The Core Report
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
Latest episodes
Dec 22, 2024 • 25min
#465 The Stock Markets Take A Pounding On Foreign Investor Selling
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 cures
Listeners! We await your feedback....
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Dec 20, 2024 • 39min
#464 Insights on India’s Tech Future with Rajesh Nambiar
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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Dec 19, 2024 • 24min
#463 Markets Fall Again, on Hawkish US Interest Rate Stance
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 market
Listeners! We await your feedback....
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Dec 18, 2024 • 28min
#462 Markets Slip Again On Fed Fears
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 timelines
Listeners! We await your feedback....
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Dec 17, 2024 • 32min
#461 Markets In Steep Fall On US Interest Rate Fears
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 trends
Listeners! We await your feedback....
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Dec 16, 2024 • 30min
#460 Markets Dip As Investors Wait For Cues
On Episode 460 of The Core Report, financial journalist Govindraj Ethiraj talks to Ameera Shah, Executive Chairperson and whole-time Director of Metropolis Healthcare as well as Jairam VG, Founder of Hyperlink Brand Solutions.
SHOW NOTES
(00:00) Stories of the Day
(00:41) Markets dip as investors wait for cues
(03:29) Gold frenzy grips Indian buyers
(07:49) Why the cancer diagnostics market is growing
(19:18) Legend Zakir Hussain’s unfinished agenda
Listeners! We await your feedback....
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Dec 15, 2024 • 33min
#459 A Lucky Friday The 13th Changes Market Sentiment
On Episode 459 of The Core Report, financial journalist Govindraj Ethiraj talks to Mandeep Manocha, Co-founder and CEO at Cashify as well as Jehangir Gai, well-known consumer affairs lawyer.
SHOW NOTES
(00:00) The Take
(06:36) A lucky Friday the 13th changes market sentiment
(07:54) India’s rice inventories have hit 5 times the Government’s target
(09:03) India’s refurbished phone market is growing
(18:49) What happens if India increases taxes on the rich?
(21:28) Lessons for India’s insurance industry from a US shooting
Listeners! We await your feedback....
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Dec 13, 2024 • 54min
#458 Breaking Boundaries: Saint-Gobain's Green Manufacturing Revolution with B. Santhanam
Video footage courtesy of https://www.youtube.com/user/SaintGobainTV
In this episode of The Core Report: Weekend Edition, CEO B. Santhanam reveals Saint-Gobain's ambitious sustainability journey in India. The company is transforming manufacturing through groundbreaking green technologies, with two remarkable world-first achievements:
A Chennai glass factory that's electrified 25% of its natural gas processes, and a Vizag plasterboard plant running entirely on biomass with zero emissions. These innovations are part of Saint-Gobain's bold global goal to cut CO2 emissions by one-third by 2030.
Beyond technology, Santhanam champions a workforce revolution, highlighting the critical role of young, skilled workers—especially women—in driving this sustainable transformation. As India's manufacturing capabilities rapidly evolve, Saint-Gobain is not just adapting but leading the charge towards a cleaner, more inclusive industrial future.
Listeners! We await your feedback....
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Dec 12, 2024 • 25min
#457 Markets Slip Again, Wait For Bottom Up Santa Rally
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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9 snips
Dec 11, 2024 • 20min
#456 FIIs are Back, As Markets Gear Up for Santa Rally
Foreign institutional investors are making a comeback as the markets prepare for a festive rally. The new economic landscape raises questions about bitcoins and cryptocurrency's future. Additionally, the rupee is feeling pressure from China's currency changes. Meanwhile, India's growth forecasts have been revised down to 6.5%, spotlighting the effects of reduced private investment. Discussions also include sector performance and a notable acquisition by the Bhartia family, hinting at evolving business strategies amidst market fluctuations.
