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 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
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Nov 3, 2024 • 27min
#425 Markets Recover In Special Trading Session
On Episode 425 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Amir Ullah Khan, Economist and Research Director of the Centre for Development Policy and Practice.
SHOW NOTES
(00:00) The Take
(05:29) Markets recover in special trade, all eyes on US elections
(06:27) Oil prices rise on speculation that Iran might retaliate
(06:55) Nvidia to replace Intel on Dow Jones Index
(08:50) Berkshire Hathaway has moved to record cash levels at $325 billion, what could that mean
(13:33) Bibek Debroy’s unfinished agenda, through the eyes of a fellow economist and co-author of multiple books.
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Nov 2, 2024 • 43min
#424 From Beardo To Just Herbs: Marico’s Acquisition Spree with Saugata Gupta
Marico has been around for 25 years and is known for its popular brands like Parachute and Saffola. But the Indian market is changing rapidly, with new consumer trends emerging all the time. So how is Marico keeping up?
On The Core Report: Weekend Edition, Govindraj Ethiraj is joined by Saugata Gupta, MD & CEO at Marico Limited. He discusses how the company strategically expanded into new categories (shampoos, baby care and even ethnic hair care in South Africa). How they took their popular brand ‘Saffola’ known for heart-healthy cooking oil and expanded it into a whole range of “better for you” products including oats snacks, and plant-based protein options.
Twin-Engine Approach: The first engine is their traditional business focused on efficiency and mass marketing – think of it like a giant, reliable mothership. The second engine is all about rapid innovation
Acquisition: They acquired ‘digital first’ brands, like Beardo for men's grooming and Just Herbs for Ayurvedic skincare, providing logistics and tech support to emerging companies.
Marico is all about staying connected to consumer aspirations and its leaders scan market trends for the legacy brand to stay relevant.
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Oct 29, 2024 • 32min
#423 Efficiency At The Cost Of Moral Values? Power Lessons In Corporate Leadership
What if you could unlock the secrets to enduring success through the world of industrial pioneers? In this special episode of The Core Report, Govind Ethiraj discusses the legacy of the Tata group with R. Gopalakrishnan and Harish Bhat, co-authors of the transformative book Jamsetji Tata: Powerful Learnings for Corporate Success.
Their book dives deep into the life and legacy of Jamsetji Tata, the visionary founder of the Tata Group. His entrepreneurial spirit and values have shaped modern Indian industry. Discover how his groundbreaking ideas—from establishing the Indian Institute of Science to launching iconic brands like Tata Steel and Tata Motors—continue to inspire generations of leaders.
R. Gopalakrishnan, a veteran of Tata and Unilever, shares the story behind their collaboration and the motivation to create a book that transcends biography. Instead, it serves as a guide for young Indians seeking to understand the principles that have driven Tata’s success for over 150 years. Harish Bhat, an advisor and director at Tata Group, discusses the essence of value-based leadership, emphasising fairness, integrity, and a commitment to stakeholders.
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Oct 28, 2024 • 25min
#422 Markets Recover And Push Back Against The Bears
On Episode 422 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist at Emkay Global Institutional Equities.
SHOW NOTES
(00:00) Stories Of The Day
(01:19) Markets recover, push back against the bears. How long?
(04:10) Oil jumps as some calm returns to the middle east.
(05:40) Uncertainty in Japan as a snap election has mixed results
(06:56) India’s states are on an unprecedented spree of freebies even as their revenues slow down
(20:45) Tata expands aircraft manufacturing capacity to Airbus light military aircraft
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Oct 27, 2024 • 32min
#421 India Amongst Hottest Bond Markets In The World
On Episode 421 of The Core Report, financial journalist Govindraj Ethiraj talks to Pushan Sharma, Director - Research, CRISIL Market Intelligence and Analytics as well as Himanshu Parekh, Partner and Head of tax (West) at KPMG.
SHOW NOTES
(00:00) The Take
(05:00) The markets continue to sell off
(06:50) India is one of the most attractive bond markets in the world now
(10:22) Revenue growth slowest in 16 quarters says Crisil
(19:28) Can Indian tax laws have explainers alongside
(29:14) Travellers want to go to less frequented destinations now
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Oct 26, 2024 • 30min
#420 Why Indian Firms must Invest More in R&D
In this weekend edition of The Core Report, prominent Indian businessman and Co-Chairperson of Forbes Marshall Naushad Forbes and Financial journalist Govindraj Ethiraj explore the reasons why Indian companies are lagging behind global firms in R&D spending.
Forbes argues that India's investment in R&D is significantly lower than the world average, with Indian firms only investing 0.3% of their GDP in R&D compared to 1.5% globally.
This low investment stems from a combination of factors, including a lack of awareness about the benefits of R&D, a perception that Indian firms are already investing enough, and an absence of a strong internal culture that prioritizes innovation.
He emphasizes that while there is a readily available pool of R&D talent in India, it is often utilized by foreign companies, rather than Indian ones.
Mr. Forbes also highlights that a lack of aggressive competition in the domestic market due to protective tariffs, coupled with a reluctance to engage with Asian markets, is hindering the growth of R&D in India. Forbes advocates for policies that promote competitiveness, such as a reduction in tariffs and participation in free trade agreements, to incentivize Indian firms to invest more in R&D.
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Oct 24, 2024 • 30min
#419 FIIs $10 Billion Stock Sale in October: The Untold Story
On Episode 419 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinod Karki, Equity Strategist with ICICI Securities as well as Heena Vazirani, Partner at PwC india.
SHOW NOTES
(00:00) The Take
(03:53) Markets are flat, could they stay here?
(06:11) The surprising story behind the record $10 billion worth of stock sold by FIIs in October
(15:04) Manufacturing PMI picks up
(17:27) Indian companies are not doing enough on data privacy awareness
(26:23) The Government approves a Rs 1,000 crore fund for space startups
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Oct 23, 2024 • 24min
#418 Markets Struggle Once Again To Hold Gains
On Episode 418 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist at Emkay Global Institutional Equities as well as Sheetal Sapale, VP Commercial at Pharmarack.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets struggle once again to hold gains as sellers take charge
(01:50) Consumer products giant HUL says urban demand is slowing, reports lower sales
(03:40) Gold prices hit fresh highs, Goldman Sachs cuts India outlook
(06:13) IMF projects lower global growth next year, what does that mean for India?
(13:02) India’s disease profile is changing rapidly, what that means to you and the pharma industry
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Oct 22, 2024 • 18min
#417 Markets Fall 930 Points
On Episode 417 of The Core Report, financial journalist Govindraj Ethiraj talks to Divyam Mour, research analyst at Samco Securities as well as Sagar Shetty, research analyst at StoxBox.
SHOW NOTES
(00:00) The Take: That Sinking Feeling
(03:33) Markets are falling. The Mega IPO effect
(07:59) A Look at the Cement and IT
(13:49) How China Plus One has fallen short
(15:29) HSBC Restructures, Gets First Woman CFO
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