The Core Report

On this episode, financial journalist Govindraj Ethiraj talks to Louis-Vincent Gave, founding partner and CEO of Gavekal, one of the world's leading providers of investment research, providing insights on the global macroeconomy and markets, and on China's economy and companies. In 1998, Louis launched Gavekal with his father Charles and Anatole Kaletsky. At the time, Asia was set to become an eve...

On today’s episode, financial journalist Govindraj Ethiraj talks to aviation columnist Anjuli Bhargava, Chief Economist at Bank of Baroda Research Madan Sabnavis, as well as well known economics journalist, international trade commentator and columnist Shankkar Aiyar.   SHOW NOTES [00:00] Stories Of the Day [01:00] The Sensex falls as Federal Reserve fears of another rate hike in the US weigh. [02...

On today’s episode, financial journalist Govindraj Ethiraj talks to Captain Sam Thomas, a former Jet Airways pilot and now President of the Airline Pilots Association of India as well as Akshay D'Souza, Chief of Growth and Insights at Bizom.   SHOW NOTES [00:00] Stories of The Day [00:50] The markets take a u turn, fall 800 points, $100 predictions for oil are here. [02:27] Contract, what contract...

On today’s episode, financial journalist Govindraj Ethiraj talks to Bornali Bhandari, Professor at the National Council For Applied Economic Research or NCAER as well as Achin Bhardwaj, Director Asset Allocation for Delhi-based wealth management firm Client Associates.   SHOW NOTES [00:00] Stories Of The Day [01:00] Oil breezes past $95 a barrel as inflation fears return around the world. [04:21]...

On today’s episode, financial journalist Govindraj Ethiraj talks to Singapore-based oil analyst Vandana Hari of Vanda Insights as well as Sanjeev Bisht, Chairman of the All India Spices  Spices Export Forum of India (Guntur) and also a vice president in ITC working in spices and other products. SHOW NOTES [01:00] Advance tax collections are up 21% in a sign of economic stability  [03:20] Stockmark...

On today’s episode, financial journalist Govindraj Ethiraj talks to Kapil Kaul, CEO and Director of CAPA Aviation as well as V G Jairam founder of Hyperlink Brand Solutions (organiser for Shakti concerts and the Mahindra Blues Festival). SHOW NOTES [00:55] Indian stockmarkets continue their run, on course for best since October 2007. [04:12] Oil prices trade high, diesel is in short supply. [06:39...

On this episode, financial journalist Govindraj Ethiraj talks to T Koshy, MD and CEO of ONDC (Open Network for Digital Commerce). ONDC is a private non-profit Section 8 company established by the Department for Promotion of Industry and Internal Trade (DPIIT) of Government of India to develop open e-commerce.  Previously, Mr Koshy was part of the startup team of NSDL (National Securities Depositor...

On today’s episode, financial journalist Govindraj Ethiraj talks to market veteran G Chokkalingam of Equinomics Research. SHOW NOTES [00:50] The stock markets resume their run, hit all time highs. [10:04] Oil trades near a 10 month high of $90 as traders predict tightness. [11:33] Birla Group joins the Rs 70,000 crore decorative paint business For more of our coverage check out thecore.in Interact...

On today’s episode, financial journalist Govindraj Ethiraj talks to Mahesh Uppal, telecom analyst and lawyer as well as Neil Shah, Vice President at Counterpoint Research. SHOW NOTES [00:50] The Nifty 50 holds 20,000. [01:56] How Supersmart 23-year olds are managing money and accounts from Adani to Byjus [05:26] Elon Musk’s satellite internet service Starlink attacked for denying Ukraine access at...

On today’s episode, financial journalist Govindraj Ethiraj talks to Vivek Kumar, Economist at QuantEco Research as well as Dr Chandrakant Lahariya, a medical doctor, infectious diseases and immunisation public health specialist. SHOW NOTES [00:50] Inflation moderates to 6.8% but cereals, pulses and vegetables inflation levels still high with Vivek Kumar [07:08] MidCaps & Small Caps pounded in...

On today’s episode, financial journalist Govindraj Ethiraj talks to Anuj Gupta, Head of Commodities & Currencies at HDFC Securities, Sheetal Sapale, Vice President Commercial at pharma industry intelligence firm Pharmarack as well as Dhairyashil Patil, President of the All India Consumer Products Distributors Federation. SHOW NOTES [00:50] The Nifty hits 20,000, investors turn cautious, Kotak...

On today’s episode, financial journalist Govindraj Ethiraj talks to Dr Arunabha Ghosh, climate expert and CEO of the Council for Energy, Environment and Water, Pushan Sharma, Director Research at Crisil Market Intelligence & Analytics as well as Bimal Kothari, Chairman of the Mumbai-based India Pulses and Grains Association (IPGA), the apex body for India’s pulses trade and industry. SHOW NOTE...

On this episode, financial journalist Govindraj Ethiraj talks to Bharat Shah, Executive Director, ASK Group. He holds a bachelor’s degree in commerce from the University of Bombay and a post-graduate diploma in management from the Indian Institute of Management, Calcutta. He is also a member of the Institute of Chartered Accountants of India and a member of the Institute of Cost and Works Accounta...

On today’s episode, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO of foreign affairs think tank Ananta Centre and also former Diplomatic Editor of Times of India. SHOW NOTES [01:00] Foxconn returns to the table after breakup with Vedanta, to tie up with STMicroelectronics NV for a semiconductor plant. [04:48] Stocks Stay Up, Morgan Stanley predicts a 10% run up in markets to...

On today’s episode, financial journalist Govindraj Ethiraj talks to Peter McGuire, CEO of XM Australia as well as Dr Rashmi Hegde, Executive Vice President, Medical Affairs at GlaxoSmithKline. SHOW NOTES [00:50] India accounted Almost Half of the global real-time payments in 2022: RBI [06:50] Crude prices hit $90 a barrel, fears of $100 sweep the markets. [13:04] Rupee hits an all time low against...

On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of the Federation of Automobile Dealers Association (FADA) as well as Crisil Chief Economist DK Joshi. SHOW NOTES [00:50] SEBI says 1-hour trade settlements could come by March 2024. [04:28] Nominate heirs to your fortune and your bank deposits, says the finance minister [05:54] SUVs push car sales...

On today’s episode, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, Chairman of the Asian Palm Oil Alliance as well as Chairman of Renuka Sugars as well as Sudhir Sethi Founder and Chairman of Chirate Ventures, one of the oldest venture firms in India (formerly IDG Ventures). SHOW NOTES [00:50] Indian manufacturers brace for festival seasons [05:08] Edible oil imports cross 2022 f...

On today’s episode, financial journalist Govindraj Ethiraj talks to Hemindra Hazari, A commentator with a specialisation in banking and economy research as well as Siraj Hussain, former Agricultural Secretary to the Government of India. SHOW NOTES [00:46] Prime Minister Modi highlights inflation as a global challenge [03:52] Uday Kotak steps down as CEO of Kotak Bank. [15:23] Countries are growing...

On this episode, financial journalist Govindraj Ethiraj talks to Vineet Nayar, former CEO of HCL Technologies and Founder of Sampark Foundation. Vineet Nayar is recognised as one of the world’s foremost voices on human potential management and workplace transformation, thanks to his ground-breaking Employees First, Customers Second philosophy. Vineet’s implementation of EFCS at HCL Technologies, w...

On today’s episode, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist at rating agency ICRA as well as Vivek Rathi, Director of Research at Knight Frank.  SHOW NOTES [01:00] India’s first quarter GDP is at 7.8%, below most forecasts. [08:49] An investigative journalism report points more fingers at Adani shareholding. [14:21] Mumbai sees record property sales in August,...

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...