The Core Report

In this episode of The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj discusses the recent currency turmoil, focusing on the unwinding of the yen carry trade and its ripple effects on global markets, including India. With the help of Kunal Sodhani, Vice President, Global Trading Centre, FX & Rates Treasury at Shinhan Bank, Paras Jasrai, Senior Economic Analyst at India Ratings & Research - A Fitch Group Company, and Anindya Banerjee, Group Chief Financil Officer at ICICI Bank, this discussion explores the impact of interest rate changes in Japan on the Indian rupee's volatility (emphasizing the role of RBI's intervention in managing its value), the potential future movements of the rupee, the challenges posed by global volatility, the importance of maintaining low currency volatility amidst shifting economic conditions and much more. 

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On Episode 359 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, veteran market analyst and managing director of DRChoksey FinServ as well as Vivek Kumar, economist at QuantEco Research.

SHOW NOTES

• (00:00) Stories Of The Day
• (06:07) Markets fail to hold gains once again though three fourths of globally carry trade removed
• (08:39) Will Indian markets get rerated to new levels?
• (17:59) RBI holds interest rates again, which direction is it heading?
• (28:34) How slowing demand for Chinese homes is hitting India’s steel industry

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On Episode 358 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Head Investment Strategist at Geojit Financial Services as well as Uday Ved, partner – tax services at KNAV.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Indian markets track global recovery, poised to gain further
• (02:23) The rupee falls again, closes in on Rs 84 and the RBI steps in
• (03:52) Where are the Indian stock markets right now and how investors are still pouring in
• (13:33) The Government relents on taxes on sale of property, other fine print that matters
• (21:10) Sales of hybrids/EVs overtake all vehicle sales in China for the first time

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On Episode 357 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, senior vice president and consumer industry analyst at Elara Capital.

SHOW NOTES

• (00:00) The Take: The Power of Doing Nothing
• (06:36) The stock markets fail to track global market recoveries, poised to stabilise
• (08:39) The rupee hits a fresh low
• (09:53) If you had invested in Sovereign Gold Bonds in
• (11:14) The latest GST tax target; foreign airlines
• (12:35) How pizzas are now India’s favourite fast food though competition is rising

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On Episode 356 of The Core Report, financial journalist Govindraj Ethiraj talks to Deepak Shenoy, Founder of Capitalmind, a Sebi registered portfolio manager as well as Abid Hassan, CEO of Sensibull.

SHOW NOTES

• (00:00) The Take: Jobs and Youth
• (03:14) The Markets Crack 2,223 points and could fall further
• (04:57) Japanese stocks sees highest fall since 1987.
• (06:06) Oil prices slide and so does gold.
• (07:33) Will Indian markets follow global cues all the way down or delink?
• (27:34) Indigo finally launches business class

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On Episode 355 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinod Karki, equity strategist at ICICI Securities as well as Manisha Kapoor, CEO of the Advertising Standards Council of India (ASCI).

SHOW NOTES

• (00:00) The Take: Investors Concerned About Market Valuations
• (06:36) Friday markets track global cues, and could stay subdued on Monday
• (08:35) Oil prices fall to around $77 despite increased geopolitical risk as demand woes take over
• (10:17) India Inc’s Q1 results analysed, what is looking strong and what is not?
• (20:37) How India’s best known apps in health, travel and ecommerce are fooling you

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This week on The Core Report: Weekend Edition, Govindraj Ethiraj talks to Dr. Ajay Kumar, former Defence Secretary of India and a seasoned expert in the defence industry. They discuss the landscape of defence technology in India. Dr. Ajay Kumar, the driving force behind the MTEC Growth Fund, shares insights on the transformative role of technology in modern warfare. From the increasing reliance on unmanned aerial vehicles and space-based systems to the potential of directed energy weapons, Kumar paints a vivid picture of the evolving battlefield. He also discusses the important role of venture capital in innovation and the opportunities for Indian startups to become global leaders in defence technology.

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On Episode 353 of The Core Report, financial journalist Govindraj Ethiraj talks to Sachin Menon, senior tax consultant and former partner at KPMG as well as Rajesh Baheti, managing director at Crosseas Capital Services.

SHOW NOTES

• (00:00) The Take: Trigger Happy Tax Officials
• (04:41) Global cues push Indian markets to record closing highs
• (07:11) GST data is better for July and the numbers are being announced once more
• (08:38) Maruti’s record growth is fuelled by customers buying CNG cars, with 1/3rd of cars running on them
• (10:39) High pitched tax assessments like Infosys, the case and impact
• (20:18) Did online discount brokerages trigger the explosion and thus scrutiny of India’s derivatives trade?

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On Episode 352 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, veteran investor and market expert as well as Ajay Srivastava, founder of the Global Trade Research Initiative and former DGFT official.

SHOW NOTES

• (00:00) The Take
• (04:21) Markets rise, so does oil
• (05:59) India receives 9% more rainfall in July
• (07:42) Toyota’s ₹20,000 crore manufacturing investment in Maharashtra
• (08:38) Check out our new series Nasscom Conversations - Spotify | Apple Podcasts | Youtube | Website
• (10:01) Sebi’s move to cool down a heated derivatives market. How and why
• (21:44) In 3 years, Chinese exports to India jumped 56% from $65 billion to $102 billion. How did that happen?

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On Episode 351 of The Core Report, financial journalist Govindraj Ethiraj takes you through the top business news for today. We also feature an excerpt from The Core Report: Weekend Edition from July 27 featuring Siddharth Pai, founder of Siana Capital and a leading tech strategist.

SHOW NOTES

• (00:00) The Take: Why We Have To Bring Back Friction In Financial Transactions
• (07:53) Markets close at record highs, stay flat
• (08:43) Oil drops below $80 a barrel
• (09:38) Regulator lines up measures to curb derivatives trading
• (11:18) Betting on Trump becoming President, why you should buy gold then

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