

The Core Report
The Core
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
Episodes
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Jul 18, 2024 • 22min
#342 Sensex Crosses 81000
On Episode 342 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinay Kumar G, vice president and sector head – Corporate Ratings at ICRA.SHOW NOTES(00:00) The Take(04:00) Stories Of The Day(04:41) Sensex Crosses 81,000, markets at record highs for fourth day, bucking global trends(06:25) Infosys beats street estimates(08:45) Rice inventories are at record highs and the Government could open up exports(09:47) Is Indian aviation infrastructure ready for the big demand growth?(18:03) Are the days of revenge travel ending?Listeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor 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

Jul 17, 2024 • 26min
#341 Global Cues Weak Going Into Thursday Trade
On Episode 341 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Hickin, editor in chief of London based journal Petroleum Economist as well as Vivek Rathi, director, research at Knight Frank India.SHOW NOTES(00:00) The Take(03:13) Stories Of The Day(03:53) Global cues weak going into Thursday trade(05:24) Oil prices are down but stronger US demand is countering weaker uptake in China(13:22) Gold hits fresh record high(15:17) Mega deals are driving private equity investments into India’s real estate, led by warehousing(22:19) Monkeys in the circus and venture funding in electric vehiclesListeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor 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

Jul 15, 2024 • 20min
#340 Stock Markets Hit Record Closing Highs
On Episode 340 The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Phatak, research director at Counterpoint Research.SHOW NOTES(00:00) The Take(03:27) Stories Of The Day(04:12) Stock Markets hit record closing highs, earnings results steady(05:36) Oil holds at $85 a barrel as China demand weakens(06:15) Exports Fall to 7-Month Low(08:57) Why premium phone sales are rising in India. Apple sales hit $8 billion(17:37) Why your holiday in Europe has become more expensive and challengingListeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor 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

Jul 14, 2024 • 31min
#339 India’s Losing Battle With Food Prices
On Episode 339 of The Core Report, financial journalist Govindraj Ethiraj talks to D K Joshi, chief economist at Crisil Ratings as well as Dwarak Narasimhan, Partner at Price Waterhouse & Co LLP.SHOW NOTES(00:00) The Take(03:55) Stories Of The Day(04:41) Markets on holding pattern, earnings in spotlight.(06:56) India’s losing battle with food prices(18:24) New taxes to discourage companies from moving headquarters are coming(28:58) Lufthansa says high prices are causing business travel to shrink, American carriers too report tougher times despite strong trafficListeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor 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

Jul 12, 2024 • 37min
#338 The Future of Electric Mobility with Chetan Maini
In this episode of The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj interviews Chetan Maini, the Co-founder & Chairman of SUN Mobility, a company transforming the electric vehicle landscape. They talk about electric vs. fuel-powered cars, the science behind lithium-ion batteries, the impact of India's scorching heatwaves on two-wheeler batteries, options for optimal battery care and much more.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

Jul 11, 2024 • 33min
#337 A Global Market Rally Is Still On
On Episode 337 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Hota, vice president and head of research at Sharekhan by BNP Paribas as well as Siddharth Pai, founder and managing partner at Siana Capital.SHOW NOTES(00:00) The Take(05:49) Stories Of The Day(06:36) A Global market rally is still on(08:45) TCS Results meet street expectations but value of new contracts shrinks 18%(11:16) How will earnings season play out, how have companies fared in the last 3 months?(20:06) Accenture buys 2 chip design companies with an India footprint in a week. What does this mean for IT services companies?Listeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor 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

Jul 10, 2024 • 24min
#336 India’s Auto Industry Is Set For Volatile Times
On Episode 336 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashanth Agarwal, Partner, Indirect Tax at PwC India.SHOW NOTES(00:00) The Take(03:11) Stories Of The Day(03:53) Markets take a breather and brace for the budget(05:37) India’s Auto industry is set for volatile times(09:48) Why Maruti Chairman RC Bhargava is going after Tata Motors(14:04) Why businesses want simpler Goods & Service Tax rulesListeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor 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

Jul 8, 2024 • 30min
#335 Citigroup Says India Will Struggle To Create Enough Jobs
On Episode 335 of The Core Report, financial journalist Govindraj Ethiraj talks to Nicole Schwab, the Co-Head of the Nature Positive Pillar at the World Economic Forum, and member of the Executive Committee.SHOW NOTES(00:00) The Take(03:50) Stories Of The Day(04:31) Markets are flat again(05:55) The Chinese Central Bank has stopped buying gold, could that slow prices?(07:42) Citigroup says India will struggle to create enough jobs (12:07) Goldman Sachs says all is well and will be better with the Budget(14:01) Why companies must step up their investments in and contribution to nature based climate solutionsRESOURCES- Unlocking Private Sector Investment into Natural Climate Solutions in India (WHITE PAPER)Listeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor 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

Jul 7, 2024 • 31min
#334 Markets Take A Well Deserved Breather
On Episode 334 of The Core Report, financial journalist Govindraj Ethiraj talks to Girish Vanvari, founder of Transaction Square as well as Manish Raj Singhania, president of the Federation of Automobile Dealers Association (FADA).SHOW NOTES(00:00) The Take(04:49) Stories Of The Day(05:29) Markets take a well deserved breather, Sensex dips.(06:14) The not so angelic angel tax(17:00) The importance of walk-in customers in auto dealerships(27:01) Real estate surges 50% in 5 years in Delhi and Mumbai, can it sustain?(28:42) Why Air France is projecting a revenue fall despite the Paris OlympicsListeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor 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

Jul 5, 2024 • 39min
#333 DHL Express CEO John Pearson on Overcoming Global Trade Challenges
In this episode of The Core Report: Weekend Edition, financial journalist Govind Ethiraj interviews John Pearson, Global CEO of DHL Express. Pearson, a leader in the logistics industry, discusses how DHL is navigating frequent interruptions in global trade and the increasing demand for deliveries.Key takeaways:Disruptions in global trade: Pearson sheds light on how the logistics industry is handling the challenges of a disrupted global trade landscape.Rise of automation: Pearson anticipates that robotics and automation will play a bigger role, but emphasizes that human expertise will remain crucial in higher-value roles.India's logistics future: Pearson expresses optimism about India's potential to become a major player in the logistics space.About John Pearson John Pearson is currently the Global CEO for DHL Express. He was appointed to the Board of Management of Deutsche Post AG on January 1, 2019.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


