The Core Report

On Episode 283 of The Core Report, financial journalist Govindraj Ethiraj talks to Sankar Chakraborti, managing director and CEO of Acuité Ratings. SHOW NOTES (00:00) Stories Of The Day (01:09) Markets Hold Gains, Mid Cap Index Hits All Time High, Global Cues Stay Positive (03:48) OECD Raises Growth Forecast For India For This Year, At 6.6% (05:17) After A Spate Of Crackdowns, RBI Pulls Back, Lift...

On Episode 282 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic journalist and author Shankkar Aiyar as well as Sanket Kulkarni, Head of Business Development (Theatrical) at Ormax Media. SHOW NOTES (00:00) Stories Of The Day (01:09) Indian Markets Balance Strong Domestic Economic Indicators And Weak Global Cues (02:29) Oil Prices In Steep Fall, Close To $85 (04:...

On Episode 281 of The Core Report, financial journalist Govindraj Ethiraj talks to Ved Jain, former President of The Institute of Chartered Accountants of India as well as sports journalist and commentator Ayaz Memon. SHOW NOTES (00:00) Stories Of The Day (01:00) Banks Power The Market Up 941 Points In Unexpected Surge (04:39) How Shanghai Retail Investors Are Sending Up Global Gold Prices (06:07)...

On Episode 280 of The Core Report, financial journalist Govindraj Ethiraj talks to Yashwant Deshmukh, Founder of CVoter as well as Rahil Shaikh, Managing Director of MEIR Commodities. SHOW NOTES (00:00) Stories Of The Day (01:09) Nervousness In The Political Theatre Could Transmit To The Stock Markets As Second Phase Of Polling Ends (08:35) No Recovery In Entry Level Cars This Year, says Maruti Ch...

On Episode 279 of The Core Report, financial journalist Govindraj Ethiraj talks to TP Ostwal of TP Ostwal & Associates LLP as well as Manisha Kapoor, CEO of the Advertising Standards Council of India (ASCI). SHOW NOTES (00:00) Stories Of The Day (00:50) Indian Markets May Be Hit By Wall Street Blues (02:47) How Many Players Does India’s Telecom Sector Really Need? (05:51) Kotak’s Technology Fu...

On Episode 278 of The Core Report, financial journalist Govindraj Ethiraj talks to Sushil Choksey, Managing Director of Indus Equity Advisors. SHOW NOTES (00:00) Stories Of The Day (01:00) Small Caps Race Ahead Again As Broad Markets Crawl (05:02) IT Companies Stare At Another Slow And Worrying Year Ahead (07:56) RBI Cracks Down On Kotak Credit Cards (11:25) Reliance Industries Is A Giant Company...

On Episode 277 of The Core Report, financial journalist Govindraj Ethiraj, talks to Ajit Dayal, Founder of Quantum Mutual Fund. SHOW NOTES (00:00) Stories Of The Day (01:00) Small Caps Are Powering Back In Sign That Confidence Levels Are Rising Again (02:39) Gold Prices Take A Big Knock But Macro Demand Indicators Still Strong (07:01) India’s Business Activity Grows At Fastest In 14 Years (08:05)...

On Episode 276 of The Core Report, financial journalist Govindraj Ethiraj, talks to Nilesh Sathe, former director of the Insurance Regulatory & Development Authority of India. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets Stage Relief Rally, Search For Fresh Directions, Tech Stocks Lose Ground On Wall Street (02:47) Oil Prices Are Falling Fast, Now At $86 A Barrel (05:08) Reliance Indu...

On Episode 275 of The Core Report, financial journalist Govindraj Ethiraj, talks to Siddharth Pai, a technology research consultant and Founder & Managing Partner at Siana Capital (a venture firm) as well as economic journalist and author Puja Mehra. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets And Oil Recover From Middle East Tensions, All Eyes On Earnings (07:07) Insurance Companies...

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to veteran investor Jyotivardhan Jaipuria of Valentis Advisors. Jyotivardhan Jaipuria shares his investment strategy focusing on unearthing undervalued companies with robust earnings growth. In this conversation you'll learn about consumption vs. investment, investment themes driven by government spending,...

On Episode 273 of The Core Report, financial journalist Govindraj Ethiraj, talks to Tarun Pathak, Research Director at Counterpoint Research as well as veteran economic journalist and columnist Shankkar Aiyar. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets Struggle And Give Up Gains As Weakness Continues, Crude Down Below $87 (03:03) Headcounts Continue To Fall In India IT Services Majors A...

On Episode 272 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, Vice President, Global Trading Center at the Korean Shinhan Bank in Mumbai as well as Sugandha Sachdeva, Founder of SS WealthStreet, a Delhi-based equity, commodity and research firm. SHOW NOTES (00:00) Stories Of The Day (01:10) The Markets Fight To Hold Ground But End Lower. It's Back To Fed Gazing...

