The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to ndirect tax expert Rohit Jain, Partner at the Mumbai headquartered Economic Laws Practice or ELP as well as Atul Chaturvedi, Chairman of Sri Renuka Sugars.SHOW NOTES[00:00] Stories Of The Day [03:08] India’s housing markets continue to boom even as stock markets turn weak. [05:09] More and more GST inspectors are landing up at businesses and factories. Who is at fault ? With Rohit Jain, ELP[13:46] Sugar stocks and prices rise as companies position themselves as energy companies. With Atul Chaturvedi of Renuka Sugars[21:35] Indian roads are best for, destructive testing[23:08] Asian Paints co-founder Ashwin Dani passesFor 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

On today’s episode, financial journalist Govindraj Ethiraj talks to Sanjay Agarwal, President of the 56 year old Electronics Industry Association of India (ELCINA) and also managing director of Globe Capacitors. SHOW NOTES[00:00] Stories Of The Day[01:00] Nomura upgrades India to overweight from Neutral, markets look up[02:34] 100 Bagger Stocks In Indian Markets Are Mostly Manufacturing Companies[07:45] No Import licenses for laptops, but import management system, what’s really changed? [18:04] Akasa Air PIlots Can be Sued But Should The Airline Do So?[20:33] Google is 25 years old. Lessons for longevity.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

On today’s episode, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for Forex and Interest Rates for Kotak Securities as well as Girish Vanvari of Transaction Square, a tax regulatory and business advisory firm. SHOW NOTES[00:00] Stories Of The Day[00:50] What Jamie Dimon Said But Did Not Make Headlines[03:58] The dollar is at its strongest in 2023 and the Rupee is fighting back.[08:46] Massive GST notices are being thrown at gambling/gaming companies. Is the law on course?[19:32] New disclosure guidelines for unicorns are likelyFor 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

On today’s episode, financial journalist Govindraj Ethiraj talks to Namrata Mittal, Economist at SBI Mutual Fund. SHOW NOTES[00:00] Stories Of The Day[01:00] Markets And The Rupee[01:37] Forget the sundowner. The National Stock Exchange wants to start derivatives trading between 6 and 9 pm.[04:22] Foreign funds will flow into Indian Government bonds but that comes with some additional scrutiny.[16:46] India is waiting for Tesla’s car factory but then so are several other countries.[22:06] And hmm..where in India you should really buy your booze.[23:37] Late night talk shows in America might return as the Hollywood writers strike could endFor 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

On today’s episode, financial journalist Govindraj Ethiraj talks to Journalist and columnist on trade issues Shankkar Aiyyar. We've also featured an excerpt from Episode #104 featuring Louis-Vincent Gave, founding partner and CEO of Gavekal, one of the world's leading providers of investment research. SHOW NOTES[00:00] Stories Of The Day[00:46] India’s stocks are down but there is good news on bonds[05:39] The World Trade Organisation lumps India with an unusual trading bloc[13:01] Murdoch steps down from NewsCorp and the media assets he sold to Disney are on sale.[16:45] Factories are leaving China but which ones?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

On this episode, financial journalist Govindraj Ethiraj talks to Louis-Vincent Gave, founding partner and CEO of Gavekal, one of the world's leading providers of investment research, providing insights on the global macroeconomy and markets, and on China's economy and companies. In 1998, Louis launched Gavekal with his father Charles and Anatole Kaletsky. At the time, Asia was set to become an ever more important factor in global growth, so Gavekal was set up to offer its clients more information, and more ideas, relating to Asia.Louis has written seven books, the latest being Avoiding the Punch: Investing in Uncertain Times which reviews how to build a portfolio at a time of rising geostrategic strife, and when very low interest rates and stretched valuations on most assets announce constrained returns on most assets over the next decade.In this conversation you learn about the state of China's exports, how the Russia-Ukraine War catalyzed de-dollarization, the impact of green energy on western economies, how the markets view India and more.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 aviation columnist Anjuli Bhargava, Chief Economist at Bank of Baroda Research Madan Sabnavis, as well as well known economics journalist, international trade commentator and columnist Shankkar Aiyar. SHOW NOTES[00:00] Stories Of the Day[01:00] The Sensex falls as Federal Reserve fears of another rate hike in the US weigh.[02:37] India-Canada ties worsen, will trade and business be impacted?[08:24] The Government’s airline regulator suspends Air India’s safety head, what does it mean?[14:02] Why are India’s savings levels falling so dramatically?[22:41] India emerging as future export manufacturing powerhouse with competitive cost structures, new BCG report.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

On today’s episode, financial journalist Govindraj Ethiraj talks to Captain Sam Thomas, a former Jet Airways pilot and now President of the Airline Pilots Association of India as well as Akshay D'Souza, Chief of Growth and Insights at Bizom. SHOW NOTES[00:00] Stories of The Day[00:50] The markets take a u turn, fall 800 points, $100 predictions for oil are here.[02:27] Contract, what contract, say pilots as Akasa Air takes battle with fleeing pilots to court with Captain Sam Thomas[14:30] Consumer demand is falling across categories, rains are one reason with Akshay D'Souza[20:48] All is forgiven for now, Total France is back with Adani in a new ventureFor 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

On today’s episode, financial journalist Govindraj Ethiraj talks to Bornali Bhandari, Professor at the National Council For Applied Economic Research or NCAER as well as Achin Bhardwaj, Director Asset Allocation for Delhi-based wealth management firm Client Associates. SHOW NOTES[00:00] Stories Of The Day[01:00] Oil breezes past $95 a barrel as inflation fears return around the world.[04:21] Why are so many graduates working as food delivery agents ? NCAER’s gig economy report.[14:47] Will a 20% tax on outward remittances from October 1 affect flows ?[22:00] More countries are automating immigration systems, should India follow.[24:03] Disney to invest $60 billion in theme parks and cruises in focus on experiential entertainment.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

On today’s episode, financial journalist Govindraj Ethiraj talks to Singapore-based oil analyst Vandana Hari of Vanda Insights as well as Sanjeev Bisht, Chairman of the All India Spices  Spices Export Forum of India (Guntur) and also a vice president in ITC working in spices and other products.SHOW NOTES[01:00] Advance tax collections are up 21% in a sign of economic stability [03:20] Stockmarkets take a pause but public sector bank stocks spring a surprise[05:30] Oil now heads into worrying territory. How far or up can it go? with Vandana Hari[13:32] Spices inflation is around 20% and more most of this year. Why are prices of spices not going down? with Sanjeev Bisht[20:19] And hmm. Thailand will provide tax exemptions to Indians on jewellery imported for marriage, in Thailand of courseFor 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