The Core Report

By The CoreNews Business News

The Core Report episodes

June 04, 2024#310 The Stock Markets Fall Close To 6%
On Episode 310 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, managing director of DRChoksey FinServ, Dipen Mehta, founder director at Elixir Equities as well as Viktor Katona, lead crude analyst at Vienna based energy intelligence firm Kpler.
SHOW NOTES
(00:00) Stories Of The Day
(02:36) The stock markets fall close to 6% as BJP is forced into a coalition to govern
(04:49) Why did the markets fall so much and what stocks led the fall?
(12:22) As markets look beyond Modi stocks, what are the new investment themes going forward?
(22:56) Oil prices are still falling, which is good news for India too. What is driving it and how long could it remain low?

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32 min
June 03, 2024#309 Markets Set To Rise In Volatile Trade On Vote Counting Day
On Episode 309 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, head of investment strategy and senior vice president at Geojit Financial Services.
SHOW NOTES
(00:00) Stories Of The Day
(01:57) Markets set to rise in volatile trade on vote counting day
(11:56) Oil prices fall further, now below $79
(13:28) How India’s renewed plans for a manufacturing thrust could play out
(15:10) Aviation goes places in 2024 with close to 5 billion travellers and $1 trillion in revenues projected

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19 min
June 02, 2024#308 Markets Set to Open Gap Up
On Episode 308 of The Core Report, financial journalist Govindraj Ethiraj talks to Mihir Vora, chief investment officer of the recently launched Trust Mutual Fund as well as Vivek Kumar, economist at Mumbai-based QuantEco Research.
SHOW NOTES
(00:00) Stories Of The Day
(01:48) Markets set to open gap up
(11:34) Oil prices fall to around $81 a barrel even as major oil producers extend supply cuts
(12:56) Rising commodity prices and impact of weather, major challenges before the new Government
(15:44) Electric vehicle sales declined in India in May, perhaps for the first time
(17:07) India’s GDP numbers surprised again but economists are now preferring to use Gross Value Added

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29 min
May 31, 2024 #307 A Conversation with Naveen Ahlawat on Green Hydrogen and Carbon Capture
This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Naveen Ahlawat, the Head of Power to X; Green Hydrogen, Green Steel, Gasification Projects, and CCSU at Jindal Steel & Power Ltd.
Naveen Ahlawat oversees the gasification projects, Green Hydrogen initiatives, and the CCSU vertical within the organization. His vision focuses on advancing steel production through Direct Reduced Iron (DRI) and Coal Gasification with Carbon Capture and Utilization (CCSU). Under his leadership, the company operates the world’s first coal gasification-based DRI plant in Angul, Odisha.
Additionally, they are exploring various downstream chemicals derived from synthesis gas. Notably, Jindal Steel & Power Ltd. is the only steel manufacturing company globally capturing 2000 TPD of CO2 at their Angul plant.
They are investigating multiple options to utilize and monetize the captured CO2 into downstream chemicals such as methanol, ethanol, and acetic acid. Recognizing green hydrogen as the future, the company is actively working on using green hydrogen as a reduction gas to produce directly reduced iron.

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31 min
May 30, 2024#306 Markets Are Back To Feeling Jittery
On Episode 306 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic journalist and author Shankkar Aiyar as well as Dipti Deshpande, principal economist at Crisil.
SHOW NOTES
(00:00) Stories Of The Day
(01:09) Markets are back to feeling jittery, is talking up the market counter productive?
(14:25) FDI into India slows down
(15:29) Monsoons have arrived earlier, interpreting the economic impact
(24:48) And now, orange juice prices hit record highs. Expect more mixed juices
(26:34) Air Passenger demand now growing for 36 consecutive months says IATA

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29 min
May 29, 2024#305 Markets Slide Again, Three Trading Days To Go
On Episode 305 of The Core Report, financial journalist Govindraj Ethiraj talks to Sandip Bansal, associate director and senior portfolio manager, ASK Investment Managers as well as Anumita Roychowdhury, executive director at Centre for Science and Environment, India.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets slide again, three trading days to go.
(03:05) How does one pick stocks or themes in a heated market?
(13:16) S&P revises India ratings outlook to positive
(18:40) Air Cargo continues to grow globally, reflecting economic upturn
(19:41) Heatwaves are slamming cities across India, Delhi hits all time high of 52.3 C. How should we be responding?

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32 min
May 28, 2024#304 Investors Are Increasing Long Positions Ahead Of Election Results
On Episode 304 of The Core Report, financial journalist Govindraj Ethiraj talks to London-based Arvind Chari, chief investment officer, Q India (UK) Ltd as well as Dr Viranchi Shah, national president of the Indian Drug Manufacturers Association (IDMA).
SHOW NOTES
(00:00) Stories Of The Day
(01:09) Investors are increasing long positions ahead of Election Results
(04:50) Foreign investors are looking at Indian debt differently from equity right now and amping up investments
(14:39) Indian drug makers have a strong year ahead with increase imports from countries like United States
(25:06) Toyota sticks to hybrid bet
(27:18) Weight loss drug sales projected to go from $24 billion last year to $138 billion in 2028 or in four years time

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30 min
May 27, 2024#303 Markets Swing Again With 5 Trading Sessions To Go For Election Results
On Episode 303 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist of rating agency ICRA as well as Ashok Sreenivas, group coordinator at the Prayas (Energy Group).
SHOW NOTES
(00:00) Stories Of The Day
(00:50) Markets swing again with 5 trading sessions to go for election results
(01:54) How Japan & India are both China + 1 investment destinations
(03:18) India's economy slowed down in the last quarter, what does it mean for the next?
(11:23) India’s power demand is surging and usage patterns are shifting, is there enough supply?
(19:09) Crime pays but cybercrime pays more

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23 min
May 26, 2024#302 Markets Sailing Away, Six More Trading Sessions
On Episode 302 of The Core Report, financial journalist Govindraj Ethiraj talks to Manisha Kapoor, CEO and Secretary General at the Advertising Standards Council of India (ASCI) as well as Captain Amit Singh, an active Airbus A320 pilot and also founder of Delhi-based Safety Matters Foundation.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets sailing away, six more trading sessions
(05:08) The man who predicted Dow hitting 40,000 in 2016 and India’s own Rakesh Jhunjhunwala predicting Nifty at 100,000 in 2030
(07:29) Betting apps, the new breed of misleading advertisements going for your wallet
(16:01) Singapore Airlines Incident: Could Climate Change Increase Chances of Air Turbulence? An Active Pilot’s View

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29 min
May 24, 2024 #301 Lessons From A Decade Of VC Funding: A Conversation with Mohandas Pai
This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj Chats with Mohandas Pai, renowned Indian businessman and philanthropist, for a deep dive into the world of venture capital funding. The conversation delves into a decade of VC funding trends, with a specific focus on the recent news of board member departures at Byju's, a major Indian tech company. Pai, a former board member at Infosys, sheds light on the evolving role of young board members in startups. While their fresh perspectives are valuable, Pai emphasizes the importance of independent directors and robust governance structures for long-term company growth.
About T.V. Mohandas Pai
Mohandas Pai joined Infosys in 1994 and served as a member of the Board from May 2000 till July 2011. He was the company's CFO from 1994 till 2006. In 2006, he voluntarily resigned from the office of the CFO to lead efforts in the areas of human resources education and research. The Infosys Annual Report, under his supervision, has won the top awards consistently from the Institute of Chartered Accountants and the South Asian Federation of Accountants.

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42 min