On Episode 271 of The Core Report, we feature a discussion between financial journalist Govindraj Ethiraj, veteran economic journalist and New Indian Express columnist Shankkar Aiyar, business adviser, researcher, author, and academic Rama Bijapurkar, and founder-director at CVoter Yashwant Deshmukh about the upcoming elections, voter behaviour, and much more. SHOW NOTES (00:00) Intro (02:06) Key...

On Episode 270 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director and Columnist, Business Standard. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets Tank On Middle East Tension Spikes, Poised To Recover (02:44) India Will Outperform Japan & China As Most Compelling 12 Month Investment Case, Says Bloomberg Fund Manager Survey (04:47...

On Episode 269 of The Core Report, financial journalist Govindraj Ethiraj talks to Jigar Pandit, Head of Commodity and Currency at Sharekhan By BNP Paribas as well as CRISIL Chief Economist Dharmakirti Joshi. SHOW NOTES (00:00) Stories Of The Day (00:50) Middle East Tensions Spike With Iran Firing Missiles Into Israel, Markets Brace For Correction. (03:57) Gold Prices Jump Again As War Risk Premiu...

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj chats with former director of the Reserve Bank of India, Nachiket Mor. They explore various topics related to trust such as the importance of trust in building strong relationships between financial institutions and their customers, Fintech, the metrics of trust in today's environment, the competency of board mem...

On Episode 267 of The Core Report, financial journalist Govindraj Ethiraj brings you the latest in Business and Market news. We also feature an excerpt from the recent The Core Report: Weekend Edition featuring Ravi Kant, former CEO and Vice Chairman of Tata Motors. SHOW NOTES (00:00) Stories Of The Day (01:00) Indian Markets Could Be Subdued On Mixed US Inflation Signals (02:56) Crude Oil Prices...

On Episode 266 of The Core Report, financial journalist Govindraj Ethiraj talks to Ricky Thaper, treasurer of the Poultry Federation of India. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets Above 75000, Close To $5 Trillion Market Cap (03:06) Gold Prices Rise Further, So Does Smuggling All Over. Why Import Duties Should Be Cut (06:46) Hang Seng Rises Over 20% To Enter A Technical Bull Marke...

On Episode 265 of The Core Report, financial journalist Govindraj Ethiraj talks to aviation expert Kapil Kaul, CEO of CAPA India. SHOW NOTES (00:00) Stories Of The Day (01:00) Stock Markets Hit 75000, Driven By Strong Undertone, Investors Could Book More Profits (03:06) Normal Monsoon Ahead, Private Weather Forecaster Skymet Says (04:28) Have Capital, Will Go To The Moon. How Indian Companies Plan...

On Episode 264 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, President, Solvent Extractors Association (SEA) and Chairman of the Asian Palm Oil Alliance (and Chairman of Sri Renuka Sugars) as well as Rahul Jain, Vice President at Dolat Capital and IT industry analyst. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets Hit New Highs And Break Records On Glo...

On Episode 263 of The Core Report, financial journalist Govindraj Ethiraj talks to CRISIL Chief Economist Dharmakirti Joshi as well as Vivek Rathi, Director of Research at real estate consulting firm Knight Frank India. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets Face Macro Headwinds In Another Holiday Shortened Week. (03:09) Why India Struggles With Food Inflation, Understanding The Too...

This episode of The Core Report: Weekend Edition features a discussion with Ravi Kant, former CEO and Vice Chairman of Tata Motors. Financial Journalist Govindraj Ethiraj sits down with Mr. Kant to delve into the journey of Tata Motors, from household name to global giant. They talk about the creation of the Tata Nano, successes and challenges of the Nano project, Mr. Kant's role in Tata Motors' a...

On Episode 261 of The Core Report, financial journalist Govindraj Ethiraj talks to Yashwant Deshmukh, Director and Founding Editor at CVoter as well as Sanjay Lazar, aviation consultant who has spent close to 38 years in Air India, including managing inflight crews. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets Are Strong As Investors Search For New Themes (02:38) A Strong Dollar Is Knocki...

On Episode 260 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder of Equinomics Research as well as Prathamesh Mallya, Deputy Vice President - Research, Commodities and Currencies at Angel One. SHOW NOTES (00:00) Stories Of The Day (01:00) The Markets Are In Striking Distance Of $5 Trillion Market Capitalisation (08:13) Oil Price Rise A Concern, Says Top In...

On today’s episode, financial journalist Govindraj Ethiraj talks to Teresa John, Deputy Head Of Research and Lead Economist with Nirmal Bang Financial Services as well as Madan Sabnavis, Chief Economist at Bank Of Baroda Research. SHOW NOTES (00:00) Stories Of The Day (02:26) Investors Have Begun Switching Out Of India Into China (06:36) Heat Waves Could Hurt The Economy In More Ways Than One, Inc...