The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Bangalore-based tax consulting firm Tax Compass as well as Veteran business journalist and columnist Shankkar Aiyar.SHOW NOTES(00:00) Stories Of The Day(02:15) Foreign investors are buying Indian debt, selling equity.(03:47) Rupee is best performing Asian currency again, in January(06:42) HDFC Bank needs a series of injections, including of energy and some brave moves.(13:41) What does the interim budget hold in store in tax?(20:34) The Government announces an ambitious rooftop solar scheme. How far can it go?For more of our coverage check out thecore.in--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, we feature an excerpt of a discussion with Mahesh Nandurkar, MD and Head of Research at stockbroking firm Jeffries. The discussion happened at a panel on Equity Outlook for 2024 organised by Baroda BNP Paribas Mutual Fund and moderated by financial journalist Govindraj Ethiraj.SHOW NOTES(00:00) Stories Of The Day(01:10) Indian markets close marginally up in a truncated week amidst an uncertain outlook(03:03) Oil prices rise to highest level in 8 weeks, could it go further.(04:55) How India could get capital from global fund pools  beyond emerging markets.(16:24) India is restricting capital from flowing out but wants its citizens to go into war torn zones. Some lessons.(21:56) Tesla shares slide, alarm bells start ringing after Musk says Chinese electric vehicle majors can demolish companies like hisFor more of our coverage check out thecore.in--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 Ashvin Parekh, a veteran banking consultant and analyst as well as Sanket Kulkarni, Business Development (Theatrical) Head at Ormax Media.SHOW NOTES(00:00) Stories Of The Day(01:00) Foreign Institutional Investors are selling India and China.(04:28) HDFC Bank’s stock is punished. The banking story behind the story?(15:33) Zee goes to court saying it wants Sony to honour $10 billion merger terms.(18:11) Bollywood has a record 2023 at over Rs 12,000 crore. Stargazing 2024.(27:57) Netflix take another step into television territory even as crackdown on password sharing pays offFor more of our coverage check out thecore.in--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 veteran journalist and economics writer Shankkar Aiyar. We also feature an excerpt from a panel discussion at Konnection Annual Outlook 2024 (outlook for equities organised by Baroda BNP Paribas Mutual Fund).SHOW NOTES(00:00) Stories Of The Day(01:00) Indian markets buck global trend, crack 1,000 points. Will it stabilise?(06:00) Chinese Government To Step In To Buy Stocks As Panic Spreads. (08:29) Why PSU stocks are soaring and may continue to do so.(17:10) Consumer product companies sales are slowing down, have they reached peak consumption ?(24:53) Who is the biggest overseas buyer of Indian tea?(26:13) Canada clamps down on international students, cuts visas.For more of our coverage check out thecore.in--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 Dhairyashil Patil, President of All India Consumer Products Distributors Federation (AICPDF), Akshay D’ Souza, Chief Of Growth and Insights at Bizom as well as Vanita Kohli-Khandekar, media analyst and Business Standard columnist.SHOW NOTES(00:00) Stories Of The Day(00:50) Mainland stocks in Hong Kong’s Hang Seng fall to 2 decade low. What’s next?(03:06) US markets continue to stay strong. Will it spillover to India?(06:15) Worst for consumer products in 3 decades in India, says distributors federation chief.(25:13) Sony calls off merger talks with Zee Entertainment, will they become fresh targets?For more of our coverage check out thecore.in--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 Ajai Chowdhry, founder member of HCL Computers, and Chairman of the Mission Governing Board of the National Quantum Mission.SHOW NOTES(00:00) Stories Of The Day(02:40) Short trading week could see markets hold back. What triggers should one track?(04:35) Global tech giant stocks bounce back. What a strong US market means.(07:00) Indian banks’ struggle for more low cost deposits while consumer product companies see sales slowing down.(09:11) Electric vehicle sales in the US are slowing down, could it plateau in India too?(14:08) India’s Quantum Computing Mission is off the block. A Sneak Preview.For more of our coverage check out thecore.in--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

In this episode of the Core Report Weekend Edition, financial journalist Govindraj Ethiraj talks to Haresh Chawla, Partner at True North (Formerly IVFA) about the dynamics of the Indian consumer market. Their conversation covers the evolution of modern retailing in India, challenges in reaching different consumer segments, and the impact of credit growth on consumption with Mr Chawla emphasising the importance of understanding the household as a unit of measurement in India. He also explores the wealth effect in the country and much more.Haresh Chawla joined True North in 2012 and is responsible for building and scaling up businesses owned by the company across sectors, as well as leading investments related to consumer brands, media, and entertainment.Prior to joining True North, Haresh had an extremely successful 12-year stint as Group CEO for Network18 where he grew the company from US$12 million in 2001 to over US$ 500 million in 2012. This followed earlier successes in building start-ups at HCL, ABCL and the Times of India Group.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 Gaurang Shah, Senior VP at Geojit Securities as well as Ashok K Bhattacharya, Editorial Director at Business Standard.SHOW NOTES(00:00) Stories Of The Day(01:00) Global stock markets pause for breath, could lead India recovery(10:17) Bets now on post-elections growth, in loans and equities. (12:25) Worldwide power generation from coal hits new high in 2023(14:52) 25 crore people in India came out of multidimensional poverty in 9 years(22:40) Aviation industry focusses on big airplane orders, including fresh ones, as it tries to put the mayhem of last week behindFor more of our coverage check out thecore.in--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 Avinash Gorakshakar, Head of the Research Desk at ProfitMart Securities as well as Dr Vishwas Chitale, Senior Programme Lead, Council on Energy, Environment and Water.SHOW NOTES(00:00) Stories Of The Day(00:51) Indian stock markets track global cues, crack 1,600 points.(04:30) Sensex heavy HDFC Bank leads index and market fall.(12:34) SBI backs clampdown on unhealthy loan growth.(13:46) India diversifies crude sources on uncertainty, buys from 37 countries from 29 earlier.(15:44) 40-year study shows how monsoon intensity is increasing, rising in some places, falling in othersFor more of our coverage check out thecore.in--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 Jitender Bhargava, former Executive Director of Air India and a well known commentator on aviation issues. We also feature an excerpt from a Weekend Edition video interview featuring Captain Jimmy Sarbh.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets slip after fresh highs, HDFC posts 34% jump in profits(02:50) More investors join the party, on the back of record demat accounts(07:00) India’s auto industry pushes back on potential direct imports by companies like Tesla(09:28) Why do airlines fail to communicate with passengers?(19:32) Why private ports will help boost India’s growthFor more of our coverage check out thecore.inCheck out The Core Report Weekend Edition ft Capt Jimmy Sarbh--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