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30 episodes with how india
7 episodes with how india
2 episodes with how india
3 episodes with how india
3 episodes with how india
2 episodes with how india
3 episodes with how india
2 episodes with how india
3 episodes with how india
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. ...............................
Dinesh Shivanna (CTO) and Vivek Krishnan (CEO) lead SSS Defence, a Bangalore-based private defence company that's part of the SSS Group. They're one of the first Indian firms to design and build sniper and assault rifles from scratch, aiming to cut down India's dependence on imported weapons.Focused on the needs of the Indian armed forces and law enforcement, SSS Defence is developing next-gen small arms, optics, and tactical gear tailored for real-world Indian conditions. In this episode, Vinamre and panel talk about:- Why India needs to build its own weapons—and why our armed forces still hesitate to adopt them.-How weapon design actually works, from making them look good to figuring out spare parts when there are none.-The risks India faces in a real war—being cut off, China's moves in Djibouti, and even silent threats from Germany.-What's really going on between public and private arms makers, global partnerships, and whether India can stand on its own.-Wild stories from war-like situations, the rise of drone warfare, and what it takes to run a defence company in India.A no-nonsense breakdown of India's defence manufacturing and why building our own weapons matters more than ever. Don't miss this deep dive into the arms shaping the wars of tomorrow.00:00 – Introduction01:22 – The need for indigenous weapon manufacturers in India07:27 – Public vs. private manufacturers of weapons in India12:36 – What made them design such aesthetically impressive weapons16:29 – The process of designing the weapons20:21 – Major barriers to the adoption of indigenous arms by the armed forces26:51 – How India could be isolated during a war29:26 – How Germany can threaten our national security33:11 – The need for self-reliance in weapon manufacturing37:22 – India's capacity to produce arms at scale in the coming years45:57 – What China is doing in Djibouti48:32 – The iteration process in arms development56:42 – If we have international collaboration, why still push for indigenous weapons?1:01:06 – Critical materials: earlier access vs. now1:08:48 – Cannibalizing weapons due to lack of spare parts1:12:30 – Will the next war be fought with drones instead of traditional arms?1:22:12 – Crazy stories from war-like situations1:27:10 – Scaling their company in the future1:31:19 – Challenges faced by those in the defence business1:34:22 – Conclusion
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:38 How India buys weapons09:48 The big critical mineral mega-trends20:38 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.
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.
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.
How India can make Pakistan Pay for the Pahalgam terror attack Produced by Prateek Lidhoo Sound mix by Aman Pal
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
Abhijit Chavda is a geopolitical analyst, historian, and podcaster with expertise in world history, international relations, and geopolitics. Chavda is recognized for his in-depth analysis of complex global issues, including conflicts, political dynamics, and historical perspectives. He is also the host of the Abhijit Chavda Podcast and the #AskAbhijit show, which cover topics like geopolitics, world and Indian history, world affairs, culture, and science.In this episode, Vinamre and Abhijit talk about:- Trump and the US Deep State: Will Trump dismantle the deep state, and how will it impact global geopolitics?- India's Role in Global Affairs: India's position in the world, its tariff war with the US, manufacturing power, and its path to independence from global influence.- Russia and China's Historical Conflicts: Can Putin ever align with the US, and what are the implications for the future of global relations?- The Future of the Global Financial System: Exploring the possibility of an attack on the US from the ocean and how the global financial system might evolve.- European Sovereignty: Are major European nations truly sovereign or merely extensions of US power?This episode offers an in-depth analysis of the shifting dynamics of global power, touching on key geopolitical issues and the evolving role of India, Russia, China, and the US in the world stage.Timestamps:0:00 Intro0:45 - Will Trump really want to eradicate the USA deep state? 6:56 - Bangladesh, Modi, and the US 10:39 - Foreign policy of the US 15:17 - How European countries are not sovereign 19:28 - The Trump-Zelensky meeting in the Oval Office 36:26 - Chinese embassy statement 41:40 - Would Putin align with the US? 46:50 - China and Russia's historical conflicts 50:24 - The tariff war between India and the US 54:00 - Future of India-US relations 56:15 - Reason for EU interest in India 58:26 - India's manufacturing power 1:01:31 - Future of the financial system of the world 1:05:20 - Will there be an attack from the ocean on the US? 1:09:00 - How India is the only country that is not a proxy state 1:18:50 - Conclusion====================================================================This is the official channel for Dostcast, a podcast by Vinamre Kasanaa. Connect with meLinkedIn: https://www.linkedin.com/in/vinamre-kasanaa-b8524496/Instagram: https://www.instagram.com/vinamrekasanaa/Twitter: https://twitter.com/VinamreKasanaaDostcast on Instagram: https://www.instagram.com/dostcast/Dostcast on Twitter: https://twitter.com/dostcastDostcast on Facebook: https://www.facebook.com/profile.php?id=61557567524054====================================================================Contact UsFor business inquiries: dostcast@egiplay.com
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
India has built one of the world's strongest pipelines for women in STEM and technology, yet in the Nordics, where gender equality is a global benchmark, female representation in IT and tech leadership remains a challenge. In this episode, Sunita Mohanty, Senior Vice President and Chief Investment Officer at Invest India, shares insights on what's driving India's success and what the Nordics can learn. With experience leading diversity and workforce transformation at Google Singapore, Sunita discusses the key policies, corporate initiatives, and cultural shifts that have shaped India's growing female tech workforce. We explore: - How India became a global leader in female STEM graduates - The role of government policies like Vigyan Jyoti and WISE-KIRAN in bridging gender gaps in tech - Lessons from India's structured digital skilling programs and corporate-government partnerships - The future of women in AI, quantum computing, biotech, and emerging tech fields - Sunita's personal journey and the impact of mentorship and leadership in creating lasting change This conversation highlights the importance of mentorship, policy support, and workplace inclusion in building a more diverse and innovative tech sector. Listen now to understand how gender diversity in technology can be strengthened worldwide. The Nordic Council of Ministers supports this podcast.
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
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.
On Episode 445 of The Core Report, financial journalist Govindraj Ethiraj talks to Bjarne Schieldrop, Chief Analyst of Commodities at SEB Research as well as Tamal Bandyopadhyay, Consulting Editor at Business Standard. SHOW NOTES (00:00) Stories Of The Day (01:09) The markets demonstrate their weakness, diving on external cues (05:02) India's trade minister says to wait till the Trump administration comes in before jumping the gun (07:51) Where are oil prices going now as war tensions rise again? (14:47) Another central bank led gold rush has started off (15:32) Are unsecured loans flowing into the stock market? How India's Economy Works with Puja Mehra Rhetoric vs Reality: Trump's Disruptive Agenda with Neelkanth Mishra Spotify | Apple | Youtube 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
On Episode 443 of The Core Report, financial journalist Govindraj Ethiraj talks to chartered accountant Anand Bathiya, President of the Bombay Chartered Accountants' Society (BCAS). We also feature an excerpt from an interview with Axis Bank Chief Economist Neelkanth Mishra from the recent episode of our show “How India's Economy Works” hosted by Puja Mehra. SHOW NOTES (00:00) The Take (06:07) The markets lose steam and wait for fresh cues (08:01) Wall Street hits fresh high on Monday (08:38) Oil prices cool off on reports of potential Israel-Hezbollah ceasefire (11:50) What does India's new PAN card promise? (18:57) Is China geared internally for its upcoming tariff wars with the United States? How India's Economy Works with Puja Mehra Rhetoric vs Reality: Trump's Disruptive Agenda with Neelkanth Mishra Spotify | Apple | Youtube 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
On November 12, the DRDO conducted the maiden flight test of the Long-Range Land Attack Cruise Missile (LRLACM), successfully meeting all mission objectives. Just days later, on November 16, India achieved another milestone by testing its first long-range hypersonic missile, joining an elite club of nations with this cutting-edge capability.What makes these tests so special?In this episode, host Dev Goswami and defence expert Shiv Aroor analyse their significance for India's defence landscape. What do these tests reveal about India's growing missile technology? How do they enhance the country's strategic position globally?The LRLACM test was especially significant because it showcased the Manik engine, a homegrown development representing a major advancement in the country's missile propulsion technology.Are these breakthroughs sufficient to ensure India's self-reliance in defence technology?Looking back at the evolution of missile technology, the duo traces its journey from primitive war implements to sophisticated systems like the BrahMos. How has this technological evolution transformed modern warfare and diplomacy?Moreover, they revisit the legacy of the BrahMos project as a model of international collaboration and technological growth.Tune in!Produced by Anna PriyadarshiniSound mix by Sachin DwivediBinge on the previous episodes here:How India hit it out of the park with the legendary BrahMos cruise missile: https://podcasts.indiatoday.in/politics-&-history/in-our-defence/how-india-hit-it-out-of-the-park-with-the-legendary-brahmos-cruise-missile-in-our-defence-s02-ep-21-991112-2024-04-25Hypersonic missiles tested in Iran-Israel conflict: Game-changer in modern warfare? https://podcasts.indiatoday.in/politics-&-history/in-our-defence/hypersonic-missiles-tested-in-iran-israel-conflict-game-changer-in-modern-warfare-in-our-defence-s02-ep-42-1101993-2024-10-04America to blame for Tejas delay? https://podcasts.indiatoday.in/politics-&-history/in-our-defence/america-to-blame-for-tejas-delay-in-our-defence-s02-ep-31-1052148-2024-07-18
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
How the 1991 crisis got India to rethink its economic approach.By early 1991, India's reserves were nearly gone.The government took a desperate step—it sent 67,000Kg of gold abroad to secure a loan from the IMF.This was a last-ditch effort to avoid default, but it only bought a little time. But soon, the govt collapsed again, leading to a new election.In June 1991, P.V. Narasimha Rao became Prime Minister, and he chose Manmohan Singh as his Finance Minister— and things changed.Rao and Singh quickly implemented reforms: they removed restrictive licensing, welcomed foreign investment, and eased machinery imports.The 1991 crisis forced India to rethink its economic approach—it highlighted the risks of heavy borrowing and too much government control. But it also showed that when things get tough, bold decisions can turn a bad situation into an opportunity.In this episode of the NEON Show, Rajrishi Singhal, a senior journalist, banker, shares his deep insights into India's economic reforms and financial sector. Singhal offers a nuanced perspective on why India's economic progress hasn't met expectations, touching on issues from private sector investment to the success of reforms during coalition governments.-------------Timestamp 00:00 - Introduction to the podcast and guest, Rajrishi Singhal.01:23 - Corruption in India and its impact on the economy05:30 - how demonetization was not to take out corruption07:06 - Rajiv Gandhi was the original ‘Accidental Prime Minister'12:29 - What pushed us into the 1991 crisis14:45 - Raids on reliance industries 18:57 - How India almost went bankrupt21:45 - Complexities of India's banking system19:15 - What are regional rural banks (RRBs)25:26 - Corruption's impact on investments.28:41 - Why doesn't India have more new banks32:00 - Why private sector investments in India have been limited34:25 - Success of reforms during coalition governments40:26 - Foreign investors' concerns about sudden policy changes in India41:26 - Impact of demonetization on the Indian economy-------------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/TheNeonShoww-------------Looking 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 https://primevp.in/-------------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
In this episode, we sit down with Amarjit Singh Batra, Managing Director of Spotify India (and General Manager of 59 Countries), a visionary leader shaping the future of music streaming in one of the world's largest music markets. Amarjit shares his fascinating journey, from being at the forefront of the Indian internet economy to leading Spotify's expansion across India, South Asia, Africa, and the Middle East. We explore the key shifts in music consumption in India, Spotify's unique “last-mover advantage,” and how Amarjit and his team have built a thriving business by leveraging personalized experiences and supporting local artists through initiatives like playlist curation and artist masterclasses. Amarjit also reflects on his role as a corporate leader with a founder's mindset, the evolution of the Indian internet economy over the past two decades, and his thoughts on why it's crucial to adopt a long-term approach in a dynamic market like India. He candidly shares his thoughts on retaining customers in a competitive space, the booming independent music scene in India, and how Spotify is empowering creators to build global audiences. This episode offers a deep dive into the business strategies, leadership insights, and the future of India's music industry, making it a must-watch for entrepreneurs, music lovers, and anyone navigating the fast-changing consumer landscape. 0:00 - Introduction 1:26 - Amarjit's thoughts on changes in the Indian economy 6:31 - Amarjit's view on his roles in companies 11:01 - Differences when Amarjit joined Spotify 22:41 - How Amarjit found the Spotify opportunity 31:11 - How India consumes music 46:21 - Split for a company to focus on music in India 52:20 - How an artist can become successful 1:00:00 - Establishing yourself meaningfully 1:09:23 - How Amarjit learns from international markets 1:16:20 - Amarjit's learning from Danial 1:19:05 - What Amarjit's friends would say about him 1:21:45 - Amarjit's strengths and fears 1:23:57 - How Amarjit has stayed at the top for decades 1:34:40 - What Amarjit would say to his younger self 01:39:48 - Outro Instagram of Jivraj: instagram.com/jivrajsinghsachar #indiansiliconvalley #isv #indiansiliconvalleypodcast #isvpodcast #jivrajsinghsachar #entrepreneurship #startups #finance #leadership
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
Revered as soldiers, the Gurkhas are Nepalis who are recruited into the British Army, the Singapore Police, the Indian Army, and recently, even the Russian army. Synopsis: Join The Straits Times' senior columnist Ravi Velloor, as he distils his experience from four decades of covering the Asian continent. In this episode, Ravi speaks with one of the most highly decorated officers of the Indian Army, retired Lt. Gen. Shokin Chauhan, on the future of Gurkhas, the famous warriors from the hill tribes of central Nepal. Gurkhas, who form the largest ethnic component of the Indian Army, have also lately been in the news after it was reported that some of them died fighting for Russia in the Ukraine War. A celebrated scholar-soldier and a retired second generation Gurkha Rifles officer of the Indian Army, Lt. Gen. Chauhan and Ravi discuss recent changes to India's military recruitment policies that led Nepal to ban Gurkha recruitment by New Delhi, whether Nepal's Maoist government will permit Nepalese soldiers to continue participating in UN peacekeeping operations, and the relevance of foot-soldiers in the era of robotics in warfare. Highlights (click/tap above): 2:00 Why Gurkha troops are special 08:50 Special height provisions for Gurkhas in British, Indian armies 11:15 Why Gurkhas go abroad to fight; Gurkhas in Russia 14:40 How India's new recruitment policy hits Gurkhas 18:00 Could India's Gurkha Regiment be disbanded? 22:50 Nepal and UN peace-keeping operations 25:00 Future of Gurkhas and infantry in the age of robotics Produced by: Ravi Velloor (velloor@sph.com.sg) and Fa'izah Sani Edited by: Fa'izah Sani Follow Speaking Of Asia Podcast every second Friday of the month here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg Ravi Velloor's columns: https://str.sg/3xRP Ravi Velloor on X: https://twitter.com/RaviVelloor Register for Asian Insider newsletter: https://str.sg/stnewsletters --- Discover more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 The Usual Place: https://str.sg/wEr7u In Your Opinion: https://str.sg/w7Qt COE Watch: https://str.sg/iTtE Asian Insider: https://str.sg/JWa7 Health Check: https://str.sg/JWaN Green Pulse: https://str.sg/JWaf Your Money & Career: https://str.sg/wB2m Hard Tackle: https://str.sg/JWRE #PopVultures: https://str.sg/JWad Music Lab: https://str.sg/w9TX --- ST Podcast website: http://str.sg/stpodcasts ST Podcasts YouTube: https://str.sg/4Vwsa --- Special edition series: True Crimes Of Asia (6 eps): https://str.sg/i44T The Unsolved Mysteries of South-east Asia (5 eps): https://str.sg/wuZ2 Invisible Asia (9 eps): https://str.sg/wuZn Stop Scams (10 eps): https://str.sg/wuZB Singapore's War On Covid (5 eps): https://str.sg/wuJa --- Get The Straits Times' app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX #STAsianInsiderSee omnystudio.com/listener for privacy information.
Revered as soldiers, the Gurkhas are Nepalis who are recruited into the British Army, the Singapore Police, the Indian Army, and recently, even the Russian army. Synopsis: Join The Straits Times' senior columnist Ravi Velloor, as he distils his experience from four decades of covering the Asian continent. In this episode, Ravi speaks with one of the most highly decorated officers of the Indian Army, retired Lt. Gen. Shokin Chauhan, on the future of Gurkhas, the famous warriors from the hill tribes of central Nepal. Gurkhas, who form the largest ethnic component of the Indian Army, have also lately been in the news after it was reported that some of them died fighting for Russia in the Ukraine War. A celebrated scholar-soldier and a retired second generation Gurkha Rifles officer of the Indian Army, Lt. Gen. Chauhan and Ravi discuss recent changes to India's military recruitment policies that led Nepal to ban Gurkha recruitment by New Delhi, whether Nepal's Maoist government will permit Nepalese soldiers to continue participating in UN peacekeeping operations, and the relevance of foot-soldiers in the era of robotics in warfare. Highlights (click/tap above): 2:00 Why Gurkha troops are special 08:50 Special height provisions for Gurkhas in British, Indian armies 11:15 Why Gurkhas go abroad to fight; Gurkhas in Russia 14:40 How India's new recruitment policy hits Gurkhas 18:00 Could India's Gurkha Regiment be disbanded? 22:50 Nepal and UN peace-keeping operations 25:00 Future of Gurkhas and infantry in the age of robotics Produced by: Ravi Velloor (velloor@sph.com.sg) and Fa'izah Sani Edited by: Fa'izah Sani Follow Speaking Of Asia Podcast every second Friday of the month here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg Ravi Velloor's columns: https://str.sg/3xRP Ravi Velloor on X: https://twitter.com/RaviVelloor Register for Asian Insider newsletter: https://str.sg/stnewsletters --- Discover more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 The Usual Place: https://str.sg/wEr7u In Your Opinion: https://str.sg/w7Qt COE Watch: https://str.sg/iTtE Asian Insider: https://str.sg/JWa7 Health Check: https://str.sg/JWaN Green Pulse: https://str.sg/JWaf Your Money & Career: https://str.sg/wB2m Hard Tackle: https://str.sg/JWRE #PopVultures: https://str.sg/JWad Music Lab: https://str.sg/w9TX --- ST Podcast website: http://str.sg/stpodcasts ST Podcasts YouTube: https://str.sg/4Vwsa --- Special edition series: True Crimes Of Asia (6 eps): https://str.sg/i44T The Unsolved Mysteries of South-east Asia (5 eps): https://str.sg/wuZ2 Invisible Asia (9 eps): https://str.sg/wuZn Stop Scams (10 eps): https://str.sg/wuZB Singapore's War On Covid (5 eps): https://str.sg/wuJa --- Get The Straits Times' app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX #STAsianInsiderSee omnystudio.com/listener for privacy information.
This interview with Angus Shillington explores why India is the most promising emerging market, why it has outperformed the S&P 500, and the country's favorable demographics. We also discuss the risks & rewards of investing in China, how Chinese equities compare to Indian equities, and the booming semiconductor market. This interview is paid sponsorship on behalf of the VanEck corporation. Recorded on August 22, 2024. __ Follow Angus Shillington on Twitter: https://x.com/angusshillingto Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (00:18) Emerging Vs Developed Market Investing (01:19) GDP Vs Equity Performance (06:16) Risks & Rewards In Chinese Equities (10:14) Chinese Real Estate Market (11:54) Most Promising Emerging Market (18:28) How India's Market Improved (22:57) How India Companies Fund Themselves (24:29) India's Favorable Demographics (30:01) Best Performing Industries In India (33:09) India Inflation (35:31) India's Imports & Exports (36:50) Indian Vs Chinese Equity Valuations (45:58) Indian Investment Goals (49:00) Indian Vs Chinese Financial Sector (53:54) TSMC, NVIDIA, & The Semiconductor Market (01:10:01) Does ASML Have A Monopoly (01:12:26) Most & Least Favorable EMs __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets
New Zero100 research reveals that the APAC region is the sleeping giant of supply chain digitization. Now, it's time for the West to wake up. In this episode, the team explores the growing divide between East and West when it comes to digital skills, tools, and processes, and provides guidance for leaders looking to level up their own global teams. Featuring: Zero100 VP, Research Geraint John, and Co-Founder and Chief Research Officer, Kevin O'Marah.The markers of APAC's digital supply chain dominance (1:59)Four reasons the East is leapfrogging the West on digital (4:06)How India became the rising star of the APAC region (7:52)Digital success stories from LG, Toyota, Flipkart, and Huawei (9:30)The secrets behind Temu's low prices (15:27)Strategies for connecting global teams that span the East and West (17:14)Lessons from APAC supply chains to tap into now (20:24)
On Episode 355 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinod Karki, equity strategist at ICICI Securities as well as Manisha Kapoor, CEO of the Advertising Standards Council of India (ASCI).SHOW NOTES(00:00) The Take: Investors Concerned About Market Valuations(06:36) Friday markets track global cues, and could stay subdued on Monday(08:35) Oil prices fall to around $77 despite increased geopolitical risk as demand woes take over(10:17) India Inc's Q1 results analysed, what is looking strong and what is not?(20:37) How India's best known apps in health, travel and ecommerce are fooling youListeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor 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
Join us as we explore the booming Indian stock market, Amazon's innovative strategies against Chinese competition, and how AI is reshaping our understanding of common knowledge. We also dive into Tesla's recent surge and the potential for big tech companies to unlock value through spin-offs. — Skip Ahead: (00:00) Introduction and Tour de France (04:24) Tesla's recent performance and consumer discretionary stocks (08:01) Amazon breaking out to new all time highs, and a look at the “Amazon's” of other countries (11:50) Nike, Lululemon, Starbucks: taking a hard hit (13:25) Amazon's strategy against Chinese e-commerce competition (17:24) Regulatory challenges for big tech in Europe and the US (21:41) Potential for big tech spin-offs (26:06) The history of spin-offs vs. spin-offs today (30:20) How Goldman's involved (30:50) How India is benefitting (33:00) India's booming stock market (36:40) Relative strength and what to expect the next 30 years (37:41) Specific Indian companies showing promise (42:15) The growth of cricket and sports investment in India (44:04) Headlines getting worse, opinions getting dumber… what should we be worried about? (46:18) AI's impact on common knowledge (48:30) “Grift" and the importance of optimism in investing — Referenced: • Tour de France: https://www.letour.fr/en/ • THEMOVE on Apple Podcasts: https://podcasts.apple.com/us/podcast/themove/id1254370585 • Shoe Dog: https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike-ebook/dp/B0176M1A44 • Shein: https://us.shein.com/ • Temu: https://www.temu.com/ • One Medical: https://health.amazon.com/prime • AWS: https://aws.amazon.com/?nc2=h_lg • Oracle: https://www.oracle.com/ • Make My Trip: https://www.makemytrip.com/?ccde=us — Big Thank You To Our Guest: • Michael Parekh - https://www.linkedin.com/in/michaelparekh/ — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ — Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/
We review the final of the T20 World Cup and end of India's wait for an ICC trophy. Talking Points: How trophy wins don't define India's legacy. The unfairness of labelling South Africa chokers. The peerless Bumrah. Virat Kohli's change of approach and his great swansong T20 innings in the final. Rohit, Pant and the fallacy of "shot selections". How India finally managed to construct a well balanced squad for the conditions. Participants: Siddhartha Vaidyanathan (@sidvee) Ashoka (@ABVan) Mahesh (@cornerd) --------------------------------------------------------------------------------------------- Buy books republished by 81allout: War Minus the Shooting by Mike Marqusee Cricket Beyond the Bazaar by Mike Coward The Summer Game by Gideon Haigh --------------------------------------------------------------------------------------------- Related: 'The Worm Turns for India's Greatest Generation"- Cricketingview.
Recently, a father and his son died in Visakhapatnam after their pet dog bit them. Reports say that they did not take the anti-rabies vaccine soon enough. Rabies is one of the oldest zoonotic diseases. People are often bitten by street dogs, who are present in great numbers in both cities, and villages of the country. With around 60 million free-ranging dogs, India arguably has the biggest population of street dogs in the world. Most of these dogs aren't vaccinated against rabies. Most of the rabies cases are dog-mediated. The WHO says that low awareness of the need to seek healthcare after dog bites claims the lives of 55000 people each year globally, mostly in Asia and Africa. True burden of rabies in India is not fully known, but as per given information, it causes 18000 to 20,000 deaths each year. This episode was brilliantly reported by Mahima Jain which got a special mention at One World Media's Podcast and Radio Award in 2022. The podcast takes you through the many factors that complicate rabies control and dog welfare in India. The episode talks about: The link between street dogs and India's struggles with rabies elimination. The kind of treatment that is effective against rabies, and how the Indian healthcare system poses a challenge in providing effective care for those who contract rabies. How India ended up with an overpopulation of street dogs Potential barriers in implementing the National Action Plan for Rabies Elimination by 2030 References Man, son die of rabies after pet dog bites them in Visakhapatnam - The Hindu Rabies as a Public Health Concern in India—A Historical Perspective Overview of Animal Laws in India Centers For Disease Control and Prevention: Global Rabies Work US National Library of Medicine: Striking back against rabies Burden of illness of dog-mediated rabies in India: A systematic review Modelling the challenges of managing free-ranging dog populations WHO Rabies: Rabies News: India sees 1.75 million dog bites every year, yet we face up to 80% shortage of anti-rabies vaccines Rabies deaths down by a third in three years in India, but snakebites continue to kill | Health - Hindustan Times In the Himalayas, growing population of feral dogs poses threat to wildlife, humans – Firstpost Over 300 dogs poisoned to death by Andhra village panchayat, alleges activist 5 doses over days, keep rabies away - The Hindu See sunoindia.in/privacy-policy for privacy information.
On Sunday night, India's new National Democratic Alliance (NDA) government was sworn into office, with Prime Minister Narendra Modi at its helm once more.We have a new group of Bharatiya Janata Party (BJP) allies, a new group of ministers, and a new look in terms of how the Modi government will function in its third term. However, the economic challenges the new government faces are quite old.Many experts believe that concerns about inflation, jobs, and lack of upward mobility dented the BJP's electoral prospects in the recent general election. To talk about the Indian economy and the steps the new government must take, Milan is joined on the show this week by Trinh Nguyen.Trinh is a senior economist covering emerging Asia at Natixis, based in Hong Kong, where she surveys economic trends across Asia, including in India. She previously worked at HSBC as an ASEAN economist from 2011 to 2015. She is also a nonresident scholar in the Asia Program at the Carnegie Endowment for International Peace.Trinh and Milan discuss the market reaction to the surprise 2024 election result, the key vulnerabilities for the Indian economy, and how India is performing relative to its Asian peers. Plus, the two discuss India's ability to leverage the “China+1” moment, the recent slump in foreign direct investment (FDI), and whether coalition government spells doom for reforms.Episode notes:“Political Earthquakes: Key 2024 Elections in Emerging Markets and What it Means for Growth and Reforms,” Natixis, June 4, 2024.Trinh Nguyen, Kelly Wang, and Diana Zhao, “Lower current account deficit shields India from external shocks and future success hinges on sustaining it,” Natixis, May 29, 2024.Trinh Nyugen and Kelly Wang, “Modi Drove Growth with Public Investment, Supported by Higher Fiscal Revenue; Foreign Inflows Should Help with Funding Pressure,” Natixis, April 12, 2024.Trinh Nguyen and Kelly Wang, “India's Womenomics? Modi's Decade of Formalisation of Jobs Marches Forward,” Natixis, March 8, 2024.“How India's Economy Can Break the Mold (with Rohit Lamba),” Grand Tamasha, May 15, 2024.“The Great Indian Poverty—and Inequality—Debate (with Maitreesh Ghatak),” Grand Tamasha, April 24, 2024.“Decoding the Indian Economy (with Pranjul Bhandari),” Grand Tamasha, April 3, 2024.
On Episode 312 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as Viktor Vanya, director and co-founder of energy analytics company EMA Solutions.SHOW NOTES(00:00) Stories Of The Day(03:43) Markets regain more ground, set to stabilise further.(12:49) Oil prices edge up after Saudi minister says they might hold back on supply increases(13:25) Sharp spikes in prices of tomato, potato and onions push up food costs again(16:09) Demand for LNG is spiking as more gas based power plants start firing up to meet power shortagesFor more of our coverage check out thecore.inCheck out Puja Mehra's book The Lost Decade (2008-18): How India's Growth Story Devolved into Growth Without a Story--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 311 of The Core Report, financial journalist Govindraj Ethiraj talks to Nitin Gupta, senior research analyst at Emkay Global Financial Services, Jigar Pandit, head of commodities at Sharekhan by BNP Paribas as well as Puja Mehra, economic journalist and author.SHOW NOTES(00:00) Stories Of The Day(02:55) The markets jump 3% as the NDA government gets set to rule for another term. Markets set to stabilise further(06:56) Shifting themes within the markets: why consumer goods stocks are doing well even as capital goods stocks slide(15:31) Gold and silver are edging up again, where do they stand at times like this?(20:47) The major economic imperatives for India and a new Government, looking back, looking forward(28:04) Delhi's Hindon Airport gets more airlines including the first major oneFor more of our coverage check out thecore.inCheck out Puja Mehra's book The Lost Decade (2008-18): How India's Growth Story Devolved into Growth Without a Story --Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 309 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, head of investment strategy and senior vice president at Geojit Financial Services.SHOW NOTES(00:00) Stories Of The Day(01:57) Markets set to rise in volatile trade on vote counting day(11:56) Oil prices fall further, now below $79(13:28) How India's renewed plans for a manufacturing thrust could play out(15:10) Aviation goes places in 2024 with close to 5 billion travellers and $1 trillion in revenues projectedFor more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
We get very excited about the upcoming T20 World Cup, including a chance to see a whole bunch of associate sides, new stars to emerge, and for good/bad mojo to decide the tournament.0:00 The boredom of creating content vs the excitement for the World Cup11:00 Unique stories from the associate sides and potential for upsets25:00 Pakistan, West Indies & Sri Lanka - Aar ya Paar sides28:00 How India's conservatism holds them back35:00 Ugh, Australia45:00 England's X-factors - Chris Jordan and Jofra Archer in the Caribbean50:00 Recapping Pakistan's squad, and charting their possible route to a title58:00 Semifinal predictionsFollow us on Youtube!
On Episode 297 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Alok Aggarwal, CEO and chief data scientist at Scry AI and author of “The Fourth Industrial Revolution and 100 Years of AI (1950-2050)”.SHOW NOTES(00:00) Stories Of The Day(01:10) Conflicting signals from the stock markets, what should you believe?(03:04) Some 14 major world markets are at all time highs, not just India. Why does that matter?(05:13) Inclusion in Bond Index not enough for foreign flows into debt, Moody's.(07:20) Indian banks are having the best time in history.(08:59) Exclusive: The real numbers on how India could see more AI jobs being created rather than lost(24:14) Elon Musk is in Asia but skips India again, lands in Bali to launch Starlink.Subscribe to How India's Economy Works with Puja MehraFor more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Concerns grow over the widening Middle East conflict after Iran launches three hundred ballistic missiles, cruise missiles, and drones at Israel; European Union (EU) leaders discuss how to bolster aid to Ukraine amid an uptick in Russian attacks and the situation unfolding in the Middle East; India kicks off the world's largest democratic election—spanning more than forty-four days—where the incumbent Prime Minister Narendra Modi's Bharatiya Janata Party (BJP) is expected to win again; and warming water temperatures cause a mass bleaching of coral reefs. Mentioned on the Podcast Steven A. Cook, “Iran Attack Means an Even Tougher Balancing Act for the U.S. in the Middle East,” CFR.org “How India's Imports of Russian Oil Have Lubricated Global Markets,” Economist Andy Bounds, Laura Dubois, Christopher Miller, “Germany Urges Dozens of Allies to Send Air Defense Systems to Ukraine,” Financial Times For an episode transcript and show notes, visit The World Next Week at: https://www.cfr.org/podcasts/aftermath-irans-attack-israel-eu-talks-ukraine-indias-massive-election-and-more
On March 11, the Indian Defense Research and Development Organization conducted the maiden test of its Agni-V MIRV (Multiple Independently Targetable Re-Entry Vehicle) missile. MIRV capability is a complex technology and there are only a handful of countries that have developed it.The test represents a breakthrough for India's missile program but it's also prompted warnings of a new arms race in the Indo-Pacific, a region already marked by sharpening geopolitical rivalries. To discuss India's missile program, its defense posture, and its emerging space policy, Milan is joined on the show this week by Ankit Panda. Ankit is the Stanton Senior Fellow in the Nuclear Policy Program at the Carnegie Endowment for International Peace. He's an expert on the Asia-Pacific region and his work encompasses nuclear strategy, arms control, missile defense, nonproliferation, and emerging technologies.Ankit and Milan discuss the significance of India's MIRV test and the new “missile age” in the Indo-Pacific. Plus, the two discuss the China-India-Pakistan triangle, the importance of India's 2019 anti-satellite test, and the future of India's space policy.Episode notes:1. Ankit Panda, Indo-Pacific Missile Arsenals: Avoiding Spirals and Mitigating Escalation Risks (Washington, D.C.: Carnegie Endowment for International Peace, 2023).2. “Southern Asia's Nuclear Future with Ashley J. Tellis,” Grand Tamasha, October 26, 2022.3. Ankit Panda, “The Indo-Pacific's new missile age demands Washington's attention,” Breaking Defense, November 16, 2023.4. Ankit Panda, “How India's breakthrough as an ‘elite space power' devalues discovery and innovation,” South China Morning Post, April 7, 2019.5. Alex Travelli, “The Surprising Striver in the World's Space Business,” New York Times, July 4, 2023.6. Toby Dalton et al., “Dimming Prospects for U.S.-Russia Nonproliferation Cooperation,” Carnegie Endowment for International Peace, March 14, 2024.
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