On Episode 277 of The Core Report, financial journalist Govindraj Ethiraj, talks to Ajit Dayal, Founder of Quantum Mutual Fund. Our Top Reports For Today (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 … Read more
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 … Read more
In this conversation, journalist Puja Mehra speaks to deputy director and fellow at Carnegie India, Suyash Rai about manufacturing policy in India, Apple planned iPhone manufacture in India, whether PLI schemes actually work and much more. ABOUT SUYASH RAISuyash Rai is a deputy director and fellow at Carnegie India. His research focuses on the political … Read more
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. Our Top Reports For Today (00:00) Stories Of The Day (01:00) Markets And Oil Recover From Middle East … Read more
The Indian stock market has been witnessing continuous all-time highs. Recently, the Sensex benchmark breached 75,000 points. There’s been a remarkable synergy between economic growth and corporate earnings and robust earnings growth, especially post-Covid, has been a driving force behind the market’s upward trajectory. While there are worries about the overvaluation of stocks, the Indian … Read more
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. Our Top Reports For Today (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 … Read more
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. Our Top Reports For Today (00:00) Stories Of The Day (01:10) The Markets Fight … Read more
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 … Read more
On Episode 270 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director and Columnist, Business Standard. Our Top Reports For Today (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 … Read more
In this conversation, journalist Puja Mehra speaks to Former Finance Minister of Jammu and Kashmir Haseeb Drabu about the inner workings of the Kashmir economy, opportunities for businesses in the valley, what the abrogation of Article 370 meant for businesses and much more. ABOUT HASEEB DRABUHaseeb Drabu is an Indian politician, economist and the former … Read more