The Core Report

The Core
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Jul 6, 2023 • 22min

#037 Hero vs Bajaj vs Enfield, India’s Big Three Way Bike Battle

On today’s episode, financial journalist Govindraj Ethiraj talks to Viral Desai, Senior Executive Director at Knight Frank, estate agency, residential and commercial property consultancy.SHOW NOTES[00:51] Indian markets hit new valuation highs, foreign investors tired of other countries.[02:43] How India’s Flex Office Sector is Exploding with Viral Desai[11:53] The Big Bike Battle Starts, Bajaj Vs Hero Vs Enfield Now[16:57] An online pharmacy is set to take a massive surgical cut in valuationFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
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Jul 5, 2023 • 27min

#036 Are India’s Business Owners Paying Themselves Too Much?

On today’s episode, financial journalist Govindraj Ethiraj talks to Hetal Dalal, Institutional Investor Advisory Services (IIAS) President and COO as well as Mahesh Uppal Director at Com First and well known telecom analyst.SHOW NOTES[00:46] Are India’s Business Owners Paying Themselves More Than They Deserve? with Hetal Dalal[11:27] Jio’s New Low Cost Phone. What Exactly Does it Deliver? with Mahesh Uppal[20:20] How walls are coming up in the cloud?[23:40] And Hmm..the Government Actually Said It Will Not Regulate SomethingRESOURCES- Promoters vote in their own salaries despite poor investor supportFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
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Jul 4, 2023 • 26min

#035 India Inc Is Having Its Best Days But India’s MSMEs Struggle

On today’s episode, financial journalist Govindraj Ethiraj talks to Crisil’s Director of Research Pushan Sharma.SHOW NOTES[01:00] India Inc is having it’s best days but India’s MSMEs struggle, as working capital challenges mount with Pushan Sharma[12:34] The Rs 2,000 note is going back home to the RBI, or about 76% so far[14:28] How Softbank sold artificial intelligence to everyone 7 years ago but barely invested in any stocks since then[23:14] Jio Says It Will Liberate 250 Million Mobile Phone Users Trapped In 2G NetworksFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
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Jul 3, 2023 • 29min

#034 Three from HDFC’s Top Brass Are Gone. What Will The Bank's New Culture Be Like?

On today’s episode, financial journalist Govindraj Ethiraj talks to M B Mahesh, Director at Kotak Securities.SHOW NOTES[00:51] Three of HDFC’s Top Brass Are Gone. What Will HDFC Bank’s New Culture Be Like?[08:46] India’s bank deposit profile shifts as people put money for shorter periods. An Analysis with M B Mahesh [20:47] Do You Have An India Strategy, the latest Bullish Report, From Academics This Time[26:14] Apple Hits $3 TrillionFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
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Jul 1, 2023 • 24min

#033 Real Estate Revival: Changing Trends with Anuj Puri

On this Weekend Edition, financial journalist Govindraj Ethiraj talks to Anuj Puri, Real Estate Entrepreneur and Chairman at ANAROCK Property Consultants Private Limited. Anuj has over 27 years of experience with expertise in planning, undertaking demand assessment studies and transaction services including marketing strategies based on technical real estate market analysis, feasibility studies, program requirement derivation and fund and investor sourcing. The company that he chairs, ANAROCK, has a radical and disruptive residential brokerage model which fully enables supply, demand and discovery through a digital platform, with transactions facilitated offline via highly-trained real estate experts.In this conversation you will learn about the current state of the real estate market in India, how the pandemic has impacted real estate, the current trends in supply and demand, the surprising formalisation of large parts of the industry, and more.Connecting the Dots with Anuj Puri on YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
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Jun 30, 2023 • 20min

#032 Mumbai Has More ₹100 Crore House Deals Than Ever Before

On today’s episode, financial journalist Govindraj Ethiraj talks to Anuj Puri, Real Estate Entrepreneur and Chairman at ANAROCK Property Consultants Private Limited as well as Market Expert Ambareesh Baliga.SHOW NOTES[00:55] Mumbai is seeing more Rs 100 crore house deals than ever before with Anuj Puri[05:52] Global consumer brands are leading the next round of manufacturing investments in India, as global supply chains shift and the Indian market grows. [10:55] The Adani Effect plays out as SEBI finalises guidelines for more transparency amongst foreign investors with Ambareesh Baliga[16:15] The CEO’s diet, what’s a fibre diet and how should you be starting one? with Dr. Nandita IyerFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
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Jun 29, 2023 • 20min

#031 India Has Big Manufacturing Plans. How Prepared Is Our Infrastructure?

On today’s episode, financial journalist Govindraj Ethiraj talks to Vinayak Chatterjee, co-founder of Feedback Infra, a leading authority on infrastructure issues and challenges in India.SHOW NOTES[00:55] Indian markets hit new all-time highs, valuation concerns surface[03:15] A Tale Of Two Boards, corporate governance stories.[08:39] India has major manufacturing plans. How prepared is our infrastructure? with Vinayak Chatterjee[16:05] Hmm..TCS was supposed start on July 1, predictably, banks are not readyFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
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Jun 28, 2023 • 17min

#030 Finance Giants HDFC-HDFC Bank Merge From July 1

On today’s episode, financial journalist Govindraj Ethiraj talks about:[00:46] The Real Bombay Club of Finance Giants: Notes from a HDFC - HDFC Bank Merger[08:02] Why GoAir and Small Airlines Must Merge To Survive[14:02] Hmm..India In High Spirits As Alcohol sales hit new highsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
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Jun 27, 2023 • 24min

#029 Why Are Byju’s Directors Running Away?

On today’s episode, financial journalist Govindraj Ethiraj talks to Sharon Buteau, Executive Director at LEAD at Krea University (an action-oriented research centre of IFMR Society).SHOW NOTES[00:51] Why Are Indian IT Companies Not Venturing Into Semiconductors ?[08:59] Byju’s makes another pitch but fleeing directors is not a good sign.[12:29] How nano-enterprises, one backbone of the country’s economy, grow when they get credit with Sharon Buteau[21:20] And the rains are here, some numbers on where exactly we are deficient and what’s lost by divisions.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
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Jun 26, 2023 • 19min

#028 What Indian Companies Could Do For America

On today’s episode, financial journalist Govindraj Ethiraj talks to Manjeet Kripalani, Executive Director of Gateway House (which works at the convergence of business and foreign policy) and former India bureau chief of BusinessWeek magazineSHOW NOTES[00:46] What Indian Companies Could Do For America? with Manjeet Kripalani[11:22] Goldman Sachs says India will record the largest increase in global market cap share by 2075[15:47] It’s Raining IPOs[17:23] The Monsoon is here.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

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