The Core Report

On Episode 302 of The Core Report, financial journalist Govindraj Ethiraj talks to Manisha Kapoor, CEO and Secretary General at the Advertising Standards Council of India (ASCI) as well as Captain Amit Singh, an active Airbus A320 pilot and also founder of Delhi-based Safety Matters Foundation.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets sailing away, six more trading sessions(05:08) The man who predicted Dow hitting 40,000 in 2016 and India’s own Rakesh Jhunjhunwala predicting Nifty at 100,000 in 2030(07:29) Betting apps, the new breed of misleading advertisements going for your wallet(16:01) Singapore Airlines Incident: Could Climate Change Increase Chances of Air Turbulence? An Active Pilot’s ViewFor 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 Chats with Mohandas Pai, renowned Indian businessman and philanthropist, for a deep dive into the world of venture capital funding. The conversation delves into a decade of VC funding trends, with a specific focus on the recent news of board member departures at Byju's, a major Indian tech company. Pai, a former board member at Infosys, sheds light on the evolving role of young board members in startups. While their fresh perspectives are valuable, Pai emphasizes the importance of independent directors and robust governance structures for long-term company growth.About T.V. Mohandas Pai Mohandas Pai joined Infosys in 1994 and served as a member of the Board from May 2000 till July 2011. He was the company's CFO from 1994 till 2006. In 2006, he voluntarily resigned from the office of the CFO to lead efforts in the areas of human resources education and research. The Infosys Annual Report, under his supervision, has won the top awards consistently from the Institute of Chartered Accountants and the South Asian Federation of Accountants.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 300 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Hota, vice president, head of research at Sharekhan as well as Ayaz Memon, veteran cricket and sports journalist.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets hit all time highs again as confidence returns(03:40) How will domestic institutional investors play the peaks?(16:00) Indigo results reflect growth in one of the world's hottest aviation markets(17:25) 7,000 IIT students without placements. Why is this number rising?(18:46) 72 matches later, IPL season set to end on Sunday with finals 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 299 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, veteran market analyst and founder of Equinomics Research as well as Rafeeque Ahmed, chairman of the Farida Group.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets are holding higher, valuation fears spread.(03:54) Why you should worry about price to earnings ratios(15:42) RBI transfers 2.1 lakh crore to Govt, much more than expected(17:37) Indians are blowing more money travelling overseas, despite more restrictions.(19:03) Order books for India’s exporters have jumped in recent months. What is driving this?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 298 of The Core Report, financial journalist Govindraj Ethiraj talks to Tejas Gandhi, Secretary of The Federation of Indian Spice Stakeholders (FISS) as well as Arun Anandagiri, co-founder and group editor at Taxsutra.SHOW NOTES(00:00) Stories Of The Day(01:19) The $5 trillion mark finally arrives, what’s next?(02:53) The tug of war between institutional and retail investors(06:44) Oil imports from Russia hit 9-month high, government wants public and private refiners to gang up for better prices(08:23) India is holding on steel import tariffs even as several Latin American nations have hiked tariffs to fend off cheap Chinese exports(10:05) India’s spice exports controversy, why is it dragging on?(19:35) Heatwaves are rising and so are the threats to lives and livelihood(21:06) Dubai Airport is set for over 90 million passengers this year(21:48) An exit poll by independent journalists highlights jobs and income as key issues in their voting decisionFor 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 297 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Alok Aggarwal, CEO and chief data scientist at Scry AI and author of “The Fourth Industrial Revolution and 100 Years of AI (1950-2050)”.SHOW NOTES(00:00) Stories Of The Day(01:10) Conflicting signals from the stock markets, what should you believe?(03:04) Some 14 major world markets are at all time highs, not just India. Why does that matter?(05:13) Inclusion in Bond Index not enough for foreign flows into debt, Moody’s.(07:20) Indian banks are having the best time in history.(08:59) Exclusive: The real numbers on how India could see more AI jobs being created rather than lost(24:14) Elon Musk is in Asia but skips India again, lands in Bali to launch Starlink.Subscribe to How India's Economy Works with Puja MehraFor 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 sits down with Ajay Srivastava, founder of the Global Trade Research Initiative. They talk about the critical aspects of India's trade strategy, optimising exports, the ideal export-to-GDP ratio, the challenges and opportunities in industries like toys and garments, China's success in attracting manufacturers and much more.ABOUT AJAY SRIVASTAVAMr. Srivastava is a former Indian Trade Service officer, having served with distinction since the 1989 batch. During his tenure, he played a pivotal role on India's WTO and FTA negotiating teams, showcasing his profound understanding of trade policy. His expertise extends beyond policy, encompassing trade data analytics, the intricacies of the Goods and Services Tax Act (GST), and information technology systems.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 295 of The Core Report, financial journalist Govindraj Ethiraj talks to Sugandha Sachdeva, founder of SS WealthStreet as well as Amit Prothi, the director general of the Coalition for Disaster Resilient Infrastructure (CDRI).SHOW NOTES(00:00) Stories Of The Day(01:00) Markets whipsaw, Dow Jones hits all time high(04:18) Silver is back in the reckoning, hits all time highs, where could it go next?(09:56) Steel companies want more tariffs on Chinese imports(11:41) Mahindra says it will invest in electric cars, Volkswagen says it is pulling back(14:15) Why businesses have to think of and invest in disaster resilienceSubscribe to How India's Economy Works with Puja MehraFor 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 294 of The Core Report, financial journalist Govindraj Ethiraj talks to Hetal Dalal, president and COO of Institutional Investor Advisory Services (IiAS).SHOW NOTES(00:00) Stories Of The Day(01:09) India’s rank in MSCI increases and why that will mean more flows(03:48) How foreign institutional investors are most pessimistic on India in over 12 years(06:13) Why oil prices could stay low this year thanks to soft global demand and mild weather in Europe(08:22) What should make more money, anonymous coding for global companies or selling your own brand of cars in global markets?(12:25) How Indian companies are not paying sufficient attention to churning their boards and putting off till last moment(22:07) Singapore’s new rockstar prime ministerRESOURCESIiAS Study - Independent Director Rotation: Losing institutional memorySubscribe to How India's Economy Works with Puja MehraFor 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 293 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, vice president commercial at Pharmarack.SHOW NOTES(00:00) Stories Of The Day(01:00) Peace returns to Dalal Street, for now(03:41) Wholesale inflation is at a 13 month high(05:04) Forget diamonds, it's all about copper now - how rising demand is triggering massive shifts in the mining industry.(06:56) In India’s pharmaceutical industry, there are no friends and there are no enemies either(18:01) Ford is now losing $100,000 per electric car(19:27) How China’s international air traffic is still 70% of pre-pandemic levelsSubscribe to How India's Economy Works with Puja MehraFor 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