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 3, 2024 • 25min
#402 Markets Crash 1800 points
On Episode 402 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as Bjarne Schieldrop, Chief analyst commodities of Oslo-based energy research firm SEB.
SHOW NOTES
(00:00) The Take
(03:14) Markets crash 1,800 points. Could they fall further?
(05:06) Will retail investors sustain the beating?
(12:42) Oil prices are rising as traders brace for full-scale attacks
(19:39) Hyundai’s Rs 25,000 crore IPO poised for launch
(22:25) Mid and affordable segment house sales fall, expensive houses rise
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Oct 2, 2024 • 24min
#401 Markets On Hold As External Pressures Build Up
On Episode 401 of The Core Report, financial journalist Govindraj Ethiraj talks to Raghav Manohar Narsalay, partner at PwC and Lead for Research and Insights Hub, India.
SHOW NOTES
(00:00) The Take
(04:31) Markets on hold as external pressures build up
(08:11) Is $50 a barrel oil on the horizon?
(09:51) Two wheeler sales are up, will the festive season surprise?
(10:58) Why is India Inc holding back from investing in expansion?
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Sep 30, 2024 • 21min
#400 Markets Fall Sharply As Correction Sets In
On Episode 400 of The Core Report, financial journalist Govindraj Ethiraj talks to BV Krishna Rao, president of The Rice Exporters Association.
SHOW NOTES
(00:00) The Take: The China Syndrome
(05:57) Markets fall sharply as correction sets in
(08:32) Oil prices unstirred by middle east tensions so far
(10:30) Lifting of ban on India’s rice exports bring down global rice prices, cheer to NRIs
(17:26) 140 Years of Coal Power in UK To End
(18:30) Mumbai logs fastest 100,000 property registration mark
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Sep 29, 2024 • 21min
#399 The Markets Take Breather, Could Rise Again
On Episode 399 of The Core Report, financial journalist Govindraj Ethiraj talks to Aniket Dani, Director at CRISIL.
SHOW NOTES
(00:00) The Take
(05:29) The markets take breather, could rise again
(07:05) India leads global IPO mania.
(09:02) NRIs can rejoice, Indian rice is headed back to global markets.
(10:55) Why India needs more container ships
(19:04) India’s China conundrum and how import duties could affecting Government owned companies as well
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Sep 26, 2024 • 23min
#398 The Markets Are Rising And Also Diverging
On Episode 398 of The Core Report, financial journalist Govindraj Ethiraj talks to Sabina Dewan, president and executive director of the JustJobs Network.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) The markets are rising and also diverging
(04:26) Oil prices slide as contrary to expectations, Saudi Arabia and others might hike production
(05:46) Indian steel companies want import duties to be doubled
(07:13) Credit card defaults are rising and why that is worrying
(10:49) Housing sales are falling, finally, as high prices deter buyers
(12:07) Why are labour unions striking now and intensifying their demands?
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Sep 25, 2024 • 19min
#397 Markets Hit Highs For 5th Consecutive Session
On Episode 397 of The Core Report, financial journalist Govindraj Ethiraj talks to Devendra Kumar Pant, chief economist of India Ratings & Research.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets hit highs for 5th consecutive session, more mutual funds switch to cash
(03:52) Global stocks are not enthused by China’s bold stimulus moves
(04:51) India needs FDI in manufacturing, says ADB
(05:57) India is finishing up with a strong monsoon, how good was it, economically? The 100 hour concept
(13:54) Hyundai’s Rs 24,000 crore IPO is revving up. What will it do to the market?
(16:18) An Italian bank raids a German bank and hell breaks loose
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Sep 24, 2024 • 18min
#396 Major Indices Take A Pause
On Episode 396 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Jain, vice president of research at Dolat Capital Market.
SHOW NOTES
(00:00) The Take: The fear of a real stock market scam
(04:12) Major indices take a pause, metal stocks shine on China light
(05:44) JP Morgan highlights India manufacturing opportunity & SE Asia
(07:24) Will India’s IT sector have better quarters ahead?
(12:08) S&P maintains India’s growth at 6.8%
(13:29) China unveils series of monetary measures to boost economy, speaks of propping up stock markets
(15:27) How Indian banks are surviving through institutional deposits as retail fails to pick up
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Sep 23, 2024 • 22min
#395 Liquidity Surge Drives Indian Markets To Fresh Records
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
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Sep 22, 2024 • 26min
#394 The Markets Deliver A Friday Whopper
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?
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Sep 20, 2024 • 40min
#393 The Risks of Chasing IPO Gains: Ajay Bagga & Vivek Kaul
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
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