The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Jehangir B Gai, well known consumer rights activist and lawyer as well as Ayaz Memon, renowned cricket and sports writer as well as commentator.SHOW NOTES[00:00] Stories Of The Day[00:50] Goldman Sachs takes a pause on Indian stocks even as markets rise on falling oil prices.[04:14] Indian IT companies are facing a washout year, says JP Morgan after last week’s broad bullishness.[05:43] More Indians are taking health insurance companies to court and winning.[14:13] Its the World Cup and its worth over $2.5 billion!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

On today’s episode, financial journalist Govindraj Ethiraj talks to Shriram Subramanian, founder of InGovern Research services (an institutional investor advisory based out of Bangalore) as well as Vivek Rathi, Director of Research at Knight Frank India.SHOW NOTES[00:00] Stories Of The Day [00:50] Global markets are in turmoil as interest rates head higher, oil prices begin to fall.[04:31] Why are more directors quitting or rather fleeing from boards of startups?[12:20] Low income real estate buyers drop off the market as interest rates and inflation bites.[21:29] The most spirited stock on Indian markets. Explanation coming up.For more of our coverage check out thecore.inInteract with us or ask us questions on TelegramSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Saif Rahiman Mukadam, Research Analyst at ICICI Securities as well as Anuj Gupta, Head of Commodities and Currencies at HDFC Securities. SHOW NOTES[00:00] Stories Of The Day[01:00] World Bank raises India inflation projection to 5.9%[04:35] Gold & silver prices fall to 7 month lows.[08:37] The Dollar Gets Stronger By The Day, How Long Will It Hold?[14:32] Vedanta puts a full page ad in a mainline newspaper for a shareholder communication.[18:13] Indonesia’s Bullet Train Goes On Rails.For more of our coverage check out thecore.inInteract with us or ask us questions on TelegramSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Vijay Setia, former President of the All India Rice Exporters Federation and also Chairman and Managing Director of Chaman Lal Setia Exports (makers of the well known Maharani Basmati Rice brand) as well as Siraj Hussain, former Agriculture Secretary to the Government of India and frequent columnist on agricultural and food production issues. SHOW NOTES00:00 Stories Of The Day00:50 Unemployment rate in the country drops to 1-year low in September.06:38 India’s Rice Export Ban draws WTO ire, Indian exports are holding out.17:05 India swings between excess and scarcity on food produce, are there lessons from the past ?26:38 Google Chromebooks to be made in India by HP nowFor more of our coverage check out thecore.inInteract with us or ask us questions on TelegramSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Nir Linchevski, a 20-year veteran of Israel’s VC/PE ecosystem and Managing Partner at Israel Secondary Funds which manages over half a billion dollars across three funds. SHOW NOTES[00:00] Stories Of The Day[01:00] GST collections steady around 162,000 crore.[02:14] Jet fuel and commercial LPG prices increase, will other hikes follow?[04:05] Maruti hits record sales in September, Vedanta to split into 6[06:13] Markets[07:54] Why tech startup investment in Israel is falling? with Nir Linchevski[15:58] Decoding Macro Signals with DK Joshi (A Weekend Edition Excerpt)[18:40] Alcohol or not? CEO's Diet with Dr. Nandita Iyer - Article linkFor more of our coverage check out thecore.inInteract with us or ask us questions on TelegramSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On this episode, financial journalist Govindraj Ethiraj talks to Dharmakirti Joshi, Chief Economist at CRISIL. With over 30 years experience in economic research and consultancy, Mr Joshi's career began in NCAER where he spent 11 years. He then moved on to senior positions in Central Electricity Regulatory Commission, New Delhi and currently CRISIL (An S&P Global Company).He has extensive experience in macroeconomic analysis, medium term assessment of Indian economy and forecasting as well as in public finance issues at the central and state levels. He has been a consultant to the state governments on fiscal issues. At CRISIL he has been involved in consulting assignments which cover demand forecasting and assessing the macro economic scenario and its implication for the corporate clients. He has also been involved in analysing and monitoring the impact of macro economic shocks on the economy. He has been a part of the faculty that trains senior regulatory officials from the South Asia region. He is also the co-chairman of Economic Affairs Committee of Bombay Chamber of Commerce. He often writes for leading newspapers and expresses his views on the economy on TV and in various other online and offline forums.In this conversation you'll learn of identifiable Marco Signals which can be analysed to extrapolate predictions on the direction of the economy.For 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 ndirect tax expert Rohit Jain, Partner at the Mumbai headquartered Economic Laws Practice or ELP as well as Atul Chaturvedi, Chairman of Sri Renuka Sugars.SHOW NOTES[00:00] Stories Of The Day [03:08] India’s housing markets continue to boom even as stock markets turn weak. [05:09] More and more GST inspectors are landing up at businesses and factories. Who is at fault ? With Rohit Jain, ELP[13:46] Sugar stocks and prices rise as companies position themselves as energy companies. With Atul Chaturvedi of Renuka Sugars[21:35] Indian roads are best for, destructive testing[23:08] Asian Paints co-founder Ashwin Dani passesFor more of our coverage check out thecore.inInteract with us or ask us questions on TelegramSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Sanjay Agarwal, President of the 56 year old Electronics Industry Association of India (ELCINA) and also managing director of Globe Capacitors. SHOW NOTES[00:00] Stories Of The Day[01:00] Nomura upgrades India to overweight from Neutral, markets look up[02:34] 100 Bagger Stocks In Indian Markets Are Mostly Manufacturing Companies[07:45] No Import licenses for laptops, but import management system, what’s really changed? [18:04] Akasa Air PIlots Can be Sued But Should The Airline Do So?[20:33] Google is 25 years old. Lessons for longevity.For more of our coverage check out thecore.inInteract with us or ask us questions on TelegramSubscribe 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 and Interest Rates for Kotak Securities as well as Girish Vanvari of Transaction Square, a tax regulatory and business advisory firm. SHOW NOTES[00:00] Stories Of The Day[00:50] What Jamie Dimon Said But Did Not Make Headlines[03:58] The dollar is at its strongest in 2023 and the Rupee is fighting back.[08:46] Massive GST notices are being thrown at gambling/gaming companies. Is the law on course?[19:32] New disclosure guidelines for unicorns are likelyFor more of our coverage check out thecore.inInteract with us or ask us questions on TelegramSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Namrata Mittal, Economist at SBI Mutual Fund. SHOW NOTES[00:00] Stories Of The Day[01:00] Markets And The Rupee[01:37] Forget the sundowner. The National Stock Exchange wants to start derivatives trading between 6 and 9 pm.[04:22] Foreign funds will flow into Indian Government bonds but that comes with some additional scrutiny.[16:46] India is waiting for Tesla’s car factory but then so are several other countries.[22:06] And hmm..where in India you should really buy your booze.[23:37] Late night talk shows in America might return as the Hollywood writers strike could endFor more of our coverage check out thecore.inInteract with us or ask us questions on TelegramSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube