The Core Report

Can Jio BlackRock Change How India Invests In Mutual Funds? In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Sid Swaminathan, MD and CEO, JioBlackRock AMC, about why one of the world’s biggest asset managers is betting on India’s next wave of investors and what it could mean for mutual funds, digital investing and portfolio building. India’s mu...

On Episode 923 of The Core Report, financial journalist Govindraj Ethiraj talks to Tejashree Joshi, Head - Environmental Sustainability at Godrej Enterprises Group as well as G Chokkalingam, Founder of Equinomics Research. SHOW NOTES (00:00) Stories of the Day (00:50) What Signals Are The Markets Really Looking For? (03:46) How India Inc Revenue Grew 11% + In The Latest Quarter And What Drove It?...

On Episode 922 of The Core Report, financial journalist Govindraj Ethiraj talks to Raja Lahiri, Partner at Grant Thornton Bharat as well as Nicolas Ziv, Lead Specialist, Transport Sector Resilience at Coalition for Disaster Resilience Infrastructure (CDRI). SHOW NOTES (00:00) Stories of the Day (00:50) Markets Recalculate Impact As Trump Signals End Of Truce (05:00) The RBI Wants A Cryptocurrency...

On Episode 921 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Analyst as well as Radhika Rao, Senior Economist and Executive Director at DBS Bank. SHOW NOTES (00:00) Stories of the Day (00:50) Foreign Portfolio Investors Are Returning To Indian Markets, One Trade At A Time (04:19) Nato Meet Kicks Off In Turkey  (04:55) India To Supply Missiles To Ind...

On Episode 920 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at the Federation of Automobile Dealers Associations (FADA). SHOW NOTES (00:00) Stories of the Day (00:50) All Eyes On Q1 Results To Provide The Next Booster Shot To The Markets (03:50) The Statistical Argument For India’s Market Recovery Versus Other Emerging Markets, Starting With How Bea...

On Episode 919 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanket Kulkarni, Head-Business Development (Theatrical) at Ormax Media as well as Vivek Ramji Iyer, Partner and National Leader Financial Services - Risk Advisory at Grant Thornton Bharat. SHOW NOTES (00:00) The Take (04:50) Markets Set For Firmer Week Ahead As Oil And Rupee Consolidate (06:46) Oil Markets Continue...

How Paint Became India’s Next Big Manufacturing Story explores why India’s paint industry has moved from the background of business news to the centre of a new manufacturing race. In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Sharad Malhotra, Managing Director of Nippon Paint India, on how paint became one of India’s most interesting industrial growth stories. F...

On Episode 917 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Pal, Head - Fixed Income at PGIM India Mutual Fund as well as Sanjay Lazar, Aviation Expert. SHOW NOTES (00:00) Stories of the Day (00:50) Falling Oil Prices Lift Markets Again (04:08) How Are India’s Fixed Income Markets Responding To Rising Bond Flows? (13:18) Indigo Launches A Lite No Cabin Baggage Fare, W...

On Episode 916 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Senior VP and Head of Research for Currency and Commodities at Kotak Securities as well as Sohrab Bararia, Partner, Indirect Tax at Grant Thornton Bharat. SHOW NOTES (00:00) Stories of the Day (00:50) Are FPIs Getting Ready To Return To Indian Markets? (03:50) Oil Flows Could Go Into Oversupply Soo...

On Episode 915 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Mitra, Food and Dairy industry Expert as well as Puneet Gupta, Director, India & ASEAN Automotive Market at S&P Global Mobility. SHOW NOTES (00:00) Stories of the Day (01:09) Gold Prices Are Falling Even As Stock Markets Are Muted (01:54) India Records Driest June In 10 Years Even As June Monsoons Are...

On Episode 914 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Matthan, Founding Partner of Trilegal. We also feature bites from our recent Weekend Edition featuring Rajani Sinha of CareEdge Ratings, Somashekhar Vemuri of Crisil Ratings and Manas Majumdar of PwC. SHOW NOTES (00:00) Stories of the Day (00:50) Stocks Fall Again Because Of Monsoon Concerns Even As Rains Pick...

On Episode 913 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President-Research & Co- Founder at Counterpoint Research as well as Jayanth Neelakanta, Founder and CEO of Equip. SHOW NOTES (00:00) The Take (04:41) Indian Markets Will Stay Cautious On Oil Price Movements (06:46) A US Judge ​Ordered The Justice Department On Friday To Justify Its Decision To D...

Crude Oil Falls Below 73: What It Means for India Economy?.Brent crude oil has slipped below $73 a barrel and that could be a game changer for the India economy. Lower crude oil prices can ease inflation, improve India’s current account deficit, strengthen government finances and even create room for lower fuel prices in the months ahead. But is this the beginning of a new oil cycle or just a temp...

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)...