The Core Report

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The Core Report episodes

April 29, 2024#280 Nervousness In The Political Theatre Could Transmit To The Stock Markets
On Episode 280 of The Core Report, financial journalist Govindraj Ethiraj talks to Yashwant Deshmukh, Founder of CVoter as well as Rahil Shaikh, Managing Director of MEIR Commodities.
SHOW NOTES
(00:00) Stories Of The Day
(01:09) Nervousness In The Political Theatre Could Transmit To The Stock Markets As Second Phase Of Polling Ends
(08:35) No Recovery In Entry Level Cars This Year, says Maruti Chief.
(10:01) Global Debt At Levels Not Seen Since 1820s says WEF Chief.
(11:08) How Concerning Is The Lower Turnout Levels In Phase I And II Of Voting (with Yashwant Deshmukh of CVoter) and India’s Unusual Voter ID Problem
(23:33) How Sugar Prices Are Rising Because Of Heat Waves
(30:35) Musk Skips New Delhi, Lands In Beijing 5 Days Later, Hawks Robotaxis Now
(32:49) Energy Transition Drives Big Metals And Mining Deals, Trading Bets

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35 min
April 26, 2024#279 Indian Markets May Be Hit By Wall Street Blues
On Episode 279 of The Core Report, financial journalist Govindraj Ethiraj talks to TP Ostwal of TP Ostwal & Associates LLP as well as Manisha Kapoor, CEO of the Advertising Standards Council of India (ASCI).
SHOW NOTES
(00:00) Stories Of The Day
(00:50) Indian Markets May Be Hit By Wall Street Blues
(02:47) How Many Players Does India’s Telecom Sector Really Need?
(05:51) Kotak’s Technology Fuelled Bets And A TCS Announcement On AI
(12:28) How Practical Is Inheritance Tax?
(23:33) Why Its Getting Tougher To Get Away With Misleading Product Claims

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34 min
April 25, 2024#278 Small Caps Race Ahead Again As Broad Markets Crawl
On Episode 278 of The Core Report, financial journalist Govindraj Ethiraj talks to Sushil Choksey, Managing Director of Indus Equity Advisors.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Small Caps Race Ahead Again As Broad Markets Crawl
(05:02) IT Companies Stare At Another Slow And Worrying Year Ahead
(07:56) RBI Cracks Down On Kotak Credit Cards
(11:25) Reliance Industries Is A Giant Company But Where Do Its Revenues And Profits Really Come From?

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24 min
April 24, 2024#277 Small Caps Are Powering Back
On Episode 277 of The Core Report, financial journalist Govindraj Ethiraj, talks to Ajit Dayal, Founder of Quantum Mutual Fund.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Small Caps Are Powering Back In Sign That Confidence Levels Are Rising Again
(02:39) Gold Prices Take A Big Knock But Macro Demand Indicators Still Strong
(07:01) India’s Business Activity Grows At Fastest In 14 Years
(08:05) Adani Wants To Settle An Allegation With Sebi Which It Denied
(09:57) Apple China iPhone Sales Crash, India Matters More
(11:39) Index Hits 75000, Is It Safe To Invest At New Peaks?

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25 min
April 23, 2024#276 Markets Stage Relief Rally, Search For Fresh Directions
On Episode 276 of The Core Report, financial journalist Govindraj Ethiraj, talks to Nilesh Sathe, former director of the Insurance Regulatory & Development Authority of India.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets Stage Relief Rally, Search For Fresh Directions, Tech Stocks Lose Ground On Wall Street
(02:47) Oil Prices Are Falling Fast, Now At $86 A Barrel
(05:08) Reliance Industries Now A $120 Billion Company
(06:25) Diamond Exports Fall Sharply
(07:19) Insurance Regulator Wants New Health Insurance Products Including For Older People, Will Companies Deliver?

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24 min
April 22, 2024#275 Markets And Oil Recover From Middle East Tensions
On Episode 275 of The Core Report, financial journalist Govindraj Ethiraj, talks to Siddharth Pai, a technology research consultant and Founder & Managing Partner at Siana Capital (a venture firm) as well as economic journalist and author Puja Mehra.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets And Oil Recover From Middle East Tensions, All Eyes On Earnings
(07:07) Insurance Companies Will Now Offer Health Coverage For Pre-Existing Conditions Like Cancer As Well, Age Limit Of 65 Years Removed
(08:41) What Exactly Is Going On With Elon Musk’s India Investment
(13:10) Indian IT’s Falling Headcounts. What They Really Mean And Why The Prognosis Is Grim
(25:50) Why A Policy To Offer Free Bus Rides To Women May Not Have The Desired Effect
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32 min
April 20, 2024 #274 India Underinvested In Equity: Veteran Investor Jyotivardhan Jaipuria
This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to veteran investor Jyotivardhan Jaipuria of Valentis Advisors. Jyotivardhan Jaipuria shares his investment strategy focusing on unearthing undervalued companies with robust earnings growth. In this conversation you'll learn about consumption vs. investment, investment themes driven by government spending, looking for banks with strong deposit franchises and a focus on corporate lending, The IT sector, the impact of AI and much more
About Jyotivardhan Jaipuria
Mr. Jyotivardhan Jaipuria has an overall 36 years of experience in the Indian Capital Market including 21 years at DSP Merrill Lynch and 8 years at ICICI. He was Head of Research and strategist for India at DSP Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist and analyst, Jyoti was rated amongst the top in India by leading institutional investors and figured in the Top 5 leading vote getters regularly. The DSP Merrill research team was consistently ranked top 3 in India in investor surveys. In the 15 years he headed research, the team was No 1 in the Institutional Investor survey on 4 occasions. Jyoti served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Jyoti has an MBA from the Indian Institute of Management (IIM), Ahmedabad.

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The Core Report: Weekend Edition ft Jyotivardhan Jaipuria (Video)
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28 min
April 19, 2024#273 Markets Struggle And Give Up Gains As Weakness Continues
On Episode 273 of The Core Report, financial journalist Govindraj Ethiraj, talks to Tarun Pathak, Research Director at Counterpoint Research as well as veteran economic journalist and columnist Shankkar Aiyar.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets Struggle And Give Up Gains As Weakness Continues, Crude Down Below $87
(03:03) Headcounts Continue To Fall In India IT Services Majors Amidst Flat Revenue Growth
(05:36) Nestle Under Fire For Adding Sugar In Rs 2,000 Crore Cerelac Brand
(09:33) Can Falling iPhone Sales Impact India Production
(16:49) Elections Kick Off Today, What’s At Stake For India’s Voters
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26 min
April 18, 2024#272 The Markets Fight To Hold Ground But End Lower
On Episode 272 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, Vice President, Global Trading Center at the Korean Shinhan Bank in Mumbai as well as Sugandha Sachdeva, Founder of SS WealthStreet, a Delhi-based equity, commodity and research firm.
SHOW NOTES
(00:00) Stories Of The Day
(01:10) The Markets Fight To Hold Ground But End Lower. It's Back To Fed Gazing
(03:20) Global Funds Are Retreating From Emerging Markets Like Asia
(04:23) The Rupee Is Hitting Fresh All Time Lows
(15:42) Can Gold Prices Keep Going Up
(23:43) The World’s Fastest Growing Advanced Economy
(24:50) Heatwaves In Philippines And Mumbai To Floods In Dubai
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29 min
April 17, 2024#271 Electoral Maths with Rama Bijapurkar, Shankkar Aiyar and Yashwant Deshmukh
On Episode 271 of The Core Report, we feature a discussion between financial journalist Govindraj Ethiraj, veteran economic journalist and New Indian Express columnist Shankkar Aiyar, business adviser, researcher, author, and academic Rama Bijapurkar, and founder-director at CVoter Yashwant Deshmukh about the upcoming elections, voter behaviour, and much more.
SHOW NOTES
(00:00) Intro
(02:06) Key findings of the CVoter survey (Yashwant Deshmukh)
(04:19) Voter Demographics (Rama Bijapurkar)
(09:08) Voter Engagement (Shankkar Aiyar)
(12:47) Voter Aspirations (Rama Bijapurkar)
(14:50) Voter Aspiration vs Experience I (Rama Bijapurkar)
(17:53) Voter Aspiration vs Experience II (Shankkar Aiyar)
(23:09) The idea of India I (Shankkar Aiyar)
(25:04) The idea of India II (Rama Bijapurkar)
(27:29) Voter Self-Identification (Rama Bijapurkar)
(29:20) How are politicians optimising voter data and technology
(32:14) Last words
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36 min