The Core Report

On Episode 282 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic journalist and author Shankkar Aiyar as well as Sanket Kulkarni, Head of Business Development (Theatrical) at Ormax Media.SHOW NOTES(00:00) Stories Of The Day(01:09) Indian Markets Balance Strong Domestic Economic Indicators And Weak Global Cues(02:29) Oil Prices In Steep Fall, Close To $85(04:12) India’s April Numbers For GST Hits Record High, Over 2L Crore Now(07:50) Godrej Splits Up Amicably, Early Preparation May Have Helped(10:56) Understanding Redistribution Of Taxes In India(19:15) How More Indians Are Watching Movies In Cinema Halls Than Ever Before(29:00) International Air Cargo Grows In Double Digits For 4th Consecutive MonthSubscribe 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 281 of The Core Report, financial journalist Govindraj Ethiraj talks to Ved Jain, former President of The Institute of Chartered Accountants of India as well as sports journalist and commentator Ayaz Memon.SHOW NOTES(00:00) Stories Of The Day(01:00) Banks Power The Market Up 941 Points In Unexpected Surge(04:39) How Shanghai Retail Investors Are Sending Up Global Gold Prices(06:07) How Bangalore Is The Best Place To Be A Landlord(07:54) A New Tax Law To Help MSMEs Is Possibly Doing The Opposite(15:26) America Will Host A Major Cricket League, The T20 World Cup This YearSubscribe 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 280 of The Core Report, financial journalist Govindraj Ethiraj talks to Yashwant Deshmukh, Founder of CVoter as well as Rahil Shaikh, Managing Director of MEIR Commodities.SHOW NOTES(00:00) Stories Of The Day(01:09) Nervousness In The Political Theatre Could Transmit To The Stock Markets As Second Phase Of Polling Ends(08:35) No Recovery In Entry Level Cars This Year, says Maruti Chief.(10:01) Global Debt At Levels Not Seen Since 1820s says WEF Chief.(11:08) How Concerning Is The Lower Turnout Levels In Phase I And II Of Voting (with Yashwant Deshmukh of CVoter) and India’s Unusual Voter ID Problem(23:33) How Sugar Prices Are Rising Because Of Heat Waves(30:35) Musk Skips New Delhi, Lands In Beijing 5 Days Later, Hawks Robotaxis Now(32:49) Energy Transition Drives Big Metals And Mining Deals, Trading BetsSubscribe 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 279 of The Core Report, financial journalist Govindraj Ethiraj talks to TP Ostwal of TP Ostwal & Associates LLP as well as Manisha Kapoor, CEO of the Advertising Standards Council of India (ASCI).SHOW NOTES(00:00) Stories Of The Day(00:50) Indian Markets May Be Hit By Wall Street Blues(02:47) How Many Players Does India’s Telecom Sector Really Need?(05:51) Kotak’s Technology Fuelled Bets And A TCS Announcement On AI(12:28) How Practical Is Inheritance Tax?(23:33) Why Its Getting Tougher To Get Away With Misleading Product ClaimsSubscribe 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 278 of The Core Report, financial journalist Govindraj Ethiraj talks to Sushil Choksey, Managing Director of Indus Equity Advisors.SHOW NOTES(00:00) Stories Of The Day(01:00) Small Caps Race Ahead Again As Broad Markets Crawl(05:02) IT Companies Stare At Another Slow And Worrying Year Ahead(07:56) RBI Cracks Down On Kotak Credit Cards(11:25) Reliance Industries Is A Giant Company But Where Do Its Revenues And Profits Really Come From?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 277 of The Core Report, financial journalist Govindraj Ethiraj, talks to Ajit Dayal, Founder of Quantum Mutual Fund.SHOW NOTES(00:00) Stories Of The Day(01:00) Small Caps Are Powering Back In Sign That Confidence Levels Are Rising Again(02:39) Gold Prices Take A Big Knock But Macro Demand Indicators Still Strong(07:01) India’s Business Activity Grows At Fastest In 14 Years(08:05) Adani Wants To Settle An Allegation With Sebi Which It Denied(09:57) Apple China iPhone Sales Crash, India Matters More(11:39) Index Hits 75000, Is It Safe To Invest At New Peaks?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 276 of The Core Report, financial journalist Govindraj Ethiraj, talks to Nilesh Sathe, former director of the Insurance Regulatory & Development Authority of India.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Stage Relief Rally, Search For Fresh Directions, Tech Stocks Lose Ground On Wall Street(02:47) Oil Prices Are Falling Fast, Now At $86 A Barrel(05:08) Reliance Industries Now A $120 Billion Company(06:25) Diamond Exports Fall Sharply(07:19) Insurance Regulator Wants New Health Insurance Products Including For Older People, Will Companies Deliver?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 275 of The Core Report, financial journalist Govindraj Ethiraj, talks to Siddharth Pai, a technology research consultant and Founder & Managing Partner at Siana Capital (a venture firm) as well as economic journalist and author Puja Mehra.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets And Oil Recover From Middle East Tensions, All Eyes On Earnings(07:07) Insurance Companies Will Now Offer Health Coverage For Pre-Existing Conditions Like Cancer As Well, Age Limit Of 65 Years Removed(08:41) What Exactly Is Going On With Elon Musk’s India Investment(13:10) Indian IT’s Falling Headcounts. What They Really Mean And Why The Prognosis Is Grim(25:50) Why A Policy To Offer Free Bus Rides To Women May Not Have The Desired EffectSubscribe 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 veteran investor Jyotivardhan Jaipuria of Valentis Advisors. Jyotivardhan Jaipuria shares his investment strategy focusing on unearthing undervalued companies with robust earnings growth. In this conversation you'll learn about consumption vs. investment, investment themes driven by government spending, looking for banks with strong deposit franchises and a focus on corporate lending, The IT sector, the impact of AI and much moreAbout Jyotivardhan Jaipuria Mr. Jyotivardhan Jaipuria has an overall 36 years of experience in the Indian Capital Market including 21 years at DSP Merrill Lynch and 8 years at ICICI. He was Head of Research and strategist for India at DSP Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist and analyst, Jyoti was rated amongst the top in India by leading institutional investors and figured in the Top 5 leading vote getters regularly. The DSP Merrill research team was consistently ranked top 3 in India in investor surveys. In the 15 years he headed research, the team was No 1 in the Institutional Investor survey on 4 occasions. Jyoti served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Jyoti has an MBA from the Indian Institute of Management (IIM), Ahmedabad.For more of our coverage check out thecore.inThe Core Report: Weekend Edition ft Jyotivardhan Jaipuria (Video)--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 273 of The Core Report, financial journalist Govindraj Ethiraj, talks to Tarun Pathak, Research Director at Counterpoint Research as well as veteran economic journalist and columnist Shankkar Aiyar.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Struggle And Give Up Gains As Weakness Continues, Crude Down Below $87(03:03) Headcounts Continue To Fall In India IT Services Majors Amidst Flat Revenue Growth(05:36) Nestle Under Fire For Adding Sugar In Rs 2,000 Crore Cerelac Brand(09:33) Can Falling iPhone Sales Impact India Production(16:49) Elections Kick Off Today, What’s At Stake For India’s VotersFor 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