Tesla Sales CRASH: Why EV Demand is FALLING in 2025! | Govindraj Ethiraj | The Core Report скачать в хорошем качестве

Tesla Sales CRASH: Why EV Demand is FALLING in 2025! | Govindraj Ethiraj | The Core Report

On Episode 529 of The Core Report, financial journalist Govindraj Ethiraj talks to Sumit Jain, Deputy CIO at ASK Investment Managers Private Limited as well as Karan Taurani, Senior Vice President - Research Analyst (Media, Consumer Discretionary & Internet) at Elara Capital. (00:00) Stories of the Day (01:09) Can The Sensex Hit 105,000 by December 2025 (03:33) Going back to the 101 of investing and stock picking (15:36) Oil prices are holding around $70 (17:24) Musk partners with Airtel to bring internet service even as Tesla car sales crash globally. (18:33) What does Reliance Retail’s downsizing mean for the industry? Morgan Stanley Puts It Out There: Morgan Stanley predicts Sensex at 105,000 by Dec 2025 (41% up), with a base case of 93,000 (25% up). The bear case sees a dip to 70,000 (-6%). Markets opened weak due to Trump uncertainty & US recession fears but rebounded. Sensex closed at 74,102 (-13 points), Nifty at 22,498 (+38 points). IndusInd Bank fell 27% due to derivative discrepancies. MidCap rose 0.7%, SmallCap fell 0.7%. Wall Street suffered a major sell-off, with the Nasdaq hitting its worst day since Sep 2022 and the Dow dropping 900 points. Trump called it a “transition period”, while Citigroup downgraded US equities and upgraded China. Morgan Stanley’s India Outlook: Morgan Stanley sees India’s valuations as the most attractive since Covid, favoring cyclicals, financials, industrials, consumer discretionary, and tech. Top picks: Jubilant FoodWorks, M&M, Maruti, Trent, Bajaj Finance, ICICI Bank, Titan, L&T, Ultratech, Infosys. India’s credit expansion, manufacturing growth, and energy transition will drive markets. Income tax cuts may boost urban demand, but impact remains unclear. Sumit Jain (ASK Investment Managers) highlighted that shifting global capital flows could impact Indian equities in the coming quarters. Oil Prices: Oil rose 1%, supported by a weaker US dollar amid concerns of a US slowdown & trade tariffs. Brent crude traded at $70.01 per barrel. Solar energy dominated US power expansion, accounting for 84% of new capacity in 2024, though policy uncertainty remains. COMMODITY: India’s cotton imports may double in 2024/25 as production drops 10% due to reduced acreage and adverse weather. The Cotton Association of India estimates India’s production at 29.53M bales, while demand is expected to reach 31.5M bales, driving imports to 3M bales (up from 1.52M last year). Tesla Sales Fall: Tesla’s stock plummeted 15% on Monday, marking its worst drop in over four years, as analysts slashed delivery projections for 2025. UBS revised its estimates downward by 16%, expecting Tesla’s 2025 sales to decline by 5% instead of growing. While global EV sales struggle, Chinese manufacturers continue to dominate the market. RELIANCE: Reliance Retail is slowing expansion, cutting marketing budgets, and merging units to improve efficiency. Brokerages slashed its valuation to $50B (from $100B in 2022), though IPO target remains $125B. Karan Taurani (Elara Securities) noted that Reliance’s recalibration reflects investor concerns over profitability and growth. How Bad Overall Signals: Despite market volatility, Godrej Agrovet is acquiring Creamline Dairy for ₹930 crore, Zydus Lifesciences is in talks to acquire Amplitude Surgical (France) for €256.8M, and Bharti Airtel has partnered with SpaceX Starlink for satellite internet (pending approvals). Cybercrime Surge: India saw a 4x jump in high-value cyber frauds in FY24, leading to ₹177 crore in losses, highlighting rising digital transaction risks. Tesla’s EV crisis is unfolding. Will Elon Musk turn it around? Stay ahead with The Core Report for expert financial insights. Like, Share & Subscribe for the latest updates on stock markets, tech, and business. Hit the bell icon so you never miss a deep dive. Share your thoughts in the comments and join our WhatsApp channel for exclusive insights. #Tesla #Starlink #EVMarket #TheCoreReport Listeners! We await your feedback: https://tinyurl.com/TCR-Listener-Survey The Core & The Core Report is ad supported & FREE for all readers & listeners. Write in to [email protected] for sponsorships & brand studio requirements. For more of our coverage check out thecore.in (https://www.thecore.in/) Support the Core Report (https://tinyurl.com/Support-the-Core-...) Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp...) Subscribe to our Newsletter (https://www.thecore.in/newsletters/th...) Follow Us on [Social Media Platform] for More Updates!: Twitter (  / the_core_in  ) Instagram (  / the.core.in  ) Facebook (  / thecore.biz  ) Linkedin (  / thecore-in  ) Youtube (   / @thecore_in  )