

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 6, 2024 • 38min
#262 The Making of Tata Nano & Beyond with Ravi Kant, Former CEO of Tata Motors
This episode of The Core Report: Weekend Edition features a discussion with Ravi Kant, former CEO and Vice Chairman of Tata Motors. Financial Journalist Govindraj Ethiraj sits down with Mr. Kant to delve into the journey of Tata Motors, from household name to global giant. They talk about the creation of the Tata Nano, successes and challenges of the Nano project, Mr. Kant's role in Tata Motors' acquisitions, including Daewoo Trucks (Korea) and Jaguar Land Rover, his role in transforming companies, including Tata Motors, LML Vespa, Philips, and Titan. ABOUT RAVI KANTRavi Kant, a highly accomplished leader, played a key role in shaping Tata Motors into a global success story. During his tenure as CEO and Vice Chairman, he oversaw the creation of the iconic Nano car, a revolutionary low-cost vehicle for India. His leadership extended beyond Tata Motors, with successful turnarounds at LML Vespa and Philips, and the creation of the renowned Titan brand. He is also known for his strategic acquisitions like Daewoo trucks and Jaguar Land Rover, solidifying Tata Motors' global presence. Beyond business, Ravi Kant is a dedicated philanthropist and actively supports educational institutions. His new book Leading from the Back is a distillation of the collective experience and wisdom of Ravi Kant (former CEO, vice chairman, Tata Motors), Harry Paul (co-author of the bestseller FISH! A Proven Way to Boost Morale and Improve Results) and Ross Reck (co-author of The Win-Win Negotiator).For more of our coverage check out thecore.inThe Core Report: Weekend Edition ft Ravi Kant (Video)--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Apr 5, 2024 • 32min
#261 Markets Are Strong As Investors Search For New Themes
On Episode 261 of The Core Report, financial journalist Govindraj Ethiraj talks to Yashwant Deshmukh, Director and Founding Editor at CVoter as well as Sanjay Lazar, aviation consultant who has spent close to 38 years in Air India, including managing inflight crews.SHOW NOTES(00:00) Stories Of The Day(01:00) Markets Are Strong As Investors Search For New Themes(02:38) A Strong Dollar Is Knocking More Currencies Out, Rupee Hits Fresh Record Low(04:31) HDFC Bank Brings In Large Chunk Of Deposits, Brokerages Smile(07:14) What Do India’s First Time Voters Want, An Economic Lens(18:52) The Tata-Vistara Pilot Crisis, Understanding The Symptoms Of The Problem(29:57) Asia Pacific Passenger Demand Up 52% In February, Global Up 21%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

Apr 4, 2024 • 23min
#260 The Markets Are Nearing A $5 Trillion Market Capitalisation
On Episode 260 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder of Equinomics Research as well as Prathamesh Mallya, Deputy Vice President - Research, Commodities and Currencies at Angel One.SHOW NOTES(00:00) Stories Of The Day(01:00) The Markets Are In Striking Distance Of $5 Trillion Market Capitalisation(08:13) Oil Price Rise A Concern, Says Top Indian Energy Bureaucrat, As Crude Inches Close To $90 A Barrel(09:41) Gold Prices Are Being Dragged Upwards And Why The Rise Could Continue(18:56) Why Tatas Should Fix Air India Before Merging With Vistara(20:52) 30% Jump In Passenger Aircraft Capacity Leads To Spike In Global Air Cargo As Well, Double Digits For Third Month In FebruaryFor 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 3, 2024 • 28min
#259 India’s Manufacturing Touches Highest Level In 16 Years
On today’s episode, financial journalist Govindraj Ethiraj talks to Teresa John, Deputy Head Of Research and Lead Economist with Nirmal Bang Financial Services as well as Madan Sabnavis, Chief Economist at Bank Of Baroda Research.SHOW NOTES(00:00) Stories Of The Day(02:26) Investors Have Begun Switching Out Of India Into China(06:36) Heat Waves Could Hurt The Economy In More Ways Than One, Including Inflation(10:27) India’s Manufacturing Touches Highest Level In 16 Years(11:39) Investment Intentions Are High, How Much Is Getting Converted And How Airlines Are Leading Most Of It(22:29) Why Indian Airlines Struggle When Faced With CrisisFor 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 2, 2024 • 28min
#258 Markets Start Strong In New Financial Year
On today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Rotti, founder of Bangalore-based tax strategy and advisory firm Tax Compass as well as Somasekhar Vemuri, Senior Director at CRISIL.SHOW NOTES(00:00) Stories Of The Day(01:29) Markets Start Strong In New Financial Year, Await Earnings Season.(04:04) The Magnificient Seven Becomes The Fabulous Four. Lessons From Wall Street.(07:21) China Is Buying Up Gold And Determining Global Prices.(09:43) The Auto Sector Continues To Grow And With It, The Economy.(10:35) Infosys Gets A Rs 6,200 Crore Refund Notice From The Tax Man. Decoding Its Significance.(17:56) Indian Companies Are Reporting Better Credit Profiles, What Does That Mean?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

