The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Harsh Dole, Vice President and oil and energy analyst at IIFL SecuritiesSHOW NOTES(00:00) Stories Of The Day(00:50) Indian markets hits record high for 3rd consecutive session.(02:19) Investors Balance Temptation To Buy With High Valuation Concerns (05:52) India, the third most profitable region for HSBC, replaces China.(06:56) Oil prices fall, presenting a primer on crude varieties.(17:34) US Steps Up Chip Subsidies Again.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 Rajeev Singh, partner and consumer industry leader, Deloitte Asia Pacific.SHOW NOTES(00:00) Stories Of The Day(00:50) Nifty Closes At Record High, HDFC Bank floats up.(01:38) Ships Carrying Millions of Barrels of Russian Oil Are Anchored On High Seas(03:27) Two decades on, India resumes flirting with private nuclear power generation(06:46) The most shocking statistic about Indian car buyers and their preferences.(18:59) Why HDFC Bank Does Not Want to be a cowboy lender and why branches are still importantFor 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 Murali Neelakantan, a lawyer, healthcare advocate and keen observer of the pharmaceutical industry (and earlier Cipla’s first Global General Counsel).SHOW NOTES(00:00) Stories Of The Day(01:00) Indian markets rise for 5th consecutive session, could pause for breath.(01:45) Magnificent Seven tech stocks to power S&P 500 profits in 2024, says Goldman(03:18) It’s 50 years of Bombay High, India’s biggest crude producing field.(05:47) Why Global Pharma MNCs are exiting India.(20:13) Dubai airport traffic crosses pre-pandemic levels, maximum passengers to India.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 Shankkar Aiyar, veteran economic journalist, author and columnist.SHOW NOTES(00:00) Stories Of The Day(03:00) From Dalal Street to Wall Street, it’s all about valuations(05:58) Oil prices hit a 2024 high as middle east tensions rise again.(06:46) China’s FDI is down 82% from 2022(07:16) Do India’s Farmers Earn Enough?(19:47) India’s aviation regulator wades in, from freeing up airport slots to ensuring baggage arrives on time.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 the latest episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks to Vishal Kapoor, CEO of Energy Efficiency Services Limited (EESL). He shares his vision for revolutionizing energy consumption as well as retail interventions to address greenhouse gas emissions such as rooftop solar, electric mobility (electric cars, electric cycles, electric scooters, electric buses), the star system for energy efficiency, LED lights, appliances (e.g, induction stoves, fans, etc). He also talks about how the company runs without any subsidy from the government, balancing the needs of the shareholders versus public value and much more.About EESLEnergy Efficiency Services Limited (EESL) is a Super Energy Service Company (ESCO), which enables consumers, industries and governments to effectively manage their energy needs through energy efficient technologies. EESL is implementing the world’s largest energy efficiency portfolio across sectors like lighting, buildings, industry electric mobility, smart metering, agriculture, etc. at an enormous scale. EESL’s energy efficiency solutions have saved India over 47 billion kWh energy annually while reducing 36.5 million tones of carbon emission. Founded in 2009, EESL is promoted by Ministry of Power, Government of India as a Joint Venture of four reputed public- sector undertakings NTPC Limited, Power Finance Corporation Limited, REC Limited and POWERGRID Corporation of India Limited.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 Pushan Sharma, Director—Research, Crisil Market Intelligence and Analytics.SHOW NOTES(00:00) Stories Of The Day(01:46) One fifth of global fund managers bullish on India, Bank of America survey (03:43) Amazon says it surpassed $8 billion in cumulative exports from India in 2023 (05:46) Japan and the United Kingdom slip into recession. Why markets cheered in Japan. (06:54) Low demand pushes down Hindustan Lever stock to 52 week low.(07:40) Why Minimum Support Price bills for agriculture may not be as high as they appear?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 Arvind Chari, fixed income veteran and now CIO of the London-based Quantum Advisors as well as Navkendar Singh, AVP, Client Devices Research, IDC India.SHOW NOTES(00:00) Stories Of The Day(00:50) Indian markets beat back Wall Street blues on Wednesday, set to rise further.(02:53) Global oil supplies to satisfy demand and keep prices in check, says IEA.(05:38) India’s debt markets are brimming with interest, what is going on?(16:06) $1,200 foldable phones are flying off the shelves in India but many other segments are slowingFor 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 Manish Raj Singhania, President of FADA (Federation of Automobile Dealers Associations of India) as well as CRISIL Ratings Chief Economist D K Joshi.SHOW NOTES(00:00) Stories Of The Day(00:50) India almost equal to China on MSCI Index now, from one fifth in 2020.(03:18) Auto dealers want car manufacturers to cut back on production.(08:11) How India’s electric vehicle market is evolving differently from the United States(12:15) What is driving inflation and interest rates in India, in contrast to developing countries(17:47) Senior Government minister says India could lose out to Vietnam, China on mobile phone manufactureFor 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 Neil Shah, Vice President at Counterpoint Research as well as Ricky Thaper, Treasurer of the Poultry Federation of India.SHOW NOTES(00:00) Stories Of The Day(00:50) Falling food prices bring down inflation to 3-month low.(03:31) How an India-facing ETF on Wall Street is beating the S&P 500.(04:51) SEBI wants to increase scrutiny of IPOs, is it too late?(08:19) Will cutting of import duties on electronic components help the electronics industry? (16:33) Why are prices of chicken falling while everything else is going up?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 Sheetal Sapale, Vice President at Pharmarack as well as Ajay Kedia of Kedia Advisory, a leading commodities brokerage based near Mumbai.SHOW NOTES(00:00) Stories Of The Day(00:50) For foreign investors, India is a debt story right now(03:12) Personal income taxes continue to power growth in tax collections(04:15) Weight loss drug sales are running away in India, like elsewhere.(13:57) How Photovoltaics and Automotive Industries Are Driving Silver Demand.(22:50) Michael Jackson Music Catalog Valued At $1.2 billion.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