The Core Report

In this episode of the Core Report Weekend Edition, financial journalist Govindraj Ethiraj talks to Haresh Chawla, Partner at True North (Formerly IVFA) about the dynamics of the Indian consumer market. Their conversation covers the evolution of modern retailing in India, challenges in reaching different consumer segments, and the impact of credit growth on consumption with Mr Chawla emphasising the importance of understanding the household as a unit of measurement in India. He also explores the wealth effect in the country and much more.

Haresh Chawla joined True North in 2012 and is responsible for building and scaling up businesses owned by the company across sectors, as well as leading investments related to consumer brands, media, and entertainment.

Prior to joining True North, Haresh had an extremely successful 12-year stint as Group CEO for Network18 where he grew the company from US$12 million in 2001 to over US$ 500 million in 2012. This followed earlier successes in building start-ups at HCL, ABCL and the Times of India Group.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP at Geojit Securities as well as Ashok K Bhattacharya, Editorial Director at Business Standard.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Global stock markets pause for breath, could lead India recovery
• (10:17) Bets now on post-elections growth, in loans and equities. 
• (12:25) Worldwide power generation from coal hits new high in 2023
• (14:52) 25 crore people in India came out of multidimensional poverty in 9 years
• (22:40) Aviation industry focusses on big airplane orders, including fresh ones, as it tries to put the mayhem of last week behind

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On today’s episode, financial journalist Govindraj Ethiraj talks to Avinash Gorakshakar, Head of the Research Desk at ProfitMart Securities as well as Dr Vishwas Chitale, Senior Programme Lead, Council on Energy, Environment and Water.

SHOW NOTES

• (00:00) Stories Of The Day
• (00:51) Indian stock markets track global cues, crack 1,600 points.
• (04:30) Sensex heavy HDFC Bank leads index and market fall.
• (12:34) SBI backs clampdown on unhealthy loan growth.
• (13:46) India diversifies crude sources on uncertainty, buys from 37 countries from 29 earlier.
• (15:44) 40-year study shows how monsoon intensity is increasing, rising in some places, falling in others

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On today’s episode, financial journalist Govindraj Ethiraj talks to Jitender Bhargava, former Executive Director of Air India and a well known commentator on aviation issues. We also feature an excerpt from a Weekend Edition video interview featuring Captain Jimmy Sarbh.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Markets slip after fresh highs, HDFC posts 34% jump in profits
• (02:50) More investors join the party, on the back of record demat accounts
• (07:00) India’s auto industry pushes back on potential direct imports by companies like Tesla
• (09:28) Why do airlines fail to communicate with passengers?
• (19:32) Why private ports will help boost India’s growth

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Check out The Core Report Weekend Edition ft Capt Jimmy Sarbh

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On today’s episode, financial journalist Govindraj Ethiraj talks to Anuj Gupta, head of commodities and currencies at HDFC Securities as well as Captain Sam Thomas, President of the Airline Pilots Association of India and a commercial pilot.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:01) Markets hit fresh highs, IT stocks stage dramatic turnaround
• (02:05) Traders are betting that the rupee will rise this year
• (12:23) Mayhem at airports and airline passengers are losing it, who is to blame?
• (24:03) India’s automobile exports fell 21% last year.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Aditi Nayar, economist at ratings agency ICRA. We also feature an excerpt from the recent Energy Special interview with Dr Ranjit Rath, Chairman and Managing Director of Oil India Limited, India’s oldest and more than a century old oil company.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Stock markets make peace with IT stocks, MS overtakes Apple.
• (03:55) Are the Government’s efforts to rein in inflation working?
• (11:16) Mapping India’s oil prospects, onshore and offshore.
• (18:24) How Bangladesh footwear exports are growing rapidly, as it exploits synergy with garment making.
• (21:39) NRIs are buying more than 20% of new real estate, driving up prices on the premium end.
• (23:32) Canada may cap international students arrivals.

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On this edition of The Core Report, as part of our ongoing series on Energy, financial Journalist Govindraj Ethiraj chats with Dr. Ranjit Rath. Dr. Rath was appointed as Oil India Limited Chairman & Managing Director in late 2022 and has been associated with diverse roles spanning from strategy formulation, business development and upstream asset management to application of geosciences and exploration geology in several important projects including creation of strategic petroleum reserves. 

This episode, brought in association with the India Energy Week, unpacks the legacy of Oil India Limited, its unwavering focus to cater to the massive energy demands of India; with oil and gas being the mainstay. Dr. Ranjit Rath also speaks about Oil India Limited’s commitment toward its Green Energy Portfoilio along with its efforts for more exploration for energy resources.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Rahul Jain, VP at Dolat Capital and IT company analyst as well as Dr Ajay Sahai, Director General of the Federation of Indian Export Organisations.

SHOW NOTES

• (00:00) Stories Of The Day
• (02:30) More oil supplies balance out pressure on oil prices from Red Sea tensions
• (03:47) Indian IT results come in weak, non-event say analysts
• (12:20) RBI says position against crypto unchanged, regardless of other country moves 
• (14:39) India’s FDI is falling, despite announcements to the contrary
• (16:49) Indian exporters’ woes stare at double whammy this year, commodities could be worst hit

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On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President at FADA (Federation of Automobile Dealers Associations of India) as well as pilot and aviation safety advocate Captain Amit Singh.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Japanese markets hit 34 year high, Indian markets recover
• (03:16) 10th Vibrant Gujarat summit sees major manufacturing announcements
• (09:42) IT hirings in US hit speed breaker, will India follow?
• (21:07) Boeing CEO says they made a mistake
• (22:26) Global air traffic is now at 99.1% of pre-pandemic peaks

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On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President at FADA (Federation of Automobile Dealers Associations of India) as well as pilot and aviation safety advocate Captain Amit Singh.

SHOW NOTES

• (00:00) Stories Of The Day
• (00:50) Is the Santa Stock Market Rally of 2023 facing resistance?
• (05:48) India’s oil consumption is rising as global oil prices stay low.
• (08:06) How Indian malt whiskeys beat the Scots at their own game?
• (17:34) New flying rules could lower stress levels for pilots, is it sufficient?
• (27:58) Starbucks says will It will have 1,000 stores in India

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