The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to T Koshy, CEO of Open Network for Digital Commerce (ONDC) as well as ICICI Securities strategist Vinod Karki. SHOW NOTES [00:50] Pace of Road construction in India, could go up 25% by next year, says Crisil Ratings.  [02:22] How Taxi & Auto Unions Are Driving Adoption of  ONDC by the thousands.  [10:52] India’s traditional indu...

On today’s episode, financial journalist Govindraj Ethiraj talks to Pramod Kumar S, the President of the Roller Flour Millers Federation of India and also director of the Bangalore based Sunil Agro Foods as well as Amit Tandon, founder & MD of Institutional Investor Advisory Services. SHOW NOTES [01:26] Companies feel pressure as regulators force them to disclose more information. [12:39] Flou...

On today’s episode, financial journalist Govindraj Ethiraj talks to Reliance watcher and market veteran Deven Choksey. SHOW NOTES [00:55] Mukesh Ambani unveils succession plans and a range of blueprints, including for a technology service company  [03:51] Reliance announces expanded plans for Solar PV manufacture and wind energy. [15:36] Cumulative rainfall levels are now down 8%, as are reservoir...

On today’s episode, financial journalist Govindraj Ethiraj talks to Amit Khera, Senior Partner at Consulting firm Mckinsey & co as well as Amit Prothi, Director General of The Coalition for Disaster Resilient Infrastructure (CDRI). SHOW NOTES [00:50] Empowerment, the new way of measuring economic security at $12 per person with Amit Khera [08:14] China’s Missing Data & India’s Too [12:31]...

On this episode, financial journalist Govindraj Ethiraj talks to Keki Mistry, Independent Director at HDFC bank. In 1981, Mr. Mistry joined HDFC Ltd. Over the years he held several responsibilities, prior to being inducted onto its Board as Executive Director in 1993. He was appointed as the Managing Director in 2000, as the Vice Chairman & Managing Director in October 2007 and the Vice-Chairm...

On today’s episode, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director at the Business Standard and also columnist and author of a recent piece titled Nurturing Capex. SHOW NOTES [00:50] BRICS is expanding, surprising and confounding sceptics. [03:58] FDI and FPI Is Slowing Down, What Options Does The Government have? with Ashok K Bhattacharya [11:10] What doe...

On today’s episode, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, veteran market analyst as well as Achin Bhardwaj, Executive Director of Asset Allocation at Wealth Management firm Client Associates. SHOW NOTES [00:56] Qatar Investment Authority to invest Rs 8,278 crore in Reliance Retail Ventures [03:07] Indian markets overvalued say some analysts, by how much with Ambareesh B...

On today’s episode, financial journalist Govindraj Ethiraj talks to Sugandh Saxena, CEO of the Fintech Association of Consumer Empowerment as well as Hormazd Sorabjee, Editor of Autocar India. SHOW NOTES [00:56] Jio Financial stock gets hammered gain, hits a lower circuit on the bourses again [04:13] Rating agency ICRA and State Bank of India put out GDP projections for the April to June quarter....

On today’s episode, financial journalist Govindraj Ethiraj talks to Navneet Munot, MD & CEO of HDFC Asset Management (which runs HDFC Mutual Fund) as well as Siraj Hussain, former Agricultural Secretary of the Government of India. SHOW NOTES [00:56] The much anticipated Jio Financial listing surprises markets, this time on the downside. [06:04] Why Investors Should Not Try and Time Market Cycl...

On today’s episode, financial journalist Govindraj Ethiraj talks to Varun Manwani, Director of Sahasra Electronics as well as Dipti Deshpande, Director and Principal Economist at rating agency Crisil. SHOW NOTES [01:16] India’s first semiconductor chip company starts production, to launch commercially next month. A Core Report Exclusive [14:00] Why India’s urban poor are more hit by food inflation...

On this episode, financial journalist Govindraj Ethiraj talks to  B Thiagarajan, Managing Director of manufacturing company Blue Star. He has more than four decades of experience, having worked for reputed companies such as Larsen &Toubro Ltd, BPL Systems Ltd and Voltas Ltd, prior to joining Blue Star in 1998. From April 1, 2019, he has taken charge as Managing Director of Blue Star currently...

On today’s episode, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, VP - Currency Derivatives & Interest Rate Derivatives at Kotak Securities Ltd as well as Joydeep Goswami, Chief Strategy and Corporate Development Officer for Biotech company Illumina. SHOW NOTES [00:50] Rupee falls to a record low against the dollar. We find out why. [05:33] India’s corporate profit cycle st...

On today’s episode, financial journalist Govindraj Ethiraj talks to oil analyst Vandana Hari of Vanda Insights as well as Yuvika Singhal, Economist at QuantEco Research. SHOW NOTES [00:50] US Banking industry braces for downgrades as Indian banking industry gets upgrades. [04:36] Oil Prices, Until Recently Projected Staying Low, Are Now SkyRocketing with Vandana Hari [13:07] When will inflation se...

