The Core Report

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to CEO of Orb Energy Damian Miller about his experience working in Shell's solar operations, the dramatic cost decline of solar technology since 2006, the story behind Shell Solar’s first branch and installation in North Karnataka, the shift from off-grid to on-grid solar systems, the surge of rooftop solar installations across India and much more.About Damian Miller Damian Miller's career in solar began in 1998 when he joined Shell Solar out of Cambridge. He played a key role in bringing solar solutions to emerging markets like India, Sri Lanka, Philippines, China and Indonesia. Over his 8 years at Shell Solar, his team oversaw the sale and installation of more than 100,000 solar home systems by 2005.In 2006, Shell decided to exit the solar business. Recognizing the vast potential of India's burgeoning solar market, Damian Miller saw an opportunity. He co-founded Orb Energy in late 2006 with his colleague from Shell Solar, NP Ramesh. The company secured an initial seed funding of USD 2.5 million to launch its operations in India.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 321 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for FX and Interest Rates at Kotak Securities as well as Kapil Kaul, CEO of CAPA India.SHOW NOTES(00:00) The Take: Indians(04:00) Stories Of The Day(04:41) Markets gain steam again(06:46) Rupee hits an all time low, why that is happening despite inflows(12:14) Risk at acceptable levels, says RBI Gov(15:19) Why India’s aviation sector will remain one of the hottest in the worldListeners! 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 320 of The Core Report, financial journalist Govindraj Ethiraj talks to Paras Jasrai, senior analyst at India Ratings & Research (A Fitch Group Company), Prashant Vasisht, Senior Vice President and Co-Group Head, Corporate Ratings, ICRA as well as G Haribabu, president of the National Real Estate Development Council (NAREDCO).SHOW NOTES(00:00) The Take(02:21) Stories Of The Day(03:05) Stock markets stay near highs, why the action is shifting to debt flows(06:28) Heatwaves are on, understanding the impact on inflation(11:13) India’s dream run with discounted Russian oil is ending and what that means(18:00) Why tenants across India are refusing to let out some 10 million homes, leading to supply distortionsListeners! 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 319 of The Core Report, financial journalist Govindraj Ethiraj talks to Victor Vanya, director and co-founder of EMA (Energy Market Analytics) Solutions as well as Dr Nilanjan Ghosh, Director at the Observer Research Foundation (ORF) in IndiaSHOW NOTES(00:00) Opening Thoughts(03:37) Stories Of The Day(04:21) Markets capitalisation crosses $5.2 trillion as indices stay at all time highs(06:49) The RBI admits helplessness on inflation(09:12) The amazing story of how India actually has surplus power during the day and deficit during nights(18:43) India’s consumers are spending less and yet, GDP is at 8.2%. Decoding the meaning and impact(29:46) Why the UK may not cut interest rates thanks to Taylor SwiftListeners! 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 318 of The Core Report, financial journalist Govindraj Ethiraj takes you through the latest in business news.SHOW NOTES(00:00) Stories Of The Day(02:17) Markets are at record highs but the foundation is likely to stay weak.(04:16) India may lower personal tax rates in categories to boost consumption(06:45) Monsoons are now showing a 20% deficiency, a worrying sign(08:16) Hyundai parent stock hits record high on news of listing of Indian arm(09:40) Logjam at ports are set to worsen, driving up container rates and delaysFor 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 317 of The Core Report, financial journalist Govindraj Ethiraj talks to author and veteran economic journalist, Shankkar Aiyar.SHOW NOTES(00:00) Stories Of The Day(07:24) Fresh bull case for India from Morgan Stanley(10:43) Why Wall Street is feeling nervous(13:22) Hyundai files for mega India IPO, why this is more than just an IPO story(16:05) Solving for India’s jobs and manufacturing gaps: New ideas and triggers(26:17) Panama Canal to start allowing more ships even as Suez sees pressure(29:31) Bubble gum sales last peaked in 2011, can Mars Wrigley change habits?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

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Rajesh Gupta, Managing Director of Recyclekaro, about the technical processes of extracting precious and toxic metals from electronic waste, the logistics behind e-waste collection, the importance of recycling lithium-ion batteries and much more.ABOUT RAJESH GUPTARajesh Gupta is Managing Director at Recyclekaro, where he oversees its operations, strategy, and growth. Recyclekaro has a processing facility in Mumbai with a capacity of recycling 7500 MT of e-waste and 14,000 MT of lithium ion batteries annually. They also manage the collection network, which has more than 1,200 touch points across India, serving corporate clients, schools and colleges, government institutions, and residential neighbourhoods. 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 315 of The Core Report, financial journalist Govindraj Ethiraj talks to senior economist Dr Brinda Jagirdar.SHOW NOTES(00:00) Stories Of The Day(02:07) Markets hit record highs amidst volatile trade, flat run ahead(03:46) Is India pulling away from the global interest rate cutting cycle?(11:32) Nirmala Sitharaman set to be Finance Minister again(12:30) Auto sales fall sharply in May(13:50) Surprise! Gold is getting more difficult to find and mineFor 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 314 of The Core Report, financial journalist Govindraj Ethiraj takes you through the top business stories of the day. We also feature an excerpt featuring DK Joshi, chief economist at CRISIL, from a recent weekend edition panel discussion on India’s economic agenda.SHOW NOTES(00:00) Stories Of The Day(03:05) Friday sees 1,600 point jump as markets settle down to new order, set to stabilise further(05:38) India’s medium term growth targets, revisiting them in the context of a new Government(12:55) China slows down on buying gold, will that affect prices?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

This week on The Core Report: Weekend Edition, join financial journalist Govindraj Ethiraj as he dissects the short-term economic challenges and opportunities facing the nation after the 2024 elections, specifically: growth projections with D K Joshi (Chief Economist at CRISIL), the impact of demonetization, GST, and COVID-19 on small businesses with Yamini Aiyar (visiting senior fellow at Brown University), and the future of IT jobs in the age of generative AI with Shankkar Aiyar (political economy analyst and author).About Dharmakirti Joshi Dharmakirti Joshi is currently the Chief Economist at CRISIL-An S&P Global Company. With over 34 years of experience in economic research and consultancy, his career began in NCAER where he spent 11 years.About Yamini Aiyar Yamini Aiyar was the President and Chief Executive of the Centre for Policy Research. In 2008, she founded the Accountability Initiative at CPR, which is credited with pioneering one of India’s largest expenditure-tracking surveys for elementary education.About Shankkar Aiyar Aiyar is a prominent India-based political economy analyst, columnist and author. His path-breaking book Accidental India: A History of the Nation’s Passage through Crisis and Change has fetched him national acclaim as a public intellectual.The Core Report: Weekend Edition (Episode 313) on YoutubeFor 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