The Core Report

On the latest episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks to Vishal Kapoor, CEO of Energy Efficiency Services Limited (EESL). He shares his vision for revolutionizing energy consumption as well as retail interventions to address greenhouse gas emissions such as rooftop solar, electric mobility (electric cars, electric cycles, electric scooters, electric buses), the star system for energy efficiency, LED lights, appliances (e.g, induction stoves, fans, etc). He also talks about how the company runs without any subsidy from the government, balancing the needs of the shareholders versus public value and much more.About EESLEnergy Efficiency Services Limited (EESL) is a Super Energy Service Company (ESCO), which enables consumers, industries and governments to effectively manage their energy needs through energy efficient technologies. EESL is implementing the world’s largest energy efficiency portfolio across sectors like lighting, buildings, industry electric mobility, smart metering, agriculture, etc. at an enormous scale. EESL’s energy efficiency solutions have saved India over 47 billion kWh energy annually while reducing 36.5 million tones of carbon emission. Founded in 2009, EESL is promoted by Ministry of Power, Government of India as a Joint Venture of four reputed public- sector undertakings NTPC Limited, Power Finance Corporation Limited, REC Limited and POWERGRID Corporation of India Limited.For more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Pushan Sharma, Director—Research, Crisil Market Intelligence and Analytics.SHOW NOTES(00:00) Stories Of The Day(01:46) One fifth of global fund managers bullish on India, Bank of America survey (03:43) Amazon says it surpassed $8 billion in cumulative exports from India in 2023 (05:46) Japan and the United Kingdom slip into recession. Why markets cheered in Japan. (06:54) Low demand pushes down Hindustan Lever stock to 52 week low.(07:40) Why Minimum Support Price bills for agriculture may not be as high as they appear?For more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Arvind Chari, fixed income veteran and now CIO of the London-based Quantum Advisors as well as Navkendar Singh, AVP, Client Devices Research, IDC India.SHOW NOTES(00:00) Stories Of The Day(00:50) Indian markets beat back Wall Street blues on Wednesday, set to rise further.(02:53) Global oil supplies to satisfy demand and keep prices in check, says IEA.(05:38) India’s debt markets are brimming with interest, what is going on?(16:06) $1,200 foldable phones are flying off the shelves in India but many other segments are slowingFor more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of FADA (Federation of Automobile Dealers Associations of India) as well as CRISIL Ratings Chief Economist D K Joshi.SHOW NOTES(00:00) Stories Of The Day(00:50) India almost equal to China on MSCI Index now, from one fifth in 2020.(03:18) Auto dealers want car manufacturers to cut back on production.(08:11) How India’s electric vehicle market is evolving differently from the United States(12:15) What is driving inflation and interest rates in India, in contrast to developing countries(17:47) Senior Government minister says India could lose out to Vietnam, China on mobile phone manufactureFor more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President at Counterpoint Research as well as Ricky Thaper, Treasurer of the Poultry Federation of India.SHOW NOTES(00:00) Stories Of The Day(00:50) Falling food prices bring down inflation to 3-month low.(03:31) How an India-facing ETF on Wall Street is beating the S&P 500.(04:51) SEBI wants to increase scrutiny of IPOs, is it too late?(08:19) Will cutting of import duties on electronic components help the electronics industry? (16:33) Why are prices of chicken falling while everything else is going up?For more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President at Pharmarack as well as Ajay Kedia of Kedia Advisory, a leading commodities brokerage based near Mumbai.SHOW NOTES(00:00) Stories Of The Day(00:50) For foreign investors, India is a debt story right now(03:12) Personal income taxes continue to power growth in tax collections(04:15) Weight loss drug sales are running away in India, like elsewhere.(13:57) How Photovoltaics and Automotive Industries Are Driving Silver Demand.(22:50) Michael Jackson Music Catalog Valued At $1.2 billion.For more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

In this edition of our Energy series on The Core Report Weekend Edition, Govindraj Ethiraj speaks to Krishnakumar Gopalan, Chairman and Managing Director of Bharat Petroleum Corporation Ltd (BPCL). They talk about the Shift from Petrol Pumps to Electric Chargers, BPCL's transformation over the years (from its roots as a refining company evolving into a marketing giant), BPCL's strategies to enhance productivity, how they plan to the integrate with startups, leveraging traditional fuel to drive the renewable business and much more.For more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist of ICRA Ratings in Delhi. We also feature an excerpt from our upcoming weekend edition featuring BPCL Chairman and Managing Director, Krishnakumar Gopalan.SHOW NOTES(00:00) Stories Of The Day(00:50) Reserve Bank of India holds interest rates again, but its body language is different.(09:09) India’s oil consumption jumps 8% in January as brent crude prices rise.(10:37) The RBI’s messaging on PayTM and the many interpretations.(16:03) Why the petrol pump attendant insists you note the zero setting.(22:40) How analysts are backtracking from sell calls on Toyota Motor.For more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Kunal Shah, Head of Commodities Research at brokerage Nirmal Bang.SHOW NOTES(00:00) Stories Of The Day(00:50) Global shares hit highs, India skids and China sacks its markets regulator(03:09) India will be largest driver of global oil demand growth in the next 7 years, International Energy Agency(06:46) Satya Nadella says Microsoft will train 2 million Indians in AI In A Year.(09:22) How energy transition demand will drive copper prices up sharply. (17:08) Why India is Going Bananas With RussiaFor more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Karan Taurani, Senior Vice President at Elara Capital as well as Ketharaman Swaminathan, founder and CEO of marketing company GTM360.SHOW NOTES(00:00) Stories Of The Day(00:50) Global brokerages project major fund flow shifts from China to India .(03:35) China’s Xi Jinping steps in to prevent market fall in unprecedented move.(06:42) India to see $67 billion of energy investments in next 5-6 years, PM.(09:58) Move over pizzas, fried chicken and burgers are gaining ground(19:09) Understanding payment rails, understanding how payments happen in India in the context of PaytmFor more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube