The Core Report

By The CoreNews Business News

The Core Report episodes

July 12, 2023#042 Why Byju’s Promoters Must Step Aside and Back
On today’s episode, financial journalist Govindraj Ethiraj talks to Vinod Karki, Equity Strategist at institutional broker ICICI Securities as well as Manu Gupta, co-founder of Seeds, a non profit that works on building resilience of people exposed to disaster and climate change.
SHOW NOTES
[00:55] Time For Byju Promoters To Step Aside As Govt orders inspection of Byjus books
[05:11] Everyone is talking about micro cap investing, is it really a new thing?
[15:52] High intensity rains are claiming lives, destroying homes and public infrastructure. Can we plan for extreme weather?
[24:40] Hmm..Indians paid over Rs 80 crore to apply for Schengen visas which got rejected.
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29 min
July 11, 2023#041 Prices of Expensive Diabetes Drugs Are Falling And More Manufacturers Are Rushing In
On today’s episode, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, VP Commercial at Pharmarack
SHOW NOTES
[00:51] Taiwan’s Foxconn formally pulls out of Vedanta JV from a much touted $19.5 billion semiconductor manufacturing project.
[06:37] How India’s diabetics drug market is exploding as off-patent drug prices fall with Sheetal Sapale
[15:42] Taylor Swift Economics And A Few Lessons
[16:53] India has an aggregate rains surplus now but crop sowing patterns have suffered
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22 min
July 10, 2023#040 India’s New Super Rich Will Increasingly Come From Rural India
On today’s episode, financial journalist Govindraj Ethiraj talks to Dr Rajesh Shukla, CEO of People’s Research on India’s Consumer Economy (PRICE), as well as Jayesh Mehta, Managing Director & Treasurer of Bank of America Merrill Lynch.
SHOW NOTES
[00:56] India’s rural areas will drive the growth of super rich in coming years even as India’s middle class set to hit 715 million in 7 years.
[12:02] What indeed is the internationalisation of the rupee?
[22:27] Hmm..Swiss will import more cheese than they export, more globalisation lessons
[25:22] India goes deficit to surplus rains in days as high intensity monsoon hits different parts of the country
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28 min
July 08, 2023 #039 Understanding AI: Is My Job Safe? with Arun Sundararajan
On this episode, financial journalist Govindraj Ethiraj talks to Arun Sundararajan, Harold Price Professor of Entrepreneurship and Professor of Technology, Operations and Statistics at New York University’s (NYU) Stern School of Business, an affiliated faculty member at many of NYU’s interdisciplinary research centers including the Center for Data Science, and the author of “The Sharing Economy.”
In this conversation you will learn about some of the inner mechanics of how large language models are used in AI tools, and how this will have far-reaching impact on the job markets, Healthcare, financial planning, creative industries like visual art and music, intellectual property rights, disinformation, and more.
Connecting the Dots with Arun Sundararajan on Youtube
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28 min
July 07, 2023#038 India’s Latest Big Bang Electronics Projects, Where Will They Land?
On today’s episode, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President at Counterpoint Research.
SHOW NOTES
[00:56] Tata Steel sacks 38 employees, Sets A New Benchmark For Disclosures
[04:07] India’s Latest Big Bang Electronics Projects, Where Will They Land? with Neil Shah
[15:03] Hmm…IVF clinics are under the tax man’s scanner
[18:39] Mark Zuckerberg and Meta launch Threads, A Twitter Alternative, 10 million downloads and counting
[19:32] The CEOs Diet: The How & Why Of Breakfasts In Our Busy Lives
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25 min
July 06, 2023#037 Hero vs Bajaj vs Enfield, India’s Big Three Way Bike Battle
On today’s episode, financial journalist Govindraj Ethiraj talks to Viral Desai, Senior Executive Director at Knight Frank, estate agency, residential and commercial property consultancy.
SHOW NOTES
[00:51] Indian markets hit new valuation highs, foreign investors tired of other countries.
[02:43] How India’s Flex Office Sector is Exploding with Viral Desai
[11:53] The Big Bike Battle Starts, Bajaj Vs Hero Vs Enfield Now
[16:57] An online pharmacy is set to take a massive surgical cut in valuation
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22 min
July 05, 2023#036 Are India’s Business Owners Paying Themselves Too Much?
On today’s episode, financial journalist Govindraj Ethiraj talks to Hetal Dalal, Institutional Investor Advisory Services (IIAS) President and COO as well as Mahesh Uppal Director at Com First and well known telecom analyst.
SHOW NOTES
[00:46] Are India’s Business Owners Paying Themselves More Than They Deserve? with Hetal Dalal
[11:27] Jio’s New Low Cost Phone. What Exactly Does it Deliver? with Mahesh Uppal
[20:20] How walls are coming up in the cloud?
[23:40] And Hmm..the Government Actually Said It Will Not Regulate Something
RESOURCES
- Promoters vote in their own salaries despite poor investor support

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28 min
July 04, 2023#035 India Inc Is Having Its Best Days But India’s MSMEs Struggle
On today’s episode, financial journalist Govindraj Ethiraj talks to Crisil’s Director of Research Pushan Sharma.
SHOW NOTES
[01:00] India Inc is having it’s best days but India’s MSMEs struggle, as working capital challenges mount with Pushan Sharma
[12:34] The Rs 2,000 note is going back home to the RBI, or about 76% so far
[14:28] How Softbank sold artificial intelligence to everyone 7 years ago but barely invested in any stocks since then
[23:14] Jio Says It Will Liberate 250 Million Mobile Phone Users Trapped In 2G Networks
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27 min
July 03, 2023#034 Three from HDFC’s Top Brass Are Gone. What Will The Bank's New Culture Be Like?
On today’s episode, financial journalist Govindraj Ethiraj talks to M B Mahesh, Director at Kotak Securities.
SHOW NOTES
[00:51] Three of HDFC’s Top Brass Are Gone. What Will HDFC Bank’s New Culture Be Like?
[08:46] India’s bank deposit profile shifts as people put money for shorter periods. An Analysis with M B Mahesh
[20:47] Do You Have An India Strategy, the latest Bullish Report, From Academics This Time
[26:14] Apple Hits $3 Trillion
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29 min
July 01, 2023 #033 Real Estate Revival: Changing Trends with Anuj Puri
On this Weekend Edition, financial journalist Govindraj Ethiraj talks to Anuj Puri, Real Estate Entrepreneur and Chairman at ANAROCK Property Consultants Private Limited. Anuj has over 27 years of experience with expertise in planning, undertaking demand assessment studies and transaction services including marketing strategies based on technical real estate market analysis, feasibility studies, program requirement derivation and fund and investor sourcing. The company that he chairs, ANAROCK, has a radical and disruptive residential brokerage model which fully enables supply, demand and discovery through a digital platform, with transactions facilitated offline via highly-trained real estate experts.
In this conversation you will learn about the current state of the real estate market in India, how the pandemic has impacted real estate, the current trends in supply and demand, the surprising formalisation of large parts of the industry, and more.
Connecting the Dots with Anuj Puri on Youtube
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24 min