

The Core Report
The Core
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
Episodes
Mentioned books

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

Jun 24, 2023 • 27min
#027 Navigating India's Cold Chain Industry with Sunil Nair
On this Weekend Edition of The Core Report, financial journalist Govindraj Ethiraj talks to Sunil Nair, CEO of Snowman Logistics Limited. With Snowman as India’s leading integrated temperature-controlled logistics service provider (specializing in providing warehousing, distribution, and other value-add services across the country), Sunil Nair's deep understanding of Supply Chain & Logistics across multiple sectors (including Pharma, Agri produce, Seafood & Meat, Dairy, Retail, QSR, FMCG and many more) has helped service brands such as Amul, Baskin Robbins, Kwality Walls and Vadilal in India. In this conversation you will gain a broad understanding of cold-chain logistics, including the effect of consumption patterns, the infrastructure involved, why some industries are migrating from non cold-chain to cold-chain (and some are not), how cold-chain affects price point and more.Connecting the Dots with Sunil Nair on YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Jun 23, 2023 • 22min
#026 It’s Elon Musk And Sunil Mittal vs Ambani, In A 3-Way Corporate Battle
On today’s episode, financial journalist Govindraj Ethiraj talks to Sunil Nair, CEO of Snowman Logistics, as well as Madan Sabnavis, Chief Economist at Bank of Baroda.SHOW NOTES[00:46] It’s Elon Musk & Sunil Mittal vs Ambani, In a 3-Way Corporate Battle [10:27] An India Logistics Story: How Ice Cream travels from Pune to All Over The Country with Sunil Nair[13:44] The Only Thing Byju Can Teach Is How Not To Run A Company[16:03] The Rains Are Delayed: Don’t Panic Yet But There Is Some Impact with Madan SabnavisFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Jun 22, 2023 • 27min
#025 What Could Tesla Really Bring To India?
On today’s episode, financial journalist Govindraj Ethiraj talks to G Chokkalingam, founder of Equinomics Research as well as Kapil Kaul, CEO and Director of airline consulting and research firm CAPA IndiaSHOW NOTES[00:50] Elon Musk is great badge value but what do we really get with a Tesla in India?[09:06] Indian markets hit life time highs. What happens when you are at the peak and the view starts to get hazy! with G Chokkalingam[16:34] A rocking party which ended in India buying some 1,000 planes in two days has ended. What comes next? with Kapil Kaul[24:51] Amul Creator Sylver DaCunha passes awayFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Jun 21, 2023 • 17min
#024 Google Set To Follow Apple into India For Phone Manufacture
On today’s episode, financial journalist Govindraj Ethiraj talks about Google setting up phone manufacturing in India, the impact of Heatwaves on the Indian Economy, women taking up manufacturing jobs and more.SHOW NOTES[00:55] Google Set To Follow Apple into India For Phone Manufacture [03:03] Heat Waves are expanding across India, killing hundreds, with several economic implications as well.[06:49] Why women have another shot at traditional manufacturing jobs[09:23] Nandan Nilekani donates 400 crore to IIT Bombay. Donate or Set Up Your Own College, What Should Businessmen Do ?[13:24] And hmm..what Tata Power’s managing director Praveen Sinha had to say on work from home.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Jun 20, 2023 • 30min
#023 Indigo's Biggest Single Purchase Agreement In Aviation History
On today’s episode, financial journalist Govindraj Ethiraj talks to Nikunj Sanghi, former president of the Federation of Auto Dealers of India as well as Vikash Agarwal, Maersk's India managing director.SHOW NOTES[01:00] Indigo orders 500 A320 Airbus aircraft, making it the biggest single purchase agreement in the history of aviation[03:35] Electric 2 Wheeler companies face a reckoning after subsidies get slashed with Nikunj Sanghi[12:46] Big companies to small, India’s flailing governance standards [19:56] Shipping & logistics giant Maersk wants to offer ecommerce solutions to small businesses in India with Vikash AgarwalFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Jun 19, 2023 • 23min
#022 Why Indian Companies Are Paying Higher Taxes To The Govt
On today’s episode, financial journalist Govindraj Ethiraj talks to Sujan Hajra, Executive Director and Chief Economist at stockbroking firm Anand Rathi as well as ASCI (Advertising Standards Council of India) CEO and secretary general Manisha Kapoor.SHOW NOTES[00:50] Falling Material Costs Are Helping Companies Pay Higher Taxes To Govt with Sujan Hajra[07:25] Less planes, fewer airlines and yet India scores record passenger traffic[09:19] Dark Advertising, How We Are Getting Conned Online with Manisha Kapoor[17:35] How One Car Maker Is Making No Secret Of It’s EV HesitationFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Jun 16, 2023 • 21min
#021 India’s Exports Decline For 4th Month In A Row As A Global Economy Slowdown Takes Grip
On today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Sahai, CEO of the Federation of Indian Export Organisations as well as Ajai Chowdhry, co-founder of HCL, and advisor to the Government’s India Semiconductor Mission.SHOW NOTES[00:55] India’s exports decline for 4th month in a row as a global economy slowdown takes grip with Ajay Sahai[09:00] Why this value investor bet on an ITC stock in 2020[13:04] India’s semiconductor plans are ambitious but how strong is the business case? with Ajai Chowdhry[18:25] The Microsoft stock is on fire as it lines up a strong suite of generative artificial intelligence into its suite of productsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Jun 15, 2023 • 20min
#020 Morgan Stanley Says India’s Lesser Noticed Earnings Growth Will Power Markets In Next 2 Years
On today’s episode, financial journalist Govindraj Ethiraj talks to Kapil Kaul, CEO of airline consulting and research firm CAPA India.SHOW NOTES[01:00] Morgan Stanley Says India’s Lesser Noticed Earnings Growth Will Power Markets In Next 2 Years[06:55] A whopping 134 of 684 aircraft belonging to Indian airlines are actually parked on ground with Kapil Kaul[13:43] House prices are rising all over the country except in Mumbai where it is falling[16:56] More long range electric cars are comingFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Jun 14, 2023 • 27min
#019 Augmentin, India's Top Selling Drug
On today’s episode, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, vice president at integrated healthcare technology platform Pharmarack as well as Tushar Sachade, Partner at PricewaterhouseCoopers & Company.SHOW NOTES[00:50] Did you know which is India’s top selling drug and more importantly for what? Get ready for a few surprises with Sheetal Sapale[09:16] Tyre maker MRF stock touches 100,000 on the bourses and some history on MRF[15:01] Rich Indians are still fleeing abroad but lesser this year[18:08] Can India’s angel tax be reinvented? with Tushar Sachade For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube