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The Core Report
The Core Report episodes
- #1002 Markets Could Come Under Pressure
On Episode 1002 of The Core Report, financial journalist Govindraj Ethiraj talks to Srikanth Velamakanni, Chairperson of industry body Nasscom and Co-Founder and Group CEO at Fractal Analytics.
SHOW NOTES
(00:00) The Take
(06:17) Markets Could Come Under Pressure From Fresh West Asia Tensions
(09:24) Why Heavy FPI Selling, Including $4.5 Billion This Month, Will Challenge RBI’s Moves To Lift The Rupee
(11:26) A US Clampdown On Indian Tech Workers Puts The Spotlight Back On The Country’s AI Skills
(24:18) Why Microsoft's Satya Nadella Wants To Put Brakes On AI
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27 min - #1001 Why IKEA Had to Rethink Its India Playbook
Why did IKEA pause its expansion in India, and what has changed now? Is IKEA an affordable furniture brand or an He also addresses whether IKEA charges more in India, explains the company's €400 million sourcing operations in the country, and reveals why he sees similarities between IKEA's position in India today and its growth journey in Russia 15 years ago.
As India's retail market evolves, can IKEA balance affordability, aspiration and expansion while adapting to changing consumer preferences?
Watch the full conversation for insights into IKEA's India strategy, furniture retail, manufacturing, sourcing and the future of organised retail in India.
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24 min - #1000 Why The Sensex Has Hit A Near Three Year Low
On Episode 1000 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, CEO at Tax Compaas and Prashant Agarwal, Indirect Tax Partner at PWC. We also feature an excerpt from our recent Special Edition featuring Swati Khemani, Founder and CEO at Carnelian Capital.
SHOW NOTES
(00:00) Stories of the Day
(01:09) Why The Sensex Has Hit A Near Three Year Low
(04:07) A Merchant Charge On UPI Payments Is Being Delayed
(04:43) Elon Musk’s Strange Accusation On Indian Oligarchs
(06:12) Why The Latest Announcements On GST Are Important
(20:06) Why Taking Bets On Company Leadership Is Important In Stock Picking
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33 min - #999 Markets Turn Around As Oil Prices Rise
On Episode 999 of The Core Report, financial journalist Govindraj Ethiraj talks to Radhika Rao, Senior Economist and Executive Director at DBS Bank as well as Dharmakirti Joshi, Chief Economist at CRISIL.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Markets Turn Around As Oil Prices Rise
(03:40) What Does The RBI Rate Hike Really Mean?
(15:52) The Silent Shift In India’s Exports And Guess Which Country Is The Biggest Recipient Of This Product
(23:11) Google Says They Have Fallen Short Of Their Own High Standards As Finland Suspends Data Centre Projects
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25 min - #998 Crude Oil Is Flowing Out Of West Asia But Not Refined Products Like Diesel
On Episode 998 of The Core Report, financial journalist Govindraj Ethiraj talks to Saharsh Damani, CEO at FADA as well as Abhishek Gupta, Founder, Managing Partner, Pierag Consulting.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Crude Oil Is Flowing Out Of West Asia But Not Refined Products Like Diesel
(02:53) Markets Continue Recovery As Oil Prices Fall
(05:17) Power Demand Is Rocketing As Country’s Second Summer Kicks In
(06:32) India Sees Record Auto Sales In September Across Most Categories
(16:23) Are GCCs Consolidating Back Into IT Services Companies?
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26 min - #997 A Trade Deal With The US Appears Distant And Near Impossible Now
On Episode 997 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda Research as well as Amit Pabari, Managing Director at CR Forex.
SHOW NOTES
(00:00) Stories of the Day
(00:50) A Trade Deal With The US Appears Distant And Near Impossible Now
(04:47) Could RBI Hold Rates In Its Credit Policy This Week And Why?
(14:13) Airlines Are Raising Fares Again
(15:01) Battle Between Airlines And Mumbai Airport Intensifies As The Airlines Oppose A Forced Shift To Navi Mumbai
(18:12) The Rupee Is Under Pressure Once Again. Where Could It Go Next?
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28 min - #996 Oil Prices And Bond Yields Will Determine If Markets Can Recover
On Episode 996 of The Core Report, financial journalist Govindraj Ethiraj talks to Umesh Revankar, Executive Vice Chairman at Shriram Finance Limited (in an excerpt from our Special Edition) as well as Shankkar Aiyar, economic journalist, columnist and author.
SHOW NOTES
(00:00) The Take
(04:34) Oil Prices And Bond Yields Will Determine If Weak Markets Can Recover
(06:13) India’s Foreign Exchange Reserves Fall The Highest On Record Last Week
(07:14) Why Non Banks Continue To Show Credit Growth, Particularly In The MSME Sector
(16:09) Consumption Will Drive India’s Growth But What Do We Know Of Its Trajectory?
Register for our event “Don’t Miss a Beat: The Hidden Risks to Indians”
For more of our coverage check out thecore.inFollow us on:
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25 min - #995 India’s Growth Story and the Cost of Regulatory Cholesterol
India has built one of the world’s largest pharmaceutical industries. But scale alone is no longer enough.
In this episode of The Core Report: Weekend Edition, Govindraj Ethiraj speaks with Manish Sabharwal, Chairman and Co-founder of TeamLease Services, about what India’s pharma success can teach the rest of the economy and why the country still struggles to turn entrepreneurial ambition into globally competitive companies.
Drawing from Made in India, the book on Lupin founder D.B. Gupta, Sabharwal discusses how Indian pharma moved from a licence-era industry to a global manufacturing force, why the next challenge is shifting from volume to value, and what is still holding back innovation, manufacturing and productivity.
The conversation also explores India’s unfinished deregulation agenda, why capital is no longer the biggest constraint for businesses, the need for stronger governance and professional management, and why Indian companies may have to choose focus over excessive diversification.
Sabharwal also makes the case that India’s larger economic challenge is not simply creating more jobs, but creating more productive, better-paying jobs and moving millions of workers from low-productivity agriculture into higher-value sectors.
The episode is ultimately about a bigger question: What will it take for India to build more companies that can scale, innovate and compete globally?
Register for our event “Don’t Miss a Beat: The Hidden Risks to Indians”
For more of our coverage check out thecore.in
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49 min - #994 Oil Flows Through The Strait Of Hormuz Are Only 11% Shy Of The Pre-War Peak
On Episode 994 of The Core Report, financial journalist Govindraj Ethiraj talks to K. Ravichandran is the Executive Vice President and Chief Rating Officer at ICRA Limited as well as Vaiibhavv Chugh, CEO at Abakkus Mutual Fund.
SHOW NOTES
(00:00) Stories of the Day
(01:22) Oil Flows Through The Strait Of Hormuz Are Only 11% Shy Of The Pre-War Peak
(05:12) The Sensex Has Fallen 20% This Year In Dollar Terms, Steepest In 15 Years
(06:36) India Sees Lowest Rainfall In Decade
(06:58) How 74% Of Indian Entrepreneurs Want To Live Elsewhere
(07:33) India Should Convert Macroeconomic Resilience Into Sustained Economic Momentum, Says S&P Global Ratings
(09:28) Indian Companies Have Strong Balance Sheets Going Into The Second Half
(21:09) Why Stock Selection Is Going Beyond The Classic Large Cap And Small Cap Definition
Register for our event “Don’t Miss a Beat: The Hidden Risks to Indians”
For more of our coverage check out thecore.inFollow us on:
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35 min - #993 Why Indian Markets Have Gone Back 25 Years
On Episode 993 of The Core Report, financial journalist Govindraj Ethiraj talks to Peter McGuire, CEO of Trading.com Australia and Chief Market Strategist for the Asia-Pacific region at XM as well as Shriram Subramanian, founder and managing director at InGovern Research Services.
SHOW NOTES
(00:00) Stories of the Day
(01:15) Why Indian Markets Have Gone Back 25 Years
(03:26) What The Combination Of High Oil Prices And Rising Bond Yields Means For Capital Flows
(12:11) Essar Group Is Back With $18 Billion Steel Project, But In The USA
(14:36) How Foreign Investors Are Buying Into Real Estate
(15:46) And The Logjam Within Logjams As Tata Trusts Comes Up With Merger Proposal To Save Tata Sons From Listing
Register for our event “Don’t Miss a Beat: The Hidden Risks to Indians”
For more of our coverage check out thecore.in
Follow us on:
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27 min
About The Core Report
From the publisher's feed
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
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