Afleveringen
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On Episode 527 of The Core Report, financial journalist Govindraj Ethiraj talks to Dhairyashil Patil, President of the All India Consumer Products Distributors Federation (AICPDF).
SHOW NOTES
(00:00) The Take
(04:50) The markets saw their best week in three months, where will they go next?
(07:50) The dollar is weak and the rupee is steady
(08:20) Large gold shipments continue to move around the world on fear of US import tariffs
(10:17) Why are Indian consumer product distributors taking quick commerce companies to the competition commission?
(21:51) And Bill Gates recommends this for fighting food shortages
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AI is reshaping the future of consumer goods, logistics, and quick commerce. In this conversation, Govindraj Ethiraj speaks with Suresh Narayanan, Chairman & MD of Nestlé India, about how AI is helping companies optimize supply chains, demand forecasting, procurement, and distribution.From reducing logistics costs by 500 million rupees to using AI for better coffee and cocoa price predictions, this discussion reveals how AI-driven predictive models are changing the game for businesses and consumers alike.(00:00) Introduction(01:50) How AI can help utilise all the data of consumer companies(03:30) The data and forecasting in coffee(05:43) The value of AI should be before it leaves the factories(08:18) AI and crop estimates(10:05) importance of data integrity(11:00) Logistics, delivery, and offtake cycles(13:21) Stocking and AI predictive(15:49) Quick commerce(17:55) Optimise volume business to pay for disaggregated business(19:46) Understanding the consumer space(21:30) Category wise consumer trends(22:44) Premiumisation for Nestle(24:00) What Nestle stands forAI is revolutionizing supply chains, logistics, and quick commerce. Watch our exclusive conversation with Suresh Narayanan, Chairman & MD of Nestlé India, on how AI is optimizing demand forecasting, procurement, and distribution.
Listeners! We await your feedback....
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Zijn er afleveringen die ontbreken?
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On Episode 525 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder, Equinomics Research & Advisory Pvt Ltd as well as C S Vigneshwar, President, Federation of Automobile Dealers Associations (FADA).
SHOW NOTES
(00:00) The Take
(03:43) Markets continue their upward rise on lower oil prices
(15:01) The RBI could tighten norms for lending against gold in sign of overheated market.
(15:57) Auto sales are falling as customers postpone decisions and financiers tighten their purses
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On Episode 524 of The Core Report, financial journalist Govindraj Ethiraj talks to Chandrakant Lahariya, Consultant Physician and Founder- Director Foundation for People-centric Health Systems (FPHS) as well as Prabhu Dhamodharan, Convenor at the Indian Texpreneurs Federation.
SHOW NOTES
(00:00) The Take
(04:41) The markets stage a smart rebound. Will they hold
(07:17) Reliance Retail’s valuation is half of what it had raised funds two years ago as company embarks on cost cuts
(09:46) How India’s apparel export industry hopes to benefit from the latest tariff war
(19:13) India’s obesity levels are rising and why that is an issue individuals and organisations should be talking about
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On Episode 523 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Arunabha Ghosh, CEO, Council on Energy, Environment and Water (CEEW).
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets on standby as tariff bombs start dropping
(03:12) Oil prices are sliding down now even as gold prices look up
(04:27) Trump friendly WSJ calls tariffs the dumbest move for whacking friends not adversaries
(06:17) Warren Buffet says Trump moves against Canada and Mexico are act of war
(09:03) Amazon to invest in data centre in India
(10:17) How ready is India for extreme temperatures in March?
Listeners! We await your feedback....
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On Episode 522 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, veteran market analyst as well as Captain Sam Thomas, President of the Airline’s Pilots Association of India (ALPA).
SHOW NOTES
(00:00) Stories of the Day(00:50) Markets on pause as more tariff bombs start flying(14:26) Why does the Government like gold?(16:19) FDI into India has fallen in the last quarter(17:23) India manufacturing slows even as China picks pace(20:43) Are airlines not hiring pilots from each other?
Listeners! We await your feedback....
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On Episode 521 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda as well as Ajit Velonie, Senior Director at CRISIL Ratings Ltd.
SHOW NOTES
(00:00) The Take
(05:38) Can Indian markets recover from this drubbing?
(09:53) India’s GDP last year was now 9.2%. It has emerged even as GDP for the third quarter rises
(11:13) Outlook for the economy amidst strong agricultural demand
(20:38) Will lower risk weightages boost consumer loans and thus demand in the economy?
Listeners! We await your feedback....
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In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Harsh Mariwala, Chairman of Marico, to discuss his incredible journey of building one of India’s most successful consumer goods companies. Discover how his passion for innovation and entrepreneurship transformed Marico into a market leader with iconic brands like Parachute and Saffola.
SHOW NOTES(00:00) Introduction(01:35) Innovation at Marico(05:20) Innovation in Parachute(07:30) Coconut oil Bottles and Reducing Plastics(11:43) Innovation in Saffola and being a leader in oats(13:48) Differentiation and technology(15:43) Facilitating Organisations and creating business opportunities(20:08) D2C brands and Growth Avenues(25:36) Multinationals v Local Players(28:33) How the name ‘Parachute’ came about(30:05) Companies that are exemplary currently(33:00) Entrepreneurs and Talent(35:27) Business problems today and disruptions(38:00) US markets
Listeners! We await your feedback....
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On Episode 519 of The Core Report, financial journalist Govindraj Ethiraj talks to Varun Singh, Managing Director at XIPHIAS - Certified Investment Migration consultant. We also feature an excerpt from a recent panel discussion moderated by the Core’s editor-in-chief (at BioAsia 2025 in Hyderabad) which featured amongst others G.V. Prasad, Co-Chairman & Managing Director Dr. Reddy's Laboratories, India.
SHOW NOTES
(00:00) Stories of the Day
(01:09) The markets go flat in search of signals
(05:44) Brace for one of the warmest March ever
(07:25) A personal story in the life sciences innovation journey
(16:39) India’s G20 Sherpa Amitabh Kant says Mahindra and Tatas will give Tesla a run for its money
(18:21) The new US gold card replacing the EB5, what will be the outcome?
(28:08) Air cargo is growing but growth slows down in January
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On Episode 518 of The Core Report, financial journalist Govindraj Ethiraj talks to Bjarne Schieldrop, Chief Commodities Analyst of SEB Research. We also feature an excerpt from our interview with Noshir Kaka, Senior Partner, Mumbai at McKinsey & Company from the recent Nasscom Technology Leadership Forum 2025 in Mumbai.
SHOW NOTES
(00:00) Stories of the Day
(01:29) The markets are still struggling to find a bottom
(02:58) RBI reduces risk weightages for banks, possibly to drive retail demand revival
(04:19) How natural gas demand for Europe is driving a potential Russia-Ukraine peace deal
(04:53) BP to increase oil & gas investment to $10 billion per year in return to fossil fuel focus
(16:27) The EU wants India to open up too, just says it more nicely
(19:15) Where is AI taking us and Indian enterprises?
(30:01) Tesla sales fall 45% in Europe as scepticism about an early India success rises
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On Episode 517 of The Core Report, financial journalist Govindraj Ethiraj talks to Kinjal Shah, Senior Vice President & Co-Group Head, Corporate Ratings, ICRA. We also feature an excerpt from our interview with C Vijayakumar, CEO at HCL Tech from yesterday’s Nasscom Technology Leadership Forum in Mumbai.
SHOW NOTES
(00:00) Stories of the Day
(01:19) Markets hammered once again even as institutional brokerage buy calls rise
(05:13) We need to transition from an input centric model to an outcome centric model, HCL Tech CEO C Vijayakumar to The Core
(11:06) Indian IT to grow faster this year, expand workforce
(12:30) Rating agency ICRA projects improved revenues on rural revival and increased Govt spend
(20:47) Apple to hire 20,000 workers in US in definite hit to global sourcing
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On Episode 514 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at PRIME Database Group; Kunal Shah, Head of Commodities at Nirmal Bang as well as Amit Pabari, Managing Director at CR Forex Advisors.
SHOW NOTES
(00:00) The Take: A Minister’s Bad Flight Sparks a Bigger Question
(05:38) Small and mid cap indices are fighting back
(08:45) Rupee is steady, forex reserves fall.
(09:29) Winter rains are short and the wheat crops might be hit
(14:18) Can a reciprocal tariff include GST as well?
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The COVID-19 pandemic disrupted education for over two years, causing significant learning loss among millions of children across India. In this insightful interview, Govindraj Ethiraj speaks with Anurag Behar, CEO of Azim Premji Foundation, about the innovative and impactful strategies implemented to recover learning loss and rebuild foundational literacy and numeracy among students.
(00:00) Introduction
(03:00) Learning Loss during COVID
(05:14) How do you recover lost learning?
(07:00) Assessment Method/Tool
(10:51) Example of an Assessment Method
(12:50) Multiple levels of learning loss. Particularly in Primary grades.
(16:54) Operationalising the solution is difficult
(20:00) Issues in operationalisation
(24:55) Wide variation and relative loss from pre pandemic
(29:00) What can be replicated in solving the learning loss
(32:26) The Learning Crisis
(35:19) An inspiring story
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On Episode 514 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at PRIME Database Group; Kunal Shah, Head of Commodities at Nirmal Bang as well as Amit Pabari, Managing Director at CR Forex Advisors.
SHOW NOTES
(00:00) Stories of the Day
(01:00) The large caps are weak but the mid and small cap segments are rising
(05:12) The untold story. FPIs sold Rs 120,000 crore of stock in 2024 but they also bought Rs 120,000 crore worth of IPOs
(14:05) Gold prices hit a fresh high as banks struggle to move bullion bars around the world
(23:14) The rupee is on firmer footing this week
(30:06) Why companies from Schneider Electric to ABB are reporting sharp rises in profits
Listeners! We await your feedback....
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On Episode 513 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Head Investment Strategist of Geojit Securities as well as B.V. Krishna Rao, president of the Rice Exporters' Association (REA).
SHOW NOTES
(00:00) The Take
(04:31) Are the markets circling the bottom even as they fight back?
(17:07) S&P says limited impact of US tariffs on India as it is a domestic economy.
(19:26) China makes life difficult for Tesla cars in tit for tat.
(20:25) Rice stocks are at record highs and exporters want more curbs to be lifted.
(26:44) Salaries are still projected to rise in India even as attrition continues to fall.
Listeners! We await your feedback....
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On Episode 512 of The Core Report, financial journalist Govindraj Ethiraj talks to Probal Sen, Senior Analyst, Indian Oil & Gas Sector at ICICI securities.
SHOW NOTES
(00:00) Stories of the Day
(01:00) The markets are flat again and that’s a good sign
(03:27) Fresh upside targets set as Trump uncertainties drive up gold prices again
(06:15) Making sense of Trump’s reciprocal tariffs on India, sectors hit and the hit
(08:47) India will import more LNG from the USA, what could that mean?
(21:13) Tesla is set to roll into India, on the back of unprecedented concessions
(23:07) Vietnam goes DOGE too, announces cut backs in Government
DISCLAIMER (For segment ft. Probal Sen)
ICICI Securities Limited is a SEBI registered Research Analyst having registration no. INH000000990. It is confirmed that the Research Analyst or his relatives or I-Sec do not have actual/beneficial ownership of 1% or more securities of the subject company, at the end of 17/02/2025 or have no other financial interest and do not have any material conflict of interest. I-Sec or its associates might have received any compensation towards merchant banking/ broking services from the subject companies mentioned as clients in preceding 12 months.
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On Episode 511 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder, Global Trade Research Initiative as well as Jaspreet Bindra, Co-Founder and CEO of AI&Beyond.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets breakthrough on the 8th day to end positive.
(02:28) Gold prices continue to rise on Trump induced uncertainty
(03:53) India is unveiling massive nuclear power building plans
(05:24) China is wooing its private sector once again to fight the big fight
(06:52) India’s trade deficit rises, what does that mean in the context of tariff wars?
(15:59) India is unveiling AI compute capacity, how will it work?
Listeners! We await your feedback....
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On Episode 510 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO of Ananta Aspen Centre as well as Sheetal Sapale, Vice President at Pharmarack.
SHOW NOTES
(00:00) The Take(05:57) Indian markets fall below $4 trillion(08:06) China gained $1.3 trillion even as India lost $760 billion as funds rotated back into China after DeepSeek(10:17) What was India hoping to achieve at the India-US trade talks?(20:41) Why heart failure therapies and diuretics are lifting the growth of the cardiac drugs market
Listeners! We await your feedback....
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This week financial journalist Govindraj Ethiraj is joined by Dheeraj Sinha Group CEO- India and South Asia, at FCB. They discuss the competitiveness of Indian Brands in the global market, catering to different markets in terms of marketing campaigns, improvements in Indian Product design, adapting to short form video, working with influencers and much more. Tune in for insights on marketing and current consumer trends.
(00:00) Introduction
(02:00) State of Indian Brands
(04:43) World Class Excellence
(06:17) Indian Design
(07:11) Designing for India
(08:38) Examples of Indian Brands
(10:27) Adjusting the messaging for different markets
(11:50) Understyling
(12:33) Venturing in different markets
(14:25) Examples of Products
(17:25) FCB’s composition
(19:00) Short form design + digital
(20:52) How a data point can influence marketing
(22:22) Data sets
(23:15) Broad understanding of patterns
(25:22) working with influencers
(28:02) Talent
(32:00) Investment in India
(33:43) Categories have stopped growing
(39:00) Notable campaigns
Listeners! We await your feedback....
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On Episode 508 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas as well as Avinash Gorakshakar, Head Research at Profitmart Securities Pvt. Ltd. We also feature an excerpt from our interview with Sandeep Kumar Gupta , Chairman and Managing Director, GAIL (India) limited.
SHOW NOTES
(00:00)Stories of the Day (00:41)The markets slide for the seventh day even as Asian markets perk up (02:48)Small Cap Vs Large Cap Debate (12:34)The New Income Tax Bill Will Be Old When It Arrives. (20:32)How India is using gas to power economic growth
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- Laat meer zien
