The Core Report

By The CoreNews Business News

The Core Report episodes

October 14, 2023 #122 Moving Toward Multipolarity: In Conversation With Jacob L. Shapiro
On this episode, financial journalist Govindraj Ethiraj talks to Jacob L. Shapiro, Partner & Director of Geopolitical Analysis, Cognitive Investments (CI). He works with the CI research team to integrate geopolitics into CI’s investment strategies. He also authors the “Global Situation Report,” a weekly intelligence brief on the world’s most important developments.
Jacob hosts CI's podcast series, "Cognitive Dissidents," which features interviews with a diverse array of foreign policy, technology, and global business experts. Jacob is a prolific writer and frequent keynote speaker at conferences and events.
In this conversation you'll learn about the relation between geopolitics and investments, places in the world showing the most exciting opportunities, and the implications of history on the movement of capital.
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34 min
October 13, 2023#121 Falling Food Prices Bring Down Inflation Sharply To 5.02%
On today’s episode, financial journalist Govindraj Ethiraj talks to Rahul Jain, Vice President at Dolat Capital & IT analyst as well as Nita Kapoor, CEO of The International Spirits & Wines Association of India (ISWAI).

SHOW NOTES
[00:00] Stories Of The Day
[01:00] Falling food prices bring down Inflation sharply to 5.02%.
[03:01] Israel-Hamas war toll crosses 2,600. Indian markets pause again, oil steady, US treasury yields rise.
[05:11] IT Companies start reporting expectedly weaker results, streets still disappointed.
[14:08] Jindal Bids For Go Air. Do conglomerates have a better chance at running airlines?
[25:43] Most Indians like watching movies in theatres for the big screen experience and first day first show experience, says Survey.
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29 min
October 12, 2023#120 Monsoon Recovery Pushes Up Demand For FMCG, Stores Gear For Festival Rush
On today’s episode, financial journalist Govindraj Ethiraj talks to Dhirendra Kumar, Founder and CEO of Value Research as well as Akshay DSouza, chief of growth and insights at Bizom.
SHOW NOTES
[00:00] Stories Of The Day
[00:50] Indian markets hold gains, oil falls and markets rise
[12:25] Rice and now sugar, all head for more fresh export controls
[13:55] Ambani scion meets unexpected institutional (advisory) voter resistance for board seat
[18:51] Monsoon recovery pushes up demand for fast moving consumer goods, stores gear for festival rush
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28 min
October 11, 2023#119 The IMF Has Raised FY24 India Growth Projection To 6.3%
On today’s episode, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, vice president commercial at PharmaRack. We also feature an excerpt from our Weekend Edition featuring Anshuman Magazine, Chairman & CEO of India, South East Asia, Middle East, and Africa at CBRE.

SHOW NOTES
[00:00] Stories Of The Day
[00:50] Israel-Hamas war escalates, markets stable for now.
[02:31] The IMF has raised FY24 India growth projection to 6.3 per cent
[06:58] Sales of anti-infective drugs reveal fresh weather led disease patterns.
[15:51] Stockholm to ban petrol and diesel cars in city centre
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18 min
October 10, 2023#118 World Markets Take A Hit On Israel-Hamas War
On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of FADA (and also the Managing Partner of Ralas Motors based out of Raipur, Chhattisgarh) as well as Pankaj Mohindroo, Chairman of the Indian Cellular and Electronics Association.
SHOW NOTES
[00:00] Stories Of The Day
[00:50] World markets take a hit on Israel-Hamas war, oil holds at $87 a barrel.
[05:27] No supply chain issues, wait times down, Indian auto industry now in full demand mode.
[15:07] Cellular phone exports rise sharply, target $17 billion by end of year.
[21:25] Nobel Prize for Economics Goes To Professor Goldin for gender disparities at work and pay.
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24 min
October 09, 2023#117 Markets Brace For Middle East Tension Impact
On today’s episode, financial journalist Govindraj Ethiraj talks to economist Brinda Jagirdar, economic affairs writer and columnist Shankkar Aiyar as well as Karan Taurani, media analyst and Senior VP at Mumbai-based Elara Capital.

SHOW NOTES
[00:00] Stories Of The Day
[00:50] Markets brace for middle east tension impact, second quarter results
[04:44] Credit policy held interest rates for now, what is the RBI’s strategy? with economist Brinda Jagirdar
[09:05] The Bihar Caste Survey, What Is the economic impact, with Shankkar Aiyar
[15:34] The Real World Cup Numbers, what’s different from more and how are we measuring better, with Karan Taurani of Elara Capital
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29 min
October 07, 2023 #116 “India: No.1 Offshoring Destination for the US”: Anshuman Magazine
On this episode, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO - India, South East Asia, Middle East, and Africa, CBRE. Based in New Delhi, he oversees operations for 19 countries and over 50 offices and affiliates across these geographies. He has been involved in some of the largest advisory assignments including a disinvestment exercise for a portfolio of 26 Government-owned hospitality assets, privatization of airports and various other infrastructure projects.
Globally, he has played a prime role in assisting a large number of multinational corporations in establishing and successfully running their India operations. He has also advised various international real estate financial institutions and private equity funds on investments in the realty sector in the region. He has also advised various international real estate financial institutions and private equity funds on investments in the real estate sector in the region.
In this conversation you'll gain perspective on commercial real estate trends and the scale of various aspects of the real estate sector in India.
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26 min
October 06, 2023#115 Goldman Sachs Takes A Pause On Indian Stocks
On today’s episode, financial journalist Govindraj Ethiraj talks to Jehangir B Gai, well known consumer rights activist and lawyer as well as Ayaz Memon, renowned cricket and sports writer as well as commentator.
SHOW NOTES
[00:00] Stories Of The Day
[00:50] Goldman Sachs takes a pause on Indian stocks even as markets rise on falling oil prices.
[04:14] Indian IT companies are facing a washout year, says JP Morgan after last week’s broad bullishness.
[05:43] More Indians are taking health insurance companies to court and winning.
[14:13] Its the World Cup and its worth over $2.5 billion!
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26 min
October 05, 2023#114 Global Markets Are In Turmoil As Interest Rates Head Higher
On today’s episode, financial journalist Govindraj Ethiraj talks to Shriram Subramanian, founder of InGovern Research services (an institutional investor advisory based out of Bangalore) as well as Vivek Rathi, Director of Research at Knight Frank India.
SHOW NOTES
[00:00] Stories Of The Day
[00:50] Global markets are in turmoil as interest rates head higher, oil prices begin to fall.
[04:31] Why are more directors quitting or rather fleeing from boards of startups?
[12:20] Low income real estate buyers drop off the market as interest rates and inflation bites.
[21:29] The most spirited stock on Indian markets. Explanation coming up.
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25 min
October 04, 2023#113 World Bank Raises India Inflation Projection To 5.9%
On today’s episode, financial journalist Govindraj Ethiraj talks to Saif Rahiman Mukadam, Research Analyst at ICICI Securities as well as Anuj Gupta, Head of Commodities and Currencies at HDFC Securities.

SHOW NOTES
[00:00] Stories Of The Day
[01:00] World Bank raises India inflation projection to 5.9%
[04:35] Gold & silver prices fall to 7 month lows.
[08:37] The Dollar Gets Stronger By The Day, How Long Will It Hold?
[14:32] Vedanta puts a full page ad in a mainline newspaper for a shareholder communication.
[18:13] Indonesia’s Bullet Train Goes On Rails.
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22 min