The Core Report

By The CoreNews Business News

The Core Report episodes

June 19, 2024#320 Stock Markets Stay Near Highs
On Episode 320 of The Core Report, financial journalist Govindraj Ethiraj talks to Paras Jasrai, senior analyst at India Ratings & Research (A Fitch Group Company), Prashant Vasisht, Senior Vice President and Co-Group Head, Corporate Ratings, ICRA as well as G Haribabu, president of the National Real Estate Development Council (NAREDCO).
SHOW NOTES
(00:00) The Take
(02:21) Stories Of The Day
(03:05) Stock markets stay near highs, why the action is shifting to debt flows
(06:28) Heatwaves are on, understanding the impact on inflation
(11:13) India’s dream run with discounted Russian oil is ending and what that means
(18:00) Why tenants across India are refusing to let out some 10 million homes, leading to supply distortions
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31 min
June 18, 2024#319 Markets Capitalisation Crosses $5.2 Trillion
On Episode 319 of The Core Report, financial journalist Govindraj Ethiraj talks to Victor Vanya, director and co-founder of EMA (Energy Market Analytics) Solutions as well as Dr Nilanjan Ghosh, Director at the Observer Research Foundation (ORF) in India
SHOW NOTES
(00:00) Opening Thoughts
(03:37) Stories Of The Day
(04:21) Markets capitalisation crosses $5.2 trillion as indices stay at all time highs
(06:49) The RBI admits helplessness on inflation
(09:12) The amazing story of how India actually has surplus power during the day and deficit during nights
(18:43) India’s consumers are spending less and yet, GDP is at 8.2%. Decoding the meaning and impact
(29:46) Why the UK may not cut interest rates thanks to Taylor Swift
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33 min
June 17, 2024#318 Markets Are At Record Highs But The Foundation Is Likely To Stay Weak
On Episode 318 of The Core Report, financial journalist Govindraj Ethiraj takes you through the latest in business news.
SHOW NOTES
(00:00) Stories Of The Day
(02:17) Markets are at record highs but the foundation is likely to stay weak.
(04:16) India may lower personal tax rates in categories to boost consumption
(06:45) Monsoons are now showing a 20% deficiency, a worrying sign
(08:16) Hyundai parent stock hits record high on news of listing of Indian arm
(09:40) Logjam at ports are set to worsen, driving up container rates and delays

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12 min
June 16, 2024#317 Fresh Bull Case For India From Morgan Stanley
On Episode 317 of The Core Report, financial journalist Govindraj Ethiraj talks to author and veteran economic journalist, Shankkar Aiyar.
SHOW NOTES
(00:00) Stories Of The Day
(07:24) Fresh bull case for India from Morgan Stanley
(10:43) Why Wall Street is feeling nervous
(13:22) Hyundai files for mega India IPO, why this is more than just an IPO story
(16:05) Solving for India’s jobs and manufacturing gaps: New ideas and triggers
(26:17) Panama Canal to start allowing more ships even as Suez sees pressure
(29:31) Bubble gum sales last peaked in 2011, can Mars Wrigley change habits?
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32 min
June 14, 2024 #316 Inside the World of Electronic Waste Management with Rajesh Gupta
This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Rajesh Gupta, Managing Director of Recyclekaro, about the technical processes of extracting precious and toxic metals from electronic waste, the logistics behind e-waste collection, the importance of recycling lithium-ion batteries and much more.
ABOUT RAJESH GUPTA
Rajesh Gupta is Managing Director at Recyclekaro, where he oversees its operations, strategy, and growth. Recyclekaro has a processing facility in Mumbai with a capacity of recycling 7500 MT of e-waste and 14,000 MT of lithium ion batteries annually. They also manage the collection network, which has more than 1,200 touch points across India, serving corporate clients, schools and colleges, government institutions, and residential neighbourhoods.

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34 min
June 10, 2024#315 Markets Hit Record Highs Amidst Volatile Trade
On Episode 315 of The Core Report, financial journalist Govindraj Ethiraj talks to senior economist Dr Brinda Jagirdar.
SHOW NOTES
(00:00) Stories Of The Day
(02:07) Markets hit record highs amidst volatile trade, flat run ahead
(03:46) Is India pulling away from the global interest rate cutting cycle?
(11:32) Nirmala Sitharaman set to be Finance Minister again
(12:30) Auto sales fall sharply in May
(13:50) Surprise! Gold is getting more difficult to find and mine
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18 min
June 09, 2024#314 Friday Sees 1,600 Point Jump As Markets Settle Down To New Order
On Episode 314 of The Core Report, financial journalist Govindraj Ethiraj takes you through the top business stories of the day. We also feature an excerpt featuring DK Joshi, chief economist at CRISIL, from a recent weekend edition panel discussion on India’s economic agenda.
SHOW NOTES
(00:00) Stories Of The Day
(03:05) Friday sees 1,600 point jump as markets settle down to new order, set to stabilise further
(05:38) India’s medium term growth targets, revisiting them in the context of a new Government
(12:55) China slows down on buying gold, will that affect prices?

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16 min
June 08, 2024 #313 Post-2024 Election: What Is On The Economic Agenda with DK Joshi, Yamini Aiyar and Shankkar Aiyar
This week on The Core Report: Weekend Edition, join financial journalist Govindraj Ethiraj as he dissects the short-term economic challenges and opportunities facing the nation after the 2024 elections, specifically: growth projections with D K Joshi (Chief Economist at CRISIL), the impact of demonetization, GST, and COVID-19 on small businesses with Yamini Aiyar (visiting senior fellow at Brown University), and the future of IT jobs in the age of generative AI with Shankkar Aiyar (political economy analyst and author).
About Dharmakirti Joshi
Dharmakirti Joshi is currently the Chief Economist at CRISIL-An S&P Global Company. With over 34 years of experience in economic research and consultancy, his career began in NCAER where he spent 11 years.
About Yamini Aiyar
Yamini Aiyar was the President and Chief Executive of the Centre for Policy Research. In 2008, she founded the Accountability Initiative at CPR, which is credited with pioneering one of India’s largest expenditure-tracking surveys for elementary education.
About Shankkar Aiyar
Aiyar is a prominent India-based political economy analyst, columnist and author. His path-breaking book Accidental India: A History of the Nation’s Passage through Crisis and Change has fetched him national acclaim as a public intellectual.
The Core Report: Weekend Edition (Episode 313) on Youtube

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42 min
June 06, 2024#312 Markets Regain More Ground
On Episode 312 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as Viktor Vanya, director and co-founder of energy analytics company EMA Solutions.
SHOW NOTES
(00:00) Stories Of The Day
(03:43) Markets regain more ground, set to stabilise further.
(12:49) Oil prices edge up after Saudi minister says they might hold back on supply increases
(13:25) Sharp spikes in prices of tomato, potato and onions push up food costs again
(16:09) Demand for LNG is spiking as more gas based power plants start firing up to meet power shortages

For more of our coverage check out thecore.in
Check out Puja Mehra's book The Lost Decade (2008-18): How India's Growth Story Devolved into Growth Without a Story
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25 min
June 05, 2024#311 The Markets Jump 3%
On Episode 311 of The Core Report, financial journalist Govindraj Ethiraj talks to Nitin Gupta, senior research analyst at Emkay Global Financial Services, Jigar Pandit, head of commodities at Sharekhan by BNP Paribas as well as Puja Mehra, economic journalist and author.
SHOW NOTES
(00:00) Stories Of The Day
(02:55) The markets jump 3% as the NDA government gets set to rule for another term. Markets set to stabilise further
(06:56) Shifting themes within the markets: why consumer goods stocks are doing well even as capital goods stocks slide
(15:31) Gold and silver are edging up again, where do they stand at times like this?
(20:47) The major economic imperatives for India and a new Government, looking back, looking forward
(28:04) Delhi’s Hindon Airport gets more airlines including the first major one

For more of our coverage check out thecore.in
Check out Puja Mehra's book The Lost Decade (2008-18): How India's Growth Story Devolved into Growth Without a Story
--Support the Core Report--
Join and Interact anonymously on our whatsapp channel
Subscribe to our Newsletter
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31 min