The Core Report

On Episode 383 of The Core Report, financial journalist Govindraj Ethiraj talks to Shantanu Rooj, founder and CEO of TeamLease Edtech. SHOW NOTES (00:00) The Take (04:41) Markets recover, but on weak footing (06:15) Morgan Stanley cuts oil price projection once again (07:20) Cut in Gold Import Duties To Boost Domestic Business (10:10) Iron ore prices fall below $90 a tonne (10:57) Thumbs up for th...

On Episode 382 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijay Setia, former president of the All India Rice Exporters Association. SHOW NOTES (00:00) The Take: The Givers and The Takers of Indian Stock Markets  (04:41) Why markets are still weak (06:50) Demand woes push oil prices lower, now around $71 a barrel (07:51) Basmati rice exporters project bumber crop, want exp...

On Episode 381 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of the Federation Of Automobile Dealers Associations (FADA). SHOW NOTES (00:00) The Take: Worshipping The Sun  (04:21) Markets slip further as the bottom stays weak (06:56) Oil at its lowest since June 2023 (08:10) Auto sales fall again, inventories rise further (21:06) Singapore whic...

On Episode 380 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Mishra, SVP-Research at Religare Broking. SHOW NOTES (00:00) The Take: India’s affluent class has choices to make (05:48) Indices fall as markets digest Wall Street moves (06:20) Rupee hits fresh lifetime low (06:52) Car dealerships say inventories have risen further to 75 days (07:48) Oil prices hit 9-month lo...

On Episode 379 of The Core Report, financial journalist Govindraj Ethiraj talks to Jaikrishnan G, Partner - Advisory at PwC India. SHOW NOTES (00:00) The Take: Reading The Right Signs (04:31) Stock Markets rise for the 14th consecutive and record session but barely. (05:34) Oil prices have now fallen below $75 a barrel. (06:16) Go for Gold, says Goldman, Indian asset managers concur (08:18) Educat...

On Episode 378 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, CEO of Avialaz Consultants. SHOW NOTES (00:00) The Take (03:43) India’s longest ever stock market rally continues, enters 13th day (05:18) Share of Russian crude in India’s oil basket continues to fall (07:52) The operational dynamics of the Air India - Vistara merger with fresh insights (19:29) Volksw...

On Episode 377 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Awtaney, founder and editor of LiveFromALounge.com . SHOW NOTES (00:00) The Take : Grin and Bear It (04:31) The markets now sit on their longest rally ever (05:59) GDP slows down as projected, economists are revising full year growth figures downwards (07:49) GST collections cross Rs 175,000 crore again, steady...

In this episode of The Core Report: Weekend Edition, Govindraj Ethiraj explores the fascinating intersection of science and culture at the Science Gallery in Bengaluru. Join us as we discover how this public institution is engaging young minds through research-based interactions and promoting critical thinking. Our guests, Jahnavi Phalkey, Founding Director of Science Gallery, and Rohini Nilekani,...

On Episode 375 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, veteran market and Reliance watcher and founder of DRChoksey Finserv. SHOW NOTES (00:00) The Take : The Importance of Friction in Payments (05:38) Markets On Longest Winning Streak in 17 years (06:36) Defence stocks, once a darling, are still falling (09:12) Reliance says it will double earnings in re...

On Episode 374 of The Core Report, financial journalist Govindraj Ethiraj talks to Neeti Sharma, CEO of Teamlease Digital. SHOW NOTES (00:00) The Take : Why a primary market problem is also a market problem (05:09) Markets see the longest winning run in 4 years. (06:09) Caution on Wall Street even as it waits on Nvidia result (08:14) Will captives of multinationals absorb excess manpower flows int...

On Episode 373 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, senior vice president of Elara Capital as well as Pranav Haldea, managing director of PRIME Database Group. SHOW NOTES (00:00) The Take : Why Indian investors need to be reined in (05:09) Markets on steady upward trot for 9 straight sessions (06:21) Maruti says no inventory problem but the problem is...

On Episode 372 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist at ICRA as well as Jawahar Bekay, managing partner at CaptiveAide Advisory. SHOW NOTES (00:00) The Take : Why India should now think China plus 2 (03:33) Markets catch Fed fever, ride on interest rate cut hopes (04:58) Oil prices rise once again on war tensions (06:00) Economists are pol...

