The Core Report

On Episode 306 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic journalist and author Shankkar Aiyar as well as Dipti Deshpande, principal economist at Crisil.SHOW NOTES(00:00) Stories Of The Day(01:09) Markets are back to feeling jittery, is talking up the market counter productive?(14:25) FDI into India slows down(15:29) Monsoons have arrived earlier, interpreting the economic impact(24:48) And now, orange juice prices hit record highs. Expect more mixed juices(26:34) Air Passenger demand now growing for 36 consecutive months says IATAFor 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 305 of The Core Report, financial journalist Govindraj Ethiraj talks to Sandip Bansal, associate director and senior portfolio manager, ASK Investment Managers as well as Anumita Roychowdhury, executive director at Centre for Science and Environment, India.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets slide again, three trading days to go.(03:05) How does one pick stocks or themes in a heated market?(13:16) S&P revises India ratings outlook to positive(18:40) Air Cargo continues to grow globally, reflecting economic upturn(19:41) Heatwaves are slamming cities across India, Delhi hits all time high of 52.3 C. How should we be responding?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 304 of The Core Report, financial journalist Govindraj Ethiraj talks to London-based Arvind Chari, chief investment officer, Q India (UK) Ltd as well as Dr Viranchi Shah, national president of the Indian Drug Manufacturers Association (IDMA).SHOW NOTES(00:00) Stories Of The Day(01:09) Investors are increasing long positions ahead of Election Results(04:50) Foreign investors are looking at Indian debt differently from equity right now and amping up investments(14:39) Indian drug makers have a strong year ahead with increase imports from countries like United States(25:06) Toyota sticks to hybrid bet(27:18) Weight loss drug sales projected to go from $24 billion last year to $138 billion in 2028 or in four years timeFor 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 303 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist of rating agency ICRA as well as Ashok Sreenivas, group coordinator at the Prayas (Energy Group).SHOW NOTES(00:00) Stories Of The Day(00:50) Markets swing again with 5 trading sessions to go for election results(01:54) How Japan & India are both China + 1 investment destinations(03:18) India's economy slowed down in the last quarter, what does it mean for the next?(11:23) India’s power demand is surging and usage patterns are shifting, is there enough supply?(19:09) Crime pays but cybercrime pays moreFor 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 302 of The Core Report, financial journalist Govindraj Ethiraj talks to Manisha Kapoor, CEO and Secretary General at the Advertising Standards Council of India (ASCI) as well as Captain Amit Singh, an active Airbus A320 pilot and also founder of Delhi-based Safety Matters Foundation.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets sailing away, six more trading sessions(05:08) The man who predicted Dow hitting 40,000 in 2016 and India’s own Rakesh Jhunjhunwala predicting Nifty at 100,000 in 2030(07:29) Betting apps, the new breed of misleading advertisements going for your wallet(16:01) Singapore Airlines Incident: Could Climate Change Increase Chances of Air Turbulence? An Active Pilot’s ViewFor 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 Chats with Mohandas Pai, renowned Indian businessman and philanthropist, for a deep dive into the world of venture capital funding. The conversation delves into a decade of VC funding trends, with a specific focus on the recent news of board member departures at Byju's, a major Indian tech company. Pai, a former board member at Infosys, sheds light on the evolving role of young board members in startups. While their fresh perspectives are valuable, Pai emphasizes the importance of independent directors and robust governance structures for long-term company growth.About T.V. Mohandas Pai Mohandas Pai joined Infosys in 1994 and served as a member of the Board from May 2000 till July 2011. He was the company's CFO from 1994 till 2006. In 2006, he voluntarily resigned from the office of the CFO to lead efforts in the areas of human resources education and research. The Infosys Annual Report, under his supervision, has won the top awards consistently from the Institute of Chartered Accountants and the South Asian Federation of Accountants.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 300 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Hota, vice president, head of research at Sharekhan as well as Ayaz Memon, veteran cricket and sports journalist.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets hit all time highs again as confidence returns(03:40) How will domestic institutional investors play the peaks?(16:00) Indigo results reflect growth in one of the world's hottest aviation markets(17:25) 7,000 IIT students without placements. Why is this number rising?(18:46) 72 matches later, IPL season set to end on Sunday with finals 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 299 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, veteran market analyst and founder of Equinomics Research as well as Rafeeque Ahmed, chairman of the Farida Group.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets are holding higher, valuation fears spread.(03:54) Why you should worry about price to earnings ratios(15:42) RBI transfers 2.1 lakh crore to Govt, much more than expected(17:37) Indians are blowing more money travelling overseas, despite more restrictions.(19:03) Order books for India’s exporters have jumped in recent months. What is driving this?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 298 of The Core Report, financial journalist Govindraj Ethiraj talks to Tejas Gandhi, Secretary of The Federation of Indian Spice Stakeholders (FISS) as well as Arun Anandagiri, co-founder and group editor at Taxsutra.SHOW NOTES(00:00) Stories Of The Day(01:19) The $5 trillion mark finally arrives, what’s next?(02:53) The tug of war between institutional and retail investors(06:44) Oil imports from Russia hit 9-month high, government wants public and private refiners to gang up for better prices(08:23) India is holding on steel import tariffs even as several Latin American nations have hiked tariffs to fend off cheap Chinese exports(10:05) India’s spice exports controversy, why is it dragging on?(19:35) Heatwaves are rising and so are the threats to lives and livelihood(21:06) Dubai Airport is set for over 90 million passengers this year(21:48) An exit poll by independent journalists highlights jobs and income as key issues in their voting decisionFor 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 297 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Alok Aggarwal, CEO and chief data scientist at Scry AI and author of “The Fourth Industrial Revolution and 100 Years of AI (1950-2050)”.SHOW NOTES(00:00) Stories Of The Day(01:10) Conflicting signals from the stock markets, what should you believe?(03:04) Some 14 major world markets are at all time highs, not just India. Why does that matter?(05:13) Inclusion in Bond Index not enough for foreign flows into debt, Moody’s.(07:20) Indian banks are having the best time in history.(08:59) Exclusive: The real numbers on how India could see more AI jobs being created rather than lost(24:14) Elon Musk is in Asia but skips India again, lands in Bali to launch Starlink.Subscribe to How India's Economy Works with Puja MehraFor 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