The Core Report

On Episode 326 of The Core Report, financial journalist Govindraj Ethiraj takes you through business news headlines of today.SHOW NOTES(00:00) The Take(02:12) Stories Of The Day(04:41) Markets hit record highs again as mainline stocks now take charge.(07:12) NVidia’s illustration on volatility(08:16) Oil prices are worryingly high(10:49) How remittances from overseas Indians are double of FDI and FPIListeners! 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

On Episode 325 of The Core Report, financial journalist Govindraj Ethiraj talks to Jay Kothari, senior vice president at DSP Mutual Fund as well as MS Mani, Partner at Deloitte India.SHOW NOTES(00:00) The Take(02:12) Stories Of The Day(03:05) Institutional investors are wading in, sending markets to new highs. Sensex hits 78,000(04:01) NVidia cracks, that’s a warning signal for overheated Indian stocks too.(06:11) Oil prices are still holding high(06:51) Where India stacks on the emerging market universe right now.(16:41) Qatar Airways is World’s Best Airline, Vistara Is India’s Best.(18:22) The unfinished agenda on GST, the tension between the Government and the taxpayerListeners! 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

On Episode 324 of The Core Report, financial journalist Govindraj Ethiraj talks to Sudhanshu Mani, a former Indian Railways officer who played a major role in the Vande Bharat Express project.SHOW NOTES(00:00) The Take(03:24) Stories Of The Day(04:12) Stock Markets continue to trade in tight range, await fresh global triggers(06:23) A lithium factory catches fire in Korea even as lithium demand continues to fall(07:47) The good and bad news of a front running investigation(10:44) Could food inflation come down thanks to lower edible prices?(13:39) India’s tryst with high speed trains: understanding what they mean and where they are headedListeners! 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

On Episode 323 of The Core Report, financial journalist Govindraj Ethiraj talks to Sehul Bhatt, Director Research of CRISIL Market Intelligence and Analytics as well as Sandeep Jain, President of the Federation of Indian Micro and Small & Medium Enterprises (FISME).SHOW NOTES(00:00) The Take(02:30) Stories Of The Day(03:14) Markets hold on highs, global cues to drive new levels.(05:34) New GST announcements once again expose the regulatory complexity(06:35) India is importing steel for the first time in many years, why and how this impacts local industry(15:54) For India’s Essar Group, its never say never in steel(17:37) India’s small enterprises want a piece of the PLI cake to drive jobs and manufacturing growthListeners! 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

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to CEO of Orb Energy Damian Miller about his experience working in Shell's solar operations, the dramatic cost decline of solar technology since 2006, the story behind Shell Solar’s first branch and installation in North Karnataka, the shift from off-grid to on-grid solar systems, the surge of rooftop solar installations across India and much more.About Damian Miller Damian Miller's career in solar began in 1998 when he joined Shell Solar out of Cambridge. He played a key role in bringing solar solutions to emerging markets like India, Sri Lanka, Philippines, China and Indonesia. Over his 8 years at Shell Solar, his team oversaw the sale and installation of more than 100,000 solar home systems by 2005.In 2006, Shell decided to exit the solar business. Recognizing the vast potential of India's burgeoning solar market, Damian Miller saw an opportunity. He co-founded Orb Energy in late 2006 with his colleague from Shell Solar, NP Ramesh. The company secured an initial seed funding of USD 2.5 million to launch its operations in India.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 321 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for FX and Interest Rates at Kotak Securities as well as Kapil Kaul, CEO of CAPA India.SHOW NOTES(00:00) The Take: Indians(04:00) Stories Of The Day(04:41) Markets gain steam again(06:46) Rupee hits an all time low, why that is happening despite inflows(12:14) Risk at acceptable levels, says RBI Gov(15:19) Why India’s aviation sector will remain one of the hottest in the worldListeners! 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

On Episode 320 of The Core Report, financial journalist Govindraj Ethiraj talks to Paras Jasrai, senior analyst at India Ratings & Research (A Fitch Group Company), Prashant Vasisht, Senior Vice President and Co-Group Head, Corporate Ratings, ICRA as well as G Haribabu, president of the National Real Estate Development Council (NAREDCO).SHOW NOTES(00:00) The Take(02:21) Stories Of The Day(03:05) Stock markets stay near highs, why the action is shifting to debt flows(06:28) Heatwaves are on, understanding the impact on inflation(11:13) India’s dream run with discounted Russian oil is ending and what that means(18:00) Why tenants across India are refusing to let out some 10 million homes, leading to supply distortionsListeners! 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

On Episode 319 of The Core Report, financial journalist Govindraj Ethiraj talks to Victor Vanya, director and co-founder of EMA (Energy Market Analytics) Solutions as well as Dr Nilanjan Ghosh, Director at the Observer Research Foundation (ORF) in IndiaSHOW NOTES(00:00) Opening Thoughts(03:37) Stories Of The Day(04:21) Markets capitalisation crosses $5.2 trillion as indices stay at all time highs(06:49) The RBI admits helplessness on inflation(09:12) The amazing story of how India actually has surplus power during the day and deficit during nights(18:43) India’s consumers are spending less and yet, GDP is at 8.2%. Decoding the meaning and impact(29:46) Why the UK may not cut interest rates thanks to Taylor SwiftListeners! 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

On Episode 318 of The Core Report, financial journalist Govindraj Ethiraj takes you through the latest in business news.SHOW NOTES(00:00) Stories Of The Day(02:17) Markets are at record highs but the foundation is likely to stay weak.(04:16) India may lower personal tax rates in categories to boost consumption(06:45) Monsoons are now showing a 20% deficiency, a worrying sign(08:16) Hyundai parent stock hits record high on news of listing of Indian arm(09:40) Logjam at ports are set to worsen, driving up container rates and delaysFor 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 317 of The Core Report, financial journalist Govindraj Ethiraj talks to author and veteran economic journalist, Shankkar Aiyar.SHOW NOTES(00:00) Stories Of The Day(07:24) Fresh bull case for India from Morgan Stanley(10:43) Why Wall Street is feeling nervous(13:22) Hyundai files for mega India IPO, why this is more than just an IPO story(16:05) Solving for India’s jobs and manufacturing gaps: New ideas and triggers(26:17) Panama Canal to start allowing more ships even as Suez sees pressure(29:31) Bubble gum sales last peaked in 2011, can Mars Wrigley change habits?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