The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Vinayak Chatterjee, co-founder of Feedback Infra, a leading authority on infrastructure issues and challenges in India. SHOW NOTES [00:55] Indian markets hit new all-time highs, valuation concerns surface [03:15] A Tale Of Two Boards, corporate governance stories. [08:39] India has major manufacturing plans. How prepared is our in...

On today’s episode, financial journalist Govindraj Ethiraj talks about: [00:46] The Real Bombay Club of Finance Giants: Notes from a HDFC - HDFC Bank Merger [08:02] Why GoAir and Small Airlines Must Merge To Survive [14:02] Hmm..India In High Spirits As Alcohol sales hit new highs For more of our coverage check out thecore.in Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook...

On today’s episode, financial journalist Govindraj Ethiraj talks to Sharon Buteau, Executive Director at LEAD at Krea University (an action-oriented research centre of IFMR Society). SHOW NOTES [00:51] Why Are Indian IT Companies Not Venturing Into Semiconductors ? [08:59] Byju’s makes another pitch but fleeing directors is not a good sign. [12:29] How nano-enterprises, one backbone of the country...

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 magazine SHOW 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 glo...

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 a...

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 T...

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 India SHOW 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...

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....

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 su...

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 ye...

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...

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 o...

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...

On today’s episode, financial journalist Govindraj Ethiraj talks to Sydney-based Peter McGuire, CEO of broking and research platform XM Australia or XM.com. [01:00] Inflation cools in India, GDP numbers are up. [03:49] Oil prices are being marked down elsewhere except at the pump with Peter McGuire [11:18] More Indians are flying even as airfares continue to climb [14:48] Major data leak as CoWIN...

On today’s episode, financial journalist Govindraj Ethiraj talks to Dr. Arunabha Ghosh, Founder-CEO of the Council for Energy, Environment and Water (CEEW). [01:00] Rating agency Moody’s puts a dampener on India and the RBI’s growth numbers, elsewhere the S&P500 enters bull territory. [04:18] India is sweating it out as heatwaves increase, how businesses can better prepare for extreme weather...

On today’s episode, financial journalist Govindraj Ethiraj talks to Dr. Brinda Jagirdar, independent consulting economist and independent director on the board of IDFC First Bank and various other companies. [00:41] Interest rates are on pause, so are increases on your home loans with Brinda Jagirdar [08:18] Starbucks to cut prices and offer smaller cups of coffee and tea [09:54] GoFirst is still...

On today’s episode, financial journalist Govindraj Ethiraj talks to Kapil Kaul, CEO and Director of CAPA India. [00:55] Credit policy is coming up. Will interest rates hold or not ? [02:38] The Government says it will pump over 89000 crore into the haemorrhaging BSNL [07:38] Foreign airlines like Emirates are pleading for more capacity into India but the Government says no with Kapil Kaul of CAPA...

On today’s episode, financial journalist Govindraj Ethiraj talks to Bank of Baroda Chief Economist Madan Sabnavis, as well as Deepak Shenoy, founder and CEO of portfolio management company CapitalMind. [00:41] Indian Inc is holding strong in revenues and profits, latest results show with Madan Sabnavis [09:30] Byju’s takes another knock as it refuses to repay a loan with Deepak Shenoy [19:06] Hmm....

On today’s episode, financial journalist Govindraj Ethiraj talks to Anil Agrawal former IPS official and former Additional Secretary, Department of Promotion of Industry and Internal Trade or DPIIT under the Ministry of Commerce, as well as Hetal Dalal, President and Chief Operating Officer of IIAS. [00:46] India has produced some of the world’s best performing stocks in the last two decades, Gold...

On today’s episode, financial journalist Govindraj Ethiraj talks to Murali Neelakantan, a lawyer who has worked as global general counsel with brands like Cipla and Glenmark Laboratories in the past; as well as Vanita Kohli Khandekar, well known media analyst and contributing editor with Business Standard newspaper. [00:45] A deadly train disaster in eastern India. The railway’s fine line between...

On today’s episode, financial journalist Govindraj Ethiraj talks to Bhaskar Rao P, MD of the 100-year old Orient Exchange and General Secretary of the All India Money Changers and Money Transfer Agents Association as well as Ashok K Bhattacharya, editorial director and columnist at Business Standard. [01:24] Morgan Stanley’s 10 + 10 analysis on why it is totally bullish on India. [07:25] The 20% p...

On today’s episode, financial journalist Govindraj Ethiraj talks to CRISIL Chief Economist D K Joshi about India's 7.2% GDP growth and with Market Expert Ambareesh Baliga about SEBI's recent consultation paper on FPIs. [01:14] India’s economy surprises with a 7.2% GDP growth [06:11] Vedanta’s $19 billion chip project in Gujarat runs into delays with the Government likely to reject its first applic...

On today’s episode, financial journalist Govindraj Ethiraj takes you through the stories of the day and talks UPI transcations with Mihir Gandhi, Partner and Payments Transformation Leader at PWC India, and author of the 3rd edition of The Indian Payments Handbook 2022-27. [01:21] Former RBI Governor Raghuram Rajan says the Government’s manufacturing incentive scheme is a failure. [08:22] India se...

On today’s episode, financial journalist Govindraj Ethiraj speaks to Anuj Poddar, Bajaj Electricals MD & CEO about consumer diversity and to G. Chokkalingam, Founder of Equinomics Research, about the recent rise in bank stocks. SHOW NOTES [01:00] Bank stocks are racing away to levels never seen before, even as RBI governor says they have caught governance lapses with G. Chokkalingam. [08:21] T...

On today’s episode, financial journalist Govindraj Ethiraj talks about the BJP showcasing it’s track record of the last 9 years, Mahindra & Mahindra posting a record turnover and profits a month after it’s Chairman Emeritus passes away, the upcoming monsoon’s implications on the Indian economy and more. For more of our coverage visit: https://thecore.in Social Media Links: Twitter: https://twi...