

The Core Report
The Core
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
Episodes
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Apr 18, 2024 • 29min
#272 The Markets Fight To Hold Ground But End Lower
On Episode 272 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, Vice President, Global Trading Center at the Korean Shinhan Bank in Mumbai as well as Sugandha Sachdeva, Founder of SS WealthStreet, a Delhi-based equity, commodity and research firm.SHOW NOTES(00:00) Stories Of The Day(01:10) The Markets Fight To Hold Ground But End Lower. It's Back To Fed Gazing(03:20) Global Funds Are Retreating From Emerging Markets Like Asia(04:23) The Rupee Is Hitting Fresh All Time Lows(15:42) Can Gold Prices Keep Going Up(23:43) The World’s Fastest Growing Advanced Economy (24:50) Heatwaves In Philippines And Mumbai To Floods In DubaiFor 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

Apr 17, 2024 • 35min
#271 Electoral Maths with Rama Bijapurkar, Shankkar Aiyar and Yashwant Deshmukh
On Episode 271 of The Core Report, we feature a discussion between financial journalist Govindraj Ethiraj, veteran economic journalist and New Indian Express columnist Shankkar Aiyar, business adviser, researcher, author, and academic Rama Bijapurkar, and founder-director at CVoter Yashwant Deshmukh about the upcoming elections, voter behaviour, and much more.SHOW NOTES(00:00) Intro(02:06) Key findings of the CVoter survey (Yashwant Deshmukh)(04:19) Voter Demographics (Rama Bijapurkar)(09:08) Voter Engagement (Shankkar Aiyar)(12:47) Voter Aspirations (Rama Bijapurkar)(14:50) Voter Aspiration vs Experience I (Rama Bijapurkar)(17:53) Voter Aspiration vs Experience II (Shankkar Aiyar)(23:09) The idea of India I (Shankkar Aiyar)(25:04) The idea of India II (Rama Bijapurkar)(27:29) Voter Self-Identification (Rama Bijapurkar)(29:20) How are politicians optimising voter data and technology(32:14) Last wordsFor 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

Apr 16, 2024 • 22min
#270 Markets Tank On Middle East Tension Spikes
On Episode 270 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director and Columnist, Business Standard.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Tank On Middle East Tension Spikes, Poised To Recover(02:44) India Will Outperform Japan & China As Most Compelling 12 Month Investment Case, Says Bloomberg Fund Manager Survey(04:47) Above Normal Rainfall For First Time In 8 Years, Says Met Department’s Monsoon Projections(07:05) BJP And Congress Put Out Manifestos, Looking At Them Through An Economic LensFor 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

Apr 15, 2024 • 21min
#269 Middle East Tensions Spike With Iran Firing Missiles Into Israel
On Episode 269 of The Core Report, financial journalist Govindraj Ethiraj talks to Jigar Pandit, Head of Commodity and Currency at Sharekhan By BNP Paribas as well as CRISIL Chief Economist Dharmakirti Joshi.SHOW NOTES(00:00) Stories Of The Day(00:50) Middle East Tensions Spike With Iran Firing Missiles Into Israel, Markets Brace For Correction.(03:57) Gold Prices Jump Again As War Risk Premiums Rise On Commodities(11:44) Government Invokes Emergency Clause To Activate Underutilised Gas-Based Power Plants(13:48) How GST Numbers Demonstrate The Lag Effect Of Reforms Even As They Tell Us More Than What We Know About The EconomyFor 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

Apr 13, 2024 • 42min
#268 Building Trust in Banking: A Conversation with Nachiket Mor, Former Director of the RBI
This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj chats with former director of the Reserve Bank of India, Nachiket Mor. They explore various topics related to trust such as the importance of trust in building strong relationships between financial institutions and their customers, Fintech, the metrics of trust in today's environment, the competency of board members and directors of financial institutions, how we might have cut growth capability, and much more.About Nachiket Mor: Nachiket Mor is trained as an economist. His current work is principally focused on the design of national and regional health systems. He is a Visiting Scientist at The Banyan Academy of Leadership in Mental Health and a Senior Research Fellow at the Centre for Information Technology and Public Policy at IIIT Bangalore. He is also a Commissioner on the Lancet Commission on Reimagining India's Health System.For more of our coverage check out thecore.inThe Core Report: Weekend Edition ft Nachiket Mor (Video)--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Apr 12, 2024 • 19min
#267 Indian Markets Could Be Subdued On Mixed US Inflation Signals
On Episode 267 of The Core Report, financial journalist Govindraj Ethiraj brings you the latest in Business and Market news. We also feature an excerpt from the recent The Core Report: Weekend Edition featuring Ravi Kant, former CEO and Vice Chairman of Tata Motors.SHOW NOTES(00:00) Stories Of The Day(01:00) Indian Markets Could Be Subdued On Mixed US Inflation Signals(02:56) Crude Oil Prices Fall, Balance Between High US Inflation Data And Increased Middle East Tensions(05:08) Goldman Sachs And Morgan Stanley Raise China Outlook(07:02) Tesla’s Likely Investment Announcement Comes Bang In Election Season(09:43) The Link Between Infrastructure & New Products Innovations, The Ace Story(15:01) The Cobweb Effect In Economics, From Tomato In India To Cocoa In AfricaFor 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

Apr 11, 2024 • 20min
#266 Markets Above 75000, Close To $5 Trillion Market Cap
On Episode 266 of The Core Report, financial journalist Govindraj Ethiraj talks to Ricky Thaper, treasurer of the Poultry Federation of India.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Above 75000, Close To $5 Trillion Market Cap(03:06) Gold Prices Rise Further, So Does Smuggling All Over. Why Import Duties Should Be Cut(06:46) Hang Seng Rises Over 20% To Enter A Technical Bull Market. China Manufacturing Is On The Upswing(09:00) That Awful Deja Vu Moment At Air India When Unions Return To Flex Their Muscles(11:48) Why The Cost Of Chicken Could Go Up DramaticallyFor 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

Apr 10, 2024 • 21min
#265 Stock Markets Hit 75000, Driven By Strong Undertone
On Episode 265 of The Core Report, financial journalist Govindraj Ethiraj talks to aviation expert Kapil Kaul, CEO of CAPA India.SHOW NOTES(00:00) Stories Of The Day(01:00) Stock Markets Hit 75000, Driven By Strong Undertone, Investors Could Book More Profits(03:06) Normal Monsoon Ahead, Private Weather Forecaster Skymet Says(04:28) Have Capital, Will Go To The Moon. How Indian Companies Planned Clueless Global Forays In The Venture Boom And Are Now Pulling Back(07:08) Record Air Passenger Traffic Expected This Summer, How Is The Industry Gearing Up?(17:01) March Was The Warmest Month On RecordFor 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

Apr 9, 2024 • 30min
#264 Markets Hit New Highs And Break Records On Global Cues
On Episode 264 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, President, Solvent Extractors Association (SEA) and Chairman of the Asian Palm Oil Alliance (and Chairman of Sri Renuka Sugars) as well as Rahul Jain, Vice President at Dolat Capital and IT industry analyst.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Hit New Highs And Break Records On Global Cues(03:11) How Wall Street Is Bracing For No Interest Rate Cuts At All(04:53) Gold Prices Hit Fresh Records As Central Banks Step Up Buying, Now Silver Follows(07:08) Low Cooking Oil And Sugar Prices Are Keeping Inflation Down. Diving Into The Mechanics(19:16) Should CEO’s Be Closer To The Troops? Wipro Sees Another DepartureFor 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

Apr 8, 2024 • 28min
#263 Markets Face Macro Headwinds In Another Holiday Shortened Week
On Episode 263 of The Core Report, financial journalist Govindraj Ethiraj talks to CRISIL Chief Economist Dharmakirti Joshi as well as Vivek Rathi, Director of Research at real estate consulting firm Knight Frank India.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Face Macro Headwinds In Another Holiday Shortened Week.(03:09) Why India Struggles With Food Inflation, Understanding The Tools And Response(14:54) Oil Holding Above $91 Is Not So Good News.(15:52) Tata Companies Claim Records In Steel Production To Air Conditioners(17:19) How Indonesia’s Supply Of Macbook Pro And Michelin Tires Are Running Out After Attempts To Impose Restrictions Backfires.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


