The Core Report

On Episode 308 of The Core Report, financial journalist Govindraj Ethiraj talks to Mihir Vora, chief investment officer of the recently launched Trust Mutual Fund as well as Vivek Kumar, economist at Mumbai-based QuantEco Research. SHOW NOTES (00:00) Stories Of The Day (01:48) Markets set to open gap up (11:34) Oil prices fall to around $81 a barrel even as major oil producers extend supply cuts (...

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Naveen Ahlawat, the Head of Power to X; Green Hydrogen, Green Steel, Gasification Projects, and CCSU at Jindal Steel & Power Ltd. Naveen Ahlawat oversees the gasification projects, Green Hydrogen initiatives, and the CCSU vertical within the organization. His vision focuses on advancing steel product...

On Episode 306 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic journalist and author Shankkar Aiyar as well as Dipti Deshpande, principal economist at Crisil. SHOW NOTES (00:00) Stories Of The Day (01:09) Markets are back to feeling jittery, is talking up the market counter productive? (14:25) FDI into India slows down (15:29) Monsoons have arrived earlier, int...

On Episode 305 of The Core Report, financial journalist Govindraj Ethiraj talks to Sandip Bansal, associate director and senior portfolio manager, ASK Investment Managers as well as Anumita Roychowdhury, executive director at Centre for Science and Environment, India. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets slide again, three trading days to go. (03:05) How does one pick stocks or th...

On Episode 304 of The Core Report, financial journalist Govindraj Ethiraj talks to London-based Arvind Chari, chief investment officer, Q India (UK) Ltd as well as Dr Viranchi Shah, national president of the Indian Drug Manufacturers Association (IDMA). SHOW NOTES (00:00) Stories Of The Day (01:09) Investors are increasing long positions ahead of Election Results (04:50) Foreign investors are look...

On Episode 303 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist of rating agency ICRA as well as Ashok Sreenivas, group coordinator at the Prayas (Energy Group). SHOW NOTES (00:00) Stories Of The Day (00:50) Markets swing again with 5 trading sessions to go for election results (01:54) How Japan & India are both China + 1 investment destinations...

On Episode 302 of The Core Report, financial journalist Govindraj Ethiraj talks to Manisha Kapoor, CEO and Secretary General at the Advertising Standards Council of India (ASCI) as well as Captain Amit Singh, an active Airbus A320 pilot and also founder of Delhi-based Safety Matters Foundation. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets sailing away, six more trading sessions (05:08) Th...

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj Chats with Mohandas Pai, renowned Indian businessman and philanthropist, for a deep dive into the world of venture capital funding. The conversation delves into a decade of VC funding trends, with a specific focus on the recent news of board member departures at Byju's, a major Indian tech company. Pai, a former...

On Episode 300 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Hota, vice president, head of research at Sharekhan as well as Ayaz Memon, veteran cricket and sports journalist. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets hit all time highs again as confidence returns (03:40) How will domestic institutional investors play the peaks? (16:00) Indigo results refle...

On Episode 299 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, veteran market analyst and founder of Equinomics Research as well as Rafeeque Ahmed, chairman of the Farida Group. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets are holding higher, valuation fears spread. (03:54) Why you should worry about price to earnings ratios (15:42) RBI transfers 2.1 la...

On Episode 298 of The Core Report, financial journalist Govindraj Ethiraj talks to Tejas Gandhi, Secretary of The Federation of Indian Spice Stakeholders (FISS) as well as Arun Anandagiri, co-founder and group editor at Taxsutra. SHOW NOTES (00:00) Stories Of The Day (01:19) The $5 trillion mark finally arrives, what’s next? (02:53) The tug of war between institutional and retail investors (06:44)...

On Episode 297 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Alok Aggarwal, CEO and chief data scientist at Scry AI and author of “The Fourth Industrial Revolution and 100 Years of AI (1950-2050)”. SHOW NOTES (00:00) Stories Of The Day (01:10) Conflicting signals from the stock markets, what should you believe? (03:04) Some 14 major world markets are at all time highs, not...

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj sits down with Ajay Srivastava, founder of the Global Trade Research Initiative. They talk about the critical aspects of India's trade strategy, optimising exports, the ideal export-to-GDP ratio, the challenges and opportunities in industries like toys and garments, China's success in attracting manufacturers and...

On Episode 295 of The Core Report, financial journalist Govindraj Ethiraj talks to Sugandha Sachdeva, founder of SS WealthStreet as well as Amit Prothi, the director general of the Coalition for Disaster Resilient Infrastructure (CDRI). SHOW NOTES (00:00) Stories Of The Day (01:00) Markets whipsaw, Dow Jones hits all time high (04:18) Silver is back in the reckoning, hits all time highs, where cou...

On Episode 294 of The Core Report, financial journalist Govindraj Ethiraj talks to Hetal Dalal, president and COO of Institutional Investor Advisory Services (IiAS). SHOW NOTES (00:00) Stories Of The Day (01:09) India’s rank in MSCI increases and why that will mean more flows (03:48) How foreign institutional investors are most pessimistic on India in over 12 years (06:13) Why oil prices could sta...

On Episode 293 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, vice president commercial at Pharmarack. SHOW NOTES (00:00) Stories Of The Day (01:00) Peace returns to Dalal Street, for now (03:41) Wholesale inflation is at a 13 month high (05:04) Forget diamonds, it's all about copper now - how rising demand is triggering massive shifts in the mining industry. (...

On Episode 292 of The Core Report, financial journalist Govindraj Ethiraj talks to Somnath Mukherjee, CIO and senior managing partner at ASK Private Wealth as well as Manish Raj Singhania, president of the Federation of Automotive Dealers Associations. SHOW NOTES (00:00) Stories Of The Day (01:00) Stock markets go on a fresh roller coaster ride, set for a smoother ride for a few days. (02:59) Infl...

On Episode 291 of The Core Report, financial journalist Govindraj Ethiraj talks to Karthik Ganesan, director research coordination at the Council For Energy, Environment and Water (CEEW) as well as Reji K. Joseph, associate professor at the Institute for Studies in Industrial Development (ISID). SHOW NOTES (00:00) Stories Of The Day (01:00) Indian markets stay paused, will they respond to global t...

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to A. Balasubramanian, Managing Director and Chief Executive Officer for Aditya Birla Sun Life AMC Limited. They talk about investment strategies during market volatility, market lessons, asset allocation, risk management, managing mutual fund flows, investment trends in India and much more. About A. Balasu...

On Episode 289 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, aviation consultant and Air India inflight veteran. We also feature an excerpt from our upcoming Weekend Edition interview with A. Balasubramanian, managing director and CEO of Aditya Birla Sun Life Asset Management SHOW NOTES (00:00) Stories Of The Day (00:50) Markets take a dive, political uncertaint...

On Episode 288 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Velonie, senior director at CRISIL Ratings as well as Nitin Sarin, aviation legal expert and managing partner of Sarin & Co. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets flat as they brace for weeks of uncertainty (02:04) Oil prices slide below $82 a barrel, could they drop further? (02:39) Why onl...

On Episode 287 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Pande, national co-head for digital risk and cyber, and national leader for digital trust financial services sector at KPMG in India. SHOW NOTES (00:00) Stories Of The Day (00:50) Indian market volatility is inching up, invest or hold? (03:59) Why the last 15 years of stock picking strategies will not help inv...

On Episode 286 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautam Kalia, senior vice president and head of the wealth management platform Super Investor at Sharekhan by BNP Paribas. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets flat as they weigh conflicting signals, could that be the presiding theme in coming days? (06:12) Well known NBFC IIFL Finance hit with liqu...

On Episode 285 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajai Chowdhury, earlier co-founder of HCL Tech and now a member of the India Semiconductor Mission. SHOW NOTES (00:00) Stories Of The Day (01:00) Why World Markets Are Looking For Bad News From Wall Street (04:31) Kotak Bank CEO Says He Is Worried About Reputation Because Of RBI Move (07:35) Why Home Loans Have Jump...

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Dr. Arunabha Ghosh, founder-CEO of the Council on Energy, Environment and Water. They talk about  the need to enhance climate resilience in Indian agriculture through a more data-driven approach, the importance of leveraging better data and predictive analytics to help farmers make informed decisions, ad...