The Core Report

The Core
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Sep 18, 2023 • 29min

#099 Fleeing Pilots, Spare Part Crisis, Grounded Planes

On today’s episode, financial journalist Govindraj Ethiraj talks to Kapil Kaul, CEO and Director of CAPA Aviation as well as V G Jairam founder of Hyperlink Brand Solutions (organiser for Shakti concerts and the Mahindra Blues Festival).SHOW NOTES[00:55] Indian stockmarkets continue their run, on course for best since October 2007.[04:12] Oil prices trade high, diesel is in short supply.[06:39] Fleeing pilots, spare part crisis, grounded planes, Indian aviation is buzzing with action again with Kapil Kaul[14:05] Live events are taking centre stage globally and in India, will the momentum hold with V G Jairam[26:20] And hmm. State Bank of India will give you chocolates if it thinks you will default.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
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Sep 16, 2023 • 29min

#098 "Empowering Merchants": In Conversation With Thampy Koshy, MD ONDC

On this episode, financial journalist Govindraj Ethiraj talks to T Koshy, MD and CEO of ONDC (Open Network for Digital Commerce). ONDC is a private non-profit Section 8 company established by the Department for Promotion of Industry and Internal Trade (DPIIT) of Government of India to develop open e-commerce. Previously, Mr Koshy was part of the startup team of NSDL (National Securities Depository Limited). He subsequently joined Ernst & Young as a senior partner, where he worked exclusively in population scale problems and its digital solutions. He has played a key role in projects such as DEMAT, UIDAI, GST, the Tax Information Network, and CoWIN to name a few, and has been involved extensively with the ecosystem developing open source solutions and digital public infrastructure.In this conversation you will learn about e-commerce, the setting up of ONDC, how the protocol works, how it facilitates sellers and buyers, use cases, the future of ONDC and more.TCR: Weekend Edition with T Koshy on YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
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Sep 15, 2023 • 17min

#097 The Stock Markets Resume Their Run, Hit All Time Highs

On today’s episode, financial journalist Govindraj Ethiraj talks to market veteran G Chokkalingam of Equinomics Research.SHOW NOTES[00:50] The stock markets resume their run, hit all time highs.[10:04] Oil trades near a 10 month high of $90 as traders predict tightness.[11:33] Birla Group joins the Rs 70,000 crore decorative paint businessFor 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
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Sep 14, 2023 • 24min

#096 The Nifty 50 holds 20000

On today’s episode, financial journalist Govindraj Ethiraj talks to Mahesh Uppal, telecom analyst and lawyer as well as Neil Shah, Vice President at Counterpoint Research.SHOW NOTES[00:50] The Nifty 50 holds 20,000.[01:56] How Supersmart 23-year olds are managing money and accounts from Adani to Byjus[05:26] Elon Musk’s satellite internet service Starlink attacked for denying Ukraine access at a key moment, do we need it for connectivity in India?[15:50] What does an Iphone15 Made and Sold in India mean for the country’s electronics ecosystemFor 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
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Sep 13, 2023 • 20min

#095 Inflation Is Down And Moderates To 6.8%

On today’s episode, financial journalist Govindraj Ethiraj talks to Vivek Kumar, Economist at QuantEco Research as well as Dr Chandrakant Lahariya, a medical doctor, infectious diseases and immunisation public health specialist.SHOW NOTES[00:50] Inflation moderates to 6.8% but cereals, pulses and vegetables inflation levels still high with Vivek Kumar[07:08] MidCaps & Small Caps pounded in the stockmarkets. The Core Report hinted so.[09:12] IPhone 15 that will be sold in India will be made in India too.[12:16] US is launching fresh rounds of Covid vaccines, should India take note? with Dr Chandrakant LahariyaFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
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Sep 12, 2023 • 31min

#094 The Nifty Hits 20000, Investors Turn Cautious

On today’s episode, financial journalist Govindraj Ethiraj talks to Anuj Gupta, Head of Commodities & Currencies at HDFC Securities, Sheetal Sapale, Vice President Commercial at pharma industry intelligence firm Pharmarack as well as Dhairyashil Patil, President of the All India Consumer Products Distributors Federation.SHOW NOTES[00:50] The Nifty hits 20,000, investors turn cautious, Kotak pulls the plug on midcap story.[06:02] A new sovereign gold bond scheme launches amidst a positive outlook for gold with Anuj Gupta[12:02] How chronic prescription medicines are shifting online and why Augmentin continues to rule the day with Sheetal Sapale[19:14] Consumer products come under pressure as distributors struggle with inventory levels with Dhairyashil PatilFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
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Sep 11, 2023 • 31min

#093 G20 Concludes With Agreements On Climate And Infrastructure With Much Praise For India

On today’s episode, financial journalist Govindraj Ethiraj talks to Dr Arunabha Ghosh, climate expert and CEO of the Council for Energy, Environment and Water, Pushan Sharma, Director Research at Crisil Market Intelligence & Analytics as well as Bimal Kothari, Chairman of the Mumbai-based India Pulses and Grains Association (IPGA), the apex body for India’s pulses trade and industry.SHOW NOTES[00:50] The G20 concludes, with agreements on climate and infrastructure & praise for India’s handling with Dr Arunabha Ghosh[11:49] How the potato or aloo has become a key force in our fight against food inflation with Pushan Sharma[17:18] India’s love and dependance on dal could set off a trade war shortly with Bimal Kothari[27:14] And hmm..if you are over 50, then you are more important for business than you think.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
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Sep 9, 2023 • 49min

#092 "Entrepreneurial Spirit Alive and Kicking": ASK Group Director Bharat Shah

On this episode, financial journalist Govindraj Ethiraj talks to Bharat Shah, Executive Director, ASK Group. He holds a bachelor’s degree in commerce from the University of Bombay and a post-graduate diploma in management from the Indian Institute of Management, Calcutta. He is also a member of the Institute of Chartered Accountants of India and a member of the Institute of Cost and Works Accountants of India. He has been on the Board since 2008. He has over 24 years of experience in the field of investment management and has previously worked at Birla Capital International AMC Limited and Asian Paints (India) Limited.In this conversation you will gain insights into business practices, stock markets, investing, risk, and a whole lot more.TCR: Weekend Edition with Bharat Shah on YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
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Sep 8, 2023 • 23min

#091 Foxconn Tie Up With STMicroelectronics NV For A Semiconductor Plant

On today’s episode, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO of foreign affairs think tank Ananta Centre and also former Diplomatic Editor of Times of India.SHOW NOTES[01:00] Foxconn returns to the table after breakup with Vedanta, to tie up with STMicroelectronics NV for a semiconductor plant.[04:48] Stocks Stay Up, Morgan Stanley predicts a 10% run up in markets to elections.[06:57] A Veg Thali is now 24% more expensive, falling tomato prices help[08:42] What Does G20 Have In Store for India? with Indrani Bagchi, Ananta Centre[16:49] Stockpicking in a heated market, should one buy loss making companies? with Bharat Shah, ASK Investment ManagersFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
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Sep 7, 2023 • 25min

#090 Almost Half Of The Global Real-Time Payments In 2022 From India: RBI

On today’s episode, financial journalist Govindraj Ethiraj talks to Peter McGuire, CEO of XM Australia as well as Dr Rashmi Hegde, Executive Vice President, Medical Affairs at GlaxoSmithKline.SHOW NOTES[00:50] India accounted Almost Half of the global real-time payments in 2022: RBI[06:50] Crude prices hit $90 a barrel, fears of $100 sweep the markets.[13:04] Rupee hits an all time low against the dollar, again.[15:43] A vaccine for Shingles leads the way to more vaccines as preventive cures.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram

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