The Core Report

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...

On Episode 996 of The Core Report, financial journalist Govindraj Ethiraj talks to Umesh Revankar, Executive Vice Chairman at Shriram Finance Limited (in an excerpt from our Special Edition ) as well as Shankkar Aiyar, economic journalist, columnist and author. SHOW NOTES (00:00) The Take (04:34) Oil Prices And Bond Yields Will Determine If Weak Markets Can Recover (06:13) India’s Foreign Exchange...

India has built one of the world’s largest pharmaceutical industries. But scale alone is no longer enough. In this episode of The Core Report: Weekend Edition , Govindraj Ethiraj speaks with Manish Sabharwal, Chairman and Co-founder of TeamLease Services, about what India’s pharma success can teach the rest of the economy and why the country still struggles to turn entrepreneurial ambition into gl...

On Episode 994 of The Core Report, financial journalist Govindraj Ethiraj talks to K. Ravichandran is the Executive Vice President and Chief Rating Officer at ICRA Limited as well as Vaiibhavv Chugh, CEO at Abakkus Mutual Fund. SHOW NOTES (00:00) Stories of the Day (01:22) Oil Flows Through The Strait Of Hormuz Are Only 11% Shy Of The Pre-War Peak (05:12) The Sensex Has Fallen 20% This Year In Dol...

On Episode 993 of The Core Report, financial journalist Govindraj Ethiraj talks to Peter McGuire, CEO of Trading.com Australia and Chief Market Strategist for the Asia-Pacific region at XM as well as Shriram Subramanian, founder and managing director at InGovern Research Services. SHOW NOTES (00:00) Stories of the Day (01:15) Why Indian Markets Have Gone Back 25 Years (03:26) What The Combination...

On Episode 992 of The Core Report, financial journalist Govindraj Ethiraj talks to Jaya Dhindaw, Executive Program Director, Sustainable Cities and Director at WRI India Ross Center as well as Kanan Bahl, Founder at Fingrowth Media. SHOW NOTES (00:00) Stories of the Day (01:16) Why Oil Price Uncertainty Will Continue To Batter Markets (03:20) The List Of Prominent Companies’ Stock Price Hitting 52...

On Episode 991 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre. SHOW NOTES (00:00) The Take (04:44) Oil Prices And Stalemate In West Asia Will Determine Market Direction This Week (07:26) Get Set For Price Rises Across The Economy (09:26) Government Asks Businesses With Captive Power Plants To Work At Full Capacity And Sell Surplus Pow...

The global economy is shifting from low-cost manufacturing towards secure and resilient supply chains, changing how capital flows across emerging markets. In this episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Jahangir Aziz, Co-Head of Macroeconomic Research, J.P. Morgan, about India's foreign investment challenges and its opportunity to position itself as a secure manuf...

On Episode 989 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder at Equinomics Research as well as Vivek Merchant, Director at Swan Defence and Heavy Industries Limited (SDHI) from our extended Special Edition interview . SHOW NOTES (00:00) Stories of the Day (01:13) Liquidity Stretched Markets Take A Dive On Bank Bad News (01:40) US President Donald Trump...

On Episode 988 of The Core Report, financial journalist Govindraj Ethiraj talks to HP Ranina, Supreme Court advocate, chartered accountant, and expert on Indian tax and corporate laws. SHOW NOTES (00:00) Stories of the Day (01:13) Oil Prices Steady As Markets Watch US-Iran Talks In New York (02:04) Why A Diesel Shortage In The West Could Become A Global Challenge  (05:52) A Fresh Bull Case For Gol...

On Episode 987 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Batra, Head of Asia & Co-Head of Global Emerging Markets Equity Strategy and Chief India Equity Strategist at J.P. Morgan as well as Nikhil Dubey, Senior Research Analyst, Refining & Modeling at Kpler. SHOW NOTES (00:00) Stories of the Day (01:17) Iran Makes Fresh Overture For Peace Even As UN General...

On Episode 986 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Lohia, Managing Director of Jupiter Wagons. We also feature an excerpt from our recent Special Edition featuring Dr. Rajiv Kumar, former Vice Chairman of NITI Aayog and Chairman of Pahle India Foundation. SHOW NOTES (00:00) Stories of the Day (00:50) UN General Assemby Meets In New York, Will It Provide The Pa...

On Episode 985 of The Core Report, financial journalist Govindraj Ethiraj talks to Hetal Dalal, President and COO at IiAS as well as Abizer Diwanji, Founder at NeoStrat Advisors. SHOW NOTES (00:00) The Take (04:41) Markets Brace For A Tough Week With War Intensifying In Multiple Theatres (08:25) Direct Tax Collections Continue To Rise (09:41) Did The Tata Sons Board Overstep Its Authority In Reapp...