The Core Report

On Episode 277 of The Core Report, financial journalist Govindraj Ethiraj, talks to Ajit Dayal, Founder of Quantum Mutual Fund.SHOW NOTES(00:00) Stories Of The Day(01:00) Small Caps Are Powering Back In Sign That Confidence Levels Are Rising Again(02:39) Gold Prices Take A Big Knock But Macro Demand Indicators Still Strong(07:01) India’s Business Activity Grows At Fastest In 14 Years(08:05) Adani Wants To Settle An Allegation With Sebi Which It Denied(09:57) Apple China iPhone Sales Crash, India Matters More(11:39) Index Hits 75000, Is It Safe To Invest At New Peaks?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 276 of The Core Report, financial journalist Govindraj Ethiraj, talks to Nilesh Sathe, former director of the Insurance Regulatory & Development Authority of India.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Stage Relief Rally, Search For Fresh Directions, Tech Stocks Lose Ground On Wall Street(02:47) Oil Prices Are Falling Fast, Now At $86 A Barrel(05:08) Reliance Industries Now A $120 Billion Company(06:25) Diamond Exports Fall Sharply(07:19) Insurance Regulator Wants New Health Insurance Products Including For Older People, Will Companies Deliver?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 275 of The Core Report, financial journalist Govindraj Ethiraj, talks to Siddharth Pai, a technology research consultant and Founder & Managing Partner at Siana Capital (a venture firm) as well as economic journalist and author Puja Mehra.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets And Oil Recover From Middle East Tensions, All Eyes On Earnings(07:07) Insurance Companies Will Now Offer Health Coverage For Pre-Existing Conditions Like Cancer As Well, Age Limit Of 65 Years Removed(08:41) What Exactly Is Going On With Elon Musk’s India Investment(13:10) Indian IT’s Falling Headcounts. What They Really Mean And Why The Prognosis Is Grim(25:50) Why A Policy To Offer Free Bus Rides To Women May Not Have The Desired EffectSubscribe 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 veteran investor Jyotivardhan Jaipuria of Valentis Advisors. Jyotivardhan Jaipuria shares his investment strategy focusing on unearthing undervalued companies with robust earnings growth. In this conversation you'll learn about consumption vs. investment, investment themes driven by government spending, looking for banks with strong deposit franchises and a focus on corporate lending, The IT sector, the impact of AI and much moreAbout Jyotivardhan Jaipuria Mr. Jyotivardhan Jaipuria has an overall 36 years of experience in the Indian Capital Market including 21 years at DSP Merrill Lynch and 8 years at ICICI. He was Head of Research and strategist for India at DSP Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist and analyst, Jyoti was rated amongst the top in India by leading institutional investors and figured in the Top 5 leading vote getters regularly. The DSP Merrill research team was consistently ranked top 3 in India in investor surveys. In the 15 years he headed research, the team was No 1 in the Institutional Investor survey on 4 occasions. Jyoti served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Jyoti has an MBA from the Indian Institute of Management (IIM), Ahmedabad.For more of our coverage check out thecore.inThe Core Report: Weekend Edition ft Jyotivardhan Jaipuria (Video)--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 273 of The Core Report, financial journalist Govindraj Ethiraj, talks to Tarun Pathak, Research Director at Counterpoint Research as well as veteran economic journalist and columnist Shankkar Aiyar.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Struggle And Give Up Gains As Weakness Continues, Crude Down Below $87(03:03) Headcounts Continue To Fall In India IT Services Majors Amidst Flat Revenue Growth(05:36) Nestle Under Fire For Adding Sugar In Rs 2,000 Crore Cerelac Brand(09:33) Can Falling iPhone Sales Impact India Production(16:49) Elections Kick Off Today, What’s At Stake For India’s VotersFor 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 272 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, Vice President, Global Trading Center at the Korean Shinhan Bank in Mumbai as well as Sugandha Sachdeva, Founder of SS WealthStreet, a Delhi-based equity, commodity and research firm.SHOW NOTES(00:00) Stories Of The Day(01:10) The Markets Fight To Hold Ground But End Lower. It's Back To Fed Gazing(03:20) Global Funds Are Retreating From Emerging Markets Like Asia(04:23) The Rupee Is Hitting Fresh All Time Lows(15:42) Can Gold Prices Keep Going Up(23:43) The World’s Fastest Growing Advanced Economy (24:50) Heatwaves In Philippines And Mumbai To Floods In DubaiFor 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 271 of The Core Report, we feature a discussion between financial journalist Govindraj Ethiraj, veteran economic journalist and New Indian Express columnist Shankkar Aiyar, business adviser, researcher, author, and academic Rama Bijapurkar, and founder-director at CVoter Yashwant Deshmukh about the upcoming elections, voter behaviour, and much more.SHOW NOTES(00:00) Intro(02:06) Key findings of the CVoter survey (Yashwant Deshmukh)(04:19) Voter Demographics (Rama Bijapurkar)(09:08) Voter Engagement (Shankkar Aiyar)(12:47) Voter Aspirations (Rama Bijapurkar)(14:50) Voter Aspiration vs Experience I (Rama Bijapurkar)(17:53) Voter Aspiration vs Experience II (Shankkar Aiyar)(23:09) The idea of India I (Shankkar Aiyar)(25:04) The idea of India II (Rama Bijapurkar)(27:29) Voter Self-Identification (Rama Bijapurkar)(29:20) How are politicians optimising voter data and technology(32:14) Last wordsFor 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 270 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director and Columnist, Business Standard.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Tank On Middle East Tension Spikes, Poised To Recover(02:44) India Will Outperform Japan & China As Most Compelling 12 Month Investment Case, Says Bloomberg Fund Manager Survey(04:47) Above Normal Rainfall For First Time In 8 Years, Says Met Department’s Monsoon Projections(07:05) BJP And Congress Put Out Manifestos, Looking At Them Through An Economic LensFor 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 269 of The Core Report, financial journalist Govindraj Ethiraj talks to Jigar Pandit, Head of Commodity and Currency at Sharekhan By BNP Paribas as well as CRISIL Chief Economist Dharmakirti Joshi.SHOW NOTES(00:00) Stories Of The Day(00:50) Middle East Tensions Spike With Iran Firing Missiles Into Israel, Markets Brace For Correction.(03:57) Gold Prices Jump Again As War Risk Premiums Rise On Commodities(11:44) Government Invokes Emergency Clause To Activate Underutilised Gas-Based Power Plants(13:48) How GST Numbers Demonstrate The Lag Effect Of Reforms Even As They Tell Us More Than What We Know About The EconomyFor 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 former director of the Reserve Bank of India, Nachiket Mor. They explore various topics related to trust such as the importance of trust in building strong relationships between financial institutions and their customers, Fintech, the metrics of trust in today's environment, the competency of board members and directors of financial institutions, how we might have cut growth capability, and much more.About Nachiket Mor: Nachiket Mor is trained as an economist. His current work is principally focused on the design of national and regional health systems. He is a Visiting Scientist at The Banyan Academy of Leadership in Mental Health and a Senior Research Fellow at the Centre for Information Technology and Public Policy at IIIT Bangalore. He is also a Commissioner on the Lancet Commission on Reimagining India's Health System.For more of our coverage check out thecore.inThe Core Report: Weekend Edition ft Nachiket Mor (Video)--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube