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
Nov 28, 2024 • 27min
#445 The Markets Demonstrate Their Weakness
Tamal Bandyopadhyay, Consulting Editor at Business Standard, shares his expertise on the Indian economy and financial markets. He discusses the recent stock market downturn and its ties to U.S. inflation data and geopolitical tensions. Insights on oil prices amidst rising conflict reveal potential future trends. As central banks initiate another gold rush, Bandyopadhyay explores the influx of unsecured loans into the stock market and their implications for investor confidence and economic growth in India.
Nov 27, 2024 • 18min
#444 Markets Steady Again
On Episode 444 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Head Investment Strategist at Geojit Financial Services.
SHOW NOTES
(00:00) The Take: The Rich Getting Richer Is Not Helping
(05:38) Markets steady again
(06:31) Where are markets headed as the year ends?
(12:05) Cyber Scams cross Rs 11,000 crore this year
(13:29) Honda to launch electric two wheelers and the emergence of a multi fuel market
How India's Economy Works with Puja Mehra
Rhetoric vs Reality: Trump’s Disruptive Agenda with Neelkanth Mishra
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Nov 26, 2024 • 26min
#443 The Markets Lose Steam And Wait For Fresh Cues
On Episode 443 of The Core Report, financial journalist Govindraj Ethiraj talks to chartered accountant Anand Bathiya, President of the Bombay Chartered Accountants' Society (BCAS). We also feature an excerpt from an interview with Axis Bank Chief Economist Neelkanth Mishra from the recent episode of our show “How India’s Economy Works” hosted by Puja Mehra.
SHOW NOTES
(00:00) The Take
(06:07) The markets lose steam and wait for fresh cues
(08:01) Wall Street hits fresh high on Monday
(08:38) Oil prices cool off on reports of potential Israel-Hezbollah ceasefire
(11:50) What does India’s new PAN card promise?
(18:57) Is China geared internally for its upcoming tariff wars with the United States?
How India's Economy Works with Puja Mehra
Rhetoric vs Reality: Trump’s Disruptive Agenda with Neelkanth Mishra
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Nov 25, 2024 • 28min
#442 The Markets Coast On Election Results
On Episode 442 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, Senior Vice President at Elara Securities as well as Ayaz Memon, veteran sports writer and commentator.
SHOW NOTES
(00:00) The Take: Where Is Consumption Going?
(04:21) The markets coast on election results, it could be tougher here on.
(07:20) The rupee’s best one day gain since June
(09:34) Fast fashion is doing well as groceries pull back from malls. Takeaways from how Indian consumers are consuming, including in the recent festival season.
(19:06) IPL 2025 auctions have kicked off with fresh records. What does this mean for the season?
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Nov 24, 2024 • 25min
#441 Indian Markets Rise Away On Political And Global Cues
On Episode 441 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic writer and author Shankkar Aiyar as well as Sugandha Sachdeva, Founder of SS Wealthstreet.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Indian markets rise away on political and global cues
(03:43) Oil prices are inching up once again?
(04:45) What does the Maharashtra victory for BJP mean for the state’s economy?
(13:15) Which way could gold prices go?
(21:46) What's at stake for Tesla in China?
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Nov 23, 2024 • 32min
#440 Democratising Finance: Talking AI & ‘Finternet’ with Nandan Nilekani
Video footage courtesy of https://sahamati.org.in/
In this episode of The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj engages with Nandan Nilekani, the former CEO of Infosys and a pivotal figure in shaping India's digital identity and financial inclusion landscape.
The discussion touches upon the evolution of digital public infrastructure (DPI) in India, starting from the launch of Aadhaar in 2009 and progressing to the transformative Unified Payments Interface (UPI) and account aggregators. Nilekani highlights the critical role of population scale, frugal engineering, and public-private partnerships in fostering financial inclusion across the nation.
Nilekani candidly addresses the challenges faced in this journey, including issues of fraud and the need for improved financial literacy among citizens.
He also explores the promising potential of emerging technologies like ‘Finternet‘ and AI to further democratize access to financial services, making them more accessible to all. This dialogue not only sheds light on India's digital advancements but also offers valuable insights into the future of financial inclusion and technology's role in shaping it. Don't miss this opportunity to hear from one of the leading minds behind India's digital revolution!
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Nov 21, 2024 • 20min
#439 Markets Fall On Adani Blues
On Episode 439 of The Core Report, financial journalist Govindraj Ethiraj talks to Shriram Subramanian, Founder and Managing Director at InGovern Research Services.
SHOW NOTES
(00:00) The Take: The Adani Group Can't Outrun Its Shadow
(05:48) Markets fall on Adani Blues
(06:38) Goldman says markets Range Bound
(09:06) Will Indian markets take a credibility hit?
(14:57) The fight over a 90 year old British Airways route to India
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Nov 20, 2024 • 30min
#438 Markets Wait For Election Cues In The Absence Of Others
On Episode 438 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist at ICRA as well as Peeyush Dalmia, Senior Partner at McKinsey & Company
SHOW NOTES
(00:00) The Take
(04:21) Markets wait for election cues in the absence of others
(07:55) Rating agency ICRA projects lower growth for 2024-25
(16:52) Is a global crude oil glut coming?
(19:54) India needs insurance but Indians are not buying as much
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Nov 18, 2024 • 29min
#437 Markets On Longest Losing Streak Since February 2023
On Episode 437 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, Managing Partner of Ralas Motors and Chairman of FADA Academy and Research as well as Dhaval Ajmera, Director at Ajmera Realty & Infra.
SHOW NOTES
(00:00) The Take
(04:41) Markets on longest losing streak since February 2023
(06:17) Can an escalation in trade tensions drive up gold prices?
(08:02) Auto sales pick up in the festive period, what is the final analysis?
(15:49) Real estate trends are steady
(27:43) Indians migrating to OECD countries like US and UK up 30%
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Nov 17, 2024 • 22min
#436 Markets Are Weak, Trump Rally On Wall Street Pauses
On Episode 436 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Founder and Principal Economist of Asia Decoded.
SHOW NOTES
(00:00) The Take
(04:41) Markets are weak, Trump rally on Wall Street pauses
(08:23) Gold prices down almost Rs 6,000 from peak.
(10:39) Forex reserves down $29 billion from September high of $704 billion
(12:27) What does China + 1 mean for India in the new Trump regime?
Nasscom Conversations Ep 4
Harnessing AI’s Potential in India with Srikanth Velamakanni
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