The Core

NOTE: This transcript contains the host's monologue and includes interview transcripts by a machine. Human eyes have gone through the script but there might still be errors in some of the text, so please refer to the audio in case you need to clarify any part. If you want to get in touch regarding any feedback, you can drop us a message on feedback@thecore.in. Hello and welcome to The Core Report Special Edition.

NOTE: This transcript contains the host's monologue and includes interview transcripts by a machine. Human eyes have gone through the script but there might still be errors in some of the text, so please refer to the audio in case you need to clarify any part. If you want to get in touch regarding any feedback, you can drop us a message on feedback@thecore.in. Hello and welcome to The Core Report Special Edition.

Chances are that you are many things all at once. You are good at multiple tasks. You love and enjoy many different pursuits. It would be difficult for you to make a list of all those things you do well, though it’s a fun project to undertake. For a multifaceted person such as you, how do you decide what really is your “thing”? What truly defines you? What’s your signature style? I have tried to make it easy for you by creating some simple categories.

Most people buy a car and then think about accessories. But Ravi, a tech entrepreneur who I spoke to, refused to drive his brand-new car until he had installed a dashcam. Now, at first, this might sound a little excessive. But, more and more Indians are now treating dashcams as essential. This sector is zooming at a CAGR of 21%. Why? For starters, driving on Indian roads is risky. Road accidents are an unfortunate reality. And for drivers, dashcams provide a sense of security. Peace of mind.

Summary is AI-generated, newsroom-reviewed India's data center boom is fueled by AI capacity, but risks loom. India's operational data center capacity is set to triple or quadruple by 2030, driven by AI demand. Developers rely on local debt financing, unlike American hyperscalers who utilize equity for AI buildouts. Potential oversupply and reliance on global demand assumptions could lead to financial strain on Indian banks and lenders. Every few weeks now, another gigawatt is announced.

On Episode 929 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Notani, Partner at Economics Law Practice (ELP). SHOW NOTES (00:00) Stories of the Day (01:00) Indian Markets Steady Even Global Markets Are Volatile (05:25) Voltas Raises Prices, More Brands Could Follow (06:34) A Lot Of Money Is Locked Up In Security Deposits For Taking Homes On Rent, How Much Comes Back? (08:14) The India-UK FTA Kicked Off On Wednesday, What Are The Early Signs Looking Like?

Summary is AI-generated, newsroom-reviewed The Uralungal Labour Contract Cooperative Society (ULCCS), founded in 1925, is expanding its construction services beyond Kerala through its EPC subsidiary, U-Sphere. ULCCS aims to leverage its century-old expertise to compete in India’s growing infrastructure market. U-Sphere focuses on innovative construction technologies and plans to establish fabrication facilities and skill-development centres.

On Episode 928 of The Core Report, financial journalist Govindraj Ethiraj talks to Mukesh Chand, Senior Counsel at ELP (Economic Laws Practice).

Are Indian films the next big alternative investment? In this episode of The Media Room, Vanita Kohli-Khandekar speaks with Sidharth Jain, founder of Film Money Global, and Rohit Dalmia, founder of CineNow, about how new film funds are trying to turn Indian films into a structured investment opportunity for institutional investors, hedge funds, HNIs, and global capital.

India’s cement industry has for long suffered the notorious reputation of moving in lockstep. Not anymore, though. As weak pricing and rising fuel costs force several of the country's largest cement makers to moderate expansion plans, UltraTech Cement is taking a contrarian approach.