The Core Report
The Core
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
Episodes
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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
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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.
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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?
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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.
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
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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
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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
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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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