The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Crisil chief economist D K Joshi, independent research analyst specialising in banking and micro-economy Hemindra Hazari, as well as Editor of Taxsutra Arun Anandagiri. SHOW NOTES [00:51] India has a looming exports challenge that is much closer to home than we think with D K Joshi [08:32] Kotak Bank faces a succession challenge a...

On today’s episode, financial journalist Govindraj Ethiraj talks to Murali Neelakantan, Principal Lawyer at amicus and earlier global general counsel with Glenmark Laboratories and Cipla Laboratories, as well as, Sabina Dewan, President of JustJobs Network, a global research organization which produces empirical research on job creation. SHOW NOTES [01:04] The India Semiconductor Race Gathers Pace...

On this episode, financial journalist Govindraj Ethiraj talks to Dr. R.M. Anjana, Managing Director of Dr. Mohan’s Diabetes Specialities Centre, a WHO Collaborating Centre for Non Communicable Diseases Prevention and Control and IDF Centre of Education. She is also the Vice President of the Madras Diabetes Research Foundation, which is an ICMR Centre for Advanced Research on Diabetes. Her main res...

On today’s episode, financial journalist Govindraj Ethiraj talks to Mayur Karmarkar, head of the International Copper Alliance India, Krishnan ASV, BFSI Lead Analyst, Institutional Equities at HDFC Securities, as well as Dr R M Anjana, managing director, Dr. Mohan's Diabetes Specialities Centre. SHOW NOTES [00:56] Indian Markets Pause Again, The Dow Jones Has Longest Run in 36 Years [04:09] If ban...

On today’s episode, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga, Chief Economist at rating agency Crisil DK Joshi, as well as equity strategist at ICICI Securities Vinod Karki. SHOW NOTES [00:56] Markets Resume Their Run, Tech Mahindra Surprises, Why Buybacks Indeed? with Ambareesh Baliga [09:07] Rice prices rise globally after India stops export of non-...

On today’s episode, financial journalist Govindraj Ethiraj talks to Vice President of Research at Dolat Capital Rahul Jain, well known film trade analyst Komal Nahta, as well as media analyst and Business Standard columnist Vanita Kohli Khandekar. SHOW NOTES [00:56] Foreign investors have pumped in $15 billion net this year, IMF ups growth forecasts. [03:22] In Unusual Step, Venture Fund Says It W...

On today’s episode, financial journalist Govindraj Ethiraj talks to Anuj Puri, Chairman of Anarock Group as well as B V Krishna Rao, President of the Rice Exporters Association and Managing Director of Pattabhi Agro. SHOW NOTES [00:56] After food, Inflation bites affordable housing, as segment sales crash in last six months [08:13] India bans rice exports, affecting Indians overseas with no real b...

On today’s episode, financial journalist Govindraj Ethiraj talks to Siraj Hussain, former Agricultural Secretary to the Government of India and now advisor to FICCI and present on boards of various companies. SHOW NOTES [00:56] India’s results season picks up steam, banks are beating estimates, IT companies are falling behind. [08:03] Ambani revs up in finance and Adani gets ready to exit it [11:4...

On this episode, financial journalist Govindraj Ethiraj talks to A K Bhattacharya, an economic journalist who has worked in the industry for more than four decades. He set the bar for business reporting as the chief of bureau at the Economic Times in the early 1990s, when economic reforms raged. He went on to become the editor of the Pioneer and Business Standard. He is now Business Standard's edi...

On today’s episode, financial journalist Govindraj Ethiraj talks to Deven Choksey, MD and Chairman of DRChoksey FinServ as well as climate scientist Dr Arunabha Ghosh, CEO of the Council for Energy, Environment and Water (CEEW). SHOW NOTES [01:04] Markets Are Going Stronger, Jio Financial Hits It Out with Deven Choksey [12:00] Infosys net profits up and attrition down sharply to 17% reflecting shi...

On today’s episode, financial journalist Govindraj Ethiraj talks to Aniket Dani, a Director of Research at rating agency CRISIL as well as Rajesh Menon, Director General of the Society of Indian Automobile Manufacturers (SIAM). SHOW NOTES [00:51] Tatas to build a 40 GW battery cell factory in the UK [03:08] India’s mixed bag of corporate performance with a shadow of a slowdown with Aniket Dani [10...

On today’s episode, financial journalist Govindraj Ethiraj talks to Prashanth Agarwal, Partner, Indirect Tax at tax firm PwC. SHOW NOTES [00:55] Gautam Adani comes out agressively in an address to shareholders. [06:59] The Enforcement Directorate will share information with the Goods & Services Tax Network, what does it mean now? [15:40] Global growth has shown resilience but manufacturing is...

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 Vi...

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 [15:4...

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 marketer...

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 advisor...

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 conce...

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 t...

On today’s episode, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, VP Commercial at Pharmarack SHOW 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 Le...

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:...

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.”...

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 Threa...

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, Baja...

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...

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...