The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Ajit Velonie, Senior Director at CRISIL Ratings as well as Sanjog Gupta, CEO of Disney-Star Sports in India.SHOW NOTES(00:00) Stories Of The Day(01:00) Industrial stocks in India record $125 billion rally, outpace consumption ones.(07:53) Bank lending to NBFCS jumps dramatically 3 times to Rs 14,00,000 crore in 5 years with Ajit Velonie(17:52) Massive spikes in new credit cards issued and spends in recent months(18:54) More people are watching satellite television, decoding the World Cup numbers with Sanjog Gupta(27:41) Indian students overtake Chinese in Germany, now at around 42,000.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

Taxation is an important component to consider while doing business. Is manufacturing attractive in India? What happens when the duty on the components of a product being manufactured is higher than the final product? More than Tariffs, the issue of  price competition is the need of the hour, according to Dinesh Kanabar, CEO of Dhruva Advisors, our guest on the The Core Report, Weekend Edition.  Dinesh Kanabar, winner of “Asia Tax Practice Leader of the Year- 2020“, is a stalwart in the industry and has over the decades been recognised by his peers as amongst the top tax advisors in India. His ability to relate business strategies of clients to the tax and regulatory environment has been recognised as unique and has played a critical role in developing solutions for clients.Prior to founding Dhruva, he held a series of leadership positions across several large professional service organisations in India. He was the Deputy CEO of KPMG India, Chairman of KPMG’s tax practice, Deputy CEO of RSM & Co and Head – Tax and Regulatory at PricewaterhouseCoopers (PWC)For more of our coverage check out thecore.inJoin 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 ICICI Securities equity strategist Vinod Karki, Bimal Kothari, Chairman of the Indian Pulses and Grains Association as well as Apar Gupta, advocate on technology law and columnist in Indian Express.SHOW NOTES(00:00) Stories Of The Day(02:33) Foreign portfolio investment levels in India hit a 10 year low with Vinod Karki(08:46) Real estate investors in IT Hubs in Hyderabad or Bangalore made a killing in last 3 years.(10:34) How prices of tur dal at home could depend on the outcome of a sinister battle with an African nation with Bimal Kothari(19:14) Deep-fake regulation is on the way, what will it involve? with Apar Gupta(27:33) Record 518 million viewers watched world cricket over 48 matches.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 Tamal Bandyopadhyay, consulting editor to Business Standard, veteran banking journalist and author of several banking related books, as well as veteran oil analyst Vandana Hari, Founder & CEO of Vanda Insights, a Singapore-based provider of intelligence on global energy markets.SHOW NOTES(00:00) Stories Of The Day(03:07) RBI Governor brings up systemic risk again, says non bank finance companies must reduce dependence on banks.(10:38) Oil prices are weak but could sustained supply cuts push them up again ? (19:32) Sam Altman returns to OpenAI in a 5-day drama script out of Netflix.(21:26) Binance CEO pleads guilty, second biggest crypto star charged with fraud.(22:54) Healthcare advertisements ranked highest in misrepresenting claims, study shows.(24:08) At 725,000, Indians are 3rd largest illegal immigrants in the USFor 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 Jaspreet Bindra, founder of Tech Whisperer Ltd and consultant and speaker on AI implementation in enterprises. We also feature an excerpt from the recent Core Report: Weekend Edition featuring Dr Ajay Sahai, Director General & CEO of the Federation of Indian Export Organisations (FIEO).SHOW NOTES[00:00] Stories Of The Day[01:00] Strong jewellery demand drives Titan stock to all time high.[06:44] Amazon says it will export $20 billion via ecommerce sales from India[12:14] The Bay Area drama, will Sam Altman return to OpenAI. Whats at staker?[20:15] And now, an ETF fund that tracks weight loss drug companies like Ozempic.[21:25] Satellite internet is one step closer to launching in 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 Vivek Iyer, Partner & National Leader for Financial Services Risk at audit firm Grant Thornton, as well as cricket commentator and writer Ayaz Memon. SHOW NOTES[00:00] Stories Of The Day[02:48] India GDP growth will slow with general elections next year before accelerating again, says Goldman Sachs. [05:51] Small loans rise as does indebtedness[14:14] Sam Altman joins Microsoft, will that make AI safer?[17:15] Air traffic hits a fresh record high[19:15] Australia took the World Cup for the 6th time, lessons for 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 Manisha Kapoor, CEO of Advertising Standards Council of India(ASCI).SHOW NOTES[00:00] Stories Of The Day[01:10] Demand or Supply, What Will Drive Oil Prices Now?[03:43] Personal Loans will get expensive, will that solve the problem?[08:16] Every product and service can’t be green, even if it claims to. Guidelines to crack down on greenwashing advertising as it’s known are on the way. [15:45] Sam Altman may return to OpenAI, that will not solve the problem of AI.[18:54] Thailand goes all out again for high spending tourists.[20:25] Australia Wins The ICC Cricket World Cup 2023For 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

In this edition of The Core Report, Financial Journalist Govind Ethiraj caught up with Dr Ajay Sahai, Director General & CEO of the Federation of Indian Export Organisations (FIEO). In this episode, they discuss plausible reasons behind India’s falling exports, key performing sectors, and how geopolitical tensions in the Middle East, sparked by the Israel-Hamas conflict, are likely to affect exports in India. The biggest constraint to growth and scale, Sahai reveals, lies in Finance. He calls the emergence of Fintech companies in the last few years, a good thing. Dr Sahai is the Director General & CEO of the Federation of Indian Export Organisations (FIEO), jointly set up by the Ministry of Commerce, Government of India, and private trade and industry in the year 1965, promoting India’s exports. FIEO, an ISO 9001: 2015 certified organization, comprising of management including Chairmen of all Export Promotion Councils, Export Development Authorities/Commodity Boards, and representatives of Government recognized status holders, is the apex export promotion organization in the country with direct membership of above 35,000 exporters from all over the country contributing to about 70% of India’s total exports. During his tenure as DG & CEO, FIEO, the membership of the organization increased from 7,200 to about 35,000 in the last sixteen years.For more of our coverage check out thecore.inJoin 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 Probir Roy, co-founder of B2B payments company Paymate and columnist on payments issues as well as Indrani Bagchi, CEO of Ananta Aspen Centre and columnist on diplomatic matters with the Times of India.SHOW NOTES[00:00] Stories Of The Day[00:50] GDP to grow on back of ebullient festive demand, says RBI [03:54] RBI tightens rules for personal loans, credit cards as demand and risk rise[11:10] Panda diplomacy is back, America and China are talking again[18:03] Domestic air traffic continues to GrowFor 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 Akshay D’Souza, Chief of growth and insights at Bizom.SHOW NOTES[00:00] Stories Of The Day [01:00] Indian markets follow global signals on low inflation, Sensex rises 742 points[03:31] A sharp rise in gold imports, almost 100% drives up India’s trade deficit to record high[04:46] After expressing concern over small loans, RBI bars Bajaj Finance from lending under two categories[06:17] Retail consumption data is mixed but Indians are gifting more than ever before[14:54] A legendary hotelier who set the Indian luxury benchmark is no moreFor 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