The Core Report

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 yet India scores record passenger traffic
• [09:19] Dark Advertising, How We Are Getting Conned Online with Manisha Kapoor
• [17:35] How One Car Maker Is Making No Secret Of It’s EV Hesitation

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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 an ITC stock in 2020
• [13:04] India’s semiconductor plans are ambitious but how strong is the business case? with Ajai Chowdhry
• [18:25] The Microsoft stock is on fire as it lines up a strong suite of generative artificial intelligence into its suite of products

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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 over the country except in Mumbai where it is falling
• [16:56] More long range electric cars are coming

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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 stock touches 100,000 on the bourses and some history on MRF
• [15:01] Rich Indians are still fleeing abroad but lesser this year
• [18:08] Can India’s angel tax be reinvented? with Tushar Sachade 

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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 data goes into public domain
• [17:22] And hmm..Netflix subscriptions jump after the OTT cracked down on password sharing

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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 and climate change.
• [14:16] Toyota Innova ruled the Indian MPV segment for close to two decades, that will change as Maruti steps in.
• [16:38] More clarifications on advance tax for overseas spends by Indian credit card holders coming. Deadline is 1 July.

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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 grounded but other airlines are adding capacity, this time it’s Vistara who says will add 10 aircraft. 

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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 India.
• [16:55] Hmm..while inflation and interest rates are down, rents and cost of living continue to rise, Mumbai is the most expensive city to live in, for expats.

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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..Bajaj Finance says it will cut back on telemarketing calls

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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.

1. [00:46] India has produced some of the world’s best performing stocks in the last two decades, Goldman Sachs.
2. [08:15] Air conditioners are mostly made with imported parts, that’s changing with Anil Agrawal
3. [18:53] Why are companies sitting on so much cash? Should they give it out? with Hetal Dalal
4. [29:38] And Hmm..airlines have been asked to self-monitor air fares, what does that even mean?

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