Apr 1, 2024 • 24min
#257 Last Financial Year Was A Blockbuster For Stock Markets
On today’s episode, financial journalist Govindraj Ethiraj talks to Ashok Bhattacharya, Editorial Director of The Business Standard.SHOW NOTES(00:00) Stories Of The Day(01:09) The Last Financial Year Was A Blockbuster Year For Stock Markets. Can The Coming Year Repeat It? (07:48) US Federal Reserve Holds Out Again On Interest Rates(11:24) State Budgets Are Bigger Than India’s Federal, Yet Few Pay Attention(20:01) There Are So Many Lending Apps, Including Fake, That RBI Is Setting Up A New Agency To Monitor Them(21:45) India’s State Owned Energy Companies Step Up Renewable Thrust, Latest Is Battery 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

Mar 30, 2024 • 35min
#256 Transforming Belgavi Into A Manufacturing Hub with Aravind Melligeri
This week on The Core Report Weekend Edition, Govindraj Ethiraj sits down with Aravind Melligeri, Chairman & CEO of Aequs Inc., to discuss the world of aerospace manufacturing in India. Aravind Melligeri shares his vision for Aequs Inc., including their recent expansion into toy manufacturing. You’ll learn about the intricacies and high barrier to entry of aerospace manufacturing, Aequs' efforts in establishing itself as a reliable partner well before the "China + 1" model gained traction, Aequs' strategic advantage in a globalised market, as well as Aravind Melligeri's inspiring journey from aerospace to toys, and his unique approach to contract manufacturing.About Aravind MelligeriAravind is a first-generation entrepreneur who has built India’s foremost vertically integrated aerospace manufacturing ecosystem over the last decade that drives scale & efficiency through co-located capabilities delivering end-to-end value streams.Driven by a vision to transform India into a global manufacturing hub, his laser-sharp focus has helped him create long-term value through innovative strategies leading India to increase in-country value add and gain a competitive advantage. His passion for building economic engines for India’s future led to Aequs’ diversification into the consumer vertical in 2016. Today, Aequs is at the helm of developing and building India’s first 400-acre toy manufacturing ecosystem in Koppal, Karnataka, and India’s first sector-specific Consumer Durable Goods Cluster in Hubballi.About AequsAequs is a diversified contract manufacturing company providing vertically integrated product solutions across the Aerospace and Consumer Goods industries. By leveraging its manufacturing ecosystems, Aequs reliably delivers supply chain efficiencies to its global customer base. Aequs currently engages over 4,000 people and operates manufacturing facilities across India, France, and the United States.For more of our coverage check out thecore.inThe Core Report: Weekend Edition ft Aravind Melligeri (Video)--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Mar 28, 2024 • 21min
#255 Indian Markets Find Their Footing Again
On today’s episode, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as oil analyst Vandana Hari of Singapore-based Vanda Insights.SHOW NOTES(00:00) Stories Of The Day(01:00) Indian Markets Find Their Footing Again In Holiday Shortened Week(02:27) Goldman Sachs Says US Equities Are Fairly Valued, India Has Significant Upside Despite Rally(03:39) Mid Caps And Small Caps Are Bottoming Out, Is That Good News(10:01) Oil Prices Slide After A Break, Where Is It Headed Next?(18:13) A Bridge Collapse Exposes Supply Chain Fragilities AgainFor 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

Mar 27, 2024 • 22min
#254 Low Liquidity Hits Major Markets In Holiday Shortened Week
On today’s episode, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for Forex and Interest Rates at Kotak Securities.SHOW NOTES(00:00) Stories Of The Day(01:09) Low Liquidity Hits Major Markets In Holiday Shortened Week(08:04) India Forced To Switch To US Crude Oil As Sanctions On Russia Tighten(09:44) What Goes Down Must Go Up To, The China Factor At Work(12:34) Why Indian Banks’ Cost Of Capital Will Go Up(15:06) Mumbai Is Fastest Growing Billionaire Capital In The World(17:08) Adani Group Acquires Yet Another Port, This Time In Orissa(17:55) Can India Choose Between Subsidies For Manufacturing Semiconductors And Spending On Higher Education?(19:54) Why Chocolate Prices Will Rise, Global Coca Prices Hit New RecordsFor 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

Mar 26, 2024 • 28min
#253 Markets Search For Fresh Triggers
On today’s episode, financial journalist Govindraj Ethiraj talks to Ajit Dayal, founder of Quantum Advisors.SHOW NOTES(00:00) Stories Of The Day(01:09) Markets Search For Fresh Triggers, May Open On Backfoot(03:00) Foreign Direct Investment Into India Almost Halves In Last Year(04:18) The Global Chip Manufacturing War Is Intensifying, India’s Dilemma(09:37) Onion Exports Ban Have Been Extended, In Surprise Move(10:07) ICICI Securities Shareholders Are Fighting Back For Greater Share Of Parent ICICI Bank Stock In A Delisting MoveFor 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


