The Core Report

  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...

On Episode 483 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinod Giri, Director General of the Brewers Association of India as well as Vivek Kumar, economist at QuantEco Research. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets gain on US interest rate outlook and positive fund flow cues (03:16) Infosys results and guidance suggest US banks will increase spending on t...

On Episode 482 of The Core Report, financial journalist Govindraj Ethiraj talks to Uday Ved, Partner-Tax Services at KNAV CPA India. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets hold on to a recovery, Wall Street zooms, drive positive cues. (03:44) Gold prices are inching up after while. (04:11) The rupee turns in its best performance in 7 months. (05:33) Oil markets are still on the edge...

On Episode 481 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Shah, well known economist and columnist as well as Vandana Hari, Founder and CEO of Vanda Insights. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets fight to end in the positive (04:41) The policy flip flop on the rupee and its implications (19:42) Decoding the sanctions bombshell on Russian oil and impac...

On Episode 480 of The Core Report, financial journalist Govindraj Ethiraj talks to Viktor Katona, head of oil analysis at energy research firm Kpler as well as Rama Bijapurkar, author, business advisor and researcher of Indian consumer markets. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets hit a 7-month low, some fund managers still wary of valuations (04:45) Rupee slides past 86 to the US...

On Episode 479 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder of Equinomics Research as well as Himanshu Parekh, Partner and Head of Tax (West) at KPMG. SHOW NOTES (00:00) The Take: India’s Diagnostics Industry Is Going to Grow (04:41) Markets stay on weak footing, will midcaps surprise? (07:20) What early market trends for 2025 are telling us about sto...

This week financial journalist Govindraj Ethiraj is joined by Vineet Agarwal, Managing Director at the Transport Corporation of India Limited. Agarwal discusses the current state of the logistics sector, from growth opportunities and profitability to the challenges and implications of supply chain disruption. You’ll learn about all things supply chain management whether it be for quick commerce, w...

On Episode 477 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Pathak, Telecom Analyst and Research Director at Counterpoint Research. SHOW NOTES (00:00) Stories Of The Day (01:09) Markets are sliding away (06:50) The Indian mobile phone market has stagnated, thanks to which half the manufacturing capacity of 500 million phones is lying idle (18:02) RBI wants to improve i...

On Episode 476 of The Core Report, financial journalist Govindraj Ethiraj talks to Bjarne Schieldrop, Chief Commodity Analyst at Oslo headquartered SEB as well as Pratik Shah, Managing Director for India and SAARC at F5. SHOW NOTES (00:00) Stories Of The Day (01:00) The stock markets fight back a fresh bout of selling (03:27) ONGC ties up with BP to boost oil drilling output, the IEW segment (09:5...

On Episode 475 of The Core Report, financial journalist Govindraj Ethiraj talks to DK Joshi, Chief Economist at CRISIL. We also feature an excerpt from our interview from episode 465 with Dinesh Kanabar, tax expert and CEO at Dhruva Advisors. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets pause  (04:15) Rupee recovers, rises sharply (05:30) GDP growth slows, advance estimates show (14:25) C...