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The Core Report: Daily Summaries Delivered
by The Core
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
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- Yesterday29 min
#1029 Making Sense Of Markets And AI Trades
On Episode 1029 of The Core Report, financial journalist Govindraj Ethiraj talks to Devish Gala, Director of Branding, Marketing & Sales at Navneet Education in an excerpt from our Special Edition. We also feature an excerpt from our recent episode of How India’ Economy Works, hosted by journalist and author Puja Mehra and featuring Rahul Bajoria, Head of India and ASEAN Economic Research at Bank of AmericaSHOW NOTES Stories of the Day Making Sense Of Markets And AI Trades Inflation Could Trend Higher How Should The RBI Manage The Rupee? A Look At A 67-Year Old, Listed Company That Makes School Text Books In The Age Of AIFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
- 3 days ago33 min
#1028 Are Large Cap Stocks Becoming Too Cheap To Ignore? | Shripal Shah, Kotak Neo | Govindraj Ethiraj | The Core Report Weekend Edition
Large cap stocks are attracting renewed interest as falling prices and expectations of stronger earnings raise a question for Indian investors. Are India’s biggest listed companies becoming too cheap to ignore?In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Shripal Shah of Kotak Neo about large cap valuations, the Indian stock market and how investors are rethinking their portfolios.Shripal Shah says some investors are returning to large cap stocks following corrections in mid cap and small cap shares. Quality businesses at more reasonable valuations are drawing attention after sustained foreign portfolio investor selling.Citing Kotak Institutional Equities research, he outlines expectations of 17–18% earnings growth for Nifty 50 companies in FY2026–27, followed by approximately 15–16% the following year. He points to a forward price-to-earnings multiple of around 16 for the following year. The valuation case depends on those earnings expectations materialising.But finding value involves more than buying after prices fall. Shripal Shah argues that difficult markets have challenged expectations of easy profits and brought attention back to fundamentals, patience and long-term wealth creation.The conversation explores how investors move from experimenting with derivatives towards mutual funds, SIPs and investments linked to their financial goals. Shripal Shah explains why portfolio diversification across market caps, asset classes and geographies matters.Beyond equities, he discusses gold and silver ETFs, PMS, AIFs and global investing through GIFT City. He also makes the case for greater attention to debt, REITs and InvITs as portfolio options.India’s brokerage industry is changing alongside its customers. Shripal Shah examines the shift beyond derivatives towards wealth management and advisory services, the evolution of Kotak Neo, and why investors using digital platforms still seek human guidance.Could the next opportunity lie in large cap stocks that investors have been overlooking?Watch the full conversation for insights into Nifty 50 earnings, stock market valuations, portfolio diversification, retail investing and the changing business of stockbroking.Chapters:01:14 Introduction: Shripal Shah, Kotak Neo01:50 India's Shift From Savers to Investors04:01 Why Diversification Matters in Today's Markets05:36 How India's Brokerage Industry Is Changing07:04 Kotak's Shift From Traditional Broking to Digital09:03 Why Investors Want Both Technology and Human Advice11:29 Are Retail Investors Using Stock Market Research?12:34 Why Young Investors Are Starting With Derivatives14:00 How Investment Needs Change With Wealth15:40 PMS, AIFs and the Rise of Portfolio Investing17:20 Why Investors Are Returning to Large-Cap Stocks19:18 Gold, Silver and the Diversification Trade20:23 3 Crore New Accounts, but 50 Lakh Fewer Active Accounts21:54 Can Brokerages Move Beyond Derivatives?25:04 Why Human Advice Still Matters in Digital Trading26:49 India's Shift From Bank Deposits to Equities28:47 Global Investing and GIFT City Opportunities32:05 The Case for Debt, REITs and InvITs33:09 Why Kotak Securities Rebranded as Kotak NeoAre large cap stocks becoming too cheap to ignore? On The Core Report Weekend Edition, Govindraj Ethiraj and Shripal Shah of Kotak Neo discuss Indian stock market valuations and why investors are returning to large caps after the mid cap and small cap correction. Watch the full conversation to see what Nifty 50 earnings growth could mean for large cap valuations and portfolio diversification.#Nifty50 #IndianStockMarket #LargeCapStocks #Investing #TheCoreReport #TheCore
- 4 days ago22 min
#1027 Nifty Posts Best Weekly Performance In 5 Years As FIIs Step Up Buying
On Episode 1027 of The Core Report, financial journalist Govindraj Ethiraj talks to Bhavesh Jain, Managing Director & CEO at TransUnion CIBIL.SHOW NOTES Stories of the Day Nifty Posts Best Weekly Performance In 5 Years As FIIs Step Up Buying Oil Prices Drift Lower But Still Held Down By Uncertainty Adani In $2.8 Billion Deal For Europe’s Second Largest Liquid Storage Company India’s Gold Loan Market Is Growing To Sizes Unimaginable And Is Half Of Mortgages As Stress Rises Govt To Mandate Energy Storage For Electricity UtilitiesFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
- 5 days ago27 min
#1026 The Political, Economic and Market Impact Of The US Midterm Elections On India
On Episode 1026 of The Core Report, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, Veteran Market Expert; Sid Swaminathan, CEO at Jio Blackrock; and Indrani Bagchi, CEO at Ananta Aspen Centre.SHOW NOTES Stories of the Day Markets, Oil And The Rupee How Are Indian Markets Going To Respond To The Outcome Of The US Midterm Elections? Impact On Global Investing Themes And AI Investments The Geopolitical Impact Of The US Midterm Election OutcomeFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
- 6 days ago21 min
#1025 Will Markets Disconnect From Crude Oil Prices?
On Episode 1025 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Rahul Mirchandani, Chairman & Managing Director at Aries Agro Limited as well as Manisha Kapoor, CEO and Secretary General at Advertising Standards Council of India (ASCI).SHOW NOTES Stories of the Day Will Markets Disconnect From Crude Oil Prices? Sensex Is Up Near 4,000 Points In 5 Days Gold Demand Is Falling Sharply In India Sulphur Supply Has Improved But Prices Are Still High Indian Data Centres Could See A 5x Jump In Capacity In Next Four Years Driven By Rs 3,00,000 Crore Of Investments Some 60 Of 61 Nutraceutical Company Ads Processed By Ad Body Did Not Hold Up To Their ClaimsFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
- 1 weeks ago35 min
#1024 Festive Spirits And Tax Promises Lift Markets
On Episode 1024 of The Core Report, financial journalist Govindraj Ethiraj talks to Professor Prasanna Tantri, Associate Professor of Finance at the Indian School of Business (ISB); Manoj Mishra, Partner & Tax Controversy Management Leader at Grant Thornton Bharat; and, Michel van Hoey, a senior partner in McKinsey’s Luxembourg office.SHOW NOTES Stories of the Day Festive Spirits And Tax Promises Lift Markets Why Reliance Stock Prices Jumped On Monday Strong Results Continue To Pour In, As Consumption Stays Strong The Problem With Rising Bank Credit Will The Higher GST Numbers Sustain? Why India Is Now The Hottest Source And Destination For The Global Metals IndustryFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
- 1 weeks ago28 min
#1023 Oil Markets Brace For Yet Another Tough Week
On Episode 1023 of The Core Report, financial journalist Govindraj Ethiraj talks to Sushil Choksey, Founder & Managing Director at Indus Equity Advisors.SHOW NOTES Stories of the Day Oil Markets Brace For Yet Another Tough Week AI Trades Are Unwinding, Could India Benefit? World Bank Study Says India Lifted 496 Million People Out Of Poverty Between 2011 And 2023 GST Collections Jump 23% In October, Also Thanks To More Imports Why Reliance’s Share Price Is Held Down And What Could Unlock ItCheck out The Core's Earnings TrackerFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
- 1 weeks ago28 min
#1022 Why Nifty Returns Could Disappoint You For The Next 2 Years | Amar Ambani | Govindraj Ethiraj | The Core Report
Could Nifty returns disappoint over the next two years, even if Indian companies keep growing? In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with Amar Ambani, Executive Director at YES Securities, about the Indian stock market outlook, opportunities beyond the Nifty 50 and what investors need to consider before committing money for the long term.Amar Ambani explains why he expects single-digit Nifty returns over the next one to two years despite seeing signs of an oversold market. He discusses how foreign investor selling, elevated bond yields and competition for global capital could constrain large-cap stocks. For investors willing to look three to five years ahead, however, he believes valuations offer room for selective buying.The conversation explores why established businesses such as Asian Paints, Reliance Industries and Jubilant FoodWorks can face pressure on their stock prices for different reasons. From rising competition and investment cycles to weak sentiment, Ambani examines why a strong business does not automatically make an attractive investment. He also explains why he expects stock picking in mid-cap and small-cap companies to matter more when benchmark returns are modest.Where could opportunities emerge? Amar Ambani discusses banking stocks, consumer durables, power, defence and quick-service restaurants. He examines the recovery in appliance demand, the outlook for consumer spending and how AI data centres and electric vehicles could increase electricity demand. The discussion also considers whether competition among global AI companies could bring renewed attention to Indian businesses with earnings growth and healthy returns on capital.What could derail that outlook? Amar Ambani identifies rupee depreciation, sustained foreign portfolio outflows, elevated crude oil prices and geopolitical uncertainty as risks. He explains why investors should retain sufficient liquidity, avoid borrowing against shares to increase exposure and approach equity investing with a five-year horizon.At the heart of the conversation is a question for anyone concerned about Nifty returns. Should investors wait for a clear market recovery, or selectively buy before a trigger emerges? Amar Ambani shares how he evaluates sector growth, promoter quality, corporate governance, operating cash flow, return on capital and valuations when looking for long-term investment opportunities.Chapters:00:57 Amar Ambani on India's Stock Market Outlook01:53 Why Indian Equities Are Looking Oversold06:43 Why Leading Stocks Are Trading at Multi-Year Lows09:17 Can Large-Cap Stocks Deliver Strong Returns Again?09:34 Why the Next Two Years Could Be a Stock Picker's Market11:57 Can Domestic Investors Offset Foreign Selling?13:41 Where Are the Opportunities in Mid and Small Caps?13:50 Why Banks and Consumer Durables Look Attractive15:33 Power, Defence and the Next Investment Opportunities17:15 India's Consumer Demand and Spending Outlook19:20 Corporate Earnings and the Growth Outlook20:56 Are Strong Fundamentals Enough to Lift Stock Prices?21:34 Geopolitics, Crude Oil and Risks to Indian Markets23:11 Rupee Depreciation and Foreign Capital Flows24:32 How Should Investors Build Their Portfolios?25:46 Why Investors Need a Three-to-Five-Year Horizon26:45 What Makes a Company Worth Investing In?27:04 How to Evaluate Promoters, Cash Flows and Valuations29:31 Final Outlook: Selective Buying in an Oversold MarketWatch the full conversation for a deeper understanding of the Nifty 50 outlook, stock selection and long-term investing in India. Subscribe to The Core Report for conversations on business, the Indian economy and financial markets with Govindraj Ethiraj.#Nifty50 #IndianStockMarket #Investing #TheCoreReport #TheCore
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