The Core Report

The Core
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Apr 12, 2024 • 19min

#267 Indian Markets Could Be Subdued On Mixed US Inflation Signals

On Episode 267 of The Core Report, financial journalist Govindraj Ethiraj brings you the latest in Business and Market news. We also feature an excerpt from the recent The Core Report: Weekend Edition featuring Ravi Kant, former CEO and Vice Chairman of Tata Motors.SHOW NOTES(00:00) Stories Of The Day(01:00) Indian Markets Could Be Subdued On Mixed US Inflation Signals(02:56) Crude Oil Prices Fall, Balance Between High US Inflation Data And Increased Middle East Tensions(05:08) Goldman Sachs And Morgan Stanley Raise China Outlook(07:02) Tesla’s Likely Investment Announcement Comes Bang In Election Season(09:43) The Link Between Infrastructure & New Products Innovations, The Ace Story(15:01) The Cobweb Effect In Economics, From Tomato In India To Cocoa In AfricaFor 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
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Apr 11, 2024 • 20min

#266 Markets Above 75000, Close To $5 Trillion Market Cap

On Episode 266 of The Core Report, financial journalist Govindraj Ethiraj talks to Ricky Thaper, treasurer of the Poultry Federation of India.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Above 75000, Close To $5 Trillion Market Cap(03:06) Gold Prices Rise Further, So Does Smuggling All Over. Why Import Duties Should Be Cut(06:46) Hang Seng Rises Over 20% To Enter A Technical Bull Market. China Manufacturing Is On The Upswing(09:00) That Awful Deja Vu Moment At Air India When Unions Return To Flex Their Muscles(11:48) Why The Cost Of Chicken Could Go Up DramaticallyFor 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
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Apr 10, 2024 • 21min

#265 Stock Markets Hit 75000, Driven By Strong Undertone

On Episode 265 of The Core Report, financial journalist Govindraj Ethiraj talks to aviation expert Kapil Kaul, CEO of CAPA India.SHOW NOTES(00:00) Stories Of The Day(01:00) Stock Markets Hit 75000, Driven By Strong Undertone, Investors Could Book More Profits(03:06) Normal Monsoon Ahead, Private Weather Forecaster Skymet Says(04:28) Have Capital, Will Go To The Moon. How Indian Companies Planned Clueless Global Forays In The Venture Boom And Are Now Pulling Back(07:08) Record Air Passenger Traffic Expected This Summer, How Is The Industry Gearing Up?(17:01) March Was The Warmest Month On RecordFor 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
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Apr 9, 2024 • 30min

#264 Markets Hit New Highs And Break Records On Global Cues

On Episode 264 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, President, Solvent Extractors Association (SEA) and Chairman of the Asian Palm Oil Alliance (and Chairman of Sri Renuka Sugars) as well as Rahul Jain, Vice President at Dolat Capital and IT industry analyst.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Hit New Highs And Break Records On Global Cues(03:11) How Wall Street Is Bracing For No Interest Rate Cuts At All(04:53) Gold Prices Hit Fresh Records As Central Banks Step Up Buying, Now Silver Follows(07:08) Low Cooking Oil And Sugar Prices Are Keeping Inflation Down. Diving Into The Mechanics(19:16) Should CEO’s Be Closer To The Troops? Wipro Sees Another DepartureFor 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
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Apr 8, 2024 • 28min

#263 Markets Face Macro Headwinds In Another Holiday Shortened Week

On Episode 263 of The Core Report, financial journalist Govindraj Ethiraj talks to CRISIL Chief Economist Dharmakirti Joshi as well as Vivek Rathi, Director of Research at real estate consulting firm Knight Frank India.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Face Macro Headwinds In Another Holiday Shortened Week.(03:09) Why India Struggles With Food Inflation, Understanding The Tools And Response(14:54) Oil Holding Above $91 Is Not So Good News.(15:52) Tata Companies Claim Records In Steel Production To Air Conditioners(17:19) How Indonesia’s Supply Of Macbook Pro And Michelin Tires Are Running Out After Attempts To Impose Restrictions Backfires.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
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Apr 6, 2024 • 38min

#262 The Making of Tata Nano & Beyond with Ravi Kant, Former CEO of Tata Motors

This episode of The Core Report: Weekend Edition features a discussion with Ravi Kant, former CEO and Vice Chairman of Tata Motors. Financial Journalist Govindraj Ethiraj sits down with Mr. Kant to delve into the journey of Tata Motors, from household name to global giant. They talk about the creation of the Tata Nano, successes and challenges of the Nano project, Mr. Kant's role in Tata Motors' acquisitions, including Daewoo Trucks (Korea) and Jaguar Land Rover, his role in transforming companies, including Tata Motors, LML Vespa, Philips, and Titan. ABOUT RAVI KANTRavi Kant, a highly accomplished leader, played a key role in shaping Tata Motors into a global success story. During his tenure as CEO and Vice Chairman, he oversaw the creation of the iconic Nano car, a revolutionary low-cost vehicle for India.  His leadership extended beyond Tata Motors, with successful turnarounds at LML Vespa and Philips, and the creation of the renowned Titan brand. He is also known for his strategic acquisitions like Daewoo trucks and Jaguar Land Rover, solidifying Tata Motors' global presence.  Beyond business, Ravi Kant is a dedicated philanthropist and actively supports educational institutions. His new book Leading from the Back is a distillation of the collective experience and wisdom of Ravi Kant (former CEO, vice chairman, Tata Motors), Harry Paul (co-author of the bestseller FISH! A Proven Way to Boost Morale and Improve Results) and Ross Reck (co-author of The Win-Win Negotiator).For more of our coverage check out thecore.inThe Core Report: Weekend Edition ft Ravi Kant (Video)--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
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Apr 5, 2024 • 32min

#261 Markets Are Strong As Investors Search For New Themes

On Episode 261 of The Core Report, financial journalist Govindraj Ethiraj talks to Yashwant Deshmukh, Director and Founding Editor at CVoter as well as Sanjay Lazar, aviation consultant who has spent close to 38 years in Air India, including managing inflight crews.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Are Strong As Investors Search For New Themes(02:38) A Strong Dollar Is Knocking More Currencies Out, Rupee Hits Fresh Record Low(04:31) HDFC Bank Brings In Large Chunk Of Deposits, Brokerages Smile(07:14) What Do India’s First Time Voters Want, An Economic Lens(18:52) The Tata-Vistara Pilot Crisis, Understanding The Symptoms Of The Problem(29:57) Asia Pacific Passenger Demand Up 52% In February, Global Up 21%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
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Apr 4, 2024 • 23min

#260 The Markets Are Nearing A $5 Trillion Market Capitalisation

On Episode 260 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder of Equinomics Research as well as Prathamesh Mallya, Deputy Vice President - Research, Commodities and Currencies at Angel One.SHOW NOTES(00:00) Stories Of The Day(01:00) The Markets Are In Striking Distance Of $5 Trillion Market Capitalisation(08:13) Oil Price Rise A Concern, Says Top Indian Energy Bureaucrat, As Crude Inches Close To $90 A Barrel(09:41) Gold Prices Are Being Dragged Upwards And Why The Rise Could Continue(18:56) Why Tatas Should Fix Air India Before Merging With Vistara(20:52) 30% Jump In Passenger Aircraft Capacity Leads To Spike In Global Air Cargo As Well, Double Digits For Third Month In FebruaryFor 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
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Apr 3, 2024 • 28min

#259 India’s Manufacturing Touches Highest Level In 16 Years

On today’s episode, financial journalist Govindraj Ethiraj talks to Teresa John, Deputy Head Of Research and Lead Economist with Nirmal Bang Financial Services as well as Madan Sabnavis, Chief Economist at Bank Of Baroda Research.SHOW NOTES(00:00) Stories Of The Day(02:26) Investors Have Begun Switching Out Of India Into China(06:36) Heat Waves Could Hurt The Economy In More Ways Than One, Including Inflation(10:27) India’s Manufacturing Touches Highest Level In 16 Years(11:39) Investment Intentions Are High, How Much Is Getting Converted And How Airlines Are Leading Most Of It(22:29) Why Indian Airlines Struggle When Faced With CrisisFor 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
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Apr 2, 2024 • 28min

#258 Markets Start Strong In New Financial Year

On today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Rotti, founder of Bangalore-based tax strategy and advisory firm Tax Compass as well as Somasekhar Vemuri, Senior Director at CRISIL.SHOW NOTES(00:00) Stories Of The Day(01:29) Markets Start Strong In New Financial Year, Await Earnings Season.(04:04) The Magnificient Seven Becomes The Fabulous Four. Lessons From Wall Street.(07:21) China Is Buying Up Gold And Determining Global Prices.(09:43) The Auto Sector Continues To Grow And With It, The Economy.(10:35) Infosys Gets A Rs 6,200 Crore Refund Notice From The Tax Man. Decoding Its Significance.(17:56) Indian Companies Are Reporting Better Credit Profiles, What Does That Mean?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

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