The Core Report

By The CoreNews Business News

The Core Report episodes

July 24, 2023#052 India’s Results Season Picks Up, Banks Beat Estimates, IT Companies Fall Behind
On today’s episode, financial journalist Govindraj Ethiraj talks to Siraj Hussain, former Agricultural Secretary to the Government of India and now advisor to FICCI and present on boards of various companies.

SHOW NOTES
[00:56] India’s results season picks up steam, banks are beating estimates, IT companies are falling behind.
[08:03] Ambani revs up in finance and Adani gets ready to exit it
[11:40] Inflation of key household ingredients like cereals and pulses are in double digits and hurting households, what should we do next, with Siraj Hussain, Former Agriculture Secretary of Govt of India
[19:02] What to eat when you are on the road, with Dr Nandita Iyer
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25 min
July 22, 2023 #051 India’s Best Finance Ministers In The Early Years with AK Bhattacharya
On this episode, financial journalist Govindraj Ethiraj talks to A K Bhattacharya, an economic journalist who has worked in the industry for more than four decades. He set the bar for business reporting as the chief of bureau at the Economic Times in the early 1990s, when economic reforms raged. He went on to become the editor of the Pioneer and Business Standard. He is now Business Standard's editorial director and a writer of a long-running column - Raisina Hill.
His latest book From Independence to Emergency: India’s Finance Ministers 1947-1977 is the story of India’s finance ministers who shaped India’s economy in the first thirty years after Independence. In this conversation you'll learn and hear anecdotes about the various policies that were introduced in that era of India's economy, how some of the institutions that form the backbone of the economy were set up, the dynamic between the prime minister and the finance minister, and more.
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35 min
July 21, 2023#050 Mukesh Ambani’s Jio Financial Begins On A $20 Billion Wicket
On today’s episode, financial journalist Govindraj Ethiraj talks to Deven Choksey, MD and Chairman of DRChoksey FinServ as well as climate scientist Dr Arunabha Ghosh, CEO of the Council for Energy, Environment and Water (CEEW).
SHOW NOTES
[01:04] Markets Are Going Stronger, Jio Financial Hits It Out with Deven Choksey
[12:00] Infosys net profits up and attrition down sharply to 17% reflecting shifts in the tech job market.
[13:51] Massive renewable energy projects announced, including by Adani, how many will materialise with Dr Arunabha Ghosh
[21:55] Who Was India’s Best FM in the early years?
[25:39] And Hmm..Netflix finally cracks down on password sharing in India
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28 min
July 20, 2023#049 Tatas To Set Up $5.2 Billion Gigafactory In The UK
On today’s episode, financial journalist Govindraj Ethiraj talks to Aniket Dani, a Director of Research at rating agency CRISIL as well as Rajesh Menon, Director General of the Society of Indian Automobile Manufacturers (SIAM).
SHOW NOTES
[00:51] Tatas to build a 40 GW battery cell factory in the UK
[03:08] India’s mixed bag of corporate performance with a shadow of a slowdown with Aniket Dani
[10:33] Indians are totally in love with utility vehicles as it becomes 55% of passenger vehicle market with Rajesh Menon
[18:02] Reliance is back in finance, once again, this time with more gusto
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23 min
July 19, 2023#048 Gautam Adani Comes Out Agressively In An Address To Shareholders
On today’s episode, financial journalist Govindraj Ethiraj talks to Prashanth Agarwal, Partner, Indirect Tax at tax firm PwC.
SHOW NOTES
[00:55] Gautam Adani comes out agressively in an address to shareholders.
[06:59] The Enforcement Directorate will share information with the Goods & Services Tax Network, what does it mean now?
[15:40] Global growth has shown resilience but manufacturing is slowing, says IMF Chief in Gandhinagar
[16:57] And hmm..the income tax says inoperative PAN card is not the same as an inactive
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20 min
July 18, 2023#047 US Exchange Traded Funds Are Investing 3 Times As Much In India vs China
On today’s episode, financial journalist Govindraj Ethiraj talks to Prakash Diwan, market veteran and director of Altamount Capital Management, as well as Vinod Karki, equity strategist at ICICI Securities.
SHOW NOTES
[00:50] US exchange traded funds are investing 3 times as much in India versus China with Prakash Diwan
[10:02] How 42% of Corporate India’s Wage Bill Belongs To IT Companies with Vinod Karki
[19:38] Action in the mattress space as Sleepwell buys Kurl-On
[22:32] And news from Gandhinagar with Janet Yellen and Ajay Banga
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26 min
July 17, 2023#046 Streetside Pharmacies Are Fighting Online Upstarts
On today’s episode, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, Chairman of Sri Renuka Sugars and President of the Asian Palm Oil Alliance as well as Dr. Raj Vaidya, Immediate past Chairperson, IPA Community Pharmacy Division.
SHOW NOTES
[00:51] India’s Exports Are Falling Sharply And So Are Countries Across Asia
[03:49] Low edible oil prices are keeping inflation down
[15:41] Streetside pharmacies are fighting online upstarts, what could be outcome?
[28:06] And how Wall Street’s rally is getting broader, even GE is back
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32 min
July 15, 2023 #045 Big Growth, Big Capital? Insights From ‘Startups to Proficorns’ with Rajesh Jain
On this episode, financial journalist Govindraj Ethiraj talks to Rajesh Jain, a technology entrepreneur and pioneer in Asia’s dotcom revolution, and someone who created India’s first Internet portals in the late 1990s.
Rajesh Jain is founder of Netcore Cloud, a global marketing technology company that offers AI-powered marketing automation and analytics solutions. Netcore empowers modern marketers to map their customer journey to deliver exceptional 1:1 customer experiences. Netcore serves over 5,000 Indian and international corporates and sends more than 20 billion messages (emails and SMSes) monthly through its messaging gateways. Netcore is a proficorn — profitable, private, bootstrapped and highly valued.
Headquartered in Mumbai, India, with 15+ offices across the USA, Singapore, Malaysia, Nigeria, Indonesia, UAE, UK, and Germany, Netcore Cloud serves 5000+ customers across the globe.
In this conversation you will learn about Rajesh Jain's entrepreneurial journey, what motivates him, how he set up his business, B2B and B2C insights, the role of capital, marketing insights, his latest book, and more.
Connecting the Dots with Rajesh Jain on Youtube
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37 min
July 14, 2023#044 Are The Stock Markets Taking A Break From Their Rapid Rise?
On today’s episode, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President of Counterpoint Research.
SHOW NOTES
[00:55] Are The Stock Markets Taking A Break From Their Rapid Rise?
[03:35] Foxconn & Vedanta have both said they will find new partners. But Who Could Those Be? with Neil Shah
[13:30] And hmm..Mohandas Pai and former SBI Chairman Rajneesh Kumar join a Byju advisory board
[16:22] The Government Says No Need To Revisit A 28% Tax On Online Gambling
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20 min
July 13, 2023#043 TCS Kicks Off The Big Result Announcements Season By Beating Estimates
On today’s episode, financial journalist Govindraj Ethiraj talks to CRISIL Chief Economist D K Joshi, Dinesh Kanabar, leading tax expert and CEO of Dhruva Advisors, as well as Nikhil Pahwa, Founder of Medianama.
SHOW NOTES
[00:56] TCS Kicks Off the Big Result Announcements Season By Beating Estimate
[04:01] Inflation turns up after a 2 year low, driven by food prices, pulses are a particular concern with D K Joshi
[09:40] New GST Rates, where are we in our indirect tax journey? with Dinesh Kanabar
[15:01] We are now taxing casinos, gambling at 28%, what does this mean, for now and future? with Nikhil Pahwa
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26 min