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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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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Oct 21, 2024 • 29min
#416 FPIs In Full Blown Selling Mode, Unload $10 Billion Of Stock
On Episode 416 of The Core Report, financial journalist Govindraj Ethiraj talks to entertainment industry journalist and author Vanita Kohli Khandekar as well as Dr Ajay Mathur, Director General of the International Solar Alliance.
SHOW NOTES
(00:00) The Take
(05:09) FPIs in full blown selling mode, unload $10 billion of stock
(06:46) Rupee hits record close, gold prices are up 32% this year
(07:44) Chinese steel production drops, dumping could increase
(09:15) India is revving up solar power, but is also dependent on Chinese imports
(21:18) A serum company buys a film production house, why could that be?
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Oct 20, 2024 • 31min
#415 Markets Receive Fresh Set Of Positive Cues
On Episode 415 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder of the Global Trade Research Initiative (GTRI) as well as Shankkar Aiyar, veteran economic journalist and columnist.
SHOW NOTES
(00:00) The Take
(06:07) Markets receive fresh set of positive cues, will they respond
(08:37) Oil prices soften once again
(09:25) Gold hits fresh record. Safe haven is back
(10:35) A Donald Trump presidency means tariffs could go up, as promised. What does that mean for Indian industry?
(19:31) Making sense of a slowdown
Listeners! We await your feedback....
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Oct 18, 2024 • 34min
#414 "Where Are the Jobs?” Why India’s Youth Struggle to Find Jobs in a Growing Economy
Only 1 in 2 youth in India are employable, leaving over 443 million young people lacking the skills needed for today’s workforce, according to the 2024 Economic Survey. But why is that the case of an economy that remains one of the fastest-growing at a rapid clip of 8.2%?
In this edition of The Core Report, Financial Journalist Govindraj Ethiraj gets a bird’s eye view of the many challenges of skilling India’s next generation.
Siddharth Sahani, Co-Founder & Executive President of ATLAS SkillTech University, discusses the importance of soft skills and why IIT graduates may excel in hard skills but struggle professionally.
Arindham Lahiri, CEO of the Automotive Skills Development Council (ASDC) talks about the intertwining of AI and data analytics with automotive systems and its impact in spearheading data-centric innovation in the industry.
Shantanu Rooj, Founder & CEO of TeamLease EdTech, shares his insights on the "earn while you learn" model and the growing opportunities in entrepreneurship and global freelancing that are making conventional job opportunities less attractive to the youth.
Know how industries can collaborate with academicians and universities to better equip India’s graduates for the workforce. Learn all about the most sought-after academic disciplines (AL, ML, design, and cybersecurity to name a few) in 2025 that can help you make the right career moves. Understand why corporate mentorship will be huge in the coming years.
Listeners! We await your feedback....
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Oct 17, 2024 • 21min
#413 Markets Lose Further Ground
On Episode 413 of The Core Report, financial journalist Govindraj Ethiraj talks to Vishesh Dora, Chief of Staff at Bizom.
SHOW NOTES
(00:00) The Take: The Hyundai IPO Flop
(03:53) Markets lose further ground
(06:48) Hyundai IPO scrapes through
(07:09) ECB cuts rate for third time
(08:06) RBI Cracks down on more NBFCs, including leading app-based ones
(11:26) High prices are slowing down festival sales
Nasscom Conversations Ep 3
Unlocking India’s Tech Potential with Rohit Kapoor
Spotify | Apple | Youtube
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Oct 16, 2024 • 27min
#412 Why India’s 11-Month Market Rally Is At Risk
On Episode 412 of The Core Report, financial journalist Govindraj Ethiraj talks to Andrew Holland, Mumbai-based CEO at Avendus Capital Public Markets Alternate Strategies as well as Dwarak Narasimhan, Partner at Price Waterhouse & Co LLP, India.
SHOW NOTES
(00:00) The Take: Whose Data Is It Anyway?
(05:00) Markets fall further as cues disappear
(05:53) Hyundai Motors IPO is in second gear
(07:08) Why India’s 11-month market rally is at risk
(17:54) Rewriting the Income Tax Act, 1961
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Oct 15, 2024 • 32min
#411 Markets Slip Again
On Episode 411 of The Core Report, financial journalist Govindraj Ethiraj talks to Gulam Zia, senior executive director at Knight Frank as well as Madan Sabnavis, chief economist at Bank of Baroda.
SHOW NOTES
(00:00) The Take
(04:21) Markets slip again, Hyundai IPO partly subscribed
(06:03) Oil slides again, below $74 a barrel after touching $80 a few days ago
(11:34) Is Nariman Point making a comeback?
(22:50) Why did the Nobel Prize for Economics go to its winners?
Listeners! We await your feedback....
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