The Core Report

The Core
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Jun 9, 2023 • 12min

#016 Interest Rates Are On Pause, So Are Increases On Your Home Loans

On today’s episode, financial journalist Govindraj Ethiraj talks to Dr. Brinda Jagirdar, independent consulting economist and independent director on the board of IDFC First Bank and various other companies.[00:41] Interest rates are on pause, so are increases on your home loans with Brinda Jagirdar[08:18] Starbucks to cut prices and offer smaller cups of coffee and tea[09:54] GoFirst is still grounded but other airlines are adding capacity, this time it’s Vistara who says will add 10 aircraft. For more of our coverage check out thecore.in
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Jun 8, 2023 • 19min

#015 Foreign Airlines Like Emirates Are Pleading For More Capacity Into India But The Government Says No

On today’s episode, financial journalist Govindraj Ethiraj talks to Kapil Kaul, CEO and Director of CAPA India.[00:55] Credit policy is coming up. Will interest rates hold or not ?[02:38] The Government says it will pump over 89000 crore into the haemorrhaging BSNL[07:38] Foreign airlines like Emirates are pleading for more capacity into India but the Government says no with Kapil Kaul of CAPA India.[16:55] Hmm..while inflation and interest rates are down, rents and cost of living continue to rise, Mumbai is the most expensive city to live in, for expats.For more of our coverage check out thecore.in
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Jun 7, 2023 • 21min

#014 Indian Inc Is Holding Strong In Revenues And Profits, Latest Results Show

On today’s episode, financial journalist Govindraj Ethiraj talks to Bank of Baroda Chief Economist Madan Sabnavis, as well as Deepak Shenoy, founder and CEO of portfolio management company CapitalMind.[00:41] Indian Inc is holding strong in revenues and profits, latest results show with Madan Sabnavis[09:30] Byju’s takes another knock as it refuses to repay a loan with Deepak Shenoy[19:06] Hmm..Bajaj Finance says it will cut back on telemarketing callsFor more of our coverage check out thecore.in
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Jun 6, 2023 • 32min

#013 India Has Produced Some Of The World’s Best Performing Stocks In The Last Two Decades: Goldman Sachs

On today’s episode, financial journalist Govindraj Ethiraj talks to Anil Agrawal former IPS official and former Additional Secretary, Department of Promotion of Industry and Internal Trade or DPIIT under the Ministry of Commerce, as well as Hetal Dalal, President and Chief Operating Officer of IIAS.[00:46] India has produced some of the world’s best performing stocks in the last two decades, Goldman Sachs.[08:15] Air conditioners are mostly made with imported parts, that’s changing with Anil Agrawal[18:53] Why are companies sitting on so much cash? Should they give it out? with Hetal Dalal[29:38] And Hmm..airlines have been asked to self-monitor air fares, what does that even mean?For more of our coverage check out thecore.in
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Jun 5, 2023 • 26min

#012 India’s Manufacturing Incentives Are Not Working Like They Should

On today’s episode, financial journalist Govindraj Ethiraj talks to Murali Neelakantan, a lawyer who has worked as global general counsel with brands like Cipla and Glenmark Laboratories in the past; as well as Vanita Kohli Khandekar, well known media analyst and contributing editor with Business Standard newspaper.[00:45] A deadly train disaster in eastern India. The railway’s fine line between safety and speed.[04:01] The Government once again bans cocktail drugs, 14 this time with Murali Neelakantan[12:36] India’s manufacturing incentives are not working like they should[17:57] Streaming is going gang busters, but here’s a surprise with Vanita Kohli KhandekarFor more of our coverage check out thecore.in
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Jun 2, 2023 • 24min

#011 Morgan Stanley’s 10 + 10 Analysis On Why It Is Totally Bullish On India

On today’s episode, financial journalist Govindraj Ethiraj talks to Bhaskar Rao P, MD of the 100-year old Orient Exchange and General Secretary of the All India Money Changers and Money Transfer Agents Association as well as Ashok K Bhattacharya, editorial director and columnist at Business Standard.[01:24] Morgan Stanley’s 10 + 10 analysis on why it is totally bullish on India.[07:25] The 20% presumptive tax on international credit card is kicking in soon. [15:24] And hmm..former Chief Economic Advisor Kaushik Basu raises a small social media storm when he says that India grew below potential at 3.28% between 2020-23. [21:49] Mumbai is heating up and power demand hit an all-time high of close to 4,000 MW.
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Jun 1, 2023 • 18min

#010 India’s Economy Surprises With A 7.2% GDP Growth

On today’s episode, financial journalist Govindraj Ethiraj talks to CRISIL Chief Economist D K Joshi about India's 7.2% GDP growth and with Market Expert Ambareesh Baliga about SEBI's recent consultation paper on FPIs.[01:14] India’s economy surprises with a 7.2% GDP growth[06:11] Vedanta’s $19 billion chip project in Gujarat runs into delays with the Government likely to reject its first application[08:31] A move triggered by the Adani-Hindenberg Research report, India’s SEBI releases a consultation paper saying high risk foreign portfolio investors must disclose more about themselves.[16:00] Hmm..Adani’s new problem, an auditor refuses to qualify a business partner as unrelated because it probably feels it is actually related.For more of our coverage check out thecore.in
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May 31, 2023 • 22min

#009 A Billion UPI Transactions A Day In 3 Years Time

On today’s episode, financial journalist Govindraj Ethiraj takes you through the stories of the day and talks UPI transcations with Mihir Gandhi, Partner and Payments Transformation Leader at PWC India, and author of the 3rd edition of The Indian Payments Handbook 2022-27.[01:21] Former RBI Governor Raghuram Rajan says the Government’s manufacturing incentive scheme is a failure.[08:22] India set to see a billion UPI transactions a day in 3 years’ time[16:50] Valuations of tech stocks continue to fall, but that is the least of the problems. [19:48] Hmm..the founder of Theranos was set to start a 11 year jail term last night. 
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May 30, 2023 • 18min

#008 Bank stocks set the market on fire as RBI cautions on governance

On today’s episode, financial journalist Govindraj Ethiraj speaks to Anuj Poddar, Bajaj Electricals MD & CEO about consumer diversity and to G. Chokkalingam, Founder of Equinomics Research, about the recent rise in bank stocks.SHOW NOTES[01:00] Bank stocks are racing away to levels never seen before, even as RBI governor says they have caught governance lapses with G. Chokkalingam.[08:21] Theme: How north and south Indians have different pressure cookers and fans and the challenges of building scale with such consumer diversity with Anuj Poddar[15:37] Hmm..An airline offers generous salary hikes to its pilots. Just one hitch, it has been grounded for almost a month.For more of our coverage visit: https://thecore.inSocial Media Links:Twitter: https://twitter.com/the_core_inInstagram: https://www.instagram.com/thecore.biz/Facebook: https://www.facebook.com/thecore.biz/Linkedin: https://www.linkedin.com/company/thecore-in
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May 29, 2023 • 24min

#007 BJP showcases its 9 year track record and drops some hints on the 2024 election plank

On today’s episode, financial journalist Govindraj Ethiraj talks about the BJP showcasing it’s track record of the last 9 years, Mahindra & Mahindra posting a record turnover and profits a month after it’s Chairman Emeritus passes away, the upcoming monsoon’s implications on the Indian economy and more.For more of our coverage visit: https://thecore.inSocial Media Links:Twitter: https://twitter.com/the_core_inInstagram: https://www.instagram.com/thecore.biz/Facebook: https://www.facebook.com/thecore.biz/Linkedin: https://www.linkedin.com/company/thecore-in

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