The Core Report

On Episode 395 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, founder of Equinomics Research as well as Bjarne Schieldrop, chief analyst commodities at Oslo-based SEB Research. SHOW NOTES (00:00) The Take: Speculation Sahi Nahi Hai (04:41) Liquidity surge drives Indian markets to fresh records (05:54) Mutual fund investors set to cross 50 million (06:46) Foreigners own $116 billion of futures and options (13:36) Oil prices enter $75 a barrel range as war kicks off between OPEC and non OPEC countries (20:54) The rains are going, finally ⁠⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Join and Interact anonymously on our whatsapp channel⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Youtube⁠

On Episode 394 of The Core Report, financial journalist Govindraj Ethiraj talks to Harish Bijoor, Brand & Business strategy specialist and founder of Harish Bijoor Consults Inc. SHOW NOTES (00:00) The Take: India’s Whiskey Trail Is A R&D Success (05:38) The markets deliver a Friday whopper, could resume steady climb on Monday (06:58) India is second best stock market in the world (09:45) The rupee is strong, hits two month high (10:43) What do India’s youngsters want? ⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out ⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Join and Interact anonymously on our whatsapp channel⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Youtube⁠

𝗕𝗮𝗷𝗮𝗷 𝗛𝗼𝘂𝘀𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝘀𝗮𝘄 𝗶𝘁𝘀 𝘀𝗵𝗮𝗿𝗲𝘀 𝘀𝘂𝗿𝗴𝗲 𝗯𝘆 𝟭𝟯𝟲% 𝗼𝗻 𝗶𝘁𝘀 𝗱𝗲𝗯𝘂𝘁, 𝗰𝗹𝗼𝘀𝗶𝗻𝗴 𝗮𝘁 ₹𝟭𝟲𝟱 𝗰𝗼𝗺𝗽𝗮𝗿𝗲𝗱 𝘁𝗼 𝗶𝘁𝘀 𝗶𝘀𝘀𝘂𝗲 𝗽𝗿𝗶𝗰𝗲 𝗼𝗳 ₹𝟳𝟬. 𝗦𝗶𝗺𝗶𝗹𝗮𝗿𝗹𝘆, 𝗣𝗡 𝗚𝗮𝗱𝗴𝗶𝗹 𝗝𝗲𝘄𝗲𝗹𝗹𝗲𝗿𝘀' 𝘀𝘁𝗼𝗰𝗸 𝗰𝗹𝗶𝗺𝗯𝗲𝗱 𝗯𝘆 𝟲𝟱%, 𝗲𝗻𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗱𝗮𝘆 𝗮𝘁 ₹𝟳𝟵𝟯 𝗳𝗿𝗼𝗺 𝗮𝗻 𝗶𝘀𝘀𝘂𝗲 𝗽𝗿𝗶𝗰𝗲 𝗼𝗳 ₹𝟰𝟴𝟬. 𝐁𝐮𝐭 𝐢𝐬 𝐭𝐡𝐢𝐬 𝐡𝐲𝐩𝐞 𝐣𝐮𝐬𝐭𝐢𝐟𝐢𝐞𝐝? Investor FOMO (Fear of missing out) is driving demand for IPOs. As more flock to buy shares before the listing, the price tends to soar. This, in turn, can create a self-fulfilling prophecy, as investors fear losing out on potential gains and bid up the prices even further. For retail investors punting onto equity, columnist Vivek Kaul has one piece of advice: 𝐝𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐞 𝐲𝐨𝐮𝐫 𝐦𝐨𝐧𝐞𝐲 𝐚𝐜𝐫𝐨𝐬𝐬 𝐚𝐬𝐬𝐞𝐭 𝐜𝐥𝐚𝐬𝐬𝐞𝐬 Market veteran Ajay Bagga says the market itself is not at fault, but rather the pricing of IPOs. 🔴𝑶𝒗𝒆𝒓𝒔𝒖𝒃𝒔𝒄𝒓𝒊𝒃𝒆𝒅 𝑰𝑷𝑶𝒔 𝒂𝒓𝒆 𝒎𝒐𝒓𝒆 𝒍𝒊𝒌𝒆𝒍𝒚 𝒕𝒐 𝒍𝒆𝒂𝒅 𝒕𝒐 𝒑𝒓𝒊𝒄𝒆 𝒗𝒐𝒍𝒂𝒕𝒊𝒍𝒊𝒕𝒚 𝒂𝒏𝒅 𝒑𝒐𝒕𝒆𝒏𝒕𝒊𝒂𝒍 𝒂𝒄𝒄𝒊𝒅𝒆𝒏𝒕𝒔. He suggests regulators should consider making it illegal to quote grey market premiums (GMPs) for IPOs. SEBI could play a role in educating investors about the risks and rewards of IPO investing ⁠⁠Listeners! We await your feedback....⁠⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out ⁠⁠thecore.in⁠⁠ ⁠⁠Join and Interact anonymously on our whatsapp channel⁠⁠ ⁠⁠Subscribe to our Newsletter⁠⁠ Follow us on:⁠⁠⁠ ⁠Twitter⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Facebook⁠⁠ | ⁠⁠Linkedin⁠⁠ | ⁠⁠Youtube

On Episode 392 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Founder and Director of Kedia Advisory as well as Rohini Pande the Henry J. Heinz II Professor of Economics and Director of the Economic Growth Center at Yale University. SHOW NOTES (00:00) The Take (04:02) Wall Street jumps and could drive up Indian stocks further on Friday. (06:06) Rupee recovers to a 2-month high. (07:19) Gold prices hit all time highs, where could they go next? (13:10) Can a grace period for microfinance loans improve the chance of repayments? ⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out ⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Join and Interact anonymously on our whatsapp channel⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Youtube⁠

On Episode 391 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, founder of the Global Trade Research Initiative. SHOW NOTES (00:00) The Take (04:12) Markets slip down in anticipation of Fed moves (05:10) India overtakes China on key MSCI Index (08:20) Why are India’s exports slipping? (17:49) Should you rent or buy? ⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out ⁠⁠⁠⁠thecore.in⁠⁠⁠⁠ ⁠⁠⁠⁠Join and Interact anonymously on our whatsapp channel⁠⁠⁠⁠ ⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠Twitter⁠⁠⁠⁠ | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠ | ⁠⁠⁠⁠Linkedin⁠⁠⁠⁠ | ⁠⁠⁠⁠Youtube⁠

On Episode 390 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, executive chairman of Shree Renuka Sugars and also chairman of the Asian Palm Oil Alliance. SHOW NOTES (00:00) The Take (04:21) Markets on standby for US Fed Rate Cut Today (05:23) Oil prices fall, as does wholesale price inflation (06:21) Gold imports jumped 3 times in August thanks to lower duties, taking the trade deficit to a 10-month high. (07:49) Steep import duties on edible oils will increase inflation, why did the Government do it now? (16:28) Bank credit falls following slowdown in personal, small business and agriculture segments. ⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out ⁠⁠⁠thecore.in⁠⁠⁠ ⁠⁠⁠Join and Interact anonymously on our whatsapp channel⁠⁠⁠ ⁠⁠⁠Subscribe to our Newsletter⁠⁠ ⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠ ⁠⁠Twitter⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠ | ⁠⁠⁠Linkedin⁠⁠⁠ | ⁠⁠⁠Youtube⁠

On Episode 389 of The Core Report, financial journalist Govindraj Ethiraj talks to Narendra Solanki, head of fundamental research at Anand Rathi Investment Services as well as Dr Arunabha Ghosh, founder-CEO of the Council on Energy, Environment and Water (CEEW). SHOW NOTES (00:00) The Take (05:09) The markets hit fresh highs (07:13) Is the Bajaj Housing IPO the last best opportunity there ever was to make money? (13:34) The Government sharply hikes import duties on imported palm oil, a move bound to hit consumers (14:55) Why opportunities for generating renewable energy in India are lesser than you might think ⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out ⁠⁠⁠thecore.in⁠⁠⁠ ⁠⁠⁠Join and Interact anonymously on our whatsapp channel⁠⁠⁠ ⁠⁠⁠Subscribe to our Newsletter⁠⁠ ⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠ ⁠⁠Twitter⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠ | ⁠⁠⁠Linkedin⁠⁠⁠ | ⁠⁠⁠Youtube⁠

On Episode 388 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Phatak, research director of Counterpoint Research. SHOW NOTES (00:00) The Take: What was the Mahindra Group Thinking? (05:38) Markets slow down (07:22) After Hyundai, another Korean giant LG considers India IPO (08:44) Apple gains market share but the mobile phone market is a Chinese monopoly (17:21) Government hears basmati rice exporters, scraps floor price ahead of bumper crop (18:21) The new Oracle is Oracle (19:56) IT unemployment in the US rises ⁠⁠Listeners! We await your feedback....⁠⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out ⁠⁠thecore.in⁠⁠ ⁠⁠Join and Interact anonymously on our whatsapp channel⁠⁠ ⁠⁠Subscribe to our Newsletter⁠ ⁠⁠⁠Follow us on:⁠⁠⁠ ⁠Twitter⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Facebook⁠⁠ | ⁠⁠Linkedin⁠⁠ | ⁠⁠Youtube⁠

In this episode of The Core Report: Weekend Edition, host Govindraj Ethiraj caught up with legendary investor Mark Mobius, Chairman of the Mobius Emerging Opportunities Fund. Mobius observes the significant growth in market capitalisation and the dramatic rise in the number and size of stocks in India, emphasising why India is a prime investment destination. He explores how India's robust GDP growth and a young, increasingly affluent population are fuelling economic expansion, making the country a beacon of opportunity, especially in the wake of China’s economic challenges. Mobius also offers his views on India's potential to become a global leader in chip manufacturing, highlighting the importance of focusing on individual companies rather than being swayed by market sentiment. Additionally, he provides a critical analysis of China's $6.5 trillion stock market rout and its economic implications. Throughout the conversation, Mobius shares why he avoids commodity companies and sees the future in India's service and tourism industries. Don’t miss this deep dive into emerging markets and strategic investment opportunities with one of the world’s most respected investors. ⁠Listeners! We await your feedback....⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out ⁠thecore.in⁠ ⁠Join and Interact anonymously on our whatsapp channel⁠ ⁠Subscribe to our Newsletter⁠ Follow us on:⁠ Twitter⁠ | ⁠Instagram⁠ | ⁠Facebook⁠ | ⁠Linkedin⁠ | ⁠Youtube

On Episode 386 of The Core Report, financial journalist Govindraj Ethiraj talks to Harish Bhat, Advisor and Director at the Tata Group and co-author of the book ‘Jamsetji Tata: Powerful Learnings for Corporate Success’. SHOW NOTES (00:00) Stories Of The day (01:09) Bulls tire of pause, hit play again, markets zoom 1,439 points (02:56) ECB Cuts Rates Again, All Eyes On Federal Reserve Now (04:09) Inflation comes in at 3.65%, higher than projections (05:29) Will India cut fuel prices? (08:20) Major European carrier says air fares will fall (09:19) Jamsetji Tata, how he attacked economic problems and social gaps ⁠Listeners! We await your feedback....⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out ⁠thecore.in⁠ ⁠Join and Interact anonymously on our whatsapp channel⁠ ⁠Subscribe to our Newsletter ⁠Follow us on:⁠ Twitter⁠ | ⁠Instagram⁠ | ⁠Facebook⁠ | ⁠Linkedin⁠ | ⁠Youtube⁠