The Core Report

On Episode 455 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director and columnist at Business Standard as well as Santosh Katariya, President of the Clothing Manufacturers Association Of India (CMAI). SHOW NOTES (00:00) Stories Of The Day (01:09) Markets are flat as flat goes (04:59) Rupee hits fresh low on expectation of interest rate cuts (...

On Episode 454 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist at Executive Vice President and Elara Securities as well as C S Vigneshwar, president of the Federation of Automobile Dealers Associations (FADA). SHOW NOTES (00:00) Stories Of The Day (00:50) Markets slide again as cues vanish (02:41) RBI's new governor is a IIT engineer (05:17) The investm...

On Episode 453 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic journalist and author Shankkar Aiyar. SHOW NOTES (00:00) The Take: The Uncertainty Machine (05:38) Markets pause after 5-day streak, could pick up positive Wall Street cues (08:37) Can the Sensex go to 105,000 in a year? (09:53) Forex reserves rise $1.5 billion after falling $48 bn in two months (11...

In this first edition of The Core Report: Business Books, Financial journalist Govindraj Ethiraj interviews Alok Sama, author of The Money Trap, discussing his experiences at SoftBank and Morgan Stanley. Sama's book reflects on the allure and pitfalls of wealth accumulation within the tech industry, using anecdotes from his career. The conversation explores the complexities of influential figures...

On Episode 451 of The Core Report, financial journalist Govindraj Ethiraj talks to Alok Sama, former President & CFO of SoftBank Group International. The excerpt is from a larger Interview we will be featuring over the weekend from our upcoming Business Books series of the The Core Report. SHOW NOTES (00:00) Stories of the Day (01:00) FIIs kick off a 3,000-point surge in Sensex in hot December...

On Episode 450 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijai Mantri, Co-Founder and Chief Investment Strategist at JRL Money as well as Garima Kapoor, Economist at Executive Vice President and Elara Securities. SHOW NOTES (00:00) Stories of the Day (01:00) The stock markets continue to rise, albeit steadily (02:38) Which way will liquidity flow in coming days, between I...

On Episode 449 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Jain, Chief Operating Officer at Wipro as well as Ajay Sharma, Managing Director (Valuations) at Colliers International. SHOW NOTES (00:00) Stories of the Day (01:09) The markets rise for third session, stabilising upwards now (02:45) The rupee falls again as RBI seemingly lets go (05:06) How Wipro is traini...

On Episode 448 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, vice president at the Korean Shinhan Bank SHOW NOTES (00:00) The Take: India’s Spiralling Real Estate Market (04:21) Markets hold ground, gain in the first trading session (05:18) The rupee hits another record low, what is the outlook? (14:46) Oil rises on perception of slow Chinese recovery (16:25) A...

On Episode 447 of The Core Report, financial journalist Govindraj Ethiraj talks to DK Joshi, Chief Economist at CRISIL Ltd. SHOW NOTES (00:00) The Take: The De-dollarization Debate Heats Up (05:09) Will markets pick up on US cues? (07:19) Oil prices slide further on demand woes (08:32) What is the arc of India’s GDP Growth? (19:38) Bank credit to NBFCs slows (20:39) US recommends severe duties on...

Video footage courtesy of Grace Hopper Celebration India in partnership with https://anitab.org/ India In this edition of The Core Report: Weekend Edition, Govindraj Ethiraj speaks to Sirisha Voruganti, CEO & MD of Lloyds Technology Centre India. A powerhouse engineer who has re-defined tech leadership across defence startups, Sirisha also led technology teams at MasterCard and JP Morgan Chase...

On Episode 445 of The Core Report, financial journalist Govindraj Ethiraj talks to Bjarne Schieldrop, Chief Analyst of Commodities at SEB Research as well as Tamal Bandyopadhyay, Consulting Editor at Business Standard. SHOW NOTES (00:00) Stories Of The Day (01:09) The markets demonstrate their weakness, diving on external cues (05:02) India’s trade minister says to wait till the Trump administrati...

On Episode 444 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Head Investment Strategist at Geojit Financial Services. SHOW NOTES (00:00) The Take: The Rich Getting Richer Is Not Helping (05:38) Markets steady again (06:31) Where are markets headed as the year ends? (12:05) Cyber Scams cross Rs 11,000 crore this year (13:29) Honda to launch electric two wheelers...

On Episode 443 of The Core Report, financial journalist Govindraj Ethiraj talks to chartered accountant Anand Bathiya, President of the Bombay Chartered Accountants' Society (BCAS). We also feature an excerpt from an interview with Axis Bank Chief Economist Neelkanth Mishra from the recent episode of our show “How India’s Economy Works” hosted by Puja Mehra. SHOW NOTES (00:00) The Take (06:07) The...

On Episode 442 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, Senior Vice President at Elara Securities as well as Ayaz Memon, veteran sports writer and commentator. SHOW NOTES (00:00) The Take : Where Is Consumption Going? (04:21) The markets coast on election results, it could be tougher here on. (07:20) The rupee’s best one day gain since June (09:34) Fast fa...

On Episode 441 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic writer and author Shankkar Aiyar as well as Sugandha Sachdeva, Founder of SS Wealthstreet. SHOW NOTES (00:00) Stories Of The Day (01:00) Indian markets rise away on political and global cues (03:43) Oil prices are inching up once again? (04:45) What does the Maharashtra victory for BJP mean for the...

Video footage courtesy of ⁠https://sahamati.org.in/⁠ In this episode of The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj engages with Nandan Nilekani, the former CEO of Infosys and a pivotal figure in shaping India's digital identity and financial inclusion landscape. The discussion touches upon the evolution of digital public infrastructure (DPI) in India, starting from th...

On Episode 439 of The Core Report, financial journalist Govindraj Ethiraj talks to Shriram Subramanian, Founder and Managing Director at InGovern Research Services. SHOW NOTES (00:00) The Take: The Adani Group Can't Outrun Its Shadow (05:48) Markets fall on Adani Blues (06:38) Goldman says markets Range Bound (09:06) Will Indian markets take a credibility hit? (14:57) The fight over a 90 year old...

On Episode 438 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist at ICRA as well as Peeyush Dalmia, Senior Partner at McKinsey & Company SHOW NOTES (00:00) The Take (04:21) Markets wait for election cues in the absence of others (07:55) Rating agency ICRA projects lower growth for 2024-25 (16:52) Is a global crude oil glut coming? (19:54) India ne...

On Episode 437 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, Managing Partner of Ralas Motors and Chairman of FADA Academy and Research as well as Dhaval Ajmera, Director at Ajmera Realty & Infra. SHOW NOTES (00:00) The Take (04:41) Markets on longest losing streak since February 2023 (06:17) Can an escalation in trade tensions drive up gold prices?...

On Episode 436 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Founder and Principal Economist of Asia Decoded. SHOW NOTES (00:00) The Take (04:41) Markets are weak, Trump rally on Wall Street pauses (08:23) Gold prices down almost Rs 6,000 from peak. (10:39) Forex reserves down $29 billion from September high of $704 billion (12:27) What does China + 1 mean f...

In this episode of The Core Report: Weekend Edition, host Govindraj Ethiraj chats with Dr Mukesh Aghi, President and CEO of the US-India Strategic Partnership Forum, to discuss the implications of President Trump's trade policies for India-US relations.  Together, they explore some timely issues: 🇺🇸🇨🇳 Trump has threatened 60% tariffs on China and 20% on the rest of the world, and how that could im...

On Episode 434 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautam Trivedi, Co-Founder & Managing Partner at Nepean Capital as well as Garima Kapoor, Economist And Executive Vice President at Elara Securities SHOW NOTES (00:00) Stories Of The Day (01:00) The markets are now down 10% from their peak (04:25) Oil at 45 and what that means (06:21) Foreign institutional inves...

On Episode 433 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, Economist at QuantEco Research. SHOW NOTES (00:00) The Take: MTNL, Time To Pull The Plug (05:00) Markets flounder again (06:13) Wall Street balances on record highs (07:49) Oil prices fall on lower demand expectations (10:04) Inflation hits 14-month high of 6.21% (18:51) Hyundai results come a cropper ⁠...

On Episode 432 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Awtaney, Founder and Editor of Live From A Lounge. SHOW NOTES (00:00) The Take: Location is becoming history (05:09) Markets are flat even as mutual funds see record inflows (06:19) Will India Depreciate The Rupee? (08:06) SIP’s cross Rs 25,000 crore a month as long term investors stay plugged in (10:47) A full...

On Episode 431 of The Core Report, financial journalist Govindraj Ethiraj talks to Surendra Mehta, National Secretary of the Indian Bullion and Jewellers Association as well as Dr Rajiv Kovil, State Secretary for the Research Society for the Study of Diabetes in India (RSSDI). SHOW NOTES (00:00) The Take (06:17) FIIs have now pulled out $12.5 billion since October, why market overhang will continu...