The Core Report

By The CoreNews Business News

The Core Report episodes

April 05, 2024#261 Markets Are Strong As Investors Search For New Themes
On Episode 261 of The Core Report, financial journalist Govindraj Ethiraj talks to Yashwant Deshmukh, Director and Founding Editor at CVoter as well as Sanjay Lazar, aviation consultant who has spent close to 38 years in Air India, including managing inflight crews.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets Are Strong As Investors Search For New Themes
(02:38) A Strong Dollar Is Knocking More Currencies Out, Rupee Hits Fresh Record Low
(04:31) HDFC Bank Brings In Large Chunk Of Deposits, Brokerages Smile
(07:14) What Do India’s First Time Voters Want, An Economic Lens
(18:52) The Tata-Vistara Pilot Crisis, Understanding The Symptoms Of The Problem
(29:57) Asia Pacific Passenger Demand Up 52% In February, Global Up 21%
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32 min
April 04, 2024#260 The Markets Are Nearing A $5 Trillion Market Capitalisation
On Episode 260 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder of Equinomics Research as well as Prathamesh Mallya, Deputy Vice President - Research, Commodities and Currencies at Angel One.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) The Markets Are In Striking Distance Of $5 Trillion Market Capitalisation
(08:13) Oil Price Rise A Concern, Says Top Indian Energy Bureaucrat, As Crude Inches Close To $90 A Barrel
(09:41) Gold Prices Are Being Dragged Upwards And Why The Rise Could Continue
(18:56) Why Tatas Should Fix Air India Before Merging With Vistara
(20:52) 30% Jump In Passenger Aircraft Capacity Leads To Spike In Global Air Cargo As Well, Double Digits For Third Month In February
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23 min
April 03, 2024#259 India’s Manufacturing Touches Highest Level In 16 Years
On today’s episode, financial journalist Govindraj Ethiraj talks to Teresa John, Deputy Head Of Research and Lead Economist with Nirmal Bang Financial Services as well as Madan Sabnavis, Chief Economist at Bank Of Baroda Research.
SHOW NOTES
(00:00) Stories Of The Day
(02:26) Investors Have Begun Switching Out Of India Into China
(06:36) Heat Waves Could Hurt The Economy In More Ways Than One, Including Inflation
(10:27) India’s Manufacturing Touches Highest Level In 16 Years
(11:39) Investment Intentions Are High, How Much Is Getting Converted And How Airlines Are Leading Most Of It
(22:29) Why Indian Airlines Struggle When Faced With Crisis
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28 min
April 02, 2024#258 Markets Start Strong In New Financial Year
On today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Rotti, founder of Bangalore-based tax strategy and advisory firm Tax Compass as well as Somasekhar Vemuri, Senior Director at CRISIL.
SHOW NOTES
(00:00) Stories Of The Day
(01:29) Markets Start Strong In New Financial Year, Await Earnings Season.
(04:04) The Magnificient Seven Becomes The Fabulous Four. Lessons From Wall Street.
(07:21) China Is Buying Up Gold And Determining Global Prices.
(09:43) The Auto Sector Continues To Grow And With It, The Economy.
(10:35) Infosys Gets A Rs 6,200 Crore Refund Notice From The Tax Man. Decoding Its Significance.
(17:56) Indian Companies Are Reporting Better Credit Profiles, What Does That Mean?
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29 min
April 01, 2024#257 Last Financial Year Was A Blockbuster For Stock Markets
On today’s episode, financial journalist Govindraj Ethiraj talks to Ashok Bhattacharya, Editorial Director of The Business Standard.
SHOW NOTES
(00:00) Stories Of The Day
(01:09) The Last Financial Year Was A Blockbuster Year For Stock Markets. Can The Coming Year Repeat It?
(07:48) US Federal Reserve Holds Out Again On Interest Rates
(11:24) State Budgets Are Bigger Than India’s Federal, Yet Few Pay Attention
(20:01) There Are So Many Lending Apps, Including Fake, That RBI Is Setting Up A New Agency To Monitor Them
(21:45) India’s State Owned Energy Companies Step Up Renewable Thrust, Latest Is Battery Manufacture
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24 min
March 30, 2024 #256 Transforming Belgavi Into A Manufacturing Hub with Aravind Melligeri
This week on The Core Report Weekend Edition, Govindraj Ethiraj sits down with Aravind Melligeri, Chairman & CEO of Aequs Inc., to discuss the world of aerospace manufacturing in India. Aravind Melligeri shares his vision for Aequs Inc., including their recent expansion into toy manufacturing. You’ll learn about the intricacies and high barrier to entry of aerospace manufacturing, Aequs' efforts in establishing itself as a reliable partner well before the "China + 1" model gained traction, Aequs' strategic advantage in a globalised market, as well as Aravind Melligeri's inspiring journey from aerospace to toys, and his unique approach to contract manufacturing.
About Aravind Melligeri
Aravind is a first-generation entrepreneur who has built India’s foremost vertically integrated aerospace manufacturing ecosystem over the last decade that drives scale & efficiency through co-located capabilities delivering end-to-end value streams.
Driven by a vision to transform India into a global manufacturing hub, his laser-sharp focus has helped him create long-term value through innovative strategies leading India to increase in-country value add and gain a competitive advantage. His passion for building economic engines for India’s future led to Aequs’ diversification into the consumer vertical in 2016. Today, Aequs is at the helm of developing and building India’s first 400-acre toy manufacturing ecosystem in Koppal, Karnataka, and India’s first sector-specific Consumer Durable Goods Cluster in Hubballi.
About Aequs
Aequs is a diversified contract manufacturing company providing vertically integrated product solutions across the Aerospace and Consumer Goods industries. By leveraging its manufacturing ecosystems, Aequs reliably delivers supply chain efficiencies to its global customer base. Aequs currently engages over 4,000 people and operates manufacturing facilities across India, France, and the United States.

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The Core Report: Weekend Edition ft Aravind Melligeri (Video)
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35 min
March 28, 2024#255 Indian Markets Find Their Footing Again
On today’s episode, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as oil analyst Vandana Hari of Singapore-based Vanda Insights.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Indian Markets Find Their Footing Again In Holiday Shortened Week
(02:27) Goldman Sachs Says US Equities Are Fairly Valued, India Has Significant Upside Despite Rally
(03:39) Mid Caps And Small Caps Are Bottoming Out, Is That Good News
(10:01) Oil Prices Slide After A Break, Where Is It Headed Next?
(18:13) A Bridge Collapse Exposes Supply Chain Fragilities Again
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22 min
March 27, 2024#254 Low Liquidity Hits Major Markets In Holiday Shortened Week
On today’s episode, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for Forex and Interest Rates at Kotak Securities.
SHOW NOTES
(00:00) Stories Of The Day
(01:09) Low Liquidity Hits Major Markets In Holiday Shortened Week
(08:04) India Forced To Switch To US Crude Oil As Sanctions On Russia Tighten
(09:44) What Goes Down Must Go Up To, The China Factor At Work
(12:34) Why Indian Banks’ Cost Of Capital Will Go Up
(15:06) Mumbai Is Fastest Growing Billionaire Capital In The World
(17:08) Adani Group Acquires Yet Another Port, This Time In Orissa
(17:55) Can India Choose Between Subsidies For Manufacturing Semiconductors And Spending On Higher Education?
(19:54) Why Chocolate Prices Will Rise, Global Coca Prices Hit New Records
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22 min
March 26, 2024#253 Markets Search For Fresh Triggers
On today’s episode, financial journalist Govindraj Ethiraj talks to Ajit Dayal, founder of Quantum Advisors.
SHOW NOTES
(00:00) Stories Of The Day
(01:09) Markets Search For Fresh Triggers, May Open On Backfoot
(03:00) Foreign Direct Investment Into India Almost Halves In Last Year
(04:18) The Global Chip Manufacturing War Is Intensifying, India’s Dilemma
(09:37) Onion Exports Ban Have Been Extended, In Surprise Move
(10:07) ICICI Securities Shareholders Are Fighting Back For Greater Share Of Parent ICICI Bank Stock In A Delisting Move
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29 min
March 23, 2024 #252 Innovation & Trust: Dissecting the 2024 Edelman Trust Barometer with Matthew Harrington
In this Weekend Edition of The Core Report, Govindraj Ethiraj is in conversation with Matthew Harrington, Global President & COO at Edelman about the latest findings from the Edelman Trust Barometer.
Is innovation building a better future, or eroding trust? This episode dives deep into how people around the world view innovation and its impact on trust in institutions. You'll learn about the changing trust dynamic in traditional and social media, why India stands out in global trust rankings, the link between economic well-being and trust, why businesses are seen as more trustworthy than governments, the growing importance of building trust with employees, how employee activism (like rising labor movements in the US) is impacting trust dynamics and many more insights.

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The Core Report: Weekend Edition ft Matthew Harrington (Video)
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32 min