The Core Report

The Core
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Jul 10, 2024 • 24min

#336 India’s Auto Industry Is Set For Volatile Times

On Episode 336 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashanth Agarwal, Partner, Indirect Tax at PwC India.SHOW NOTES(00:00) The Take(03:11) Stories Of The Day(03:53) Markets take a breather and brace for the budget(05:37) India’s Auto industry is set for volatile times(09:48) Why Maruti Chairman RC Bhargava is going after Tata Motors(14:04) Why businesses want simpler Goods & Service Tax rulesListeners! 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
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Jul 8, 2024 • 30min

#335 Citigroup Says India Will Struggle To Create Enough Jobs

On Episode 335 of The Core Report, financial journalist Govindraj Ethiraj talks to Nicole Schwab, the Co-Head of the Nature Positive Pillar at the World Economic Forum, and member of the Executive Committee.SHOW NOTES(00:00) The Take(03:50) Stories Of The Day(04:31) Markets are flat again(05:55) The Chinese Central Bank has stopped buying gold, could that slow prices?(07:42) Citigroup says India will struggle to create enough jobs (12:07) Goldman Sachs says all is well and will be better with the Budget(14:01) Why companies must step up their investments in and contribution to nature based climate solutionsRESOURCES- Unlocking Private Sector Investment into Natural Climate Solutions in India (WHITE PAPER)Listeners! 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
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Jul 7, 2024 • 31min

#334 Markets Take A Well Deserved Breather

On Episode 334 of The Core Report, financial journalist Govindraj Ethiraj talks to Girish Vanvari, founder of Transaction Square as well as Manish Raj Singhania, president of the Federation of Automobile Dealers Association (FADA).SHOW NOTES(00:00) The Take(04:49) Stories Of The Day(05:29) Markets take a well deserved breather, Sensex dips.(06:14) The not so angelic angel tax(17:00) The importance of walk-in customers in auto dealerships(27:01) Real estate surges 50% in 5 years in Delhi and Mumbai, can it sustain?(28:42) Why Air France is projecting a revenue fall despite the Paris OlympicsListeners! 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
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Jul 5, 2024 • 39min

#333 DHL Express CEO John Pearson on Overcoming Global Trade Challenges

In this episode of The Core Report: Weekend Edition, financial journalist Govind Ethiraj interviews John Pearson, Global CEO of DHL Express. Pearson, a leader in the logistics industry, discusses how DHL is navigating frequent interruptions in global trade and the increasing demand for deliveries.Key takeaways:Disruptions in global trade: Pearson sheds light on how the logistics industry is handling the challenges of a disrupted global trade landscape.Rise of automation: Pearson anticipates that robotics and automation will play a bigger role, but emphasizes that human expertise will remain crucial in higher-value roles.India's logistics future: Pearson expresses optimism about India's potential to become a major player in the logistics space.About John Pearson John Pearson is currently the Global CEO for DHL Express. He was appointed to the Board of Management of Deutsche Post AG on January 1, 2019.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
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Jul 4, 2024 • 25min

#332 Sensex Stays Above 80000 As Large Caps Calibrate

On Episode 332 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, founder of Equinomics Research.SHOW NOTES(00:00) The Take(05:03) Stories Of The Day(05:38) Sensex stays above 80000 as large caps calibrate(07:11) SEBI and exchanges scramble to cool the markets(11:00) Two wheeler CNG bike is a good experiment even if it does not succeed(13:13) The Sensex lines up for 90,000; the red lights and green lightsListeners! 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
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Jul 3, 2024 • 27min

#331 The Rapid Rise Of The Sensex Is A Worry

On Episode 331 of The Core Report, financial journalist Govindraj Ethiraj talks to Pratik Jain, Partner at PwC India.SHOW NOTES(00:00) The Take(05:02) Stories Of The Day(05:38) The Rapid Rise Of The Sensex Is A Worry(08:46) How much rainfall do we really need?(10:36) GST, lower numbers and seven years on(24:19) How much screen time do Valley Tech CEO kids get?Listeners! 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
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Jul 2, 2024 • 20min

#330 Stock Markets Hit Fresh Highs But Financials Drag

On Episode 330 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, founder and CEO of Vanda Insights.SHOW NOTES(00:00) The Take(02:46) Stories Of The Day(03:24) Stock Markets hit fresh highs but financials drag(07:36) Monsoon now covers all of India ahead of time(08:51) Oil prices are at a two month high, understanding the American factor(16:01) How Tesla’s car sales are continuing to fallListeners! 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
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Jul 1, 2024 • 23min

#329 Stock Markets Hit Fresh Highs

On Episode 329 of The Core Report, financial journalist Govindraj Ethiraj talks to Mithileshwar Thakur, Secretary General of the Apparel Export Promotion Council (AEPC).SHOW NOTES(00:00) The Take: Indians are spending more money overseas than ever(04:54) Stories Of The Day(05:38) Stock Markets hit fresh highs, almost forgotten IT stocks like Wipro are moving now(08:46) Monsoons set to revive in July after a bad June showing(11:03) Indian electric 2 wheelers sales stagnate even as world sees excess lithium supply(13:03) Garment exports could benefit from PLIs, can the industry take advantage?Listeners! We await your feedback....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
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Jun 30, 2024 • 28min

#328 Best Half Yearly Performance In Stock Markets In 3 Years

On Episode 328 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, a veteran market expert.SHOW NOTES(00:00) The Take(05:02) Stories Of The Day(05:38) Best half yearly performance in stock markets in 3 years, midcaps and small caps beat benchmark indices.Wall Street is gearing for a return of Trump(09:28) Nightmarish Covid 19 era logjams are back for the shipping and logistics industry(12:23) Entry strategies for the stock markets, making sense of valuations and valueListeners! We await your feedback....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
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Jun 27, 2024 • 27min

#327 Markets Cross 79,000

On Episode 327 of The Core Report, financial journalist Govindraj Ethiraj talks to Krishan Mishra, CEO of the Financial Planning Standards Board.SHOW NOTES(00:00) The Take(02:12) Stories Of The Day(05:00) Markets cross 79,000, hold at higher levels(07:07) India’s savings levels are falling(09:13) Water shortages could hit India’s sovereign ratings, says Moodys. And heatwave impact analysis.(12:12) Investors are questioning the transparency of fintech broking intermediariesListeners! We await your feedback....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

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