The Core Report

With the recent passing of legendary Industrialist Ratan Tata, financial journalist Govindraj Ethiraj takes a trip down memory lane to rediscover the entrepreneurial qualities of the man that made him so influential on Indian business. Joined by S. Ramadorai , former CEO and Managing Director of Tata Consultancy Services (TCS); Ravi Kant , former Managing Director of Tata Motors; Sudhir Sethi , Fo...

On Episode 407 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhishek Gaoshinde, deputy vice president of research at Sharekhan by BNP Paribas SHOW NOTES (00:00) The Take (04:12) Markets rise (05:06) Oil prices fall as stockpiles increase (06:04) TCS results are out, net profits down marginally QoQ (14:17) Inflation set to rise for last month ⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your...

On Episode 406 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, economist with Quanteco Research. SHOW NOTES (00:00) The Take: Why Is Nestle Hiring An Ex-Amazon Person? (05:09) Ratan Tata Passes Away at 86 (05:48) Markets retreat after gaining, as weakness persists (08:16) Oil prices slip again on weak demand and China stimulus disappointment (09:20) Gold buying in...

On Episode 405 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddhartha Rastogi, managing director of Ambit Investment Advisors as well as Ajay Rotti, founder and CEO of Tax Compaas. SHOW NOTES (00:00) The Take (04:41) Markets recover on political and China cues, could stabilise now (06:58) Oil slips after demand woes weigh again (09:50) Decoding the Nifty50 as an investment...

On Episode 404 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, the newly elected president of the Federation of Automobile Dealers Associations (FADA) as well as Nitin Jain, chairman and managing director of the Neo Group. SHOW NOTES (00:00) The Take: The Fork On The Road For Ola (05:00) Markets’ longest losing streak in 2 years could continue (05:40) More globa...

On Episode 403 of The Core Report, financial journalist Govindraj Ethiraj talks to Bhushan Kedar, Director, Funds & Fixed Income Research at Crisil Market Intelligence and Analytics. SHOW NOTES (00:00) The Take (04:21) Markets' worst week in over 2 years (07:09) Oil is now inching back to $80 as middle east tensions stretch further (08:25) Forex reserves hit record high, crossing $700 billion...

On Episode 402 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as Bjarne Schieldrop, Chief analyst commodities of Oslo-based energy research firm SEB. SHOW NOTES (00:00) The Take (03:14) Markets crash 1,800 points. Could they fall further? (05:06) Will retail investors sustain the beating? (12:42) Oil prices are rising as traders...

On Episode 401 of The Core Report, financial journalist Govindraj Ethiraj talks to Raghav Manohar Narsalay, partner at PwC and Lead for Research and Insights Hub, India. SHOW NOTES (00:00) The Take (04:31) Markets on hold as external pressures build up (08:11) Is $50 a barrel oil on the horizon? (09:51) Two wheeler sales are up, will the festive season surprise? (10:58) Why is India Inc holding ba...

On Episode 400 of The Core Report, financial journalist Govindraj Ethiraj talks to BV Krishna Rao, president of The Rice Exporters Association. SHOW NOTES (00:00) The Take: The China Syndrome (05:57) Markets fall sharply as correction sets in (08:32) Oil prices unstirred by middle east tensions so far (10:30) Lifting of ban on India’s rice exports bring down global rice prices, cheer to NRIs (17:2...

On Episode 399 of The Core Report, financial journalist Govindraj Ethiraj talks to Aniket Dani, Director at CRISIL. SHOW NOTES (00:00) The Take (05:29) The markets take breather, could rise again (07:05) India leads global IPO mania. (09:02) NRIs can rejoice, Indian rice is headed back to global markets. (10:55) Why India needs more container ships (19:04) India’s China conundrum and how import du...

On Episode 398 of The Core Report, financial journalist Govindraj Ethiraj talks to Sabina Dewan, president and executive director of the JustJobs Network. SHOW NOTES (00:00) Stories Of The Day (01:00) The markets are rising and also diverging (04:26) Oil prices slide as contrary to expectations, Saudi Arabia and others might hike production (05:46) Indian steel companies want import duties to be d...

On Episode 397 of The Core Report, financial journalist Govindraj Ethiraj talks to Devendra Kumar Pant, chief economist of India Ratings & Research. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets hit highs for 5th consecutive session, more mutual funds switch to cash (03:52) Global stocks are not enthused by China’s bold stimulus moves (04:51) India needs FDI in manufacturing, says ADB...

On Episode 396 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Jain, vice president of research at Dolat Capital Market. SHOW NOTES (00:00) The Take : The fear of a real stock market scam (04:12) Major indices take a pause, metal stocks shine on China light (05:44) JP Morgan highlights India manufacturing opportunity & SE Asia (07:24) Will India’s IT sector have bette...

On Episode 395 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, founder of Equinomics Research as well as Bjarne Schieldrop, chief analyst commodities at Oslo-based SEB Research. SHOW NOTES (00:00) The Take : Speculation Sahi Nahi Hai (04:41) Liquidity surge drives Indian markets to fresh records (05:54) Mutual fund investors set to cross 50 million (06:46) Forei...

On Episode 394 of The Core Report, financial journalist Govindraj Ethiraj talks to Harish Bijoor, Brand & Business strategy specialist and founder of Harish Bijoor Consults Inc. SHOW NOTES (00:00) The Take : India’s Whiskey Trail Is A R&D Success (05:38) The markets deliver a Friday whopper, could resume steady climb on Monday (06:58) India is second best stock market in the world (09:45)...

𝗕𝗮𝗷𝗮𝗷 𝗛𝗼𝘂𝘀𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝘀𝗮𝘄 𝗶𝘁𝘀 𝘀𝗵𝗮𝗿𝗲𝘀 𝘀𝘂𝗿𝗴𝗲 𝗯𝘆 𝟭𝟯𝟲% 𝗼𝗻 𝗶𝘁𝘀 𝗱𝗲𝗯𝘂𝘁, 𝗰𝗹𝗼𝘀𝗶𝗻𝗴 𝗮𝘁 ₹𝟭𝟲𝟱 𝗰𝗼𝗺𝗽𝗮𝗿𝗲𝗱 𝘁𝗼 𝗶𝘁𝘀 𝗶𝘀𝘀𝘂𝗲 𝗽𝗿𝗶𝗰𝗲 𝗼𝗳 ₹𝟳𝟬. 𝗦𝗶𝗺𝗶𝗹𝗮𝗿𝗹𝘆, 𝗣𝗡 𝗚𝗮𝗱𝗴𝗶𝗹 𝗝𝗲𝘄𝗲𝗹𝗹𝗲𝗿𝘀' 𝘀𝘁𝗼𝗰𝗸 𝗰𝗹𝗶𝗺𝗯𝗲𝗱 𝗯𝘆 𝟲𝟱%, 𝗲𝗻𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗱𝗮𝘆 𝗮𝘁 ₹𝟳𝟵𝟯 𝗳𝗿𝗼𝗺 𝗮𝗻 𝗶𝘀𝘀𝘂𝗲 𝗽𝗿𝗶𝗰𝗲 𝗼𝗳 ₹𝟰𝟴𝟬. 𝐁𝐮𝐭 𝐢𝐬 𝐭𝐡𝐢𝐬 𝐡𝐲𝐩𝐞 𝐣𝐮𝐬𝐭𝐢𝐟𝐢𝐞𝐝? Investor FOMO (Fear of missing out) is driving demand for IPOs. As more flock to buy shares before the listing, the price tends to soar. This, in...

On Episode 392 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Founder and Director of Kedia Advisory as well as Rohini Pande the Henry J. Heinz II Professor of Economics and Director of the Economic Growth Center at Yale University. SHOW NOTES (00:00) The Take (04:02) Wall Street jumps and could drive up Indian stocks further on Friday. (06:06) Rupee recovers to a...

On Episode 391 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, founder of the Global Trade Research Initiative. SHOW NOTES (00:00) The Take (04:12) Markets slip down in anticipation of Fed moves (05:10) India overtakes China on key MSCI Index (08:20) Why are India’s exports slipping? (17:49) Should you rent or buy? ⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠...

On Episode 390 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, executive chairman of Shree Renuka Sugars and also chairman of the Asian Palm Oil Alliance. SHOW NOTES (00:00) The Take (04:21) Markets on standby for US Fed Rate Cut Today (05:23) Oil prices fall, as does wholesale price inflation (06:21) Gold imports jumped 3 times in August thanks to lower duties...

On Episode 389 of The Core Report, financial journalist Govindraj Ethiraj talks to Narendra Solanki, head of fundamental research at Anand Rathi Investment Services as well as Dr Arunabha Ghosh, founder-CEO of the Council on Energy, Environment and Water (CEEW). SHOW NOTES (00:00) The Take (05:09) The markets hit fresh highs (07:13) Is the Bajaj Housing IPO the last best opportunity there ever was...

On Episode 388 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Phatak, research director of Counterpoint Research. SHOW NOTES (00:00) The Take: What was the Mahindra Group Thinking? (05:38) Markets slow down (07:22) After Hyundai, another Korean giant LG considers India IPO (08:44) Apple gains market share but the mobile phone market is a Chinese monopoly (17:21) Governme...

In this episode of The Core Report: Weekend Edition, host Govindraj Ethiraj caught up with legendary investor Mark Mobius, Chairman of the Mobius Emerging Opportunities Fund. Mobius observes the significant growth in market capitalisation and the dramatic rise in the number and size of stocks in India, emphasising why India is a prime investment destination. He explores how India's robust GDP...

On Episode 386 of The Core Report, financial journalist Govindraj Ethiraj talks to Harish Bhat, Advisor and Director at the Tata Group and co-author of the book ‘ Jamsetji Tata: Powerful Learnings for Corporate Success’ . SHOW NOTES (00:00)  Stories Of The day (01:09) Bulls tire of pause, hit play again, markets zoom 1,439 points (02:56) ECB Cuts Rates Again, All Eyes On Federal Reserve Now (04:09...

On Episode 385 of The Core Report, financial journalist Govindraj Ethiraj talks to Sehul Bhatt, Director at CRISIL as well as Jignesh Shial, Director - Research; Head of BFSI Sector at InCred Capital. SHOW NOTES (00:00)  The Take (05:29)  Markets fall again as global cues take hold (06:13)  Oil price fall is now worrying markets across. (07:20)  How rising temperatures and heavy rains are changing...

On Episode 384 of The Core Report, financial journalist Govindraj Ethiraj talks to Narendra Taneja, leading energy expert and chairman of the Independent Energy Policy Institute. SHOW NOTES (00:00) The Take (04:12) Markets stay positive but lean on Wall Street (05:10) Mutual funds pull in Rs 38,000 crore in August, second highest ever (06:19) China’s $6.5 trillion market loss since the 2021 peak (...