The Core Report

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

On today’s episode, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, Chairman of Sri Renuka Sugars and President of the Asian Palm Oil Alliance as well as Dr. Raj Vaidya, Immediate past Chairperson, IPA Community Pharmacy Division.SHOW NOTES[00:51] India’s Exports Are Falling Sharply And So Are Countries Across Asia[03:49] Low edible oil prices are keeping inflation down[15:41] Streetside pharmacies are fighting online upstarts, what could be outcome?[28:06] And how Wall Street’s rally is getting broader, even GE is backFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On this episode, financial journalist Govindraj Ethiraj talks to Rajesh Jain, a technology entrepreneur and pioneer in Asia’s dotcom revolution, and someone who created India’s first Internet portals in the late 1990s.  Rajesh Jain is founder of Netcore Cloud, a global marketing technology company that offers AI-powered marketing automation and analytics solutions. Netcore empowers modern marketers to map their customer journey to deliver exceptional 1:1 customer experiences. Netcore serves over 5,000 Indian and international corporates and sends more than 20 billion messages (emails and SMSes) monthly through its messaging gateways. Netcore is a proficorn — profitable, private, bootstrapped and highly valued.Headquartered in Mumbai, India, with 15+ offices across the USA, Singapore, Malaysia, Nigeria, Indonesia, UAE, UK, and Germany, Netcore Cloud serves 5000+ customers across the globe. In this conversation you will learn about Rajesh Jain's entrepreneurial journey, what motivates him, how he set up his business, B2B and B2C insights, the role of capital, marketing insights, his latest book, and more.Connecting the Dots with Rajesh Jain on YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President of Counterpoint Research.SHOW NOTES[00:55] Are The Stock Markets Taking A Break From Their Rapid Rise?[03:35] Foxconn & Vedanta have both said they will find new partners. But Who Could Those Be? with Neil Shah[13:30] And hmm..Mohandas Pai and former SBI Chairman Rajneesh Kumar join a Byju advisory board[16:22] The Government Says No Need To Revisit A 28% Tax On Online GamblingFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to CRISIL Chief Economist D K Joshi, Dinesh Kanabar, leading tax expert and CEO of Dhruva Advisors, as well as Nikhil Pahwa, Founder of Medianama.SHOW NOTES[00:56] TCS Kicks Off the Big Result Announcements Season By Beating Estimate[04:01] Inflation turns up after a 2 year low, driven by food prices, pulses are a particular concern with D K Joshi[09:40] New GST Rates, where are we in our indirect tax journey? with Dinesh Kanabar[15:01] We are now taxing casinos, gambling at 28%, what does this mean, for now and future? with Nikhil PahwaFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Vinod Karki, Equity Strategist at institutional broker ICICI Securities as well as Manu Gupta, co-founder of Seeds, a non profit that works on building resilience of people exposed to disaster and climate change.SHOW NOTES[00:55] Time For Byju Promoters To Step Aside As Govt orders inspection of Byjus books[05:11] Everyone is talking about micro cap investing, is it really a new thing?[15:52] High intensity rains are claiming lives, destroying homes and public infrastructure. Can we plan for extreme weather?[24:40] Hmm..Indians paid over Rs 80 crore to apply for Schengen visas which got rejected.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, VP Commercial at PharmarackSHOW NOTES[00:51] Taiwan’s Foxconn formally pulls out of Vedanta JV from a much touted $19.5 billion semiconductor manufacturing project.[06:37] How India’s diabetics drug market is exploding as off-patent drug prices fall with Sheetal Sapale[15:42] Taylor Swift Economics And A Few Lessons[16:53] India has an aggregate rains surplus now but crop sowing patterns have sufferedFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Dr Rajesh Shukla, CEO of People’s Research on India’s Consumer Economy (PRICE), as well as Jayesh Mehta, Managing Director & Treasurer of Bank of America Merrill Lynch.SHOW NOTES[00:56] India’s rural areas will drive the growth of super rich in coming years even as India’s middle class set to hit 715 million in 7 years.[12:02] What indeed is the internationalisation of the rupee?[22:27] Hmm..Swiss will import more cheese than they export, more globalisation lessons[25:22] India goes deficit to surplus rains in days as high intensity monsoon hits different parts of the countryFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On this episode, financial journalist Govindraj Ethiraj talks to Arun Sundararajan, Harold Price Professor of Entrepreneurship and Professor of Technology, Operations and Statistics at New York University’s (NYU) Stern School of Business, an affiliated faculty member at many of NYU’s interdisciplinary research centers including the Center for Data Science, and the author of “The Sharing Economy.”In this conversation you will learn about some of the inner mechanics of how large language models are used in AI tools, and how this will have far-reaching impact on the job markets, Healthcare, financial planning, creative industries like visual art and music, intellectual property rights, disinformation, and more.Connecting the Dots with Arun Sundararajan on YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President at Counterpoint Research.SHOW NOTES[00:56] Tata Steel sacks 38 employees, Sets A New Benchmark For Disclosures [04:07] India’s Latest Big Bang Electronics Projects, Where Will They Land? with Neil Shah[15:03] Hmm…IVF clinics are under the tax man’s scanner[18:39] Mark Zuckerberg and Meta launch Threads, A Twitter Alternative, 10 million downloads and counting[19:32] The CEOs Diet: The How & Why Of Breakfasts In Our Busy LivesFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube