Episodi
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On Episode 488 of The Core Report, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, veteran market analyst as well as Pushan Sharma, Director- Research at Crisil Intelligence.
SHOW NOTES(00:00) Stories of the Day
(01:00) Markets recover from Trump and earnings battering
(02:17) What are the underlying trends in the markets right now?
(09:42) The Rupee is holding relatively strong
(12:11) Oil prices yet to respond to Trump’s national energy emergency
(14:08) India’s whiskey & steel export strategy to the US
(17:08) Decoding India’s earnings growth slowdown for Q3
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On Episode 487 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Founder & Principal Economist at Asia Decoded as well as Prashanth Agarwal, Partner at PwC.
SHOW NOTES(00:00) The Take
(05:19) The markets crash again on Trump policy uncertainty
(07:29) Oil prices ease off on increased supply triggers
(09:37) The Trump presidency: The Asia view
(16:13) Revenue growth slows in India as construction industry drags
(18:24) Indirect tax expectations
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Episodi mancanti?
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On Episode 486 of The Core Report, financial journalist Govindraj Ethiraj talks to Aashish Sommaiyaa, Executive Director and CEO WhiteOak Capital Asset Management as well as Dr Irfan Nooruddin, the Hamad bin Khalifa Al-Thani Professor of Indian Politics at Georgetown University in Washington, D.C.
SHOW NOTES(00:00) Stories of the Day
(01:00) Trump effect lifts global, Indian markets
(03:34) Which way are oil prices headed now?
(06:32) Stock picking in an era of market and economic uncertainty.
(21:00) What will a Trump administration mean for India, the new vulnerabilities ?
(28:35) Who is not at DAVOS?
(29:43) Billionaire wealth across the globe surged by $2 trillion in 2024 to $15 trillion at a rate three times faster than the previous year, a study showed on Monday.
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On Episode 485 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhu Dhamodharan, Convenor at the Indian Texpreneurs Federation as well as Karan Taruani, Consumer Analyst and Senior Vice President at Elara Securities.
SHOW NOTES(00:00) The Take
(04:50) The stock markets are still under pressure, on standby for Budget cues
(06:12) India’s forex reserves are at 10 month low, down $79 billion
(07:53) India is now experiencing a structural slowdown, says UBS
(10:16) Will the US step up or down sanctions on Russian oil? And what that could mean for India?
(13:25) On Trump’s inauguration day, how could potential import tariffs hurt India’s apparel industry
(26:00) Reliance retail has reported strong Q3 results, does that mean consumer products are doing well?
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This week financial journalist Govindraj Ethiraj is joined by Govindraj Ethiraj sits down with Vishal Kampani, Vice Chairman and Managing Director of JM Financial, to explore the dynamic evolution of India's financial landscape. From private equity to capital markets, they discuss the shifting preferences of investors, as well as the opportunities and hurdles shaping the sector. Kampani highlights the need for financial innovation, the role of family offices, and the future of the financial sector in India. Tune in to understand the contemporary pinnings of wealth management.(00:00) Introduction(02:15) Legacy, Culture and contemporary advantages of JM Financial(03:30) New competition and current trends(05:22) Building out a digital platform(07:11) Market Segmentation and expansion(10:00) Investment-life-balance and the younger generation(12:00) JM Financials range of customers(13:38) Investment banking today(17:00) Financial Innovation in India(19:00) Today vs 25 years ago(24:45) Pricing and Private equity(27:20) JM Financial’s various verticals and growth(31:30) RBI and Taking a Regulatory Lens(34:11) Outlook for 2025(37:42) Family Offices(40:00) Future of the financial sector and final thoughts
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On Episode 483 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinod Giri, Director General of the Brewers Association of India as well as Vivek Kumar, economist at QuantEco Research.
SHOW NOTES(00:00) Stories Of The Day(01:00) Markets gain on US interest rate outlook and positive fund flow cues(03:16) Infosys results and guidance suggest US banks will increase spending on the back of strong performance. (05:27) Refiners are scampering to buy crude as sanctions on Russian oil take hold(11:28) Hyderabad is running out of beer as United Breweries battles with the State Government for past dues.(21:34) India’s trade deficit conundrum. Decoding the numbers
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On Episode 482 of The Core Report, financial journalist Govindraj Ethiraj talks to Uday Ved, Partner-Tax Services at KNAV CPA India.
SHOW NOTES
(00:00) Stories Of The Day (01:00) Markets hold on to a recovery, Wall Street zooms, drive positive cues. (03:44) Gold prices are inching up after while. (04:11) The rupee turns in its best performance in 7 months. (05:33) Oil markets are still on the edge following Russian sanctions and BP returns to a century-old Iraqi field. The IEW Segment. (08:18) Promoters of Indian companies may not get the salaries they do if small shareholders had a greater say. (11:26) How a liberal tax policy can help boost manufacturing. Budget Notes with Uday Ved, Partner, Tax Services, KNAV - CPA India
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On Episode 481 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Shah, well known economist and columnist as well as Vandana Hari, Founder and CEO of Vanda Insights.
SHOW NOTES
(00:00) Stories Of The Day (01:00) Markets fight to end in the positive (04:41) The policy flip flop on the rupee and its implications (19:42) Decoding the sanctions bombshell on Russian oil and impact on India (28:14) Car sales slow down, more so in the small car segment (29:19) And the world’s busiest airport in 2024 is… (30:35) Who does the word schezwan chutney belong to?
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On Episode 480 of The Core Report, financial journalist Govindraj Ethiraj talks to Viktor Katona, head of oil analysis at energy research firm Kpler as well as Rama Bijapurkar, author, business advisor and researcher of Indian consumer markets.
SHOW NOTES
(00:00) Stories Of The Day (01:00) Markets hit a 7-month low, some fund managers still wary of valuations (04:45) Rupee slides past 86 to the US Dollar for the first time (05:21) Shipments of Russian oil to India assured for now as India braces for impact (06:56) Why oil prices are falling and India’s bargaining stance (15:14) How to interpret consumption trends in India when data is weak
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On Episode 479 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder of Equinomics Research as well as Himanshu Parekh, Partner and Head of Tax (West) at KPMG.
SHOW NOTES
(00:00) The Take: India’s Diagnostics Industry Is Going to Grow (04:41) Markets stay on weak footing, will midcaps surprise? (07:20) What early market trends for 2025 are telling us about stocks (16:56) India’s forex reserves down $70 billion from peak as markets brace for rupee sliding below Rs 86 to USD. (17:55) Fresh sanctions on Russia increases the prospect for lower crude oil prices for India. (21:05) 22 subcommittees are working on simplifying India’s tax laws before the Union Budget. Will they meet the deadline?
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This week financial journalist Govindraj Ethiraj is joined by Vineet Agarwal, Managing Director at the Transport Corporation of India Limited. Agarwal discusses the current state of the logistics sector, from growth opportunities and profitability to the challenges and implications of supply chain disruption. You’ll learn about all things supply chain management whether it be for quick commerce, warehousing, multi-modal logistics or the complexity of shifting supply chains. He also discusses the formalisation of sectors, the demands of compliance, and what affects the cost of logistics. Tune in for a 360 view of the logistics industry from one of its biggest players.(00:00) - Intro Logistics sector/industry(02:02) - Quick commerce, Kirana stores, Dark stores, (05:33) - Supply Chains of e-commerce vs Kirana stores(07:15) - Products coming from multiple factories(08:11) - Warehouse fulfilment level is where they operate. Delivery costs are the highest costs.(09:50) - History of the TCI. The business has changed, but the value system has not changed(11:41) - Working with all industries - auto, defence, etc. Offering a service without damages(12:47) - Domestic manufacturing, supply chain localisation due to supply chain disruption(14:49) - Complexity of shifting supply chains(17:20) - Multimodal logistics. Bringing down logistics cost(19:47) - The Shipping side of TCI(22:00) - What do Corporates want(23:00) - Tracking has become hygiene(24:21) - How does granular information add value(25:50) - Where is the growth opportunity(28:11) - Compliance needs(30:21) - Profit growth for TCI(32:30) - How do customers indicate growth opportunities(34:33) - Chocolate(35:53) - Speed increases cost(37:13) - What to look forward in the upcoming budget
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On Episode 477 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Pathak, Telecom Analyst and Research Director at Counterpoint Research.
SHOW NOTES
(00:00) Stories Of The Day (01:09) Markets are sliding away (06:50) The Indian mobile phone market has stagnated, thanks to which half the manufacturing capacity of 500 million phones is lying idle (18:02) RBI wants to improve its data forecasts. (20:55) 52 of 59 ultra luxury properties worth Rs 4,750 crore bought in India last year were in Mumbai as sales values keep rising (21:48) Mercedes has a record sales year in India. (22:49) Electric car maker BYD sells more hybrid cars than electric, did you know?
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On Episode 476 of The Core Report, financial journalist Govindraj Ethiraj talks to Bjarne Schieldrop, Chief Commodity Analyst at Oslo headquartered SEB as well as Pratik Shah, Managing Director for India and SAARC at F5.
SHOW NOTES
(00:00) Stories Of The Day (01:00) The stock markets fight back a fresh bout of selling (03:27) ONGC ties up with BP to boost oil drilling output, the IEW segment (09:50) Indians love gold but did not import as much as we thought last month as the Govt revises figures (11:48) Will new tax laws be simpler? (13:13) How security threats for APIs, which link almost all our financial transactions are rising
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On Episode 475 of The Core Report, financial journalist Govindraj Ethiraj talks to DK Joshi, Chief Economist at CRISIL. We also feature an excerpt from our interview from episode 465 with Dinesh Kanabar, tax expert and CEO at Dhruva Advisors.
SHOW NOTES
(00:00) Stories Of The Day (01:00) Markets pause (04:15) Rupee recovers, rises sharply (05:30) GDP growth slows, advance estimates show (14:25) Car sales and their surprising fall (16:07) Microsoft to invest $3 billion in data infrastructure in India
India Energy Week, Feb 11-14
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On Episode 474 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head Of Research for FX and Interest Rates at Kotak Securities as well as Dr Ishwar Gilada, infectious diseases expert and Secretary General at the People's Health Organisation-India.
SHOW NOTES
(00:00) Stories Of The Day (00:50) Markets fall sharply as sellers take charge. (03:28) Rupee hits another low, decoding India’s foreign exchange strategy. (11:18) Indian meal prices are up but unusually more for non vegetarians. (15:03) The HMPV virus spooked the stockmarkets yesterday, an infectious disease expert view on what it really means.
India Energy Week, Feb 11-14
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On Episode 473 of The Core Report, financial journalist Govindraj Ethiraj talks to Jay Kothari, Senior Vice President, Global Head International Business and Lead Investment Strategist at DSP Mutual Fund.
SHOW NOTES
(00:00) The Take (07:14) Markets were down last week, 2025 will be muted. (09:25) CLSA dumps HDFC Bank from portfolio, focusses on Tata Motors and NTPC, among others. (12:12) Crude oil prices hit a 2 month high. (13:47) Foreign investors bought barely half a billion dollars net last year but not all FIIs are the same and some are more faithful than the others. (24:42) Forex reserves down $13 billion in three weeks to $640 billion. (25:48) After Ford, its time for pizza maker Papa John to return to India
India Energy Week, Feb 11-14
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In this edition of The Core Report, financial journalist Govindraj Ethiraj is joined by Amitesh Rao, CEO at Leo Burnett South Asia. They discuss the current state of advertising - how data affects creativity and ideation, the limitations of influencer marketing, premiumisation in India and how that affects the approach to ad campaigns, how story and myth still play a part in communication, the demands of India's growing affluent class and much more.
(00:00) Introduction: Setting the Stage for Marketing Evolution
(01:45) The Digital Disruption in Marketing
(06:25) Consumer Behavior and the Emotional Connect
(09:40) The Changing Role of the Marketing Mix
(13:12) Measuring Marketing Effectiveness in the Digital Age
(15:47) Lessons from Global Case Studies
(18:35) Leveraging Data for Brand Storytelling
(22:10) Evolving Consumer Expectations in the Auto Industry
(25:56) Navigating Growth in ICE vs. EV Markets
(27:36) The Transition from Tech Fascination to Human-Centric Design
(27:59) AI Without the Hype: Transforming Creativity and Productivity
(31:14) Value vs Price: The Modern Consumer’s Mindset
(33:28) Premiumization in India: Unlocking Affluence
(33:43) Sustainability and Consumer Willingness
(35:14) The Convenience Economy: Paying for Ease
(35:44) Looking Ahead: The Intersection of Tech, Insights, and Creativity
(36:00) The Power of Simple Innovation: A Global Case Study
(37:59) Conclusion: Making an Impact Through Creativity and Insight
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In this Business Books edition of The Core Report, financial journalist Govindraj Ethiraj sits down with professors Ravi Bapna and Anindya Ghose to explore the multifaceted impact of artificial intelligence (AI) on education, misinformation, and global technology trends. Their discussion highlights how personalized AI tutors can revolutionize learning, the collaborative role of AI and humans in tackling misinformation, and the geopolitical implications of advancements in the AI technology stack.From India’s strides in digital public infrastructure and AI for regional languages to the dynamic competition in the semiconductor and cloud computing industries, the conversation provides a forward-looking perspective on how AI could shape 2025. Bapna and Ghose also address the challenges of AI adoption, emphasizing the need for educators and organizations to adapt to rapidly evolving technologies.Tune in for insights about the transformative potential and ethical dilemmas of AI in our interconnected world.
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🎙️ 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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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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