Back

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.

Rows per page:

1–50 of 901

TitlePub. DateDuration
#377 The Markets Now Sit On Their Longest Rally Ever01 Sep 202400:17:24

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


Listeners! We await your feedback....

The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements.

For more of our coverage check out thecore.in

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#376 Will Public Spaces Advance Scientific Understanding?30 Aug 202400:35:27

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.


Listeners! We await your feedback....

The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements.

For more of our coverage check out thecore.in

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#367 Markets Are Listless And Standing By19 Aug 202400:23:00

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


Listeners! We await your feedback....

The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements.

For more of our coverage check out thecore.in

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#277 Small Caps Are Powering Back24 Apr 202400:24:05

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

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#276 Markets Stage Relief Rally, Search For Fresh Directions23 Apr 202400:23:25

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?


Subscribe to How India's Economy Works with Puja Mehra

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#275 Markets And Oil Recover From Middle East Tensions22 Apr 202400:31:05

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

Subscribe to How India's Economy Works with Puja Mehra

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#274 India Underinvested In Equity: Veteran Investor Jyotivardhan Jaipuria20 Apr 202400:27:32

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.


For more of our coverage check out thecore.in

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

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#273 Markets Struggle And Give Up Gains As Weakness Continues19 Apr 202400:25:21

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

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#272 The Markets Fight To Hold Ground But End Lower18 Apr 202400:29:01

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

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#271 Electoral Maths with Rama Bijapurkar, Shankkar Aiyar and Yashwant Deshmukh17 Apr 202400:35:23

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

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#270 Markets Tank On Middle East Tension Spikes16 Apr 202400:22:20

On Episode 270 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director and Columnist, Business Standard.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Markets Tank On Middle East Tension Spikes, Poised To Recover
  • (02:44) India Will Outperform Japan & China As Most Compelling 12 Month Investment Case, Says Bloomberg Fund Manager Survey
  • (04:47) Above Normal Rainfall For First Time In 8 Years, Says Met Department’s Monsoon Projections
  • (07:05) BJP And Congress Put Out Manifestos, Looking At Them Through An Economic Lens

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#269 Middle East Tensions Spike With Iran Firing Missiles Into Israel15 Apr 202400:21:27

On Episode 269 of The Core Report, financial journalist Govindraj Ethiraj talks to Jigar Pandit, Head of Commodity and Currency at Sharekhan By BNP Paribas as well as CRISIL Chief Economist Dharmakirti Joshi.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (00:50) Middle East Tensions Spike With Iran Firing Missiles Into Israel, Markets Brace For Correction.
  • (03:57) Gold Prices Jump Again As War Risk Premiums Rise On Commodities
  • (11:44) Government Invokes Emergency Clause To Activate Underutilised Gas-Based Power Plants
  • (13:48) How GST Numbers Demonstrate The Lag Effect Of Reforms Even As They Tell Us More Than What We Know About The Economy

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#268 Building Trust in Banking: A Conversation with Nachiket Mor, Former Director of the RBI13 Apr 202400:42:18

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj chats with former director of the Reserve Bank of India, Nachiket Mor. They explore various topics related to trust such as the importance of trust in building strong relationships between financial institutions and their customers, Fintech, the metrics of trust in today's environment, the competency of board members and directors of financial institutions, how we might have cut growth capability, and much more.

About Nachiket Mor: 
Nachiket Mor is trained as an economist. His current work is principally focused on the design of national and regional health systems. He is a Visiting Scientist at The Banyan Academy of Leadership in Mental Health and a Senior Research Fellow at the Centre for Information Technology and Public Policy at IIIT Bangalore. He is also a Commissioner on the Lancet Commission on Reimagining India's Health System.


For more of our coverage check out thecore.in

The Core Report: Weekend Edition ft Nachiket Mor (Video)

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#366 Markets Rock To Wall Street Beat18 Aug 202400:25:00

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


Listeners! We await your feedback....

The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements.

For more of our coverage check out thecore.in

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#267 Indian Markets Could Be Subdued On Mixed US Inflation Signals12 Apr 202400:18:50

On Episode 267 of The Core Report, financial journalist Govindraj Ethiraj brings you the latest in Business and Market news. We also feature an excerpt from the recent The Core Report: Weekend Edition featuring Ravi Kant, former CEO and Vice Chairman of Tata Motors.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Indian Markets Could Be Subdued On Mixed US Inflation Signals
  • (02:56) Crude Oil Prices Fall, Balance Between High US Inflation Data And Increased Middle East Tensions
  • (05:08) Goldman Sachs And Morgan Stanley Raise China Outlook
  • (07:02) Tesla’s Likely Investment Announcement Comes Bang In Election Season
  • (09:43) The Link Between Infrastructure & New Products Innovations, The Ace Story
  • (15:01) The Cobweb Effect In Economics, From Tomato In India To Cocoa In Africa

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#266 Markets Above 75000, Close To $5 Trillion Market Cap11 Apr 202400:20:19

On Episode 266 of The Core Report, financial journalist Govindraj Ethiraj talks to Ricky Thaper, treasurer of the Poultry Federation of India.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Markets Above 75000, Close To $5 Trillion Market Cap
  • (03:06) Gold Prices Rise Further, So Does Smuggling All Over. Why Import Duties Should Be Cut
  • (06:46) Hang Seng Rises Over 20% To Enter A Technical Bull Market. China Manufacturing Is On The Upswing
  • (09:00) That Awful Deja Vu Moment At Air India When Unions Return To Flex Their Muscles
  • (11:48) Why The Cost Of Chicken Could Go Up Dramatically

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#265 Stock Markets Hit 75000, Driven By Strong Undertone10 Apr 202400:20:40

On Episode 265 of The Core Report, financial journalist Govindraj Ethiraj talks to aviation expert Kapil Kaul, CEO of CAPA India.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Stock Markets Hit 75000, Driven By Strong Undertone, Investors Could Book More Profits
  • (03:06) Normal Monsoon Ahead, Private Weather Forecaster Skymet Says
  • (04:28) Have Capital, Will Go To The Moon. How Indian Companies Planned Clueless Global Forays In The Venture Boom And Are Now Pulling Back
  • (07:08) Record Air Passenger Traffic Expected This Summer, How Is The Industry Gearing Up?
  • (17:01) March Was The Warmest Month On Record

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#264 Markets Hit New Highs And Break Records On Global Cues09 Apr 202400:30:16

On Episode 264 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, President, Solvent Extractors Association (SEA) and Chairman of the Asian Palm Oil Alliance (and Chairman of Sri Renuka Sugars) as well as Rahul Jain, Vice President at Dolat Capital and IT industry analyst.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Markets Hit New Highs And Break Records On Global Cues
  • (03:11) How Wall Street Is Bracing For No Interest Rate Cuts At All
  • (04:53) Gold Prices Hit Fresh Records As Central Banks Step Up Buying, Now Silver Follows
  • (07:08) Low Cooking Oil And Sugar Prices Are Keeping Inflation Down. Diving Into The Mechanics
  • (19:16) Should CEO’s Be Closer To The Troops? Wipro Sees Another Departure

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#263 Markets Face Macro Headwinds In Another Holiday Shortened Week08 Apr 202400:28:25

On Episode 263 of The Core Report, financial journalist Govindraj Ethiraj talks to CRISIL Chief Economist Dharmakirti Joshi as well as Vivek Rathi, Director of Research at real estate consulting firm Knight Frank India.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Markets Face Macro Headwinds In Another Holiday Shortened Week.
  • (03:09) Why India Struggles With Food Inflation, Understanding The Tools And Response
  • (14:54) Oil Holding Above $91 Is Not So Good News.
  • (15:52) Tata Companies Claim Records In Steel Production To Air Conditioners
  • (17:19) How Indonesia’s Supply Of Macbook Pro And Michelin Tires Are Running Out After Attempts To Impose Restrictions Backfires.

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#262 The Making of Tata Nano & Beyond with Ravi Kant, Former CEO of Tata Motors06 Apr 202400:37:52

This episode of The Core Report: Weekend Edition features a discussion with Ravi Kant, former CEO and Vice Chairman of Tata Motors. Financial Journalist Govindraj Ethiraj sits down with Mr. Kant to delve into the journey of Tata Motors, from household name to global giant. They talk about the creation of the Tata Nano, successes and challenges of the Nano project, Mr. Kant's role in Tata Motors' acquisitions, including Daewoo Trucks (Korea) and Jaguar Land Rover, his role in transforming companies, including Tata Motors, LML Vespa, Philips, and Titan. 

ABOUT RAVI KANT
Ravi Kant, a highly accomplished leader, played a key role in shaping Tata Motors into a global success story. During his tenure as CEO and Vice Chairman, he oversaw the creation of the iconic Nano car, a revolutionary low-cost vehicle for India.  His leadership extended beyond Tata Motors, with successful turnarounds at LML Vespa and Philips, and the creation of the renowned Titan brand. He is also known for his strategic acquisitions like Daewoo trucks and Jaguar Land Rover, solidifying Tata Motors' global presence.  Beyond business, Ravi Kant is a dedicated philanthropist and actively supports educational institutions. 

His new book Leading from the Back is a distillation of the collective experience and wisdom of Ravi Kant (former CEO, vice chairman, Tata Motors), Harry Paul (co-author of the bestseller FISH! A Proven Way to Boost Morale and Improve Results) and Ross Reck (co-author of The Win-Win Negotiator).


For more of our coverage check out thecore.in

The Core Report: Weekend Edition ft Ravi Kant (Video)

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#261 Markets Are Strong As Investors Search For New Themes05 Apr 202400:31:59

On Episode 261 of The Core Report, financial journalist Govindraj Ethiraj talks to Yashwant Deshmukh, Director and Founding Editor at CVoter as well as Sanjay Lazar, aviation consultant who has spent close to 38 years in Air India, including managing inflight crews.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Markets Are Strong As Investors Search For New Themes
  • (02:38) A Strong Dollar Is Knocking More Currencies Out, Rupee Hits Fresh Record Low
  • (04:31) HDFC Bank Brings In Large Chunk Of Deposits, Brokerages Smile
  • (07:14) What Do India’s First Time Voters Want, An Economic Lens
  • (18:52) The Tata-Vistara Pilot Crisis, Understanding The Symptoms Of The Problem
  • (29:57) Asia Pacific Passenger Demand Up 52% In February, Global Up 21%

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#260 The Markets Are Nearing A $5 Trillion Market Capitalisation04 Apr 202400:22:53

On Episode 260 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder of Equinomics Research as well as Prathamesh Mallya, Deputy Vice President - Research, Commodities and Currencies at Angel One.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) The Markets Are In Striking Distance Of $5 Trillion Market Capitalisation
  • (08:13) Oil Price Rise A Concern, Says Top Indian Energy Bureaucrat, As Crude Inches Close To $90 A Barrel
  • (09:41) Gold Prices Are Being Dragged Upwards And Why The Rise Could Continue
  • (18:56) Why Tatas Should Fix Air India Before Merging With Vistara
  • (20:52) 30% Jump In Passenger Aircraft Capacity Leads To Spike In Global Air Cargo As Well, Double Digits For Third Month In February

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#259 India’s Manufacturing Touches Highest Level In 16 Years03 Apr 202400:27:42

On today’s episode, financial journalist Govindraj Ethiraj talks to Teresa John, Deputy Head Of Research and Lead Economist with Nirmal Bang Financial Services as well as Madan Sabnavis, Chief Economist at Bank Of Baroda Research.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (02:26) Investors Have Begun Switching Out Of India Into China
  • (06:36) Heat Waves Could Hurt The Economy In More Ways Than One, Including Inflation
  • (10:27) India’s Manufacturing Touches Highest Level In 16 Years
  • (11:39) Investment Intentions Are High, How Much Is Getting Converted And How Airlines Are Leading Most Of It
  • (22:29) Why Indian Airlines Struggle When Faced With Crisis

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#258 Markets Start Strong In New Financial Year02 Apr 202400:28:23

On today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Rotti, founder of Bangalore-based tax strategy and advisory firm Tax Compass as well as Somasekhar Vemuri, Senior Director at CRISIL.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:29) Markets Start Strong In New Financial Year, Await Earnings Season.
  • (04:04) The Magnificient Seven Becomes The Fabulous Four. Lessons From Wall Street.
  • (07:21) China Is Buying Up Gold And Determining Global Prices.
  • (09:43) The Auto Sector Continues To Grow And With It, The Economy.
  • (10:35) Infosys Gets A Rs 6,200 Crore Refund Notice From The Tax Man. Decoding Its Significance.
  • (17:56) Indian Companies Are Reporting Better Credit Profiles, What Does That Mean?

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#365 Transforming India's Logistics: A Conversation with Allcargo Chairman Shashi Kiran Shetty17 Aug 202400:37:47

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.


Listeners! We await your feedback....

The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements.

For more of our coverage check out thecore.in

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#257 Last Financial Year Was A Blockbuster For Stock Markets01 Apr 202400:23:54

On today’s episode, financial journalist Govindraj Ethiraj talks to Ashok Bhattacharya, Editorial Director of The Business Standard.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:09) The Last Financial Year Was A Blockbuster Year For Stock Markets. Can The Coming Year Repeat It? 
  • (07:48) US Federal Reserve Holds Out Again On Interest Rates
  • (11:24) State Budgets Are Bigger Than India’s Federal, Yet Few Pay Attention
  • (20:01) There Are So Many Lending Apps, Including Fake, That RBI Is Setting Up A New Agency To Monitor Them
  • (21:45) India’s State Owned Energy Companies Step Up Renewable Thrust, Latest Is Battery Manufacture

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#256 Transforming Belgavi Into A Manufacturing Hub with Aravind Melligeri30 Mar 202400:34:51

This week on The Core Report Weekend Edition, Govindraj Ethiraj sits down with Aravind Melligeri, Chairman & CEO of Aequs Inc., to discuss the world of aerospace manufacturing in India. Aravind Melligeri shares his vision for Aequs Inc., including their recent expansion into toy manufacturing. You’ll learn about the intricacies and high barrier to entry of aerospace manufacturing, Aequs' efforts in establishing itself as a reliable partner well before the "China + 1" model gained traction, Aequs' strategic advantage in a globalised market, as well as Aravind Melligeri's inspiring journey from aerospace to toys, and his unique approach to contract manufacturing.

About Aravind Melligeri
Aravind is a first-generation entrepreneur who has built India’s foremost vertically integrated aerospace manufacturing ecosystem over the last decade that drives scale & efficiency through co-located capabilities delivering end-to-end value streams.
Driven by a vision to transform India into a global manufacturing hub, his laser-sharp focus has helped him create long-term value through innovative strategies leading India to increase in-country value add and gain a competitive advantage. His passion for building economic engines for India’s future led to Aequs’ diversification into the consumer vertical in 2016. Today, Aequs is at the helm of developing and building India’s first 400-acre toy manufacturing ecosystem in Koppal, Karnataka, and India’s first sector-specific Consumer Durable Goods Cluster in Hubballi.

About Aequs
Aequs is a diversified contract manufacturing company providing vertically integrated product solutions across the Aerospace and Consumer Goods industries.  By leveraging its manufacturing ecosystems, Aequs reliably delivers supply chain efficiencies to its global customer base.  Aequs currently engages over 4,000 people and operates manufacturing facilities across India, France, and the United States.


For more of our coverage check out thecore.in

The Core Report: Weekend Edition ft Aravind Melligeri (Video)

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#255 Indian Markets Find Their Footing Again28 Mar 202400:21:05

On today’s episode, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as oil analyst Vandana Hari of Singapore-based Vanda Insights.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Indian Markets Find Their Footing Again In Holiday Shortened Week
  • (02:27) Goldman Sachs Says US Equities Are Fairly Valued, India Has Significant Upside Despite Rally
  • (03:39) Mid Caps And Small Caps Are Bottoming Out, Is That Good News
  • (10:01) Oil Prices Slide After A Break, Where Is It Headed Next?
  • (18:13) A Bridge Collapse Exposes Supply Chain Fragilities Again

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#254 Low Liquidity Hits Major Markets In Holiday Shortened Week27 Mar 202400:21:51

On today’s episode, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for Forex and Interest Rates at Kotak Securities.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:09) Low Liquidity Hits Major Markets In Holiday Shortened Week
  • (08:04) India Forced To Switch To US Crude Oil As Sanctions On Russia Tighten
  • (09:44) What Goes Down Must Go Up To, The China Factor At Work
  • (12:34) Why Indian Banks’ Cost Of Capital Will Go Up
  • (15:06) Mumbai Is Fastest Growing Billionaire Capital In The World
  • (17:08) Adani Group Acquires Yet Another Port, This Time In Orissa
  • (17:55) Can India Choose Between Subsidies For Manufacturing Semiconductors And Spending On Higher Education?
  • (19:54) Why Chocolate Prices Will Rise, Global Coca Prices Hit New Records

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#253 Markets Search For Fresh Triggers26 Mar 202400:28:09

On today’s episode, financial journalist Govindraj Ethiraj talks to Ajit Dayal, founder of Quantum Advisors.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:09) Markets Search For Fresh Triggers, May Open On Backfoot
  • (03:00) Foreign Direct Investment Into India Almost Halves In Last Year
  • (04:18) The Global Chip Manufacturing War Is Intensifying, India’s Dilemma
  • (09:37) Onion Exports Ban Have Been Extended, In Surprise Move
  • (10:07) ICICI Securities Shareholders Are Fighting Back For Greater Share Of Parent ICICI Bank Stock In A Delisting Move

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#252 Innovation & Trust: Dissecting the 2024 Edelman Trust Barometer with Matthew Harrington23 Mar 202400:31:36

In this Weekend Edition of The Core Report, Govindraj Ethiraj is in conversation with Matthew Harrington, Global President & COO at Edelman about the latest findings from the Edelman Trust Barometer. 

Is innovation building a better future, or eroding trust? This episode dives deep into how people around the world view innovation and its impact on trust in institutions. You'll learn about the changing trust dynamic in traditional and social media, why India stands out in global trust rankings, the link between economic well-being and trust, why businesses are seen as more trustworthy than governments, the growing importance of building trust with employees, how employee activism (like rising labor movements in the US) is impacting trust dynamics and many more insights.


For more of our coverage check out thecore.in

The Core Report: Weekend Edition ft Matthew Harrington (Video)

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#251 Markets Zoom Up Once Again On Federal Reserve Moves22 Mar 202400:18:00

On today’s episode, financial journalist Govindraj Ethiraj talks to Jay Kale, Auto Industry Analyst and Senior Vice President at Elara Securities.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:09) Markets Zoom Up Once Again On Federal Reserve Moves, Why Infrastructure Stocks Are Hitting Record Highs
  • (03:22) Gold Prices Rise Again To Fresh Highs
  • (04:22) Accenture Cuts Growth Forecasts In A Move That Could Hit Indian It Stocks
  • (06:28) A Host Of New Auto Investments Are Being Lined Up, From JSW To Tata Motors. How Much Will The Market Grow?
  • (15:28) New Domestic Airports And International Destinations In India’s Summer Time Table

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#250 Global Investors Now Promise Funds Will Flow After Elections21 Mar 202400:28:50

On today’s episode, financial journalist Govindraj Ethiraj talks to Jigar Pandit, Head of Commodity & Currency Business at Sharekhan by BNP Paribas as well as Sangeeta Gupta, Chief Strategy Officer and Senior Vice President at Nasscom.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:09) Global Investors Now Promise Funds Will Flow After Elections
  • (05:54) Buying Gold Gets Tough As Governments, Including India, Push Up Prices 
  • (13:51) India’s Billionaire Raj More Unequal Than British Raj, Inequality Lab Reports
  • (15:14) The Big IT Industry Shifts That Will Determine 2024 Trends
  • (26:19) Median Reservoir Levels Hide Distress in Southern States

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#249 Markets Fall 736 Points, Sensex Erases Most Of The Gains Of 202420 Mar 202400:21:59

On today’s episode, financial journalist Govindraj Ethiraj talks to Harshvardan Dole, Oil Analyst and Vice President at IIFL (India Infoline Group) as well as Surendra Mehta, National Secretary of the Indian Bullion and Jewellers Association.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Markets Fall 736 Points, Sensex Erases Most Of The Gains Of 2024
  • (02:52) Japan Raises Interest Rates To Zero, Ending The Negative Interest Regime After 12 Years
  • (05:06) Oil Heads Above $87 A Barrel And Why India’s Import Bill Is Rising
  • (13:43) Retail Sales Of Gold Slow Sharply On Record High Prices
  • (18:44) India Chokes Again, With 9 Of 10 World’s Most Polluted Cities

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#248 Signs Of Exhaustion In Indian Markets19 Mar 202400:19:58

On today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Sahai, Director General and CEO of the Federation of Indian Export Organisations.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Signs Of Exhaustion In Indian Markets As Slog Overs Begin
  • (06:55) Oil Hits 4-Month High At $86 A Barrel
  • (07:47) Payments Bank Is A Flawed Business Model, Says Former SBI Chairman
  • (09:19) Tesla Gets Red Carpet, Vietnamese EV Company Could Walk On It First
  • (11:58) Exports Spiked In February. Will It Sustain?

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#364 Markets Wait For US Interest Rate Cues15 Aug 202400:21:35

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


Register for The Core Meet Up (Happening Today)


Listeners! We await your feedback....

The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements.

For more of our coverage check out thecore.in

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#247 Indian Stock Markets Are Idling At A Turning Point18 Mar 202400:29:32

On today’s episode, financial journalist Govindraj Ethiraj talks to veteran economic journalist and New Indian Express columnist Shankkar Aiyar.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Indian Stock Markets Are Idling At A Turning Point
  • (03:48) Foreign Institutional Investors Are Back With A Bang
  • (07:28) India Makes Fresh Pitch To Tesla, Might Be Late Though
  • (11:54) Iron Ore Prices Are Falling, Copper Is Rising Now
  • (13:32) What Is The Most Important Economic Issue Facing Some 970 Million Voters As India Goes To Polls On April 19
  • (25:04) The Inherent Conflict Of Indian Promoters Buying Electoral Bonds

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#246 Decarbonising Road Logistics Using LNG Trucks with GreenLine CEO Anand Mimani 16 Mar 202400:26:33

On this episode of the Core Report's Weekend Edition, we dive into the world of LNG (Liquefied Natural Gas) trucking and its potential to revolutionize sustainable transportation. Financial journalist Govindraj Ethiraj talks to Anand Mimani, the founder of GreenLine, a company focused on decarbonising road logistics through LNG-powered trucks, joins the conversation to shed light on this exciting development. Through this conversation you'll learn about the advantages of LNG trucks (Environmentally Friendly, cost-effective and energy efficiency), GreenLine's current coverage and scale, and more technical aspects of LNG trucks (Payload capacity and Engine conversion). Watch the full episode to delve deeper into the world of LNG trucks and their potential to reshape the future of sustainable logistics!


For more of our coverage check out thecore.in

The Core Report: Weekend Edition ft Anand Mimani (Video)

--Support the Core Report--

Head to www.indiaenergyweek.com

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#245 Stockmarkets Recover, More Experts Advising Caution On Midcaps15 Mar 202400:22:37

On today’s episode, financial journalist Govindraj Ethiraj talks to Sneha Poddar, AVP Research, Broking and Distribution at Motilal Oswal Financial Services as well as Anil Matai, former CEO of Pharmaceuticals at Novartis India, Former Managing Director at Zydus Healthcare and current Director General of the OPPI (Organisation of Pharmaceutical Producers of India).

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Stockmarkets Recover, More Experts Are Advising Caution On Midcaps.
  • (08:19) Fitch Ratings Raises India Growth Forecast To 7% For Next Year.
  • (09:32) Russia’s Oil Revenues Fall As India Pulls Back
  • (10:44) India Cuts Petrol, Diesel Prices By Rs 2
  • (11:09) Ranjit Shahani, Former Novartis Vice Chairman, Whose Life And Times Tracked India’s MNC Pharmaceutical Industry

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#244 Markets Plunge On Overall Shakiness14 Mar 202400:27:45

On today’s episode, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder of Equinomics Research as well as Peter McGuire, the Australia CEO of trading firm XM.com.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Markets Plunge On Overall Shakiness
  • (02:17) Overseas Companies Reduce Stakes In Local Subsidiaries And Investments, ITC Parent BAT Kicks Off
  • (12:59) Are Sebi And RBI Too Soon Or Too Late In Responding
  • (17:55) Morgan Stanley Says Its A 2000s Like Feeling With Stage Set For A Private Investment Boom
  • (19:32) Gold And Bitcoin. How Two Totally Divergent Asset Classes Are Zooming Away
  • (25:35) Luxury Brands Pile On To Big Leases In 2023 As Demand Rises

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#243 Markets Are Weak In The Middle13 Mar 202400:25:02

On today’s episode, financial journalist Govindraj Ethiraj talks to Madhavi Arora, lead economist at Mumbai-based Emkay Global Financial Services as well as Pushan Sharma, Director at CRISIL Research.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (00:50) Markets Are Weak In The Middle As They Grapple With Regulatory Overhang On Small Caps
  • (03:25) Inflation Eases Off In February, Outlook Steady
  • (10:53) The Interesting Contrast Between Vegetarian And Non Vegetarian Food
  • (19:53) OPEC Sticks To Growth Forecast For Oil Demand
  • (22:19) Car Sales Hit Record High In February

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#242 Markets Shift Worldwide, India Could Stay Weak12 Mar 202400:22:16

On today’s episode, financial journalist Govindraj Ethiraj talks to Anuj Gupta, Head of Commodities and Currencies at HDFC Securities as well as Sheetal Sapale, VP Commercial at Pharmarack.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (00:50) Markets Shift Worldwide, India Could Stay Weak
  • (02:24) Gold Is Holding Highs Of Last Week, Could It Rise Further?
  • (07:14) Market Regulator Says They Are Tracking Manipulation As They Stay Committed To Fight The Froth
  • (09:26) Adani Acknowledges Hindenburg’s Contribution To Change In Strategy
  • (10:58) Popular Medications Have Dozens Of Variations. Why Companies Love Them

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#241 Wall Street’s Breather On Friday Could Extend To Dalal Street Today11 Mar 202400:23:48

On today’s episode, financial journalist Govindraj Ethiraj talks to Mridula Ramesh, award-winning author of the critically acclaimed The Climate Solution and Watershed, and the founder of Sundaram Climate Institute, which focuses on waste and water solutions.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Wall Street’s breather on Friday could extend to Dalal Street Today
  • (03:24) Gold prices race away, demand falls in big markets like Dubai
  • (06:23) Swiss watches and chocolates will be cheaper in coming years as India signs new FTA
  • (08:13) It’s official, Tesla will not get special treatment for an India entry
  • (10:58) Bangalore’s water crisis, why businesses have to wake up
  • (21:55) It's not just AI Chips that are flying off the shelves

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#240 India’s Mega Consumption Story: A Conversation with Author Rama Bijapurkar09 Mar 202400:41:53

Tracking the Indian consumer has been a perplexing task for many marketers and research firms through the decades. Getting this right means success for so many brands offering products and services. The market, however, continues to evolve with a gradual rise in income levels. How does one keep track?

Financial Journalist Govindraj Ethiraj talks to acclaimed Indian author Rama Bijapurkar to delve into her new book ‘Lilliput Land: How Small is Driving India’s Mega Consumption Story.’ In it, she dismisses the simplistic view of the Indian demographic and embraces all the complexities and opportunities that new India has to offer. One of the largest consumer markets in the world, India is made up of lots and lots of small consumers-- each earning and spending just a little bit that adds up to a lot. It is served by millions of small suppliers oozing innovation and customer intimacy, and is powered by digital infrastructure that does billions of unique and small transactions every day.

About Rama Bijapurkar
Rama Bijapurkar is a business adviser, independent director on boards of blue-chip corporate and academic institutions, researcher, and academic. She describes her work as ‘bringing the “people view” to business strategy and public policy’. She has also authored other influential books on Consumer India—We Are Like That Only: Understanding the Logic of Consumer India (2007) and A Never-Before World: Tracking the Evolution of Consumer India (2013).


For more of our coverage check out thecore.in

The Core Report: Weekend Edition ft Rama Bijapurkar (Video)

--Support the Core Report--

Head to www.indiaenergyweek.com

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#239 RBI & SEBI Move In Concert In Near And Rare Co-Ordinated Actions08 Mar 202400:21:05

On today’s episode, we feature an excerpt from our upcoming weekend edition which features financial journalist Govindraj Ethiraj in conversation with Rama Bijapurka.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Gold continues its run, hits fresh high in anticipation of interest rate cuts.
  • (03:46) RBI & SEBI move in concert in near and rare co-ordinated actions.
  • (06:20) Passenger vehicle sales continue to surge. 
  • (07:27) What the RBI Governor thinks of Ferraris.
  • (09:22) More airports coming in India, global air traffic up 17% in January.
  • (13:09) Breaking down the old rural-urban consumer divide with Rama Bijapurkar

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#238 Markets Search For New Asset Classes To Pile In07 Mar 202400:18:33

On today’s episode, financial journalist Govindraj Ethiraj talks to CRISIL Chief Economist Dharmakirti Joshi.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Markets search for new asset classes to pile in, equities and gold hit record high
  • (04:16) India leans on oil refiners to push rupee denominated trade.
  • (05:51) Rating agency CRISIL predicts doubling of per capita income to $4,500 in 7 years.
  • (15:02) RBI Governor now bats for 8% GDP growth for this year, see why.
  • (16:20) Banks asked to let consumers choose Visa, Mastercard or other networks

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#363 Markets Fall On Weak Signals13 Aug 202400:22:12

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.


Register for The Core Meet Up!!


Listeners! We await your feedback....

For sponsorships and brand studio engagements, contact shiva@thecore.in

For more of our coverage check out thecore.in

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#237 Equity Markets Weak But Bond Markets Get A Bloomberg Index Boost06 Mar 202400:22:56

On today’s episode, financial journalist Govindraj Ethiraj talks to Ashish Pherwani, Partner and Media & Entertainment Leader, EY India.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) Equity markets weak but bond markets get a Bloomberg index boost.
  • (05:52) RBI actions reveal systemic excesses as it cracks down again, this time on JM Financial.
  • (09:15) Increase in world trade and ecommerce shipments lead to spikes in Air Cargo movements.
  • (10:15) Digital advertising overtakes traditional advertising in India for first time, at 51%. 
  • (20:34) Is Tesla going to Thailand?

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#236 World Markets Hit Highs Again, India Joins The Party With Smaller Steps05 Mar 202400:25:08

On today’s episode, financial journalist Govindraj Ethiraj talks to Tamal Bandyopadhyay, veteran commentator on banking issues and columnist with Business Standard.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) World markets hit highs again, India joins the party with smaller steps.
  • (03:26) Moody’s catches up, ups India GDP projections
  • (05:35) India ships crude from big find in Krishna Godavari basin.
  • (06:50) 26 years after launching its first car, Tata Motors to demerge passenger cars from parent commercial vehicles.
  • (11:23) RBI cracks down again, this time on IIFL’s gold loans business.

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

#235 Holiday Trading Takes Markets To New Highs04 Mar 202400:21:12

On today’s episode, financial journalist Govindraj Ethiraj talks to Gulam Zia, Executive Director at Knight Frank as well as New Indian Express columnist and well known economic journalist Shankkar Aiyar.

SHOW NOTES

  • (00:00) Stories Of The Day
  • (00:50) Holiday trading takes markets to new highs, sustaining might be tough
  • (02:54) India’s wealthier are growing faster than elsewhere in world
  • (09:46) Latest GDP numbers have caused some head scratching. What should one really focus on?
  • (18:44) A $1 billion gift that ought to inspire many

For more of our coverage check out thecore.in

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube

© My Podcast Data