The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Journalist and columnist on trade issues Shankkar Aiyyar. We've also featured an excerpt from Episode #104 featuring Louis-Vincent Gave, founding partner and CEO of Gavekal, one of the world's leading providers of investment research. SHOW NOTES[00:00] Stories Of The Day[00:46] India’s stocks are down but there is good news on bonds[05:39] The World Trade Organisation lumps India with an unusual trading bloc[13:01] Murdoch steps down from NewsCorp and the media assets he sold to Disney are on sale.[16:45] Factories are leaving China but which ones?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 this episode, financial journalist Govindraj Ethiraj talks to Louis-Vincent Gave, founding partner and CEO of Gavekal, one of the world's leading providers of investment research, providing insights on the global macroeconomy and markets, and on China's economy and companies. In 1998, Louis launched Gavekal with his father Charles and Anatole Kaletsky. At the time, Asia was set to become an ever more important factor in global growth, so Gavekal was set up to offer its clients more information, and more ideas, relating to Asia.Louis has written seven books, the latest being Avoiding the Punch: Investing in Uncertain Times which reviews how to build a portfolio at a time of rising geostrategic strife, and when very low interest rates and stretched valuations on most assets announce constrained returns on most assets over the next decade.In this conversation you learn about the state of China's exports, how the Russia-Ukraine War catalyzed de-dollarization, the impact of green energy on western economies, how the markets view India and more.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 aviation columnist Anjuli Bhargava, Chief Economist at Bank of Baroda Research Madan Sabnavis, as well as well known economics journalist, international trade commentator and columnist Shankkar Aiyar. SHOW NOTES[00:00] Stories Of the Day[01:00] The Sensex falls as Federal Reserve fears of another rate hike in the US weigh.[02:37] India-Canada ties worsen, will trade and business be impacted?[08:24] The Government’s airline regulator suspends Air India’s safety head, what does it mean?[14:02] Why are India’s savings levels falling so dramatically?[22:41] India emerging as future export manufacturing powerhouse with competitive cost structures, new BCG report.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 Captain Sam Thomas, a former Jet Airways pilot and now President of the Airline Pilots Association of India as well as Akshay D'Souza, Chief of Growth and Insights at Bizom. SHOW NOTES[00:00] Stories of The Day[00:50] The markets take a u turn, fall 800 points, $100 predictions for oil are here.[02:27] Contract, what contract, say pilots as Akasa Air takes battle with fleeing pilots to court with Captain Sam Thomas[14:30] Consumer demand is falling across categories, rains are one reason with Akshay D'Souza[20:48] All is forgiven for now, Total France is back with Adani in a new ventureFor 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 Bornali Bhandari, Professor at the National Council For Applied Economic Research or NCAER as well as Achin Bhardwaj, Director Asset Allocation for Delhi-based wealth management firm Client Associates. SHOW NOTES[00:00] Stories Of The Day[01:00] Oil breezes past $95 a barrel as inflation fears return around the world.[04:21] Why are so many graduates working as food delivery agents ? NCAER’s gig economy report.[14:47] Will a 20% tax on outward remittances from October 1 affect flows ?[22:00] More countries are automating immigration systems, should India follow.[24:03] Disney to invest $60 billion in theme parks and cruises in focus on experiential entertainment.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 Singapore-based oil analyst Vandana Hari of Vanda Insights as well as Sanjeev Bisht, Chairman of the All India Spices  Spices Export Forum of India (Guntur) and also a vice president in ITC working in spices and other products.SHOW NOTES[01:00] Advance tax collections are up 21% in a sign of economic stability [03:20] Stockmarkets take a pause but public sector bank stocks spring a surprise[05:30] Oil now heads into worrying territory. How far or up can it go? with Vandana Hari[13:32] Spices inflation is around 20% and more most of this year. Why are prices of spices not going down? with Sanjeev Bisht[20:19] And hmm. Thailand will provide tax exemptions to Indians on jewellery imported for marriage, in Thailand of courseFor 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 Kapil Kaul, CEO and Director of CAPA Aviation as well as V G Jairam founder of Hyperlink Brand Solutions (organiser for Shakti concerts and the Mahindra Blues Festival).SHOW NOTES[00:55] Indian stockmarkets continue their run, on course for best since October 2007.[04:12] Oil prices trade high, diesel is in short supply.[06:39] Fleeing pilots, spare part crisis, grounded planes, Indian aviation is buzzing with action again with Kapil Kaul[14:05] Live events are taking centre stage globally and in India, will the momentum hold with V G Jairam[26:20] And hmm. State Bank of India will give you chocolates if it thinks you will default.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 this episode, financial journalist Govindraj Ethiraj talks to T Koshy, MD and CEO of ONDC (Open Network for Digital Commerce). ONDC is a private non-profit Section 8 company established by the Department for Promotion of Industry and Internal Trade (DPIIT) of Government of India to develop open e-commerce. Previously, Mr Koshy was part of the startup team of NSDL (National Securities Depository Limited). He subsequently joined Ernst & Young as a senior partner, where he worked exclusively in population scale problems and its digital solutions. He has played a key role in projects such as DEMAT, UIDAI, GST, the Tax Information Network, and CoWIN to name a few, and has been involved extensively with the ecosystem developing open source solutions and digital public infrastructure.In this conversation you will learn about e-commerce, the setting up of ONDC, how the protocol works, how it facilitates sellers and buyers, use cases, the future of ONDC and more.TCR: Weekend Edition with T Koshy 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 market veteran G Chokkalingam of Equinomics Research.SHOW NOTES[00:50] The stock markets resume their run, hit all time highs.[10:04] Oil trades near a 10 month high of $90 as traders predict tightness.[11:33] Birla Group joins the Rs 70,000 crore decorative paint businessFor 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 Mahesh Uppal, telecom analyst and lawyer as well as Neil Shah, Vice President at Counterpoint Research.SHOW NOTES[00:50] The Nifty 50 holds 20,000.[01:56] How Supersmart 23-year olds are managing money and accounts from Adani to Byjus[05:26] Elon Musk’s satellite internet service Starlink attacked for denying Ukraine access at a key moment, do we need it for connectivity in India?[15:50] What does an Iphone15 Made and Sold in India mean for the country’s electronics ecosystemFor 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