writing back, and why the lack of senior UX writers is creating an uphill battle for many in the field. From the challenges of hiring UX writers in India to the unique role language and localization play in product design, this conversation dives deep into the realities of being a UX writer in an emerging market. What we talked about: ✅ The rise of UX writing in India and why the field is growing fast ✅ How India's tech industry is shifting from outsourcing to full-scale product teams ✅ The biggest challenges for hiring UX writers in India ✅ Why UX writing salaries are finally catching up to product design salaries ✅ The role of localization—why Indian products often use a mix of English + regional languages ✅ The unique UX challenges in India, from smartphone adoption to non-intuitive UI patterns ✅ How UX writers in India are figuring things out without senior mentors ✅ The lack of specialization—why India doesn't yet have growth writers, conversation designers, or accessibility specialists ✅ Why companies need to hire for potential, not just experience ✅ The future of UX writing in India—what's needed for it to grow Where to find Sidika:
Shantanu sitting down with Rajan Anandan, MD of Peak XV and Surge, and Prachi Pawar, Founder of Anandi Schools, is everything you need to watch today to visualise the future of the startup ecosystem in India. You also get a glimpse into a mentor-mentee relationship in the ecosystem! Rajan Anandan is one of the most influential voices in India's Venture Capital space. On the other hand, Prachi is just starting out in the world of entrepreneurship. With Anandi Schools, she aims to help students stand out in college admissions. Tune in for a deep dive into: • How India's AI future will be driven by application-first companies• The mindset shifts required to build billion-dollar businesses• What makes Silicon Valley founders different—and how Indian entrepreneurs can learn from themA must-watch for founders, investors, and anyone curious about the future of India's startup ecosystem.Drop your thoughts in the comments—and in the process, earn a chance to interact with Shantanu as an audience for our next shoot. For a chance to receive an invite to watch the shoot and interact with SD, fill this: https://forms.gle/X3cT1x78Xj6NvZ3z7Navigate your way through this conversation:00:00 Coming up01:17 Podcast Summary02:45 What is happening in India05:44 The Rise of AI and Technology in India08:50 India's Potential as an AI Superpower11:38 The Future of AI Applications in India17:44 India's Competitive Edge in Global Markets20:51 Investing in the Future of AI23:50 India's Economic Landscape and Workforce Dynamics26:45 Historical Context and Future Prospects for India35:41 Long-Term Economic Outlook for India38:20 Energy Independence and Renewable Resources40:16 The Future of Employment and Skill Development45:21 The Evolution of Indian Entrepreneurship46:51 Quality of Founders and Ecosystem Support52:00 R&D Challenges58:36 The Current Landscape for Venture Capital in India01:05:46 Market Dynamics and Competitive Strategies01:07:35 Career Building Insights01:08:47 The Importance of Hard Work and Passion01:11:29 Mentorship and Learning from Experience01:13:52 The Role of Curiosity in Career Growth01:19:16 The Journey of Entrepreneurship01:25:05 Surrounding Yourself with the Right People01:27:21 Long-Term Commitment to Entrepreneurship
On Episode 508 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas as well as Avinash Gorakshakar, Head Research at Profitmart Securities Pvt. Ltd. We also feature an excerpt from our interview with Sandeep Kumar Gupta , Chairman and Managing Director, GAIL (India) limited.SHOW NOTES (00:00)Stories of the Day (00:41)The markets slide for the seventh day even as Asian markets perk up (02:48)Small Cap Vs Large Cap Debate (12:34)The New Income Tax Bill Will Be Old When It Arrives. (20:32)How India is using gas to power economic growthRegister for India Energy Week, Feb 11-14Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 500 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajesh Nambiar, president of Nasscom (National Association of Software and Service Companies) as well as Rahul Mehta, Chief Mentor of the CMAI (Clothing Manufacturers Association of India). SHOW NOTES (00:00) Stories of the Day (01:29) Markets edge down with selling in consumer stocks (02:07) Gold prices hit record highs on global trade uncertainty (05:43) How India's IT industry looks at DeepSeek and the potential (18:39) India to review and potentially lower import duties on 32 items coming to the US…will Tesla get its pound of flesh now? (20:16) Now Kia Motors gets slapped with a hefty tax notice for misdeclaring imports (21:50) What Indian apparel manufacturers can and cannot do in a global trade war Register for India Energy Week, Feb 11-14 Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
In this episode, we sit down with Saurabh Mukherjea, a billion-dollar investor and Chief Investment Officer at Marcellus Investment Managers, to decode India's unique growth model, its divergence from China, and the evolving landscape of Indian public markets.Saurabh unpacks why India's economic trajectory is unlike any other, how the next decade will reshape Indian startups, and why most investors misunderstand the Indian consumer. He shares deep insights into new-age IPOs, the rise of challenger companies, and why 2021 was a tipping point for India's markets.We also explore:- How India's consumer behavior is evolving- The real opportunity in Indian tech and startups- Why global investors miss key nuances in India's markets- Lessons from India's most successful companies- What founders and investors must understand about public marketsSaurabh also reveals insights he's never shared in his books, the questions that keep him up at night, and why South India is reshaping India's economic landscape.Whether you're an entrepreneur, investor, or someone curious about India's financial future, this episode is packed with insights you won't find anywhere else.⏱️ Timestamps:0:00 - Introduction2:12 - New-age IPOs and India's public market scenario5:42 - Market cap of tech companies in the next 10 years8:27 - Public vs. private markets11:57 - Zomato's IPO14:07 - Opportunities in India19:27 - How Indian consumers are evolving26:37 - Global comparisons31:57 - Nuances most investors miss34:12 - Lessons from successful companies39:57 - His secret sauce (not in the book)43:42 - Short-term fluctuations affecting decisions44:57 - Key insights from his books47:57 - Questions that keep him up at night52:07 - Observations on South India54:49 - Female labor force participation57:57 - Where he spends his time59:27 - India in the next 10 years1:01:57 - Outro
As 2024 draws to a close, Daybreak hosts Snigdha and Rahel look back at some of their biggest hits and misses this year. Check out the episodes that made it to their round up. Hits —Rahel's choice: Successful Women are Freezing Their Eggs and That's on menSnigdha's choice: Why India's Biggest Employer of Female Gig Workers Refuses to listen to its own workforce Audience choice: What do women really want? A F*** off fund Misses —Rahel's choice: Are run clubs like rehab for the chronically online?Snigdha's choice: Why aren't we scared of chemicals in our skincare anymore?Audience choice: How India's 40-somethings are redefining career longevity?And that's a wrap! We will be back with new episodes next year. Stay tuned! Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
Why does 50% of India's workforce remain in agriculture while the U.S. has just 2%?Despite all those hands in the soil, the sector contributes just 15-18% to the GDP. While countries like the U.S. and Europe shifted quickly from agriculture to industry, India's progress was pretty slow. So, is it too late for India to catch up and move on from agriculture?Although India did build textile mills and steel plants, its industrialization lagged behind faster-growing Asian economies like Japan, South Korea, and China, which aggressively pursued manufacturing.So, what happened? Well, India's focus remained on agriculture, missing the chance to build a strong industrial base that could absorb its large agricultural workforce. But there's a new hurdle—manufacturing isn't the job creator it once was.Experts like Subhash Garg argue India may have missed the industrialization train. With automation reducing labour needs, ramping up manufacturing might not create enough jobs for India's vast workforce.In this episode of The Neon Show, Subhash Garg, former Secretary of Economic Affairs, shares his unique perspective on India's economic ambitions and the journey toward the $10 Trillion Dream.Check out Subhash Garg's book, We Also Make Policy : An Insider's Account of How the Finance Ministry Functions, https://www.amazon.in/We-Also-Make-Policy-Functions/dp/9356994714Timestamps00:00 - Trailer01:25 - Subhash Garg's background in economic affairs03:27 - Why has India's "10 Trillion Dollar Dream" dented10:04 - India's current GDP12:50 - Need to shift labour from agriculture to high-value sectors16:48 - Why India missed industrialisation20:26 - The global manufacturing train left—and India missed it21:55 - Why should you invest in services for real growth26:55 - Sports, gaming, and entertainment are hidden gems for rural jobs29:54 - Why is agriculture unreformed31:34 - The impact of subsidies: is it a dead-end for farmers?36:47 - Garg explains GDP with the “potato chip” example42:42 - Why is farmers' share of the final product small47:10 - India's manufacturing needs a tech boost48:22 - Why India's PLI schemes aren't hitting their targets52:58 - How India's service sector thrived due to minimal regulation1:01:57 - Garg's positive take on brain drain1:10:10 - Millionaires on the move1:11:50 - Support for short sellers as market correctors1:13:12 - Announcement of Garg's book, expected in October-------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------Send us a text
In 1947, India gained independence with a per capita of around $2000(adjusted with inflation).But over the next few decades, the govt adopted socialist policies, emphasising self-sufficiency and state-led development. As a result, India's economy grew at a slower pace of 3.5% per year.In 1991, India introduced a series of reforms— liberalisation, privatisation, and globalisation. India's growth rate picked up, and by 2023, India's per capita GDP was back to $2,600, driven by market-friendly policies and increased global trade.In this episode of the NEON Show, Krishnamurthy Subramanian, Executive Director at the IMF, explains how India can become a $55 trillion economy by 2047.To learn more read India @100 : Envisioning Tomorrow's Economic Powerhouse Connect with Krishnamurthy Subramanian Linkedin | Twitter---------Timestamp01:20 – The power of compounding in GDP04:55 – Chess game story that explains the power of compounding06:19 – Rule of 72 to understand how money doubles09:06 – How India will become a $55 trillion economy by 204712:33 – Thalinomics to understand inflation14:20 – What is money in economic terms?17:22 – Why was the inflation-targeting regime introduced post-1991?20:30 – Inflation's effects on currency26:42 – How does a currency react to economic shocks?30:34 – India's GDP in 1947 vs today31:28 – How socialist policies potentially held India back34:40 – Capitalism has always been in India's DNA44:31 – How socialist policies have hurt Indian farmers57:22 – Is agriculture a state subject?59:59 – How India's growth is linked to productivity01:09:30 – China's GDP vs India's GDP01:16:48 – Why India is a top investment destination01:26:10 – Indian startups should innovate differently-------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Follow Neon:Website | Instagram | LinkedIn | TwitterConnect with Siddhartha:LinkedIn | Twitter ------------Sponsor shout outLooking to build a differentiated tech startup with a 10X better solution? Prime is the high conviction, high support investor you need. With its fourth fund of $120M, Prime actively works with star teams to accelerate building great companies.To know more, visit primevp.in------------This episode is for informational purposes only. The views expressed are those of the Send us a text
The Identity Project: The Unmaking of a Democracy is a new book by the journalist Rahul Bhatia. Many Grand Tamasha listeners will recognize Rahul's byline in revered publications like the New Yorker, the Guardian, and Caravan. He's written celebrated profiles of everyone from Arnab Goswami to cricket chief N. Srinivasan. And his reporting has taken on subjects from Baba Ramdev's business empire to the COVID-19 pandemic.His new book is based on six years of research and reportage from across India, where he set out on a quest to understand the ideological moorings of what we have come to call “the New India.” To talk more about his book and the state of democracy in India, Rahul joins Milan on the podcast this week.The two discuss Rahul's reporting on Aadhaar—India's unique biometric identification program—and its precursors, the Hindu nationalist push for a new national citizenship regime, and the inner workings of the Indian state's coercive power. Plus, the two discuss whether and how the results of India's 2024 election have been a setback to the cause of Hindu nationalism.Episode notes:1. Rahul Bhatia, “The trials of an Indian witness: how a Muslim man was caught in a legal nightmare,” The Guardian, March 2, 2023.2. Rahul Bhatia, “How India's Welfare Revolution Is Starving Citizens,” The New Yorker, May 16, 2018.3. Rahul Bhatia, “The Year of Love Jihad in India,” The New Yorker, December 31, 2017.4. Rahul Bhatia, “India Loves Data but Fails to Protect It,” New York Times, April 3, 2018.5. “Governing India's Digital Revolution (with Rahul Matthan),” Grand Tamasha, January 24, 2024.
Emmanuel Daniel is here today to discuss the secret future of banking! He shares his background, and how he established "The Asian Banker," a publication focused on understanding the banking and financial landscapes in Asia. He provides insights on China's economic transformation, especially in tech and AI. He also examines the secret future of banking, and how it will impact the global scale. Stay tuned as today we discuss... Daniel's experiences with the banking sector across Asia, the Middle East, Africa, and Silicon Valley. Daniel talks about his deep connections with influential people in the U.S. financial system and his unique perspective on U.S. and Chinese policymaking. China's rise, highlighting its post-Cultural Revolution recovery, WTO accession, and economic growth driven by education and infrastructure investments. The evolving landscape of banking with the introduction of new technologies like AI, blockchain, and digital banking, and the challenges and opportunities they present. The challenges of regulating new financial technologies and the impact of digital disruption on traditional banking models. Technology is forcing institutions to adapt to greater personalization in finance, society, and governance. How young generations across the world are forming new communities and subcultures enabled by digital platforms. The challenge for governments, especially in more controlled states like China, is managing and steering this newfound individual empowerment. How India represents an untapped potential with significant structural challenges, particularly within its state apparatus and governance. Future trends will focus on leveraging AI for productivity gains, rather than being paralyzed by fear of the technology. How the US is poised to lead the world in creating a new, digitized, and financialized economy, serving as a model for others. For more information, visit the show notes at https://moneytreepodcast.com/secret-future-of-banking-emmanuel-daniel-642 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast