

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

Oct 30, 2023 • 22min
#135 Markets Wait For Cues From The Middle East
On today’s episode, financial journalist Govindraj Ethiraj talks to Economic journalist and author Shankkar Aiyar. SHOW NOTES[00:00] Stories Of The Day[01:00] Israel’s ground invasion of Gaza begins, markets wait for cues from the Middle East.[07:42] Luxury home sales are on the tear, double in many cities in last 9 months[09:15] Governments have figured 7,000 new ways of targeting voters, central and state. [17:08] In what must be a new record for a bribe, an aviation regulator is accused of taking an aircraft for one .[19:46] Mumbai bids a goodbye to its iconic Premier Padmini yellow and black taxi.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

Oct 28, 2023 • 33min
#134 Tata Ownership of Air India Will Change India: Tushar Jani
On this episode, financial journalist Govindraj Ethiraj talks to Tushar Jani, business entrepreneur, investor, philanthropist and the founder of Blue Dart Express Ltd and Blue Dart Aviation, Swift Freight and Express Industry Council of India (a courier and express cargo business association of all Indian companies) and currently Chairman of Cargo Service Centre (CSC) India.Tushar Jani has been responsible for the creation of domestic courier terminals at the airports of Mumbai, Delhi, Kolkata and Chennai, and international courier terminals at Mumbai and Delhi airports of India.In this conversation you will gain insight into the state of Indian freight and cargo and its inner workings.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

Oct 27, 2023 • 29min
#133 Indian Markets Face Worst Brunt Of Middle East Tensions
On today’s episode, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambarish Baliga as well as Madan Sabnavis, Chief Economist, Bank of Baroda.SHOW NOTES[00:00] Stories Of The Day[01:00] Indian markets face worst brunt of middle east tensions, strong US treasuries, fall again. [08:28] Post pandemic sales spikes in durables and consumer products thanks to pent-up demand are finally fading. What’s Next?[20:04] Now, it's the turn of onion prices to shoot up. [22:17] Daal fry diplomacy might work as India ramps up imports of lentils from Canada[25:10] AI and ChatGPT are really cool but they are also really expensive to install.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

Oct 26, 2023 • 23min
#132 Anxiety Grips Indian Stocks But Global Markets And Oil Steady
On today’s episode, financial journalist Govindraj Ethiraj talks to M S Mani, Senior Partner at Deloitte, Haskins and Sells. SHOW NOTES[00:00] Stories Of The day[01:05] Anxiety grips Indian stocks but global markets and oil steady as diplomatic efforts in the middle east step up.[02:55] GST notices including gaming companies now worth more than Rs 100,000 crore[12:35] For many young Indians, their first car is a super luxury one. [17:02] Smuggled gold seizures have gone up 43% in the last 6 months.[18:44] Fewer tourists are visiting India compared to pre pandemic peaks but more Indians are going overseas than before.[20:48] YouTube Revenue jumps 12% for quarter, Microsofts cloud business 29%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

Oct 25, 2023 • 25min
#131 Vegetable Prices Are Spiking Due To Climate Shocks And Poor Storage
On today’s episode, financial journalist Govindraj Ethiraj talks to Dipti Deshpande, Principal Economist at Crisil.SHOW NOTES[00:00] Stories Of the Day[01:00] Global markets steady as they brace for longer term uncertainty in middle east, oil under $90 a barrel.[02:37] US Economy was supposed to slow down right now. But it’s not happening.[07:17] Vegetable prices are spiking because of climate shocks and poor storage. What can be done? With Crisil’s Dipti Deshpande[17:22] India’s air conditioners will consume more electricity than all of Africa.[19:29] Mumbai’s deteriorating air quality is a public health crisis, like Covid and deserves a similar response.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

Oct 24, 2023 • 28min
#130 Indian Markets In Steep Fall As Middle East Tensions Stay
On today’s episode, financial journalist Govindraj Ethiraj talks to Dhairyashil Patil, the Kolhapur based president of the The All India Consumer Products Distributors Federation (which represents some 400,000 distributors) as well as Tarun Pathak, Research Director at technology research company Counterpoint Research. SHOW NOTES[00:00] Stories Of The Day[00:50] Indian markets in steep fall as middle east tensions stay. US treasury rates rise. Oil holds at $92.[04:16] Disney gets set to pack its bags to leave India with Reliance likely to buy assets[06:27] Regional consumer brands are edging out entrenched multinationals, once again[17:38] Smartphone sales are falling in India, used phones sales riseFor 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

Oct 23, 2023 • 30min
#129 Fear And Volatility Hit Global Markets, Oil Below $89 A Barrel
On today’s episode, financial journalist Govindraj Ethiraj talks to Captain Jimmy Sarbh, former Regional Director, South Asia and the Middle East at P&O Ports (and considered a pioneer in private port operations in India and in the region) as well as Vinod Karki, Equity Strategist with ICICI Securities.SHOW NOTES[00:00] Stories Of The Day[01:00] Fear and volatility hit global markets, oil below $89 a barrel.[03:37] Uday Kotak’s junior from Sydenham College takes charge as Kotak Bank CEO[07:26] Hindustan Unilever has Nineteen Rs 1,000 crore brands now[08:56] Indian IT professionals drive much discretionary spending in India. With a downturn, could that change? With Vinod Karki, ICIC Securities[18:28] Major activity in new port and concessions signed across India’s west coast. What is it adding upto? With Captain Jimmy Sarbh, Former CEO DP World[28:08] No Go To Cyrpto, says RBI GovernorFor 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

Oct 21, 2023 • 27min
#128 Gauging The IMEEC Corridor: In Conversation With Vinayak Chatterjee
On this episode, financial journalist Govindraj Ethiraj talks to Vinayak Chatterjee, Founding & Managing Trustee of the Infravision Foundation as well as Chairman of the Confederation of Indian Industry's (CII) National Task Force on Infrastructure Projects – Monitoring & Advocacy. He co-founded Feedback Infra Pvt. Ltd. in 1990 and served as its Chairman from 1990 to 2021. Since stepping down from active management, he now devotes his time and energy to Infrastructure Policy and Advocacy; as well as to nurturing educational institutions.He has often been called upon to play a strategic advisory role to leading domestic and international corporates, the Government of India, various Ministries dealing with infrastructure, as well as multilateral and bilateral institutions in the areas of infrastructure policy, planning and implementation. He is a well-read columnist and writes a monthly column on infrastructure for Business Standard called ‘INFRATALK’. He has authored a book titled “Getting it Right – India’s Unfolding Infrastructure Agenda” published in 2011.In this conversation you will learn about the India-Middle East-Europe Economic Corridor (IMEEC), what problem the corridor is trying to solve, what opportunities it brings for the countries involved, and what it means for India.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

Oct 20, 2023 • 29min
#127 UK PM Rishi Sunak Follows US President Joe Biden Into Israel
On today’s episode, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director of Business Standard as well as Sanjog Gupta, Head of Sports at Disney and Star.SHOW NOTES[00:00] Stories Of The Day[01:00] British PM Rishi Sunak follows US President Joe Biden into Israel, oil pauses around $90 now.[02:26] Rupee closes at record low again as Asian currencies reel under pressure from dollar.[03:09] Google Announces Pixel phone Manufacture In India, small loans for businesses.[07:45] India is seeing a consistent rise in self-employment levels. What does it mean? [17:36] World Cup Cricket pulls 268 million television viewers for 11 matches even as streaming numbers hit records.[26:38] Netflix Tastes Blood..of SubscribersFor 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

Oct 19, 2023 • 25min
#126 Joe Biden’s Visit To Israel Fails To Calm Fears
On today’s episode, financial journalist Govindraj Ethiraj talks to Siraj Hussain, former Agriculture Secretary to the Government of India and columnist on agricultural issues as well as Rajneesh Singh, Managing partner, at Simply HR Solutions.SHOW NOTES[00:00] Stories Of The Day [01:00] Joe Biden’s Visit To Israel fails to Calm Fears After Gaza Hospital Attack, Oil Jumps to $93[02:05] JP Morgan bets on India manufacturing story, says will be 3rd largest economy in 2030.[06:05] It’s three months since the Rice Exports were banned, have the outcomes been achieved, with Siraj Hussain[15:06] IT giant TCS mandates a dress code, do companies need one, with Rajneesh SinghFor 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


