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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
(00:00) Stories Of The Day(00:50) Markets take a dive, political uncertainty a key factor(05:08) Why market volatility even at current levels is still low.(07:35) Luxury homes are selling out barely as they are announced, office rentals are rising(09:50) How the Tatas have inherited a full blown union problem after decadesSubscribe to How India's Economy Works with Puja Mehra
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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
(00:00) Stories Of The Day(01:00) Markets flat as they brace for weeks of uncertainty(02:04) Oil prices slide below $82 a barrel, could they drop further?(02:39) Why only vegetarian thali prices are rising(04:36) Non bank finance companies are racing to find new sources of capital as banks tighten their wallets(14:55) Are grounded airlines doomed to stay that way?Subscribe to How India's Economy Works with Puja Mehra
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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
(00:00) Stories Of The Day(00:50) Indian market volatility is inching up, invest or hold?(03:59) Why the last 15 years of stock picking strategies will not help investors(08:08) India’s growing number of ghost malls(09:27) Growth vs load - Why some bank systems are failingSubscribe to How India's Economy Works with Puja Mehra
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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
(00:00) Stories Of The Day(01:00) Markets flat as they weigh conflicting signals, could that be the presiding theme in coming days?(06:12) Well known NBFC IIFL Finance hit with liquidity crunch after banks slow down lending following RBI crackdown(08:29) Drought hit Australian farmers benefit from Indian pulses demand(09:51) Apprehension 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
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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
(00:00) Stories Of The Day(01:00) Why World Markets Are Looking For Bad News From Wall Street(04:31) Kotak Bank CEO Says He Is Worried About Reputation Because Of RBI Move(07:35) Why Home Loans Have Jumped Dramatically In Two Years(08:56) Where Will India’s Multi-Billion Semiconductor Subsidies Stop?(22:26) Warren Buffett Meets Shareholders At The Annual Berkshire Hathaway Meeting Without Charlie Munger For First TimeSubscribe to How India's Economy Works with Puja Mehra
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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.
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On Episode 283 of The Core Report, financial journalist Govindraj Ethiraj talks to Sankar Chakraborti, managing director and CEO of Acuité Ratings.
SHOW NOTES
(00:00) Stories Of The Day(01:09) Markets Hold Gains, Mid Cap Index Hits All Time High, Global Cues Stay Positive(03:48) OECD Raises Growth Forecast For India For This Year, At 6.6%(05:17) After A Spate Of Crackdowns, RBI Pulls Back, Lifts Restrictions On Bajaj Finance Products Halted In November(06:38) Unprecedented Heat Conditions Across The Country, Record Temperatures In Eastern India And Its Heavy Rains Again In Dubai(09:42) Why India’s SME Will Have To Work Harder To Get Their Payments On Time(17:57) Air Transport Association Lashes Out At Germany’s Increase In Airport TaxesSubscribe to How India's Economy Works with Puja Mehra
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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
(00:00) Stories Of The Day(01:09) Indian Markets Balance Strong Domestic Economic Indicators And Weak Global Cues(02:29) Oil Prices In Steep Fall, Close To $85(04:12) India’s April Numbers For GST Hits Record High, Over 2L Crore Now(07:50) Godrej Splits Up Amicably, Early Preparation May Have Helped(10:56) Understanding Redistribution Of Taxes In India(19:15) How More Indians Are Watching Movies In Cinema Halls Than Ever Before(29:00) International Air Cargo Grows In Double Digits For 4th Consecutive MonthSubscribe to How India's Economy Works with Puja Mehra
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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
(00:00) Stories Of The Day(01:00) Banks Power The Market Up 941 Points In Unexpected Surge(04:39) How Shanghai Retail Investors Are Sending Up Global Gold Prices(06:07) How Bangalore Is The Best Place To Be A Landlord(07:54) A New Tax Law To Help MSMEs Is Possibly Doing The Opposite(15:26) America Will Host A Major Cricket League, The T20 World Cup This YearSubscribe to How India's Economy Works with Puja Mehra
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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
(00:00) Stories Of The Day(01:09) Nervousness In The Political Theatre Could Transmit To The Stock Markets As Second Phase Of Polling Ends(08:35) No Recovery In Entry Level Cars This Year, says Maruti Chief.(10:01) Global Debt At Levels Not Seen Since 1820s says WEF Chief.(11:08) 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 Problem(23:33) How Sugar Prices Are Rising Because Of Heat Waves(30:35) Musk Skips New Delhi, Lands In Beijing 5 Days Later, Hawks Robotaxis Now(32:49) Energy Transition Drives Big Metals And Mining Deals, Trading BetsSubscribe to How India's Economy Works with Puja Mehra
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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
(00:00) Stories Of The Day(00:50) Indian Markets May Be Hit By Wall Street Blues(02:47) How Many Players Does India’s Telecom Sector Really Need?(05:51) Kotak’s Technology Fuelled Bets And A TCS Announcement On AI(12:28) How Practical Is Inheritance Tax?(23:33) Why Its Getting Tougher To Get Away With Misleading Product ClaimsSubscribe to How India's Economy Works with Puja Mehra
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On Episode 278 of The Core Report, financial journalist Govindraj Ethiraj talks to Sushil Choksey, Managing Director of Indus Equity Advisors.
SHOW NOTES
(00:00) Stories Of The Day(01:00) Small Caps Race Ahead Again As Broad Markets Crawl(05:02) IT Companies Stare At Another Slow And Worrying Year Ahead(07:56) RBI Cracks Down On Kotak Credit Cards(11:25) Reliance 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
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On Episode 277 of The Core Report, financial journalist Govindraj Ethiraj, talks to Ajit Dayal, Founder of Quantum Mutual Fund.
SHOW NOTES
(00:00) Stories Of The Day(01:00) Small Caps Are Powering Back In Sign That Confidence Levels Are Rising Again(02:39) Gold Prices Take A Big Knock But Macro Demand Indicators Still Strong(07:01) India’s Business Activity Grows At Fastest In 14 Years(08:05) Adani Wants To Settle An Allegation With Sebi Which It Denied(09:57) Apple China iPhone Sales Crash, India Matters More(11:39) Index Hits 75000, Is It Safe To Invest At New Peaks?Subscribe to How India's Economy Works with Puja Mehra
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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
(00:00) Stories Of The Day(01:00) Markets Stage Relief Rally, Search For Fresh Directions, Tech Stocks Lose Ground On Wall Street(02:47) Oil Prices Are Falling Fast, Now At $86 A Barrel(05:08) Reliance Industries Now A $120 Billion Company(06:25) Diamond Exports Fall Sharply(07:19) Insurance Regulator Wants New Health Insurance Products Including For Older People, Will Companies Deliver?Subscribe to How India's Economy Works with Puja Mehra
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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
(00:00) Stories Of The Day(01:00) Markets And Oil Recover From Middle East Tensions, All Eyes On Earnings(07:07) Insurance Companies Will Now Offer Health Coverage For Pre-Existing Conditions Like Cancer As Well, Age Limit Of 65 Years Removed(08:41) What Exactly Is Going On With Elon Musk’s India Investment(13:10) Indian IT’s Falling Headcounts. What They Really Mean And Why The Prognosis Is Grim(25:50) Why A Policy To Offer Free Bus Rides To Women May Not Have The Desired EffectSubscribe to How India's Economy Works with Puja Mehra
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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.inThe Core Report: Weekend Edition ft Jyotivardhan Jaipuria (Video)
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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
(00:00) Stories Of The Day(01:00) Markets Struggle And Give Up Gains As Weakness Continues, Crude Down Below $87(03:03) Headcounts Continue To Fall In India IT Services Majors Amidst Flat Revenue Growth(05:36) Nestle Under Fire For Adding Sugar In Rs 2,000 Crore Cerelac Brand(09:33) Can Falling iPhone Sales Impact India Production(16:49) Elections Kick Off Today, What’s At Stake For India’s VotersFor more of our coverage check out thecore.in
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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
(00:00) Stories Of The Day(01:10) The Markets Fight To Hold Ground But End Lower. It's Back To Fed Gazing(03:20) Global Funds Are Retreating From Emerging Markets Like Asia(04:23) The Rupee Is Hitting Fresh All Time Lows(15:42) Can Gold Prices Keep Going Up(23:43) The World’s Fastest Growing Advanced Economy (24:50) Heatwaves In Philippines And Mumbai To Floods In DubaiFor more of our coverage check out thecore.in
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On Episode 271 of The Core Report, we feature a discussion between financial journalist Govindraj Ethiraj, veteran economic journalist and New Indian Express columnist Shankkar Aiyar, business adviser, researcher, author, and academic Rama Bijapurkar, and founder-director at CVoter Yashwant Deshmukh about the upcoming elections, voter behaviour, and much more.
SHOW NOTES
(00:00) Intro(02:06) Key findings of the CVoter survey (Yashwant Deshmukh)(04:19) Voter Demographics (Rama Bijapurkar)(09:08) Voter Engagement (Shankkar Aiyar)(12:47) Voter Aspirations (Rama Bijapurkar)(14:50) Voter Aspiration vs Experience I (Rama Bijapurkar)(17:53) Voter Aspiration vs Experience II (Shankkar Aiyar)(23:09) The idea of India I (Shankkar Aiyar)(25:04) The idea of India II (Rama Bijapurkar)(27:29) Voter Self-Identification (Rama Bijapurkar)(29:20) How are politicians optimising voter data and technology(32:14) Last wordsFor more of our coverage check out thecore.in
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On Episode 270 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director and Columnist, Business Standard.
SHOW NOTES
(00:00) Stories Of The Day(01:00) Markets Tank On Middle East Tension Spikes, Poised To Recover(02:44) India Will Outperform Japan & China As Most Compelling 12 Month Investment Case, Says Bloomberg Fund Manager Survey(04:47) Above Normal Rainfall For First Time In 8 Years, Says Met Department’s Monsoon Projections(07:05) BJP And Congress Put Out Manifestos, Looking At Them Through An Economic LensFor more of our coverage check out thecore.in
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Twitter | Instagram | Facebook | Linkedin | Youtube - Visa fler
