The Core Report

On Episode 506 of The Core Report, financial journalist Govindraj Ethiraj talks to Dhirendra Kumar, Founder and CEO of Value Research as well as Dr Viranchi Shah, spokesperson and until recently president of the Indian Drug Manufacturers Association (IDMA). SHOW NOTES (00:00) The Take (05:57) Markets in free fall (07:20) The rupee has a solid rebound thanks to RBI intervention (09:51) How do you r...

On Episode 505 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder of Equinomics Research as well as Jigar Pandit, Senior Vice President - Business Head Commodity & Currency at Mirae Asset Sharekhan. SHOW NOTES (00:00) The Take (05:57) Markets fall as Trump tariffs once again take hold (06:46) Should investors stay away from small and mid cap stocks (17:...

On Episode 504 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. K Joseph Thomas, Head of Research for Emkay Wealth Management. We also feature an excerpt from our interview with Kamal Kishore Chatiwal, Chairman of Indraprashta Gas Limited (IGL) as part of our Energy Special series with IEW. SHOW NOTES (00:00) Stories of the Day (00:50) Markets are now wary of Trump announcem...

This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Sandeep Kumar Gupta , Chairman and Managing Director, GAIL (India) limited. They discuss GAIL's extensive pipeline network, the technicalities of gas transport and supply, how gas can help offset the climate crisis, contraints on the use of Gas in india, an...

This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Arvinder Singh Sahney, Chairman of Indian Oil Corporation Ltd. (IndianOil). They discuss IndianOil's processing capacity, product strategy, clean energy and the future of India's energy requirements. Tune in for insights into the scale of an energy gian...

On Episode 501 of The Core Report, financial journalist Govindraj Ethiraj talks to DK Joshi, Chief Economist at CRISIL. We also feature an excerpt from our interview with Arvinder Singh Sahney, Chairman of Indian Oil Corporation Ltd. (IndianOil) as part of our Energy Special series with IEW. SHOW NOTES (00:00) Stories of the Day (01:09) Why the markets are wary of a RBI rate cut (03:19) What is th...

On Episode 500 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajesh Nambiar, president of Nasscom (National Association of Software and Service Companies) as well as Rahul Mehta, Chief Mentor of the CMAI (Clothing Manufacturers Association of India). SHOW NOTES (00:00) Stories of the Day (01:29) Markets edge down with selling in consumer stocks (02:07) Gold prices hit record...

On Episode 499 of The Core Report, financial journalist Govindraj Ethiraj talks to J. Kyle Bass, Founder and Chief Investment Officer at Hayman Capital Management. SHOW NOTES (00:00) Introduction (01:38) Markets on Tuesday (02:52) The Rupee is Up (03:18) The China Syndrome (05:07) India Has Outgrown Emerging Markets – J. Kyle Bass Explains Why ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Register for India Energy Week, Feb 11-1...

On Episode 498 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, Vice President, Shinhan Bank as well as Ajay Rotti Founder and CEO of Tax Compass . SHOW NOTES (00:00) Stories of the Day (00:50) Trump tariff shocks hit Indian markets (04:17) The rupee takes a sharp knock as the dollar surges (13:52) The new oil routes that could kick in on Canada and Mexico tariffs...

  On Episode 497 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok Bhattacharya, Editorial Director at Business Standard, Jairaj Purandare, Founder and Chairman at JMP Advisors as well as Indrani Bagchi, CEO at Ananta Aspen Centre. SHOW NOTES (00:00) The Take (06:36) Trade wars begin. (09:13) The markets did not get what they wanted from the Union Budget (11:14) A distilled...

On this Budget Special of The Core Report, financial journalist Govindraj Ethiraj is joined by Uday Ved, Partner at KNAV & Co, E.N. Dwaraknath, Partner at Price Waterhouse & Co LLP and Ajay Srivastava, Founder of Global Trade Research Initiative to talk about the key takeaways from yesterday’s Union Budget. SHOW NOTES (00:00) Introduction (07:16) Tax Changes and Simplification in the Budge...

On Episode 495 of The Core Report, financial journalist Govindraj Ethiraj takes you through the big business stories for today. We also have an excerpt, as part of our Energy Special series for India Energy Week 2025, from an interview featuring Ranjit Rath, Chairman and Managing Director at Oil India Limited. SHOW NOTES (00:00) The Take: India Must Equip Its Small Businesses To Fight In A Degloba...

