The Core Report

By The CoreNews Business News

The Core Report episodes

May 23, 2024#300 Markets Hit All Time Highs Again As Confidence Returns
On Episode 300 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Hota, vice president, head of research at Sharekhan as well as Ayaz Memon, veteran cricket and sports journalist.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets hit all time highs again as confidence returns
(03:40) How will domestic institutional investors play the peaks?
(16:00) Indigo results reflect growth in one of the world's hottest aviation markets
(17:25) 7,000 IIT students without placements. Why is this number rising?
(18:46) 72 matches later, IPL season set to end on Sunday with finals
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27 min
May 22, 2024#299 Markets Are Holding Higher, Valuation Fears Spread
On Episode 299 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, veteran market analyst and founder of Equinomics Research as well as Rafeeque Ahmed, chairman of the Farida Group.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets are holding higher, valuation fears spread.
(03:54) Why you should worry about price to earnings ratios
(15:42) RBI transfers 2.1 lakh crore to Govt, much more than expected
(17:37) Indians are blowing more money travelling overseas, despite more restrictions.
(19:03) Order books for India’s exporters have jumped in recent months. What is driving this?

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30 min
May 21, 2024#298 The $5 Trillion Mark Finally Arrives
On Episode 298 of The Core Report, financial journalist Govindraj Ethiraj talks to Tejas Gandhi, Secretary of The Federation of Indian Spice Stakeholders (FISS) as well as Arun Anandagiri, co-founder and group editor at Taxsutra.
SHOW NOTES
(00:00) Stories Of The Day
(01:19) The $5 trillion mark finally arrives, what’s next?
(02:53) The tug of war between institutional and retail investors
(06:44) Oil imports from Russia hit 9-month high, government wants public and private refiners to gang up for better prices
(08:23) India is holding on steel import tariffs even as several Latin American nations have hiked tariffs to fend off cheap Chinese exports
(10:05) India’s spice exports controversy, why is it dragging on?
(19:35) Heatwaves are rising and so are the threats to lives and livelihood
(21:06) Dubai Airport is set for over 90 million passengers this year
(21:48) An exit poll by independent journalists highlights jobs and income as key issues in their voting decision

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29 min
May 20, 2024#297 Conflicting Signals From The Stock Markets
On Episode 297 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Alok Aggarwal, CEO and chief data scientist at Scry AI and author of “The Fourth Industrial Revolution and 100 Years of AI (1950-2050)”.
SHOW NOTES
(00:00) Stories Of The Day
(01:10) Conflicting signals from the stock markets, what should you believe?
(03:04) Some 14 major world markets are at all time highs, not just India. Why does that matter?
(05:13) Inclusion in Bond Index not enough for foreign flows into debt, Moody’s.
(07:20) Indian banks are having the best time in history.
(08:59) Exclusive: The real numbers on how India could see more AI jobs being created rather than lost
(24:14) Elon Musk is in Asia but skips India again, lands in Bali to launch Starlink.

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26 min
May 17, 2024 #296 India's Trade Strategy in a Shifting Landscape with Ajay Srivastava
This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj sits down with Ajay Srivastava, founder of the Global Trade Research Initiative. They talk about the critical aspects of India's trade strategy, optimising exports, the ideal export-to-GDP ratio, the challenges and opportunities in industries like toys and garments, China's success in attracting manufacturers and much more.
ABOUT AJAY SRIVASTAVA
Mr. Srivastava is a former Indian Trade Service officer, having served with distinction since the 1989 batch. During his tenure, he played a pivotal role on India's WTO and FTA negotiating teams, showcasing his profound understanding of trade policy. His expertise extends beyond policy, encompassing trade data analytics, the intricacies of the Goods and Services Tax Act (GST), and information technology systems.

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31 min
May 16, 2024#295 Markets Whipsaw, Dow Jones Hits All Time High
On Episode 295 of The Core Report, financial journalist Govindraj Ethiraj talks to Sugandha Sachdeva, founder of SS WealthStreet as well as Amit Prothi, the director general of the Coalition for Disaster Resilient Infrastructure (CDRI).
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets whipsaw, Dow Jones hits all time high
(04:18) Silver is back in the reckoning, hits all time highs, where could it go next?
(09:56) Steel companies want more tariffs on Chinese imports
(11:41) Mahindra says it will invest in electric cars, Volkswagen says it is pulling back
(14:15) Why businesses have to think of and invest in disaster resilience

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28 min
May 15, 2024#294 India’s Rank In MSCI Increases
On Episode 294 of The Core Report, financial journalist Govindraj Ethiraj talks to Hetal Dalal, president and COO of Institutional Investor Advisory Services (IiAS).
SHOW NOTES
(00:00) Stories Of The Day
(01:09) India’s rank in MSCI increases and why that will mean more flows
(03:48) How foreign institutional investors are most pessimistic on India in over 12 years
(06:13) Why oil prices could stay low this year thanks to soft global demand and mild weather in Europe
(08:22) What should make more money, anonymous coding for global companies or selling your own brand of cars in global markets?
(12:25) How Indian companies are not paying sufficient attention to churning their boards and putting off till last moment
(22:07) Singapore’s new rockstar prime minister
RESOURCES
IiAS Study - Independent Director Rotation: Losing institutional memory

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25 min
May 14, 2024#293 Peace Returns To Dalal Street
On Episode 293 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, vice president commercial at Pharmarack.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Peace returns to Dalal Street, for now
(03:41) Wholesale inflation is at a 13 month high
(05:04) Forget diamonds, it's all about copper now - how rising demand is triggering massive shifts in the mining industry.
(06:56) In India’s pharmaceutical industry, there are no friends and there are no enemies either
(18:01) Ford is now losing $100,000 per electric car
(19:27) How China’s international air traffic is still 70% of pre-pandemic levels

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22 min
May 13, 2024#292 Stock Markets Go On A Fresh Roller Coaster Ride
On Episode 292 of The Core Report, financial journalist Govindraj Ethiraj talks to Somnath Mukherjee, CIO and senior managing partner at ASK Private Wealth as well as Manish Raj Singhania, president of the Federation of Automotive Dealers Associations.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Stock markets go on a fresh roller coaster ride, set for a smoother ride for a few days.
(02:59) Inflation levels are steady but vegetable inflation is not.
(04:30) Emerging markets are looking good again after almost a decade and why India will benefit.
(17:19) Car sales hit records in the last financial year, could this trend continue this year too?
(25:33) India & Iran sign deal to manage terminal at Iranian port.

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28 min
May 12, 2024#291 Indian Markets Stay Paused
On Episode 291 of The Core Report, financial journalist Govindraj Ethiraj talks to Karthik Ganesan, director research coordination at the Council For Energy, Environment and Water (CEEW) as well as Reji K. Joseph, associate professor at the Institute for Studies in Industrial Development (ISID).
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Indian markets stay paused, will they respond to global triggers this week?
(04:12) India is staring at a big power deficit this summer. Will it hit power generation in cities like Mumbai and Delhi?
(13:46) More countries join the semiconductor subsidy race, South Korea is set to join the party
(15:12) Tech giants are investing billions of dollars in Southeast Asia that India should be fighting to pull
(17:03) India’s worrying dependence on China’s dominance in pharmaceutical raw materials

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30 min