The Core Report

On Episode 679 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded as well as Ashwin Mehta, Head of Research at Ambit Institutional Equities. SHOW NOTES (00:00) The Take (03:53) Markets are buoyant as indices hit two month highs, should we thank trade optimism. (08:46) Analysing the once hot IT sector, what lies wit...

On Episode 678 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia is the Founder and Director of Kedia Capital Services as well as Rajiv Mitra, Food and Dairy industry expert. We also feature excerpts from a recent panel discussion on AI and Agentic AI with several business leaders at Season 9 of the Accenture B School Challenge. SHOW NOTES (00:00) Stories of the Day (0...

On Episode 677 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Varma, Technical Lead, India at Algorand. SHOW NOTES (00:00) The Take (04:12) The tariff overhang continues but markets have forgotten them (09:05) How real world enterprises are building on blockchain (18:21) The rains are leaving early https://www.investing-referral.com/aff303⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

From zero to a powerhouse again, this is the inside story of Maggi noodles in India. Former Nestlé India chief Suresh Narayanan shares how a beloved brand fell, rebuilt trust, and scaled to about 400,000 tonnes a year. We explore GST rate cuts, inflation pressure on middle India, premiumization, digital first marketing, e commerce distribution, and what it takes to spark consumer love in a crowded...

On Episode 675 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative as well as Gulam Zia, Executive Director at Knight Frank. SHOW NOTES (00:00) Stories of the day (01:00) Is India riding a global market boom or trailing it? (06:17) Welcome to a decade of dust as over 910 societies sign up for redeveloping their properties...

On Episode 674 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Pathak, Research Director at Counterpoint Research as well as Pushan Sharma, Director at Crisil Intelligence. SHOW NOTES (00:00) The Take (04:31) Markets jump again as Trump appears to smoke a peace pipe. (07:04) No GST rate cuts on mobile phones but sales are expected to be strong, picking up on Apple’s lates...

On Episode 673 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Gupta, Commodity Expert, Suresh Narayanan, former Chairman and Managing Director of Nestle India as well as Apoorva Bajaj, Founder of Edubuk. SHOW NOTES (00:00) Stories of the Day (01:00) The markets return to pre 50% tariff levels as economy appears to absorb shocks. (03:14) Another $20 billion of IPOs could c...

On Episode 672 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President, FADA as well as Adam Wolfe, Emerging Markets Economist at Absolute Strategy Research (ASR). SHOW NOTES (00:00) Stories of the Day (01:00) Markets fail to hold onto gains, steel, auto stocks shine (02:52) India is set to outstrip China in oil demand (03:38) Gold hits a fresh high, quick rem...

On Episode 671 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Varma, Technical Lead, India at Algorand, Sheetal Sapale, Vice President–Commercial at Pharmarack as well as Ganesan Ramachandran, Managing Director and Lead - Industry Groups at Accenture. SHOW NOTES (00:00) Stories of the Day (01:00) Markets are losing steam but other assets are volatile. (06:31) What the G...

In this Weekend Edition of The Core Report , Govindraj Ethiraj sits down with S Ramesh, former CBIC Chairman, and Krishan Arora, Head of Indirect Tax at Grant Thornton Bharat, to decode India’s bold new GST reforms. From slashed rates on food, cars, medicines, and apparel to a tough new 40% slab on luxury goods, GST 2.0 is rewriting the rules of consumption and business. But what does it mean for...

On Episode 669 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas, Madhavi Arora, Lead Economist at Emkay Global Financial Services as well as Kaushik Sanyal, Managing Director for Data & AI, India at Accenture. SHOW NOTES (00:00) Stories of the Day (01:00) Stocks jump on GST rate cuts, clothing industry gets a shock. (03:13) The big...

On Episode 668 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashant Agarwal, Co-Founder and JMD at Wazir Advisors as well as Paul Hickin, Chief Economist and Editor-in-Chief at Petroleum Economist. SHOW NOTES (00:00) Stories of the Day (01:09) Global bond markets are wobbling again, India gains in anticipation of GST rate cuts (04:13) Why gold prices are set to rise further...

On Episode 667 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre as well as Cameron Johnson, partner at Tidalwave Solutions and a global supply chain strategist. SHOW NOTES (00:00) Stories of the Day (00:41) Market pause (04:33) Bonhomie and camaraderie in Tianjin, now what? (13:05) The new global supply chain dynamics (27:19) Tesla has re...

On Episode 666 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Deborah Elms, Head of Trade Policy, Hinrich as well as Rajesh Cheruvu, Managing Director & Chief Investment Officer at LGT Wealth India.  SHOW NOTES (00:00) Stories of the Day (00:50) Markets start September on a strong note. Will they hold? (02:12) September rains last longer and higher than average as well...

On Episode 665 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Richard Baldwin, Editor in Chief, VOXEU.  SHOW NOTES (00:31) A Quick Wrap (09:44) Why Trump’s Tariffs Are Unlike Anything Since World War II (13:48) The Myth of Bringing Back Manufacturing Jobs (15:26) Ripple Effects: Cascading Protectionism and Domino Liberalisation (19:46) From Obama to Trump: How America Turne...

On Episode 664 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert. SHOW NOTES (00:00) Stories of the Day (00:41) The markets can get it wrong as they did with Trump tariffs. (02:19) Why investors should temper their expectations. (03:20) How much did India really gain from Russian oil imports? (06:18) The markets are digesting tariff tensions. https://www...

On Episode 663 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhakar Kudva, Director and Principal Officer - Portfolio Management Services at Samvitti Capital. SHOW NOTES (00:00) Stories of the Day (00:50) India braces for tariff bomb. RBI Governor assures support. (07:00) India’s oil imports fall year on year and month on month. (09:16) India’s hotting surfing destination...

On Episode 662 of The Core Report, financial journalist Govindraj Ethiraj talks to Rama Bijapurkar, Author of ‘Lilliput Land: How Small is Driving India’s Mega Consumption Story.’ SHOW NOTES (00:00) The Take (05:57) Markets hold up last week..stability ahead. (11:52) India’s aspirational middle class is exhausted. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.investing-referral.com/aff303⁠⁠⁠⁠...

This weekend on The Core Report: Govindraj Ethiraj sits down with Girish Tanti , Co-Founder & Vice Chairman of Suzlon Group, to trace the unlikely origins of one of India’s most iconic renewable energy companies. What began as Girish’s unfinished MBA thesis — the bold idea of setting up a wind energy company in India — became Suzlon Energy, a venture that transformed a family textile business...

On Episode 660 of The Core Report, financial journalist Govindraj Ethiraj talks to K Ramakrishnan, Managing Director - South Asia at Worldpanel by Numerator as well as Ashok Malik, Partner at The Asia Group, and former Policy Advisor, MEA. SHOW NOTES (00:00) Stories of the Day (01:19) The markets rise for the 6th straight day (03:30) India is largest underweight market in emerging market investor...

On Episode 659 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at Crisil Ratings as well as Ananay Jain, Partner at Grant Thornton Bharat. SHOW NOTES (00:00) The Take (04:31) Markets rise for the 5th day on easing tariff fears. (07:29) Government initiates laws to ban real money gaming (16:07) Why are telecom companies raising prices? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

On Episode 658 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre as well as Chandrima Chatterjee, Secretary General at the Confederation of Indian Textile Industry (CITI). SHOW NOTES (00:00) Stories of the Day (01:27) The markets ride on macro bliss and expectations of a solution to Russian oil. (04:12) India-China relations appear to be...

On Episode 657 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO, India, SEA, MEA at CBRE as well as Paul Hickin, Chief Economist and Editor-in-Chief Petroleum Economist . SHOW NOTES (00:00) Stories of the Day (00:50) How a combo tax package is keeping the markets happy (04:13) Corporate earnings on Wall Street continue to surprise (05:58) US...

On Episode 656 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Jain, Deputy Managing Partner at Economic Laws Practice (ELP) as well as Prashanth Agarwal, Partner at PwC. SHOW NOTES (00:00) The Take (06:17) Markets set to benefit from positive cues including GST-led consumption boost. (10:19) GST will be a Rs 40,000 crore + hit to the exchequer. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

India’s Plan B: Surviving A 50% US Tariff Threat What happens when US tariffs on Indian goods could hit 50% by the end of August? In this episode of The Core Report Weekend Edition , Govindraj Ethiraj talks to Rahul Mehta from Clothing Manufacturers Association of India and Ajay Srivastava from Global Trade Research Institute about how exporters can survive — and even thrive — in a high-tariff wor...