The Core Report

On Episode 355 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinod Karki, equity strategist at ICICI Securities as well as Manisha Kapoor, CEO of the Advertising Standards Council of India (ASCI).SHOW NOTES(00:00) The Take: Investors Concerned About Market Valuations(06:36) Friday markets track global cues, and could stay subdued on Monday(08:35) Oil prices fall to around $77 despite increased geopolitical risk as demand woes take over(10:17) India Inc’s Q1 results analysed, what is looking strong and what is not?(20:37) How India’s best known apps in health, travel and ecommerce are fooling youListeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor 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

This week on The Core Report: Weekend Edition, Govindraj Ethiraj talks to Dr. Ajay Kumar, former Defence Secretary of India and a seasoned expert in the defence industry. They discuss the landscape of defence technology in India. Dr. Ajay Kumar, the driving force behind the MTEC Growth Fund, shares insights on the transformative role of technology in modern warfare. From the increasing reliance on unmanned aerial vehicles and space-based systems to the potential of directed energy weapons, Kumar paints a vivid picture of the evolving battlefield. He also discusses the important role of venture capital in innovation and the opportunities for Indian startups to become global leaders in defence technology.For more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 353 of The Core Report, financial journalist Govindraj Ethiraj talks to Sachin Menon, senior tax consultant and former partner at KPMG as well as Rajesh Baheti, managing director at Crosseas Capital Services.SHOW NOTES(00:00) The Take: Trigger Happy Tax Officials(04:41) Global cues push Indian markets to record closing highs(07:11) GST data is better for July and the numbers are being announced once more(08:38) Maruti’s record growth is fuelled by customers buying CNG cars, with 1/3rd of cars running on them(10:39) High pitched tax assessments like Infosys, the case and impact(20:18) Did online discount brokerages trigger the explosion and thus scrutiny of India’s derivatives trade?Listeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor 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 352 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, veteran investor and market expert as well as Ajay Srivastava, founder of the Global Trade Research Initiative and former DGFT official.SHOW NOTES(00:00) The Take(04:21) Markets rise, so does oil(05:59) India receives 9% more rainfall in July(07:42) Toyota’s ₹20,000 crore manufacturing investment in Maharashtra(08:38) Check out our new series Nasscom Conversations - Spotify | Apple Podcasts | Youtube | Website(10:01) Sebi’s move to cool down a heated derivatives market. How and why(21:44) In 3 years, Chinese exports to India jumped 56% from $65 billion to $102 billion. How did that happen?Listeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor 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 351 of The Core Report, financial journalist Govindraj Ethiraj takes you through the top business news for today. We also feature an excerpt from The Core Report: Weekend Edition from July 27 featuring Siddharth Pai, founder of Siana Capital and a leading tech strategist.SHOW NOTES(00:00) The Take: Why We Have To Bring Back Friction In Financial Transactions(07:53) Markets close at record highs, stay flat(08:43) Oil drops below $80 a barrel(09:38) Regulator lines up measures to curb derivatives trading(11:18) Betting on Trump becoming President, why you should buy gold thenListeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 350 of The Core Report, financial journalist Govindraj Ethiraj talks to Chandrajit Banerjee, director general of the CII (Confederation of Indian Industry) as well as Ronald Siyoni, Associate Vice President at Sharekhan by BNP Paribas.SHOW NOTES(00:00) The Take: A Nation of Young Gamblers(05:48) Markets hit highs, turning jittery(07:20) Oil prices are down, now around $80 a barrel(07:56) How is industry viewing the Government’s moves to boost jobs and create internships(18:15) Why it's not all rosy in India’s cement industry(28:00) Spotify stocks surge after record net profits and strong growth in paying subscribersListeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 349 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Shubadha Rao, founder of QuantEco Research as well as Himanshu Parekh, partner at KPMG in India.SHOW NOTES(00:00) The Take: The Gold Mirage(04:21) Can stock markets hold the bounce back?(06:01) The AI Euphoria, how long will it last?(07:44) Cement industry sees more consolidation as capacity stays far ahead of production(10:20) An economy plus tax forward overview from the Union Budget’s proposalsListeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Nitin Seth and Siddharth Pai. They tackle some important questions: How can India harness AI's power? Are we using it to solve real-world problems? And can we measure its true value? Nitin Seth, CEO of Incedo Inc, shares insights on AI's potential in business, from risk management to customer experience. Siddharth Pai, a leading tech strategist, discusses the critical role of data policy in shaping AI's future. From the explosive growth of generative AI to the challenges of data quality, this episode offers a comprehensive look at India's AI journey. Tune in. About Siddharth PaiAt the helm of Siana Capital, a venture fund specializing in deep science and technology, Pai’s leadership reflects a commitment to nurturing groundbreaking innovations. Siana Capital’s focus is on supporting start-ups that promise to redefine the tech and science landscapes. About Nitin SethWith over 25 years of experience in the consulting, analytics, and technology services industry, Nitin Seth is the Co-Founder and CEO of Incedo Inc., a US-based firm that helps clients achieve competitive advantage through end-to-end digital transformation. He’s also a best-selling author and speaker on topics such as digital, data and AI, innovation, leadership, and building high-performing teams.For more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 347 of The Core Report, financial journalist Govindraj Ethiraj talks to Captain G R Gopinath, founder and CEO of Deccan Aviation and now Deccan Charters.SHOW NOTES(00:31) The Take(03:43) Markets Look For Fresh Direction(04:20) Jobs, the bottom-up questionListeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 346 of The Core Report, financial journalist Govindraj Ethiraj talks to Uday Ved, partner at KNAV & Co.SHOW NOTES(00:31) The Take(07:47) The Stock Markets Seesaw And Settle Down(08:59) Rupee Hits Fresh Record Low(09:43) Takeaways From the Union Budget 2024 with Tax Expert Uday VedListeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube