The Core Report

On Episode 372 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist at ICRA as well as Jawahar Bekay, managing partner at CaptiveAide Advisory.SHOW NOTES(00:00) The Take: Why India should now think China plus 2(03:33) Markets catch Fed fever, ride on interest rate cut hopes(04:58) Oil prices rise once again on war tensions(06:00) Economists are polling lower GDP numbers for the first quarter, why there is uncertainty here on(14:33) WIll GCCs eat Indian IT Services companies’ lunch?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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 371 of The Core Report, financial journalist Govindraj Ethiraj talks to Dhairyashil Patil, president of the All India Consumer Products Distributors Federation as well as Shankkar Aiyar, economic journalist and author.SHOW NOTES(00:00) The Take: How the gap between private and government jobs is increasing(05:38) The stock markets see longest rally of 2024 and now braced for opening of the sluice gates(07:18) Silver imports are set to zoom as industrial and personal application demand increases(08:30) Sebi cracks down on Anil Ambani but not other agencies(10:29) Why is the Government not being as strident about quick commerce while attacking the Amazons of the world?(20:03) The Government’s job’s conundrum, the way forwardListeners! 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 370 of The Core Report, financial journalist Govindraj Ethiraj talks to Sugandha Sachdeva, commodity and currency analyst and founder of Delhi-based SS WealthStreet as well as economist Dr Brinda Jagirdar.SHOW NOTES(00:00) The Take: Will The Adani’s Do What The Regulators Failed To(05:57) Stock Markets rise for 6th session, albeit slowly(07:18) How an Indian auto maker’s multi-fuel approach for the same car model is paying off.(08:59) A much delayed Census might finally come even as the clamour for good economic and social data increases(10:07) Gold is holding near record highs globally, decoding the India outlook(16:40) Deposits in banks are not growing as fast as lending is, a recap of why this is importantListeners! 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 369 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as tax expert Dinesh Kanabar, founder and CEO of Dhruva Advisors.SHOW NOTES(00:00) The Take: The Price Of Reducing Friction(06:17) Markets Seek Direction Once Again(07:53) Gold Prices Edge Back But Stay In Record Territory(08:36) Is The PSU Stock Bull Run Over For Now?(18:33) Do You Have To Get An Income Tax Clearance Certificate Before Catching An International Flight?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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 368 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Velonie, senior director at CRISIL Ratings.SHOW NOTES(00:00) The Take(05:00) Markets piggyback on Wall Street rise. IT stocks could keep momentum high(06:33) Oil prices slide on reports of peace talks in the middle east(08:07) Are more Indians switching to loans against gold because regular loans are becoming tougher to get(17:50) The Chip War ContinuesListeners! 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 367 of The Core Report, financial journalist Govindraj Ethiraj talks to Mukesh Butani, well known tax lawyer and founder of BMR Legal.SHOW NOTES(00:00) The Take: How Safe is My Money?(05:00) Markets are listless and standing by(07:41) India’s usually strong rupee has weakened when most other currencies have risen(08:49) How iron ore went from being the hottest commodity to almost nothing and the India angle(11:05) Why a minimum tax rate for global digital multinationals like Netflix and Amazon might take a little longer(19:43) India’s domestic aviation sector continues to grow(20:36) Candy giant Mars is buying parent of chips brand Pringles in mega $36 billion dealListeners! 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 366 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of the Federation Automobile Dealers Association (FADA).SHOW NOTES(00:00) The Take(06:43) Markets rock to Wall Street beat(07:54) Oil prices ease off on demand worries and reduced war tensions(08:50) Indian steel companies file anti dumping cases on Vietnam, even as Chinese steel giant announces harsh winter(09:49) Are Indian IT companies poised for a turnaround?(14:05) Why India’s auto dealers federation is asking banks to tighten scrutiny on their own membersListeners! 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

In this episode of The Core Report: Weekend Edition, host Govindraj Ethiraj sits down with Mr. Shashi Kiran Shetty, Founder and Chairman of Allcargo Group, India’s largest homegrown logistics multinational. With operations spanning 180 countries, Allcargo has been at the forefront of transforming India's logistics landscape. Mr. Shetty shares his insights on India’s evolving port infrastructure and the complexities of shipping schedules in today’s global market. He reflects on his early days in the industry, transporting garments, footwear, and textiles, and how he established Allcargo in 1994 as a leader in shipping cargo from India. The discussion dives deep into pivotal moments like building India's first container freight station and the impact of the Ukraine-Russia conflict on global ports. Mr. Shetty also sheds light on how Allcargo navigated through the onslaught of COVID-19 and the importance of becoming a digitally enabled business amid the latest disruptions.About Shashi Kiran ShettyMr Shashi Kiran Shetty is the Founder and Chairman of Allcargo Group, India’s largest homegrown logistics multinational with operations in 180 countries. Over the past two decades, he has spearheaded Allcargo Group’s foray into new verticals and geographies, with over 18 successful strategic acquisitions in India and across the globe, the most significant of which was the acquisition of the world’s leading LCL consolidator, ECU Worldwide (then ECULine), and the acquisition of India’s premier express distribution company – Gati.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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 364 of The Core Report, financial journalist Govindraj Ethiraj talks to Sunil Thakur, Partner at Quadria Capital.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets wait for US interest rate cues(01:50) Top 26 fund houses are sitting on nearly Rs 80,000 crore in cash, up 27 per cent from the previous month(06:37) India’s import bills rise as the Russian oil honeymoon conclusively ends(08:31) Why India’s steel industry is headed for more trouble(09:57) From speciality hospitals to contract manufacturing, why big investments are flowing into Indian healthcare companiesRegister for The Core Meet Up (Happening Today)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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 363 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Gupta, senior director and deputy chief ratings officer at CRISIL Ratings.SHOW NOTES(00:00) The Take: Borrowing to Invest(05:09) Markets fall on weak signals(07:32) Red Sea crisis leads to 64% jump in global cargo ships fuelling in India.(10:07) Fitch Ratings says lower attrition, slow wage growth is helping Indian IT companies maintain profitability(11:57) Thermal power production has fallen for the first time in India.Register for The Core Meet Up!!Listeners! We await your feedback....For sponsorships and brand studio engagements, contact shiva@thecore.inFor 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