The Core Report

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

On today’s episode, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga, Chief Economist at rating agency Crisil DK Joshi, as well as equity strategist at ICICI Securities Vinod Karki.SHOW NOTES[00:56] Markets Resume Their Run, Tech Mahindra Surprises, Why Buybacks Indeed? with Ambareesh Baliga[09:07] Rice prices rise globally after India stops export of non-basmati rice.[10:16] How falling whole sale price inflation is sharply bringing down prices of goods that we buy with DK Joshi[17:36] Upgrades and Downgrades of Company Performances, What is the final score? with Vinod Karki[25:41] And hmm..if you missed getting mangoes from Ratnagiri, you could get them from…Italy, yes Italian Mangoes!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 Vice President of Research at Dolat Capital Rahul Jain, well known film trade analyst Komal Nahta, as well as media analyst and Business Standard columnist Vanita Kohli Khandekar.SHOW NOTES[00:56] Foreign investors have pumped in $15 billion net this year, IMF ups growth forecasts.[03:22] In Unusual Step, Venture Fund Says It Will Work With The Govt To Uphold Shareholders Interests in Ed Tech Company Byju[05:55] Are IT Companies Geared To Deliver The Guidance They Promise?[15:04] India’s film exhibition industry braces for a perfect storm as Hollywood pipeline is set to slow down and Bollywood films don’t do as well.[27:34] A very good explanation of how AI works and why it is changing our lives?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 Anuj Puri, Chairman of Anarock Group as well as B V Krishna Rao, President of the Rice Exporters Association and Managing Director of Pattabhi Agro.SHOW NOTES[00:56] After food, Inflation bites affordable housing, as segment sales crash in last six months[08:13] India bans rice exports, affecting Indians overseas with no real benefit to locals, could the solution be to increase export duties further?[20:36] Tesla is to start negotiations with the Indian Government to manufacture a Rs 20 Lakh Car[23:23] Almost 50 years of launching a hotel arm, cigarette maker ITC says it will separate it’s hotels arm into a new company - ITC HotelsFor 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 Siraj Hussain, former Agricultural Secretary to the Government of India and now advisor to FICCI and present on boards of various companies.SHOW NOTES[00:56] India’s results season picks up steam, banks are beating estimates, IT companies are falling behind.[08:03] Ambani revs up in finance and Adani gets ready to exit it[11:40] Inflation of key household ingredients like cereals and pulses are in double digits and hurting households, what should we do next, with Siraj Hussain, Former Agriculture Secretary of Govt of India[19:02] What to eat when you are on the road, with Dr Nandita IyerFor 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 A K Bhattacharya, an economic journalist who has worked in the industry for more than four decades. He set the bar for business reporting as the chief of bureau at the Economic Times in the early 1990s, when economic reforms raged. He went on to become the editor of the Pioneer and Business Standard. He is now Business Standard's editorial director and a writer of a long-running column - Raisina Hill. His latest book From Independence to Emergency: India’s Finance Ministers 1947-1977 is the story of India’s finance ministers who shaped India’s economy in the first thirty years after Independence. In this conversation you'll learn and hear anecdotes about the various policies that were introduced in that era of India's economy, how some of the institutions that form the backbone of the economy were set up, the dynamic between the prime minister and the finance minister, 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 Deven Choksey, MD and Chairman of DRChoksey FinServ as well as climate scientist Dr Arunabha Ghosh, CEO of the Council for Energy, Environment and Water (CEEW).SHOW NOTES[01:04] Markets Are Going Stronger, Jio Financial Hits It Out with Deven Choksey[12:00] Infosys net profits up and attrition down sharply to 17% reflecting shifts in the tech job market.[13:51] Massive renewable energy projects announced, including by Adani, how many will materialise with Dr Arunabha Ghosh[21:55] Who Was India’s Best FM in the early years?[25:39] And Hmm..Netflix finally cracks down on password sharing in 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 Aniket Dani, a Director of Research at rating agency CRISIL as well as Rajesh Menon, Director General of the Society of Indian Automobile Manufacturers (SIAM).SHOW NOTES[00:51] Tatas to build a 40 GW battery cell factory in the UK[03:08] India’s mixed bag of corporate performance with a shadow of a slowdown with Aniket Dani[10:33] Indians are totally in love with utility vehicles as it becomes 55% of passenger vehicle market with Rajesh Menon[18:02] Reliance is back in finance, once again, this time with more gustoFor 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 Prashanth Agarwal, Partner, Indirect Tax at tax firm PwC.SHOW NOTES[00:55] Gautam Adani comes out agressively in an address to shareholders.[06:59] The Enforcement Directorate will share information with the Goods & Services Tax Network, what does it mean now?[15:40] Global growth has shown resilience but manufacturing is slowing, says IMF Chief in Gandhinagar[16:57] And hmm..the income tax says inoperative PAN card is not the same as an inactiveFor 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 Prakash Diwan, market veteran and director of Altamount Capital Management, as well as Vinod Karki, equity strategist at ICICI Securities.SHOW NOTES[00:50] US exchange traded funds are investing 3 times as much in India versus China with Prakash Diwan[10:02] How 42% of Corporate India’s Wage Bill Belongs To IT Companies with Vinod Karki[19:38] Action in the mattress space as Sleepwell buys Kurl-On[22:32] And news from Gandhinagar with Janet Yellen and Ajay BangaFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram