The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to ICICI Securities equity strategist Vinod Karki as well as TK Arun, senior economic journalist and columnist.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Markets recover, await economic data
• (02:55) India’s financial regulators increasingly wary of market risks 
• (05:15) How company promoters were the largest sellers of their holdings in the last year
• (18:10) India’s purchasing power is low, how much so is the question
• (26:38) Pharma MNCs are exiting the Indian market but increasing bets on Indian talent

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On today’s episode, financial journalist Govindraj Ethiraj talks to Sunil Nanda, a recognised industry expert in computer architecture and VLSI design (and who also started up the India Design Centre for NVidia in Bangalore in 2004) as well as Govind Iyer, board member at Infosys and chairman of Social Ventures Partners India.  

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) Markets search for signals and direction. What will they be?
• (02:24) Oil prices are down again
• (03:05) Two companies, both over 75 years old prepare for a fresh battle, in paints. 
• (06:27) India’s Chip plans and why NVidia Chips are special.
• (21:30) How Indian businesses have tens of thousands of crores of unspent money for social projects.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director of Business Standard.

SHOW NOTES

• (00:00) Stories Of The Day
• (03:29) Brokerages are bullish on India but downgrades on leading sectors like banking have started.
• (09:17) Indian oil refiners are facing dwindling margins as the cost of crude goes up.
• (10:58) Government releases household consumption data after more than a decade, spending on food is down.
• (17:51) Is the Government going to be in the business of doing business?

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On today’s episode, financial journalist Govindraj Ethiraj talks to Kumar Rajagopalan, CEO of the Retailers Association of India (based in Mumbai).

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Sustained bullishness drives stockmarkets to fresh records. Will it rise further?
• (02:37) Japanese markets hit a 34-year high, what it means for India.
• (04:54) Reserve Bank joins major central banks in ruling out early interest rate cuts.
• (06:07) Why recovery is slow after Indian retail’s blowout year in 2022.
• (18:11) The world’s hottest stock gets hotter. Can AI get bigger?
• (19:01) Will Birla’s Opus Take On Asian Paints?

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On today’s episode, financial journalist Govindraj Ethiraj talks to Harsh Dole, Vice President and oil and energy analyst at IIFL Securities

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) Indian markets hits record high for 3rd consecutive session.
• (02:19) Investors Balance Temptation To Buy With High Valuation Concerns 
• (05:52) India, the third most profitable region for HSBC, replaces China.
• (06:56) Oil prices fall, presenting a primer on crude varieties.
• (17:34) US Steps Up Chip Subsidies Again.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Rajeev Singh, partner and consumer industry leader, Deloitte Asia Pacific.

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) Nifty Closes At Record High, HDFC Bank floats up.
• (01:38) Ships Carrying Millions of Barrels of Russian Oil Are Anchored On High Seas
• (03:27) Two decades on, India resumes flirting with private nuclear power generation
• (06:46) The most shocking statistic about Indian car buyers and their preferences.
• (18:59) Why HDFC Bank Does Not Want to be a cowboy lender and why branches are still important

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On today’s episode, financial journalist Govindraj Ethiraj talks to Murali Neelakantan, a lawyer, healthcare advocate and keen observer of the pharmaceutical industry (and earlier Cipla’s first Global General Counsel).

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Indian markets rise for 5th consecutive session, could pause for breath.
• (01:45) Magnificent Seven tech stocks to power S&P 500 profits in 2024, says Goldman
• (03:18) It’s 50 years of Bombay High, India’s biggest crude producing field.
• (05:47) Why Global Pharma MNCs are exiting India.
• (20:13) Dubai airport traffic crosses pre-pandemic levels, maximum passengers to India.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, veteran economic journalist, author and columnist.

SHOW NOTES

• (00:00) Stories Of The Day
• (03:00) From Dalal Street to Wall Street, it’s all about valuations
• (05:58) Oil prices hit a 2024 high as middle east tensions rise again.
• (06:46) China’s FDI is down 82% from 2022
• (07:16) Do India’s Farmers Earn Enough?
• (19:47) India’s aviation regulator wades in, from freeing up airport slots to ensuring baggage arrives on time.

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On the latest episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks to Vishal Kapoor, CEO of Energy Efficiency Services Limited (EESL). He shares his vision for revolutionizing energy consumption as well as retail interventions to address greenhouse gas emissions such as rooftop solar, electric mobility (electric cars, electric cycles, electric scooters, electric buses), the star system for energy efficiency, LED lights, appliances (e.g, induction stoves, fans, etc). He also talks about how the company runs without any subsidy from the government, balancing the needs of the shareholders versus public value and much more.

About EESL
Energy Efficiency Services Limited (EESL) is a Super Energy Service Company (ESCO), which enables consumers, industries and governments to effectively manage their energy needs through energy efficient technologies. EESL is implementing the world’s largest energy efficiency portfolio across sectors like lighting, buildings, industry electric mobility, smart metering, agriculture, etc. at an enormous scale. EESL’s energy efficiency solutions have saved India over 47 billion kWh energy annually while reducing 36.5 million tones of carbon emission. Founded in 2009, EESL is promoted by Ministry of Power, Government of India as a Joint Venture of four reputed public- sector undertakings NTPC Limited, Power Finance Corporation Limited, REC Limited and POWERGRID Corporation of India Limited.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Pushan Sharma, Director—Research, Crisil Market Intelligence and Analytics.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:46) One fifth of global fund managers bullish on India, Bank of America survey 
• (03:43) Amazon says it surpassed $8 billion in cumulative exports from India in 2023 
• (05:46) Japan and the United Kingdom slip into recession. Why markets cheered in Japan. 
• (06:54) Low demand pushes down Hindustan Lever stock to 52 week low.
• (07:40) Why Minimum Support Price bills for agriculture may not be as high as they appear?

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