The Core Report – Détails, épisodes et analyse

On Episode 377 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Awtaney, founder and editor of LiveFromALounge.com.

SHOW NOTES

• (00:00) The Take: Grin and Bear It
• (04:31) The markets now sit on their longest rally ever
• (05:59) GDP slows down as projected, economists are revising full year growth figures downwards
• (07:49) GST collections cross Rs 175,000 crore again, steady in recent months
• (08:51) Container cargo companies are seeing a bumper year
• (09:58) The perils of merging a 92 year old airline with a 9 year old one

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In this episode of The Core Report: Weekend Edition, Govindraj Ethiraj explores the fascinating intersection of science and culture at the Science Gallery in Bengaluru. Join us as we discover how this public institution is engaging young minds through research-based interactions and promoting critical thinking.

Our guests, Jahnavi Phalkey, Founding Director of Science Gallery, and Rohini Nilekani, Chairperson of Rohini Nilekani Philanthropies, share their insights on the importance of public spaces in advancing scientific understanding. From the historical context of science to the future of interdisciplinary research, this episode offers a thought-provoking discussion on the role of science in society.

About Jahnavi Phalkey 
Jahnavi Phalkey is a filmmaker and historian of science and technology. Formerly at King's College London, she is now the Founding Director of Science Gallery Bengaluru and Sir Asutosh Mukherjee Visiting Professor at the National Institute of Advanced Studies.
She has been a Fellow at the Wissenschaftskolleg zu Berlin (2013-14) following which she was on secondment to the Science Museum London as external curator (2013-2015).

About Rohini Nilekani
Rohini Nilekani is the Chairperson of Rohini Nilekani Philanthropies and Co-founder and Director of EkStep, a non-profit education platform. She is also the Founder and Former Chairperson of Arghyam, a foundation she set up in 2001 for sustainable water and sanitation, which funds initiatives across India. From 2004 to 2014, she was Founder-Chairperson and chief funder of Pratham Books, a non-profit children’s publisher that reached millions of children during her tenure. She sits on the Board of Trustees of ATREE, an environmental think tank. In the past, she has served on the Audit Advisory Board of the Comptroller and Auditor General of India and the Eminent Persons Advisory Group of the Competition Commission of India.

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On Episode 367 of The Core Report, financial journalist Govindraj Ethiraj talks to Mukesh Butani, well known tax lawyer and founder of BMR Legal.

SHOW NOTES

• (00:00) The Take: How Safe is My Money?
• (05:00) Markets are listless and standing by
• (07:41) India’s usually strong rupee has weakened when most other currencies have risen
• (08:49) How iron ore went from being the hottest commodity to almost nothing and the India angle
• (11:05) Why a minimum tax rate for global digital multinationals like Netflix and Amazon might take a little longer
• (19:43) India’s domestic aviation sector continues to grow
• (20:36) Candy giant Mars is buying parent of chips brand Pringles in mega $36 billion deal

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On Episode 277 of The Core Report, financial journalist Govindraj Ethiraj, talks to Ajit Dayal, Founder of Quantum Mutual Fund.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Small Caps Are Powering Back In Sign That Confidence Levels Are Rising Again
• (02:39) Gold Prices Take A Big Knock But Macro Demand Indicators Still Strong
• (07:01) India’s Business Activity Grows At Fastest In 14 Years
• (08:05) Adani Wants To Settle An Allegation With Sebi Which It Denied
• (09:57) Apple China iPhone Sales Crash, India Matters More
• (11:39) Index Hits 75000, Is It Safe To Invest At New Peaks?

Subscribe to How India's Economy Works with Puja Mehra

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On Episode 276 of The Core Report, financial journalist Govindraj Ethiraj, talks to Nilesh Sathe, former director of the Insurance Regulatory & Development Authority of India.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Markets Stage Relief Rally, Search For Fresh Directions, Tech Stocks Lose Ground On Wall Street
• (02:47) Oil Prices Are Falling Fast, Now At $86 A Barrel
• (05:08) Reliance Industries Now A $120 Billion Company
• (06:25) Diamond Exports Fall Sharply
• (07:19) Insurance Regulator Wants New Health Insurance Products Including For Older People, Will Companies Deliver?

