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Explore every episode of the podcast The Core Report

Dive into the complete episode list for The Core Report. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
#470 AstraZeneca’s Vision for a Cancer-Free Future with Dr. Sanjeev Panchal28 Dec 202400:33:59

🎙️ This week we are joined by Dr. Sanjeev Panchal, Country President & MD of AstraZeneca India, for a deep dive into the transformative innovations shaping the future of healthcare.

Dr. Panchal discusses AstraZeneca's global ambition to eliminate lung cancer as a cause of death by 2030 and the groundbreaking work being done in India to bring this vision to life.

Discover how early screening technologies powered by AI-integrated X-rays and public-private partnerships with states like Karnataka and Goa are making early detection more accessible and reducing the disease burden.

Dr. Panchal also highlights AstraZeneca's commitment to equitable vaccine access and its efforts to address multiple tumor types, including lung, breast, gastrointestinal, gynecological, and hematological cancers.

Finally, Dr. Panchal sheds light on AstraZeneca's role in driving sustainability by actively working towards becoming carbon neutral while maintaining a strong focus on innovation and collaboration.

Tune in for an inspiring discussion that bridges science, technology, and healthcare, offering a glimpse into how AstraZeneca is shaping the future.


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#469 The Three Avatars of Dr. Manmohan Singh: A Retrospective27 Dec 202400:45:42

In this edition of The Core Report, financial journalist Govindraj Ethiraj is joined by AK Bhattacharya, Editorial Director at the Business Standard and Shankkar Aiyar veteran economic journalist and author, to look back on the life and times of Dr. Manmohan Singh and his contributions in his various roles as RBI Governor, Finance Minister and Prime Minister of India. Taking a holistic view of his life and impact, they talk about his achievements through the crisis of 1991 and the reforms that transformed India’s economy, how his tenure as Prime Minister established a slew of rights-based policies but was also mired by inefficiency and accusations of corruption, and much more.


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#460 Markets Dip As Investors Wait For Cues16 Dec 202400:29:59

On Episode 460 of The Core Report, financial journalist Govindraj Ethiraj talks to Ameera Shah, Executive Chairperson and whole-time Director of Metropolis Healthcare as well as Jairam VG, Founder of Hyperlink Brand Solutions.


SHOW NOTES

  • (00:00) Stories of the Day
  • (00:41) Markets dip as investors wait for cues
  • (03:29) Gold frenzy grips Indian buyers
  • (07:49) Why the cancer diagnostics market is growing
  • (19:18) Legend Zakir Hussain’s unfinished agenda


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#370 Stock Markets Rise For 6th Session22 Aug 202400:26:38

On Episode 370 of The Core Report, financial journalist Govindraj Ethiraj talks to Sugandha Sachdeva, commodity and currency analyst and founder of Delhi-based SS WealthStreet as well as economist Dr Brinda Jagirdar.

SHOW NOTES

  • (00:00) The Take: Will The Adani’s Do What The Regulators Failed To
  • (05:57) Stock Markets rise for 6th session, albeit slowly
  • (07:18) How an Indian auto maker’s multi-fuel approach for the same car model is paying off.
  • (08:59) A much delayed Census might finally come even as the clamour for good economic and social data increases
  • (10:07) Gold is holding near record highs globally, decoding the India outlook
  • (16:40) Deposits in banks are not growing as fast as lending is, a recap of why this is important


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#369 Markets Seek Direction Once Again21 Aug 202400:30:29

On Episode 369 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as tax expert Dinesh Kanabar, founder and CEO of Dhruva Advisors.

SHOW NOTES

  • (00:00) The Take: The Price Of Reducing Friction
  • (06:17) Markets Seek Direction Once Again
  • (07:53) Gold Prices Edge Back But Stay In Record Territory
  • (08:36) Is The PSU Stock Bull Run Over For Now?
  • (18:33) Do You Have To Get An Income Tax Clearance Certificate Before Catching An International Flight?


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#368 Markets Piggyback On Wall Street Rise20 Aug 202400:20:25

On Episode 368 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Velonie, senior director at CRISIL Ratings.