On today’s episode, financial journalist Govindraj Ethiraj talks to aviation writer and The Core Consulting Editor Anjuli Bhargava. SHOW NOTES [00:55] India Joins The Global Maufacturing Subsidy Race.  [07:31] Food inflation rockets up, beats expectations. [08:57] Newcomer Akasa now gains ground from struggling competitors [15:03] India sees record and unexpected box office turnouts [17:12]  Walki...

On today’s episode, financial journalist Govindraj Ethiraj talks to Rajkamal Vempati, Head of Human Resources at Axis Bank SHOW NOTES [00:55] Shooting Inflation and rising oil prices, new concern areas as brokerages put a pause. [06:00] Is the auditor always right? [10:18] Private banks and their customers grapple with massive attrition  with Rajkamal Vempati [19:05] Wave and pay. Amazon’s new pal...

On this episode, financial journalist Govindraj Ethiraj talks to Vikaas Gutgutia, Founder and Managing Director of Ferns N Petals, India's Biggest Gifting Solutions Provider. Twenty six years back, as a first-generation businessman Mr. Gutgutia embarked on his journey by providing bespoke floral solutions. Today, seen in almost every corner of every city, FNP has made a mark and has pioneered the...

On today’s episode, financial journalist Govindraj Ethiraj talks to Dr Brinda Jagirdar, well known economist, director on IDFC Bank and former State Bank Head of Economic Research as well as Kuldip Kumar, partner at Mainstay Tax Advisors LLP and an old PWC hand. SHOW NOTES [01:00] RBI does a sleight of hand, increases incremental cash reserve ratio, acknowledges higher inflation, leaves rates unch...

On today’s episode, financial journalist Govindraj Ethiraj talks to Pushan Sharma, Director of Research at CRISIL as well as Pramath Raj Sinha, former McKinsey & Co partner and now founder and chairman of Harappa Education, founding dean of the Indian School of Business and a founder of the Ashoka University. SHOW NOTES [01:05] It’s now T+3 for IPOs, means your stock will list in 3 days or mon...

On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of the Federation of Auto Dealers in India and also managing partner of Ralas Motors, based in Raipur in Chattisgarh. SHOW NOTES [00:55] China’s Trade Numbers Plunge Unexpectedly In July [02:54] Auto sales are slowing down, what’s driving it and trends with Manish Raj Singhania   [11:53] The data po...

On today’s episode, financial journalist Govindraj Ethiraj talks to ICICI Securities Equity Strategist Vinod Karki as well as Sanjay Agarwal, President of ELCINA (Electronic Industries Association of India) and MD at Globe Capacitors. SHOW NOTES [00:50] Its a bull market and a frenzied bull market at the same time. Why its time for some caution [07:58] Is India in a position to manufacture high en...

On today’s episode, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya or AKB, the Editorial Director for the Business Standard and columnist on economic matters as well as Nikhil Pahwa, founder and editor of Medianama, a technology policy analysis website based out of New Delhi. SHOW NOTES [00:50] Reliance sets ESG targets in its annual report, highlights human rights, governanc...

On this episode, financial journalist Govindraj Ethiraj talks to Economist Arvind Panagariya. He is the Jagdish Bhagwati Professor of Indian Political Economy at Columbia University and is also the Director of Deepak and Neera Raj Center on Indian Economic Policies at School of International and Public Affairs at Columbia University in New York City. He served as first vice-chairman of the governm...

On today’s episode, financial journalist Govindraj Ethiraj talks to Pankaj Mohindroo, Chairman of the Indian Cellular and Electronics Association as well as Vinod Kaul, Executive Driector of Indian Rice Exporters Association. SHOW NOTES [01:09] Markets Have Fallen 1,200 points in two days but worry not, a spate of bullish India reports from global institutions could alleviate the pain if not turn...

On today’s episode, financial journalist Govindraj Ethiraj talks to Sujan Hajra, Chief Economist & Executive Director at Mumbai-based Anand Rathi Securities. SHOW NOTES [00:46] America Is Hit With A Ratings Downgrade, Markets WorldWide React with Sujan Hajra [08:36] Reliance Retail Started in 2006 Is More Valuable Than Older Oil To Chemicals businesses [10:39] Foxconn’s Many Announcements Acro...

On today’s episode, financial journalist Govindraj Ethiraj talks to Dinesh Kanabar, founder & CEO of tax firm Dhruva Advisors as well as Gautam Chikermane Vice President at Observer Research Foundation. SHOW NOTES [00:51] GST Collections top Rs 165,000 crore, will this momentum hold? with Dinesh Kanabar [09:55] Gold demand set to slip this year as do Indian markets, on August 1  [10:52] A new...