The Core Report

On today's episode, financial journalist Govindraj Ethiraj talks to Dr Ajay Mathur, Director General of the International Solar Alliance (ISA), which is one of its kind multilateral organisation established to catalyse global solar growth. The International Solar Alliance (ISA) is a collaborative platform initiated by the Government of India. Dr. Mathur provides an overview of ISA's current status with 118 member countries, its focus on promoting solar energy, and its efforts in advocacy, capacity building, and regulatory development. Dr. Mathur also talks about the evolution of solar prices, battery innovations, and the role of hybrid solutions.Prior to joining ISA, Dr Mathur was Director General of The Energy and Resources Institute (TERI) and a member of the Prime Minister of India’s Council on Climate Change. He was co-chair of the global Energy Transitions Commission and the Clean Cooling Initiatives of the One Planet Summit. He earlier headed the Indian Bureau of Energy Efficiency and was responsible for its foundational programmes, which mainstreamed energy efficiency through initiatives such as the Star Labeling program for appliances, the Energy Conservation Building Code, and the Perform, Achieve & Trade program for energy-intensive industries.He was a leading climate change negotiator and was the Indian spokesperson at the Paris climate negotiations. He served as the interim Director of the Green Climate Fund during its foundational period.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 Gaurang Shah, SVP of Geojit Financial Services as well as Mayur Karmarkar, MD of The International Copper Alliance.SHOW NOTES(00:00) Stories Of The Day(01:10) Record day at the stockmarkets again, 70,000 and 21,000 breached for close.(02:52) Best Fed day across assets in 15 years as global markets salute reversal in rate.(08:41) Demand for oil in India could fall.(10:23) Home sales across India set to be 38% over last year. (11:52) World copper supply drying up after projections of surplus, will India be affected.(18:50) Thieves love for Range Rovers in the UK leads to insurance premiums spiking.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 Anindya Banerjee Head of Research for Forex at Kotak Securities. SHOW NOTES(00:00) Stories Of The Day(03:38) ADB raises India growth projection to 6.7%(04:35) COP28 concludes with a first ever agreement to phase out fossil fuels.(06:20) All positive pressures notwithstanding, the rupee is still weak (12:18) Tesla to recall 2 million cars on autopilot failures(14:14) Netflix’s Night Agent most watched title on netflix globallyFor 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 and Head of Research at ICRA Ratings as well as Sheetal Sapale, Vice President at tracking and analysis firm Pharmarack.SHOW NOTES(00:00) Stories Of The Day(01:00) High food prices take inflation up to 5.6%(08:19) Anti-obesity drugs to rising online sales, the big pharma trends of 2023(18:12) SpiceJet to raise over Rs 2,000 crore, lives to fight another day.(19:01) Steve Jobs’ favourite Gorilla Glass comes to IndiaFor 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 Viktor Katona, lead crude analyst at Vienna-headquartered energy research firm Kpler as well as Rahil Shaikh, Managing Director of MEIR Commodities, a sugar trading company. SHOW NOTES(00:00) Stories Of The Day(01:19) Sensex hits 70,000 as markets pause for breath.(02:15) Oil continues to trade weak as demand signals stutter.(07:55) Government’s move to ban use of sugarcane juice for ethanol could add a month’s additional sugar stock.(16:07) India’s alcohol market is growing and Coca Cola finds a way in.(18:03) India’s travel and tourism sector to grow a healthy 12% says Crisil(19:53) Australia starts to cut back on record high migration.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 Kapil Kaul, CEO of aviation research and consulting body CAPA India. SHOW NOTES(00:00) Stories Of The Day(01:29) Foreign investors reverse course, pump over Rs 25,000 crore in December alone.(07:02) With just 16 million Indians travelling overseas, growth opportunity is huge, says research body CAPA.(13:41) Govt should not dilute Make In India policy, says industry body’s EV committe head.(16:40) Record visas for Indians to United States, immigrants leave Canada on high costs and Australia triples feees for foreign investors buying existing homes.(18:54) World’s richest families are $1.5 trillion richer in 2023.(19:40) The era of expensive and overpriced Rolexes are over.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 Vivek Kumar, economist at Mumbai-based QuantEco Research. SHOW NOTES(00:00) Stories Of The Day(01:23) Nifty powers ahead of 21,000, Sensex close to 70,000.(02:48) RBI leaves rates unchanged, raises GDP projection to 7%.(16:57) China sees biggest institutional investor outflow since 2001.(19:41) Apple hits the gas pedal on India production again.(20:58) Onion exports curtailed, wheat reserves fall.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 this rebroadcast of the Core Report Weekend Edition, financial journalist Govindraj Ethiraj talks to Economist Arvind Panagariya. He is the Jagdish Bhagwati Professor of Indian Political Economy at Columbia University and is also the Director of Deepak and Neera Raj Center on Indian Economic Policies at School of International and Public Affairs at Columbia University in New York City. He served as first vice-chairman of the government of India think-tank NITI Aayog between January 2015 and August 2017.Professor Panagariya is a former Chief Economist of the Asian Development Bank and was on the faculty of the Department of Economics at the University of Maryland at College Park from 1978 to 2003. During these years, he also worked with the World Bank, IMF and UNCTAD in various capacities. Professor Panagariya has authored more than fifteen books. His book India: The Emerging Giant (2008, OUP, New York) was listed as a top pick of 2008 by The Economist and described as the “definitive book on the Indian economy” by Fareed Zakaria of the CNN. The Economist has described his book, Why Growth Matters, (with Jagdish Bhagwati) as “a manifesto for policymakers and analysts.”In this conversation you will learn about the significance of exports in global trade, how exports influence economic growth, how Indian real estate laws restrict growth, who Harish Ahuja is, why businesses should focus more on non-tech related sectors and more.Connecting the Dots with Professor Arvind Panagariya on YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram

On today’s episode, financial journalist Govindraj Ethiraj talks to Surendra Mehta, secretary general of the more than a century old India Bullion & Jewellers Association.SHOW NOTES(00:00) Stories Of The Day(01:10) Markets hit fresh highs(04:52) Oil falls to 5 month low despite threats of supply cuts(06:48) Gold delivers sound returns to investors, will it stay?(13:27) A 58% jump in onion prices pushes up thali costs for Indians(14:48) Airline industry revenues expected to touch record $964 billion in 2024 with record passengersFor 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  Uday Bhaskar, Director General of the Hyderabad-based Pharmaceutical Exports Council of India or Pharmaxecil as well as Ashish Pherwani, Partner and Media and Entertainment Lead at Ernst & Young. SHOW NOTES(00:00) Stories Of The Day(01:10) Stock Markets continue to hit record highs on political continuity. S&P booster for India. (07:39) Moody’s downgrades China(08:31) Global CO2 emissions from burning fossil fuels set to hit  record high.(09:42) November sees highest pharmaceutical exports on surging demand from US, Europe.  (16:06) Digital powers music to a Rs 12,000 crore industry and growing, says EY report.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