The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Captain Jimmy Sarbh, former Regional Director, South Asia and the Middle East at P&O Ports (and considered a pioneer in private port operations in India and in the region) as well as Vinod Karki, Equity Strategist with ICICI Securities.SHOW NOTES[00:00] Stories Of The Day[01:00] Fear and volatility hit global markets, oil below $89  a barrel.[03:37] Uday Kotak’s junior from Sydenham College takes charge as Kotak Bank CEO[07:26] Hindustan Unilever has Nineteen Rs 1,000 crore brands now[08:56] Indian IT professionals drive much discretionary spending in India. With a downturn, could that change? With Vinod Karki, ICIC Securities[18:28] Major activity in new port and concessions signed across India’s west coast. What is it adding upto? With Captain Jimmy Sarbh, Former CEO DP World[28:08] No Go To Cyrpto, says RBI GovernorFor 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 this episode, financial journalist Govindraj Ethiraj talks to Vinayak Chatterjee, Founding & Managing Trustee of the Infravision Foundation as well as Chairman of the Confederation of Indian Industry's (CII) National Task Force on Infrastructure Projects – Monitoring & Advocacy. He co-founded Feedback Infra Pvt. Ltd. in 1990 and served as its Chairman from 1990 to 2021. Since stepping down from active management, he now devotes his time and energy to Infrastructure Policy and Advocacy; as well as to nurturing educational institutions.He has often been called upon to play a strategic advisory role to leading domestic and international corporates, the Government of India, various Ministries dealing with infrastructure, as well as multilateral and bilateral institutions in the areas of infrastructure policy, planning and implementation. He is a well-read columnist and writes a monthly column on infrastructure for Business Standard called ‘INFRATALK’. He has authored a book titled “Getting it Right – India’s Unfolding Infrastructure Agenda” published in 2011.In this conversation you will learn about the India-Middle East-Europe Economic Corridor (IMEEC), what problem the corridor is trying to solve, what opportunities it brings for the countries involved, and what it means for India.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 Ashok K Bhattacharya, Editorial Director of Business Standard as well as Sanjog Gupta, Head of Sports at Disney and Star.SHOW NOTES[00:00] Stories Of The Day[01:00] British PM Rishi Sunak follows US President Joe Biden into Israel, oil pauses around $90 now.[02:26] Rupee closes at record low again as Asian currencies reel under pressure from dollar.[03:09] Google Announces Pixel phone Manufacture In India, small loans for businesses.[07:45] India is seeing a consistent rise in self-employment levels. What does it mean? [17:36] World Cup Cricket pulls 268 million television viewers for 11 matches even as streaming numbers hit records.[26:38] Netflix Tastes Blood..of SubscribersFor 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 Siraj Hussain, former Agriculture Secretary to the Government of India and columnist on agricultural issues as well as Rajneesh Singh, Managing partner, at Simply HR Solutions.SHOW NOTES[00:00] Stories Of The Day [01:00] Joe Biden’s Visit To Israel fails to Calm Fears After Gaza Hospital Attack, Oil Jumps to $93[02:05] JP Morgan bets on India manufacturing story, says will be 3rd largest economy in 2030.[06:05] It’s three months since the Rice Exports were banned, have the outcomes been achieved, with Siraj Hussain[15:06] IT giant TCS mandates a dress code, do companies need one, with Rajneesh SinghFor 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 Pramod Kumar S, president of the Roller Flour Millers' Federation in Bangalore SHOW NOTES[00:00] Stories Of The Day[01:10] Markets hold their breath as President Joe Biden Slated To Reach Tel Aviv Today[03:03] India’s Rs 143 Lakh Crore infra spend in next 7 years is double of previous 7 years.[04:54] Wheat prices continue to rise, hit 8 month high, trade wants import duty cuts.[11:07] Bajaj FInance raises provisions for bad loans on heels of RBI warning of growth in personal loans.[13:19] Artificial Intelligence will see a cold shower in 2024, says leading internet research agency.[16:20] Funflation, when prices of concerts you want to attend become unaffordable.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 Karan Taurani, senior vice president and media and internet analyst at Elara Capital. We also feature an excerpt from the recent Weekend Edition featuring Jacob L. Shapiro, Partner & Director of Geopolitical Analysis, Cognitive Investments.SHOW NOTES[00:00] Stories Of The Day [01:00] High intensity diplomacy in the middle east to prevent escalation of war keeps oil and markets steady.[03:06] The Russians want Chinese yuan for oil they are selling to India.[11:24] Record Bollywood collections at the box office, could the momentum continue ?[20:02] The India opportunity in a post globalised, multi polar world and what India must do with Jacob L ShapiroFor 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 Crisil Chief Economist D K Joshi as well as sports and cricket journalist and commentator Ayaz Memon.SHOW NOTES[00:00] Stories Of The Day [01:00] Markets and oil turn nervous as Israel threats ground invasion of Gaza[03:07] India imports tomatoes from Nepal but does not reciprocate with rice. Smugglers take over.[09:24] Inflation is down to 5%, was it by accident or design and what is the prognosis then? with DK Joshi[15:37] 130,000 people in person and 35 million people watched India-Pak match online. What’s next after the grand show? with Ayaz Memon[20:58] Unilever man becomes New Zealand Prime MinisterFor 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 this episode, financial journalist Govindraj Ethiraj talks to Jacob L. Shapiro, Partner & Director of Geopolitical Analysis, Cognitive Investments (CI). He works with the CI research team to integrate geopolitics into CI’s investment strategies. He also authors the “Global Situation Report,” a weekly intelligence brief on the world’s most important developments.Jacob hosts CI's podcast series, "Cognitive Dissidents," which features interviews with a diverse array of foreign policy, technology, and global business experts. Jacob is a prolific writer and frequent keynote speaker at conferences and events.In this conversation you'll learn about the relation between geopolitics and investments, places in the world showing the most exciting opportunities, and the implications of history on the movement of capital.For 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 Rahul Jain, Vice President at Dolat Capital & IT analyst as well as Nita Kapoor, CEO of The International Spirits & Wines Association of India (ISWAI). SHOW NOTES[00:00] Stories Of The Day[01:00] Falling food prices bring down Inflation sharply to 5.02%.[03:01] Israel-Hamas war toll crosses 2,600. Indian markets pause again, oil steady, US treasury yields rise.[05:11] IT Companies start reporting expectedly weaker results, streets still disappointed. [14:08] Jindal Bids For Go Air. Do conglomerates have a better chance at running airlines?[25:43] Most Indians like watching movies in theatres for the big screen experience and first day first show experience, says Survey.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 Dhirendra Kumar, Founder and CEO of Value Research as well as Akshay DSouza, chief of growth and insights at Bizom.SHOW NOTES[00:00] Stories Of The Day [00:50] Indian markets hold gains, oil falls and markets rise[12:25] Rice and now sugar, all head for more fresh export controls[13:55] Ambani scion meets unexpected institutional (advisory) voter resistance for board seat[18:51] Monsoon recovery pushes up demand for fast moving consumer goods, stores gear for festival rushFor 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