The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Vijay Setia, former President of the All India Rice Exporters Federation and also Chairman and Managing Director of Chaman Lal Setia Exports (makers of the well known Maharani Basmati Rice brand) as well as Siraj Hussain, former Agriculture Secretary to the Government of India and frequent columnist on agricultural and food production issues.
 
SHOW NOTES

• 00:00 Stories Of The Day
• 00:50 Unemployment rate in the country drops to 1-year low in September.
• 06:38 India’s Rice Export Ban draws WTO ire, Indian exports are holding out.
• 17:05 India swings between excess and scarcity on food produce, are there lessons from the past ?
• 26:38 Google Chromebooks to be made in India by HP now

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On today’s episode, financial journalist Govindraj Ethiraj talks to Nir Linchevski, a 20-year veteran of Israel’s VC/PE ecosystem and Managing Partner at Israel Secondary Funds which manages over half a billion dollars across three funds.
 
SHOW NOTES

• [00:00] Stories Of The Day
• [01:00] GST collections steady around 162,000 crore.
• [02:14] Jet fuel and commercial LPG prices increase, will other hikes follow?
• [04:05] Maruti hits record sales in September, Vedanta to split into 6
• [06:13] Markets
• [07:54] Why tech startup investment in Israel is falling? with Nir Linchevski
• [15:58] Decoding Macro Signals with DK Joshi (A Weekend Edition Excerpt)
• [18:40] Alcohol or not? CEO's Diet with Dr. Nandita Iyer - Article link

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On this episode, financial journalist Govindraj Ethiraj talks to Dharmakirti Joshi, Chief Economist at CRISIL. With over 30 years experience in economic research and consultancy, Mr Joshi's career began in NCAER where he spent 11 years. He then moved on to senior positions in Central Electricity Regulatory Commission, New Delhi and currently CRISIL (An S&P Global Company).He has extensive experience in macroeconomic analysis, medium term assessment of Indian economy and forecasting as well as in public finance issues at the central and state levels. He has been a consultant to the state governments on fiscal issues.

At CRISIL he has been involved in consulting assignments which cover demand forecasting and assessing the macro economic scenario and its implication for the corporate clients. He has also been involved in analysing and monitoring the impact of macro economic shocks on the economy. He has been a part of the faculty that trains senior regulatory officials from the South Asia region. He is also the co-chairman of Economic Affairs Committee of Bombay Chamber of Commerce. He often writes for leading newspapers and expresses his views on the economy on TV and in various other online and offline forums.

In this conversation you'll learn of identifiable Marco Signals which can be analysed to extrapolate predictions on the direction of the economy.

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On today’s episode, financial journalist Govindraj Ethiraj talks to ndirect tax expert Rohit Jain, Partner at the Mumbai headquartered Economic Laws Practice or ELP as well as Atul Chaturvedi, Chairman of Sri Renuka Sugars.

SHOW NOTES

• [00:00] Stories Of The Day 
• [03:08] India’s housing markets continue to boom even as stock markets turn weak. 
• [05:09] More and more GST inspectors are landing up at businesses and factories. Who is at fault ? With Rohit Jain, ELP
• [13:46] Sugar stocks and prices rise as companies position themselves as energy companies. With Atul Chaturvedi of Renuka Sugars
• [21:35] Indian roads are best for, destructive testing
• [23:08] Asian Paints co-founder Ashwin Dani passes

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On today’s episode, financial journalist Govindraj Ethiraj talks to Sanjay Agarwal, President of the 56 year old Electronics Industry Association of India (ELCINA) and also managing director of Globe Capacitors.
 
SHOW NOTES

• [00:00] Stories Of The Day
• [01:00] Nomura upgrades India to overweight from Neutral, markets look up
• [02:34] 100 Bagger Stocks In Indian Markets Are Mostly Manufacturing Companies
• [07:45] No Import licenses for laptops, but import management system, what’s really changed? 
• [18:04] Akasa Air PIlots Can be Sued But Should The Airline Do So?
• [20:33] Google is 25 years old. Lessons for longevity.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for Forex and Interest Rates for Kotak Securities as well as Girish Vanvari of Transaction Square, a tax regulatory and business advisory firm.
 
SHOW NOTES

• [00:00] Stories Of The Day
• [00:50] What Jamie Dimon Said But Did Not Make Headlines
• [03:58] The dollar is at its strongest in 2023 and the Rupee is fighting back.
• [08:46] Massive GST notices are being thrown at gambling/gaming companies. Is the law on course?
• [19:32] New disclosure guidelines for unicorns are likely

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On today’s episode, financial journalist Govindraj Ethiraj talks to Namrata Mittal, Economist at SBI Mutual Fund.
 
SHOW NOTES

• [00:00] Stories Of The Day
• [01:00] Markets And The Rupee
• [01:37] Forget the sundowner. The National Stock Exchange wants to start derivatives trading between 6 and 9 pm.
• [04:22] Foreign funds will flow into Indian Government bonds but that comes with some additional scrutiny.
• [16:46] India is waiting for Tesla’s car factory but then so are several other countries.
• [22:06] And hmm..where in India you should really buy your booze.
• [23:37] Late night talk shows in America might return as the Hollywood writers strike could end

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On today’s episode, financial journalist Govindraj Ethiraj talks to Journalist and columnist on trade issues Shankkar Aiyyar. We've also featured an excerpt from Episode #104 featuring Louis-Vincent Gave, founding partner and CEO of Gavekal, one of the world's leading providers of investment research.
 
SHOW NOTES

• [00:00] Stories Of The Day
• [00:46] India’s stocks are down but there is good news on bonds
• [05:39] The World Trade Organisation lumps India with an unusual trading bloc
• [13:01] Murdoch steps down from NewsCorp and the media assets he sold to Disney are on sale.
• [16:45] Factories are leaving China but which ones?

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On this episode, financial journalist Govindraj Ethiraj talks to Louis-Vincent Gave, founding partner and CEO of Gavekal, one of the world's leading providers of investment research, providing insights on the global macroeconomy and markets, and on China's economy and companies. In 1998, Louis launched Gavekal with his father Charles and Anatole Kaletsky. At the time, Asia was set to become an ever more important factor in global growth, so Gavekal was set up to offer its clients more information, and more ideas, relating to Asia.

Louis has written seven books, the latest being Avoiding the Punch: Investing in Uncertain Times which reviews how to build a portfolio at a time of rising geostrategic strife, and when very low interest rates and stretched valuations on most assets announce constrained returns on most assets over the next decade.

In this conversation you learn about the state of China's exports, how the Russia-Ukraine War catalyzed de-dollarization, the impact of green energy on western economies, how the markets view India and more.

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On today’s episode, financial journalist Govindraj Ethiraj talks to aviation columnist Anjuli Bhargava, Chief Economist at Bank of Baroda Research Madan Sabnavis, as well as well known economics journalist, international trade commentator and columnist Shankkar Aiyar.
 
SHOW NOTES

• [00:00] Stories Of the Day
• [01:00] The Sensex falls as Federal Reserve fears of another rate hike in the US weigh.
• [02:37] India-Canada ties worsen, will trade and business be impacted?
• [08:24] The Government’s airline regulator suspends Air India’s safety head, what does it mean?
• [14:02] Why are India’s savings levels falling so dramatically?
• [22:41] India emerging as future export manufacturing powerhouse with competitive cost structures, new BCG report.

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