The Core Report

On Episode 375 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, veteran market and Reliance watcher and founder of DRChoksey Finserv.SHOW NOTES(00:00) The Take: The Importance of Friction in Payments(05:38) Markets On Longest Winning Streak in 17 years(06:36) Defence stocks, once a darling, are still falling(09:12) Reliance says it will double earnings in retail and telecom business in 3 years and considers bonus issue(19:02) Corporate growth is moderating, says Crisil ratings, slowest in 15 quartersListeners! 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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 374 of The Core Report, financial journalist Govindraj Ethiraj talks to Neeti Sharma, CEO of Teamlease Digital.SHOW NOTES(00:00) The Take: Why a primary market problem is also a market problem(05:09) Markets see the longest winning run in 4 years.(06:09) Caution on Wall Street even as it waits on Nvidia result(08:14) Will captives of multinationals absorb excess manpower flows into IT services(19:47) Air Cargo Numbers Rise In Double Digits For 8th Month(21:15) Lego sales jump 13% in the first half, you may have contributed to itListeners! 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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 373 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, senior vice president of Elara Capital as well as Pranav Haldea, managing director of PRIME Database Group.SHOW NOTES(00:00) The Take: Why Indian investors need to be reined in(05:09) Markets on steady upward trot for 9 straight sessions(06:21) Maruti says no inventory problem but the problem is larger(08:45) Zee and Sony say all claims on each other are off following a failed merger, what this means for industry(16:12) Primary markets are overheated, what can be done?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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 372 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist at ICRA as well as Jawahar Bekay, managing partner at CaptiveAide Advisory.SHOW NOTES(00:00) The Take: Why India should now think China plus 2(03:33) Markets catch Fed fever, ride on interest rate cut hopes(04:58) Oil prices rise once again on war tensions(06:00) Economists are polling lower GDP numbers for the first quarter, why there is uncertainty here on(14:33) WIll GCCs eat Indian IT Services companies’ lunch?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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 371 of The Core Report, financial journalist Govindraj Ethiraj talks to Dhairyashil Patil, president of the All India Consumer Products Distributors Federation as well as Shankkar Aiyar, economic journalist and author.SHOW NOTES(00:00) The Take: How the gap between private and government jobs is increasing(05:38) The stock markets see longest rally of 2024 and now braced for opening of the sluice gates(07:18) Silver imports are set to zoom as industrial and personal application demand increases(08:30) Sebi cracks down on Anil Ambani but not other agencies(10:29) Why is the Government not being as strident about quick commerce while attacking the Amazons of the world?(20:03) The Government’s job’s conundrum, the way forwardListeners! 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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 370 of The Core Report, financial journalist Govindraj Ethiraj talks to Sugandha Sachdeva, commodity and currency analyst and founder of Delhi-based SS WealthStreet as well as economist Dr Brinda Jagirdar.SHOW NOTES(00:00) The Take: Will The Adani’s Do What The Regulators Failed To(05:57) Stock Markets rise for 6th session, albeit slowly(07:18) How an Indian auto maker’s multi-fuel approach for the same car model is paying off.(08:59) A much delayed Census might finally come even as the clamour for good economic and social data increases(10:07) Gold is holding near record highs globally, decoding the India outlook(16:40) Deposits in banks are not growing as fast as lending is, a recap of why this is importantListeners! 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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 369 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as tax expert Dinesh Kanabar, founder and CEO of Dhruva Advisors.SHOW NOTES(00:00) The Take: The Price Of Reducing Friction(06:17) Markets Seek Direction Once Again(07:53) Gold Prices Edge Back But Stay In Record Territory(08:36) Is The PSU Stock Bull Run Over For Now?(18:33) Do You Have To Get An Income Tax Clearance Certificate Before Catching An International Flight?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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 368 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Velonie, senior director at CRISIL Ratings.SHOW NOTES(00:00) The Take(05:00) Markets piggyback on Wall Street rise. IT stocks could keep momentum high(06:33) Oil prices slide on reports of peace talks in the middle east(08:07) Are more Indians switching to loans against gold because regular loans are becoming tougher to get(17:50) The Chip War ContinuesListeners! 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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 367 of The Core Report, financial journalist Govindraj Ethiraj talks to Mukesh Butani, well known tax lawyer and founder of BMR Legal.SHOW NOTES(00:00) The Take: How Safe is My Money?(05:00) Markets are listless and standing by(07:41) India’s usually strong rupee has weakened when most other currencies have risen(08:49) How iron ore went from being the hottest commodity to almost nothing and the India angle(11:05) Why a minimum tax rate for global digital multinationals like Netflix and Amazon might take a little longer(19:43) India’s domestic aviation sector continues to grow(20:36) Candy giant Mars is buying parent of chips brand Pringles in mega $36 billion dealListeners! 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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 366 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of the Federation Automobile Dealers Association (FADA).SHOW NOTES(00:00) The Take(06:43) Markets rock to Wall Street beat(07:54) Oil prices ease off on demand worries and reduced war tensions(08:50) Indian steel companies file anti dumping cases on Vietnam, even as Chinese steel giant announces harsh winter(09:49) Are Indian IT companies poised for a turnaround?(14:05) Why India’s auto dealers federation is asking banks to tighten scrutiny on their own membersListeners! 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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube