The Core

Given the kind of tit-for-tat tariffs that are slated to be imposed, India will probably need to cool the heat down by increasing its energy imports, as the US is a key market for India's refined product exports. - Probal Sen, oil & gas analyst at ICICI Securities Watch the full interview here: https://lnkd.in/g2A2atqR

An analysis by Citibank breaks down the impact of Trump's reciprocal tariffs on the Indian economy. Swipe through the post to understand which sectors would take the most hit from the tariff war. Get more insights from today's episode of The Core Report with Govindraj Ethiraj. Tune in here: https://lnkd.in/gVMXP5F2

From today's edition of The Core Newsletter: Top news updates you shouldn't miss. Read more here: https://lnkd.in/grwqpKBP If you want the newsletter delivered directly to your inbox, sign up here: https://lnkd.in/gkrrQtyV

The Core Newsletter: Motilal Oswal Financial Services saw the highest growth (297%), while Bharti Airtel entered the top five. Nearly 60% of these firms don’t feature in the Fortune India 500. Find out more here: https://lnkd.in/grwqpKBP

Flat markets – good or bad? 📈 Find out why stability matters! Plus, insights on gold prices, Trump’s reciprocal tariffs, LNG imports from the US, and Tesla’s India entry. Tune in to the latest episode of The Core Report with Govindraj Ethiraj for sharp analysis and expert views. https://lnkd.in/gVMXP5F2

📰 Top reads in today’s edition of The Core Newsletter - How Indian brands are breaking global barriers | Interview with FCB Group India's CEO Dheeraj Sinha. - Market valuation of top Indian private firms hits a new record - Market regulator SEBI deals a blow to 19 venture capital firms for non-compliance - Bengaluru’s water crisis may blow up further in 2025. Read the full newsletter for details ⤵️

Episode 512 of The Core Report with Govindraj Ethiraj is here! Today's top stories⤵️ - The markets are flat again and that’s a good sign, - Fresh upside targets as Trump uncertainties drive up gold prices again, - India will import more LNG from the US. What could that mean? With Probal Sen of ICICI Securities, - Making sense of Trump’s reciprocal tariffs on India, sectors hit and the hit, - Vietnam goes DOGE too, announces cutbacks in Government, - Tesla is set to roll into India, on the back of unprecedented concessions. Don't miss today's deep-dive analysis and expert insights. Tune in now!

The Media Room: "We had a great start of the year with 'Black Warrant'....there's more interesting things coming up in the rest of the year." Applause Entertainment's MD Sameer Nair discusses the future of streaming in India with Vanita Kohli-Khandekar, stressing that there's no going back to just TV. "The genie is out of the bottle...I don't think you can now tell a billion Indians that okay guess what? There's no more streaming available. There's no question of all that happening." Watch the full episode here: https://lnkd.in/gdNgmnK8.

The Indian government is set to launch an India AI compute portal, enabling key stakeholders to request compute capacity through the platform. The India AI mission will likely provide shared computing resources through approximately 14,000 graphic processing units (GPUs), covering around 40% of computing costs for eligible users. India's drive to acquire new GPUs aims to equip researchers and startups with the necessary computing power to build foundational AI models, which power AI chatbots like ChatGPT and Gemini. What do 14,000 GPUs mean? In conversation with Govindraj Ethiraj, tech expert Jaspreet Bindra breaks down the basics of GPUs and explains their significance for India's AI mission. Watch the full conversation here: https://lnkd.in/guKRV3Xv

The Indian government is set to launch an AI compute portal, aiming to equip researchers and startups with the computing power needed to build foundational AI models. AI expert Jaspreet Bindra shares insights on this initiative with Govindraj Ethiraj. Watch the full interview here: https://lnkd.in/guKRV3Xv