The Core Report

India’s stock market through a bottom up investing lens is the focus of this episode of The Core Report Special Edition, where financial journalist Govindraj Ethiraj is in conversation with Rakesh Vyas, CIO & Portfolio Manager at Quest Investment Managers. Where will India’s next stock market returns really come from? Beyond oil prices, geopolitics, inflation, the rupee and global uncertainty,...

On Episode 910 of The Core Report, financial journalist Govindraj Ethiraj talks to Jitendra Gohil, CIO - Listed Equities at Bajaj Alternate Investment Management Limited as well as Soumya Mohanty, MD & Chief Client & Solutions Officer, South Asia at Kantar. SHOW NOTES (00:00) Stories of the Day (01:00) Oil Prices Fall Below Pre War Levels As Optimism Rises (05:43) How South Korean Supertan...

On Episode 909 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at the Global Trade Research Initiative (GTRI) as well as Deepak Ballani, Director General at the Indian Sugar and Bio-Energy Manufacturers Association (ISMA). SHOW NOTES (00:00) Stories of the Day (01:00) Did A Big IPO Break The Market Just Now? (03:45) Oil Prices Continue To Slide Downward...

On Episode 908 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Deputy Head of Research at Elara Securities (India) as well as Piyush Pandey, Senior Vice President, Lead Analyst-Institutional Equities for IT, Telecom, Internet and Power at Centrum India. SHOW NOTES (00:00) Stories of the Day (00:50) Lessons From The World’s Biggest IPO (02:17) Mons...

On Episode 907 of The Core Report, financial journalist Govindraj Ethiraj talks to Muralikrishnan B, Founding Faculty at the International Institute for Faculty and Research. SHOW NOTES (00:00) The Take (06:45) The Rains Are Here. (07:54) Why Indian IT Stocks Are Getting Battered. (09:51) Rupee Has Best Week In 11 Weeks. Meanwhile, The World’s Best Performing Currency In The Last Few Weeks Is.. (1...

Why is India’s FDI falling despite its growth story, and why is India struggling to attract foreign investment at the scale its economy needs? In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Ketan Dalal, Managing Director, Katalyst Advisors, and Sudhir Kapadia, Senior Board Advisor and Ex-National Tax Leader at EY India, to unpack India’s fore...

On Episode 905 of The Core Report, financial journalist Govindraj Ethiraj talks to Siraj Hussain, former Agriculture Secretary to the Government of India (and frequent columnist on agricultural and food production issues) as well as Ambareesh Baliga, Market Expert. SHOW NOTES (00:00) Stories of the Day (01:00) Markets Are Coasting On Hopes Of Oil Prices Staying Down (06:18) What A Surge In IPOs Me...

On Episode 904 of The Core Report, financial journalist Govindraj Ethiraj speaks to Gauri Shankar Nagabhushanam, CEO at CapitaLand India Trust, in an excerpt from our Special Edition . We also feature an excerpt from our show How India’s Economy Works hosted by journalist and author Puja Mehra and featuring economist Renu Kohli, formerly at the Reserve Bank of India and the IMF and currently senio...

On Episode 903 of The Core Report, financial journalist Govindraj Ethiraj speaks to Pratik Shah, Partner & National Leader - Financial Services at EY India, in an excerpt from our Special Edition . SHOW NOTES (00:00) Stories of the Day (01:09) More Foreign Capital Returns As Global Funds Buy India Bonds As Macro Signals Ease. (04:41) India Exports More To Other Countries Than The US Compared T...

On Episode 902 of The Core Report, financial journalist Govindraj Ethiraj talks to Bharati Balaji, Deputy Director General at the All India Distillers' Association (AIDA) as well as Sourav Mitra, Partner – Oil & Gas at Grant Thornton Bharat. SHOW NOTES (00:00) Stories of the Day (01:00) Oil Prices Hit 3 Month Low As Global, Indian Markets Rise (04:36) Indian Merchandise Exports Hit A Recor...

On Episode 901 of The Core Report, financial journalist Govindraj Ethiraj talks to Venkat Mangudi, Cyber Security Expert and Founder-CEO at Elytra Security as well as Anand Kulkarni, Director at Crisil Ratings. SHOW NOTES (00:00) The Take (06:55) Markets set to rise further as oil prices head downwards in anticipation of Iran-US deal (11:58) The G7 meet starts off today, India will also be present...

Why Cheap Power Is Key To India’s Manufacturing Future is one of the biggest questions facing India’s economy. Can India become a global manufacturing hub if factories are paying too much for electricity? In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Vivek Bhatia, MD and CEO, TKIL Industries Pvt. Ltd (formerly ThyssenKrupp Industries India)...

On Episode 899 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert as well as Arvind Chari, Chief Investment Strategist at Q India (UK), affiliate of Quantum Advisors India . SHOW NOTES (00:00) Stories of the Day (04:47) Monsoons are Running Late (05:30) IPOs on Wall Street and Dalal Street, What will it Do to The Markets? (12:47) Moves to Bring in Dollars...

On Episode 898 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhakar Kudva, Co-Founder and Director at Samvitti Capital. We also feature an excerpt from our Special Edition interview with Vishal Mehta , India Leader for Energy Practice at Boston Consulting Group. SHOW NOTES (00:00) Stories of the Day (01:00) Mutual fund Inflows are Slowing but is that a Bad Thing? (03:23) M...

On Episode 897 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President Research & Co- Founder at Counterpoint Research. SHOW NOTES (00:00) Stories of the Day (01:29) Indian stocks no longer feature in the Top 10 of the MSCI EM index (05:17) Bank stocks Take Up Indices on RBI Forex Moves (06:19) TCS says will hire less as AI agents and employees will work j...

On Episode 896 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA. SHOW NOTES (00:00) Stories of the Day (00:50) Asian Markets Dive, Indian Markets On Edge Again (03:08) A Slew of Measures to Attract Foreign Portfolio Investments and NRI Savings is Not Working Yet. (10:46) Why Indian Car Sales Hit a Record High in May (19:27) Airline Profits will...

On Episode 895 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, Economist at QuantEco Research. We also feature an excerpt from our Special Edition featuring Girish Tanti, Vice Chairman at Suzlon . SHOW NOTES (00:00) The Take (04:21) Tech stock slump in the US could help Indian markets. (07:26) FII selling continues, with over $4.5 billion in June first week as Govt...

India Market Risks and New Opportunities Explained on The Core Report Weekend Edition with Govindraj Ethiraj explores how Indian markets, global uncertainty and economic disruption are shaping investors, businesses and professionals. As market volatility rises, India faces faster economic cycles, geopolitical risk, AI disruption, supply chain shifts, defence spending, climate change, global invest...

On Episode 893 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Chimakurthy, CEO at Kotak Alts (Real Estate Fund) as well as Dr Kailash Sharma, Dean Academic projects at Tata Memorial Center, Mumbai. SHOW NOTES (00:00) Stories of the Day (01:00) Markets await Govt moves on foreign investments (04:15) The big shift in oil production and movements (08:01) Is the UK FTA hitti...

On Episode 892 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajani Sinha, Chief Economist at CareEdge Ratings. We also feature an excerpt from our Special Edition interview featuring Aoifinn Devitt , Managing Director - Global Wealth at Moneta. SHOW NOTES (00:00) Stories of the Day (00:50) Markets speculate on incentives for foreign portfolio investors (05:35) What the RBI i...

On Episode 891 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO, India, SEA, MEA at CBRE. SHOW NOTES (00:00) Stories of the Day (00:41) Decoding the AI Investment Frenzy (05:08) Why Nvidia CEO statement sets Indian markets racing (09:55) Assessing Inflation Impact of Rising Fuel Prices (11:00) Why Jewellery Stores are Expanding Across India...

On Episode 890 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior Vice President at Geojit Financial Services as well as Dharmakirti Joshi, Chief Economist at CRISIL. SHOW NOTES (00:00) Stories of the Day (00:50) Why global markets are now disconnected from war, geopolitics and rising prices. (03:54) Will the RBI hike interest rates this week? (12:44) Does it...

On Episode 889 of The Core Report, financial journalist Govindraj Ethiraj talks to Manisha Kapoor, CEO and Secretary-General at ASCI. We also feature an excerpt from our show How India’s Economy Works featuring economist and former NITI Aayog Vice Chairman, Dr. Rajiv Kumar. SHOW NOTES (00:00) The Take (08:34) Index rebalancing is a larger problem for markets to grapple with. (10:22) Markets are st...

Why India’s Electrostate Push Is Bigger Than You Think with Govindraj Ethiraj and Pratik Agarwal explores how India’s electricity revolution could reshape the economy, infrastructure, manufacturing, AI data centres, renewable energy, and the future of power consumption in India. As India’s peak power demand crosses 270 GW earlier than expected, Pratik Agarwal, Chairman of Resonia and Serentica Ren...

On Episode 887 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO at Tax Compaas as well as Moses Kemibaro, Founder & CEO at Dotsavvy. SHOW NOTES (00:00) Stories of the Day (01:24) With no end in sight to the was in West Asia, markets brace once again for a fall (05:50) Air India, Indigo to cut back flights in June and July (07:29) Will the Governme...