The Core Report

On Episode 425 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Amir Ullah Khan, Economist and Research Director of the Centre for Development Policy and Practice. SHOW NOTES (00:00) The Take (05:29) Markets recover in special trade, all eyes on US elections (06:27) Oil prices rise on speculation that Iran might retaliate (06:55) Nvidia to replace Intel on Dow Jones Index (08...

Marico has been around for 25 years and is known for its popular brands like Parachute and Saffola. But the Indian market is changing rapidly, with new consumer trends emerging all the time. So how is Marico keeping up? On The Core Report: Weekend Edition, Govindraj Ethiraj is joined by Saugata Gupta, MD & CEO at Marico Limited. He discusses how the company strategically expanded into new cate...

What if you could unlock the secrets to enduring success through the world of industrial pioneers? In this special episode of The Core Report, Govind Ethiraj discusses the legacy of the Tata group with R. Gopalakrishnan and Harish Bhat, co-authors of the transformative book Jamsetji Tata: Powerful Learnings for Corporate Success. Their book dives deep into the life and legacy of Jamsetji Tata, the...

On Episode 422 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist at Emkay Global Institutional Equities. SHOW NOTES (00:00) Stories Of The Day (01:19) Markets recover, push back against the bears. How long? (04:10) Oil jumps as some calm returns to the middle east. (05:40) Uncertainty in Japan as a snap election has mixed results (06:56) India’s sta...

On Episode 421 of The Core Report, financial journalist Govindraj Ethiraj talks to Pushan Sharma, Director - Research, CRISIL Market Intelligence and Analytics as well as Himanshu Parekh, Partner and Head of tax (West) at KPMG. SHOW NOTES (00:00) The Take (05:00) The markets continue to sell off (06:50) India is one of the most attractive bond markets in the world now (10:22) Revenue growth slowes...

In this weekend edition of The Core Report, prominent Indian businessman and Co-Chairperson of Forbes Marshall Naushad Forbes and Financial journalist Govindraj Ethiraj explore the reasons why Indian companies are lagging behind global firms in R&D spending. Forbes argues that India's investment in R&D is significantly lower than the world average, with Indian firms only investing 0.3% of...

On Episode 419 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinod Karki, Equity Strategist with ICICI Securities as well as Heena Vazirani, Partner at PwC india. SHOW NOTES (00:00) The Take (03:53) Markets are flat, could they stay here? (06:11) The surprising story behind the record $10 billion worth of stock sold by FIIs in October (15:04) Manufacturing PMI picks up (17:27...

On Episode 418 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist at Emkay Global Institutional Equities as well as Sheetal Sapale, VP Commercial at Pharmarack. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets struggle once again to hold gains as sellers take charge (01:50) Consumer products giant HUL says urban demand is slowing, reports lower...

On Episode 417 of The Core Report, financial journalist Govindraj Ethiraj talks to Divyam Mour, research analyst at Samco Securities as well as Sagar Shetty, research analyst at StoxBox. SHOW NOTES (00:00) The Take: That Sinking Feeling (03:33) Markets are falling. The Mega IPO effect (07:59) A Look at the Cement and IT (13:49) How China Plus One has fallen short (15:29) HSBC Restructures, Gets Fi...

On Episode 416 of The Core Report, financial journalist Govindraj Ethiraj talks to entertainment industry journalist and author Vanita Kohli Khandekar as well as Dr Ajay Mathur, Director General of the International Solar Alliance. SHOW NOTES (00:00) The Take (05:09) FPIs in full blown selling mode, unload $10 billion of stock (06:46) Rupee hits record close, gold prices are up 32% this year (07:4...

On Episode 415 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder of the Global Trade Research Initiative (GTRI) as well as Shankkar Aiyar, veteran economic journalist and columnist. SHOW NOTES (00:00) The Take (06:07) Markets receive fresh set of positive cues, will they respond (08:37) Oil prices soften once again (09:25) Gold hits fresh record. Safe hav...

Only 1 in 2 youth in India are employable, leaving over 443 million young people lacking the skills needed for today’s workforce, according to the 2024 Economic Survey. But why is that the case of an economy that remains one of the fastest-growing at a rapid clip of 8.2%? In this edition of The Core Report, Financial Journalist Govindraj Ethiraj gets a bird’s eye view of the many challenges of ski...

On Episode 413 of The Core Report, financial journalist Govindraj Ethiraj talks to Vishesh Dora, Chief of Staff at Bizom. SHOW NOTES (00:00) The Take: The Hyundai IPO Flop (03:53) Markets lose further ground (06:48) Hyundai IPO scrapes through (07:09) ECB cuts rate for third time (08:06) RBI Cracks down on more NBFCs, including leading app-based ones (11:26) High prices are slowing down festival s...

On Episode 412 of The Core Report, financial journalist Govindraj Ethiraj talks to Andrew Holland, Mumbai-based CEO at Avendus Capital Public Markets Alternate Strategies as well as Dwarak Narasimhan, Partner at Price Waterhouse & Co LLP, India. SHOW NOTES (00:00) The Take: Whose Data Is It Anyway? (05:00) Markets fall further as cues disappear (05:53) Hyundai Motors IPO is in second gear (07:...

On Episode 411 of The Core Report, financial journalist Govindraj Ethiraj talks to Gulam Zia, senior executive director at Knight Frank as well as Madan Sabnavis, chief economist at Bank of Baroda. SHOW NOTES (00:00) The Take (04:21) Markets slip again, Hyundai IPO partly subscribed (06:03) Oil slides again, below $74 a barrel after touching $80 a few days ago (11:34) Is Nariman Point making a com...

On Episode 410 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, founder and managing director at CR Forex as well as Tarun Pathak, director of Counterpoint Research. SHOW NOTES (00:00) The Take (04:31) Markets rise and stabilise (05:34) The rupee hits a lifetime low. Why is the RBI not defending it? (14:37) Retail inflation jumps to highest level at 5.49% in 2024, W...

On Episode 409 of The Core Report, financial journalist Govindraj Ethiraj talks to Jay Kothari, senior vice president at DSP Mutual Fund as well as Amit Prothi, director general of the Coalition for Disaster Resilient Infrastructure (CDRI). SHOW NOTES (00:00) The Take (04:41) Markets search for footing even as Wall Street hits highs (06:57) FIIs sell close to $8 billion in 9 sessions. The China fe...

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...