The Core Report

On Episode 692 of The Core Report, financial journalist Govindraj Ethiraj talks to Nandivardhan Jain, CEO at Noesis Capital Advisors. SHOW NOTES (00:00) Stories of the Day (01:29) Foreign investors are dumping stocks like no tomorrow (06:23) Why gold and silver imports are rising despite high prices (09:14) India signs a trade agreement with four European nations including Switzerland and Norway....

On Episode 691 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Jain, Partner at Economic Laws Practice. We also feature an excerpt from our recent weekend edition featuring energy expert Dr Anas Al Hajji. SHOW NOTES (00:00) Stories of the Day (00:50) Why Indian markets are still under pressure (02:23) Why global investors are returning to China  (04:50) Gold, silver hit f...

On Episode 690 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Ranade, former Group Exec President & Chief Economist at Aditya Birla Group and now Senior Fellow, Pune International Centre. SHOW NOTES (00:00) The Take (06:17) Markets see steepest fall in six months (08:27) BRICS backed bank may issue rupee denominated bonds in the domestic market by next year (10:23) Ho...

India’s oil future is being shaped by global power moves and hidden agendas. What does this mean for the Indian economy and global energy security. In this episode of The Core Report Weekend Edition , Govindraj Ethiraj will be in conversation with energy expert Dr Anas Al Hajji to uncover the real story behind India’s dependence on Russian oil, US tariffs on imports, and the role of OPEC, China, a...

On Episode 688 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddharth Vora, Head of Quant and Fund Manager at PL Asset Management. We also feature an excerpt from our series Manthan by Sahamati . SHOW NOTES (00:00) Stories of the Day (01:00) Why the H1B visa issue has hit the markets more than the 50% tariffs (02:53) Even as the world waits for singularity, Wall Street is co...

On Episode 687 of The Core Report, financial journalist Govindraj Ethiraj talks to Poorva Chothani, Founder and Managing Partner - U.S. and Indian Immigration Law at LawQuest as well as Deepak Ballani, Director General at Indian Sugar Bio-energy Manufacturers Association (ISMA). SHOW NOTES (00:00) The Take (06:07) Why is HSBC overweight on India? (09:33) Indian refiners are boosting oil and gas ex...

On Episode 686 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as Ajay Kedia, Director at Kedia Advisory. SHOW NOTES (00:00) Stories of the Day (00:50) Why markets are directionless again (08:20) Silver has already risen 50% this year and why it could go further? (14:12) Automakers are r...

On Episode 685 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Expert, Dhairyashil Patil as well as President at the All India Consumer Products Distributors Federation (AICPDF). We all feature an excerpt from our series ‘Eye on Retail’. SHOW NOTES (00:00) Stories of the Day (01:00) Markets mostly fend off H-1B shock, IT stocks have mixed response (02...

India is now the world’s number two online shopping nation with over 270 million digital shoppers and a $60 billion e-commerce market that is only getting started. But what makes India’s digital retail story unique, and how will it reshape global business? We’re kicking off a brand-new series, Eye on Retail, supported by Flipkart, with a power-packed conversation featuring Manan Bhasin (Bain &...

On Episode 684 of The Core Report, financial journalist Govindraj Ethiraj talks to S. Ramesh, former chairman of the Central Board of Indirect Taxes and Customs, Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP as well as Nikhil Varma, Technical Lead, India at Algorand. SHOW NOTES (00:00) The Take (04:12) Markets will brace for IT stock hit (07:56) The prime minister welcomes a new G...

#watchnow | Is the AI stock rally unstoppable or already running on borrowed time? Since the launch of ChatGPT, markets have added trillions in value, fueled by tech giants like NVIDIA, Amazon, Tesla, Meta, and Oracle. But can this AI boom really last, or is it the next bubble investors should beware of? In this episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Aoifinn Devi...

#watchnow | India wants reliable power without price shocks. In this conversation on The Core Report Weekend Edition, Govindraj Ethiraj talks with Atanu Mukherjee of Dastur Energy about a practical four step path to real energy security. Clear choices. Real trade offs. Actionable ideas for policy makers, industry leaders, and investors. What you will learn• How ethanol blending helps and where it...

On Episode 681 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Prothi, Director General at Coalition for Disaster Resilient Infrastructure as well as Ambareesh Baliga, Veteran Market Expert. SHOW NOTES (00:00) Stories of the Day (00:50) The markets rise on tariff developments and rate cuts (04:26) How far can domestic flows support markets? (12:36) How Mumbai is India’s mi...

On Episode 680 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, Executive Vice President (Media, Retail, Consumer Discretionary & Internet) at Elara Capital. SHOW NOTES (00:00) Stories of the Day (01:00) Markets rise again on tariff talks (02:22) How it’s been a year and the markets have not gone anywhere (05:02) Where are GST savings in households really like...

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...