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 16, 2024 • 42min
#435 Trump's Trade Policies and Impact on India-US Ties with Dr Mukesh Aghi
In this episode of The Core Report: Weekend Edition, host Govindraj Ethiraj chats with Dr Mukesh Aghi, President and CEO of the US-India Strategic Partnership Forum, to discuss the implications of President Trump's trade policies for India-US relations. Together, they explore some timely issues:
🇺🇸🇨🇳 Trump has threatened 60% tariffs on China and 20% on the rest of the world, and how that could impact companies like Tesla with major China operations.💼 Reforms to the H-1B visa program, including faster green cards for holders and easier stays for STEM graduates, to retain global talent.🇮🇳 India's skilled workforce becoming increasingly critical globally, especially in emerging tech like AI and quantum computing.🤝 The strong strategic India-US partnership, driven by the influential Indian-American community makes up 1.5% of the US population but 6% of GDP.
Can the Trump administration's protectionist policies ultimately benefit Indian professionals? Should India expect ‘special treatment’ under Trump 2.0? Explore this and much more.
Listeners! We await your feedback....
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Nov 13, 2024 • 30min
#434 The Markets Are Now Down 10% From Their Peak
On Episode 434 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautam Trivedi, Co-Founder & Managing Partner at Nepean Capital as well as Garima Kapoor, Economist And Executive Vice President at Elara Securities
SHOW NOTES
(00:00) Stories Of The Day
(01:00) The markets are now down 10% from their peak
(04:25) Oil at 45 and what that means
(06:21) Foreign institutional investors are not the only ones selling heavily. What is driving the selling and could it turn?
(16:41) Decoding India’s multiple economic headwinds; slowest Government spending in several years and potential trade shocks in a Trump presidency
Listeners! We await your feedback....
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Nov 12, 2024 • 25min
#433 Markets Flounder Again
On Episode 433 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, Economist at QuantEco Research.
SHOW NOTES
(00:00) The Take: MTNL, Time To Pull The Plug
(05:00) Markets flounder again
(06:13) Wall Street balances on record highs
(07:49) Oil prices fall on lower demand expectations
(10:04) Inflation hits 14-month high of 6.21%
(18:51) Hyundai results come a cropper
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Nov 11, 2024 • 19min
#432 Markets Are Flat Even As Mutual Funds See Record Inflows
On Episode 432 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Awtaney, Founder and Editor of Live From A Lounge.
SHOW NOTES
(00:00) The Take: Location is becoming history
(05:09) Markets are flat even as mutual funds see record inflows
(06:19) Will India Depreciate The Rupee?
(08:06) SIP’s cross Rs 25,000 crore a month as long term investors stay plugged in
(10:47) A full service monopoly takes over India’s airways. Vistara signs off and becomes Air India
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Nov 10, 2024 • 27min
#431 Why FII Selling Will Keep Indian Markets Subdued
On Episode 431 of The Core Report, financial journalist Govindraj Ethiraj talks to Surendra Mehta, National Secretary of the Indian Bullion and Jewellers Association as well as Dr Rajiv Kovil, State Secretary for the Research Society for the Study of Diabetes in India (RSSDI).
SHOW NOTES
(00:00) The Take
(06:17) FIIs have now pulled out $12.5 billion since October, why market overhang will continue
(08:11) The rupee hits a fresh low as strong dollar reigns
(09:50) Crude oil markets are trying to make sense of the Trump victory
(10:26) Gold prices are down, where could they go now?
(16:56) Diabetes is the highest cause of deaths in Mumbai now, what does that mean for you?
Listeners! We await your feedback....
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Nov 9, 2024 • 40min
#430 The Future of Mobility in India: Insights from the President of the Bosch Group in India
Ever wondered what’s inside the machines that make our lives easier? In this edition of The Core Report: Weekend Edition with Govindraj Ethiraj, Guruprasad Mudlapur, President of Bosch India, takes us behind the scenes of one of the world's leading tech companies.
You'll learn about the nuts and bolts of Bosch’s R&D process, from conceptualisation to the final product. How do they decide which projects to focus on? How do they adapt their globally renowned technology to the conditions of Indian market?
Guruprasad Mudlapur shares insights into the challenges of designing for India, like power fluctuations and "rat problems". He even spills the tea on customer feedback.
They also explore the future of mobility from a Bosch perspective. Electric vehicles, hydrogen engines, autonomous driving… Guru breaks down these new developments and how they’re affecting the automotive landscape.
Whether you’re a tech enthusiast or a car aficionado, this episode is packed with insights and behind-the-scenes stories.
Listeners! We await your feedback....
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Nov 7, 2024 • 27min
#429 Markets Fall As Trump Party Hangover Sets In
On Episode 429 of The Core Report, financial journalist Govindraj Ethiraj talks to Pushan Sharma, Director Research at CRISIL Market Intelligence and Analytics as well as Victor Vanya, Director & Co-Founder of EMA Solutions.
SHOW NOTES
(00:00) The Take: Jet Airways
(05:29) Markets fall as Trump party hangover sets in
(07:06) Gold, copper prices fall sharply as the dollar strengthens further on Trump's victory
(08:28) Why potato, onion prices will stay higher for longer and keep food bills high
(19:15) What power consumption trends tell us about economic activity
Listeners! We await your feedback....
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Nov 6, 2024 • 26min
#428 The Markets Continue Bounce Back On Trump Victory
On Episode 428 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO of Ananta Centre (and former Associate Editor with the Times of India) as well as Irfan Noorudin, the Hamad bin Khalifa Al-Thani Professor of Indian Politics at Georgetown University in Washington, D.C.
SHOW NOTES
(00:00) The Take
(05:38) The markets continue bounce back on Trump victory
(07:26) The dollar is on an unbreakable run. Will it last?
(09:11) What does a Trump administration mean for India?
(20:31) Global tariff wars could break out and European luxury car makers could be among first to be hit by America
(22:53) Is festival consumption spikes making up for the slowdown?
Listeners! We await your feedback....
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Nov 6, 2024 • 27min
#427 Markets Rise In A Relief Rally After An 8% Pounding From Peak
On Episode 427 of The Core Report, financial journalist Govindraj Ethiraj talks to Raymond Vickery, Senior Associate at Center for Strategic and International Studies and Former US Assistant Secretary of Commerce as well as Amit Parbari, Founder and Managing Director of CR Forex.
SHOW NOTES
(00:00) US Elections
(08:56) The Take
(13:44) Markets rise in a relief rally after a 8% pounding from peak.
(15:29) The rupee hovers around a record low, what could turn it around?
(24:02) America’s retailers say families could spend upto $7,600 more per year if tariffs were increased on 6 consumer product categories.
Listeners! We await your feedback....
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Nov 4, 2024 • 27min
#426 Markets Fall The Most In A Month As Investors Turn Nervous
On Episode 426 of The Core Report, financial journalist Govindraj Ethiraj talks to Peter McGuire, CEO of XM Australia as well as Dr Ajay Sahai, Director General and CEO of the Federation of Indian Export Organisations.
SHOW NOTES
(00:00) The Take
(04:50) Markets fall the most in a month as investors turn nervous
(13:33) Production cutbacks push oil prices up, America is world’s largest oil producer
(14:50) Meet the world’s largest oil producer, the United States of America
(16:24) America is heading for America First whoever comes to power and what that means for India’s exporters
(25:03) Thailand extends visa free travel for Indians
Listeners! We await your feedback....
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