This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Ranjit Rath, Chairman and Managing Director at Oil India Limited (OIL). They discuss OIL's current exploration efforts at the Brahmaputra, changes they have made to their strategy of discovery, Natural Gas wells in Assam, the huge potential for Compressed b...

This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Arun Kumar Singh, Chairman and Chief Executive Officer at the Oil and Natural Gas Corporation Limited. They discuss the current state of oil exploration, onshore vs offshore production, their new deal with British Petroleum, petrochemical strategy, renewables a...

On Episode 494 of The Core Report, financial journalist Govindraj Ethiraj talks to Riaz Thingna, Partner at Grant Thornton Bharat LLP. We also have an excerpt from an interview (part of our energy special series for India Energy Week 2025) featuring Arun Kumar Singh, Chairman and CEO of the Oil and Natural Gas Corporation (ONGC). SHOW NOTES (00:00) The Take: When Was India’ s Sputnik Moment (05:57...

On Episode 493 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Lead Economist at Emkay Global Financial Services as well as Praveen Singh, Associate VP, Fundamental Currencies and Commodities at Mirae Asset Sharekhan SHOW NOTES (00:00) A Small Take (03:05) Banking stock rally drives up Indian markets (05:16) Understanding the central bank’s liquidity boost measur...

On Episode 492 of The Core Report, financial journalist Govindraj Ethiraj talks to Jaspreet Bindra, founder and MD of Tech Whisperer LTd and Co-founder and CEO of Ai&Beyond as well as Dwarak Narasimhan, Partner at Price Waterhouse & Co, LLP, India SHOW NOTES (00:00) The Take (05:38) Markets hit 7 month low, longest losing streak in 23 years (08:57) Oil prices fall on fresh Trump call to OP...

On Episode 491 of The Core Report, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, veteran economic journalist and author. SHOW NOTES (00:00) Stories of the Day (01:00) FIIs have sold close to $8 billion in January (02:27) JP Morgan warns of sudden stop of foreign investment to emerging markets on account of better alternatives (06:26) India keeps options on crude oil open after sa...

This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj is joined by Vartika Shukla, Chairman and Managing Director of Engineers India Limited. With EIL having mega projects in various sectors, they talk about the range of influence of the petrochemical sector, with insights on its pivotal role in various industries. She als...

On Episode 489 of The Core Report, financial journalist Govindraj Ethiraj talks to Revati Kasture, CEO at CareEdge Global IFSC Limited. SHOW NOTES (00:00) The Take (04:50) Markets hold on for yet another day, IT saves the day. (07:56) Gold prices retreat, oil prices steady. (09:37) India has a global ratings agency, how does it work? ⁠⁠⁠⁠⁠⁠⁠Register for India Energy Week, Feb 11-14⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠...

On Episode 488 of The Core Report, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, veteran market analyst as well as Pushan Sharma, Director- Research at Crisil Intelligence. SHOW NOTES (00:00) Stories of the Day (01:00) Markets recover from Trump and earnings battering (02:17) What are the underlying trends in the markets right now? (09:42) The Rupee is holding relatively strong...

On Episode 487 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Founder & Principal Economist at Asia Decoded as well as Prashanth Agarwal, Partner at PwC. SHOW NOTES (00:00) The Take (05:19) The markets crash again on Trump policy uncertainty (07:29) Oil prices ease off on increased supply triggers (09:37) The Trump presidency: The Asia view (16:13) Revenu...

On Episode 486 of The Core Report, financial journalist Govindraj Ethiraj talks to Aashish Sommaiyaa, Executive Director and CEO WhiteOak Capital Asset Management as well as Dr Irfan Nooruddin, the Hamad bin Khalifa Al-Thani Professor of Indian Politics at Georgetown University in Washington, D.C. SHOW NOTES (00:00) Stories of the Day (01:00) Trump effect lifts global, Indian markets (03:34) Which...

On Episode 485 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhu Dhamodharan, Convenor at the Indian Texpreneurs Federation as well as Karan Taruani, Consumer Analyst and Senior Vice President at Elara Securities. SHOW NOTES (00:00) The Take (04:50) The stock markets are still under pressure, on standby for Budget cues (06:12) India’s forex reserves are at 10 month low, do...

This week financial journalist Govindraj Ethiraj is joined by Govindraj Ethiraj sits down with Vishal Kampani, Vice Chairman and Managing Director of JM Financial, to explore the dynamic evolution of India's financial landscape. From private equity to capital markets, they discuss the shifting preferences of investors, as well as the opportunities and hurdles shaping the sector. Kampani highli...