The Core Report

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 (...

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,...