The Core Report
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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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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
Spotify | Apple | Youtube
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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.
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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
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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?
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