The Core
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The Core brings you exclusive reporting, insights & views on business, manufacturing and technology.
Joined October 2022
Is your food really organic? As @niikkhhiil from @Algorand points out, the amount of food sold as organic in India today is almost twice the amount produced. "The whole organic certification is a sham", as it lacks proof and transparency, he tells @govindethiraj. Blockchain
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India controls "almost 95-96%" of the global outsourcing market, and "there is virtually no competition at all in this business." Sandip Agarwal from Sowilo Investment Managers LLP explains why Trump's latest fee hike for H-1B visas poses no long-term threat to Indian IT firms.
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In a conversation with @govindethiraj, S Ramesh, former chairman of @cbic_india, explains three challenges the industry is now facing with input tax as GST 2.0 comes into effect: the inverted duty structure, embedded taxes, and the transitional issue. While businesses are
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India's $224 billion IT industry faced several near-death moments in the past, including the global financial crisis in 2008 and the shift to digital a few years ago. The industry survived and grew. https://t.co/wbHqHsy7Gq Will it be able to survive the #h1bvisa hit? Here's The
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PM Modi pushes Swadeshi at “Bachat Utsav,” while Trump’s visa fee hike may keep Indian techies home, boosting local consumption.
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The episode is now LIVE! India is now the world’s #2 online shopping nation with over 270 million digital shoppers and a $60 billion e-commerce market. But what makes India’s digital retail story unique, and how will it reshape global business? https://t.co/ws2X7PtqrJ
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🛜 From reshaping how we shop to creating millions of jobs, online shopping is no longer just convenience — it’s a revolution. 👉 Did you know? India ranks #3 worldwide in e-commerce sales and #2 in the number of shoppers. Join @govindethiraj in conversation with Manan Bhasin
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In today's edition of The Core Newsletter: Modi, in his ‘Bachat Utsav’ speech ahead of the GST 2.0 inauguration, called the GST cuts and income tax relief a double bonanza for the 'neo-middle class'. He also urged Indians to go for local products. https://t.co/YghBXERRcK
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Will the Indian IT sector survive the H1B visa fee hike? On The Core Report today, @govindethiraj argues that Trump's latest blow "will have little or no bearing on India's ability to source and grow technology-led businesses from world over." https://t.co/8AD6hsgQRB But how
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India's development is happening at an unprecedented pace, but so are climate challenges. "That pace is not going to get reduced. So now the thing is, how does the capacity of our professionals get better?" @AmitProthi explains how @cdri_world is working to build that capacity
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As India races to build dozens of swanky new airports, land and legal disputes, and bureaucratic hurdles have posed a big challenge. While India’s plans are ambitious, could these challenges disrupt the pace? https://t.co/gVRK91nxQb Read Neelam Mathews' report to find out.
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India’s greenfield airport boom faces delays; Navi Mumbai, Noida projects highlight land, red tape hurdles despite strong ambition and expansion plans.
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How can India and the world prepare for climate risks that threaten economies and lives? Tune in to The Core Report to listen to the full interview: https://t.co/Y37g7I6PP0.
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Can we use AI to predict extreme climate events like excess rainfall or heatwaves? The answer is yes, but the challenge is how? @AmitProthi tells @govindethiraj. The private sector is already leading the way in this area, using emerging technologies to prepare early warning
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How can India and the world prepare for climate risks that threaten economies and lives? Tune in to The Core Report to listen to the full interview: https://t.co/Y37g7I6PP0.
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The tragic loss of lives and livelihoods due to heavy rainfall in states like Punjab, Himachal, and Uttarakhand is a result of a rapidly warming planet. The destruction was a reminder that we need to take urgent steps to prepare for future disasters. From improved predictability
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Can domestic inflows alone drive the market? The stock market has remained steady despite weak earnings due to a strong inflow of domestic liquidity, but @ambareeshbaliga argues that for long-term growth, the real drivers have to be strong fundamentals—the health of the economy
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To what extent can domestic investors save the equity market? What is really needed for it to rise meaningfully? Listen to the full interview here:
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The Indian stock market would have been cracking a decade ago had we seen a part of the FII selling that we saw in the last year, veteran market expert @ambareeshbaliga tells @govindethiraj on The Core Report. The market stayed strong because there was a huge amount of domestic
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On September 22, new GST rates will come into effect. The one question that everyone is asking: Will the new rates spur consumption? https://t.co/wn3sDPf8Bz "Certainly, consumers prefer lower prices. However, their willingness to buy more, or upgrade their purchases, depends on
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GST cuts will make essentials cheaper, sparking optimism, but India’s consumption boost hinges on whether savings fuel spending or cover survival.
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All eyes will be on Indian consumers next week when the new GST rates come into effect. Businesses are eagerly hoping that the tax reform will release pent-up demand and offer a much-needed boost to consumer spending. https://t.co/HrLUVSByWF Meanwhile, optimism around the
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