Episoder
-
On Episode 392 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Founder and Director of Kedia Advisory as well as Rohini Pande the Henry J. Heinz II Professor of Economics and Director of the Economic Growth Center at Yale University.
SHOW NOTES
(00:00) The Take (04:02) Wall Street jumps and could drive up Indian stocks further on Friday. (06:06) Rupee recovers to a 2-month high. (07:19) Gold prices hit all time highs, where could they go next? (13:10) Can a grace period for microfinance loans improve the chance of repayments?â â â â â Listeners! We await your feedback....â â â â â
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] for sponsorships and brand studio requirements.
For more of our coverage check out â â â â â thecore.inâ â â â â
â â â â â Join and Interact anonymously on our whatsapp channelâ â â â â
â â â â â Subscribe to our Newsletterâ â â â
â â â â â â â â â Follow us on:â â â â â â â â â
â â â â Twitterâ â â â â | â â â â â Instagramâ â â â â | â â â â â Facebookâ â â â â | â â â â â Linkedinâ â â â â | â â â â â Youtubeâ
-
On Episode 391 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, founder of the Global Trade Research Initiative.
SHOW NOTES
(00:00) The Take (04:12) Markets slip down in anticipation of Fed moves (05:10) India overtakes China on key MSCI Index (08:20) Why are Indiaâs exports slipping? (17:49) Should you rent or buy?â â â â Listeners! We await your feedback....â â â â
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] for sponsorships and brand studio requirements.
For more of our coverage check out â â â â thecore.inâ â â â
â â â â Join and Interact anonymously on our whatsapp channelâ â â â
â â â â Subscribe to our Newsletterâ â â
â â â â â â â Follow us on:â â â â â â â
â â â Twitterâ â â â | â â â â Instagramâ â â â | â â â â Facebookâ â â â | â â â â Linkedinâ â â â | â â â â Youtubeâ
-
Mangler du episoder?
-
On Episode 390 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, executive chairman of Shree Renuka Sugars and also chairman of the Asian Palm Oil Alliance.
SHOW NOTES
(00:00) The Take (04:21) Markets on standby for US Fed Rate Cut Today (05:23) Oil prices fall, as does wholesale price inflation (06:21) Gold imports jumped 3 times in August thanks to lower duties, taking the trade deficit to a 10-month high. (07:49) Steep import duties on edible oils will increase inflation, why did the Government do it now? (16:28) Bank credit falls following slowdown in personal, small business and agriculture segments.â â â Listeners! We await your feedback....â â â
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] for sponsorships and brand studio requirements.
For more of our coverage check out â â â thecore.inâ â â
â â â Join and Interact anonymously on our whatsapp channelâ â â
â â â Subscribe to our Newsletterâ â
â â â â â Follow us on:â â â â â
â â Twitterâ â â | â â â Instagramâ â â | â â â Facebookâ â â | â â â Linkedinâ â â | â â â Youtubeâ
-
On Episode 389 of The Core Report, financial journalist Govindraj Ethiraj talks to Narendra Solanki, head of fundamental research at Anand Rathi Investment Services as well as Dr Arunabha Ghosh, founder-CEO of the Council on Energy, Environment and Water (CEEW).
SHOW NOTES
(00:00) The Take (05:09) The markets hit fresh highs (07:13) Is the Bajaj Housing IPO the last best opportunity there ever was to make money? (13:34) The Government sharply hikes import duties on imported palm oil, a move bound to hit consumers (14:55) Why opportunities for generating renewable energy in India are lesser than you might thinkâ â â Listeners! We await your feedback....â â â
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] for sponsorships and brand studio requirements.
For more of our coverage check out â â â thecore.inâ â â
â â â Join and Interact anonymously on our whatsapp channelâ â â
â â â Subscribe to our Newsletterâ â
â â â â â Follow us on:â â â â â
â â Twitterâ â â | â â â Instagramâ â â | â â â Facebookâ â â | â â â Linkedinâ â â | â â â Youtubeâ
-
On Episode 388 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Phatak, research director of Counterpoint Research.
SHOW NOTES
(00:00) The Take: What was the Mahindra Group Thinking? (05:38) Markets slow down (07:22) After Hyundai, another Korean giant LG considers India IPO (08:44) Apple gains market share but the mobile phone market is a Chinese monopoly (17:21) Government hears basmati rice exporters, scraps floor price ahead of bumper crop (18:21) The new Oracle is Oracle (19:56) IT unemployment in the US risesâ â Listeners! We await your feedback....â â
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] for sponsorships and brand studio requirements.
For more of our coverage check out â â thecore.inâ â
â â Join and Interact anonymously on our whatsapp channelâ â
â â Subscribe to our Newsletterâ
â â â Follow us on:â â â
â Twitterâ â | â â Instagramâ â | â â Facebookâ â | â â Linkedinâ â | â â Youtubeâ
-
In this episode of The Core Report: Weekend Edition, host Govindraj Ethiraj caught up with legendary investor Mark Mobius, Chairman of the Mobius Emerging Opportunities Fund. Mobius observes the significant growth in market capitalisation and the dramatic rise in the number and size of stocks in India, emphasising why India is a prime investment destination. He explores how India's robust GDP growth and a young, increasingly affluent population are fuelling economic expansion, making the country a beacon of opportunity, especially in the wake of Chinaâs economic challenges.Mobius also offers his views on India's potential to become a global leader in chip manufacturing, highlighting the importance of focusing on individual companies rather than being swayed by market sentiment. Additionally, he provides a critical analysis of China's $6.5 trillion stock market rout and its economic implications.Throughout the conversation, Mobius shares why he avoids commodity companies and sees the future in India's service and tourism industries. Donât miss this deep dive into emerging markets and strategic investment opportunities with one of the worldâs most respected investors.
â Listeners! We await your feedback....â
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] for sponsorships and brand studio requirements.
For more of our coverage check out â thecore.inâ
â Join and Interact anonymously on our whatsapp channelâ
â Subscribe to our Newsletterâ
Follow us on:â
Twitterâ | â Instagramâ | â Facebookâ | â Linkedinâ | â Youtube
-
On Episode 386 of The Core Report, financial journalist Govindraj Ethiraj talks to Harish Bhat, Advisor and Director at the Tata Group and co-author of the book âJamsetji Tata: Powerful Learnings for Corporate Successâ.
SHOW NOTES
(00:00) Stories Of The day (01:09) Bulls tire of pause, hit play again, markets zoom 1,439 points (02:56) ECB Cuts Rates Again, All Eyes On Federal Reserve Now (04:09) Inflation comes in at 3.65%, higher than projections (05:29) Will India cut fuel prices? (08:20) Major European carrier says air fares will fall (09:19) Jamsetji Tata, how he attacked economic problems and social gapsâ Listeners! We await your feedback....â
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] for sponsorships and brand studio requirements.
For more of our coverage check out â thecore.inâ
â Join and Interact anonymously on our whatsapp channelâ
â Subscribe to our Newsletter
â Follow us on:â
Twitterâ | â Instagramâ | â Facebookâ | â Linkedinâ | â Youtubeâ
-
On Episode 385 of The Core Report, financial journalist Govindraj Ethiraj talks to Sehul Bhatt, Director at CRISIL as well as Jignesh Shial, Director - Research; Head of BFSI Sector at InCred Capital.
(00:00) The Take (05:29) Markets fall again as global cues take hold (06:13) Oil price fall is now worrying markets across. (07:20) How rising temperatures and heavy rains are changing power demand patterns (14:48) Bajaj Housing Finance IPO gets subscribed, what is the future for non bank housing finance companies though ? (23:05) London Heathrow is the most internationally connected airport in the world
SHOW NOTESListeners! We await your feedback....
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] 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 -
On Episode 384 of The Core Report, financial journalist Govindraj Ethiraj talks to Narendra Taneja, leading energy expert and chairman of the Independent Energy Policy Institute.
SHOW NOTES
(00:00) The Take(04:12) Markets stay positive but lean on Wall Street(05:10) Mutual funds pull in Rs 38,000 crore in August, second highest ever(06:19) Chinaâs $6.5 trillion market loss since the 2021 peak(08:56) Understanding Indiaâs oil import basket as Venezuelan crude makes an entry(18:11) Appleâs AI powered iPhone16s are not quite here yetListeners! We await your feedback....
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] 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 -
On Episode 383 of The Core Report, financial journalist Govindraj Ethiraj talks to Shantanu Rooj, founder and CEO of TeamLease Edtech.
SHOW NOTES
(00:00) The Take(04:41) Markets recover, but on weak footing(06:15) Morgan Stanley cuts oil price projection once again(07:20) Cut in Gold Import Duties To Boost Domestic Business(10:10) Iron ore prices fall below $90 a tonne(10:57) Thumbs up for the Indian market as Carrefour returns after leaving in 2014(11:38) Why placement salaries at IITs are hitting new lows
Nasscom Conversations Episode 3 with Data Security Council Of India CEO, Vinayak Godse - Spotify | Apple | YoutubeListeners! We await your feedback....
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] 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 -
On Episode 382 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijay Setia, former president of the All India Rice Exporters Association.
SHOW NOTES
(00:00) The Take: The Givers and The Takers of Indian Stock Markets (04:41) Why markets are still weak(06:50) Demand woes push oil prices lower, now around $71 a barrel(07:51) Basmati rice exporters project bumber crop, want export curbs removed(21:38) US Government warns against doing business in Hong Kong(22:28) The summer of 2024 was the hottest on recordListeners! We await your feedback....
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] 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 -
On Episode 381 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of the Federation Of Automobile Dealers Associations (FADA).
SHOW NOTES
(00:00) The Take: Worshipping The Sun (04:21) Markets slip further as the bottom stays weak(06:56) Oil at its lowest since June 2023(08:10) Auto sales fall again, inventories rise further(21:06) Singapore which controls 11% of global semiconductor market to partner with India for new projectsListeners! We await your feedback....
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] 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 -
On Episode 380 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Mishra, SVP-Research at Religare Broking.
SHOW NOTES
(00:00) The Take: Indiaâs affluent class has choices to make(05:48) Indices fall as markets digest Wall Street moves(06:20) Rupee hits fresh lifetime low(06:52) Car dealerships say inventories have risen further to 75 days(07:48) Oil prices hit 9-month low, why its good news for India(10:59) How IPO prices perform after a year(12:44) Are Indian IT companies and stocks set to break out of the holding pattern of recent years?Listeners! We await your feedback....
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] 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 -
On Episode 379 of The Core Report, financial journalist Govindraj Ethiraj talks to Jaikrishnan G, Partner - Advisory at PwC India.
SHOW NOTES
(00:00) The Take: Reading The Right Signs(04:31) Stock Markets rise for the 14th consecutive and record session but barely.(05:34) Oil prices have now fallen below $75 a barrel.(06:16) Go for Gold, says Goldman, Indian asset managers concur(08:18) Education loans are fastest growing category for NBFCs thanks to spiralling demand for overseas study(10:28) How shifting consumer attitudes including youth is boosting the market for loansListeners! We await your feedback....
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] 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 -
On Episode 378 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, CEO of Avialaz Consultants.
SHOW NOTES
(00:00) The Take(03:43) Indiaâs longest ever stock market rally continues, enters 13th day(05:18) Share of Russian crude in Indiaâs oil basket continues to fall(07:52) The operational dynamics of the Air India - Vistara merger with fresh insights(19:29) Volkswagen says it may close more plants, blaming the move on the tough economic environment in GermanyListeners! We await your feedback....
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] 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 -
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 oneListeners! We await your feedback....
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] 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 -
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 childrenâs 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 [email protected] 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 -
On Episode 375 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, veteran market and Reliance watcher and founder of DRChoksey Finserv.
SHOW NOTES
(00:00) The Take: The Importance of Friction in Payments(05:38) Markets On Longest Winning Streak in 17 years(06:36) Defence stocks, once a darling, are still falling(09:12) Reliance says it will double earnings in retail and telecom business in 3 years and considers bonus issue(19:02) Corporate growth is moderating, says Crisil ratings, slowest in 15 quartersListeners! We await your feedback....
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] 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 -
On Episode 374 of The Core Report, financial journalist Govindraj Ethiraj talks to Neeti Sharma, CEO of Teamlease Digital.
SHOW NOTES
(00:00) The Take: Why a primary market problem is also a market problem(05:09) Markets see the longest winning run in 4 years.(06:09) Caution on Wall Street even as it waits on Nvidia result(08:14) Will captives of multinationals absorb excess manpower flows into IT services(19:47) Air Cargo Numbers Rise In Double Digits For 8th Month(21:15) Lego sales jump 13% in the first half, you may have contributed to itListeners! We await your feedback....
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] 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 -
On Episode 373 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, senior vice president of Elara Capital as well as Pranav Haldea, managing director of PRIME Database Group.
SHOW NOTES
(00:00) The Take: Why Indian investors need to be reined in(05:09) Markets on steady upward trot for 9 straight sessions(06:21) Maruti says no inventory problem but the problem is larger(08:45) Zee and Sony say all claims on each other are off following a failed merger, what this means for industry(16:12) Primary markets are overheated, what can be done?Listeners! We await your feedback....
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] 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 - Se mer
