The Core Report

On Episode 332 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, founder of Equinomics Research.SHOW NOTES(00:00) The Take(05:03) Stories Of The Day(05:38) Sensex stays above 80000 as large caps calibrate(07:11) SEBI and exchanges scramble to cool the markets(11:00) Two wheeler CNG bike is a good experiment even if it does not succeed(13:13) The Sensex lines up for 90,000; the red lights and green lightsListeners! 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

On Episode 331 of The Core Report, financial journalist Govindraj Ethiraj talks to Pratik Jain, Partner at PwC India.SHOW NOTES(00:00) The Take(05:02) Stories Of The Day(05:38) The Rapid Rise Of The Sensex Is A Worry(08:46) How much rainfall do we really need?(10:36) GST, lower numbers and seven years on(24:19) How much screen time do Valley Tech CEO kids get?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

On Episode 330 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, founder and CEO of Vanda Insights.SHOW NOTES(00:00) The Take(02:46) Stories Of The Day(03:24) Stock Markets hit fresh highs but financials drag(07:36) Monsoon now covers all of India ahead of time(08:51) Oil prices are at a two month high, understanding the American factor(16:01) How Tesla’s car sales are continuing to fallListeners! 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

On Episode 329 of The Core Report, financial journalist Govindraj Ethiraj talks to Mithileshwar Thakur, Secretary General of the Apparel Export Promotion Council (AEPC).SHOW NOTES(00:00) The Take: Indians are spending more money overseas than ever(04:54) Stories Of The Day(05:38) Stock Markets hit fresh highs, almost forgotten IT stocks like Wipro are moving now(08:46) Monsoons set to revive in July after a bad June showing(11:03) Indian electric 2 wheelers sales stagnate even as world sees excess lithium supply(13:03) Garment exports could benefit from PLIs, can the industry take advantage?Listeners! We await your feedback....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 328 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, a veteran market expert.SHOW NOTES(00:00) The Take(05:02) Stories Of The Day(05:38) Best half yearly performance in stock markets in 3 years, midcaps and small caps beat benchmark indices.Wall Street is gearing for a return of Trump(09:28) Nightmarish Covid 19 era logjams are back for the shipping and logistics industry(12:23) Entry strategies for the stock markets, making sense of valuations and valueListeners! We await your feedback....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 327 of The Core Report, financial journalist Govindraj Ethiraj talks to Krishan Mishra, CEO of the Financial Planning Standards Board.SHOW NOTES(00:00) The Take(02:12) Stories Of The Day(05:00) Markets cross 79,000, hold at higher levels(07:07) India’s savings levels are falling(09:13) Water shortages could hit India’s sovereign ratings, says Moodys. And heatwave impact analysis.(12:12) Investors are questioning the transparency of fintech broking intermediariesListeners! We await your feedback....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 326 of The Core Report, financial journalist Govindraj Ethiraj takes you through business news headlines of today.SHOW NOTES(00:00) The Take(02:12) Stories Of The Day(04:41) Markets hit record highs again as mainline stocks now take charge.(07:12) NVidia’s illustration on volatility(08:16) Oil prices are worryingly high(10:49) How remittances from overseas Indians are double of FDI and FPIListeners! We await your feedback....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 325 of The Core Report, financial journalist Govindraj Ethiraj talks to Jay Kothari, senior vice president at DSP Mutual Fund as well as MS Mani, Partner at Deloitte India.SHOW NOTES(00:00) The Take(02:12) Stories Of The Day(03:05) Institutional investors are wading in, sending markets to new highs. Sensex hits 78,000(04:01) NVidia cracks, that’s a warning signal for overheated Indian stocks too.(06:11) Oil prices are still holding high(06:51) Where India stacks on the emerging market universe right now.(16:41) Qatar Airways is World’s Best Airline, Vistara Is India’s Best.(18:22) The unfinished agenda on GST, the tension between the Government and the taxpayerListeners! We await your feedback....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 324 of The Core Report, financial journalist Govindraj Ethiraj talks to Sudhanshu Mani, a former Indian Railways officer who played a major role in the Vande Bharat Express project.SHOW NOTES(00:00) The Take(03:24) Stories Of The Day(04:12) Stock Markets continue to trade in tight range, await fresh global triggers(06:23) A lithium factory catches fire in Korea even as lithium demand continues to fall(07:47) The good and bad news of a front running investigation(10:44) Could food inflation come down thanks to lower edible prices?(13:39) India’s tryst with high speed trains: understanding what they mean and where they are headedListeners! We await your feedback....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 323 of The Core Report, financial journalist Govindraj Ethiraj talks to Sehul Bhatt, Director Research of CRISIL Market Intelligence and Analytics as well as Sandeep Jain, President of the Federation of Indian Micro and Small & Medium Enterprises (FISME).SHOW NOTES(00:00) The Take(02:30) Stories Of The Day(03:14) Markets hold on highs, global cues to drive new levels.(05:34) New GST announcements once again expose the regulatory complexity(06:35) India is importing steel for the first time in many years, why and how this impacts local industry(15:54) For India’s Essar Group, its never say never in steel(17:37) India’s small enterprises want a piece of the PLI cake to drive jobs and manufacturing growthListeners! We await your feedback....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