The Core Report

On Episode 312 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as Viktor Vanya, director and co-founder of energy analytics company EMA Solutions.SHOW NOTES(00:00) Stories Of The Day(03:43) Markets regain more ground, set to stabilise further.(12:49) Oil prices edge up after Saudi minister says they might hold back on supply increases(13:25) Sharp spikes in prices of tomato, potato and onions push up food costs again(16:09) Demand for LNG is spiking as more gas based power plants start firing up to meet power shortagesFor more of our coverage check out thecore.inCheck out Puja Mehra's book The Lost Decade (2008-18): How India's Growth Story Devolved into Growth Without a Story--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 311 of The Core Report, financial journalist Govindraj Ethiraj talks to Nitin Gupta, senior research analyst at Emkay Global Financial Services, Jigar Pandit, head of commodities at Sharekhan by BNP Paribas as well as Puja Mehra, economic journalist and author.SHOW NOTES(00:00) Stories Of The Day(02:55) The markets jump 3% as the NDA government gets set to rule for another term. Markets set to stabilise further(06:56) Shifting themes within the markets: why consumer goods stocks are doing well even as capital goods stocks slide(15:31) Gold and silver are edging up again, where do they stand at times like this?(20:47) The major economic imperatives for India and a new Government, looking back, looking forward(28:04) Delhi’s Hindon Airport gets more airlines including the first major oneFor more of our coverage check out thecore.inCheck out Puja Mehra's book The Lost Decade (2008-18): How India's Growth Story Devolved into Growth Without a Story --Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 310 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, managing director of DRChoksey FinServ, Dipen Mehta, founder director at Elixir Equities as well as Viktor Katona, lead crude analyst at Vienna based energy intelligence firm Kpler.SHOW NOTES(00:00) Stories Of The Day(02:36) The stock markets fall close to 6% as BJP is forced into a coalition to govern(04:49) Why did the markets fall so much and what stocks led the fall?(12:22) As markets look beyond Modi stocks, what are the new investment themes going forward?(22:56) Oil prices are still falling, which is good news for India too. What is driving it and how long could it remain low?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 309 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, head of investment strategy and senior vice president at Geojit Financial Services.SHOW NOTES(00:00) Stories Of The Day(01:57) Markets set to rise in volatile trade on vote counting day(11:56) Oil prices fall further, now below $79(13:28) How India’s renewed plans for a manufacturing thrust could play out(15:10) Aviation goes places in 2024 with close to 5 billion travellers and $1 trillion in revenues projectedFor 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 308 of The Core Report, financial journalist Govindraj Ethiraj talks to Mihir Vora, chief investment officer of the recently launched Trust Mutual Fund as well as Vivek Kumar, economist at Mumbai-based QuantEco Research.SHOW NOTES(00:00) Stories Of The Day(01:48) Markets set to open gap up(11:34) Oil prices fall to around $81 a barrel even as major oil producers extend supply cuts(12:56) Rising commodity prices and impact of weather, major challenges before the new Government(15:44) Electric vehicle sales declined in India in May, perhaps for the first time(17:07) India’s GDP numbers surprised again but economists are now preferring to use Gross Value AddedFor 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

Financial journalist Govindraj Ethiraj talks to Naveen Ahlawat from Jindal Steel & Power Ltd. about green hydrogen, gasification projects, and carbon capture. They discuss producing green hydrogen for steel manufacturing, capturing CO2 for downstream chemicals, and the future of green hydrogen in the industry.

On Episode 306 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic journalist and author Shankkar Aiyar as well as Dipti Deshpande, principal economist at Crisil.SHOW NOTES(00:00) Stories Of The Day(01:09) Markets are back to feeling jittery, is talking up the market counter productive?(14:25) FDI into India slows down(15:29) Monsoons have arrived earlier, interpreting the economic impact(24:48) And now, orange juice prices hit record highs. Expect more mixed juices(26:34) Air Passenger demand now growing for 36 consecutive months says IATAFor 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 305 of The Core Report, financial journalist Govindraj Ethiraj talks to Sandip Bansal, associate director and senior portfolio manager, ASK Investment Managers as well as Anumita Roychowdhury, executive director at Centre for Science and Environment, India.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets slide again, three trading days to go.(03:05) How does one pick stocks or themes in a heated market?(13:16) S&P revises India ratings outlook to positive(18:40) Air Cargo continues to grow globally, reflecting economic upturn(19:41) Heatwaves are slamming cities across India, Delhi hits all time high of 52.3 C. How should we be responding?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 304 of The Core Report, financial journalist Govindraj Ethiraj talks to London-based Arvind Chari, chief investment officer, Q India (UK) Ltd as well as Dr Viranchi Shah, national president of the Indian Drug Manufacturers Association (IDMA).SHOW NOTES(00:00) Stories Of The Day(01:09) Investors are increasing long positions ahead of Election Results(04:50) Foreign investors are looking at Indian debt differently from equity right now and amping up investments(14:39) Indian drug makers have a strong year ahead with increase imports from countries like United States(25:06) Toyota sticks to hybrid bet(27:18) Weight loss drug sales projected to go from $24 billion last year to $138 billion in 2028 or in four years timeFor 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 303 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist of rating agency ICRA as well as Ashok Sreenivas, group coordinator at the Prayas (Energy Group).SHOW NOTES(00:00) Stories Of The Day(00:50) Markets swing again with 5 trading sessions to go for election results(01:54) How Japan & India are both China + 1 investment destinations(03:18) India's economy slowed down in the last quarter, what does it mean for the next?(11:23) India’s power demand is surging and usage patterns are shifting, is there enough supply?(19:09) Crime pays but cybercrime pays moreFor 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