On Episode 371 of The Core Report, financial journalist Govindraj Ethiraj talks to Dhairyashil Patil, president of the All India Consumer Products Distributors Federation as well as Shankkar Aiyar, economic journalist and author. SHOW NOTES (00:00) The Take : How the gap between private and government jobs is increasing (05:38) The stock markets see longest rally of 2024 and now braced for opening...

On Episode 370 of The Core Report, financial journalist Govindraj Ethiraj talks to Sugandha Sachdeva, commodity and currency analyst and founder of Delhi-based SS WealthStreet as well as economist Dr Brinda Jagirdar. SHOW NOTES (00:00) The Take : Will The Adani’s Do What The Regulators Failed To (05:57) Stock Markets rise for 6th session, albeit slowly (07:18) How an Indian auto maker’s multi-fuel...

On Episode 369 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as tax expert Dinesh Kanabar, founder and CEO of Dhruva Advisors. SHOW NOTES (00:00) The Take : The Price Of Reducing Friction (06:17) Markets Seek Direction Once Again (07:53) Gold Prices Edge Back But Stay In Record Territory (08:36) Is The PSU Stock Bull Run Over Fo...

On Episode 368 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Velonie, senior director at CRISIL Ratings. SHOW NOTES (00:00) The Take (05:00) Markets piggyback on Wall Street rise. IT stocks could keep momentum high (06:33) Oil prices slide on reports of peace talks in the middle east (08:07) Are more Indians switching to loans against gold because regular loans are becom...

On Episode 367 of The Core Report, financial journalist Govindraj Ethiraj talks to Mukesh Butani, well known tax lawyer and founder of BMR Legal. SHOW NOTES (00:00) The Take : How Safe is My Money? (05:00) Markets are listless and standing by (07:41) India’s usually strong rupee has weakened when most other currencies have risen (08:49) How iron ore went from being the hottest commodity to almost...

On Episode 366 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of the Federation Automobile Dealers Association (FADA). SHOW NOTES (00:00) The Take (06:43) Markets rock to Wall Street beat (07:54) Oil prices ease off on demand worries and reduced war tensions (08:50) Indian steel companies file anti dumping cases on Vietnam, even as Chinese steel...

In this episode of The Core Report: Weekend Edition, host Govindraj Ethiraj sits down with Mr. Shashi Kiran Shetty, Founder and Chairman of Allcargo Group, India’s largest homegrown logistics multinational. With operations spanning 180 countries, Allcargo has been at the forefront of transforming India's logistics landscape. Mr. Shetty shares his insights on India’s evolving port infrastructure an...

On Episode 364 of The Core Report, financial journalist Govindraj Ethiraj talks to Sunil Thakur, Partner at Quadria Capital. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets wait for US interest rate cues (01:50) Top 26 fund houses are sitting on nearly Rs 80,000 crore in cash, up 27 per cent from the previous month (06:37) India’s import bills rise as the Russian oil honeymoon conclusively e...

On Episode 363 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Gupta, senior director and deputy chief ratings officer at CRISIL Ratings. SHOW NOTES (00:00) The Take: Borrowing to Invest (05:09) Markets fall on weak signals (07:32) Red Sea crisis leads to 64% jump in global cargo ships fuelling in India. (10:07) Fitch Ratings says lower attrition, slow wage growth is hel...

On Episode 362 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist at ICRA as well as Shiv Putcha, founder & principal analyst at Mandala Insights. SHOW NOTES (00:00) The Take (05:29) Markets withstand Hindenburg, Adani stocks don’t (07:29) Inflation is down to 3.5%, why you shouldn’t celebrate yet (14:13) Bharti buys a 25% stake in iconic UK brand,...

On Episode 361 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, founder & CEO of Tax Compass as well as veteran economic journalist Shankkar Aiyar. SHOW NOTES (00:00) The Take (06:45) Markets To Hold Steady (08:00) Global anti money laundering watchdog wants India to step up diligence on politicians (09:22) Should Sebi set higher standards on disclosures of key s...

In this episode of The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj discusses the recent currency turmoil, focusing on the unwinding of the yen carry trade and its ripple effects on global markets, including India. With the help of Kunal Sodhani, Vice President, Global Trading Centre, FX & Rates Treasury at Shinhan Bank, Paras Jasrai, Senior Economic Analyst at India Ra...

On Episode 359 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, veteran market analyst and managing director of DRChoksey FinServ as well as Vivek Kumar, economist at QuantEco Research. SHOW NOTES (00:00) Stories Of The Day (06:07) Markets fail to hold gains once again though three fourths of globally carry trade removed (08:39) Will Indian markets get rerated to...