SHOW NOTES

  • (00:00) The Take
  • (05:00) Markets piggyback on Wall Street rise. IT stocks could keep momentum high
  • (06:33) Oil prices slide on reports of peace talks in the middle east
  • (08:07) Are more Indians switching to loans against gold because regular loans are becoming tougher to get
  • (17:50) The Chip War Continues


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#367 Markets Are Listless And Standing By19 Aug 202400:22:59

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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#366 Markets Rock To Wall Street Beat18 Aug 202400:24:59

On Episode 366 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of the Federation Automobile Dealers Association (FADA).

SHOW NOTES

  • (00:00) The Take
  • (06:43) Markets rock to Wall Street beat
  • (07:54) Oil prices ease off on demand worries and reduced war tensions
  • (08:50) Indian steel companies file anti dumping cases on Vietnam, even as Chinese steel giant announces harsh winter
  • (09:49) Are Indian IT companies poised for a turnaround?
  • (14:05) Why India’s auto dealers federation is asking banks to tighten scrutiny on their own members


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#365 Transforming India's Logistics: A Conversation with Allcargo Chairman Shashi Kiran Shetty17 Aug 202400:37:46

In this episode of The Core Report: Weekend Edition, host Govindraj Ethiraj sits down with Mr. Shashi Kiran Shetty, Founder and Chairman of Allcargo Group, India’s largest homegrown logistics multinational. With operations spanning 180 countries, Allcargo has been at the forefront of transforming India's logistics landscape. Mr. Shetty shares his insights on India’s evolving port infrastructure and the complexities of shipping schedules in today’s global market. He reflects on his early days in the industry, transporting garments, footwear, and textiles, and how he established Allcargo in 1994 as a leader in shipping cargo from India. The discussion dives deep into pivotal moments like building India's first container freight station and the impact of the Ukraine-Russia conflict on global ports. Mr. Shetty also sheds light on how Allcargo navigated through the onslaught of COVID-19 and the importance of becoming a digitally enabled business amid the latest disruptions.

About Shashi Kiran Shetty
Mr Shashi Kiran Shetty is the Founder and Chairman of Allcargo Group, India’s largest homegrown logistics multinational with operations in 180 countries. Over the past two decades, he has spearheaded Allcargo Group’s foray into new verticals and geographies, with over 18 successful strategic acquisitions in India and across the globe, the most significant of which was the acquisition of the world’s leading LCL consolidator, ECU Worldwide (then ECULine), and the acquisition of India’s premier express distribution company – Gati.


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#364 Markets Wait For US Interest Rate Cues15 Aug 202400:21:34

On Episode 364 of The Core Report, financial journalist Govindraj Ethiraj talks to Sunil Thakur, Partner at Quadria Capital.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Markets wait for US interest rate cues
  • (01:50) Top 26 fund houses are sitting on nearly Rs 80,000 crore in cash, up 27 per cent from the previous month
  • (06:37) India’s import bills rise as the Russian oil honeymoon conclusively ends
  • (08:31) Why India’s steel industry is headed for more trouble
  • (09:57) From speciality hospitals to contract manufacturing, why big investments are flowing into Indian healthcare companies


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#363 Markets Fall On Weak Signals13 Aug 202400:22:11

On Episode 363 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Gupta, senior director and deputy chief ratings officer at CRISIL Ratings.

SHOW NOTES

  • (00:00) The Take: Borrowing to Invest
  • (05:09) Markets fall on weak signals
  • (07:32) Red Sea crisis leads to 64% jump in global cargo ships fuelling in India.
  • (10:07) Fitch Ratings says lower attrition, slow wage growth is helping Indian IT companies maintain profitability
  • (11:57) Thermal power production has fallen for the first time in India.


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#362 Markets Withstand Hindenburg, Adani Stocks Don’t12 Aug 202400:24:15

On Episode 362 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist at ICRA as well as Shiv Putcha, founder & principal analyst at Mandala Insights.

SHOW NOTES

  • (00:00) The Take
  • (05:29) Markets withstand Hindenburg, Adani stocks don’t
  • (07:29) Inflation is down to 3.5%, why you shouldn’t celebrate yet
  • (14:13) Bharti buys a 25% stake in iconic UK brand, British Telecom


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#361 Markets To Hold Steady11 Aug 202400:28:13

On Episode 361 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, founder & CEO of Tax Compass as well as veteran economic journalist Shankkar Aiyar.

