

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
Mentioned books

Jan 16, 2024 • 26min
#197 Markets Hit Fresh Highs, IT Stocks Stage Dramatic Turnaround
On today’s episode, financial journalist Govindraj Ethiraj talks to Anuj Gupta, head of commodities and currencies at HDFC Securities as well as Captain Sam Thomas, President of the Airline Pilots Association of India and a commercial pilot.SHOW NOTES(00:00) Stories Of The Day(01:01) Markets hit fresh highs, IT stocks stage dramatic turnaround(02:05) Traders are betting that the rupee will rise this year(12:23) Mayhem at airports and airline passengers are losing it, who is to blame?(24:03) India’s automobile exports fell 21% last year.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

Jan 15, 2024 • 25min
#196 Stock Markets Make Peace With IT Stocks, MS Overtakes Apple
On today’s episode, financial journalist Govindraj Ethiraj talks to Aditi Nayar, economist at ratings agency ICRA. We also feature an excerpt from the recent Energy Special interview with Dr Ranjit Rath, Chairman and Managing Director of Oil India Limited, India’s oldest and more than a century old oil company.SHOW NOTES(00:00) Stories Of The Day(01:00) Stock markets make peace with IT stocks, MS overtakes Apple.(03:55) Are the Government’s efforts to rein in inflation working?(11:16) Mapping India’s oil prospects, onshore and offshore.(18:24) How Bangladesh footwear exports are growing rapidly, as it exploits synergy with garment making.(21:39) NRIs are buying more than 20% of new real estate, driving up prices on the premium end.(23:32) Canada may cap international students arrivals.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

Jan 13, 2024 • 36min
#195 Oil India Limited Continues Digging Deep: Dr Ranjit Rath
On this edition of The Core Report, as part of our ongoing series on Energy, financial Journalist Govindraj Ethiraj chats with Dr. Ranjit Rath. Dr. Rath was appointed as Oil India Limited Chairman & Managing Director in late 2022 and has been associated with diverse roles spanning from strategy formulation, business development and upstream asset management to application of geosciences and exploration geology in several important projects including creation of strategic petroleum reserves. This episode, brought in association with the India Energy Week, unpacks the legacy of Oil India Limited, its unwavering focus to cater to the massive energy demands of India; with oil and gas being the mainstay. Dr. Ranjit Rath also speaks about Oil India Limited’s commitment toward its Green Energy Portfoilio along with its efforts for more exploration for energy resources. 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

Jan 12, 2024 • 24min
#194 Indian IT Results Come In Weak, Non-Event Say Analysts
On today’s episode, financial journalist Govindraj Ethiraj talks to Rahul Jain, VP at Dolat Capital and IT company analyst as well as Dr Ajay Sahai, Director General of the Federation of Indian Export Organisations.SHOW NOTES(00:00) Stories Of The Day(02:30) More oil supplies balance out pressure on oil prices from Red Sea tensions(03:47) Indian IT results come in weak, non-event say analysts(12:20) RBI says position against crypto unchanged, regardless of other country moves (14:39) India’s FDI is falling, despite announcements to the contrary(16:49) Indian exporters’ woes stare at double whammy this year, commodities could be worst hitFor 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

Jan 11, 2024 • 25min
#193 Tenth Vibrant Gujarat Summit Sees Major Manufacturing Announcements
On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President at FADA (Federation of Automobile Dealers Associations of India) as well as pilot and aviation safety advocate Captain Amit Singh.SHOW NOTES(00:00) Stories Of The Day(01:00) Japanese markets hit 34 year high, Indian markets recover(03:16) 10th Vibrant Gujarat summit sees major manufacturing announcements(09:42) IT hirings in US hit speed breaker, will India follow?(21:07) Boeing CEO says they made a mistake(22:26) Global air traffic is now at 99.1% of pre-pandemic peaksFor 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

Jan 10, 2024 • 30min
#192 Santa Stock Market Rally Faces Resistance
On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President at FADA (Federation of Automobile Dealers Associations of India) as well as pilot and aviation safety advocate Captain Amit Singh.SHOW NOTES(00:00) Stories Of The Day(00:50) Is the Santa Stock Market Rally of 2023 facing resistance?(05:48) India’s oil consumption is rising as global oil prices stay low.(08:06) How Indian malt whiskeys beat the Scots at their own game?(17:34) New flying rules could lower stress levels for pilots, is it sufficient?(27:58) Starbucks says will It will have 1,000 stores in IndiaFor 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

Jan 9, 2024 • 25min
#191 Global Markets Pause On Strong US Jobs Numbers And High Bond Yields
On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President at FADA (Federation of Automobile Dealers Associations of India) as well as pilot and aviation safety advocate Captain Amit Singh.SHOW NOTES(00:00) Stories Of The Day(01:19) Global markets pause on strong US jobs numbers and high bond yields.(02:57) Saudi Arabia unexpectedly cuts oil prices as demand weakens.(04:00) India’s exports may drop close to 7% on Red Sea blockages.(04:55) India’s Auto sales hold momentum, 2 wheelers sales strong despite slowdown in agricultural growth.(11:44) Has Boeing compromised safety in it’s 737 model? A pilot’s view(21:34) DLF sells over 1,000 flats for 7,000 crore or over Rs 7 crore each in a single location over 3 days. (23:04) 38-year-olds help Mercedes clock record car sales for 2023.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

Jan 8, 2024 • 25min
#190 Markets Focus On Q3 Numbers, Tech Companies Under Microscope
On today’s episode, financial journalist Govindraj Ethiraj talks to Tarun Pathak, research director at Counterpoint Technology Market Research based in Delhi.SHOW NOTES(00:00) Stories Of The Day(00:50) Markets focus on third quarter numbers with tech companies under the microscope.(09:38) Ford Returns to India, again.(11:03) Consumers head back to physical stores to get a feel for cooler gadgets and also find finance for them.(22:02) More airlines are grounding the Boeing 737 Max 9 following the mid air blowout of a emergency door.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

Jan 6, 2024 • 28min
#189 Indian Oil's Diverse Energy Horizon with Shrikant Madhav Vaidya
Indian Oil is diversifying its energy portfolio, with renewed focus on renewables like solar and wind. Watch Shrikant Madhav Vaidya, Chairman IOCL, on the core report as he speaks about the company’s seamless transition in to a green future. While acknowledging the global consensus at COP 28 to move away from coal, oil, and natural gas,Vaidya emphasises that the transition in India must consider its rapid economic growth and need for energy security. Indian oil is actively involved in renewable energy projects, including solar, wind, and biofules. It is actively engaging in the startup ecosystem whilst encouraging growth in innovation. Indian oil is committed to green hydrogen, with plans for hydrogen consumption in refineries and deployment of green hydrogen buses. Mr Shrikant Madhav Vaidya heads the Fortune-500 Indian energy behemoth Indian Oil Corporation Ltd (IndianOil), India's largest oil refiner and fuel retailer. In March 2023, he was named as the top Indian CEO and # 81 globally in the CEO WORLD Magazine's list of Most Influential global CEOs. 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

Jan 5, 2024 • 21min
#188 Indian Markets Find A Footing, Lead A Global Recovery
On today’s episode, financial journalist Govindraj Ethiraj talks to Gulam Zia, Senior Executive Director at Knight Frank.SHOW NOTES(00:00) Stories Of The Day(01:00) Indian markets find a footing, lead a global recovery.(02:42) Goldman, Morgan Stanley, UBS cut crude price forecast for 2024, peg it at around $77 a barrel.(04:11) Fuel prices are coming down, for planes, not cars, as Indigo to drop fares.(15:11) Bajaj Chetak’s half a century journey from petrol through electric(16:27) The Magnificent Seven: From Sizzle To Fizzle?(19:04) Microsoft makes first change to keyboard in 30 years with AI key.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