The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to ICICI Securities Equity Strategist Vinod Karki as well as Sanjay Agarwal, President of ELCINA (Electronic Industries Association of India) and MD at Globe Capacitors.SHOW NOTES[00:50] Its a bull market and a frenzied bull market at the same time. Why its time for some caution[07:58] Is India in a position to manufacture high end laptops right now ?[16:34] The cost of a vegetarian thali in India rose by 34 per cent in July, in just one month. [20:46] Global advertising giant WPP forecasts slower growth as tech majors pull back on spends.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 Ashok K Bhattacharya or AKB, the Editorial Director for the Business Standard and columnist on economic matters as well as Nikhil Pahwa, founder and editor of Medianama, a technology policy analysis website based out of New Delhi.SHOW NOTES[00:50] Reliance sets ESG targets in its annual report, highlights human rights, governance[08:17] India’s import licenses on laptops, could it have addressed the problem differently? [16:00] The Government’s  new personal data protection bill may be more intrusive than protective.[24:41] Hmm..India’s largest statue of the Prime MinisterFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram

On this episode, financial journalist Govindraj Ethiraj talks to Economist Arvind Panagariya. He is the Jagdish Bhagwati Professor of Indian Political Economy at Columbia University and is also the Director of Deepak and Neera Raj Center on Indian Economic Policies at School of International and Public Affairs at Columbia University in New York City. He served as first vice-chairman of the government of India think-tank NITI Aayog between January 2015 and August 2017. Professor Panagariya is a former Chief Economist of the Asian Development Bank and was on the faculty of the Department of Economics at the University of Maryland at College Park from 1978 to 2003. During these years, he also worked with the World Bank, IMF and UNCTAD in various capacities. Professor Panagariya has authored more than fifteen books. His book India: The Emerging Giant (2008, OUP, New York) was listed as a top pick of 2008 by The Economist and described as the “definitive book on the Indian economy” by Fareed Zakaria of the CNN. The Economist has described his book, Why Growth Matters, (with Jagdish Bhagwati) as “a manifesto for policymakers and analysts.”In this conversation you will learn about the significance of exports in global trade, how exports influence economic growth, how Indian real estate laws restrict growth, who Harish Ahuja is, why businesses should focus more on non-tech related sectors and more. Connecting the Dots with Professor Arvind Panagariya on YoutubeFor 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 Pankaj Mohindroo, Chairman of the Indian Cellular and Electronics Association as well as Vinod Kaul, Executive Driector of Indian Rice Exporters Association.SHOW NOTES[01:09] Markets Have Fallen 1,200 points in two days but worry not, a spate of bullish India reports from global institutions could alleviate the pain if not turn things around.[02:24] Government places restrictions on imports of laptops, tablets and personal computers. What does it mean?[09:45] A ban on rice exports are now hurting countries everywhere. And it seems to be hurting India too.[19:21] A 3-week drought of bullish reports ends, another solidly bullish India report from a global investment bank, Morgan Stanley and S&P Global forecasts good times.[23:33] Construction could employ 100 million Indians in 7 years.[24:28] Arvind Panagariya, former NITI Ayog Vice Chairman Comes Out Strongly Against Those Questioning Role of Exports As A Growth Driver for IndiaFor 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 Sujan Hajra, Chief Economist & Executive Director at Mumbai-based Anand Rathi Securities.SHOW NOTES[00:46] America Is Hit With A Ratings Downgrade, Markets WorldWide React with Sujan Hajra[08:36] Reliance Retail Started in 2006 Is More Valuable Than Older Oil To Chemicals businesses[10:39] Foxconn’s Many Announcements Across India[15:01] Some 75% of Starbucks sales come from cold drinks, not hot coffee.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 Dinesh Kanabar, founder & CEO of tax firm Dhruva Advisors as well as Gautam Chikermane Vice President at Observer Research Foundation.SHOW NOTES[00:51] GST Collections top Rs 165,000 crore, will this momentum hold? with Dinesh Kanabar[09:55] Gold demand set to slip this year as do Indian markets, on August 1 [10:52] A new bill aims to decriminalise draconian laws that hurt business. Is it enough? with Gautam Chikermane[19:45] Another airline gets set to fly internationalFor 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 Crisil chief economist D K Joshi, independent research analyst specialising in banking and micro-economy Hemindra Hazari, as well as Editor of Taxsutra Arun Anandagiri.SHOW NOTES[00:51] India has a looming exports challenge that is much closer to home than we think with D K Joshi[08:32] Kotak Bank faces a succession challenge and a possible face off with regulator, the Reserve Bank with Hemindra Hazari[20:08] Rainfall forecasts and numbers are now above normal and looking good for the country.[24:58] Over 65 million taxpayers raced to file their returns on July 31st, the last day for doing so with Arun AnandagiriFor 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 Murali Neelakantan, Principal Lawyer at amicus and earlier global general counsel with Glenmark Laboratories and Cipla Laboratories, as well as, Sabina Dewan, President of JustJobs Network, a global research organization which produces empirical research on job creation.SHOW NOTES[01:04] The India Semiconductor Race Gathers Pace as AMD announces $400 million investment.[04:47] Can the sovereign of India be taken to court for deadly cough syrups exported by private companies? with Murali Neelakantan[17:32] Gig workers are a visible part of the country’s workforce.. A bill in Rajasthan wants to protect them. Can it? with Sabina Dewan[26:44] The Bank of England hires former US Federal Reserve head Ben Bernanke to find out why the Uk slept through inflation rises. [29:51] Will summer travel ever be the same again?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram

On this episode, financial journalist Govindraj Ethiraj talks to Dr. R.M. Anjana, Managing Director of Dr. Mohan’s Diabetes Specialities Centre, a WHO Collaborating Centre for Non Communicable Diseases Prevention and Control and IDF Centre of Education. She is also the Vice President of the Madras Diabetes Research Foundation, which is an ICMR Centre for Advanced Research on Diabetes. Her main research areas are prevention of diabetes, epidemiology, physical activity and translational research and metagenomics.Dr. Anjana has published over 250 papers in national and international peer reviewed journals. She has also participated and given lectures in several national and international conferences and programmes on diabetes, non communicable diseases and cardiovascular epidemiology.In this conversation you will learn about the alarming implications of a recent study (for which Dr. Anjana is the lead author) by the Indian Council of Medical Research (ICMR) on diabetes in India, what were some of the study's findings, and insights into the diabetes epidemic from both a personal and policy lens.Connecting the Dots with Dr. R M Anjana on YoutubeFor 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 Mayur Karmarkar, head of the International Copper Alliance India, Krishnan ASV, BFSI Lead Analyst, Institutional Equities at HDFC Securities, as well as Dr R M Anjana, managing director, Dr. Mohan's Diabetes Specialities Centre.SHOW NOTES[00:56] Indian Markets Pause Again, The Dow Jones Has Longest Run in 36 Years[04:09] If banks are doing so well, is the rest of the economy doing well too ?[15:49] There is excitement around copper, set to see fresh capacity.[26:17] Working For Home, Why You Are A Big Candidate for Diabetes. With Dr R M AnjanaFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram