

The Core Report
The Core
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
Episodes
Mentioned books

Nov 23, 2023 • 26min
#155 RBI Governor Says NBFCs Must Reduce Dependence On Banks
On today’s episode, financial journalist Govindraj Ethiraj talks to Tamal Bandyopadhyay, consulting editor to Business Standard, veteran banking journalist and author of several banking related books, as well as veteran oil analyst Vandana Hari, Founder & CEO of Vanda Insights, a Singapore-based provider of intelligence on global energy markets.SHOW NOTES(00:00) Stories Of The Day(03:07) RBI Governor brings up systemic risk again, says non bank finance companies must reduce dependence on banks.(10:38) Oil prices are weak but could sustained supply cuts push them up again ? (19:32) Sam Altman returns to OpenAI in a 5-day drama script out of Netflix.(21:26) Binance CEO pleads guilty, second biggest crypto star charged with fraud.(22:54) Healthcare advertisements ranked highest in misrepresenting claims, study shows.(24:08) At 725,000, Indians are 3rd largest illegal immigrants in the USFor 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

Nov 22, 2023 • 24min
#154 Strong Jewellery Demand Drives Titan Stock To All Time High
On today’s episode, financial journalist Govindraj Ethiraj talks to Jaspreet Bindra, founder of Tech Whisperer Ltd and consultant and speaker on AI implementation in enterprises. We also feature an excerpt from the recent Core Report: Weekend Edition featuring Dr Ajay Sahai, Director General & CEO of the Federation of Indian Export Organisations (FIEO).SHOW NOTES[00:00] Stories Of The Day[01:00] Strong jewellery demand drives Titan stock to all time high.[06:44] Amazon says it will export $20 billion via ecommerce sales from India[12:14] The Bay Area drama, will Sam Altman return to OpenAI. Whats at staker?[20:15] And now, an ETF fund that tracks weight loss drug companies like Ozempic.[21:25] Satellite internet is one step closer to launching in 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

Nov 21, 2023 • 27min
#153 Goldman Sachs: India GDP Growth Will Slow With General Elections Next Year
On today’s episode, financial journalist Govindraj Ethiraj talks to Vivek Iyer, Partner & National Leader for Financial Services Risk at audit firm Grant Thornton, as well as cricket commentator and writer Ayaz Memon. SHOW NOTES[00:00] Stories Of The Day[02:48] India GDP growth will slow with general elections next year before accelerating again, says Goldman Sachs. [05:51] Small loans rise as does indebtedness[14:14] Sam Altman joins Microsoft, will that make AI safer?[17:15] Air traffic hits a fresh record high[19:15] Australia took the World Cup for the 6th time, lessons for 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

Nov 20, 2023 • 22min
#152 Personal Loans Will Get Expensive, Will That Solve The Problem?
On today’s episode, financial journalist Govindraj Ethiraj talks to Manisha Kapoor, CEO of Advertising Standards Council of India(ASCI).SHOW NOTES[00:00] Stories Of The Day[01:10] Demand or Supply, What Will Drive Oil Prices Now?[03:43] Personal Loans will get expensive, will that solve the problem?[08:16] Every product and service can’t be green, even if it claims to. Guidelines to crack down on greenwashing advertising as it’s known are on the way. [15:45] Sam Altman may return to OpenAI, that will not solve the problem of AI.[18:54] Thailand goes all out again for high spending tourists.[20:25] Australia Wins The ICC Cricket World Cup 2023For 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

Nov 18, 2023 • 34min
#151 ‘Government Attracting Investments’: Dr Ajay Sahai, Director General & CEO, FIEO
In this edition of The Core Report, Financial Journalist Govind Ethiraj caught up with Dr Ajay Sahai, Director General & CEO of the Federation of Indian Export Organisations (FIEO). In this episode, they discuss plausible reasons behind India’s falling exports, key performing sectors, and how geopolitical tensions in the Middle East, sparked by the Israel-Hamas conflict, are likely to affect exports in India. The biggest constraint to growth and scale, Sahai reveals, lies in Finance. He calls the emergence of Fintech companies in the last few years, a good thing. Dr Sahai is the Director General & CEO of the Federation of Indian Export Organisations (FIEO), jointly set up by the Ministry of Commerce, Government of India, and private trade and industry in the year 1965, promoting India’s exports. FIEO, an ISO 9001: 2015 certified organization, comprising of management including Chairmen of all Export Promotion Councils, Export Development Authorities/Commodity Boards, and representatives of Government recognized status holders, is the apex export promotion organization in the country with direct membership of above 35,000 exporters from all over the country contributing to about 70% of India’s total exports. During his tenure as DG & CEO, FIEO, the membership of the organization increased from 7,200 to about 35,000 in the last sixteen years.For more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Nov 17, 2023 • 20min
#150 RBI Tightens Rules For Personal Loans, Credit Cards As Demand And Risk Rise
On today’s episode, financial journalist Govindraj Ethiraj talks to Probir Roy, co-founder of B2B payments company Paymate and columnist on payments issues as well as Indrani Bagchi, CEO of Ananta Aspen Centre and columnist on diplomatic matters with the Times of India.SHOW NOTES[00:00] Stories Of The Day[00:50] GDP to grow on back of ebullient festive demand, says RBI [03:54] RBI tightens rules for personal loans, credit cards as demand and risk rise[11:10] Panda diplomacy is back, America and China are talking again[18:03] Domestic air traffic continues to GrowFor 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

Nov 16, 2023 • 21min
#149 Indian Markets Follow Global Signals On Low Inflation, Sensex Rises 742 Points
On today’s episode, financial journalist Govindraj Ethiraj talks to Akshay D’Souza, Chief of growth and insights at Bizom.SHOW NOTES[00:00] Stories Of The Day [01:00] Indian markets follow global signals on low inflation, Sensex rises 742 points[03:31] A sharp rise in gold imports, almost 100% drives up India’s trade deficit to record high[04:46] After expressing concern over small loans, RBI bars Bajaj Finance from lending under two categories[06:17] Retail consumption data is mixed but Indians are gifting more than ever before[14:54] A legendary hotelier who set the Indian luxury benchmark is no moreFor 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

Nov 14, 2023 • 26min
#148 Retail Inflation Hits 4-Month Low, Down To 4.87%
On today’s episode, financial journalist Govindraj Ethiraj talks to Mukesh Butani, co-founder and chairman of BMR Advisors as well as sports writer and commentator Ayaz Memon.SHOW NOTES[00:00] Stories Of The day[01:00] Retail inflation hits 4-month low, down to 4.87%[04:36] Why are India’s personal income tax collections so high?[12:51] Indian students throng to the United States in record numbers, a quarter of all international students.[14:41] Massive orders at Dubai Air Show reflect rising aviation demand.[15:50] Perhaps the best prepared Indian team for the World Cup semi finals: Sports Writer Ayaz MemonFor 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

Nov 13, 2023 • 24min
#147 Personal Tax Collections In India Are Up Almost 30%
On today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Nanavati, Chairman of Quantum Advisors, who previously ran 3M (the brand that makes PostIts and ScotchBrite) and was also Chairman of Syndicate Bank.SHOW NOTES[00:00] Stories Of The Day[01:00] Stockmarkets Kick off The New Year On Strong Note [05:19] Moody’s cuts America’s ratings, dysfunctional Government says media.[06:44] Personal tax collections in India are up almost 30%. [07:58] MNCs are setting up shop in India but as many are closing down too.[19:13] Cybersecurity attacks are rising across the world.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

Nov 11, 2023 • 35min
#146 "Days Of Linear Headcount Growth In IT Services Are Behind Us": Ravi Venkatesan, Founder, GAME
Ravi Venkatesan is the Chairman of The Global Energy Alliance for People and Planet (GEAPP) launched at COP26 with USD10 billion of committed capital to accelerate investment in green energy transitions and renewable energy solutions. Listen in as Venkatesan speaks to Financial Journalist Govindraj Ethiraj about the dire need to create manufacturing jobs in India. What happens as Indian IT companies cut back, not recruiting at the same intensity as they did earlier? Find out this and more only in this weekend edition of the core report. Ravi is also UNICEF’s Special Representative for Young People and Innovation and the Founder of the Global Alliance for Mass Entrepreneurship (GAME). He serves on the Boards of Rockefeller Foundation, Hitachi Ltd.Ravi was the Chairman of Microsoft India, Bank of Baroda and Cummins India and served as a co-chairman of Infosys Ltd. He is an Alum of IIT Bombay and Harvard Business School. Ravi is the author of ‘What The Heck Do I Do With My Life: How To Flourish in Our Turbulent Times’ and Conquering the Chaos: Win in India, Win Everywhere. He was voted as one of India’s best management thinkers by Thinkers50 and as Microsoft’s Alumni Hero 2020.For more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube


