The Core Report The Core Team

On Episode 314 of The Core Report, financial journalist Govindraj Ethiraj takes you through the top business stories of the day. We also feature an excerpt featuring DK Joshi, chief economist at CRISIL, from a recent weekend edition panel discussion on India’s economic agenda.
SHOW NOTES
(00:00) Stories Of The Day(03:05) Friday sees 1,600 point jump as markets settle down to new order, set to stabilise further(05:38) India’s medium term growth targets, revisiting them in the context of a new Government(12:55) China slows down on buying gold, will that affect prices?
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This week on The Core Report: Weekend Edition, join financial journalist Govindraj Ethiraj as he dissects the short-term economic challenges and opportunities facing the nation after the 2024 elections, specifically: growth projections with D K Joshi (Chief Economist at CRISIL), the impact of demonetization, GST, and COVID-19 on small businesses with Yamini Aiyar (visiting senior fellow at Brown University), and the future of IT jobs in the age of generative AI with Shankkar Aiyar (political economy analyst and author).
About Dharmakirti Joshi Dharmakirti Joshi is currently the Chief Economist at CRISIL-An S&P Global Company. With over 34 years of experience in economic research and consultancy, his career began in NCAER where he spent 11 years.
About Yamini Aiyar Yamini Aiyar was the President and Chief Executive of the Centre for Policy Research. In 2008, she founded the Accountability Initiative at CPR, which is credited with pioneering one of India’s largest expenditure-tracking surveys for elementary education.
About Shankkar Aiyar Aiyar is a prominent India-based political economy analyst, columnist and author. His path-breaking book Accidental India: A History of the Nation’s Passage through Crisis and Change has fetched him national acclaim as a public intellectual.
The Core Report: Weekend Edition (Episode 313) on Youtube
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On Episode 312 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as Viktor Vanya, director and co-founder of energy analytics company EMA Solutions.
SHOW NOTES
(00:00) Stories Of The Day(03:43) Markets regain more ground, set to stabilise further.(12:49) Oil prices edge up after Saudi minister says they might hold back on supply increases(13:25) Sharp spikes in prices of tomato, potato and onions push up food costs again(16:09) Demand for LNG is spiking as more gas based power plants start firing up to meet power shortages
For more of our coverage check out thecore.in
Check out Puja Mehra's book The Lost Decade (2008-18): How India's Growth Story Devolved into Growth Without a Story
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On Episode 311 of The Core Report, financial journalist Govindraj Ethiraj talks to Nitin Gupta, senior research analyst at Emkay Global Financial Services, Jigar Pandit, head of commodities at Sharekhan by BNP Paribas as well as Puja Mehra, economic journalist and author.
SHOW NOTES
(00:00) Stories Of The Day(02:55) The markets jump 3% as the NDA government gets set to rule for another term. Markets set to stabilise further(06:56) Shifting themes within the markets: why consumer goods stocks are doing well even as capital goods stocks slide(15:31) Gold and silver are edging up again, where do they stand at times like this?(20:47) The major economic imperatives for India and a new Government, looking back, looking forward(28:04) Delhi’s Hindon Airport gets more airlines including the first major one
For more of our coverage check out thecore.in
Check out Puja Mehra's book The Lost Decade (2008-18): How India's Growth Story Devolved into Growth Without a Story
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On Episode 310 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, managing director of DRChoksey FinServ, Dipen Mehta, founder director at Elixir Equities as well as Viktor Katona, lead crude analyst at Vienna based energy intelligence firm Kpler.
SHOW NOTES
(00:00) Stories Of The Day(02:36) The stock markets fall close to 6% as BJP is forced into a coalition to govern(04:49) Why did the markets fall so much and what stocks led the fall?(12:22) As markets look beyond Modi stocks, what are the new investment themes going forward?(22:56) Oil prices are still falling, which is good news for India too. What is driving it and how long could it remain low?
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On Episode 309 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, head of investment strategy and senior vice president at Geojit Financial Services.
SHOW NOTES
(00:00) Stories Of The Day(01:57) Markets set to rise in volatile trade on vote counting day(11:56) Oil prices fall further, now below $79(13:28) How India’s renewed plans for a manufacturing thrust could play out(15:10) Aviation goes places in 2024 with close to 5 billion travellers and $1 trillion in revenues projected
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