SHOW NOTES

  • (00:00) The Take
  • (06:45) Markets To Hold Steady
  • (08:00) Global anti money laundering watchdog wants India to step up diligence on politicians
  • (09:22) Should Sebi set higher standards on disclosures of key staff?
  • (16:53) Computing India’s inflation numbers, what is working and not?


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#459 A Lucky Friday The 13th Changes Market Sentiment15 Dec 202400:32:35

On Episode 459 of The Core Report, financial journalist Govindraj Ethiraj talks to Mandeep Manocha, Co-founder and CEO at Cashify as well as Jehangir Gai, well-known consumer affairs lawyer.


SHOW NOTES

  • (00:00) The Take
  • (06:36) A lucky Friday the 13th changes market sentiment
  • (07:54) India’s rice inventories have hit 5 times the Government’s target
  • (09:03) India’s refurbished phone market is growing
  • (18:49) What happens if India increases taxes on the rich?
  • (21:28) Lessons for India’s insurance industry from a US shooting


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#360 Yen Carry Trade, Rupee Stability and Global Market Shifts10 Aug 202400:31:41

In this episode of The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj discusses the recent currency turmoil, focusing on the unwinding of the yen carry trade and its ripple effects on global markets, including India. With the help of Kunal Sodhani, Vice President, Global Trading Centre, FX & Rates Treasury at Shinhan Bank, Paras Jasrai, Senior Economic Analyst at India Ratings & Research - A Fitch Group Company, and Anindya Banerjee, Group Chief Financil Officer at ICICI Bank, this discussion explores the impact of interest rate changes in Japan on the Indian rupee's volatility (emphasizing the role of RBI's intervention in managing its value), the potential future movements of the rupee, the challenges posed by global volatility, the importance of maintaining low currency volatility amidst shifting economic conditions and much more. 


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#359 Markets Fail To Hold Gains Once Again08 Aug 202400:31:27

On Episode 359 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, veteran market analyst and managing director of DRChoksey FinServ as well as Vivek Kumar, economist at QuantEco Research.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (06:07) Markets fail to hold gains once again though three fourths of globally carry trade removed
  • (08:39) Will Indian markets get rerated to new levels?
  • (17:59) RBI holds interest rates again, which direction is it heading?
  • (28:34) How slowing demand for Chinese homes is hitting India’s steel industry


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#358 Indian Markets Track Global Recovery07 Aug 202400:22:50

On Episode 358 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Head Investment Strategist at Geojit Financial Services as well as Uday Ved, partner – tax services at KNAV.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Indian markets track global recovery, poised to gain further
  • (02:23) The rupee falls again, closes in on Rs 84 and the RBI steps in
  • (03:52) Where are the Indian stock markets right now and how investors are still pouring in
  • (13:33) The Government relents on taxes on sale of property, other fine print that matters
  • (21:10) Sales of hybrids/EVs overtake all vehicle sales in China for the first time


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#357 The Stock Markets Fail To Track Global Market Recoveries06 Aug 202400:22:17

On Episode 357 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, senior vice president and consumer industry analyst at Elara Capital.

SHOW NOTES

  • (00:00) The Take: The Power of Doing Nothing
  • (06:36) The stock markets fail to track global market recoveries, poised to stabilise
  • (08:39) The rupee hits a fresh low
  • (09:53) If you had invested in Sovereign Gold Bonds in
  • (11:14) The latest GST tax target; foreign airlines
  • (12:35) How pizzas are now India’s favourite fast food though competition is rising


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#356 The Markets Crack 2,223 Points And Could Fall Further05 Aug 202400:29:33

On Episode 356 of The Core Report, financial journalist Govindraj Ethiraj talks to Deepak Shenoy, Founder of Capitalmind, a Sebi registered portfolio manager as well as Abid Hassan, CEO of Sensibull.

SHOW NOTES

  • (00:00) The Take: Jobs and Youth
  • (03:14) The Markets Crack 2,223 points and could fall further
  • (04:57) Japanese stocks sees highest fall since 1987.
  • (06:06) Oil prices slide and so does gold.
  • (07:33) Will Indian markets follow global cues all the way down or delink?
  • (27:34) Indigo finally launches business class


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#355 Friday Markets Track Global Cues04 Aug 202400:32:10

On Episode 355 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinod Karki, equity strategist at ICICI Securities as well as Manisha Kapoor, CEO of the Advertising Standards Council of India (ASCI).

SHOW NOTES

  • (00:00) The Take: Investors Concerned About Market Valuations
  • (06:36) Friday markets track global cues, and could stay subdued on Monday
  • (08:35) Oil prices fall to around $77 despite increased geopolitical risk as demand woes take over
  • (10:17) India Inc’s Q1 results analysed, what is looking strong and what is not?
  • (20:37) How India’s best known apps in health, travel and ecommerce are fooling you


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#354 India’s Defence Startups Rise: Featuring Dr. Ajay Kumar03 Aug 202400:29:18

This week on The Core Report: Weekend Edition, Govindraj Ethiraj talks to Dr. Ajay Kumar, former Defence Secretary of India and a seasoned expert in the defence industry. They discuss the landscape of defence technology in India. Dr. Ajay Kumar, the driving force behind the MTEC Growth Fund, shares insights on the transformative role of technology in modern warfare. From the increasing reliance on unmanned aerial vehicles and space-based systems to the potential of directed energy weapons, Kumar paints a vivid picture of the evolving battlefield. He also discusses the important role of venture capital in innovation and the opportunities for Indian startups to become global leaders in defence technology.


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#353 Global Cues Push Indian Markets To Record Closing Highs01 Aug 202400:34:24

On Episode 353 of The Core Report, financial journalist Govindraj Ethiraj talks to Sachin Menon, senior tax consultant and former partner at KPMG as well as Rajesh Baheti, managing director at Crosseas Capital Services.

SHOW NOTES

  • (00:00) The Take: Trigger Happy Tax Officials
  • (04:41) Global cues push Indian markets to record closing highs
  • (07:11) GST data is better for July and the numbers are being announced once more
  • (08:38) Maruti’s record growth is fuelled by customers buying CNG cars, with 1/3rd of cars running on them
  • (10:39) High pitched tax assessments like Infosys, the case and impact
  • (20:18) Did online discount brokerages trigger the explosion and thus scrutiny of India’s derivatives trade?


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#352 Are Indian Derivatives Weapons Of Mass Financial Destruction?31 Jul 202400:32:54

On Episode 352 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, veteran investor and market expert as well as Ajay Srivastava, founder of the Global Trade Research Initiative and former DGFT official.

SHOW NOTES

  • (00:00) The Take
  • (04:21) Markets rise, so does oil
  • (05:59) India receives 9% more rainfall in July
  • (07:42) Toyota’s ₹20,000 crore manufacturing investment in Maharashtra
  • (08:38) Check out our new series Nasscom Conversations - Spotify | Apple Podcasts | Youtube | Website
  • (10:01) Sebi’s move to cool down a heated derivatives market. How and why
  • (21:44) In 3 years, Chinese exports to India jumped 56% from $65 billion to $102 billion. How did that happen?

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#351 Why India Needs More Friction In Financial Transactions30 Jul 202400:20:09

On Episode 351 of The Core Report, financial journalist Govindraj Ethiraj takes you through the top business news for today. We also feature an excerpt from The Core Report: Weekend Edition from July 27 featuring Siddharth Pai, founder of Siana Capital and a leading tech strategist.

SHOW NOTES

  • (00:00) The Take: Why We Have To Bring Back Friction In Financial Transactions
  • (07:53) Markets close at record highs, stay flat
  • (08:43) Oil drops below $80 a barrel
  • (09:38) Regulator lines up measures to curb derivatives trading
  • (11:18) Betting on Trump becoming President, why you should buy gold then

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#458 Breaking Boundaries: Saint-Gobain's Green Manufacturing Revolution with B. Santhanam13 Dec 202400:54:20

Video footage courtesy of https://www.youtube.com/user/SaintGobainTV In this episode of The Core Report: Weekend Edition, CEO B. Santhanam reveals Saint-Gobain's ambitious sustainability journey in India. The company is transforming manufacturing through groundbreaking green technologies, with two remarkable world-first achievements: A Chennai glass factory that's electrified 25% of its natural gas processes, and a Vizag plasterboard plant running entirely on biomass with zero emissions. These innovations are part of Saint-Gobain's bold global goal to cut CO2 emissions by one-third by 2030. Beyond technology, Santhanam champions a workforce revolution, highlighting the critical role of young, skilled workers—especially women—in driving this sustainable transformation. As India's manufacturing capabilities rapidly evolve, Saint-Gobain is not just adapting but leading the charge towards a cleaner, more inclusive industrial future.


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#350 A Nation of Young Gamblers29 Jul 202400:29:27

On Episode 350 of The Core Report, financial journalist Govindraj Ethiraj talks to Chandrajit Banerjee, director general of the CII (Confederation of Indian Industry) as well as Ronald Siyoni, Associate Vice President at Sharekhan by BNP Paribas.

SHOW NOTES

  • (00:00) The Take: A Nation of Young Gamblers
  • (05:48) Markets hit highs, turning jittery
  • (07:20) Oil prices are down, now around $80 a barrel
  • (07:56) How is industry viewing the Government’s moves to boost jobs and create internships
  • (18:15) Why it's not all rosy in India’s cement industry
  • (28:00) Spotify stocks surge after record net profits and strong growth in paying subscribers

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#349 Can Stock Markets Hold The Bounce Back?28 Jul 202400:27:49

On Episode 349 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Shubadha Rao, founder of QuantEco Research as well as Himanshu Parekh, partner at KPMG in India.

SHOW NOTES

  • (00:00) The Take: The Gold Mirage
  • (04:21) Can stock markets hold the bounce back?
  • (06:01) The AI Euphoria, how long will it last?
  • (07:44) Cement industry sees more consolidation as capacity stays far ahead of production
  • (10:20) An economy plus tax forward overview from the Union Budget’s proposals

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#348 How Much AI Do We Really Need: A Conversation with Siddharth Pai & Nitin Seth26 Jul 202400:29:48

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Nitin Seth and Siddharth Pai. They tackle some important questions: How can India harness AI's power? Are we using it to solve real-world problems? And can we measure its true value? Nitin Seth, CEO of Incedo Inc, shares insights on AI's potential in business, from risk management to customer experience. Siddharth Pai, a leading tech strategist, discusses the critical role of data policy in shaping AI's future. From the explosive growth of generative AI to the challenges of data quality, this episode offers a comprehensive look at India's AI journey. Tune in. 

About Siddharth Pai
At the helm of Siana Capital, a venture fund specializing in deep science and technology, Pai’s leadership reflects a commitment to nurturing groundbreaking innovations. Siana Capital’s focus is on supporting start-ups that promise to redefine the tech and science landscapes. 

About Nitin Seth
With over 25 years of experience in the consulting, analytics, and technology services industry, Nitin Seth is the Co-Founder and CEO of Incedo Inc., a US-based firm that helps clients achieve competitive advantage through end-to-end digital transformation. He’s also a best-selling author and speaker on topics such as digital, data and AI, innovation, leadership, and building high-performing teams.


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#347 Solving India’s Jobs Challenge24 Jul 202400:24:10

On Episode 347 of The Core Report, financial journalist Govindraj Ethiraj talks to Captain G R Gopinath, founder and CEO of Deccan Aviation and now Deccan Charters.

SHOW NOTES

  • (00:31) The Take
  • (03:43) Markets Look For Fresh Direction
  • (04:20) Jobs, the bottom-up question

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#346 Budget Increases Taxes To Curtail Speculation In The Stock Markets23 Jul 202400:18:00

On Episode 346 of The Core Report, financial journalist Govindraj Ethiraj talks to Uday Ved, partner at KNAV & Co.

SHOW NOTES

  • (00:31) The Take
  • (07:47) The Stock Markets Seesaw And Settle Down
  • (08:59) Rupee Hits Fresh Record Low
  • (09:43) Takeaways From the Union Budget 2024 with Tax Expert Uday Ved

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#345 Stock Markets Price In Budget Positives, Wait For Surprises22 Jul 202400:21:40

On Episode 345 The Core Report, financial journalist Govindraj Ethiraj talks to BVR Subbu, automotive industry expert and former president of Hyundai Motor India.

SHOW NOTES

  • (00:21) The Take
  • (08:05) Stock Markets Price In Budget Positives, Wait For Surprises
  • (09:28) Why Some Car Companies Are Pulling Back

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#344 Markets Weak As Tech Takes Beating21 Jul 202400:25:00

On Episode 344 The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Rajanya Ravasia, wealth manager and founder of Adventum Wealth.

SHOW NOTES

  • (00:00) The Take
  • (04:00) Stories Of The Day
  • (05:57) Markets weak as tech takes beating. Budget weighs on stocks.
  • (11:44) Are controls on overseas investments slowing flows?


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#343 Tax Trends & Budget 2024 Insights: A Conversation With Anita Rastogi & Samir Kanabar19 Jul 202400:30:23

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Anita Rastogi, Partner at PwC, and Samir Kanabar, Partner at EY. They talk about GST implementation, The complexities of GST, The impact of targeted online gaming regulations, The role of automation and technology in improving tax compliance, the need for new tax slabs and much more.

About Anita Rastogi 

Anita Rastogi is a Partner/Principal - GST & Indirect Taxes at Pricewaterhouse Co & LLP. Ethics Leader - All India (Tax & Regulatory Services). She’s also an advisor to the Network Leadership Development Programme at PwC Global.

About Samir Kanabar

Samir Kanabar has been advising large MNCs, various funds (PE, HF, VC) and real estate developers to structure their investments/projects from tax and regulatory perspectives. Mr Kanabar specialises in International taxation and transfer pricing.


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#342 Sensex Crosses 8100018 Jul 202400:21:44

On Episode 342 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinay Kumar G, vice president and sector head – Corporate Ratings at ICRA.

SHOW NOTES

  • (00:00) The Take
  • (04:00) Stories Of The Day
  • (04:41) Sensex Crosses 81,000, markets at record highs for fourth day, bucking global trends
  • (06:25) Infosys beats street estimates
  • (08:45) Rice inventories are at record highs and the Government could open up exports
  • (09:47) Is Indian aviation infrastructure ready for the big demand growth?
  • (18:03) Are the days of revenge travel ending?


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#341 Global Cues Weak Going Into Thursday Trade17 Jul 202400:25:48

On Episode 341 of The Core Report, financial journalist Govindraj Ethiraj talks to  Paul Hickin, editor in chief of London based journal Petroleum Economist as well as Vivek Rathi, director, research at Knight Frank India.

SHOW NOTES

  • (00:00) The Take
  • (03:13) Stories Of The Day
  • (03:53) Global cues weak going into Thursday trade
  • (05:24) Oil prices are down but stronger US demand is countering weaker uptake in China
  • (13:22) Gold hits fresh record high
  • (15:17) Mega deals are driving private equity investments into India’s real estate, led by warehousing
  • (22:19) Monkeys in the circus and venture funding in electric vehicles


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#457 Markets Slip Again, Wait For Bottom Up Santa Rally12 Dec 202400:24:58

On Episode 457 of The Core Report, financial journalist Govindraj Ethiraj talks to Hemindra Hazari, veteran banking analyst.


SHOW NOTES

  • (00:00) Stories of the Day
  • (01:19) Markets slip again, wait for bottom up Santa rally
  • (03:36) OPEC has once again cut oil demand forecasts for next year
  • (06:11) Gold, silver futures rise on speculation, US may put tariffs on their imports too
  • (07:50) Inflation drops from 14 month high to 5.48%
  • (10:39) Is India’s bank credit growth hitting a wall?


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#340 Stock Markets Hit Record Closing Highs15 Jul 202400:20:23

On Episode 340 The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Phatak, research director at Counterpoint Research.

SHOW NOTES

  • (00:00) The Take
  • (03:27) Stories Of The Day
  • (04:12) Stock Markets hit record closing highs, earnings results steady
  • (05:36) Oil holds at $85 a barrel as China demand weakens
  • (06:15) Exports Fall to 7-Month Low
  • (08:57) Why premium phone sales are rising in India. Apple sales hit $8 billion
  • (17:37) Why your holiday in Europe has become more expensive and challenging


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#339 India’s Losing Battle With Food Prices14 Jul 202400:30:45

On Episode 339 of The Core Report, financial journalist Govindraj Ethiraj talks to D K Joshi, chief economist at Crisil Ratings as well as Dwarak Narasimhan, Partner at Price Waterhouse & Co LLP.

SHOW NOTES

  • (00:00) The Take
  • (03:55) Stories Of The Day
  • (04:41) Markets on holding pattern, earnings in spotlight.
  • (06:56) India’s losing battle with food prices
  • (18:24) New taxes to discourage companies from moving headquarters are coming
  • (28:58) Lufthansa says high prices are causing business travel to shrink, American carriers too report tougher times despite strong traffic


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#338 The Future of Electric Mobility with Chetan Maini12 Jul 202400:37:28

In this episode of The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj interviews Chetan Maini, the Co-founder & Chairman of SUN Mobility, a company transforming the electric vehicle landscape. They talk about electric vs. fuel-powered cars, the science behind lithium-ion batteries, the impact of India's scorching heatwaves on two-wheeler batteries, options for optimal battery care and much more.


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#337 A Global Market Rally Is Still On11 Jul 202400:32:45

On Episode 337 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Hota, vice president and head of research at Sharekhan by BNP Paribas as well as Siddharth Pai, founder and managing partner at Siana Capital.

SHOW NOTES

  • (00:00) The Take
  • (05:49) Stories Of The Day
  • (06:36) A Global market rally is still on
  • (08:45) TCS Results meet street expectations but value of new contracts shrinks 18%
  • (11:16) How will earnings season play out, how have companies fared in the last 3 months?
  • (20:06) Accenture buys 2 chip design companies with an India footprint in a week. What does this mean for IT services companies?

Listeners! We await your feedback....

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#336 India’s Auto Industry Is Set For Volatile Times10 Jul 202400:24:22

On Episode 336 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashanth Agarwal, Partner, Indirect Tax at PwC India.

SHOW NOTES

  • (00:00) The Take
  • (03:11) Stories Of The Day
  • (03:53) Markets take a breather and brace for the budget
  • (05:37) India’s Auto industry is set for volatile times
  • (09:48) Why Maruti Chairman RC Bhargava is going after Tata Motors
  • (14:04) Why businesses want simpler Goods & Service Tax rules

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#335 Citigroup Says India Will Struggle To Create Enough Jobs08 Jul 202400:29:45

On Episode 335 of The Core Report, financial journalist Govindraj Ethiraj talks to Nicole Schwab, the Co-Head of the Nature Positive Pillar at the World Economic Forum, and member of the Executive Committee.

SHOW NOTES

  • (00:00) The Take
  • (03:50) Stories Of The Day
  • (04:31) Markets are flat again
  • (05:55) The Chinese Central Bank has stopped buying gold, could that slow prices?
  • (07:42) Citigroup says India will struggle to create enough jobs 
  • (12:07) Goldman Sachs says all is well and will be better with the Budget
  • (14:01) Why companies must step up their investments in and contribution to nature based climate solutions

RESOURCES
- Unlocking Private Sector Investment into Natural Climate Solutions in India (WHITE PAPER)

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#334 Markets Take A Well Deserved Breather07 Jul 202400:30:36

On Episode 334 of The Core Report, financial journalist Govindraj Ethiraj talks to Girish Vanvari, founder of Transaction Square as well as Manish Raj Singhania, president of the Federation of Automobile Dealers Association (FADA).

SHOW NOTES

  • (00:00) The Take
  • (04:49) Stories Of The Day
  • (05:29) Markets take a well deserved breather, Sensex dips.
  • (06:14) The not so angelic angel tax
  • (17:00) The importance of walk-in customers in auto dealerships
  • (27:01) Real estate surges 50% in 5 years in Delhi and Mumbai, can it sustain?
  • (28:42) Why Air France is projecting a revenue fall despite the Paris Olympics

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#333 DHL Express CEO John Pearson on Overcoming Global Trade Challenges05 Jul 202400:38:43

In this episode of The Core Report: Weekend Edition, financial journalist Govind Ethiraj interviews John Pearson, Global CEO of DHL Express. Pearson, a leader in the logistics industry, discusses how DHL is navigating frequent interruptions in global trade and the increasing demand for deliveries.

