The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of FADA (Federation of Automobile Dealers Association) as well as economist Dr Brinda Jagirdar.

SHOW NOTES

• [00:00] Stories Of The Day
• [01:00] Rating agency Fitch upgrades India GDP target to 6.2%, Indian stockmarkets hit 2-week high
• [07:37] Indians are buying fewer entry level cars leading to massive inventory buildups among dealers
• [16:05] The Rs 200,000 crore subsidy bill for food grain, how will the Government foot it?
• [23:15] Delhi Air Quality Stays Severe, Govt now to go for odd-even day car scheme
• [24:43] Emirates wants to convert passenger aircraft to cargo on strong cargo demand

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On today’s episode, financial journalist Govindraj Ethiraj talks to Arunabha Ghosh, CEO of the Council for Energy, Environment and Water or CEEW as well as cricket writer and sports commentator Ayaz Memon.

SHOW NOTES

• [00:00] Stories Of the Day 
• [01:00] Risk premiums on crude oil are receding sharply a month after Hamas attack on Israel.
• [04:46] India’s Prime Minister sets a poverty benchmark by giving 800 million poor Indians free ration. 
• [08:28] Air pollution cripples Delhi, even as responses are too feeble and too late.
• [10:50] India Inc needs to get more active in communities and business plans in climate change efforts.
• [20:28] Pitch report, lessons for The Core Report audience from the World Cup series so far, with Ayaz Memon

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Listen to Satish Pai, MD of Hindalco Industries, in conversation with Financial Journalist Govindraj Ethiraj as he breaks down how ‘Industry 4.0’ is aiding manufacturing businesses in evading unplanned downtime. Tune in to the conversation to gain insight into the recyclable nature of aluminum, India’s contribution to cater to the demand driven by the ‘China plus one strategy’, and more.

Mr. Satish Pai is the Managing Director of Hindalco Industries. He took over as the CEO of Hindalco's Aluminium Business in August 2013.

Mr. Pai was the driving force behind three mega greenfield projects that established Hindalco as among the biggest producers of primary aluminum in Asia. He is also on the Board of Hindalco subsidiary - Novelis - the world's largest aluminum rolling and recycling company.

In February 2014, he was appointed as the Deputy Managing Director of the company and was also entrusted with Hindalco's copper business.

Mr. Pai became the Managing Director of Hindalco in August 2016, where he oversees the Indian metals business and guides Novelis' operations globally.

Before joining the Aditya Birla Group, Mr. Pai worked with Schlumberger, based out of Paris. Throughout his 28-year career with the MNC, he held important positions and was responsible for Schlumberger operations globally.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Harsh Binani, co founder of SmartWorks, one of India’s largest managed workspace platform for enterprises.

SHOW NOTES

• [00:00] Stories Of The Day
• [00:51] US Federal Reserve saves the day, Indian markets rise after two losing sessions.
• [02:33] Abu Dhabi may bring in $50 billion of investments into India.
• [04:00] Biggest ever IPO rush as companies hope to benefit from strong market.
• [07:08] WeWork is set to declare bankruptcy, how is India’s shared office space business stacking up

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On today’s episode, financial journalist Govindraj Ethiraj talks to Prithviraj Kothari, president of the India Bullion and Jewellers Association as well as Piyush Tewari, Founder and CEO of SaveLife Foundation (an organisation which works in road safety, both in policy support as well as illustrative ground interventions in crash prevention and post crash response).

SHOW NOTES

• [00:00] Stories Of The Day 
• [01:00] India’s goods & service tax or GST Collections are at second highest level seen so far, touch Rs 172,000 crore
• [05:38] Unemployment rate jumps to 10.5%, says CMIE
• [07:12] Highest customs rate in history on gold bullion lead to Rs 10 lakh per kg difference in prices between international and domestic
• [14:58] India recorded the highest number of road fatalities at over 168,000 last year. Why is this happening despite new vehicles and roads

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On today’s episode, financial journalist Govindraj Ethiraj talks to Vivek Rathi, Director, Research at Knight Frank.

SHOW NOTES

• [00:00] Stories Of The Day 
• [00:55] India’s 2nd Quarter GDP will surprise on the upside, says RBI Governor.
• [04:06] Foreign portfolio investors are selling Asia outside of China too.
• [07:15] Mumbai hits an all time record for October home sales, outlook still strong. 
• [15:59] Comparing banks to tech companies is demeaning; Citi India Chief
• [17:33] Thailand throws open borders for Indian tourists, offers free visas.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Tushar Jani (in an excerpt from the weekend edition), founder of Blue Dart Express Ltd and Blue Dart Aviation and currently Chairman of Cargo Service Centre (CSC) India.

SHOW NOTES

• [00:00] Stories Of The Day
• [01:05] Markets adapt to Israel invasion and bet on limited impact. Oil below $88 a barrel and stocks are up
• [02:39] Foreign portfolio investor Chris Wood of Jeffries says Indian markets could take a 25% knock if the Modi Govt did not return in the next elections
• [05:16] Air freight capacity of India grows to accomodate increasing high value cargo
• [08:17] As wealth grows, so must desire to protect it. Indians are buying locks worth Rs 22,000 each
• [10:42] Tech giants are making a come back

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On today’s episode, financial journalist Govindraj Ethiraj talks to Economic journalist and author Shankkar Aiyar.
 
SHOW NOTES

• [00:00] Stories Of The Day
• [01:00] Israel’s ground invasion of Gaza begins, markets wait for cues from the Middle East.
• [07:42] Luxury home sales are on the tear, double in many cities in last 9 months
• [09:15] Governments have figured 7,000 new ways of targeting voters, central and state. 
• [17:08] In what must be a new record for a bribe, an aviation regulator is accused of taking an aircraft for one .
• [19:46] Mumbai bids a goodbye to its iconic Premier Padmini yellow and black taxi.

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On this episode, financial journalist Govindraj Ethiraj talks to Tushar Jani, business entrepreneur, investor, philanthropist and the founder of Blue Dart Express Ltd and Blue Dart Aviation, Swift Freight and Express Industry Council of India (a courier and express cargo business association of all Indian companies) and currently Chairman of Cargo Service Centre (CSC) India.

Tushar Jani has been responsible for the creation of domestic courier terminals at the airports of Mumbai, Delhi, Kolkata and Chennai, and international courier terminals at Mumbai and Delhi airports of India.

In this conversation you will gain insight into the state of Indian freight and cargo and its inner workings.

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On today’s episode, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambarish Baliga as well as Madan Sabnavis, Chief Economist, Bank of Baroda.

SHOW NOTES

• [00:00] Stories Of The Day
• [01:00] Indian markets face worst brunt of middle east tensions, strong US treasuries, fall again. 
• [08:28] Post pandemic sales spikes in durables and consumer products thanks to pent-up demand are finally fading. What’s Next?
• [20:04] Now, it's the turn of onion prices to shoot up. 
• [22:17] Daal fry diplomacy might work as India ramps up imports of lentils from Canada
• [25:10] AI and ChatGPT are really cool but they are also really expensive to install.

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