The Core Report

On Episode 392 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Founder and Director of Kedia Advisory as well as Rohini Pande the Henry J. Heinz II Professor of Economics and Director of the Economic Growth Center at Yale University. SHOW NOTES (00:00) The Take (04:02) Wall Street jumps and could drive up Indian stocks further on Friday. (06:06) Rupee recovers to a 2-month high. (07:19) Gold prices hit all time highs, where could they go next? (13:10) Can a grace period for microfinance loans improve the chance of repayments? ⁠⁠⁠⁠⁠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

On Episode 391 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, founder of the Global Trade Research Initiative. SHOW NOTES (00:00) The Take (04:12) Markets slip down in anticipation of Fed moves (05:10) India overtakes China on key MSCI Index (08:20) Why are India’s exports slipping? (17:49) Should you rent or buy? ⁠⁠⁠⁠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

On Episode 390 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, executive chairman of Shree Renuka Sugars and also chairman of the Asian Palm Oil Alliance. SHOW NOTES (00:00) The Take (04:21) Markets on standby for US Fed Rate Cut Today (05:23) Oil prices fall, as does wholesale price inflation (06:21) Gold imports jumped 3 times in August thanks to lower duties, taking the trade deficit to a 10-month high. (07:49) Steep import duties on edible oils will increase inflation, why did the Government do it now? (16:28) Bank credit falls following slowdown in personal, small business and agriculture segments. ⁠⁠⁠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

On Episode 389 of The Core Report, financial journalist Govindraj Ethiraj talks to Narendra Solanki, head of fundamental research at Anand Rathi Investment Services as well as Dr Arunabha Ghosh, founder-CEO of the Council on Energy, Environment and Water (CEEW). SHOW NOTES (00:00) The Take (05:09) The markets hit fresh highs (07:13) Is the Bajaj Housing IPO the last best opportunity there ever was to make money? (13:34) The Government sharply hikes import duties on imported palm oil, a move bound to hit consumers (14:55) Why opportunities for generating renewable energy in India are lesser than you might think ⁠⁠⁠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

On Episode 388 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Phatak, research director of Counterpoint Research. SHOW NOTES (00:00) The Take: What was the Mahindra Group Thinking? (05:38) Markets slow down (07:22) After Hyundai, another Korean giant LG considers India IPO (08:44) Apple gains market share but the mobile phone market is a Chinese monopoly (17:21) Government hears basmati rice exporters, scraps floor price ahead of bumper crop (18:21) The new Oracle is Oracle (19:56) IT unemployment in the US rises ⁠⁠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

In this episode of The Core Report: Weekend Edition, host Govindraj Ethiraj caught up with legendary investor Mark Mobius, Chairman of the Mobius Emerging Opportunities Fund. Mobius observes the significant growth in market capitalisation and the dramatic rise in the number and size of stocks in India, emphasising why India is a prime investment destination. He explores how India's robust GDP growth and a young, increasingly affluent population are fuelling economic expansion, making the country a beacon of opportunity, especially in the wake of China’s economic challenges. Mobius also offers his views on India's potential to become a global leader in chip manufacturing, highlighting the importance of focusing on individual companies rather than being swayed by market sentiment. Additionally, he provides a critical analysis of China's $6.5 trillion stock market rout and its economic implications. Throughout the conversation, Mobius shares why he avoids commodity companies and sees the future in India's service and tourism industries. Don’t miss this deep dive into emerging markets and strategic investment opportunities with one of the world’s most respected investors. ⁠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

On Episode 386 of The Core Report, financial journalist Govindraj Ethiraj talks to Harish Bhat, Advisor and Director at the Tata Group and co-author of the book ‘Jamsetji Tata: Powerful Learnings for Corporate Success’. SHOW NOTES (00:00) Stories Of The day (01:09) Bulls tire of pause, hit play again, markets zoom 1,439 points (02:56) ECB Cuts Rates Again, All Eyes On Federal Reserve Now (04:09) Inflation comes in at 3.65%, higher than projections (05:29) Will India cut fuel prices? (08:20) Major European carrier says air fares will fall (09:19) Jamsetji Tata, how he attacked economic problems and social gaps ⁠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

On Episode 385 of The Core Report, financial journalist Govindraj Ethiraj talks to Sehul Bhatt, Director at CRISIL as well as Jignesh Shial, Director - Research; Head of BFSI Sector at InCred Capital. SHOW NOTES (00:00) The Take (05:29) Markets fall again as global cues take hold (06:13) Oil price fall is now worrying markets across. (07:20) How rising temperatures and heavy rains are changing power demand patterns (14:48) Bajaj Housing Finance IPO gets subscribed, what is the future for non bank housing finance companies though ? (23:05) London Heathrow is the most internationally  connected airport in the world 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

On Episode 384 of The Core Report, financial journalist Govindraj Ethiraj talks to Narendra Taneja, leading energy expert and chairman of the Independent Energy Policy Institute.SHOW NOTES(00:00) The Take(04:12) Markets stay positive but lean on Wall Street(05:10) Mutual funds pull in Rs 38,000 crore in August, second highest ever(06:19) China’s $6.5 trillion market loss since the 2021 peak(08:56) Understanding India’s oil import basket as Venezuelan crude makes an entry(18:11) Apple’s AI powered iPhone16s are not quite here yetListeners! 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 383 of The Core Report, financial journalist Govindraj Ethiraj talks to Shantanu Rooj, founder and CEO of TeamLease Edtech. SHOW NOTES (00:00) The Take (04:41) Markets recover, but on weak footing (06:15) Morgan Stanley cuts oil price projection once again (07:20) Cut in Gold Import Duties To Boost Domestic Business (10:10) Iron ore prices fall below $90 a tonne (10:57) Thumbs up for the Indian market as Carrefour returns after leaving in 2014 (11:38) Why placement salaries at IITs are hitting new lows Nasscom Conversations Episode 2 with Data Security Council Of India CEO, Vinayak Godse - Spotify | Apple | Youtube 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