The Core Report

On Episode 291 of The Core Report, financial journalist Govindraj Ethiraj talks to Karthik Ganesan, director research coordination at the Council For Energy, Environment and Water (CEEW) as well as Reji K. Joseph, associate professor at the Institute for Studies in Industrial Development (ISID). SHOW NOTES Stories Of The DayIndian markets stay paused, will they respond to global triggers this week?India is staring at a big power deficit this summer. Will it hit power generation in cities like Mumbai and Delhi?More countries join the semiconductor subsidy race, South Korea is set to join the partyTech giants are investing billions of dollars in Southeast Asia that India should be fighting to pullIndia’s worrying dependence on China’s dominance in pharmaceutical raw materials Subscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to A. Balasubramanian, Managing Director and Chief Executive Officer for Aditya Birla Sun Life AMC Limited. They talk about investment strategies during market volatility, market lessons, asset allocation, risk management, managing mutual fund flows, investment trends in India and much more. About A. Balasubramanian Mr. A. Balasubramanian is the CEO of Aditya Birla Sun Life AMC. He has over 3 decades of experience in the mutual fund industry. As CEO, he oversees INR 3 lakh crore in Assets Under Management. He is actively involved in philanthropic work. For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 289 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, aviation consultant and Air India inflight veteran. We also feature an excerpt from our upcoming Weekend Edition interview with A. Balasubramanian, managing director and CEO of Aditya Birla Sun Life Asset Management SHOW NOTES Stories Of The DayMarkets take a dive, political uncertainty a key factorWhy market volatility even at current levels is still low.Luxury homes are selling out barely as they are announced, office rentals are risingHow the Tatas have inherited a full blown union problem after decades Subscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 288 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Velonie, senior director at CRISIL Ratings as well as Nitin Sarin, aviation legal expert and managing partner of Sarin & Co. SHOW NOTES Stories Of The DayMarkets flat as they brace for weeks of uncertaintyOil prices slide below $82 a barrel, could they drop further?Why only vegetarian thali prices are risingNon bank finance companies are racing to find new sources of capital as banks tighten their walletsAre grounded airlines doomed to stay that way? Subscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 287 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Pande, national co-head for digital risk and cyber, and national leader for digital trust financial services sector at KPMG in India. SHOW NOTES Stories Of The DayIndian market volatility is inching up, invest or hold?Why the last 15 years of stock picking strategies will not help investorsIndia’s growing number of ghost mallsGrowth vs load - Why some bank systems are failing Subscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 286 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautam Kalia, senior vice president and head of the wealth management platform Super Investor at Sharekhan by BNP Paribas. SHOW NOTES Stories Of The DayMarkets flat as they weigh conflicting signals, could that be the presiding theme in coming days?Well known NBFC IIFL Finance hit with liquidity crunch after banks slow down lending following RBI crackdownDrought hit Australian farmers benefit from Indian pulses demandApprehension and optimism are both ruling high in the markets ahead of election results, what should you be doing? Subscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 285 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajai Chowdhury, earlier co-founder of HCL Tech and now a member of the India Semiconductor Mission. SHOW NOTES Stories Of The DayWhy World Markets Are Looking For Bad News From Wall StreetKotak Bank CEO Says He Is Worried About Reputation Because Of RBI MoveWhy Home Loans Have Jumped Dramatically In Two YearsWhere Will India’s Multi-Billion Semiconductor Subsidies Stop?Warren Buffett Meets Shareholders At The Annual Berkshire Hathaway Meeting Without Charlie Munger For First Time Subscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Dr. Arunabha Ghosh, founder-CEO of the Council on Energy, Environment and Water. They talk about the need to enhance climate resilience in Indian agriculture through a more data-driven approach, the importance of leveraging better data and predictive analytics to help farmers make informed decisions, addressing climate risks by connecting the dots between early warning systems, physical risk assessments, insurance, and policy changes, and much more. About Dr Arunabha Ghosh Dr Arunabha Ghosh is an internationally recognised public policy expert, author, columnist, and institution builder. He is the founder-CEO, since 2010, of the Council on Energy, Environment and Water. With experience in 48 countries, he previously worked at Princeton, Oxford, UNDP (New York), and WTO (Geneva). He currently serves on Government of India’s G20 Finance Track Advisory Group and advises the Sherpa Track for India’s G20 Presidency in 2022-23. In 2022, the UN Secretary-General appointed him to the High-level Expert Group on the Credibility and Accountability of Net-Zero Announcements by Non-State Actors. Dr Ghosh is currently Vice-Chair of the UN Committee for Development Policy, having been first nominated to the UNCDP by the UN Secretary-General in 2018. He is a member of the World Economic Forum’s Global Future Council on Clean Air, having previously been a member of the Global Future Council on Energy. He is also the co-author/editor of four books and dozens of research papers and reports. For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 283 of The Core Report, financial journalist Govindraj Ethiraj talks to Sankar Chakraborti, managing director and CEO of Acuité Ratings. SHOW NOTES Stories Of The DayMarkets Hold Gains, Mid Cap Index Hits All Time High, Global Cues Stay PositiveOECD Raises Growth Forecast For India For This Year, At 6.6%After A Spate Of Crackdowns, RBI Pulls Back, Lifts Restrictions On Bajaj Finance Products Halted In NovemberUnprecedented Heat Conditions Across The Country, Record Temperatures In Eastern India And Its Heavy Rains Again In DubaiWhy India’s SME Will Have To Work Harder To Get Their Payments On TimeAir Transport Association Lashes Out At Germany’s Increase In Airport Taxes Subscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 282 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic journalist and author Shankkar Aiyar as well as Sanket Kulkarni, Head of Business Development (Theatrical) at Ormax Media. SHOW NOTES Stories Of The DayIndian Markets Balance Strong Domestic Economic Indicators And Weak Global CuesOil Prices In Steep Fall, Close To $85India’s April Numbers For GST Hits Record High, Over 2L Crore NowGodrej Splits Up Amicably, Early Preparation May Have HelpedUnderstanding Redistribution Of Taxes In IndiaHow More Indians Are Watching Movies In Cinema Halls Than Ever BeforeInternational Air Cargo Grows In Double Digits For 4th Consecutive Month Subscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 281 of The Core Report, financial journalist Govindraj Ethiraj talks to Ved Jain, former President of The Institute of Chartered Accountants of India as well as sports journalist and commentator Ayaz Memon. SHOW NOTES Stories Of The DayBanks Power The Market Up 941 Points In Unexpected SurgeHow Shanghai Retail Investors Are Sending Up Global Gold PricesHow Bangalore Is The Best Place To Be A LandlordA New Tax Law To Help MSMEs Is Possibly Doing The OppositeAmerica Will Host A Major Cricket League, The T20 World Cup This Year Subscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 280 of The Core Report, financial journalist Govindraj Ethiraj talks to Yashwant Deshmukh, Founder of CVoter as well as Rahil Shaikh, Managing Director of MEIR Commodities. SHOW NOTES Stories Of The DayNervousness In The Political Theatre Could Transmit To The Stock Markets As Second Phase Of Polling EndsNo Recovery In Entry Level Cars This Year, says Maruti Chief.Global Debt At Levels Not Seen Since 1820s says WEF Chief.How Concerning Is The Lower Turnout Levels In Phase I And II Of Voting (with Yashwant Deshmukh of CVoter) and India’s Unusual Voter ID ProblemHow Sugar Prices Are Rising Because Of Heat WavesMusk Skips New Delhi, Lands In Beijing 5 Days Later, Hawks Robotaxis NowEnergy Transition Drives Big Metals And Mining Deals, Trading Bets Subscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 279 of The Core Report, financial journalist Govindraj Ethiraj talks to TP Ostwal of TP Ostwal & Associates LLP as well as Manisha Kapoor, CEO of the Advertising Standards Council of India (ASCI). SHOW NOTES Stories Of The DayIndian Markets May Be Hit By Wall Street BluesHow Many Players Does India’s Telecom Sector Really Need?Kotak’s Technology Fuelled Bets And A TCS Announcement On AIHow Practical Is Inheritance Tax?Why Its Getting Tougher To Get Away With Misleading Product Claims Subscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 278 of The Core Report, financial journalist Govindraj Ethiraj talks to Sushil Choksey, Managing Director of Indus Equity Advisors. SHOW NOTES Stories Of The DaySmall Caps Race Ahead Again As Broad Markets CrawlIT Companies Stare At Another Slow And Worrying Year AheadRBI Cracks Down On Kotak Credit CardsReliance Industries Is A Giant Company But Where Do Its Revenues And Profits Really Come From? Subscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 277 of The Core Report, financial journalist Govindraj Ethiraj, talks to Ajit Dayal, Founder of Quantum Mutual Fund. SHOW NOTES Stories Of The DaySmall Caps Are Powering Back In Sign That Confidence Levels Are Rising AgainGold Prices Take A Big Knock But Macro Demand Indicators Still StrongIndia’s Business Activity Grows At Fastest In 14 YearsAdani Wants To Settle An Allegation With Sebi Which It DeniedApple China iPhone Sales Crash, India Matters MoreIndex Hits 75000, Is It Safe To Invest At New Peaks? Subscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 276 of The Core Report, financial journalist Govindraj Ethiraj, talks to Nilesh Sathe, former director of the Insurance Regulatory & Development Authority of India. SHOW NOTES Stories Of The DayMarkets Stage Relief Rally, Search For Fresh Directions, Tech Stocks Lose Ground On Wall StreetOil Prices Are Falling Fast, Now At $86 A BarrelReliance Industries Now A $120 Billion CompanyDiamond Exports Fall SharplyInsurance Regulator Wants New Health Insurance Products Including For Older People, Will Companies Deliver? Subscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 275 of The Core Report, financial journalist Govindraj Ethiraj, talks to Siddharth Pai, a technology research consultant and Founder & Managing Partner at Siana Capital (a venture firm) as well as economic journalist and author Puja Mehra. SHOW NOTES Stories Of The DayMarkets And Oil Recover From Middle East Tensions, All Eyes On EarningsInsurance Companies Will Now Offer Health Coverage For Pre-Existing Conditions Like Cancer As Well, Age Limit Of 65 Years RemovedWhat Exactly Is Going On With Elon Musk’s India InvestmentIndian IT’s Falling Headcounts. What They Really Mean And Why The Prognosis Is GrimWhy A Policy To Offer Free Bus Rides To Women May Not Have The Desired EffectSubscribe to How India's Economy Works with Puja Mehra For more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to veteran investor Jyotivardhan Jaipuria of Valentis Advisors. Jyotivardhan Jaipuria shares his investment strategy focusing on unearthing undervalued companies with robust earnings growth. In this conversation you'll learn about consumption vs. investment, investment themes driven by government spending, looking for banks with strong deposit franchises and a focus on corporate lending, The IT sector, the impact of AI and much more About Jyotivardhan Jaipuria Mr. Jyotivardhan Jaipuria has an overall 36 years of experience in the Indian Capital Market including 21 years at DSP Merrill Lynch and 8 years at ICICI. He was Head of Research and strategist for India at DSP Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist and analyst, Jyoti was rated amongst the top in India by leading institutional investors and figured in the Top 5 leading vote getters regularly. The DSP Merrill research team was consistently ranked top 3 in India in investor surveys. In the 15 years he headed research, the team was No 1 in the Institutional Investor survey on 4 occasions. Jyoti served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Jyoti has an MBA from the Indian Institute of Management (IIM), Ahmedabad. For more of our coverage check out thecore.in The Core Report: Weekend Edition ft Jyotivardhan Jaipuria (Video) --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 273 of The Core Report, financial journalist Govindraj Ethiraj, talks to Tarun Pathak, Research Director at Counterpoint Research as well as veteran economic journalist and columnist Shankkar Aiyar. SHOW NOTES Stories Of The DayMarkets Struggle And Give Up Gains As Weakness Continues, Crude Down Below $87Headcounts Continue To Fall In India IT Services Majors Amidst Flat Revenue GrowthNestle Under Fire For Adding Sugar In Rs 2,000 Crore Cerelac BrandCan Falling iPhone Sales Impact India ProductionElections Kick Off Today, What’s At Stake For India’s VotersFor more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube

On Episode 272 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, Vice President, Global Trading Center at the Korean Shinhan Bank in Mumbai as well as Sugandha Sachdeva, Founder of SS WealthStreet, a Delhi-based equity, commodity and research firm. SHOW NOTES Stories Of The DayThe Markets Fight To Hold Ground But End Lower. It's Back To Fed GazingGlobal Funds Are Retreating From Emerging Markets Like AsiaThe Rupee Is Hitting Fresh All Time LowsCan Gold Prices Keep Going UpThe World’s Fastest Growing Advanced Economy Heatwaves In Philippines And Mumbai To Floods In DubaiFor more of our coverage check out thecore.in --Support the Core Report-- Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube