The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director with Business Standard as well as Mukesh Butani, Managing Partner of BMR Legal, a leading legal and tax consulting firm.

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) Interim budget leans on political capital, sticks to original strategy on infrastructure push.
• Government sets aggressive fiscal deficit target of 5.1%, tightens spending.
• (22:04) Oil stays below $82 a barrel despite Biden threat to respond to Iran.
• (23:46) More large organisations are calling people back to work or asking them to leave.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Viktor Katona, Lead Crude Analyst at Vienna based trade intelligence firm Kpler as well as G Chokkalingam, Founder of Equinomics Research.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:19) Markets are up again in anticipation of friendly Interim Budget
• (04:22) Most new investors are not buying large cap stocks, its 1 or 2 digits that are catching fancy
• (12:09) Global oil action will now be in the Atlantic basin with India expected to drive up demand in Asia
• (21:11) The Government finally cuts import duties on components for mobile phone manufacture
• (22:20) RBI asks Paytm to cease most transaction linked businesses by March 15
• (23:33) Elon Musk’s $56 Billion Salary from Tesla struck down by court

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On today’s episode, financial journalist Govindraj Ethiraj talks to Sushil Choksey of Indus Equity Advisors Pvt Ltd as well as researcher, applied statistician and author Dr Rajesh Shukla, MD and CEO of PRICE (People Research on India's Consumer Economy).

SHOW NOTES

• (00:00) Stories Of The Day
• (01:10) Markets fail to hold on to gains, New Triggers in earnings and budget
• (02:40) IMF Raises India Growth Projection to 6.5%, Still Below Indian Estimates.
• (03:42) Which part of Reliance Industries are investors actually buying into?
• (12:00) Oil prices are below $82 despite Saudi Arabia suspending capacity expansion.
• (15:37) Sony’s break up with Zee has lessons that are common to other corporate actions as well.
• (19:08) India’s poorest 20% households saw income levels shrink 16% from 2015-16 level says survey

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On today’s episode, financial journalist Govindraj Ethiraj talks to Prashant Agarwal, Partner at tax and consulting firm PwC.

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) India’s markets surprise, back on a blazing 1241 point start to week.
• (01:55) India could see 7% growth, says Government economic review
• (03:13) Reliance Industries stock hits near 3.5 year high on oil margins. What lies ahead?
• (08:48) China’s Evergrande goes into liquidiation. The beginning or end of the problem?
• (11:06) India’s indirect tax expectations

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On today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Bangalore-based tax consulting firm Tax Compass as well as Veteran business journalist and columnist Shankkar Aiyar.

SHOW NOTES

• (00:00) Stories Of The Day
• (02:15) Foreign investors are buying Indian debt, selling equity.
• (03:47) Rupee is best performing Asian currency again, in January
• (06:42) HDFC Bank needs a series of injections, including of energy and some brave moves.
• (13:41) What does the interim budget hold in store in tax?
• (20:34) The Government announces an ambitious rooftop solar scheme. How far can it go?

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On today’s episode, we feature an excerpt of a discussion with Mahesh Nandurkar, MD and Head of Research at stockbroking firm Jeffries. The discussion happened at a panel on Equity Outlook for 2024 organised by Baroda BNP Paribas Mutual Fund and moderated by financial journalist Govindraj Ethiraj.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:10) Indian markets close marginally up in a truncated week amidst an uncertain outlook
• (03:03) Oil prices rise to highest level in 8 weeks, could it go further.
• (04:55) How India could get capital from global fund pools  beyond emerging markets.
• (16:24) India is restricting capital from flowing out but wants its citizens to go into war torn zones. Some lessons.
• (21:56) Tesla shares slide, alarm bells start ringing after Musk says Chinese electric vehicle majors can demolish companies like his

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On today’s episode, financial journalist Govindraj Ethiraj talks to Ashvin Parekh, a veteran banking consultant and analyst as well as Sanket Kulkarni, Business Development (Theatrical) Head at Ormax Media.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Foreign Institutional Investors are selling India and China.
• (04:28) HDFC Bank’s stock is punished. The banking story behind the story?
• (15:33) Zee goes to court saying it wants Sony to honour $10 billion merger terms.
• (18:11) Bollywood has a record 2023 at over Rs 12,000 crore. Stargazing 2024.
• (27:57) Netflix take another step into television territory even as crackdown on password sharing pays off

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On today’s episode, financial journalist Govindraj Ethiraj talks to veteran journalist and economics writer Shankkar Aiyar. We also feature an excerpt from a panel discussion at Konnection Annual Outlook 2024 (outlook for equities organised by Baroda BNP Paribas Mutual Fund).

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Indian markets buck global trend, crack 1,000 points. Will it stabilise?
• (06:00) Chinese Government To Step In To Buy Stocks As Panic Spreads. 
• (08:29) Why PSU stocks are soaring and may continue to do so.
• (17:10) Consumer product companies sales are slowing down, have they reached peak consumption ?
• (24:53) Who is the biggest overseas buyer of Indian tea?
• (26:13) Canada clamps down on international students, cuts visas.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Dhairyashil Patil, President of All India Consumer Products Distributors Federation (AICPDF), Akshay D’ Souza, Chief Of Growth and Insights at Bizom as well as Vanita Kohli-Khandekar, media analyst and Business Standard columnist.

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) Mainland stocks in Hong Kong’s Hang Seng fall to 2 decade low. What’s next?
• (03:06) US markets continue to stay strong. Will it spillover to India?
• (06:15) Worst for consumer products in 3 decades in India, says distributors federation chief.
• (25:13) Sony calls off merger talks with Zee Entertainment, will they become fresh targets?

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On today’s episode, financial journalist Govindraj Ethiraj talks to Ajai Chowdhry, founder member of HCL Computers, and Chairman of the Mission Governing Board of the National Quantum Mission.

SHOW NOTES

• (00:00) Stories Of The Day
• (02:40) Short trading week could see markets hold back. What triggers should one track?
• (04:35) Global tech giant stocks bounce back. What a strong US market means.
• (07:00) Indian banks’ struggle for more low cost deposits while consumer product companies see sales slowing down.
• (09:11) Electric vehicle sales in the US are slowing down, could it plateau in India too?
• (14:08) India’s Quantum Computing Mission is off the block. A Sneak Preview.

For more of our coverage check out thecore.in

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