The Core Report

Are investors ignoring India’s best value stocks while chasing the next big opportunity? In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Sanjeev Prasad, Managing Director & Co-Head at Kotak Institutional Equities, about value investing, Indian stock market valuations and why some large-cap stocks are struggling to attract attention. Sanjee...

On Episode 1020 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist at Emkay Global. We also feature an excerpt from our recent Special Edition featuring Amit Agarwal , CEO at EAAA India Alternatives, part of the Edelweiss Group. SHOW NOTES (00:00) Stories of the Day (00:41) Oil Markets Worry About The Longer Term (02:03) Indian Markets Have A Good Ru...

On Episode 1019 of The Core Report, financial journalist Govindraj Ethiraj talks to Piyush Pandey, Senior Vice President, Institutional  Equity Research (Lead Analyst) - IT, Telecom, Internet and Power at Centrum India as well as Masaharu Morita, Founder and Program Director at NURA - AI Health Screening Centre. SHOW NOTES (00:00) Stories of the Day (00:47) All Signs Continue To Point To A Long Wa...

On Episode 1018 of The Core Report, financial journalist Govindraj Ethiraj talks to Jaspreet Bindra, Co-founder and CEO at AI&Beyond as well as Matthew Morgan, Partner and the Chief Operating Officer at Eisner Advisory Group LLC. SHOW NOTES (00:00) Stories of the Day (01:00) Oil Prices Stay Unrelentingly High (01:42) Diesel Is The New AI For India As Govt Refiners To Boost Production By Over 1...

On Episode 1017 of The Core Report, financial journalist Govindraj Ethiraj talks to Chanakya Chakravarty, Global Real Estate Investor and Capital Strategist. SHOW NOTES (00:00) Stories of the Day (00:50) More World Leaders Join The Hunt For Gasoline (04:34) Neoclouds Are Under Pressure On Wall Street, Opening Up Fresh Chink In AI Armour (05:53) Uday Kotak’s Warning On The Cost Of FCNR Deposits (07...

On Episode 1016 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Mittal, Director at AeroIntellect Aviation as well as Saket Mehra, Partner and Automotive & EV Industry Leader at Grant Thornton Bharat. SHOW NOTES (00:00) The Take (06:17) Middle East Braces For Highest Uncertainty Since War Began As Oil Prices Keep Pace (08:20) TCS Stock, A Bright Spot In A Gloomy Market...

Are Paytm, Blinkit and Meesho building more earnings potential than investors recognise? In this episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Nirav Sheth, CEO of Institutional Equities at Emkay Global, about platform businesses, stock market valuations and India’s next growth opportunities. Sheth explains why reported profits and losses may not tell the full story of a...

Why are foreign investors selling Indian stocks when India’s economy continues to grow? The answer goes beyond corporate earnings to the returns investors keep after taxes, currency losses and the risks they take. In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Ajit Dayal, Founder of Quantum Advisors Private Limited, about foreign portfolio in...

On Episode 1013 of The Core Report, financial journalist Govindraj Ethiraj talks to Dinesh Kanabar, Founder, Chairman & CEO of Dhruva Advisors. We also feature an excerpt from our recent Special Edition featuring Jitendra Gohil, CFA, CIO – Listed Equities at Bajaj Alternate Asset Management Limited. SHOW NOTES (00:00) Stories of the Day (01:00) When Will Fuel Prices Rise At The Pump? (03:25) M...

On Episode 1012 of The Core Report, financial journalist Govindraj Ethiraj talks to Sachin Sawrikar, Managing Partner at Artha Bharat Investment Managers. We also feature an excerpt from our recent episode of our show How India’s Economy Works hosted by Journalist and Author Puja Mehra and featuring Ajay Srivastava, Founder at the Global Trade Research Initiative (GTRI). SHOW NOTES (00:00) Stories...

On Episode 1011 of The Core Report, financial journalist Govindraj Ethiraj talks to Nishant Arora, Senior Vice President of Marketing at Netcore Cloud as well as Nakul Saxena, Business Head - Housing Finance, Kotak Mahindra Bank. SHOW NOTES (00:00) Stories of the Day (00:50) Oil Prices Are In Dangerous Territory (01:26) Rubio Comes To Reliance (04:47) The Last Man Standing In AI Stocks (06:30) Sma...

Should you sell your mutual funds when returns disappoint, or give your investments more time? In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with Swarup Mohanty, Vice Chairman & CEO of Mirae Asset Investment Managers (INDIA), about weak mutual fund returns, stock market uncertainty and what investors should consider before deciding to exit. S...

On Episode 1009 of The Core Report, financial journalist Govindraj Ethiraj talks to Manas Majumdar, Partner and Leader - Oil & Gas, Fuels & Resources at PWC India as well as Ketan Dalal, Tax Expert and Founder at Katalyst Advisors. SHOW NOTES (00:00) The Take (04:41) Indian IT Stocks Are Beating Chip Stocks (08:05) Why India Is Now A Swing Country In Petroleum Refining (19:55) US Once Agai...

In this premiere episode of Legacy Forward, financial journalist Govindraj Ethiraj speaks with Arjun Chowgule, MD of Chowgule Group, a century-old business group that has lived through industrial shifts, family transitions, global competition and now, the green transition. Chowgule’s shipbuilding journey began with barges used to transport iron ore along Goa’s rivers. Today, the business builds hy...

Indian Railways could turn more than 500 old diesel engines into a new export opportunity as electrification changes the role of its diesel fleet. In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Rahul Mithal, Chairman and Managing Director of RITES LTD, about diesel locomotive exports, India’s infrastructure investment and the business of find...

On Episode 1006 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-Founder & Chief Global Strategist at PACE 360 as well as Bhavesh Jain, Managing Director & CEO at TransUnion CIBIL. SHOW NOTES (00:00) Stories of the Day (00:50) Why Indian Markets Jumped A 1,000 Points On Thursday (05:35) Could There Be More Cross Border Energy Deals Between India And The US?...

On Episode 1005 of The Core Report, financial journalist Govindraj Ethiraj talks to Vishal Mehta, India Leader – Energy Practice at Boston Consulting Group (BCG) as well as Harsh Roongta, Founder at Fee Only Investment Advisers LLP. SHOW NOTES (00:00) Stories of the Day (00:50) Goldman’s Big Prediction For Indian AI Stocks (03:15) Rupee Continues To Rise As RBI Battles Speculation (04:56) Wholesal...

On Episode 1004 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda Research as well as Amir Durrani, President Global Application, Business Process Services and Data practice at NTT DATA Inc. SHOW NOTES (00:00) Stories of the Day (00:50) Why IT Stocks Are Bouncing Back (01:32) Talk Of A Revisit Of Capital Gains Tax Rates On Investo...

On Episode 1003 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist at ICRA Ratings as well as Anindya Banerjee, Head of Research at Kotak Neo. SHOW NOTES (00:00) The Take (00:50) Large Caps Continue To Take A Beating, Reliance Hits 18-Month Low (03:04) Mutual Fund Inflows Hit Fresh Records (03:58) Why China’s Gold Strategy Is Important To Note (04:59)...

On Episode 1002 of The Core Report, financial journalist Govindraj Ethiraj talks to Srikanth Velamakanni, Chairperson of industry body Nasscom and Co-Founder and Group CEO at Fractal Analytics. SHOW NOTES (00:00) The Take (06:17) Markets Could Come Under Pressure From Fresh West Asia Tensions (09:24) Why Heavy FPI Selling, Including $4.5 Billion This Month, Will Challenge RBI’s Moves To Lift The R...

Why did IKEA pause its expansion in India, and what has changed now? Is IKEA an affordable furniture brand or an He also addresses whether IKEA charges more in India, explains the company's €400 million sourcing operations in the country, and reveals why he sees similarities between IKEA's position in India today and its growth journey in Russia 15 years ago. As India's retail market e...

On Episode 1000 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, CEO at Tax Compaas and Prashant Agarwal, Indirect Tax Partner at PWC. We also feature an excerpt from our recent Special Edition featuring Swati Khemani, Founder and CEO at Carnelian Capital. SHOW NOTES (00:00) Stories of the Day (01:09) Why The Sensex Has Hit A Near Three Year Low (04:07) A Merchant Ch...

On Episode 999 of The Core Report, financial journalist Govindraj Ethiraj talks to Radhika Rao, Senior Economist and Executive Director at DBS Bank as well as Dharmakirti Joshi, Chief Economist at CRISIL. SHOW NOTES (00:00) Stories of the Day (00:50) Markets Turn Around As Oil Prices Rise (03:40) What Does The RBI Rate Hike Really Mean? (15:52) The Silent Shift In India’s Exports And Guess Which C...

On Episode 998 of The Core Report, financial journalist Govindraj Ethiraj talks to Saharsh Damani, CEO at FADA as well as Abhishek Gupta, Founder, Managing Partner, Pierag Consulting. SHOW NOTES (00:00) Stories of the Day (00:50) Crude Oil Is Flowing Out Of West Asia But Not Refined Products Like Diesel (02:53) Markets Continue Recovery As Oil Prices Fall (05:17) Power Demand Is Rocketing As Count...

On Episode 997 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda Research as well as Amit Pabari, Managing Director at CR Forex. SHOW NOTES (00:00) Stories of the Day (00:50) A Trade Deal With The US Appears Distant And Near Impossible Now (04:47) Could RBI Hold Rates In Its Credit Policy This Week And Why? (14:13) Airlines Are Ra...