Episódios
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In this episode of The Core Report's year end Special Editions, financial journalist Govindraj Ethiraj interviews Samir Arora, a veteran fund manager and the founder of Helios Capital, delving into his perspectives on mutual fund trends, market cycles, and investment strategies. Arora highlights the remarkable rise of direct mutual fund investments, with over 40% of their flows bypassing traditional distributors, and shares his insights on the dynamics of Indian retail investors. He also shares candid opinions on the consumer durables sector, identifying its cyclical nature and susceptibility to macroeconomic shifts. He argues that while the industry offers growth opportunities, its volatility and dependency on discretionary spending demand cautious optimism from investors. This episode offers a wealth of insights on India's investment landscape and more.
(00:00) Introduction and Investment Beginnings
(03:41) Defining Investment Philosophies
(07:21) The Role of FII in Indian Markets
(11:01) Market Cycles and Investor Behavior
(15:01) The Rise of Indian Retail Investors
(18:31) The Impact of Global Macroeconomics on Indian Markets
(23:11) The Significance of Sectoral Allocation
(27:01) Tech, IT, and the India Growth Story
(31:31) The Influence of Dream-Selling in Investments
(38:18) Equity vs Other Asset Classes
(39:45) Domestic Investment Flows and Investor Behavior
(42:35) Defining Bull Runs in the Indian Market
(43:27) HDFC Bank: A Timeless Investment
(45:24) Closing RemarksListeners! We await your feedback....
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On Episode 465 of The Core Report, financial journalist Govindraj Ethiraj talks to Dinesh Kanabar, CEO at tax advisory company Dhruva Advisors as well as Sheetal Sapale, Vice President at Pharmarack.
SHOW NOTES
(00:00) Stories of the Day (01:19) The stock markets take a pounding on foreign investor selling, the last week has no real good news. (02:54) Rupee hits fresh low, forex reserves drop sharply (06:18) India’s direct tax collections are rising, what is driving it? (13:35) Indians are willing to seek treatment for more disease conditions including depression and that is driving up sales of curesListeners! We await your feedback....
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With generative AI poised to reshape industries, how can India’s IT sector keep up? In this episode, Rajesh Nambiar, President of NASSCOM, joins Govindraj Ethiraj to explore the transformative impact of AI on the traditional IT model. Reflecting on pivotal moments like Y2K and the importance of learnability, Nambiar discusses how the industry can pivot to seize new opportunities. What lessons from the past can guide India’s next tech revolution? And how can the country leverage its strengths in data and innovation to thrive in an AI-driven future? Tune in to uncover strategies for staying competitive in this watershed era.(00:00) Introduction to the Future of AI and Work(02:01) The Impact of AI on Job Creation and Replacement(06:01) The Importance of Skill Development in Emerging Technologies(09:16) Challenges and Opportunities for Deep Tech Startups(12:01) India’s Position in the Global Startup Ecosystem(16:31) The Semiconductor Ecosystem and India’s Role(25:18) Leveraging India’s Strengths for Semiconductor Growth(29:33) Startups and Leveraging Technology to Solve Real Problems(32:16) Advice for Young Engineers Entering the Workforce(34:20) The Evolution of IT and What’s Next for the Industry(37:23) Closing Remarks: The Future of Work and Technology
Listeners! We await your feedback....
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On Episode 463 of The Core Report, financial journalist Govindraj Ethiraj talks to Krishan Arora, Indirect Tax National Leader and Partner at Grant Thornton Bharat.
SHOW NOTES
(00:00) Stories of the Day (01:00) Markets fall again, on hawkish US interest rate stance (03:20) Rupee crosses Rs 85 per USD now (04:23) Time to brace, consumer product companies are hiking prices sharply (07:32) An important GST meeting coming up might see some rates being reduced, so what will go up? (20:04) The US is considering banning router maker TP-Link which also commands a significant share of Indian marketListeners! We await your feedback....
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On Episode 462 of The Core Report, financial journalist Govindraj Ethiraj talks to Yves Padrines, CEO at the Nemetschek Group.
SHOW NOTES
(00:00) The Take (05:00) Markets slip again on Fed fears (07:44) Direct tax collections stay strong (09:23) Institutional investment in real estate is rising (10:38) Trump threatens reciprocal tariffs on India in sign that he has not forgotten his original threats (11:58) How software is changing construction industry practices and timelinesListeners! We await your feedback....
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On Episode 461 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO (India, South East Asia, Middle East & Africa) at CBRE as well as Tarun Pathak, Research Director at Counterpoint Research.
SHOW NOTES
(00:00) Stories of the Day (01:00) Markets in steep fall on US interest rate fears (02:30) The Reliance stock is now in negative territory for 2024 (04:54) Rupee hits fresh low, oil prices slide (06:27) Data centre investments could cross $100 billion by 2027. What’s driving it? (18:01) Why AI embedded smartphones are yet to catch fancy and overall trendsListeners! We await your feedback....
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On Episode 460 of The Core Report, financial journalist Govindraj Ethiraj talks to Ameera Shah, Executive Chairperson and whole-time Director of Metropolis Healthcare as well as Jairam VG, Founder of Hyperlink Brand Solutions.
SHOW NOTES
(00:00) Stories of the Day (00:41) Markets dip as investors wait for cues (03:29) Gold frenzy grips Indian buyers (07:49) Why the cancer diagnostics market is growing (19:18) Legend Zakir Hussain’s unfinished agendaListeners! We await your feedback....
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On Episode 459 of The Core Report, financial journalist Govindraj Ethiraj talks to Mandeep Manocha, Co-founder and CEO at Cashify as well as Jehangir Gai, well-known consumer affairs lawyer.
SHOW NOTES
(00:00) The Take (06:36) A lucky Friday the 13th changes market sentiment (07:54) India’s rice inventories have hit 5 times the Government’s target (09:03) India’s refurbished phone market is growing (18:49) What happens if India increases taxes on the rich? (21:28) Lessons for India’s insurance industry from a US shootingListeners! We await your feedback....
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Video footage courtesy of https://www.youtube.com/user/SaintGobainTVIn this episode of The Core Report: Weekend Edition, CEO B. Santhanam reveals Saint-Gobain's ambitious sustainability journey in India. The company is transforming manufacturing through groundbreaking green technologies, with two remarkable world-first achievements:A Chennai glass factory that's electrified 25% of its natural gas processes, and a Vizag plasterboard plant running entirely on biomass with zero emissions. These innovations are part of Saint-Gobain's bold global goal to cut CO2 emissions by one-third by 2030.Beyond technology, Santhanam champions a workforce revolution, highlighting the critical role of young, skilled workers—especially women—in driving this sustainable transformation. As India's manufacturing capabilities rapidly evolve, Saint-Gobain is not just adapting but leading the charge towards a cleaner, more inclusive industrial future.
Listeners! We await your feedback....
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On Episode 457 of The Core Report, financial journalist Govindraj Ethiraj talks to Hemindra Hazari, veteran banking analyst.
SHOW NOTES
(00:00) Stories of the Day (01:19) Markets slip again, wait for bottom up Santa rally (03:36) OPEC has once again cut oil demand forecasts for next year (06:11) Gold, silver futures rise on speculation, US may put tariffs on their imports too (07:50) Inflation drops from 14 month high to 5.48% (10:39) Is India’s bank credit growth hitting a wall?Listeners! We await your feedback....
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On Episode 456 of The Core Report, financial journalist Govindraj Ethiraj talks to Avinash Gorakshakar, Head of Research of Profitmart Securities.
SHOW NOTES
(00:00) The Take (04:50) FIIs are back, as markets gear up for Santa rally (06:46) Chief Economic Advisor makes indirect case for bitcoins and crypto day after conservative RBI governor departure (08:31) Rupee hits fresh low on reports of China loosening Yuan (10:17) Asian Development Bank lowers India growth estimatesListeners! We await your feedback....
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On Episode 455 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director and columnist at Business Standard as well as Santosh Katariya, President of the Clothing Manufacturers Association Of India (CMAI).
SHOW NOTES
(00:00) Stories Of The Day (01:09) Markets are flat as flat goes (04:59) Rupee hits fresh low on expectation of interest rate cuts (07:05) What does the new RBI Governor bring to the table and what has he left behind? (18:19) IATA projects record $1 trillion revenues for aviation industry with over 5 billion passengers and 40 million flights (21:47) Why are clothing manufacturers protesting a hike? (28:29) And Amazon dives into 15 minute delivery tooListeners! We await your feedback....
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On Episode 454 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist at Executive Vice President and Elara Securities as well as C S Vigneshwar, president of the Federation of Automobile Dealers Associations (FADA).
SHOW NOTES
(00:00) Stories Of The Day (00:50) Markets slide again as cues vanish (02:41) RBI's new governor is a IIT engineer (05:17) The investment case for PSU stocks (17:41) Car sales fall despite unprecedented discounts at dealerships (26:59) Why 2024 will go down as the warmest year everListeners! We await your feedback....
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On Episode 453 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic journalist and author Shankkar Aiyar.
SHOW NOTES
(00:00) The Take: The Uncertainty Machine (05:38) Markets pause after 5-day streak, could pick up positive Wall Street cues (08:37) Can the Sensex go to 105,000 in a year? (09:53) Forex reserves rise $1.5 billion after falling $48 bn in two months (11:12) Why is India gearing to raise GST tax on a variety of items?Listeners! We await your feedback....
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In this first edition of The Core Report: Business Books, Financial journalist Govindraj Ethiraj interviews Alok Sama, author of The Money Trap, discussing his experiences at SoftBank and Morgan Stanley. Sama's book reflects on the allure and pitfalls of wealth accumulation within the tech industry, using anecdotes from his career. The conversation explores the complexities of influential figures like Masayoshi Son, SoftBank's founder and Sama also shares his personal journey, explaining his departure from high-powered finance and his transition into writing. Finally, he offers insights into market cycles and the nature of risk-taking in the investment world.The pursuit of money can be a trap. Sama uses the phrase "money trap" to describe the allure of money and the difficulty of breaking free from the pursuit of it. He argues that there's always something more to buy, a bigger play, a bigger home, leading individuals to become trapped in a cycle of wanting more. Sama portrays high-stakes finance personalities not as good or bad but as complex individuals with a mixture of admirable qualities and potentially reckless tendencies. For example, Sama describes Masayoshi Son, the founder of SoftBank, as a "futurist visionary" with a remarkable ability to foresee and invest in disruptive technologies, such as the smartphone revolution, the internet, and AI.Alok’s background in investment banking and finance informs his analysis of investment trends and the psychology of risk-taking. He brings a critical and analytical lens to his examination of the tech industry and the decisions made by investors, drawing on his understanding of financial markets, valuation methods, and risk assessment.(00:00) - Introduction (03:16) - Early Career and Influences (08:46) - Adapting to Change and Taking Risks (13:56) - The Importance of Perspective in Business (18:11) - Lessons from Masa and Technology Investing (24:16) - Investing in India and Beyond (25:40) - The Psychology of Risk-Taking (28:18) - Reflections on Investment Successes and Failures (31:16) - The Story Behind the Book (36:05) - Conclusion
Listeners! We await your feedback....
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On Episode 451 of The Core Report, financial journalist Govindraj Ethiraj talks to Alok Sama, former President & CFO of SoftBank Group International. The excerpt is from a larger Interview we will be featuring over the weekend from our upcoming Business Books series of the The Core Report.
SHOW NOTES
(00:00) Stories of the Day (01:00) FIIs kick off a 3,000-point surge in Sensex in hot December (03:55) Rupee projected to go below Rs 85 to the USD (07:18) Low air cargo capacity out of India will constrain smartphone exports (09:20) Sugar prices have fallen sharply (10:20) Understanding Masayoshi Son, the man behind SoftbankListeners! We await your feedback....
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On Episode 450 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijai Mantri, Co-Founder and Chief Investment Strategist at JRL Money as well as Garima Kapoor, Economist at Executive Vice President and Elara Securities.
SHOW NOTES
(00:00) Stories of the Day (01:00) The stock markets continue to rise, albeit steadily (02:38) Which way will liquidity flow in coming days, between Indian and global and what will influence markets? (14:40) India’s GDP Q2 came in at 5.4%, the ball is now in the RBI’s court but will the central bank do anything and what should it? (24:36) Temperatures this winter season could be higher and affect cropsListeners! We await your feedback....
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On Episode 449 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Jain, Chief Operating Officer at Wipro as well as Ajay Sharma, Managing Director (Valuations) at Colliers International.
SHOW NOTES
(00:00) Stories of the Day (01:09) The markets rise for third session, stabilising upwards now (02:45) The rupee falls again as RBI seemingly lets go (05:06) How Wipro is training its top brass in AI and using it for more organisational efficiencies (13:32) Air cargo volumes are up last month, stay high as trade signals but Trump trade tariffs could hurt (15:09) AT&T stock is being fancied, for its boring fibre business (19:17) Is the premium end of the real estate market bottoming out?Listeners! We await your feedback....
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On Episode 448 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, vice president at the Korean Shinhan Bank
SHOW NOTES
(00:00) The Take: India’s Spiralling Real Estate Market (04:21) Markets hold ground, gain in the first trading session (05:18) The rupee hits another record low, what is the outlook? (14:46) Oil rises on perception of slow Chinese recovery (16:25) Another steel company gets into car makingListeners! We await your feedback....
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On Episode 447 of The Core Report, financial journalist Govindraj Ethiraj talks to DK Joshi, Chief Economist at CRISIL Ltd.
SHOW NOTES
(00:00) The Take: The De-dollarization Debate Heats Up (05:09) Will markets pick up on US cues? (07:19) Oil prices slide further on demand woes (08:32) What is the arc of India’s GDP Growth? (19:38) Bank credit to NBFCs slows (20:39) US recommends severe duties on solar panel imports from SE AsiaHow India's Economy Works with Puja Mehra
Rhetoric vs Reality: Trump’s Disruptive Agenda with Neelkanth Mishra
Spotify | Apple | Youtube
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