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 10, 2024 • 30min
#455 Markets Are Flat As Flat Goes
In this engaging conversation, Ashok K Bhattacharya, Editorial Director at Business Standard, shares his insights on the stagnant markets and the challenges posed by a declining rupee. He discusses the fresh leadership at the RBI and its potential effects on monetary policy. The booming airline industry, projected to exceed $1 trillion in revenues, is also on the agenda. Plus, Bhattacharya dives into the clothing manufacturers’ protests over GST hikes and the evolving consumer behavior spurred by the pandemic, highlighting the rise of rapid delivery services.
Dec 9, 2024 • 30min
#454 Markets Slide Again As Cues Vanish
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 ever
Listeners! We await your feedback....
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Dec 8, 2024 • 22min
#453 Markets Pause After 5-Day Streak
Shankar Aiyar, a veteran economic journalist and author, shares his profound insights on India’s financial landscape. He discusses the recent pause in market momentum after a five-day surge and speculations about the Sensex reaching 105,000. Aiyar delves into India's rising forex reserves amidst economic turbulence and debates on increasing GST rates for various goods. With a focus on the challenges of currency internationalization, he also critically examines the government’s budgeting strategies and their impact on economic growth.
Dec 8, 2024 • 36min
#452 Risk, Reward and Beyond: Lessons from The Money Trap with Alok Sama
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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Dec 5, 2024 • 17min
#451 FIIs Kick Off A 3000-Point Surge In Sensex
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 Softbank
Listeners! We await your feedback....
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Dec 4, 2024 • 28min
#450 The Stock Markets Continue To Rise
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 crops
Listeners! We await your feedback....
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Dec 3, 2024 • 27min
#449 The Markets Rise For Third Session
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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Dec 2, 2024 • 19min
#448 Markets Hold Ground, Gain in First Trading Session
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 making
Listeners! We await your feedback....
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Dec 1, 2024 • 23min
#447 Will Markets Pick Up on US Cues?
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 Asia
How India's Economy Works with Puja Mehra
Rhetoric vs Reality: Trump’s Disruptive Agenda with Neelkanth Mishra
Spotify | Apple | Youtube
Listeners! We await your feedback....
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Nov 30, 2024 • 32min
#446 Why Women in Tech Matter: In Conversation with Sirisha Voruganti
Video footage courtesy of Grace Hopper Celebration India in partnership with https://anitab.org/ India
In this edition of The Core Report: Weekend Edition, Govindraj Ethiraj speaks to Sirisha Voruganti, CEO & MD of Lloyds Technology Centre India. A powerhouse engineer who has re-defined tech leadership across defence startups, Sirisha also led technology teams at MasterCard and JP Morgan Chase.
She also happens to design critical missile systems. Sirisha's journey is a masterclass in breaking barriers and challenging the status quo.
Listen in as they dive deep into:
- Her groundbreaking work in India's missile defence programs
- The critical importance of women in tech design teams- Why diversity isn't just a buzzword – it's a technological necessity
- Her powerful "Five C's" of professional growth: Competency, Courage, Communication, Compass, and Confidence
Ever wondered why iPhone designs might feel incomplete? Sirisha shares her perspective on how the lack of women in design teams impacts product development. Spoiler: Those handbag storage challenges? Fixable with diverse perspectives!
Key Insights:
- The transformative power of technology across industries
- Navigating male-dominated spaces with resilience
- Building teams that truly represent our diverse world
- Personal stories of overcoming professional challenges
Inspired by legendary scientist Dr APJ Abdul Kalam, Sirisha embodies leadership that's humble, team-focused, and relentlessly innovative. Whether you're an aspiring engineer, a tech enthusiast, or someone passionate about breaking glass ceilings, this episode is your blueprint for professional excellence.
Bonus: She's also a badminton champion! 🏸
Listeners! We await your feedback....
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