The Core Report

On Episode 330 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, founder and CEO of Vanda Insights. SHOW NOTES (00:00) The Take (02:46) Stories Of The Day (03:24) Stock Markets hit fresh highs but financials drag (07:36) Monsoon now covers all of India ahead of time (08:51) Oil prices are at a two month high, understanding the American factor (16:01) How Tesla’s car...

On Episode 329 of The Core Report, financial journalist Govindraj Ethiraj talks to Mithileshwar Thakur, Secretary General of the Apparel Export Promotion Council (AEPC). SHOW NOTES (00:00) The Take: Indians are spending more money overseas than ever (04:54) Stories Of The Day (05:38) Stock Markets hit fresh highs, almost forgotten IT stocks like Wipro are moving now (08:46) Monsoons set to revive...

On Episode 328 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, a veteran market expert. SHOW NOTES (00:00) The Take (05:02) Stories Of The Day (05:38) Best half yearly performance in stock markets in 3 years, midcaps and small caps beat benchmark indices. Wall Street is gearing for a return of Trump (09:28) Nightmarish Covid 19 era logjams are back for the shipping...

On Episode 327 of The Core Report, financial journalist Govindraj Ethiraj talks to Krishan Mishra, CEO of the Financial Planning Standards Board. SHOW NOTES (00:00) The Take (02:12) Stories Of The Day (05:00) Markets cross 79,000, hold at higher levels (07:07) India’s savings levels are falling (09:13) Water shortages could hit India’s sovereign ratings, says Moodys. And heatwave impact analysis....

On Episode 326 of The Core Report, financial journalist Govindraj Ethiraj takes you through business news headlines of today. SHOW NOTES (00:00) The Take (02:12) Stories Of The Day (04:41) Markets hit record highs again as mainline stocks now take charge. (07:12) NVidia’s illustration on volatility (08:16) Oil prices are worryingly high (10:49) How remittances from overseas Indians are double of F...

On Episode 325 of The Core Report, financial journalist Govindraj Ethiraj talks to Jay Kothari, senior vice president at DSP Mutual Fund as well as MS Mani, Partner at Deloitte India. SHOW NOTES (00:00) The Take (02:12) Stories Of The Day (03:05) Institutional investors are wading in, sending markets to new highs. Sensex hits 78,000 (04:01) NVidia cracks, that’s a warning signal for overheated Ind...

On Episode 324 of The Core Report, financial journalist Govindraj Ethiraj talks to Sudhanshu Mani, a former Indian Railways officer who played a major role in the Vande Bharat Express project. SHOW NOTES (00:00) The Take (03:24) Stories Of The Day (04:12) Stock Markets continue to trade in tight range, await fresh global triggers (06:23) A lithium factory catches fire in Korea even as lithium dema...

On Episode 323 of The Core Report, financial journalist Govindraj Ethiraj talks to Sehul Bhatt, Director Research of CRISIL Market Intelligence and Analytics as well as Sandeep Jain, President of the Federation of Indian Micro and Small & Medium Enterprises (FISME). SHOW NOTES (00:00) The Take (02:30) Stories Of The Day (03:14) Markets hold on highs, global cues to drive new levels. (05:34) Ne...

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to CEO of Orb Energy Damian Miller about his experience working in Shell's solar operations, the dramatic cost decline of solar technology since 2006, the story behind Shell Solar’s first branch and installation in North Karnataka, the shift from off-grid to on-grid solar systems, the surge of rooftop solar...

On Episode 321 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for FX and Interest Rates at Kotak Securities as well as Kapil Kaul, CEO of CAPA India. SHOW NOTES (00:00) The Take: Indians (04:00) Stories Of The Day (04:41) Markets gain steam again (06:46) Rupee hits an all time low, why that is happening despite inflows (12:14) Risk at accepta...

On Episode 320 of The Core Report, financial journalist Govindraj Ethiraj talks to Paras Jasrai, senior analyst at India Ratings & Research (A Fitch Group Company), Prashant Vasisht, Senior Vice President and Co-Group Head, Corporate Ratings, ICRA as well as G Haribabu, president of the National Real Estate Development Council (NAREDCO). SHOW NOTES (00:00) The Take (02:21) Stories Of The Day (...

On Episode 319 of The Core Report, financial journalist Govindraj Ethiraj talks to Victor Vanya, director and co-founder of EMA (Energy Market Analytics) Solutions as well as Dr Nilanjan Ghosh, Director at the Observer Research Foundation (ORF) in India SHOW NOTES (00:00) Opening Thoughts (03:37) Stories Of The Day (04:21) Markets capitalisation crosses $5.2 trillion as indices stay at all time hi...

On Episode 318 of The Core Report, financial journalist Govindraj Ethiraj takes you through the latest in business news. SHOW NOTES (00:00) Stories Of The Day (02:17) Markets are at record highs but the foundation is likely to stay weak. (04:16) India may lower personal tax rates in categories to boost consumption (06:45) Monsoons are now showing a 20% deficiency, a worrying sign (08:16) Hyundai p...

On Episode 317 of The Core Report, financial journalist Govindraj Ethiraj talks to author and veteran economic journalist, Shankkar Aiyar. SHOW NOTES (00:00) Stories Of The Day (07:24) Fresh bull case for India from Morgan Stanley (10:43) Why Wall Street is feeling nervous (13:22) Hyundai files for mega India IPO, why this is more than just an IPO story (16:05) Solving for India’s jobs and manufac...

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Rajesh Gupta, Managing Director of Recyclekaro, about the technical processes of extracting precious and toxic metals from electronic waste, the logistics behind e-waste collection, the importance of recycling lithium-ion batteries and much more. ABOUT RAJESH GUPTA Rajesh Gupta is Managing Director at Re...

On Episode 315 of The Core Report, financial journalist Govindraj Ethiraj talks to senior economist Dr Brinda Jagirdar. SHOW NOTES (00:00) Stories Of The Day (02:07) Markets hit record highs amidst volatile trade, flat run ahead (03:46) Is India pulling away from the global interest rate cutting cycle? (11:32) Nirmala Sitharaman set to be Finance Minister again (12:30) Auto sales fall sharply in M...

On Episode 314 of The Core Report, financial journalist Govindraj Ethiraj takes you through the top business stories of the day. We also feature an excerpt featuring DK Joshi, chief economist at CRISIL, from a recent weekend edition panel discussion on India’s economic agenda. SHOW NOTES (00:00) Stories Of The Day (03:05) Friday sees 1,600 point jump as markets settle down to new order, set to sta...

This week on The Core Report: Weekend Edition, join financial journalist Govindraj Ethiraj as he dissects the short-term economic challenges and opportunities facing the nation after the 2024 elections, specifically: growth projections with D K Joshi (Chief Economist at CRISIL), the impact of demonetization, GST, and COVID-19 on small businesses with Yamini Aiyar (visiting senior fellow at Brown U...

On Episode 312 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as Viktor Vanya, director and co-founder of energy analytics company EMA Solutions. SHOW NOTES (00:00) Stories Of The Day (03:43) Markets regain more ground, set to stabilise further. (12:49) Oil prices edge up after Saudi minister says they might hold back on supply i...

On Episode 311 of The Core Report, financial journalist Govindraj Ethiraj talks to Nitin Gupta, senior research analyst at Emkay Global Financial Services, Jigar Pandit, head of commodities at Sharekhan by BNP Paribas as well as Puja Mehra, economic journalist and author. SHOW NOTES (00:00) Stories Of The Day (02:55) The markets jump 3% as the NDA government gets set to rule for another term. Mark...

On Episode 310 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, managing director of DRChoksey FinServ, Dipen Mehta, founder director at Elixir Equities as well as Viktor Katona, lead crude analyst at Vienna based energy intelligence firm Kpler. SHOW NOTES (00:00) Stories Of The Day (02:36) The stock markets fall close to 6% as BJP is forced into a coalition to go...

On Episode 309 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, head of investment strategy and senior vice president at Geojit Financial Services. SHOW NOTES (00:00) Stories Of The Day (01:57) Markets set to rise in volatile trade on vote counting day (11:56) Oil prices fall further, now below $79 (13:28) How India’s renewed plans for a manufacturing thrust could...

On Episode 308 of The Core Report, financial journalist Govindraj Ethiraj talks to Mihir Vora, chief investment officer of the recently launched Trust Mutual Fund as well as Vivek Kumar, economist at Mumbai-based QuantEco Research. SHOW NOTES (00:00) Stories Of The Day (01:48) Markets set to open gap up (11:34) Oil prices fall to around $81 a barrel even as major oil producers extend supply cuts (...

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Naveen Ahlawat, the Head of Power to X; Green Hydrogen, Green Steel, Gasification Projects, and CCSU at Jindal Steel & Power Ltd. Naveen Ahlawat oversees the gasification projects, Green Hydrogen initiatives, and the CCSU vertical within the organization. His vision focuses on advancing steel product...

On Episode 306 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic journalist and author Shankkar Aiyar as well as Dipti Deshpande, principal economist at Crisil. SHOW NOTES (00:00) Stories Of The Day (01:09) Markets are back to feeling jittery, is talking up the market counter productive? (14:25) FDI into India slows down (15:29) Monsoons have arrived earlier, int...