The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Ashok Bhattacharya, Editorial Director of The Business Standard.SHOW NOTES(00:00) Stories Of The Day(01:09) The Last Financial Year Was A Blockbuster Year For Stock Markets. Can The Coming Year Repeat It? (07:48) US Federal Reserve Holds Out Again On Interest Rates(11:24) State Budgets Are Bigger Than India’s Federal, Yet Few Pay Attention(20:01) There Are So Many Lending Apps, Including Fake, That RBI Is Setting Up A New Agency To Monitor Them(21:45) India’s State Owned Energy Companies Step Up Renewable Thrust, Latest Is Battery ManufactureFor 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, Govindraj Ethiraj sits down with Aravind Melligeri, Chairman & CEO of Aequs Inc., to discuss the world of aerospace manufacturing in India. Aravind Melligeri shares his vision for Aequs Inc., including their recent expansion into toy manufacturing. You’ll learn about the intricacies and high barrier to entry of aerospace manufacturing, Aequs' efforts in establishing itself as a reliable partner well before the "China + 1" model gained traction, Aequs' strategic advantage in a globalised market, as well as Aravind Melligeri's inspiring journey from aerospace to toys, and his unique approach to contract manufacturing.About Aravind MelligeriAravind is a first-generation entrepreneur who has built India’s foremost vertically integrated aerospace manufacturing ecosystem over the last decade that drives scale & efficiency through co-located capabilities delivering end-to-end value streams.Driven by a vision to transform India into a global manufacturing hub, his laser-sharp focus has helped him create long-term value through innovative strategies leading India to increase in-country value add and gain a competitive advantage. His passion for building economic engines for India’s future led to Aequs’ diversification into the consumer vertical in 2016. Today, Aequs is at the helm of developing and building India’s first 400-acre toy manufacturing ecosystem in Koppal, Karnataka, and India’s first sector-specific Consumer Durable Goods Cluster in Hubballi.About AequsAequs is a diversified contract manufacturing company providing vertically integrated product solutions across the Aerospace and Consumer Goods industries.  By leveraging its manufacturing ecosystems, Aequs reliably delivers supply chain efficiencies to its global customer base.  Aequs currently engages over 4,000 people and operates manufacturing facilities across India, France, and the United States.For more of our coverage check out thecore.inThe Core Report: Weekend Edition ft Aravind Melligeri (Video)--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as oil analyst Vandana Hari of Singapore-based Vanda Insights.SHOW NOTES(00:00) Stories Of The Day(01:00) Indian Markets Find Their Footing Again In Holiday Shortened Week(02:27) Goldman Sachs Says US Equities Are Fairly Valued, India Has Significant Upside Despite Rally(03:39) Mid Caps And Small Caps Are Bottoming Out, Is That Good News(10:01) Oil Prices Slide After A Break, Where Is It Headed Next?(18:13) A Bridge Collapse Exposes Supply Chain Fragilities AgainFor 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 today’s episode, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for Forex and Interest Rates at Kotak Securities.SHOW NOTES(00:00) Stories Of The Day(01:09) Low Liquidity Hits Major Markets In Holiday Shortened Week(08:04) India Forced To Switch To US Crude Oil As Sanctions On Russia Tighten(09:44) What Goes Down Must Go Up To, The China Factor At Work(12:34) Why Indian Banks’ Cost Of Capital Will Go Up(15:06) Mumbai Is Fastest Growing Billionaire Capital In The World(17:08) Adani Group Acquires Yet Another Port, This Time In Orissa(17:55) Can India Choose Between Subsidies For Manufacturing Semiconductors And Spending On Higher Education?(19:54) Why Chocolate Prices Will Rise, Global Coca Prices Hit New RecordsFor 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 today’s episode, financial journalist Govindraj Ethiraj talks to Ajit Dayal, founder of Quantum Advisors.SHOW NOTES(00:00) Stories Of The Day(01:09) Markets Search For Fresh Triggers, May Open On Backfoot(03:00) Foreign Direct Investment Into India Almost Halves In Last Year(04:18) The Global Chip Manufacturing War Is Intensifying, India’s Dilemma(09:37) Onion Exports Ban Have Been Extended, In Surprise Move(10:07) ICICI Securities Shareholders Are Fighting Back For Greater Share Of Parent ICICI Bank Stock In A Delisting MoveFor 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

In this Weekend Edition of The Core Report, Govindraj Ethiraj is in conversation with Matthew Harrington, Global President & COO at Edelman about the latest findings from the Edelman Trust Barometer. Is innovation building a better future, or eroding trust? This episode dives deep into how people around the world view innovation and its impact on trust in institutions. You'll learn about the changing trust dynamic in traditional and social media, why India stands out in global trust rankings, the link between economic well-being and trust, why businesses are seen as more trustworthy than governments, the growing importance of building trust with employees, how employee activism (like rising labor movements in the US) is impacting trust dynamics and many more insights.For more of our coverage check out thecore.inThe Core Report: Weekend Edition ft Matthew Harrington (Video)--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Jay Kale, Auto Industry Analyst and Senior Vice President at Elara Securities.SHOW NOTES(00:00) Stories Of The Day(01:09) Markets Zoom Up Once Again On Federal Reserve Moves, Why Infrastructure Stocks Are Hitting Record Highs(03:22) Gold Prices Rise Again To Fresh Highs(04:22) Accenture Cuts Growth Forecasts In A Move That Could Hit Indian It Stocks(06:28) A Host Of New Auto Investments Are Being Lined Up, From JSW To Tata Motors. How Much Will The Market Grow?(15:28) New Domestic Airports And International Destinations In India’s Summer Time TableFor 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 today’s episode, financial journalist Govindraj Ethiraj talks to Jigar Pandit, Head of Commodity & Currency Business at Sharekhan by BNP Paribas as well as Sangeeta Gupta, Chief Strategy Officer and Senior Vice President at Nasscom.SHOW NOTES(00:00) Stories Of The Day(01:09) Global Investors Now Promise Funds Will Flow After Elections(05:54) Buying Gold Gets Tough As Governments, Including India, Push Up Prices (13:51) India’s Billionaire Raj More Unequal Than British Raj, Inequality Lab Reports(15:14) The Big IT Industry Shifts That Will Determine 2024 Trends(26:19) Median Reservoir Levels Hide Distress in Southern StatesFor 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 today’s episode, financial journalist Govindraj Ethiraj talks to Harshvardan Dole, Oil Analyst and Vice President at IIFL (India Infoline Group) as well as Surendra Mehta, National Secretary of the Indian Bullion and Jewellers Association.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Fall 736 Points, Sensex Erases Most Of The Gains Of 2024(02:52) Japan Raises Interest Rates To Zero, Ending The Negative Interest Regime After 12 Years(05:06) Oil Heads Above $87 A Barrel And Why India’s Import Bill Is Rising(13:43) Retail Sales Of Gold Slow Sharply On Record High Prices(18:44) India Chokes Again, With 9 Of 10 World’s Most Polluted CitiesFor 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 today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Sahai, Director General and CEO of the Federation of Indian Export Organisations.SHOW NOTES(00:00) Stories Of The Day(01:00) Signs Of Exhaustion In Indian Markets As Slog Overs Begin(06:55) Oil Hits 4-Month High At $86 A Barrel(07:47) Payments Bank Is A Flawed Business Model, Says Former SBI Chairman(09:19) Tesla Gets Red Carpet, Vietnamese EV Company Could Walk On It First(11:58) Exports Spiked In February. Will It Sustain?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