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Mutual Funds Must Go Beyond Equity: Kotak AMC's Nilesh Shah On Reinventing India's Investment Industry
On today's episode of The Core Report, Nilesh Shah, MD, Kotak Mahindra Asset Management Co. Ltd on why mutual funds need to expand into debt, gold, REITs, and alternates to bring India's next 34 crore investors on board.
Profits Are Up, Investment Isn't. What The PM’s Advisers Missed
It recommends intensifying PLI incentives and public investment to crowd in private investment, but that may not be the solution.
India's 7.8% GDP Growth Masks A Crude Shock And Price Puzzle
The national accounts for April to June 2026 found less inflation than any household or factory did. Three entries carried 7.8%, and the growth that mattered was less than half of that.
India’s Highway Awards Stall, Threatening The Next Road Buildout
India’s highway awards are slowing despite rising road demand, threatening capacity, raising costs and worsening future congestion.
LNG Trucks Now Beat Diesel by 50%: Anirudh Bhuwalka, Founder and MD, Blue Energy Motors
In the weekend edition of The Core Report, Anirudh Bhuwalka, Founder and MD, Blue Energy Motors talks about how after 100 million kilometres on Indian roads, Blue Energy Motors' LNG trucks are delivering a 40% CO2 cut and matching diesel on power while battery swapping aims to solve electric trucking's five biggest hurdles
India's Skilling Story Needs A Productivity Chapter
Millions have been trained. The next question is whether that training is actually making businesses and workers more productive
If Solutions Exist, Why Wouldn't We Do It: Saint-Gobain's Sreedhar N on India's Climate-Resilient Building Push
In this weekend edition of The Core Report, Sreedhar N CEO - Asia Pacific and India Region , Saint-Gobain talks about why insulation should be mandatory, how waterproofing can double a building's life, and why India's next construction boom must be built smarter, not just bigger
Washington's Transshipment Story Doesn't Add Up
The White House blames China’s tariff evasion for shifting trade, but its evidence leaves key questions unanswered.
Parle Stays No 1 But Loses Ground As Smaller Rivals Grow Faster
As India's FMCG market grows at its fastest pace in two years, the country's biggest brand is losing steam and a new set of challenger brands is stepping up to fill the gap
India's New ‘Rs 5.25’ Green Tariff Is ‘Round The Clock’ In Name Only
Solar Energy Corporation of India's new tariff beats new coal on price. But the contract guarantees only 70 to 90% of supply, and is silent about who pays for the hours it doesn't cover.
L&T’s West Asia Orders Offer Hope For Engineering Firms, But With A Note Of Caution
A revival in project awards is emerging after the war-induced lull, but reconstruction remains nascent, and cost claims on existing projects are yet to be settled.
India’s Borrowing Boom Is Weakening The Household Safety Net
Household debt is at a record high while savings have fallen, raising concerns over repayment capacity.
