The Core Report

The Core Report

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The Core Report episodes

  • #191 Global Markets Pause On Strong US Jobs Numbers And High Bond Yields

    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
    • (01:19) Global markets pause on strong US jobs numbers and high bond yields.
    • (02:57) Saudi Arabia unexpectedly cuts oil prices as demand weakens.
    • (04:00) India’s exports may drop close to 7% on Red Sea blockages.
    • (04:55) India’s Auto sales hold momentum, 2 wheelers sales strong despite slowdown in agricultural growth.
    • (11:44) Has Boeing compromised safety in it’s 737 model? A pilot’s view
    • (21:34) DLF sells over 1,000 flats for 7,000 crore or over Rs 7 crore each in a single location over 3 days. 
    • (23:04) 38-year-olds help Mercedes clock record car sales for 2023.

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    26 min
  • #190 Markets Focus On Q3 Numbers, Tech Companies Under Microscope

    On today’s episode, financial journalist Govindraj Ethiraj talks to Tarun Pathak, research director at Counterpoint Technology Market Research based in Delhi.

    SHOW NOTES

    • (00:00) Stories Of The Day
    • (00:50) Markets focus on third quarter numbers with tech companies under the microscope.
    • (09:38) Ford Returns to India, again.
    • (11:03) Consumers head back to physical stores to get a feel for cooler gadgets and also find finance for them.
    • (22:02) More airlines are grounding the Boeing 737 Max 9 following the mid air blowout of a emergency door.

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    25 min
  • #189 Indian Oil's Diverse Energy Horizon with Shrikant Madhav Vaidya

    Indian Oil is diversifying its energy portfolio, with renewed focus on renewables like solar and wind. Watch Shrikant Madhav Vaidya, Chairman IOCL, on the core report as he speaks about the company’s seamless transition in to a green future. While acknowledging the global consensus at COP 28  to move away from coal, oil, and natural gas,Vaidya emphasises that the transition in India must consider its rapid economic growth and need for energy security.

    Indian oil is actively involved in renewable energy projects, including solar, wind, and biofules. It is actively engaging in the startup ecosystem whilst encouraging growth in innovation. Indian oil is committed to green hydrogen, with plans for hydrogen consumption in refineries and deployment of green hydrogen buses.

    Mr Shrikant Madhav Vaidya heads the Fortune-500 Indian energy behemoth Indian Oil Corporation Ltd (IndianOil), India's largest oil refiner and fuel retailer. In March 2023, he was named as the top Indian CEO and # 81 globally in the CEO WORLD Magazine's list of Most Influential global CEOs.

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    29 min
  • #188 Indian Markets Find A Footing, Lead A Global Recovery

    On today’s episode, financial journalist Govindraj Ethiraj talks to Gulam Zia, Senior Executive Director at Knight Frank.

    SHOW NOTES

    • (00:00) Stories Of The Day
    • (01:00) Indian markets find a footing, lead a global recovery.
    • (02:42) Goldman, Morgan Stanley, UBS cut crude price forecast for 2024, peg it at around $77 a barrel.
    • (04:11) Fuel prices are coming down, for planes, not cars, as Indigo to drop fares.
    • (15:11) Bajaj Chetak’s half a century journey from petrol through electric
    • (16:27) The Magnificent Seven: From Sizzle To Fizzle?
    • (19:04) Microsoft makes first change to keyboard in 30 years with AI key.

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    22 min
  • #187 Stock Markets Brace, Search For New Triggers

    On today’s episode, financial journalist Govindraj Ethiraj covers the top stories in business. We also feature an excerpt from a Core Report Special Edition on Succession featuring Farhad Forbes, global chair of the Family Business Network (headquartered in Lusanne Switzerland and Co-chariman of engineering company Forbes Marshall.

    SHOW NOTES

    • (00:00) Stories Of The Day
    • (01:00) Stock markets brace, search for new triggers
    • (05:33) Pump prices may not drop for some time despite crude oil staying low.
    • (08:29) India’s expanding market for healthcare, from home testing equipment to diagnoistics and hospital care. 
    • (12:53) Why the Anglo-Saxon model of business schools runs counter to India’s family-run business ethic.
    • (20:06) Fidelity marks down Twitter investment by 72%

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    The Core Report Special Edition ft Farhad Forbes

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    23 min
  • #186 Optimism With Caution, The 2024 Business And Markets Outlook

    On today’s episode, financial journalist Govindraj Ethiraj talks to economic writer, veteran journalist and author Shankkar Aiyyar and we also feature an excerpt from a past Core Report Weekend Edition featuring the recently appointed Chairman of the new Finance Commission Arvind Panagariya.

    SHOW NOTES

    • (00:00) Stories Of The Day
    • (01:10) Optimism with caution, the 2024 business and markets outlook.
    • (07:10) How will the rupee move in 2024. Hint, not much. 
    • (11:29) How the White House is the world’s largest oil trader.
    • (12:46) Free market liberal Arvind Panagariya takes over as Chairman of Finance Commission

    For more of our coverage check out thecore.in

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    29 min
  • #185 Family Business And Succession with Farhad Forbes, Co-Chairman, Forbes Marshall

    On This Special Edition of the Core Report this week, we take a look at family businesses and succession. Many Indian conglomerates next year will witness transitions in leadership as business tycoons near their 70s and 80s. Farhad Forbes, Co-Chairman of Forbes Marshall, discusses business dynamics in the face of changing leadership with Financial Journalist Govindraj Ethiraj. Who is suited to lead organizations built on the toil of first-gen leaders? Have traditional value systems, prioritizing the male heir, changed? Tune in for more. 

    Apart from being the Co-Chairman of Forbes Marshall, Farhad Forbes is also the global Chair of Family Business Network International (FBN), and the first non-European to be elected to the position. Farhad Forbes represents the 2nd Generation of Forbes Marshall, responsible for the Industrial Process Automation and Control Group of the Company. He has been in the company since 1982. Forbes Marshall is one of India’s leading companies in the fields of Steam Engineering, Energy Conservation, Utilities Management, and Industrial Process Automation and Control. It employs over 1100 people and has Joint Ventures and alliances in Germany, the United Kingdom, Belgium and Japan.


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    36 min
  • #184 Tech A Mainstay In Consumer Behaviour In 2023: Tony Saldanha

    There’s a lot of curiosity in terms the way business is done, and how companies more importantly, can use artificial intelligence. But first, the more important thing to understand is consumer behaviour. And how is the relationship between businesses and the consumer, whether it's in products or services, or elsewhere changing and what will 2024 hold for this relationship. On this Core Report Special Edition, Tony Saldanha joins Govindraj Ethiraj to discuss trends that will shape how business will be done in 2024. Tony is a best selling author, board advisor, fortune 100, company consultant, who has worked in many places, but key amongst them being a 27 year career at Procter and Gamble.


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    29 min
  • #183 The Roadmap From COP28 To A Greener Future with Dr. Mekala Krishnan

    On this edition of The Core Report, finance journalist Govindraj Ethiraj is in conversation with Dr. Mekala Krishnan, partner with the McKinsey Global Institute. She discusses the key takeaways from COP 28 and delves into the challenges and opportunities of the global climate transition, emphasizing the need for a just transition away from fossil fuels. She also talks about the engagement of the private sector in linking climate action to core business value creation. The conversation provides valuable insights into the complexities and pivotal factors shaping our journey toward a sustainable and resilient future.

    Dr. Mekala Krishnan is a partner at the McKinsey Global Institute (MGI), McKinsey’s business and economics research arm. Her research focuses on topics related to sustainable and inclusive growth, including climate risk and the net-zero transition, globalisation, productivity growth, and gender economics. Her most recent research focuses on the net-zero transition, adaptation and physical climate risk across sectors and geographies, including its implications for companies and countries. She has authored numerous articles and her work has been cited in leading business publications, including The Financial Times, The Wall Street Journal, The Economist, and Harvard Business Review.


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    30 min
  • #182 Marketing & Advertising Trends in 2024 with Dheeraj Sinha

    On this edition of The Core Report, we discover probable trends that form the basis for advertising and marketing communications in the year 2024. What is the dominant narrative that has been the mainstay for all the messaging in ads? If you think hard enough, you’ll realise its reward. Indian consumers love to be sold things which help them believe they’re leading an ‘upgraded’ life, according to Dheeraj Sinha Group CEO- India and South Asia, FCB. Tune in as Sinha breaks down the nature of the Indian maket and its people, whose spending capacity is seeing a phenomenal rise. How does the Indian market landscape compare to that of the west? We are a market of relevance, unlike the West which thrives on differentiation.

    Before joining FCB, Dheeraj previously served as CEO of Leo Burnett South Asia and chairman of BBH India. He left business transformation across Leo Burnett,  Leo Burnett Orchard, BBH, Publicis Business and Publicis Health.

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    32 min

About The Core Report

From the publisher's feed

Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology

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