The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to veteran economic journalist and New Indian Express columnist Shankkar Aiyar.SHOW NOTES(00:00) Stories Of The Day(01:00) Indian Stock Markets Are Idling At A Turning Point(03:48) Foreign Institutional Investors Are Back With A Bang(07:28) India Makes Fresh Pitch To Tesla, Might Be Late Though(11:54) Iron Ore Prices Are Falling, Copper Is Rising Now(13:32) What Is The Most Important Economic Issue Facing Some 970 Million Voters As India Goes To Polls On April 19(25:04) The Inherent Conflict Of Indian Promoters Buying Electoral BondsFor 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 this episode of the Core Report's Weekend Edition, we dive into the world of LNG (Liquefied Natural Gas) trucking and its potential to revolutionize sustainable transportation. Financial journalist Govindraj Ethiraj talks to Anand Mimani, the founder of GreenLine, a company focused on decarbonising road logistics through LNG-powered trucks, joins the conversation to shed light on this exciting development. Through this conversation you'll learn about the advantages of LNG trucks (Environmentally Friendly, cost-effective and energy efficiency), GreenLine's current coverage and scale, and more technical aspects of LNG trucks (Payload capacity and Engine conversion). Watch the full episode to delve deeper into the world of LNG trucks and their potential to reshape the future of sustainable logistics!For more of our coverage check out thecore.inThe Core Report: Weekend Edition ft Anand Mimani (Video)--Support the Core Report--Head to www.indiaenergyweek.comJoin 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 Sneha Poddar, AVP Research, Broking and Distribution at Motilal Oswal Financial Services as well as Anil Matai, former CEO of Pharmaceuticals at Novartis India, Former Managing Director at Zydus Healthcare and current Director General of the OPPI (Organisation of Pharmaceutical Producers of India).SHOW NOTES(00:00) Stories Of The Day(01:00) Stockmarkets Recover, More Experts Are Advising Caution On Midcaps.(08:19) Fitch Ratings Raises India Growth Forecast To 7% For Next Year.(09:32) Russia’s Oil Revenues Fall As India Pulls Back(10:44) India Cuts Petrol, Diesel Prices By Rs 2(11:09) Ranjit Shahani, Former Novartis Vice Chairman, Whose Life And Times Tracked India’s MNC Pharmaceutical IndustryFor 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 G Chokkalingam, Founder of Equinomics Research as well as Peter McGuire, the Australia CEO of trading firm XM.com.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Plunge On Overall Shakiness(02:17) Overseas Companies Reduce Stakes In Local Subsidiaries And Investments, ITC Parent BAT Kicks Off(12:59) Are Sebi And RBI Too Soon Or Too Late In Responding(17:55) Morgan Stanley Says Its A 2000s Like Feeling With Stage Set For A Private Investment Boom(19:32) Gold And Bitcoin. How Two Totally Divergent Asset Classes Are Zooming Away(25:35) Luxury Brands Pile On To Big Leases In 2023 As Demand RisesFor 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 Madhavi Arora, lead economist at Mumbai-based Emkay Global Financial Services as well as Pushan Sharma, Director at CRISIL Research.SHOW NOTES(00:00) Stories Of The Day(00:50) Markets Are Weak In The Middle As They Grapple With Regulatory Overhang On Small Caps(03:25) Inflation Eases Off In February, Outlook Steady(10:53) The Interesting Contrast Between Vegetarian And Non Vegetarian Food(19:53) OPEC Sticks To Growth Forecast For Oil Demand(22:19) Car Sales Hit Record High 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

On today’s episode, financial journalist Govindraj Ethiraj talks to Anuj Gupta, Head of Commodities and Currencies at HDFC Securities as well as Sheetal Sapale, VP Commercial at Pharmarack.SHOW NOTES(00:00) Stories Of The Day(00:50) Markets Shift Worldwide, India Could Stay Weak(02:24) Gold Is Holding Highs Of Last Week, Could It Rise Further?(07:14) Market Regulator Says They Are Tracking Manipulation As They Stay Committed To Fight The Froth(09:26) Adani Acknowledges Hindenburg’s Contribution To Change In Strategy(10:58) Popular Medications Have Dozens Of Variations. Why Companies Love ThemFor 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 Mridula Ramesh, award-winning author of the critically acclaimed The Climate Solution and Watershed, and the founder of Sundaram Climate Institute, which focuses on waste and water solutions.SHOW NOTES(00:00) Stories Of The Day(01:00) Wall Street’s breather on Friday could extend to Dalal Street Today(03:24) Gold prices race away, demand falls in big markets like Dubai(06:23) Swiss watches and chocolates will be cheaper in coming years as India signs new FTA(08:13) It’s official, Tesla will not get special treatment for an India entry(10:58) Bangalore’s water crisis, why businesses have to wake up(21:55) It's not just AI Chips that are flying off the shelvesFor 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

Tracking the Indian consumer has been a perplexing task for many marketers and research firms through the decades. Getting this right means success for so many brands offering products and services. The market, however, continues to evolve with a gradual rise in income levels. How does one keep track?Financial Journalist Govindraj Ethiraj talks to acclaimed Indian author Rama Bijapurkar to delve into her new book ‘Lilliput Land: How Small is Driving India’s Mega Consumption Story.’ In it, she dismisses the simplistic view of the Indian demographic and embraces all the complexities and opportunities that new India has to offer. One of the largest consumer markets in the world, India is made up of lots and lots of small consumers-- each earning and spending just a little bit that adds up to a lot. It is served by millions of small suppliers oozing innovation and customer intimacy, and is powered by digital infrastructure that does billions of unique and small transactions every day.About Rama BijapurkarRama Bijapurkar is a business adviser, independent director on boards of blue-chip corporate and academic institutions, researcher, and academic. She describes her work as ‘bringing the “people view” to business strategy and public policy’. She has also authored other influential books on Consumer India—We Are Like That Only: Understanding the Logic of Consumer India (2007) and A Never-Before World: Tracking the Evolution of Consumer India (2013).For more of our coverage check out thecore.inThe Core Report: Weekend Edition ft Rama Bijapurkar (Video)--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, we feature an excerpt from our upcoming weekend edition which features financial journalist Govindraj Ethiraj in conversation with Rama Bijapurka.SHOW NOTES(00:00) Stories Of The Day(01:00) Gold continues its run, hits fresh high in anticipation of interest rate cuts.(03:46) RBI & SEBI move in concert in near and rare co-ordinated actions.(06:20) Passenger vehicle sales continue to surge. (07:27) What the RBI Governor thinks of Ferraris.(09:22) More airports coming in India, global air traffic up 17% in January.(13:09) Breaking down the old rural-urban consumer divide with Rama BijapurkarFor 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 CRISIL Chief Economist Dharmakirti Joshi.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets search for new asset classes to pile in, equities and gold hit record high(04:16) India leans on oil refiners to push rupee denominated trade.(05:51) Rating agency CRISIL predicts doubling of per capita income to $4,500 in 7 years.(15:02) RBI Governor now bats for 8% GDP growth for this year, see why.(16:20) Banks asked to let consumers choose Visa, Mastercard or other networksFor 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