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
Mentioned books
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
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
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....
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
Oct 14, 2024 • 27min
#410 Markets Rise And Stabilise
On Episode 410 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, founder and managing director at CR Forex as well as Tarun Pathak, director of Counterpoint Research.
SHOW NOTES
(00:00) The Take
(04:31) Markets rise and stabilise
(05:34) The rupee hits a lifetime low. Why is the RBI not defending it?
(14:37) Retail inflation jumps to highest level at 5.49% in 2024, WPI follows
(15:52) What are mobile phone sales trends telling us about consumer behaviour?
(24:56) Nobel prize in economics goes to academic work on inequality between nations
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
Oct 13, 2024 • 28min
#409 Markets Search For Footing Even As Wall Street Hits Highs
On Episode 409 of The Core Report, financial journalist Govindraj Ethiraj talks to Jay Kothari, senior vice president at DSP Mutual Fund as well as Amit Prothi, director general of the Coalition for Disaster Resilient Infrastructure (CDRI).
SHOW NOTES
(00:00) The Take
(04:41) Markets search for footing even as Wall Street hits highs
(06:57) FIIs sell close to $8 billion in 9 sessions. The China fear factor
(14:14) Banks get ready for climate & disaster resilience
(24:33) Noel Tata takes over as head of Tata Trusts
(25:33) Air fares are falling in peak season
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
Oct 12, 2024 • 44min
#408 Remembering Ratan Tata
With the recent passing of legendary Industrialist Ratan Tata, financial journalist Govindraj Ethiraj takes a trip down memory lane to rediscover the entrepreneurial qualities of the man that made him so influential on Indian business. Joined by S. Ramadorai, former CEO and Managing Director of Tata Consultancy Services (TCS); Ravi Kant, former Managing Director of Tata Motors; Sudhir Sethi, Founder and Chairman of Chiratae Ventures India Advisors; and Roger Pereira, communications expert and former advertising professional who worked closely with the Tata group, this episode serves as tribute to Mr. Tata, who will remain an icon of business.
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
Oct 10, 2024 • 21min
#407 Markets Rise
On Episode 407 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhishek Gaoshinde, deputy vice president of research at Sharekhan by BNP Paribas
SHOW NOTES
(00:00) The Take
(04:12) Markets rise
(05:06) Oil prices fall as stockpiles increase
(06:04) TCS results are out, net profits down marginally QoQ
(14:17) Inflation set to rise for last month
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
Oct 9, 2024 • 23min
#406 Markets Retreat After Gaining
On Episode 406 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, economist with Quanteco Research.
SHOW NOTES
(00:00) The Take: Why Is Nestle Hiring An Ex-Amazon Person?
(05:09) Ratan Tata Passes Away at 86
(05:48) Markets retreat after gaining, as weakness persists
(08:16) Oil prices slip again on weak demand and China stimulus disappointment
(09:20) Gold buying in India slows as prices hit record highs
(10:38) Interest rates unchanged
(20:30) New formats for recognising climate risk in the financial system are coming
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
Oct 8, 2024 • 29min
#405 Markets Recover On Political And China Cues
On Episode 405 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddhartha Rastogi, managing director of Ambit Investment Advisors as well as Ajay Rotti, founder and CEO of Tax Compaas.
SHOW NOTES
(00:00) The Take
(04:41) Markets recover on political and China cues, could stabilise now
(06:58) Oil slips after demand woes weigh again
(09:50) Decoding the Nifty50 as an investment strategy for the medium to long term
(19:40) India could see a new direct tax code coming? What should it not contain?
(26:40) Touch screen era may be ending
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
Oct 7, 2024 • 25min
#404 Markets’ Longest Losing Streak In 2 Years Could Continue
On Episode 404 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, the newly elected president of the Federation of Automobile Dealers Associations (FADA) as well as Nitin Jain, chairman and managing director of the Neo Group.
SHOW NOTES
(00:00) The Take: The Fork On The Road For Ola
(05:00) Markets’ longest losing streak in 2 years could continue
(05:40) More global brokerages cut India weightage, increase China
(06:41) India gold prices hit record highs
(07:40) Oil prices rise, BP cuts back on renewable targets, shifts back to oil
(08:46) Car inventories at dealerships cross record 80 days
(15:10) How wealthy investors invest at times like this
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
Oct 6, 2024 • 20min
#403 Markets' Worst Week In Over 2 Years
On Episode 403 of The Core Report, financial journalist Govindraj Ethiraj talks to Bhushan Kedar, Director, Funds & Fixed Income Research at Crisil Market Intelligence and Analytics.
SHOW NOTES
(00:00) The Take
(04:21) Markets' worst week in over 2 years
(07:09) Oil is now inching back to $80 as middle east tensions stretch further
(08:25) Forex reserves hit record high, crossing $700 billion
(10:01) Both services and manufacturing PMIs are at lows
(10:38) How Indian banks are borrowing from institutional lenders to stay in the game
(18:47) Port strike in US ends, relief for Indian exporters
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
