The Core Report

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

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj sits down with Ajay Srivastava, founder of the Global Trade Research Initiative. They talk about the critical aspects of India's trade strategy, optimising exports, the ideal export-to-GDP ratio, the challenges and opportunities in industries like toys and garments, China's success in attracting manufacturers and much more.ABOUT AJAY SRIVASTAVAMr. Srivastava is a former Indian Trade Service officer, having served with distinction since the 1989 batch. During his tenure, he played a pivotal role on India's WTO and FTA negotiating teams, showcasing his profound understanding of trade policy. His expertise extends beyond policy, encompassing trade data analytics, the intricacies of the Goods and Services Tax Act (GST), and information technology systems.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 295 of The Core Report, financial journalist Govindraj Ethiraj talks to Sugandha Sachdeva, founder of SS WealthStreet as well as Amit Prothi, the director general of the Coalition for Disaster Resilient Infrastructure (CDRI).SHOW NOTES(00:00) Stories Of The Day(01:00) Markets whipsaw, Dow Jones hits all time high(04:18) Silver is back in the reckoning, hits all time highs, where could it go next?(09:56) Steel companies want more tariffs on Chinese imports(11:41) Mahindra says it will invest in electric cars, Volkswagen says it is pulling back(14:15) Why businesses have to think of and invest in disaster resilienceSubscribe 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

On Episode 294 of The Core Report, financial journalist Govindraj Ethiraj talks to Hetal Dalal, president and COO of Institutional Investor Advisory Services (IiAS).SHOW NOTES(00:00) Stories Of The Day(01:09) India’s rank in MSCI increases and why that will mean more flows(03:48) How foreign institutional investors are most pessimistic on India in over 12 years(06:13) Why oil prices could stay low this year thanks to soft global demand and mild weather in Europe(08:22) What should make more money, anonymous coding for global companies or selling your own brand of cars in global markets?(12:25) How Indian companies are not paying sufficient attention to churning their boards and putting off till last moment(22:07) Singapore’s new rockstar prime ministerRESOURCESIiAS Study - Independent Director Rotation: Losing institutional memorySubscribe 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

On Episode 293 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, vice president commercial at Pharmarack.SHOW NOTES(00:00) Stories Of The Day(01:00) Peace returns to Dalal Street, for now(03:41) Wholesale inflation is at a 13 month high(05:04) Forget diamonds, it's all about copper now - how rising demand is triggering massive shifts in the mining industry.(06:56) In India’s pharmaceutical industry, there are no friends and there are no enemies either(18:01) Ford is now losing $100,000 per electric car(19:27) How China’s international air traffic is still 70% of pre-pandemic levelsSubscribe 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

On Episode 292 of The Core Report, financial journalist Govindraj Ethiraj talks to Somnath Mukherjee, CIO and senior managing partner at ASK Private Wealth as well as Manish Raj Singhania, president of the Federation of Automotive Dealers Associations.SHOW NOTES(00:00) Stories Of The Day(01:00) Stock markets go on a fresh roller coaster ride, set for a smoother ride for a few days.(02:59) Inflation levels are steady but vegetable inflation is not.(04:30) Emerging markets are looking good again after almost a decade and why India will benefit.(17:19) Car sales hit records in the last financial year, could this trend continue this year too?(25:33) India & Iran sign deal to manage terminal at Iranian port.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

On Episode 291 of The Core Report, financial journalist Govindraj Ethiraj talks to Karthik Ganesan, director research coordination at the Council For Energy, Environment and Water (CEEW) as well as Reji K. Joseph, associate professor at the Institute for Studies in Industrial Development (ISID).SHOW NOTES(00:00) Stories Of The Day(01:00) Indian markets stay paused, will they respond to global triggers this week?(04:12) India is staring at a big power deficit this summer. Will it hit power generation in cities like Mumbai and Delhi?(13:46) More countries join the semiconductor subsidy race, South Korea is set to join the party(15:12) Tech giants are investing billions of dollars in Southeast Asia that India should be fighting to pull(17:03) India’s worrying dependence on China’s dominance in pharmaceutical raw materialsSubscribe 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

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to A. Balasubramanian, Managing Director and Chief Executive Officer for Aditya Birla Sun Life AMC Limited. They talk about investment strategies during market volatility, market lessons, asset allocation, risk management, managing mutual fund flows, investment trends in India and much more.About A. BalasubramanianMr. A. Balasubramanian is the CEO of Aditya Birla Sun Life AMC. He has over 3 decades of experience in the mutual fund industry. As CEO, he oversees INR 3 lakh crore in Assets Under Management. He is actively involved in philanthropic work.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 289 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, aviation consultant and Air India inflight veteran. We also feature an excerpt from our upcoming Weekend Edition interview with A. Balasubramanian, managing director and CEO of Aditya Birla Sun Life Asset ManagementSHOW NOTES(00:00) Stories Of The Day(00:50) Markets take a dive, political uncertainty a key factor(05:08) Why market volatility even at current levels is still low.(07:35) Luxury homes are selling out barely as they are announced, office rentals are rising(09:50) How the Tatas have inherited a full blown union problem after decadesSubscribe 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

On Episode 288 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Velonie, senior director at CRISIL Ratings as well as Nitin Sarin, aviation legal expert and managing partner of Sarin & Co.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets flat as they brace for weeks of uncertainty(02:04) Oil prices slide below $82 a barrel, could they drop further?(02:39) Why only vegetarian thali prices are rising(04:36) Non bank finance companies are racing to find new sources of capital as banks tighten their wallets(14:55) Are grounded airlines doomed to stay that way?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