The Core Report

By The CoreNews Business News

The Core Report episodes

May 10, 2024 #290 Investing Lessons From A Veteran: In Conversation with A. Balasubramanian
This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to A. Balasubramanian, Managing Director and Chief Executive Officer for Aditya Birla Sun Life AMC Limited. They talk about investment strategies during market volatility, market lessons, asset allocation, risk management, managing mutual fund flows, investment trends in India and much more.

About A. Balasubramanian
Mr. A. Balasubramanian is the CEO of Aditya Birla Sun Life AMC. He has over 3 decades of experience in the mutual fund industry. As CEO, he oversees INR 3 lakh crore in Assets Under Management. He is actively involved in philanthropic work.

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38 min
May 09, 2024#289 Markets Take A Dive, Political Uncertainty A Key Factor
On Episode 289 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, aviation consultant and Air India inflight veteran. We also feature an excerpt from our upcoming Weekend Edition interview with A. Balasubramanian, managing director and CEO of Aditya Birla Sun Life Asset Management
SHOW NOTES
(00:00) Stories Of The Day
(00:50) Markets take a dive, political uncertainty a key factor
(05:08) Why market volatility even at current levels is still low.
(07:35) Luxury homes are selling out barely as they are announced, office rentals are rising
(09:50) How the Tatas have inherited a full blown union problem after decades

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22 min
May 09, 2024#288 Markets Flat As They Brace For Weeks Of Uncertainty
On Episode 288 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Velonie, senior director at CRISIL Ratings as well as Nitin Sarin, aviation legal expert and managing partner of Sarin & Co.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets flat as they brace for weeks of uncertainty
(02:04) Oil prices slide below $82 a barrel, could they drop further?
(02:39) Why only vegetarian thali prices are rising
(04:36) Non bank finance companies are racing to find new sources of capital as banks tighten their wallets
(14:55) Are grounded airlines doomed to stay that way?

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28 min
May 08, 2024#287 Indian Market Volatility Is Inching Up
On Episode 287 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Pande, national co-head for digital risk and cyber, and national leader for digital trust financial services sector at KPMG in India.
SHOW NOTES
(00:00) Stories Of The Day
(00:50) Indian market volatility is inching up, invest or hold?
(03:59) Why the last 15 years of stock picking strategies will not help investors
(08:08) India’s growing number of ghost malls
(09:27) Growth vs load - Why some bank systems are failing

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24 min
May 07, 2024#286 Markets Flat As They Weigh Conflicting Signals
On Episode 286 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautam Kalia, senior vice president and head of the wealth management platform Super Investor at Sharekhan by BNP Paribas.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets flat as they weigh conflicting signals, could that be the presiding theme in coming days?
(06:12) Well known NBFC IIFL Finance hit with liquidity crunch after banks slow down lending following RBI crackdown
(08:29) Drought hit Australian farmers benefit from Indian pulses demand
(09:51) Apprehension and optimism are both ruling high in the markets ahead of election results, what should you be doing?

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22 min
May 06, 2024#285 Why World Markets Are Looking For Bad News From Wall Street
On Episode 285 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajai Chowdhury, earlier co-founder of HCL Tech and now a member of the India Semiconductor Mission.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Why World Markets Are Looking For Bad News From Wall Street
(04:31) Kotak Bank CEO Says He Is Worried About Reputation Because Of RBI Move
(07:35) Why Home Loans Have Jumped Dramatically In Two Years
(08:56) Where Will India’s Multi-Billion Semiconductor Subsidies Stop?
(22:26) Warren Buffett Meets Shareholders At The Annual Berkshire Hathaway Meeting Without Charlie Munger For First Time

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26 min
May 04, 2024 #284 The Urgent Need To Address Climate Risks With CEEW CEO Dr Arunabha Ghosh
This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Dr. Arunabha Ghosh, founder-CEO of the Council on Energy, Environment and Water. They talk about the need to enhance climate resilience in Indian agriculture through a more data-driven approach, the importance of leveraging better data and predictive analytics to help farmers make informed decisions, addressing climate risks by connecting the dots between early warning systems, physical risk assessments, insurance, and policy changes, and much more.

About Dr Arunabha Ghosh
Dr Arunabha Ghosh is an internationally recognised public policy expert, author, columnist, and institution builder. He is the founder-CEO, since 2010, of the Council on Energy, Environment and Water. With experience in 48 countries, he previously worked at Princeton, Oxford, UNDP (New York), and WTO (Geneva). He currently serves on Government of India’s G20 Finance Track Advisory Group and advises the Sherpa Track for India’s G20 Presidency in 2022-23. In 2022, the UN Secretary-General appointed him to the High-level Expert Group on the Credibility and Accountability of Net-Zero Announcements by Non-State Actors. Dr Ghosh is currently Vice-Chair of the UN Committee for Development Policy, having been first nominated to the UNCDP by the UN Secretary-General in 2018. He is a member of the World Economic Forum’s Global Future Council on Clean Air, having previously been a member of the Global Future Council on Energy. He is also the co-author/editor of four books and dozens of research papers and reports.

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33 min
May 03, 2024#283 Markets Hold Gains, Mid Cap Index Hits All Time High
On Episode 283 of The Core Report, financial journalist Govindraj Ethiraj talks to Sankar Chakraborti, managing director and CEO of Acuité Ratings.
SHOW NOTES
(00:00) Stories Of The Day
(01:09) Markets Hold Gains, Mid Cap Index Hits All Time High, Global Cues Stay Positive
(03:48) OECD Raises Growth Forecast For India For This Year, At 6.6%
(05:17) After A Spate Of Crackdowns, RBI Pulls Back, Lifts Restrictions On Bajaj Finance Products Halted In November
(06:38) Unprecedented Heat Conditions Across The Country, Record Temperatures In Eastern India And Its Heavy Rains Again In Dubai
(09:42) Why India’s SME Will Have To Work Harder To Get Their Payments On Time
(17:57) Air Transport Association Lashes Out At Germany’s Increase In Airport Taxes

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23 min
May 02, 2024#282 Indian Markets Balance Strong Domestic Economic Indicators And Weak Global Cues
On Episode 282 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic journalist and author Shankkar Aiyar as well as Sanket Kulkarni, Head of Business Development (Theatrical) at Ormax Media.
SHOW NOTES
(00:00) Stories Of The Day
(01:09) Indian Markets Balance Strong Domestic Economic Indicators And Weak Global Cues
(02:29) Oil Prices In Steep Fall, Close To $85
(04:12) India’s April Numbers For GST Hits Record High, Over 2L Crore Now
(07:50) Godrej Splits Up Amicably, Early Preparation May Have Helped
(10:56) Understanding Redistribution Of Taxes In India
(19:15) How More Indians Are Watching Movies In Cinema Halls Than Ever Before
(29:00) International Air Cargo Grows In Double Digits For 4th Consecutive Month

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32 min
April 30, 2024#281 Banks Power The Market Up 941 Points
On Episode 281 of The Core Report, financial journalist Govindraj Ethiraj talks to Ved Jain, former President of The Institute of Chartered Accountants of India as well as sports journalist and commentator Ayaz Memon.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Banks Power The Market Up 941 Points In Unexpected Surge
(04:39) How Shanghai Retail Investors Are Sending Up Global Gold Prices
(06:07) How Bangalore Is The Best Place To Be A Landlord
(07:54) A New Tax Law To Help MSMEs Is Possibly Doing The Opposite
(15:26) America Will Host A Major Cricket League, The T20 World Cup This Year

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24 min