Key takeaways:
Disruptions in global trade: Pearson sheds light on how the logistics industry is handling the challenges of a disrupted global trade landscape.

Rise of automation: Pearson anticipates that robotics and automation will play a bigger role, but emphasizes that human expertise will remain crucial in higher-value roles.

India's logistics future: Pearson expresses optimism about India's potential to become a major player in the logistics space.

About John Pearson 
John Pearson is currently the Global CEO for DHL Express. He was appointed to the Board of Management of Deutsche Post AG on January 1, 2019.


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#332 Sensex Stays Above 80000 As Large Caps Calibrate04 Jul 202400:24:42

On Episode 332 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, founder of Equinomics Research.

SHOW NOTES

  • (00:00) The Take
  • (05:03) Stories Of The Day
  • (05:38) Sensex stays above 80000 as large caps calibrate
  • (07:11) SEBI and exchanges scramble to cool the markets
  • (11:00) Two wheeler CNG bike is a good experiment even if it does not succeed
  • (13:13) The Sensex lines up for 90,000; the red lights and green lights

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#331 The Rapid Rise Of The Sensex Is A Worry03 Jul 202400:27:17

On Episode 331 of The Core Report, financial journalist Govindraj Ethiraj talks to Pratik Jain, Partner at PwC India.

SHOW NOTES

  • (00:00) The Take
  • (05:02) Stories Of The Day
  • (05:38) The Rapid Rise Of The Sensex Is A Worry
  • (08:46) How much rainfall do we really need?
  • (10:36) GST, lower numbers and seven years on
  • (24:19) How much screen time do Valley Tech CEO kids get?


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#456 FIIs are Back, As Markets Gear Up for Santa Rally11 Dec 202400:19:50

On Episode 456 of The Core Report, financial journalist Govindraj Ethiraj talks to Avinash Gorakshakar, Head of Research of Profitmart Securities.


SHOW NOTES

  • (00:00) The Take
  • (04:50) FIIs are back, as markets gear up for Santa rally
  • (06:46) Chief Economic Advisor makes indirect case for bitcoins and crypto day after conservative RBI governor departure
  • (08:31) Rupee hits fresh low on reports of China loosening Yuan
  • (10:17) Asian Development Bank lowers India growth estimates


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#330 Stock Markets Hit Fresh Highs But Financials Drag02 Jul 202400:19:32

On Episode 330 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, founder and CEO of Vanda Insights.

SHOW NOTES

  • (00:00) The Take
  • (02:46) Stories Of The Day
  • (03:24) Stock Markets hit fresh highs but financials drag
  • (07:36) Monsoon now covers all of India ahead of time
  • (08:51) Oil prices are at a two month high, understanding the American factor
  • (16:01) How Tesla’s car sales are continuing to fall


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#329 Stock Markets Hit Fresh Highs01 Jul 202400:23:18

On Episode 329 of The Core Report, financial journalist Govindraj Ethiraj talks to Mithileshwar Thakur, Secretary General of the Apparel Export Promotion Council (AEPC).

SHOW NOTES

  • (00:00) The Take: Indians are spending more money overseas than ever
  • (04:54) Stories Of The Day
  • (05:38) Stock Markets hit fresh highs, almost forgotten IT stocks like Wipro are moving now
  • (08:46) Monsoons set to revive in July after a bad June showing
  • (11:03) Indian electric 2 wheelers sales stagnate even as world sees excess lithium supply
  • (13:03) Garment exports could benefit from PLIs, can the industry take advantage?


Listeners! We await your feedback....

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#328 Best Half Yearly Performance In Stock Markets In 3 Years30 Jun 202400:28:07

On Episode 328 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, a veteran market expert.

SHOW NOTES

  • (00:00) The Take
  • (05:02) Stories Of The Day
  • (05:38) Best half yearly performance in stock markets in 3 years, midcaps and small caps beat benchmark indices.
  • Wall Street is gearing for a return of Trump
  • (09:28) Nightmarish Covid 19 era logjams are back for the shipping and logistics industry
  • (12:23) Entry strategies for the stock markets, making sense of valuations and value


Listeners! We await your feedback....

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