The Core Report

On this rebroadcast of the Core Report Weekend Edition, financial journalist Govindraj Ethiraj talks to Economist Arvind Panagariya. He is the Jagdish Bhagwati Professor of Indian Political Economy at Columbia University and is also the Director of Deepak and Neera Raj Center on Indian Economic Policies at School of International and Public Affairs at Columbia University in New York City. He served as first vice-chairman of the government of India think-tank NITI Aayog between January 2015 and August 2017.Professor Panagariya is a former Chief Economist of the Asian Development Bank and was on the faculty of the Department of Economics at the University of Maryland at College Park from 1978 to 2003. During these years, he also worked with the World Bank, IMF and UNCTAD in various capacities. Professor Panagariya has authored more than fifteen books. His book India: The Emerging Giant (2008, OUP, New York) was listed as a top pick of 2008 by The Economist and described as the “definitive book on the Indian economy” by Fareed Zakaria of the CNN. The Economist has described his book, Why Growth Matters, (with Jagdish Bhagwati) as “a manifesto for policymakers and analysts.”In this conversation you will learn about the significance of exports in global trade, how exports influence economic growth, how Indian real estate laws restrict growth, who Harish Ahuja is, why businesses should focus more on non-tech related sectors and more.Connecting the Dots with Professor Arvind Panagariya on YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram

On today’s episode, financial journalist Govindraj Ethiraj talks to Surendra Mehta, secretary general of the more than a century old India Bullion & Jewellers Association.SHOW NOTES(00:00) Stories Of The Day(01:10) Markets hit fresh highs(04:52) Oil falls to 5 month low despite threats of supply cuts(06:48) Gold delivers sound returns to investors, will it stay?(13:27) A 58% jump in onion prices pushes up thali costs for Indians(14:48) Airline industry revenues expected to touch record $964 billion in 2024 with record passengersFor 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  Uday Bhaskar, Director General of the Hyderabad-based Pharmaceutical Exports Council of India or Pharmaxecil as well as Ashish Pherwani, Partner and Media and Entertainment Lead at Ernst & Young. SHOW NOTES(00:00) Stories Of The Day(01:10) Stock Markets continue to hit record highs on political continuity. S&P booster for India. (07:39) Moody’s downgrades China(08:31) Global CO2 emissions from burning fossil fuels set to hit  record high.(09:42) November sees highest pharmaceutical exports on surging demand from US, Europe.  (16:06) Digital powers music to a Rs 12,000 crore industry and growing, says EY report.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 Somasekhar Vemuri, Senior Director at CRISIL Ratings.SHOW NOTES(00:00) Stories Of The Day(01:19) Stock markets hit record highs on BJP’s election wins, anticipation of lower Govt spending on populist schemes(06:27) And The Core Report’s new energy segment in partnership with the IndiaEnergyWeek kicks off today(07:37) Extreme weather and rains force halt in iPhone manufacturing plants in Chennai.(10:16) Amazon delivers more parcels than delivery giants Fedex or UPS.(11:06) More Indians are moving to financial assets, bond markets expected to triple in size in next 6 years.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 brings you the latest headlines in business and manufacturing. We also feature an excerpt from the recent weekend edition interview featuring Jyoti Mayal, President of the Travel Agents Association of India. SHOW NOTES(00:00) Stories Of The Day(01:00) Stock Markets look set to continue solid run on election results, global equities surge(06:18) Private consumption will drive India’s economy but it has to free itself of loans first(10:44) Hybrid cars are overtaking EV sales in India and elsewhere(15:37) Indians are spending more overseas, including through longer stays but the Government is waryFor 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

What are some of the emerging trends for travel within and outside India? For Indians, the ambitions seem to be sky-high. 86% of Indian travelers plan to take the same number, if not more, trips abroad in 2024 compared to 2023, according to a Sky Scanner report.While making a point about the resurgence of travel during the pandemic, Jyoti Mayl, President of the Travel Agents Association of India (TAAI), says she could never associate travel with revenge. And would like to replace the terminology “revenge travel” with “reconnect travel.” She says in 2023, sustainable tourism was on people’s minds. The way we travel has altered significantly with ‘experiential travel’ coming in a big way coupled with wellness retreats and longer stays. Tourists are also turning toward AI tools to guide them in spotting holiday destinations, planning activities, and drafting itineraries to make the most of their stay. Jyoti Mayal, the erstwhile Director of New Airways Travels, was elected as the President of the Travel Agents Association of India for the period 2019-2021. 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 Dr Arunabha Ghosh, CEO of the Council for Energy, Environment and Water as well as well known fundamental investor (and member of the BSE) Ramesh Damani. SHOW NOTES(00:00) Stories Of The Day(01:10) India’s GDP comes in at a surprise 7.6% for the second quarter.(03:29) World markets have had the best month in 3 years while Tata Technologies IPO makes a triple jump on debut.(06:01) COP28, India wants a road map on climate finance in Dubai.(12:19) Charlie Munger; The Ramesh Damani Interview(29:09) Singapore is more expensive to live in than New YorkFor 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 veteran market analyst and investor G. Chokkalingam of Mumbai-based Equinomics Research as well as Kapil Kaul, CEO of CAPA India.SHOW NOTES(00:00) Stories Of The Day(01:00) BSE listed firms cross $4 trillion in market capitalisation(10:20) Gold prices hit new high, oil soars ahead of OPEC meet, COP 28 starts today.(11:49) Legendary investor Charlie Munger of Berkshire Hathway dies at 99.(18:15) 155 million passengers will fly India’s domestic airlines this year as airlines fight to increase capacity.(27:16) Walmart’s US imports from India went from 2% to 25% in 5 years.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 Sydney-based Peter McGuire, CEO of XM.com, an Australian markets research and forex trading firm as well as Manish Raj Singhania, President of the Federation of Automobile Dealers Associations (FADA).  SHOW NOTES(00:00) Stories Of The Day(00:05) Adani stocks zoom on likely clean chit from courts in Hindenberg case.(03:10) Indian Rupee among best performing currencies in the world this year.(12:04) Indian auto sales hit record festival highs, poll bound states do even better.(19:15) Independent directors come under fire as Raymond family members enter into dispute.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 about the latest in Oil & Gas, India’s GDP, the stock market, travel & tourism, along with an excerpt from the recent Weekend Edition interview with tax expert Dinesh Kanabar, CEO of Dhruva Advisors.SHOW NOTES(00:00) A Small Appeal(00:42) Stories Of The Day(01:40) S&P hikes GDP projections for India from 6% to 6.4%, cuts back for next year.(05:28) Oil & Gas companies spend only 2.5% of their investments on clean energy(08:42) Can you think like the tax man and anticipate surprises? Insights from a veteran tax expert.(13:00) Indians get red carpet in south east Asia, Malaysia offers visa free too.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