The Core Report

On Episode 292 of The Core Report, financial journalist Govindraj Ethiraj talks to Somnath Mukherjee, CIO and senior managing partner at ASK Private Wealth as well as Manish Raj Singhania, president of the Federation of Automotive Dealers Associations.SHOW NOTES(00:00) Stories Of The Day(01:00) Stock markets go on a fresh roller coaster ride, set for a smoother ride for a few days.(02:59) Inflation levels are steady but vegetable inflation is not.(04:30) Emerging markets are looking good again after almost a decade and why India will benefit.(17:19) Car sales hit records in the last financial year, could this trend continue this year too?(25:33) India & Iran sign deal to manage terminal at Iranian port.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

On Episode 291 of The Core Report, financial journalist Govindraj Ethiraj talks to Karthik Ganesan, director research coordination at the Council For Energy, Environment and Water (CEEW) as well as Reji K. Joseph, associate professor at the Institute for Studies in Industrial Development (ISID).SHOW NOTES(00:00) Stories Of The Day(01:00) Indian markets stay paused, will they respond to global triggers this week?(04:12) India is staring at a big power deficit this summer. Will it hit power generation in cities like Mumbai and Delhi?(13:46) More countries join the semiconductor subsidy race, South Korea is set to join the party(15:12) Tech giants are investing billions of dollars in Southeast Asia that India should be fighting to pull(17:03) India’s worrying dependence on China’s dominance in pharmaceutical raw materialsSubscribe 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 talks to A. Balasubramanian, Managing Director and Chief Executive Officer for Aditya Birla Sun Life AMC Limited. They talk about investment strategies during market volatility, market lessons, asset allocation, risk management, managing mutual fund flows, investment trends in India and much more.About A. BalasubramanianMr. A. Balasubramanian is the CEO of Aditya Birla Sun Life AMC. He has over 3 decades of experience in the mutual fund industry. As CEO, he oversees INR 3 lakh crore in Assets Under Management. He is actively involved in philanthropic work.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 289 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, aviation consultant and Air India inflight veteran. We also feature an excerpt from our upcoming Weekend Edition interview with A. Balasubramanian, managing director and CEO of Aditya Birla Sun Life Asset ManagementSHOW NOTES(00:00) Stories Of The Day(00:50) Markets take a dive, political uncertainty a key factor(05:08) Why market volatility even at current levels is still low.(07:35) Luxury homes are selling out barely as they are announced, office rentals are rising(09:50) How the Tatas have inherited a full blown union problem after decadesSubscribe 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 288 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Velonie, senior director at CRISIL Ratings as well as Nitin Sarin, aviation legal expert and managing partner of Sarin & Co.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets flat as they brace for weeks of uncertainty(02:04) Oil prices slide below $82 a barrel, could they drop further?(02:39) Why only vegetarian thali prices are rising(04:36) Non bank finance companies are racing to find new sources of capital as banks tighten their wallets(14:55) Are grounded airlines doomed to stay that way?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

On Episode 287 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Pande, national co-head for digital risk and cyber, and national leader for digital trust financial services sector at KPMG in India.SHOW NOTES(00:00) Stories Of The Day(00:50) Indian market volatility is inching up, invest or hold?(03:59) Why the last 15 years of stock picking strategies will not help investors(08:08) India’s growing number of ghost malls(09:27) Growth vs load - Why some bank systems are failingSubscribe 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 286 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautam Kalia, senior vice president and head of the wealth management platform Super Investor at Sharekhan by BNP Paribas.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets flat as they weigh conflicting signals, could that be the presiding theme in coming days?(06:12) Well known NBFC IIFL Finance hit with liquidity crunch after banks slow down lending following RBI crackdown(08:29) Drought hit Australian farmers benefit from Indian pulses demand(09:51) Apprehension and optimism are both ruling high in the markets ahead of election results, what should you be doing?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

On Episode 285 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajai Chowdhury, earlier co-founder of HCL Tech and now a member of the India Semiconductor Mission.SHOW NOTES(00:00) Stories Of The Day(01:00) Why World Markets Are Looking For Bad News From Wall Street(04:31) Kotak Bank CEO Says He Is Worried About Reputation Because Of RBI Move(07:35) Why Home Loans Have Jumped Dramatically In Two Years(08:56) Where Will India’s Multi-Billion Semiconductor Subsidies Stop?(22:26) Warren Buffett Meets Shareholders At The Annual Berkshire Hathaway Meeting Without Charlie Munger For First TimeSubscribe 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 talks to Dr. Arunabha Ghosh, founder-CEO of the Council on Energy, Environment and Water. They talk about  the need to enhance climate resilience in Indian agriculture through a more data-driven approach, the importance of leveraging better data and predictive analytics to help farmers make informed decisions, addressing climate risks by connecting the dots between early warning systems, physical risk assessments, insurance, and policy changes, and much more.About Dr Arunabha GhoshDr Arunabha Ghosh is an internationally recognised public policy expert, author, columnist, and institution builder. He is the founder-CEO, since 2010, of the Council on Energy, Environment and Water. With experience in 48 countries, he previously worked at Princeton, Oxford, UNDP (New York), and WTO (Geneva). He currently serves on Government of India’s G20 Finance Track Advisory Group and advises the Sherpa Track for India’s G20 Presidency in 2022-23. In 2022, the UN Secretary-General appointed him to the High-level Expert Group on the Credibility and Accountability of Net-Zero Announcements by Non-State Actors. Dr Ghosh is currently Vice-Chair of the UN Committee for Development Policy, having been first nominated to the UNCDP by the UN Secretary-General in 2018. He is a member of the World Economic Forum’s Global Future Council on Clean Air, having previously been a member of the Global Future Council on Energy. He is also the co-author/editor of four books and dozens of research papers and reports. 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 283 of The Core Report, financial journalist Govindraj Ethiraj talks to Sankar Chakraborti, managing director and CEO of Acuité Ratings.SHOW NOTES(00:00) Stories Of The Day(01:09) Markets Hold Gains, Mid Cap Index Hits All Time High, Global Cues Stay Positive(03:48) OECD Raises Growth Forecast For India For This Year, At 6.6%(05:17) After A Spate Of Crackdowns, RBI Pulls Back, Lifts Restrictions On Bajaj Finance Products Halted In November(06:38) Unprecedented Heat Conditions Across The Country, Record Temperatures In Eastern India And Its Heavy Rains Again In Dubai(09:42) Why India’s SME Will Have To Work Harder To Get Their Payments On Time(17:57) Air Transport Association Lashes Out At Germany’s Increase In Airport TaxesSubscribe 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