The Core Report

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...

On Episode 654 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director - S&P Global Mobility, India & ASEAN. We also feature an excerpt from Puja Mehra’s recent interview with Neelkanth Mishra from our show How India’s Economy Works. SHOW NOTES (00:00) Stories of the Day (01:01) Will India join the global stock rally party? (05:45) Why you should not worr...

On Episode 653 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP at Geojit Financial Services. We also feature an excerpt from our Interview with Abhijit Pegu, co-founder of LW3. SHOW NOTES (00:00) Stories of the Day (00:50) Markets struggle to make up their mind (10:24) Inflation is now 1.55% and food inflation is now deflation (13:19) Decoding 25% tariff...

On Episode 652 of The Core Report, financial journalist Govindraj Ethiraj talks to Viral Desai, Senior Executive Director at Knight Frank as well as Sugandha Sachdeva, Founder at SS WealthStreet. SHOW NOTES (00:00) Stories of the Day (00:50) Markets appear to price in the worst of Trump tariffs as domestic flows stay strong. (07:02) Where could gold prices go? (13:58) A new IT Bill has been passed...

On Episode 651 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas. We also feature an excerpt from an upcoming episode of How India’s Economy Works, where economic journalist Puja Mehra speaks to economist Rajiv Kumar about his latest book. SHOW NOTES (00:00) The Take (05:48) Labour-intensive industries are now panicking though the market...

In this episode of The Core Report Weekend Edition, we ask the big question — what will it take for India to repair US trade relations? In this high-stakes conversation, leading voices in diplomacy, economics, and foreign affairs unpack the standoff between India and the United States. Is this really about tariffs and trade policy, or is it driven by deeper geopolitical tensions involving Russia,...

On Episode 649 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as C S Vigneshwar, President at FADA. SHOW NOTES (00:00) Stories of the Day (00:50) Indian markets bet on a solution to India-US tariff war (04:36) Which sectors are really affected at peak tariff and why? (14:51) Are Indian...

On Episode 648 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda as well as Ayaz Memon, veteran sports journalist and commentator. SHOW NOTES (00:00) Stories of the Day (01:00) Can the stock markets now shrug off the 25% plus 25% tariffs that we are now facing for Indian exports into the US?  (07:01) No rate cuts right now says th...

On Episode 647 of The Core Report, financial journalist Govindraj Ethiraj talks to Moses Harding John, President & CEO at IndusInd International Holdings Limited, Mauritius as well as Chirag Doshi, Executive Director, LGT Wealth India. SHOW NOTES (00:00) Stories of the Day (01:00) Indian markets have an earnings challenge (03:49) How Wall Street’s big brokerages are projecting a 15% fall in S&...

On Episode 646 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President at Seafood Exporters Association of India as well as Vaibhav Sanghavi, CEO of ASK Hedge Solutions. SHOW NOTES (00:00) Stories of the Day (00:50) Could the Sensex hit 100,000 by next year? (02:40) The rupee falls despite the dollar index also going down (03:08) Could lower US interest rates sen...

On Episode 645 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, Chief Executive Officer, Ananta Centre as well as Shankkar Aiyar, veteran economic journalist, columnist and author. SHOW NOTES (00:00) Stories of the Day (00:50) Markets continue to reel from FII selling and weak cues. (05:49) Rising gold demand suggests prices will be stable to high in coming month...

On Episode 644 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Strategist at Q India UK as well as Ajay Srivastava, Founder at Global Trade Research Initiative. SHOW NOTES (00:00) Stories of the Day (03:24) US latest tariff threats point to failure in negotiations (07:15) Who will get most hurt by the higher tariffs (27:25) India may be suspending...