The Core Report

By The CoreNews Business News

The Core Report episodes

July 02, 2024#330 Stock Markets Hit Fresh Highs But Financials Drag
On Episode 330 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, founder and CEO of Vanda Insights.
SHOW NOTES
(00:00) The Take
(02:46) Stories Of The Day
(03:24) Stock Markets hit fresh highs but financials drag
(07:36) Monsoon now covers all of India ahead of time
(08:51) Oil prices are at a two month high, understanding the American factor
(16:01) How Tesla’s car sales are continuing to fall

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20 min
July 01, 2024#329 Stock Markets Hit Fresh Highs
On Episode 329 of The Core Report, financial journalist Govindraj Ethiraj talks to Mithileshwar Thakur, Secretary General of the Apparel Export Promotion Council (AEPC).
SHOW NOTES
(00:00) The Take: Indians are spending more money overseas than ever
(04:54) Stories Of The Day
(05:38) Stock Markets hit fresh highs, almost forgotten IT stocks like Wipro are moving now
(08:46) Monsoons set to revive in July after a bad June showing
(11:03) Indian electric 2 wheelers sales stagnate even as world sees excess lithium supply
(13:03) Garment exports could benefit from PLIs, can the industry take advantage?

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24 min
June 30, 2024#328 Best Half Yearly Performance In Stock Markets In 3 Years
On Episode 328 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, a veteran market expert.
SHOW NOTES
(00:00) The Take
(05:02) Stories Of The Day
(05:38) Best half yearly performance in stock markets in 3 years, midcaps and small caps beat benchmark indices.
Wall Street is gearing for a return of Trump
(09:28) Nightmarish Covid 19 era logjams are back for the shipping and logistics industry
(12:23) Entry strategies for the stock markets, making sense of valuations and value

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29 min
June 27, 2024#327 Markets Cross 79,000
On Episode 327 of The Core Report, financial journalist Govindraj Ethiraj talks to Krishan Mishra, CEO of the Financial Planning Standards Board.
SHOW NOTES
(00:00) The Take
(02:12) Stories Of The Day
(05:00) Markets cross 79,000, hold at higher levels
(07:07) India’s savings levels are falling
(09:13) Water shortages could hit India’s sovereign ratings, says Moodys. And heatwave impact analysis.
(12:12) Investors are questioning the transparency of fintech broking intermediaries

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27 min
June 26, 2024#326 Markets Hit Record Highs Again
On Episode 326 of The Core Report, financial journalist Govindraj Ethiraj takes you through business news headlines of today.
SHOW NOTES
(00:00) The Take
(02:12) Stories Of The Day
(04:41) Markets hit record highs again as mainline stocks now take charge.
(07:12) NVidia’s illustration on volatility
(08:16) Oil prices are worryingly high
(10:49) How remittances from overseas Indians are double of FDI and FPI
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13 min
June 25, 2024#325 Institutional Investors Are Wading In
On Episode 325 of The Core Report, financial journalist Govindraj Ethiraj talks to Jay Kothari, senior vice president at DSP Mutual Fund as well as MS Mani, Partner at Deloitte India.
SHOW NOTES
(00:00) The Take
(02:12) Stories Of The Day
(03:05) Institutional investors are wading in, sending markets to new highs. Sensex hits 78,000
(04:01) NVidia cracks, that’s a warning signal for overheated Indian stocks too.
(06:11) Oil prices are still holding high
(06:51) Where India stacks on the emerging market universe right now.
(16:41) Qatar Airways is World’s Best Airline, Vistara Is India’s Best.
(18:22) The unfinished agenda on GST, the tension between the Government and the taxpayer

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26 min
June 24, 2024#324 Stock Markets Continue To Trade In Tight Range
On Episode 324 of The Core Report, financial journalist Govindraj Ethiraj talks to Sudhanshu Mani, a former Indian Railways officer who played a major role in the Vande Bharat Express project.
SHOW NOTES
(00:00) The Take
(03:24) Stories Of The Day
(04:12) Stock Markets continue to trade in tight range, await fresh global triggers
(06:23) A lithium factory catches fire in Korea even as lithium demand continues to fall
(07:47) The good and bad news of a front running investigation
(10:44) Could food inflation come down thanks to lower edible prices?
(13:39) India’s tryst with high speed trains: understanding what they mean and where they are headed
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25 min
June 23, 2024#323 Markets Hold On Highs, Global Cues To Drive New Levels
On Episode 323 of The Core Report, financial journalist Govindraj Ethiraj talks to Sehul Bhatt, Director Research of CRISIL Market Intelligence and Analytics as well as Sandeep Jain, President of the Federation of Indian Micro and Small & Medium Enterprises (FISME).
SHOW NOTES
(00:00) The Take
(02:30) Stories Of The Day
(03:14) Markets hold on highs, global cues to drive new levels.
(05:34) New GST announcements once again expose the regulatory complexity
(06:35) India is importing steel for the first time in many years, why and how this impacts local industry
(15:54) For India’s Essar Group, its never say never in steel
(17:37) India’s small enterprises want a piece of the PLI cake to drive jobs and manufacturing growth
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29 min
June 21, 2024 #322 India’s Solar Power Revolution with Orb Energy CEO Damian Miller
This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to CEO of Orb Energy Damian Miller about his experience working in Shell's solar operations, the dramatic cost decline of solar technology since 2006, the story behind Shell Solar’s first branch and installation in North Karnataka, the shift from off-grid to on-grid solar systems, the surge of rooftop solar installations across India and much more.
About Damian Miller
Damian Miller's career in solar began in 1998 when he joined Shell Solar out of Cambridge. He played a key role in bringing solar solutions to emerging markets like India, Sri Lanka, Philippines, China and Indonesia. Over his 8 years at Shell Solar, his team oversaw the sale and installation of more than 100,000 solar home systems by 2005.
In 2006, Shell decided to exit the solar business. Recognizing the vast potential of India's burgeoning solar market, Damian Miller saw an opportunity. He co-founded Orb Energy in late 2006 with his colleague from Shell Solar, NP Ramesh. The company secured an initial seed funding of USD 2.5 million to launch its operations in India.

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41 min
June 20, 2024#321 Markets Gain Steam Again
On Episode 321 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for FX and Interest Rates at Kotak Securities as well as Kapil Kaul, CEO of CAPA India.
SHOW NOTES
(00:00) The Take: Indians
(04:00) Stories Of The Day
(04:41) Markets gain steam again
(06:46) Rupee hits an all time low, why that is happening despite inflows
(12:14) Risk at acceptable levels, says RBI Gov
(15:19) Why India’s aviation sector will remain one of the hottest in the world
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28 min