The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist and Head of Research at ICRA Ratings as well as Sheetal Sapale, Vice President at tracking and analysis firm Pharmarack.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) High food prices take inflation up to 5.6%
• (08:19) Anti-obesity drugs to rising online sales, the big pharma trends of 2023
• (18:12) SpiceJet to raise over Rs 2,000 crore, lives to fight another day.
• (19:01) Steve Jobs’ favourite Gorilla Glass comes to India

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On today’s episode, financial journalist Govindraj Ethiraj talks to Viktor Katona, lead crude analyst at Vienna-headquartered energy research firm Kpler as well as Rahil Shaikh, Managing Director of MEIR Commodities, a sugar trading company. 

SHOW NOTES

• (00:00) Stories Of The Day
• (01:19) Sensex hits 70,000 as markets pause for breath.
• (02:15) Oil continues to trade weak as demand signals stutter.
• (07:55) Government’s move to ban use of sugarcane juice for ethanol could add a month’s additional sugar stock.
• (16:07) India’s alcohol market is growing and Coca Cola finds a way in.
• (18:03) India’s travel and tourism sector to grow a healthy 12% says Crisil
• (19:53) Australia starts to cut back on record high migration.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Kapil Kaul, CEO of aviation research and consulting body CAPA India. 

SHOW NOTES

• (00:00) Stories Of The Day
• (01:29) Foreign investors reverse course, pump over Rs 25,000 crore in December alone.
• (07:02) With just 16 million Indians travelling overseas, growth opportunity is huge, says research body CAPA.
• (13:41) Govt should not dilute Make In India policy, says industry body’s EV committe head.
• (16:40) Record visas for Indians to United States, immigrants leave Canada on high costs and Australia triples feees for foreign investors buying existing homes.
• (18:54) World’s richest families are $1.5 trillion richer in 2023.
• (19:40) The era of expensive and overpriced Rolexes are over.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Vivek Kumar, economist at Mumbai-based QuantEco Research. 

SHOW NOTES

• (00:00) Stories Of The Day
• (01:23) Nifty powers ahead of 21,000, Sensex close to 70,000.
• (02:48) RBI leaves rates unchanged, raises GDP projection to 7%.
• (16:57) China sees biggest institutional investor outflow since 2001.
• (19:41) Apple hits the gas pedal on India production again.
• (20:58) Onion exports curtailed, wheat reserves fall.

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On this rebroadcast of the Core Report Weekend Edition, financial journalist Govindraj Ethiraj talks to Economist Arvind Panagariya. He is the Jagdish Bhagwati Professor of Indian Political Economy at Columbia University and is also the Director of Deepak and Neera Raj Center on Indian Economic Policies at School of International and Public Affairs at Columbia University in New York City. He served as first vice-chairman of the government of India think-tank NITI Aayog between January 2015 and August 2017.

Professor Panagariya is a former Chief Economist of the Asian Development Bank and was on the faculty of the Department of Economics at the University of Maryland at College Park from 1978 to 2003. During these years, he also worked with the World Bank, IMF and UNCTAD in various capacities. Professor Panagariya has authored more than fifteen books. His book India: The Emerging Giant (2008, OUP, New York) was listed as a top pick of 2008 by The Economist and described as the “definitive book on the Indian economy” by Fareed Zakaria of the CNN. The Economist has described his book, Why Growth Matters, (with Jagdish Bhagwati) as “a manifesto for policymakers and analysts.”

In this conversation you will learn about the significance of exports in global trade, how exports influence economic growth, how Indian real estate laws restrict growth, who Harish Ahuja is, why businesses should focus more on non-tech related sectors and more.

Connecting the Dots with Professor Arvind Panagariya on Youtube

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On today’s episode, financial journalist Govindraj Ethiraj talks to Surendra Mehta, secretary general of the more than a century old India Bullion & Jewellers Association.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:10) Markets hit fresh highs
• (04:52) Oil falls to 5 month low despite threats of supply cuts
• (06:48) Gold delivers sound returns to investors, will it stay?
• (13:27) A 58% jump in onion prices pushes up thali costs for Indians
• (14:48) Airline industry revenues expected to touch record $964 billion in 2024 with record passengers

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On today’s episode, financial journalist Govindraj Ethiraj talks to  Uday Bhaskar, Director General of the Hyderabad-based Pharmaceutical Exports Council of India or Pharmaxecil as well as Ashish Pherwani, Partner and Media and Entertainment Lead at Ernst & Young. 

SHOW NOTES

• (00:00) Stories Of The Day
• (01:10) Stock Markets continue to hit record highs on political continuity. S&P booster for India. 
• (07:39) Moody’s downgrades China
• (08:31) Global CO2 emissions from burning fossil fuels set to hit  record high.
• (09:42) November sees highest pharmaceutical exports on surging demand from US, Europe.  
• (16:06) Digital powers music to a Rs 12,000 crore industry and growing, says EY report.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Somasekhar Vemuri, Senior Director at CRISIL Ratings.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:19) Stock markets hit record highs on BJP’s election wins, anticipation of lower Govt spending on populist schemes
• (06:27) And The Core Report’s new energy segment in partnership with the IndiaEnergyWeek kicks off today
• (07:37) Extreme weather and rains force halt in iPhone manufacturing plants in Chennai.
• (10:16) Amazon delivers more parcels than delivery giants Fedex or UPS.
• (11:06) More Indians are moving to financial assets, bond markets expected to triple in size in next 6 years.

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On today’s episode, financial journalist Govindraj Ethiraj brings you the latest headlines in business and manufacturing. We also feature an excerpt from the recent weekend edition interview featuring Jyoti Mayal, President of the Travel Agents Association of India. 

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Stock Markets look set to continue solid run on election results, global equities surge
• (06:18) Private consumption will drive India’s economy but it has to free itself of loans first
• (10:44) Hybrid cars are overtaking EV sales in India and elsewhere
• (15:37) Indians are spending more overseas, including through longer stays but the Government is wary

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What are some of the emerging trends for travel within and outside India? For Indians, the ambitions seem to be sky-high. 86% of Indian travelers plan to take the same number, if not more, trips abroad in 2024 compared to 2023, according to a Sky Scanner report.

While making a point about the resurgence of travel during the pandemic, Jyoti Mayl, President of the Travel Agents Association of India (TAAI), says she could never associate travel with revenge. And would like to replace the terminology “revenge travel” with “reconnect travel.” She says in 2023, sustainable tourism was on people’s minds. The way we travel has altered significantly with ‘experiential travel’ coming in a big way coupled with wellness retreats and longer stays. Tourists are also turning toward AI tools to guide them in spotting holiday destinations, planning activities, and drafting itineraries to make the most of their stay. 

Jyoti Mayal, the erstwhile Director of New Airways Travels, was elected as the President of the Travel Agents Association of India for the period 2019-2021. 

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