The Core Report

By The CoreNews Business News

The Core Report episodes

August 04, 2023#062 Markets Have Fallen 1200 Points In Two Days
On today’s episode, financial journalist Govindraj Ethiraj talks to Pankaj Mohindroo, Chairman of the Indian Cellular and Electronics Association as well as Vinod Kaul, Executive Driector of Indian Rice Exporters Association.
SHOW NOTES
[01:09] Markets Have Fallen 1,200 points in two days but worry not, a spate of bullish India reports from global institutions could alleviate the pain if not turn things around.
[02:24] Government places restrictions on imports of laptops, tablets and personal computers. What does it mean?
[09:45] A ban on rice exports are now hurting countries everywhere. And it seems to be hurting India too.
[19:21] A 3-week drought of bullish reports ends, another solidly bullish India report from a global investment bank, Morgan Stanley and S&P Global forecasts good times.
[23:33] Construction could employ 100 million Indians in 7 years.
[24:28] Arvind Panagariya, former NITI Ayog Vice Chairman Comes Out Strongly Against Those Questioning Role of Exports As A Growth Driver for India
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
29 min
August 03, 2023#061 America Is Hit With A Ratings Downgrade
On today’s episode, financial journalist Govindraj Ethiraj talks to Sujan Hajra, Chief Economist & Executive Director at Mumbai-based Anand Rathi Securities.
SHOW NOTES
[00:46] America Is Hit With A Ratings Downgrade, Markets WorldWide React with Sujan Hajra
[08:36] Reliance Retail Started in 2006 Is More Valuable Than Older Oil To Chemicals businesses
[10:39] Foxconn’s Many Announcements Across India
[15:01] Some 75% of Starbucks sales come from cold drinks, not hot coffee.
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
18 min
August 02, 2023#060 Goods And Service Tax Collections Top ₹1,65,000 Crore
On today’s episode, financial journalist Govindraj Ethiraj talks to Dinesh Kanabar, founder & CEO of tax firm Dhruva Advisors as well as Gautam Chikermane Vice President at Observer Research Foundation.
SHOW NOTES
[00:51] GST Collections top Rs 165,000 crore, will this momentum hold? with Dinesh Kanabar
[09:55] Gold demand set to slip this year as do Indian markets, on August 1
[10:52] A new bill aims to decriminalise draconian laws that hurt business. Is it enough? with Gautam Chikermane
[19:45] Another airline gets set to fly international
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
22 min
August 01, 2023#059 India Has A Looming Exports Challenge That Is Much Closer To Home Than We Think
On today’s episode, financial journalist Govindraj Ethiraj talks to Crisil chief economist D K Joshi, independent research analyst specialising in banking and micro-economy Hemindra Hazari, as well as Editor of Taxsutra Arun Anandagiri.
SHOW NOTES
[00:51] India has a looming exports challenge that is much closer to home than we think with D K Joshi
[08:32] Kotak Bank faces a succession challenge and a possible face off with regulator, the Reserve Bank with Hemindra Hazari
[20:08] Rainfall forecasts and numbers are now above normal and looking good for the country.
[24:58] Over 65 million taxpayers raced to file their returns on July 31st, the last day for doing so with Arun Anandagiri
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
28 min
July 31, 2023#058 The India Semiconductor Race Gathers Pace as AMD Announces $400 Million Investment
On today’s episode, financial journalist Govindraj Ethiraj talks to Murali Neelakantan, Principal Lawyer at amicus and earlier global general counsel with Glenmark Laboratories and Cipla Laboratories, as well as, Sabina Dewan, President of JustJobs Network, a global research organization which produces empirical research on job creation.
SHOW NOTES
[01:04] The India Semiconductor Race Gathers Pace as AMD announces $400 million investment.
[04:47] Can the sovereign of India be taken to court for deadly cough syrups exported by private companies? with Murali Neelakantan
[17:32] Gig workers are a visible part of the country’s workforce.. A bill in Rajasthan wants to protect them. Can it? with Sabina Dewan
[26:44] The Bank of England hires former US Federal Reserve head Ben Bernanke to find out why the Uk slept through inflation rises.
[29:51] Will summer travel ever be the same again?
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
35 min
July 29, 2023 #057 In India 136 Million People Are Pre-Diabetic. Should You Be Worried? with Dr. R M Anjana
On this episode, financial journalist Govindraj Ethiraj talks to Dr. R.M. Anjana, Managing Director of Dr. Mohan’s Diabetes Specialities Centre, a WHO Collaborating Centre for Non Communicable Diseases Prevention and Control and IDF Centre of Education. She is also the Vice President of the Madras Diabetes Research Foundation, which is an ICMR Centre for Advanced Research on Diabetes. Her main research areas are prevention of diabetes, epidemiology, physical activity and translational research and metagenomics.
Dr. Anjana has published over 250 papers in national and international peer reviewed journals. She has also participated and given lectures in several national and international conferences and programmes on diabetes, non communicable diseases and cardiovascular epidemiology.
In this conversation you will learn about the alarming implications of a recent study (for which Dr. Anjana is the lead author) by the Indian Council of Medical Research (ICMR) on diabetes in India, what were some of the study's findings, and insights into the diabetes epidemic from both a personal and policy lens.
Connecting the Dots with Dr. R M Anjana on Youtube
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
20 min
July 28, 2023#056 US Economy Smashes Forecasts, Dow Has Longest Run in 36 Years
On today’s episode, financial journalist Govindraj Ethiraj talks to Mayur Karmarkar, head of the International Copper Alliance India, Krishnan ASV, BFSI Lead Analyst, Institutional Equities at HDFC Securities, as well as Dr R M Anjana, managing director, Dr. Mohan's Diabetes Specialities Centre.
SHOW NOTES
[00:56] Indian Markets Pause Again, The Dow Jones Has Longest Run in 36 Years
[04:09] If banks are doing so well, is the rest of the economy doing well too ?
[15:49] There is excitement around copper, set to see fresh capacity.
[26:17] Working For Home, Why You Are A Big Candidate for Diabetes. With Dr R M Anjana
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
30 min
July 27, 2023#055 Rice Prices Rise Globally After India Stops Export Of Non-Basmati Rice
On today’s episode, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga, Chief Economist at rating agency Crisil DK Joshi, as well as equity strategist at ICICI Securities Vinod Karki.

SHOW NOTES
[00:56] Markets Resume Their Run, Tech Mahindra Surprises, Why Buybacks Indeed? with Ambareesh Baliga
[09:07] Rice prices rise globally after India stops export of non-basmati rice.
[10:16] How falling whole sale price inflation is sharply bringing down prices of goods that we buy with DK Joshi
[17:36] Upgrades and Downgrades of Company Performances, What is the final score? with Vinod Karki
[25:41] And hmm..if you missed getting mangoes from Ratnagiri, you could get them from…Italy, yes Italian Mangoes!
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
29 min
July 26, 2023#054 Venture Fund Says Will Work With The Govt To Uphold Shareholders Interests in Byju’s
On today’s episode, financial journalist Govindraj Ethiraj talks to Vice President of Research at Dolat Capital Rahul Jain, well known film trade analyst Komal Nahta, as well as media analyst and Business Standard columnist Vanita Kohli Khandekar.

SHOW NOTES
[00:56] Foreign investors have pumped in $15 billion net this year, IMF ups growth forecasts.
[03:22] In Unusual Step, Venture Fund Says It Will Work With The Govt To Uphold Shareholders Interests in Ed Tech Company Byju
[05:55] Are IT Companies Geared To Deliver The Guidance They Promise?
[15:04] India’s film exhibition industry braces for a perfect storm as Hollywood pipeline is set to slow down and Bollywood films don’t do as well.
[27:34] A very good explanation of how AI works and why it is changing our lives?
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
33 min
July 25, 2023#053 Tesla To Start Negotiations With The Indian Government To Make A ₹20 Lakh Car
On today’s episode, financial journalist Govindraj Ethiraj talks to Anuj Puri, Chairman of Anarock Group as well as B V Krishna Rao, President of the Rice Exporters Association and Managing Director of Pattabhi Agro.

SHOW NOTES
[00:56] After food, Inflation bites affordable housing, as segment sales crash in last six months
[08:13] India bans rice exports, affecting Indians overseas with no real benefit to locals, could the solution be to increase export duties further?
[20:36] Tesla is to start negotiations with the Indian Government to manufacture a Rs 20 Lakh Car
[23:23] Almost 50 years of launching a hotel arm, cigarette maker ITC says it will separate it’s hotels arm into a new company - ITC Hotels
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
29 min