The Core Report

The Core
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Oct 18, 2023 • 20min

#125 Wheat Prices Continue To Rise And Hit 8-Month High

On today’s episode, financial journalist Govindraj Ethiraj talks to Pramod Kumar S, president of the Roller Flour Millers' Federation in Bangalore SHOW NOTES[00:00] Stories Of The Day[01:10] Markets hold their breath as President Joe Biden Slated To Reach Tel Aviv Today[03:03] India’s Rs 143 Lakh Crore infra spend in next 7 years is double of previous 7 years.[04:54] Wheat prices continue to rise, hit 8 month high, trade wants import duty cuts.[11:07] Bajaj FInance raises provisions for bad loans on heels of RBI warning of growth in personal loans.[13:19] Artificial Intelligence will see a cold shower in 2024, says leading internet research agency.[16:20] Funflation, when prices of concerts you want to attend become unaffordable.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
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Oct 17, 2023 • 26min

#124 Diplomacy In The Middle East Keeps Oil And Markets Steady

On today’s episode, financial journalist Govindraj Ethiraj talks to Karan Taurani, senior vice president and media and internet analyst at Elara Capital. We also feature an excerpt from the recent Weekend Edition featuring Jacob L. Shapiro, Partner & Director of Geopolitical Analysis, Cognitive Investments.SHOW NOTES[00:00] Stories Of The Day [01:00] High intensity diplomacy in the middle east to prevent escalation of war keeps oil and markets steady.[03:06] The Russians want Chinese yuan for oil they are selling to India.[11:24] Record Bollywood collections at the box office, could the momentum continue ?[20:02] The India opportunity in a post globalised, multi polar world and what India must do with Jacob L ShapiroFor 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
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Oct 16, 2023 • 23min

#123 Markets And Oil Turn Nervous As Israel Threats Ground Invasion Of Gaza

On today’s episode, financial journalist Govindraj Ethiraj talks to Crisil Chief Economist D K Joshi as well as sports and cricket journalist and commentator Ayaz Memon.SHOW NOTES[00:00] Stories Of The Day [01:00] Markets and oil turn nervous as Israel threats ground invasion of Gaza[03:07] India imports tomatoes from Nepal but does not reciprocate with rice. Smugglers take over.[09:24] Inflation is down to 5%, was it by accident or design and what is the prognosis then? with DK Joshi[15:37] 130,000 people in person and 35 million people watched India-Pak match online. What’s next after the grand show? with Ayaz Memon[20:58] Unilever man becomes New Zealand Prime MinisterFor 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
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Oct 14, 2023 • 34min

#122 Moving Toward Multipolarity: In Conversation With Jacob L. Shapiro

On this episode, financial journalist Govindraj Ethiraj talks to Jacob L. Shapiro, Partner & Director of Geopolitical Analysis, Cognitive Investments (CI). He works with the CI research team to integrate geopolitics into CI’s investment strategies. He also authors the “Global Situation Report,” a weekly intelligence brief on the world’s most important developments.Jacob hosts CI's podcast series, "Cognitive Dissidents," which features interviews with a diverse array of foreign policy, technology, and global business experts. Jacob is a prolific writer and frequent keynote speaker at conferences and events.In this conversation you'll learn about the relation between geopolitics and investments, places in the world showing the most exciting opportunities, and the implications of history on the movement of capital.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram
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Oct 13, 2023 • 28min

#121 Falling Food Prices Bring Down Inflation Sharply To 5.02%

On today’s episode, financial journalist Govindraj Ethiraj talks to Rahul Jain, Vice President at Dolat Capital & IT analyst as well as Nita Kapoor, CEO of The International Spirits & Wines Association of India (ISWAI). SHOW NOTES[00:00] Stories Of The Day[01:00] Falling food prices bring down Inflation sharply to 5.02%.[03:01] Israel-Hamas war toll crosses 2,600. Indian markets pause again, oil steady, US treasury yields rise.[05:11] IT Companies start reporting expectedly weaker results, streets still disappointed. [14:08] Jindal Bids For Go Air. Do conglomerates have a better chance at running airlines?[25:43] Most Indians like watching movies in theatres for the big screen experience and first day first show experience, says Survey.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
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Oct 12, 2023 • 27min

#120 Monsoon Recovery Pushes Up Demand For FMCG, Stores Gear For Festival Rush

On today’s episode, financial journalist Govindraj Ethiraj talks to Dhirendra Kumar, Founder and CEO of Value Research as well as Akshay DSouza, chief of growth and insights at Bizom.SHOW NOTES[00:00] Stories Of The Day [00:50] Indian markets hold gains, oil falls and markets rise[12:25] Rice and now sugar, all head for more fresh export controls[13:55] Ambani scion meets unexpected institutional (advisory) voter resistance for board seat[18:51] Monsoon recovery pushes up demand for fast moving consumer goods, stores gear for festival rushFor 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
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Oct 11, 2023 • 18min

#119 The IMF Has Raised FY24 India Growth Projection To 6.3%

On today’s episode, financial journalist Govindraj Ethiraj talks to  Sheetal Sapale, vice president commercial at PharmaRack. We also feature an excerpt from our Weekend Edition featuring Anshuman Magazine, Chairman & CEO of India, South East Asia, Middle East, and Africa at CBRE. SHOW NOTES[00:00] Stories Of The Day[00:50] Israel-Hamas war escalates, markets stable for now.[02:31] The IMF has raised FY24 India growth projection to 6.3 per cent[06:58] Sales of anti-infective drugs reveal fresh weather led disease patterns. [15:51] Stockholm to ban petrol and diesel cars in city centreFor 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
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Oct 10, 2023 • 24min

#118 World Markets Take A Hit On Israel-Hamas War

On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of FADA (and also the Managing Partner of Ralas Motors based out of Raipur, Chhattisgarh) as well as Pankaj Mohindroo, Chairman of the Indian Cellular and Electronics Association.SHOW NOTES[00:00] Stories Of The Day[00:50] World markets take a hit on Israel-Hamas war, oil holds at $87 a barrel.[05:27] No supply chain issues, wait times down, Indian auto industry now in full demand mode.[15:07] Cellular phone exports rise sharply, target $17 billion by end of year.[21:25] Nobel Prize for Economics Goes To Professor Goldin for gender disparities at work and pay.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
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Oct 9, 2023 • 29min

#117 Markets Brace For Middle East Tension Impact

On today’s episode, financial journalist Govindraj Ethiraj talks to economist Brinda Jagirdar, economic affairs writer and columnist Shankkar Aiyar as well as Karan Taurani, media analyst and Senior VP at Mumbai-based Elara Capital. SHOW NOTES[00:00] Stories Of The Day[00:50] Markets brace for middle east tension impact, second  quarter results[04:44] Credit policy held interest rates for now, what is the RBI’s strategy? with economist Brinda Jagirdar[09:05] The Bihar Caste Survey, What Is the economic impact, with Shankkar Aiyar[15:34] The Real World Cup Numbers, what’s different from more and how are we measuring better, with Karan Taurani of Elara CapitalFor 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
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Oct 7, 2023 • 25min

#116 “India: No.1 Offshoring Destination for the US”: Anshuman Magazine

On this episode, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO - India, South East Asia, Middle East, and Africa, CBRE. Based in New Delhi, he oversees operations for 19 countries and over 50 offices and affiliates across these geographies. He has been involved in some of the largest advisory assignments including a disinvestment exercise for a portfolio of 26 Government-owned hospitality assets, privatization of airports and various other infrastructure projects. Globally, he has played a prime role in assisting a large number of multinational corporations in establishing and successfully running their India operations. He has also advised various international real estate financial institutions and private equity funds on investments in the realty sector in the region. He has also advised various international real estate financial institutions and private equity funds on investments in the real estate sector in the region.In this conversation you'll gain perspective on commercial real estate trends and the scale of various aspects of the real estate sector in India.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube | Telegram

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