The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Reliance watcher and market veteran Deven Choksey.

SHOW NOTES

• [00:55] Mukesh Ambani unveils succession plans and a range of blueprints, including for a technology service company 
• [03:51] Reliance announces expanded plans for Solar PV manufacture and wind energy.
• [15:36] Cumulative rainfall levels are now down 8%, as are reservoir levels in many parts of India.
• [16:53] Office leasing activity is down 12% from the peak of 2020, even as co-working picks up. 

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On today’s episode, financial journalist Govindraj Ethiraj talks to Amit Khera, Senior Partner at Consulting firm Mckinsey & co as well as Amit Prothi, Director General of The Coalition for Disaster Resilient Infrastructure (CDRI).

SHOW NOTES

• [00:50] Empowerment, the new way of measuring economic security at $12 per person with Amit Khera
• [08:14] China’s Missing Data & India’s Too
• [12:31] Govt suspects exporters of selling non basmati rice as basmati rice, clamps down
• [16:57] A new global disaster resilience coalition sets up shop in India with Amit Prothi

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On this episode, financial journalist Govindraj Ethiraj talks to Keki Mistry, Independent Director at HDFC bank. In 1981, Mr. Mistry joined HDFC Ltd. Over the years he held several responsibilities, prior to being inducted onto its Board as Executive Director in 1993. He was appointed as the Managing Director in 2000, as the Vice Chairman & Managing Director in October 2007 and the Vice-Chairman & Chief Executive Officer of the Corporation with effect from January 1, 2010. Mr. Mistry was also non-executive Chairman of HDFC ERGO General Insurance Company Limited.

As a part of the management team, Mr. Mistry has played a critical role in the successful transformation of HDFC into India's leading Financial Services Conglomerate by facilitating the formation of companies including HDFC Bank Ltd., HDFC Asset Management Company Ltd., HDFC Life Insurance Company Ltd. (earlier known as HDFC Standard Life Insurance Company Ltd) and HDFC ERGO General Insurance Company Ltd.

Besides being on the board of several HDFC Group companies, Mr. Mistry is also on the Boards of Tata Consultancy Services and Torrent Power Ltd, Griha Investments – Mauritius, Griha Pte ltd – Singapore, and Flipkart Pvt. Ltd, Singapore. Mr. Mistry is also a strategic advisor for all financial services ventures of the Cyrus Poonawalla Group. Mr. Mistry is on various committees, prominent amongst them being Member of Primary Market Advisory Committee (PMAC) constituted by Securities and Exchange Board of India (SEBI) and Chairman of the CII National Council on Corporate Governance. He was also a Member of Corporate Governance Committee constituted by SEBI.

In this conversation you will learn about the intricacies of corporate Governance, the role of auditors, aspects of mortgages, the regulatory system in India and much more.

TCR: Weekend Edition with Keki Mistry on Youtube

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On today’s episode, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director at the Business Standard and also columnist and author of a recent piece titled Nurturing Capex.

SHOW NOTES

• [00:50] BRICS is expanding, surprising and confounding sceptics.
• [03:58] FDI and FPI Is Slowing Down, What Options Does The Government have? with Ashok K Bhattacharya
• [11:10] What does it take to run a well governed board, with Keki Mistry
• [13:03] AI Rush resumes as Nvidia declares bumper revenue and profits.
• [14:03] Airlines are reporting results beyond wildest expectations.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, veteran market analyst as well as Achin Bhardwaj, Executive Director of Asset Allocation at Wealth Management firm Client Associates.

SHOW NOTES

• [00:56] Qatar Investment Authority to invest Rs 8,278 crore in Reliance Retail Ventures
• [03:07] Indian markets overvalued say some analysts, by how much with Ambareesh Baliga
• [08:31] Remittances out of India are up 50% in the last quarter to $6.1 billion, FDI slows down
• [16:03] India is seeing record power demand
• [17:17] And India achieves a successful moon landing

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On today’s episode, financial journalist Govindraj Ethiraj talks to Sugandh Saxena, CEO of the Fintech Association of Consumer Empowerment as well as Hormazd Sorabjee, Editor of Autocar India.

