

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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Oct 11, 2023 • 18min
#119 The IMF Has Raised FY24 India Growth Projection To 6.3%
On today’s episode, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, vice president commercial at PharmaRack. We also feature an excerpt from our Weekend Edition featuring Anshuman Magazine, Chairman & CEO of India, South East Asia, Middle East, and Africa at CBRE. SHOW NOTES[00:00] Stories Of The Day[00:50] Israel-Hamas war escalates, markets stable for now.[02:31] The IMF has raised FY24 India growth projection to 6.3 per cent[06:58] Sales of anti-infective drugs reveal fresh weather led disease patterns. [15:51] Stockholm to ban petrol and diesel cars in city centreFor 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

Oct 10, 2023 • 24min
#118 World Markets Take A Hit On Israel-Hamas War
On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of FADA (and also the Managing Partner of Ralas Motors based out of Raipur, Chhattisgarh) as well as Pankaj Mohindroo, Chairman of the Indian Cellular and Electronics Association.SHOW NOTES[00:00] Stories Of The Day[00:50] World markets take a hit on Israel-Hamas war, oil holds at $87 a barrel.[05:27] No supply chain issues, wait times down, Indian auto industry now in full demand mode.[15:07] Cellular phone exports rise sharply, target $17 billion by end of year.[21:25] Nobel Prize for Economics Goes To Professor Goldin for gender disparities at work and pay.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

Oct 9, 2023 • 29min
#117 Markets Brace For Middle East Tension Impact
On today’s episode, financial journalist Govindraj Ethiraj talks to economist Brinda Jagirdar, economic affairs writer and columnist Shankkar Aiyar as well as Karan Taurani, media analyst and Senior VP at Mumbai-based Elara Capital. SHOW NOTES[00:00] Stories Of The Day[00:50] Markets brace for middle east tension impact, second quarter results[04:44] Credit policy held interest rates for now, what is the RBI’s strategy? with economist Brinda Jagirdar[09:05] The Bihar Caste Survey, What Is the economic impact, with Shankkar Aiyar[15:34] The Real World Cup Numbers, what’s different from more and how are we measuring better, with Karan Taurani of Elara CapitalFor 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

Oct 7, 2023 • 25min
#116 “India: No.1 Offshoring Destination for the US”: Anshuman Magazine
On this episode, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO - India, South East Asia, Middle East, and Africa, CBRE. Based in New Delhi, he oversees operations for 19 countries and over 50 offices and affiliates across these geographies. He has been involved in some of the largest advisory assignments including a disinvestment exercise for a portfolio of 26 Government-owned hospitality assets, privatization of airports and various other infrastructure projects. Globally, he has played a prime role in assisting a large number of multinational corporations in establishing and successfully running their India operations. He has also advised various international real estate financial institutions and private equity funds on investments in the realty sector in the region. He has also advised various international real estate financial institutions and private equity funds on investments in the real estate sector in the region.In this conversation you'll gain perspective on commercial real estate trends and the scale of various aspects of the real estate sector in India.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram

Oct 6, 2023 • 25min
#115 Goldman Sachs Takes A Pause On Indian Stocks
On today’s episode, financial journalist Govindraj Ethiraj talks to Jehangir B Gai, well known consumer rights activist and lawyer as well as Ayaz Memon, renowned cricket and sports writer as well as commentator.SHOW NOTES[00:00] Stories Of The Day[00:50] Goldman Sachs takes a pause on Indian stocks even as markets rise on falling oil prices.[04:14] Indian IT companies are facing a washout year, says JP Morgan after last week’s broad bullishness.[05:43] More Indians are taking health insurance companies to court and winning.[14:13] Its the World Cup and its worth over $2.5 billion!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

Oct 5, 2023 • 24min
#114 Global Markets Are In Turmoil As Interest Rates Head Higher
On today’s episode, financial journalist Govindraj Ethiraj talks to Shriram Subramanian, founder of InGovern Research services (an institutional investor advisory based out of Bangalore) as well as Vivek Rathi, Director of Research at Knight Frank India.SHOW NOTES[00:00] Stories Of The Day [00:50] Global markets are in turmoil as interest rates head higher, oil prices begin to fall.[04:31] Why are more directors quitting or rather fleeing from boards of startups?[12:20] Low income real estate buyers drop off the market as interest rates and inflation bites.[21:29] The most spirited stock on Indian markets. Explanation coming up.For more of our coverage check out thecore.inInteract with us or ask us questions on TelegramSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Oct 4, 2023 • 22min
#113 World Bank Raises India Inflation Projection To 5.9%
On today’s episode, financial journalist Govindraj Ethiraj talks to Saif Rahiman Mukadam, Research Analyst at ICICI Securities as well as Anuj Gupta, Head of Commodities and Currencies at HDFC Securities. SHOW NOTES[00:00] Stories Of The Day[01:00] World Bank raises India inflation projection to 5.9%[04:35] Gold & silver prices fall to 7 month lows.[08:37] The Dollar Gets Stronger By The Day, How Long Will It Hold?[14:32] Vedanta puts a full page ad in a mainline newspaper for a shareholder communication.[18:13] Indonesia’s Bullet Train Goes On Rails.For more of our coverage check out thecore.inInteract with us or ask us questions on TelegramSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Oct 3, 2023 • 32min
#112 Unemployment Rate In The Country Drops To 1-Year Low In September
On today’s episode, financial journalist Govindraj Ethiraj talks to Vijay Setia, former President of the All India Rice Exporters Federation and also Chairman and Managing Director of Chaman Lal Setia Exports (makers of the well known Maharani Basmati Rice brand) as well as Siraj Hussain, former Agriculture Secretary to the Government of India and frequent columnist on agricultural and food production issues. SHOW NOTES00:00 Stories Of The Day00:50 Unemployment rate in the country drops to 1-year low in September.06:38 India’s Rice Export Ban draws WTO ire, Indian exports are holding out.17:05 India swings between excess and scarcity on food produce, are there lessons from the past ?26:38 Google Chromebooks to be made in India by HP nowFor more of our coverage check out thecore.inInteract with us or ask us questions on TelegramSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Oct 2, 2023 • 24min
#111 Maruti Hits Record Sales In September And GST Collections Steady
On today’s episode, financial journalist Govindraj Ethiraj talks to Nir Linchevski, a 20-year veteran of Israel’s VC/PE ecosystem and Managing Partner at Israel Secondary Funds which manages over half a billion dollars across three funds. SHOW NOTES[00:00] Stories Of The Day[01:00] GST collections steady around 162,000 crore.[02:14] Jet fuel and commercial LPG prices increase, will other hikes follow?[04:05] Maruti hits record sales in September, Vedanta to split into 6[06:13] Markets[07:54] Why tech startup investment in Israel is falling? with Nir Linchevski[15:58] Decoding Macro Signals with DK Joshi (A Weekend Edition Excerpt)[18:40] Alcohol or not? CEO's Diet with Dr. Nandita Iyer - Article linkFor more of our coverage check out thecore.inInteract with us or ask us questions on TelegramSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Sep 30, 2023 • 21min
#110 Decoding Macro Signals with DK Joshi, Chief Economist at CRISIL
On this episode, financial journalist Govindraj Ethiraj talks to Dharmakirti Joshi, Chief Economist at CRISIL. With over 30 years experience in economic research and consultancy, Mr Joshi's career began in NCAER where he spent 11 years. He then moved on to senior positions in Central Electricity Regulatory Commission, New Delhi and currently CRISIL (An S&P Global Company).He has extensive experience in macroeconomic analysis, medium term assessment of Indian economy and forecasting as well as in public finance issues at the central and state levels. He has been a consultant to the state governments on fiscal issues. At CRISIL he has been involved in consulting assignments which cover demand forecasting and assessing the macro economic scenario and its implication for the corporate clients. He has also been involved in analysing and monitoring the impact of macro economic shocks on the economy. He has been a part of the faculty that trains senior regulatory officials from the South Asia region. He is also the co-chairman of Economic Affairs Committee of Bombay Chamber of Commerce. He often writes for leading newspapers and expresses his views on the economy on TV and in various other online and offline forums.In this conversation you'll learn of identifiable Marco Signals which can be analysed to extrapolate predictions on the direction of the economy.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram