The Core Report

On Episode 787 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Commodities, Himanshu Sinha, Head of Tax Practice at Trilegal as well as Shankkar Aiyar, veteran economic journalist and author. SHOW NOTES (00:00) Stories of the Day (00:50) Fear is driving up gold and silver prices even as the dollar stays weak. (05:09) India is an oasis of macro stab...

On Episode 786 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Ajit Ranade, Economist and Former Vice Chancellor of Gokhale Institute of Politics and Economics in Pune as well as Ashok Atluri, Chairman and Managing Director at Zen Technologies. SHOW NOTES (00:00) Stories Of The Day (01:00) It's the worst start to a year in a decade, will it shift? (05:03) Gold now clear...

On Episode 785 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Notani, Partner, Economic Laws Practice as well as Krishan Arora, Partner and India Investment Advisory Services Leader at Grant Thornton Bharat. We also feature an excerpt from our India Energy Week interview featuring Energy Expert Anas Alhajji. SHOW NOTES (00:00) The Take (03:14) The markets struggle to ma...

On Episode 784 of The Core Report, financial journalist Govindraj Ethiraj talks to Chakri Lokapriya, Chief Investment Officer at LGT Wealth Management as well as Ajay Rotti, Founder and CEO of Tax Compaas. We also feature an excerpt from our India Energy Week interview featuring Sanjay Khanna, Director (Refineries) with additional charge of Chairman and Managing Director at BPCL. SHOW NOTES (00:00...

Oil surplus or illusion is the question shaping energy market forecasts for 2026, and this episode explains why the answer may not be what most expect. In this India Energy Week 2026 special episode of The Core Report, financial journalist Govindraj Ethiraj speaks with Energy Expert Anas Alhaji on why forecasts of a massive oil surplus in 2026 may be deeply misleading. Drawing on data, trade flows...

Why CNG is beating petrol and diesel in India’s cities is no longer a prediction. It is already changing everyday mobility and household energy choices across urban India. In this India Energy Week 2026 special episode of The Core Report, Financial Journalist Govindraj Ethiraj speaks with Kamal Kishore Chatiwal, Managing Director, Indraprastha Gas Limited. The conversation explains why CNG adoptio...

From Oil To Hydrogen BPCL’s roadmap for India’s energy transition is at the heart of this special episode of The Core Report from India Energy Week 2026. Financial journalist Govindraj Ethiraj is in conversation with Sanjay Khanna, Director Refineries and Additional Charge of Chairman and Managing Director at BPCL, on how India’s energy future is being shaped amid global uncertainty and rising dem...

On Episode 780 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijai Mantri, Founder & Chief Investment Strategist at JRL Money as well as Anindya Banerjee, Head – Currency & Commodity Research, Kotak Securities. We also feature an excerpt from our recent India Energy Week interview with Vikas Kaushal, Chairman and Managing Director at HPCL. SHOW NOTES (00:00) Stories o...

India Energy Outlook 2026 looks at how India’s oil giants and oil CEOs are preparing for energy shocks amid global uncertainty. In this India Energy Week 2026 special episode of The Core Report, Financial Journalist Govindraj Ethiraj is in conversation with Vikas Kaushal, Chairman & Managing Director of HPCL, on the future of India’s oil, gas, and energy sector. As India targets high economic...

On Episode 779 of The Core Report, financial journalist Govindraj Ethiraj talks to Monisha Advani, one of the founding partners of Emmay Entertainment (the company that produced the Freedom at Midnight series). We also feature an excerpt from our recent episode of our show How India’s Economy Works, hosted by journalist and author Puja Mehra and featuring Dr. Jahangir Aziz, Economist (Head Emergin...

On Episode 778 of The Core Report, financial journalist Govindraj Ethiraj talks to Professor Prasanna Tantri, Associate Professor of Finance and Executive Director of the Centre for Analytical Finance (CAF) at ISB as well as Ambareesh Baliga, Market Expert. SHOW NOTES (00:00) Stories of the Day (00:50) India joins global markets in Greenland-triggered fall (04:28) Silver and gold continue to rise...

On Episode 777 of The Core Report, financial journalist Govindraj Ethiraj talks you through the top business news of the day. We are also featuring excerpts from our recent India Energy Week interview featuring Arun Kumar Singh, Chairman and Managing Director at the Oil and Natural Gas Corporation (ONGC) as well as from our In Studio interview featuring Anuj Kumar, Managing Director at CAMS. SHOW...

