On Episode 935 of The Core Report, financial journalist Govindraj Ethiraj talks to Sachin Sawrikar, Managing Partner at Artha Bharat Investment Managers. We also feature an excerpt from our latest episode of How India’s Economy Works, featuring Electrical Engineer Sudhir Gera, Director of Operations at IEC Electric Power Ltd.
SHOW NOTES
(00:00) Stories of the Day
(01:00) India’s Contrast Between Weak Macros And Strong Micros
(04:00) IT Stocks Pick Up Pace As Investors Sell Off Global AI Majors
(05:19) Did Apple Miss Out On The AI Boom Or Stay Away From It, A Question Every Business Leader Should Ponder
(07:17) India Is Holding Back More Solar Power As Capacity Exceeds Transmission Infrastructure
(08:41) 46% Of NRI Property Owners In A Survey Are Looking To Sell Their Properties Immediately
(10:23) How Are Investors Responding To GIFT City Based Funds?
(18:22) How Are India’s Engineering Colleges Disconnected From The Job Market?
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