The Core Report

On Episode 287 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Pande, national co-head for digital risk and cyber, and national leader for digital trust financial services sector at KPMG in India.SHOW NOTES(00:00) Stories Of The Day(00:50) Indian market volatility is inching up, invest or hold?(03:59) Why the last 15 years of stock picking strategies will not help investors(08:08) India’s growing number of ghost malls(09:27) Growth vs load - Why some bank systems are failingSubscribe 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 286 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautam Kalia, senior vice president and head of the wealth management platform Super Investor at Sharekhan by BNP Paribas.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets flat as they weigh conflicting signals, could that be the presiding theme in coming days?(06:12) Well known NBFC IIFL Finance hit with liquidity crunch after banks slow down lending following RBI crackdown(08:29) Drought hit Australian farmers benefit from Indian pulses demand(09:51) Apprehension and optimism are both ruling high in the markets ahead of election results, what should you be doing?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 285 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajai Chowdhury, earlier co-founder of HCL Tech and now a member of the India Semiconductor Mission.SHOW NOTES(00:00) Stories Of The Day(01:00) Why World Markets Are Looking For Bad News From Wall Street(04:31) Kotak Bank CEO Says He Is Worried About Reputation Because Of RBI Move(07:35) Why Home Loans Have Jumped Dramatically In Two Years(08:56) Where Will India’s Multi-Billion Semiconductor Subsidies Stop?(22:26) Warren Buffett Meets Shareholders At The Annual Berkshire Hathaway Meeting Without Charlie Munger For First TimeSubscribe 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 Dr. Arunabha Ghosh, founder-CEO of the Council on Energy, Environment and Water. They talk about  the need to enhance climate resilience in Indian agriculture through a more data-driven approach, the importance of leveraging better data and predictive analytics to help farmers make informed decisions, addressing climate risks by connecting the dots between early warning systems, physical risk assessments, insurance, and policy changes, and much more.About Dr Arunabha GhoshDr Arunabha Ghosh is an internationally recognised public policy expert, author, columnist, and institution builder. He is the founder-CEO, since 2010, of the Council on Energy, Environment and Water. With experience in 48 countries, he previously worked at Princeton, Oxford, UNDP (New York), and WTO (Geneva). He currently serves on Government of India’s G20 Finance Track Advisory Group and advises the Sherpa Track for India’s G20 Presidency in 2022-23. In 2022, the UN Secretary-General appointed him to the High-level Expert Group on the Credibility and Accountability of Net-Zero Announcements by Non-State Actors. Dr Ghosh is currently Vice-Chair of the UN Committee for Development Policy, having been first nominated to the UNCDP by the UN Secretary-General in 2018. He is a member of the World Economic Forum’s Global Future Council on Clean Air, having previously been a member of the Global Future Council on Energy. He is also the co-author/editor of four books and dozens of research papers and reports. 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 283 of The Core Report, financial journalist Govindraj Ethiraj talks to Sankar Chakraborti, managing director and CEO of Acuité Ratings.SHOW NOTES(00:00) Stories Of The Day(01:09) Markets Hold Gains, Mid Cap Index Hits All Time High, Global Cues Stay Positive(03:48) OECD Raises Growth Forecast For India For This Year, At 6.6%(05:17) After A Spate Of Crackdowns, RBI Pulls Back, Lifts Restrictions On Bajaj Finance Products Halted In November(06:38) Unprecedented Heat Conditions Across The Country, Record Temperatures In Eastern India And Its Heavy Rains Again In Dubai(09:42) Why India’s SME Will Have To Work Harder To Get Their Payments On Time(17:57) Air Transport Association Lashes Out At Germany’s Increase In Airport TaxesSubscribe 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 282 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic journalist and author Shankkar Aiyar as well as Sanket Kulkarni, Head of Business Development (Theatrical) at Ormax Media.SHOW NOTES(00:00) Stories Of The Day(01:09) Indian Markets Balance Strong Domestic Economic Indicators And Weak Global Cues(02:29) Oil Prices In Steep Fall, Close To $85(04:12) India’s April Numbers For GST Hits Record High, Over 2L Crore Now(07:50) Godrej Splits Up Amicably, Early Preparation May Have Helped(10:56) Understanding Redistribution Of Taxes In India(19:15) How More Indians Are Watching Movies In Cinema Halls Than Ever Before(29:00) International Air Cargo Grows In Double Digits For 4th Consecutive MonthSubscribe 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 281 of The Core Report, financial journalist Govindraj Ethiraj talks to Ved Jain, former President of The Institute of Chartered Accountants of India as well as sports journalist and commentator Ayaz Memon.SHOW NOTES(00:00) Stories Of The Day(01:00) Banks Power The Market Up 941 Points In Unexpected Surge(04:39) How Shanghai Retail Investors Are Sending Up Global Gold Prices(06:07) How Bangalore Is The Best Place To Be A Landlord(07:54) A New Tax Law To Help MSMEs Is Possibly Doing The Opposite(15:26) America Will Host A Major Cricket League, The T20 World Cup This YearSubscribe 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 280 of The Core Report, financial journalist Govindraj Ethiraj talks to Yashwant Deshmukh, Founder of CVoter as well as Rahil Shaikh, Managing Director of MEIR Commodities.SHOW NOTES(00:00) Stories Of The Day(01:09) Nervousness In The Political Theatre Could Transmit To The Stock Markets As Second Phase Of Polling Ends(08:35) No Recovery In Entry Level Cars This Year, says Maruti Chief.(10:01) Global Debt At Levels Not Seen Since 1820s says WEF Chief.(11:08) How Concerning Is The Lower Turnout Levels In Phase I And II Of Voting (with Yashwant Deshmukh of CVoter) and India’s Unusual Voter ID Problem(23:33) How Sugar Prices Are Rising Because Of Heat Waves(30:35) Musk Skips New Delhi, Lands In Beijing 5 Days Later, Hawks Robotaxis Now(32:49) Energy Transition Drives Big Metals And Mining Deals, Trading BetsSubscribe 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 279 of The Core Report, financial journalist Govindraj Ethiraj talks to TP Ostwal of TP Ostwal & Associates LLP as well as Manisha Kapoor, CEO of the Advertising Standards Council of India (ASCI).SHOW NOTES(00:00) Stories Of The Day(00:50) Indian Markets May Be Hit By Wall Street Blues(02:47) How Many Players Does India’s Telecom Sector Really Need?(05:51) Kotak’s Technology Fuelled Bets And A TCS Announcement On AI(12:28) How Practical Is Inheritance Tax?(23:33) Why Its Getting Tougher To Get Away With Misleading Product ClaimsSubscribe 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 278 of The Core Report, financial journalist Govindraj Ethiraj talks to Sushil Choksey, Managing Director of Indus Equity Advisors.SHOW NOTES(00:00) Stories Of The Day(01:00) Small Caps Race Ahead Again As Broad Markets Crawl(05:02) IT Companies Stare At Another Slow And Worrying Year Ahead(07:56) RBI Cracks Down On Kotak Credit Cards(11:25) Reliance Industries Is A Giant Company But Where Do Its Revenues And Profits Really Come From?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