The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to S. Irudaya Rajan, Chair of the International Institute for Migration and Development, India and also chair of the KNOMAD (The Global Knowledge Partnership on Migration and Development) World Bank working group on internal migration and urbanisation as well as well known cricket columnist Ayaz Memon.SHOW NOTES(00:00) Stories Of The Day(02:38) More ships divert to avoid Red Sea tensions, crude oil prices rise.(05:16) Spicejet Makes A Go For Go Air.(06:20) Resilient remittances into India hit fresh high of $125 billion.(13:01) IPL 2024 fever is on, auctions see new record prices for players(20:57) Diamonds are forever again, for now, as they return to markets.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 Rakesh Singh, Managing Director of A-Sree Shipping and Secretary of the ICC Shipping Association as well as veteran financial advisor P V Subramanyam, CEO of Subramoney.com.SHOW NOTES(00:00) Stories Of The Day(01:53) Foreign Investors Pump in $5 billion in December (03:29) High costs, delays stare at Indian shippers as violence grips Suez Canal(14:20) Gold looks very promising suddenly, should you invest now?(19:15) High passenger load factors will drive higher profits for Indian airlines, Ryan Air’s CEO lines up for 100 million pound bonusFor 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 Karan Taurani, Senior Vice President and Entertainment Analyst of Mumbai-based Elara Capital.SHOW NOTES(00:00) Stories Of The Day(01:10) The week that broke several records in the stock markets and reversed trends. Could it continue?(05:13) India’s exports steady, imports fall sharply(11:43) Four larger media players, Sony, Zee, Reliance and Viacom18 could become two, what does it mean?(20:45) Almost 95% of fresh power investments is renewable, the International Solar Alliance steps up(24:17) Lufthansa will resume flights to Tel Aviv in three week’s timeFor 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 Dr Ajay Mathur, Director General of the International Solar Alliance (ISA), which is one of its kind multilateral organisation established to catalyse global solar growth. The International Solar Alliance (ISA) is a collaborative platform initiated by the Government of India. Dr. Mathur provides an overview of ISA's current status with 118 member countries, its focus on promoting solar energy, and its efforts in advocacy, capacity building, and regulatory development. Dr. Mathur also talks about the evolution of solar prices, battery innovations, and the role of hybrid solutions.Prior to joining ISA, Dr Mathur was Director General of The Energy and Resources Institute (TERI) and a member of the Prime Minister of India’s Council on Climate Change. He was co-chair of the global Energy Transitions Commission and the Clean Cooling Initiatives of the One Planet Summit. He earlier headed the Indian Bureau of Energy Efficiency and was responsible for its foundational programmes, which mainstreamed energy efficiency through initiatives such as the Star Labeling program for appliances, the Energy Conservation Building Code, and the Perform, Achieve & Trade program for energy-intensive industries.He was a leading climate change negotiator and was the Indian spokesperson at the Paris climate negotiations. He served as the interim Director of the Green Climate Fund during its foundational period.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 Gaurang Shah, SVP of Geojit Financial Services as well as Mayur Karmarkar, MD of The International Copper Alliance.SHOW NOTES(00:00) Stories Of The Day(01:10) Record day at the stockmarkets again, 70,000 and 21,000 breached for close.(02:52) Best Fed day across assets in 15 years as global markets salute reversal in rate.(08:41) Demand for oil in India could fall.(10:23) Home sales across India set to be 38% over last year. (11:52) World copper supply drying up after projections of surplus, will India be affected.(18:50) Thieves love for Range Rovers in the UK leads to insurance premiums spiking.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 Anindya Banerjee Head of Research for Forex at Kotak Securities. SHOW NOTES(00:00) Stories Of The Day(03:38) ADB raises India growth projection to 6.7%(04:35) COP28 concludes with a first ever agreement to phase out fossil fuels.(06:20) All positive pressures notwithstanding, the rupee is still weak (12:18) Tesla to recall 2 million cars on autopilot failures(14:14) Netflix’s Night Agent most watched title on netflix globallyFor 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 Aditi Nayar, Chief Economist and Head of Research at ICRA Ratings as well as Sheetal Sapale, Vice President at tracking and analysis firm Pharmarack.SHOW NOTES(00:00) Stories Of The Day(01:00) High food prices take inflation up to 5.6%(08:19) Anti-obesity drugs to rising online sales, the big pharma trends of 2023(18:12) SpiceJet to raise over Rs 2,000 crore, lives to fight another day.(19:01) Steve Jobs’ favourite Gorilla Glass comes to IndiaFor 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 Viktor Katona, lead crude analyst at Vienna-headquartered energy research firm Kpler as well as Rahil Shaikh, Managing Director of MEIR Commodities, a sugar trading company. SHOW NOTES(00:00) Stories Of The Day(01:19) Sensex hits 70,000 as markets pause for breath.(02:15) Oil continues to trade weak as demand signals stutter.(07:55) Government’s move to ban use of sugarcane juice for ethanol could add a month’s additional sugar stock.(16:07) India’s alcohol market is growing and Coca Cola finds a way in.(18:03) India’s travel and tourism sector to grow a healthy 12% says Crisil(19:53) Australia starts to cut back on record high migration.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 Kapil Kaul, CEO of aviation research and consulting body CAPA India. SHOW NOTES(00:00) Stories Of The Day(01:29) Foreign investors reverse course, pump over Rs 25,000 crore in December alone.(07:02) With just 16 million Indians travelling overseas, growth opportunity is huge, says research body CAPA.(13:41) Govt should not dilute Make In India policy, says industry body’s EV committe head.(16:40) Record visas for Indians to United States, immigrants leave Canada on high costs and Australia triples feees for foreign investors buying existing homes.(18:54) World’s richest families are $1.5 trillion richer in 2023.(19:40) The era of expensive and overpriced Rolexes are over.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 Vivek Kumar, economist at Mumbai-based QuantEco Research. SHOW NOTES(00:00) Stories Of The Day(01:23) Nifty powers ahead of 21,000, Sensex close to 70,000.(02:48) RBI leaves rates unchanged, raises GDP projection to 7%.(16:57) China sees biggest institutional investor outflow since 2001.(19:41) Apple hits the gas pedal on India production again.(20:58) Onion exports curtailed, wheat reserves fall.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