On Episode 776 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Charkha, Partner at Economic Laws Practice. We also feature an excerpt from our recent India Energy Week interview featuring Atanu Mukherjee, President and CEO at Dastur Energy. SHOW NOTES (00:00) The Take (05:43) Markets operate in technical territory as they wait for fresh triggers (05:59) WEF, Davos kicks o...

Why Oil Prices May Stay Low In 2026 and what it means for India is a question shaping business decisions, policy debates, and household economics across the country. In this India Energy Week 2026 special episode of The Core Report, Govindraj Ethiraj speaks with Atanu Mukherjee, CEO Dastur Energy to break down the global energy outlook for 2026, why oil supply is likely to stay ahead of demand, an...

On Episode 774 of The Core Report, financial journalist Govindraj Ethiraj talks to Nishank Goyal, CEO at Masters India. SHOW NOTES (00:00) Stories of the Day (01:14) Iran tensions lead to markets flip flopping (03:12) Gold, silver hit record highs again, quite predictably (04:03) Indian exports to the US are holding steady for now (05:52) Oil prices pull back as US says will not attack Iran for no...

On Episode 773 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert as well as Uday Ved, Partner – Tax services at KNAV. SHOW NOTES (00:00) Stories of the Day (00:50) Markets fall as fresh tariff jitters hit India (04:15) What lies beneath the choppiness in Indian markets? (16:39) An India-EU deal could be around the corner (17:34) The US targets Iran but i...

On Episode 772 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at the Federation of Automobile Dealers Associations (FADA). We also feature an excerpt from our upcoming India Energy Week interview featuring Atanu Mukherjee, President and CEO at Dastur Energy. SHOW NOTES (00:00) Stories of the Day (01:09) Markets rise but on the basis of signals that se...

On Episode 771 of The Core Report, financial journalist Govindraj Ethiraj talks to Lloyd Mathias, Investor and Board Director. We also feature an excerpt from our recent India Energy Week interview with Sandeep Kumar Gupta, Chairman and Managing Director of GAIL (Gas Authority of India Limited). SHOW NOTES (00:00) The Take (05:29) Q3 results unlikely to provide significant market boost (07:58) Ind...

Why natural gas is becoming India’s most important energy fuel and how GAIL is using AI and gas pipelines to power India’s growth is the focus of this Core Report India Energy Week 2026 Special Episode. Govindraj Ethiraj speaks with Sandeep Kumar Gupta, Chairman & MD, GAIL (India) about how the expansion of India’s gas pipeline network and LNG sourcing is reshaping the country’s energy landsca...

On Episode 769 of The Core Report, financial journalist Govindraj Ethiraj talks to Sushil Choksey, Director, Indus Equity Advisors. We also feature an excerpt from our recent India Energy Week interview with Arvinder Singh Sahney, Chairman of IOCL. SHOW NOTES (00:00) Stories of the Day (00:50) Markets take a beating on 500% tariff threat (04:13) Inflation could come in around 1.5% for the last mon...

On Episode 768 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, Founder and Chief Executive Officer at Vanda Insights as well as Gulam Zia, Senior Executive Director, Research Advisory, Infrastructure And Valuation at Knight Frank. SHOW NOTES (00:00) Stories of the Day (01:09) Geopolitical tensions are in full sway over Indian markets (03:31) Rupee rises above Rs 9...

Indian Oil is turning fuel pumps into energy hubs and it signals a fundamental shift in how India will power mobility and growth. In The Core Report India Energy Week 2026 Special Edition, Govindraj Ethiraj speaks with Arvinder Singh Sahney, Chairman, IOCL about why petrol pumps are becoming multi energy stations with EV charging, CNG, battery swapping, renewables, and future fuels. This episode e...

On Episode 767 of The Core Report, financial journalist Govindraj Ethiraj talks to Dinshaw Irani, Managing Director and CEO at Helios Capital as well as Dr Sanjaya Baru, the author of the book Secession of the Successful: The Flight Out of New India. SHOW NOTES (00:00) Stories of the Day (01:00) Global markets including Asia are zooming ahead even as India lags (05:45) Reliance stock takes a knock...

On Episode 766 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-founder and Chief Global Strategist at PACE 360 as well as Anindya Banerjee, Head – Currency and Commodity Research, Kotak Securities. SHOW NOTES (00:00) Stories of the Day (01:00) The Markets May Be Near Their Highs But Why They Are Not Really Going Anywhere (04:32) What Venezuela Could Mean Not Just...

On Episode 765 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre. We also feature an excerpt from our recent Energy Special featuring Vartika Shukla, Chairman and Managing Director at Engineers India Limited (EIL). SHOW NOTES (00:00) The Take (05:19) Will third quarter results power markets further? (08:52) Why Venezuela is unlikely to aff...