SHOW NOTES

• [00:56] Jio Financial stock gets hammered gain, hits a lower circuit on the bourses again
• [04:13] Rating agency ICRA and State Bank of India put out GDP projections for the April to June quarter. ICRA says 8.5%.
• [06:43] India’s Digital Lending Industry Grows 49% but 86% of all borrowers are male with Sugandh Saxena
• [15:56] What Is the Future For Petrol Sipping Two-wheelers with Hormazd Sorabjee
• [21:51] Visiting New York? AirBnB may not be an option as New York cracks down on short term rentals and listings start disappearing.

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On today’s episode, financial journalist Govindraj Ethiraj talks to Navneet Munot, MD & CEO of HDFC Asset Management (which runs HDFC Mutual Fund) as well as Siraj Hussain, former Agricultural Secretary of the Government of India.

SHOW NOTES

• [00:56] The much anticipated Jio Financial listing surprises markets, this time on the downside.
• [06:04] Why Investors Should Not Try and Time Market Cycles and movements, with HDFC Asset Management’s Navneet Munot
• [14:56] The Government rapid fire responses to food prices going up, finding the method in the madness with Siraj Hussain.
• [24:56] Hmm..Softbank-investee company founder now on the run from police

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On today’s episode, financial journalist Govindraj Ethiraj talks to Varun Manwani, Director of Sahasra Electronics as well as Dipti Deshpande, Director and Principal Economist at rating agency Crisil.

SHOW NOTES

• [01:16] India’s first semiconductor chip company starts production, to launch commercially next month. A Core Report Exclusive
• [14:00] Why India’s urban poor are more hit by food inflation. And Even Spices Are Not Spared with Crisil’s Dipti Deshpande
• [21:53] The Sabzi Mandi that must be the Government’s Ministry of Agriculture.
• [24:56] A nuclear scientist and heiress wins a gender battle at Murugappa Group.
• [26:59] Hmm..even the World Bank wants people to come back to work.

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On this episode, financial journalist Govindraj Ethiraj talks to  B Thiagarajan, Managing Director of manufacturing company Blue Star. He has more than four decades of experience, having worked for reputed companies such as Larsen &Toubro Ltd, BPL Systems Ltd and Voltas Ltd, prior to joining Blue Star in 1998. From April 1, 2019, he has taken charge as Managing Director of Blue Star currently overseeing the Air Conditioning and Refrigeration business operations in the India geography, including Sales & Marketing, Manufacturing, Supply Chain and Customer Service. He also oversees Corporate Communications and Public Relations functions.

Mr B Thiagarajan plays an active role in various industry fora and is the Past President of Refrigeration and Air Conditioning Manufacturers Association (RAMA). He is the Past Chairman of CII Western Region and CII Maharashtra State and is currently a member of the CII National Council and chairs the CII National Committee on Consumer Electronics and Durables and CII task Force on Rural Development and Migrant Work Force. He is a Senior Fellow and the National Vice Chairman of the Indian Green Building Council.

In this conversation you will learn about the intricacies of manufacturing air conditioners, the finer details on the kind of parts and materials needed for air-conditioners, how environmental trends affect their manufacturing processes, Mr Thiagarajans ups and downs in the business and much more.

Connecting the Dots with B Thiagarajan on Youtube

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On today’s episode, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, VP - Currency Derivatives & Interest Rate Derivatives at Kotak Securities Ltd as well as Joydeep Goswami, Chief Strategy and Corporate Development Officer for Biotech company Illumina.

SHOW NOTES

• [00:50] Rupee falls to a record low against the dollar. We find out why.
• [05:33] India’s corporate profit cycle strongest in 15 years, says Standard Chartered.
• [09:10] How increased disease surveillance could get us better medicines and faster 
• [19:57] Scotch whiskey might get cheaper

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