The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Dr Arunabha Ghosh, CEO of the Council for Energy, Environment and Water as well as well known fundamental investor (and member of the BSE) Ramesh Damani. 

SHOW NOTES

• (00:00) Stories Of The Day
• (01:10) India’s GDP comes in at a surprise 7.6% for the second quarter.
• (03:29) World markets have had the best month in 3 years while Tata Technologies IPO makes a triple jump on debut.
• (06:01) COP28, India wants a road map on climate finance in Dubai.
• (12:19) Charlie Munger; The Ramesh Damani Interview
• (29:09) Singapore is more expensive to live in than New York

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On today’s episode, financial journalist Govindraj Ethiraj talks to veteran market analyst and investor G. Chokkalingam of Mumbai-based Equinomics Research as well as Kapil Kaul, CEO of CAPA India.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) BSE listed firms cross $4 trillion in market capitalisation
• (10:20) Gold prices hit new high, oil soars ahead of OPEC meet, COP 28 starts today.
• (11:49) Legendary investor Charlie Munger of Berkshire Hathway dies at 99.
• (18:15) 155 million passengers will fly India’s domestic airlines this year as airlines fight to increase capacity.
• (27:16) Walmart’s US imports from India went from 2% to 25% in 5 years.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Sydney-based Peter McGuire, CEO of XM.com, an Australian markets research and forex trading firm as well as Manish Raj Singhania, President of the Federation of Automobile Dealers Associations (FADA). 
 
SHOW NOTES

• (00:00) Stories Of The Day
• (00:05) Adani stocks zoom on likely clean chit from courts in Hindenberg case.
• (03:10) Indian Rupee among best performing currencies in the world this year.
• (12:04) Indian auto sales hit record festival highs, poll bound states do even better.
• (19:15) Independent directors come under fire as Raymond family members enter into dispute.

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On today’s episode, financial journalist Govindraj Ethiraj talks about the latest in Oil & Gas, India’s GDP, the stock market, travel & tourism, along with an excerpt from the recent Weekend Edition interview with tax expert Dinesh Kanabar, CEO of Dhruva Advisors.

SHOW NOTES

• (00:00) A Small Appeal
• (00:42) Stories Of The Day
• (01:40) S&P hikes GDP projections for India from 6% to 6.4%, cuts back for next year.
• (05:28) Oil & Gas companies spend only 2.5% of their investments on clean energy
• (08:42) Can you think like the tax man and anticipate surprises? Insights from a veteran tax expert.
• (13:00) Indians get red carpet in south east Asia, Malaysia offers visa free too.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Ajit Velonie, Senior Director at CRISIL Ratings as well as Sanjog Gupta, CEO of Disney-Star Sports in India.

SHOW NOTES

• (00:00) Stories Of The Day
• (01:00) Industrial stocks in India record $125 billion rally, outpace consumption ones.
• (07:53) Bank lending to NBFCS jumps dramatically 3 times to Rs 14,00,000 crore in 5 years with Ajit Velonie
• (17:52) Massive spikes in new credit cards issued and spends in recent months
• (18:54) More people are watching satellite television, decoding the World Cup numbers with Sanjog Gupta
• (27:41) Indian students overtake Chinese in Germany, now at around 42,000.

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Taxation is an important component to consider while doing business. Is manufacturing attractive in India? What happens when the duty on the components of a product being manufactured is higher than the final product? More than Tariffs, the issue of  price competition is the need of the hour, according to Dinesh Kanabar, CEO of Dhruva Advisors, our guest on the The Core Report, Weekend Edition.  

Dinesh Kanabar, winner of “Asia Tax Practice Leader of the Year- 2020“, is a stalwart in the industry and has over the decades been recognised by his peers as amongst the top tax advisors in India. His ability to relate business strategies of clients to the tax and regulatory environment has been recognised as unique and has played a critical role in developing solutions for clients.

Prior to founding Dhruva, he held a series of leadership positions across several large professional service organisations in India. He was the Deputy CEO of KPMG India, Chairman of KPMG’s tax practice, Deputy CEO of RSM & Co and Head – Tax and Regulatory at PricewaterhouseCoopers (PWC)

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On today’s episode, financial journalist Govindraj Ethiraj talks to ICICI Securities equity strategist Vinod Karki, Bimal Kothari, Chairman of the Indian Pulses and Grains Association as well as Apar Gupta, advocate on technology law and columnist in Indian Express.

SHOW NOTES

• (00:00) Stories Of The Day
• (02:33) Foreign portfolio investment levels in India hit a 10 year low with Vinod Karki
• (08:46) Real estate investors in IT Hubs in Hyderabad or Bangalore made a killing in last 3 years.
• (10:34) How prices of tur dal at home could depend on the outcome of a sinister battle with an African nation with Bimal Kothari
• (19:14) Deep-fake regulation is on the way, what will it involve? with Apar Gupta
• (27:33) Record 518 million viewers watched world cricket over 48 matches.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Tamal Bandyopadhyay, consulting editor to Business Standard, veteran banking journalist and author of several banking related books, as well as veteran oil analyst Vandana Hari, Founder & CEO of Vanda Insights, a Singapore-based provider of intelligence on global energy markets.

SHOW NOTES

• (00:00) Stories Of The Day
• (03:07) RBI Governor brings up systemic risk again, says non bank finance companies must reduce dependence on banks.
• (10:38) Oil prices are weak but could sustained supply cuts push them up again ? 
• (19:32) Sam Altman returns to OpenAI in a 5-day drama script out of Netflix.
• (21:26) Binance CEO pleads guilty, second biggest crypto star charged with fraud.
• (22:54) Healthcare advertisements ranked highest in misrepresenting claims, study shows.
• (24:08) At 725,000, Indians are 3rd largest illegal immigrants in the US

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On today’s episode, financial journalist Govindraj Ethiraj talks to Jaspreet Bindra, founder of Tech Whisperer Ltd and consultant and speaker on AI implementation in enterprises. We also feature an excerpt from the recent Core Report: Weekend Edition featuring Dr Ajay Sahai, Director General & CEO of the Federation of Indian Export Organisations (FIEO).

SHOW NOTES

• [00:00] Stories Of The Day
• [01:00] Strong jewellery demand drives Titan stock to all time high.
• [06:44] Amazon says it will export $20 billion via ecommerce sales from India
• [12:14] The Bay Area drama, will Sam Altman return to OpenAI. Whats at staker?
• [20:15] And now, an ETF fund that tracks weight loss drug companies like Ozempic.
• [21:25] Satellite internet is one step closer to launching in India

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On today’s episode, financial journalist Govindraj Ethiraj talks to Vivek Iyer, Partner & National Leader for Financial Services Risk at audit firm Grant Thornton, as well as cricket commentator and writer Ayaz Memon.

 
SHOW NOTES

• [00:00] Stories Of The Day
• [02:48] India GDP growth will slow with general elections next year before accelerating again, says Goldman Sachs. 
• [05:51] Small loans rise as does indebtedness
• [14:14] Sam Altman joins Microsoft, will that make AI safer?
• [17:15] Air traffic hits a fresh record high
• [19:15] Australia took the World Cup for the 6th time, lessons for India

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