The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Arvind Chari, fixed income veteran and now CIO of the London-based Quantum Advisors as well as Navkendar Singh, AVP, Client Devices Research, IDC India.

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) Indian markets beat back Wall Street blues on Wednesday, set to rise further.
• (02:53) Global oil supplies to satisfy demand and keep prices in check, says IEA.
• (05:38) India’s debt markets are brimming with interest, what is going on?
• (16:06) $1,200 foldable phones are flying off the shelves in India but many other segments are slowing

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On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of FADA (Federation of Automobile Dealers Associations of India) as well as CRISIL Ratings Chief Economist D K Joshi.

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) India almost equal to China on MSCI Index now, from one fifth in 2020.
• (03:18) Auto dealers want car manufacturers to cut back on production.
• (08:11) How India’s electric vehicle market is evolving differently from the United States
• (12:15) What is driving inflation and interest rates in India, in contrast to developing countries
• (17:47) Senior Government minister says India could lose out to Vietnam, China on mobile phone manufacture

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On today’s episode, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President at Counterpoint Research as well as Ricky Thaper, Treasurer of the Poultry Federation of India.

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) Falling food prices bring down inflation to 3-month low.
• (03:31) How an India-facing ETF on Wall Street is beating the S&P 500.
• (04:51) SEBI wants to increase scrutiny of IPOs, is it too late?
• (08:19) Will cutting of import duties on electronic components help the electronics industry? 
• (16:33) Why are prices of chicken falling while everything else is going up?

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On today’s episode, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President at Pharmarack as well as Ajay Kedia of Kedia Advisory, a leading commodities brokerage based near Mumbai.

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) For foreign investors, India is a debt story right now
• (03:12) Personal income taxes continue to power growth in tax collections
• (04:15) Weight loss drug sales are running away in India, like elsewhere.
• (13:57) How Photovoltaics and Automotive Industries Are Driving Silver Demand.
• (22:50) Michael Jackson Music Catalog Valued At $1.2 billion.

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In this edition of our Energy series on The Core Report Weekend Edition, Govindraj Ethiraj speaks to Krishnakumar Gopalan, Chairman and Managing Director of Bharat Petroleum Corporation Ltd (BPCL). They talk about the Shift from Petrol Pumps to Electric Chargers, BPCL's transformation over the years (from its roots as a refining company evolving into a marketing giant), BPCL's strategies to enhance productivity, how they plan to the integrate with startups, leveraging traditional fuel to drive the renewable business and much more.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist of ICRA Ratings in Delhi. We also feature an excerpt from our upcoming weekend edition featuring BPCL Chairman and Managing Director, Krishnakumar Gopalan.

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) Reserve Bank of India holds interest rates again, but its body language is different.
• (09:09) India’s oil consumption jumps 8% in January as brent crude prices rise.
• (10:37) The RBI’s messaging on PayTM and the many interpretations.
• (16:03) Why the petrol pump attendant insists you note the zero setting.
• (22:40) How analysts are backtracking from sell calls on Toyota Motor.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Kunal Shah, Head of Commodities Research at brokerage Nirmal Bang.

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) Global shares hit highs, India skids and China sacks its markets regulator
• (03:09) India will be largest driver of global oil demand growth in the next 7 years, International Energy Agency
• (06:46) Satya Nadella says Microsoft will train 2 million Indians in AI In A Year.
• (09:22) How energy transition demand will drive copper prices up sharply. 
• (17:08) Why India is Going Bananas With Russia

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On today’s episode, financial journalist Govindraj Ethiraj talks to Karan Taurani, Senior Vice President at Elara Capital as well as Ketharaman Swaminathan, founder and CEO of marketing company GTM360.

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) Global brokerages project major fund flow shifts from China to India .
• (03:35) China’s Xi Jinping steps in to prevent market fall in unprecedented move.
• (06:42) India to see $67 billion of energy investments in next 5-6 years, PM.
• (09:58) Move over pizzas, fried chicken and burgers are gaining ground
• (19:09) Understanding payment rails, understanding how payments happen in India in the context of Paytm

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On today’s episode, financial journalist Govindraj Ethiraj talks to Sonam Srivastava, fund manager and founder of Wright Research in Mumbai. We also feature an excerpt of a conversation between The Core’s Pushpita Dey and Tuhin Kanta Pandey, Secretary of the Department of Investment and Public Asset Management (DIPAM).

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) Markets go into tracking mode, swing between global and local cues.
• (07:48) Is the Government dragging its feet on PSU privatisation because stocks are doing well?
• (15:30) India’s port sector is seeing more investment being committed
• (17:06) India’s biggest IPO at $3 billion could be from..a Korean company

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On today’s episode, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, well known economic journalist and columnist with New Indian Express.

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) Foreign investors are stepping up in India’s debt markets
• (03:43) Can India grow without a private capex investments? Hint, yes.
• (13:28) Is RBI, India’s banking regulator, unfair?
• (20:34) Oil prices crash even as Indian oil giants step up investments.
• (23:59) Meta or Facebook is Wall Street’s new comeback kid

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