The Core Report

By The CoreNews Business News

The Core Report episodes

March 11, 2024#241 Wall Street’s Breather On Friday Could Extend To Dalal Street Today
On today’s episode, financial journalist Govindraj Ethiraj talks to Mridula Ramesh, award-winning author of the critically acclaimed The Climate Solution and Watershed, and the founder of Sundaram Climate Institute, which focuses on waste and water solutions.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Wall Street’s breather on Friday could extend to Dalal Street Today
(03:24) Gold prices race away, demand falls in big markets like Dubai
(06:23) Swiss watches and chocolates will be cheaper in coming years as India signs new FTA
(08:13) It’s official, Tesla will not get special treatment for an India entry
(10:58) Bangalore’s water crisis, why businesses have to wake up
(21:55) It's not just AI Chips that are flying off the shelves
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24 min
March 09, 2024 #240 India’s Mega Consumption Story: A Conversation with Author Rama Bijapurkar
Tracking the Indian consumer has been a perplexing task for many marketers and research firms through the decades. Getting this right means success for so many brands offering products and services. The market, however, continues to evolve with a gradual rise in income levels. How does one keep track?
Financial Journalist Govindraj Ethiraj talks to acclaimed Indian author Rama Bijapurkar to delve into her new book ‘Lilliput Land: How Small is Driving India’s Mega Consumption Story.’ In it, she dismisses the simplistic view of the Indian demographic and embraces all the complexities and opportunities that new India has to offer. One of the largest consumer markets in the world, India is made up of lots and lots of small consumers-- each earning and spending just a little bit that adds up to a lot. It is served by millions of small suppliers oozing innovation and customer intimacy, and is powered by digital infrastructure that does billions of unique and small transactions every day.
About Rama Bijapurkar
Rama Bijapurkar is a business adviser, independent director on boards of blue-chip corporate and academic institutions, researcher, and academic. She describes her work as ‘bringing the “people view” to business strategy and public policy’. She has also authored other influential books on Consumer India—We Are Like That Only: Understanding the Logic of Consumer India (2007) and A Never-Before World: Tracking the Evolution of Consumer India (2013).

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The Core Report: Weekend Edition ft Rama Bijapurkar (Video)
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42 min
March 08, 2024#239 RBI & SEBI Move In Concert In Near And Rare Co-Ordinated Actions
On today’s episode, we feature an excerpt from our upcoming weekend edition which features financial journalist Govindraj Ethiraj in conversation with Rama Bijapurka.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Gold continues its run, hits fresh high in anticipation of interest rate cuts.
(03:46) RBI & SEBI move in concert in near and rare co-ordinated actions.
(06:20) Passenger vehicle sales continue to surge.
(07:27) What the RBI Governor thinks of Ferraris.
(09:22) More airports coming in India, global air traffic up 17% in January.
(13:09) Breaking down the old rural-urban consumer divide with Rama Bijapurkar
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22 min
March 07, 2024#238 Markets Search For New Asset Classes To Pile In
On today’s episode, financial journalist Govindraj Ethiraj talks to CRISIL Chief Economist Dharmakirti Joshi.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets search for new asset classes to pile in, equities and gold hit record high
(04:16) India leans on oil refiners to push rupee denominated trade.
(05:51) Rating agency CRISIL predicts doubling of per capita income to $4,500 in 7 years.
(15:02) RBI Governor now bats for 8% GDP growth for this year, see why.
(16:20) Banks asked to let consumers choose Visa, Mastercard or other networks
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19 min
March 06, 2024#237 Equity Markets Weak But Bond Markets Get A Bloomberg Index Boost
On today’s episode, financial journalist Govindraj Ethiraj talks to Ashish Pherwani, Partner and Media & Entertainment Leader, EY India.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Equity markets weak but bond markets get a Bloomberg index boost.
(05:52) RBI actions reveal systemic excesses as it cracks down again, this time on JM Financial.
(09:15) Increase in world trade and ecommerce shipments lead to spikes in Air Cargo movements.
(10:15) Digital advertising overtakes traditional advertising in India for first time, at 51%.
(20:34) Is Tesla going to Thailand?
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23 min
March 05, 2024#236 World Markets Hit Highs Again, India Joins The Party With Smaller Steps
On today’s episode, financial journalist Govindraj Ethiraj talks to Tamal Bandyopadhyay, veteran commentator on banking issues and columnist with Business Standard.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) World markets hit highs again, India joins the party with smaller steps.
(03:26) Moody’s catches up, ups India GDP projections
(05:35) India ships crude from big find in Krishna Godavari basin.
(06:50) 26 years after launching its first car, Tata Motors to demerge passenger cars from parent commercial vehicles.
(11:23) RBI cracks down again, this time on IIFL’s gold loans business.
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26 min
March 04, 2024#235 Holiday Trading Takes Markets To New Highs
On today’s episode, financial journalist Govindraj Ethiraj talks to Gulam Zia, Executive Director at Knight Frank as well as New Indian Express columnist and well known economic journalist Shankkar Aiyar.
SHOW NOTES
(00:00) Stories Of The Day
(00:50) Holiday trading takes markets to new highs, sustaining might be tough
(02:54) India’s wealthier are growing faster than elsewhere in world
(09:46) Latest GDP numbers have caused some head scratching. What should one really focus on?
(18:44) A $1 billion gift that ought to inspire many
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22 min
March 02, 2024 #234 Empowering Boards: The Evolution of Independent Directorship with PwC’s Sanjeev Krishan
In this edition of The Core Report: Weekend Edition hosted by Financial Journalist Govindraj Ethiraj, join us for an engaging discussion with Sanjeev Krishan, Chairperson of PwC in India, as we delve into the critical role of independent directors in companies. Are board directors truly active, alert, or responsive? Krishan emphasizes the necessity of diversity within boards, highlighting it as a top priority. He also sheds light on CII guidelines aimed at providing a security net for board directors, especially in light of adverse tax regulations.
Sanjeev Krishan is PwC India's Chairperson, and has been with the firm for 30 years, having joined in 1991 as an articled trainee. He became a partner in 2006 and has successfully led the firm’s Transactions, Private Equity and Deals business over the years, getting the firm to a pre-eminent position amongst its Private Equity clients and their investee companies.
Mr. Krishan has served in diverse leadership and client service roles and has extensive India and overseas experience in Deals work across a range of sectors, such as technology, consumer and industrial products. Among his prior roles, he was a member of the team that set up the Transaction Services practice in India, and has spearheaded the relationship with most global private equity funds, personally looking to raise the firm’s focus on numerous funds. Mr. Krishan did a brief stint with PwC Sweden as part of an International Exchange programme, where he worked with several Private Equity funds and Corporate clients, mostly on cross-border deals.

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The Core Report: Weekend Edition ft Sanjeev Krishan (Video)
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19 min
March 01, 2024#233 High Tax Collections, Base Effect Takes India Q3 GDP To 8.4%
On today’s episode, financial journalist Govindraj Ethiraj talks to Vivek Kumar of QuantEco Research as well as Rama Bijapurkar, consultant on all things consumer markets and director on boards of leading companies.
SHOW NOTES
(00:00) Stories Of The Day
(04:12) High tax collections, base effect takes India Q3 GDP to 8.4%, beats all estimates.
(14:23) Tata’s lead Rs 126,000 crore worth semiconductor projects to kick off in next 100 days.
(15:47) India’s electronics exports to the US, as a ratio of China’s, tripled last year.
(17:21) Are Indian companies giving up on mass market products too soon in shift to premiumisation?
(25:56) Why Hong Kong has had the world’s worst-performing major stock market in a quarter of a century.
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30 min
February 29, 2024#232 Indian Markets Spooked By Regulatory Focus On Small Cap Stocks
On today’s episode, financial journalist Govindraj Ethiraj talks to Captain Sam Thomas, President of the Airline Pilots Association of India as well as Manisha Kapoor, CEO of Advertising Standards Council of India.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Indian markets spooked by regulatory focus on small cap stocks.
(04:40) Reliance & Disney firm up joint venture valued at $8.5 billion
(06:37) More weight loss drugs on the way as Eli Lilly follows Novo Nordisk.
(09:05) 2023 was the safest year for flying but are Indian pilots in good shape?
(19:56) Apple scraps car projects, moves staff to generative AI projects.
(20:58) Patanjali ads and their claims
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28 min