The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Ashish Pherwani, Partner and Media & Entertainment Leader, EY India.SHOW NOTES(00:00) Stories Of The Day(01:00) Equity markets weak but bond markets get a Bloomberg index boost.(05:52) RBI actions reveal systemic excesses as it cracks down again, this time on JM Financial.(09:15) Increase in world trade and ecommerce shipments lead to spikes in Air Cargo movements.(10:15) Digital advertising overtakes traditional advertising in India for first time, at 51%. (20:34) Is Tesla going to Thailand?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 today’s episode, financial journalist Govindraj Ethiraj talks to Tamal Bandyopadhyay, veteran commentator on banking issues and columnist with Business Standard.SHOW NOTES(00:00) Stories Of The Day(01:00) World markets hit highs again, India joins the party with smaller steps.(03:26) Moody’s catches up, ups India GDP projections(05:35) India ships crude from big find in Krishna Godavari basin.(06:50) 26 years after launching its first car, Tata Motors to demerge passenger cars from parent commercial vehicles.(11:23) RBI cracks down again, this time on IIFL’s gold loans business.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 today’s episode, financial journalist Govindraj Ethiraj talks to Gulam Zia, Executive Director at Knight Frank as well as New Indian Express columnist and well known economic journalist Shankkar Aiyar.SHOW NOTES(00:00) Stories Of The Day(00:50) Holiday trading takes markets to new highs, sustaining might be tough(02:54) India’s wealthier are growing faster than elsewhere in world(09:46) Latest GDP numbers have caused some head scratching. What should one really focus on?(18:44) A $1 billion gift that ought to inspire manyFor 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 edition of The Core Report: Weekend Edition hosted by Financial Journalist Govindraj Ethiraj, join us for an engaging discussion with Sanjeev Krishan, Chairperson of PwC in India, as we delve into the critical role of independent directors in companies. Are board directors truly active, alert, or responsive? Krishan emphasizes the necessity of diversity within boards, highlighting it as a top priority. He also sheds light on CII guidelines aimed at providing a security net for board directors, especially in light of adverse tax regulations.Sanjeev Krishan is PwC India's Chairperson, and has been with the firm for 30 years, having joined in 1991 as an articled trainee. He became a partner in 2006 and has successfully led the firm’s Transactions, Private Equity and Deals business over the years, getting the firm to a pre-eminent position amongst its Private Equity clients and their investee companies.Mr. Krishan has served in diverse leadership and client service roles and has extensive India and overseas experience in Deals work across a range of sectors, such as technology, consumer and industrial products. Among his prior roles, he was a member of the team that set up the Transaction Services practice in India, and has spearheaded the relationship with most global private equity funds, personally looking to raise the firm’s focus on numerous funds. Mr. Krishan did a brief stint with PwC Sweden as part of an International Exchange programme, where he worked with several Private Equity funds and Corporate clients, mostly on cross-border deals.For more of our coverage check out thecore.inThe Core Report: Weekend Edition ft Sanjeev Krishan (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 Vivek Kumar of QuantEco Research as well as Rama Bijapurkar, consultant on all things consumer markets and director on boards of leading companies.SHOW NOTES(00:00) Stories Of The Day(04:12) High tax collections, base effect takes India Q3 GDP to 8.4%, beats all estimates.(14:23) Tata’s lead Rs 126,000 crore worth semiconductor projects to kick off in next 100 days.(15:47) India’s electronics exports to the US, as a ratio of China’s, tripled last year. (17:21) Are Indian companies giving up on mass market products too soon in shift to premiumisation?(25:56) Why Hong Kong has had the world’s worst-performing major stock market in a quarter of a century.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 today’s episode, financial journalist Govindraj Ethiraj talks to Captain Sam Thomas, President of the Airline Pilots Association of India as well as Manisha Kapoor, CEO of Advertising Standards Council of India.SHOW NOTES(00:00) Stories Of The Day(01:00) Indian markets spooked by regulatory focus on small cap stocks.(04:40) Reliance & Disney firm up joint venture valued at $8.5 billion(06:37) More weight loss drugs on the way as Eli Lilly follows Novo Nordisk.(09:05) 2023 was the safest year for flying but are Indian pilots in good shape?(19:56) Apple scraps car projects, moves staff to generative AI projects.(20:58) Patanjali ads and their claimsFor 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 ICICI Securities equity strategist Vinod Karki as well as TK Arun, senior economic journalist and columnist.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets recover, await economic data(02:55) India’s financial regulators increasingly wary of market risks (05:15) How company promoters were the largest sellers of their holdings in the last year(18:10) India’s purchasing power is low, how much so is the question(26:38) Pharma MNCs are exiting the Indian market but increasing bets on Indian talentFor 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 Sunil Nanda, a recognised industry expert in computer architecture and VLSI design (and who also started up the India Design Centre for NVidia in Bangalore in 2004) as well as Govind Iyer, board member at Infosys and chairman of Social Ventures Partners India.  SHOW NOTES(00:00) Stories Of The Day(00:50) Markets search for signals and direction. What will they be?(02:24) Oil prices are down again(03:05) Two companies, both over 75 years old prepare for a fresh battle, in paints. (06:27) India’s Chip plans and why NVidia Chips are special.(21:30) How Indian businesses have tens of thousands of crores of unspent money for social projects.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 today’s episode, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director of Business Standard.SHOW NOTES(00:00) Stories Of The Day(03:29) Brokerages are bullish on India but downgrades on leading sectors like banking have started.(09:17) Indian oil refiners are facing dwindling margins as the cost of crude goes up.(10:58) Government releases household consumption data after more than a decade, spending on food is down.(17:51) Is the Government going to be in the business of doing business?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 today’s episode, financial journalist Govindraj Ethiraj talks to Kumar Rajagopalan, CEO of the Retailers Association of India (based in Mumbai).SHOW NOTES(00:00) Stories Of The Day(01:00) Sustained bullishness drives stockmarkets to fresh records. Will it rise further?(02:37) Japanese markets hit a 34-year high, what it means for India.(04:54) Reserve Bank joins major central banks in ruling out early interest rate cuts.(06:07) Why recovery is slow after Indian retail’s blowout year in 2022.(18:11) The world’s hottest stock gets hotter. Can AI get bigger?(19:01) Will Birla’s Opus Take On Asian Paints?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