On Episode 518 of The Core Report, financial journalist Govindraj Ethiraj talks to Bjarne Schieldrop, Chief Commodities Analyst of SEB Research. We also feature an excerpt from our interview with Noshir Kaka, Senior Partner, Mumbai at McKinsey & Company from the recent Nasscom Technology Leadership Forum 2025 in Mumbai.

SHOW NOTES

(00:00) Stories of the Day

(01:29) The markets are still struggling to find a bottom

(02:58) RBI reduces risk weightages for banks, possibly to drive retail demand revival

(04:19) How natural gas demand for Europe is driving a potential Russia-Ukraine peace deal

(04:53) BP to increase oil & gas investment to $10 billion per year in return to fossil fuel focus

(16:27) The EU wants India to open up too, just says it more nicely

(19:15) Where is AI taking us and Indian enterprises?

(30:01) Tesla sales fall 45% in Europe as scepticism about an early India success rises

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