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On Episode 275 of The Core Report, financial journalist Govindraj Ethiraj, talks to Siddharth Pai, a technology research consultant and Founder & Managing Partner at Siana Capital (a venture firm) as well as economic journalist and author Puja Mehra.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Markets And Oil Recover From Middle East Tensions, All Eyes On Earnings
• (07:07) Insurance Companies Will Now Offer Health Coverage For Pre-Existing Conditions Like Cancer As Well, Age Limit Of 65 Years Removed
• (08:41) What Exactly Is Going On With Elon Musk’s India Investment
• (13:10) Indian IT’s Falling Headcounts. What They Really Mean And Why The Prognosis Is Grim
• (25:50) Why A Policy To Offer Free Bus Rides To Women May Not Have The Desired Effect

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This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to veteran investor Jyotivardhan Jaipuria of Valentis Advisors. Jyotivardhan Jaipuria shares his investment strategy focusing on unearthing undervalued companies with robust earnings growth. In this conversation you'll learn about consumption vs. investment, investment themes driven by government spending, looking for banks with strong deposit franchises and a focus on corporate lending, The IT sector, the impact of AI and much more

About Jyotivardhan Jaipuria 
Mr. Jyotivardhan Jaipuria has an overall 36 years of experience in the Indian Capital Market including 21 years at DSP Merrill Lynch and 8 years at ICICI. He was Head of Research and strategist for India at DSP Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist and analyst, Jyoti was rated amongst the top in India by leading institutional investors and figured in the Top 5 leading vote getters regularly. The DSP Merrill research team was consistently ranked top 3 in India in investor surveys. In the 15 years he headed research, the team was No 1 in the Institutional Investor survey on 4 occasions. Jyoti served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Jyoti has an MBA from the Indian Institute of Management (IIM), Ahmedabad.

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The Core Report: Weekend Edition ft Jyotivardhan Jaipuria (Video)

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On Episode 273 of The Core Report, financial journalist Govindraj Ethiraj, talks to Tarun Pathak, Research Director at Counterpoint Research as well as veteran economic journalist and columnist Shankkar Aiyar.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Markets Struggle And Give Up Gains As Weakness Continues, Crude Down Below $87
• (03:03) Headcounts Continue To Fall In India IT Services Majors Amidst Flat Revenue Growth
• (05:36) Nestle Under Fire For Adding Sugar In Rs 2,000 Crore Cerelac Brand
• (09:33) Can Falling iPhone Sales Impact India Production
• (16:49) Elections Kick Off Today, What’s At Stake For India’s Voters

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On Episode 272 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, Vice President, Global Trading Center at the Korean Shinhan Bank in Mumbai as well as Sugandha Sachdeva, Founder of SS WealthStreet, a Delhi-based equity, commodity and research firm.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:10) The Markets Fight To Hold Ground But End Lower. It's Back To Fed Gazing
• (03:20) Global Funds Are Retreating From Emerging Markets Like Asia
• (04:23) The Rupee Is Hitting Fresh All Time Lows
• (15:42) Can Gold Prices Keep Going Up
• (23:43) The World’s Fastest Growing Advanced Economy 
• (24:50) Heatwaves In Philippines And Mumbai To Floods In Dubai

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On Episode 271 of The Core Report, we feature a discussion between financial journalist Govindraj Ethiraj, veteran economic journalist and New Indian Express columnist Shankkar Aiyar, business adviser, researcher, author, and academic Rama Bijapurkar, and founder-director at CVoter Yashwant Deshmukh about the upcoming elections, voter behaviour, and much more.

SHOW NOTES

• (00:00) Intro
• (02:06) Key findings of the CVoter survey (Yashwant Deshmukh)
• (04:19) Voter Demographics (Rama Bijapurkar)
• (09:08) Voter Engagement (Shankkar Aiyar)
• (12:47) Voter Aspirations (Rama Bijapurkar)
• (14:50) Voter Aspiration vs Experience I (Rama Bijapurkar)
• (17:53) Voter Aspiration vs Experience II (Shankkar Aiyar)
• (23:09) The idea of India I (Shankkar Aiyar)
• (25:04) The idea of India II (Rama Bijapurkar)
• (27:29) Voter Self-Identification (Rama Bijapurkar)
• (29:20) How are politicians optimising voter data and technology
• (32:14) Last words

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