On Episode 289 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, aviation consultant and Air India inflight veteran. We also feature an excerpt from our upcoming Weekend Edition interview with A. Balasubramanian, managing director and CEO of Aditya Birla Sun Life Asset Management SHOW NOTES (00:00) Stories Of The Day(00:50) Markets take a dive, political uncertainty a key factor(05:08) Why market volatility even at current levels is still low.(07:35) Luxury...

On Episode 288 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Velonie, senior director at CRISIL Ratings as well as Nitin Sarin, aviation legal expert and managing partner of Sarin & Co. SHOW NOTES (00:00) Stories Of The Day(01:00) Markets flat as they brace for weeks of uncertainty(02:04) Oil prices slide below $82 a barrel, could they drop further?(02:39) Why only vegetarian thali prices are rising(04:36) Non bank finance companies are racing to find new...

On Episode 287 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Pande, national co-head for digital risk and cyber, and national leader for digital trust financial services sector at KPMG in India. SHOW NOTES (00:00) Stories Of The Day(00:50) Indian market volatility is inching up, invest or hold?(03:59) Why the last 15 years of stock picking strategies will not help investors(08:08) India’s growing number of ghost malls(09:27) Growth vs load - Why some bank systems...

On Episode 286 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautam Kalia, senior vice president and head of the wealth management platform Super Investor at Sharekhan by BNP Paribas. SHOW NOTES (00:00) Stories Of The Day(01:00) Markets flat as they weigh conflicting signals, could that be the presiding theme in coming days?(06:12) Well known NBFC IIFL Finance hit with liquidity crunch after banks slow down lending following RBI crackdown(08:29) Drought hit Australian...

On Episode 285 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajai Chowdhury, earlier co-founder of HCL Tech and now a member of the India Semiconductor Mission. SHOW NOTES (00:00) Stories Of The Day(01:00) Why World Markets Are Looking For Bad News From Wall Street(04:31) Kotak Bank CEO Says He Is Worried About Reputation Because Of RBI Move(07:35) Why Home Loans Have Jumped Dramatically In Two Years(08:56) Where Will India’s Multi-Billion Semiconductor Subsidies...

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Dr. Arunabha Ghosh, founder-CEO of the Council on Energy, Environment and Water. They talk about  the need to enhance climate resilience in Indian agriculture through a more data-driven approach, the importance of leveraging better data and predictive analytics to help farmers make informed decisions, addressing climate risks by connecting the dots between early warning systems, physical risk...

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, Lifts Restrictions On Bajaj Finance Products Halted In November(06:38) Unprecedented Heat Conditions...

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(04:12) India’s April Numbers For GST Hits Record High, Over 2L Crore Now(07:50) Godrej Splits Up...

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) How Bangalore Is The Best Place To Be A Landlord(07:54) A New Tax Law To Help MSMEs Is Possibly...

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 Chief.(10:01) Global Debt At Levels Not Seen Since 1820s says WEF Chief.(11:08) How Concerning Is The...

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 Fuelled Bets And A TCS Announcement On AI(12:28) How Practical Is Inheritance Tax?(23:33) Why Its...

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 But Where Do Its Revenues And Profits Really Come From? Subscribe to How India's Economy Works with...

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) Adani Wants To Settle An Allegation With Sebi Which It Denied(09:57) Apple China iPhone Sales Crash,...

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 Industries Now A $120 Billion Company(06:25) Diamond Exports Fall Sharply(07:19) Insurance Regulator...

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 Will Now Offer Health Coverage For Pre-Existing Conditions Like Cancer As Well, Age Limit Of 65...

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, looking for banks with strong deposit franchises and a focus on corporate lending, The IT sector,...

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 Amidst Flat Revenue Growth(05:36) Nestle Under Fire For Adding Sugar In Rs 2,000 Crore Cerelac...

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(03:20) Global Funds Are Retreating From Emerging Markets Like Asia(04:23) The Rupee Is Hitting...

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 findings of the CVoter survey (Yashwant Deshmukh)(04:19) Voter Demographics (Rama...

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) Above Normal Rainfall For First Time In 8 Years, Says Met Department’s Monsoon Projections(07:05)...

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 Premiums Rise On Commodities(11:44) Government Invokes Emergency Clause To Activate Underutilised...

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 members and directors of financial institutions, how we might have cut growth capability, and much...

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 Fall, Balance Between High US Inflation Data And Increased Middle East Tensions(05:08) Goldman...

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 Market. China Manufacturing Is On The Upswing(09:00) That Awful Deja Vu Moment At Air India When Unions...