The Core Report

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...

On Episode 358 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Head Investment Strategist at Geojit Financial Services as well as Uday Ved, partner – tax services at KNAV. SHOW NOTES (00:00) Stories Of The Day (01:00) Indian markets track global recovery, poised to gain further (02:23) The rupee falls again, closes in on Rs 84 and the RBI steps in (03:52) Where ar...

On Episode 357 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, senior vice president and consumer industry analyst at Elara Capital. SHOW NOTES (00:00) The Take: The Power of Doing Nothing (06:36) The stock markets fail to track global market recoveries, poised to stabilise (08:39) The rupee hits a fresh low (09:53) If you had invested in Sovereign Gold Bonds in...

On Episode 356 of The Core Report, financial journalist Govindraj Ethiraj talks to Deepak Shenoy, Founder of Capitalmind, a Sebi registered portfolio manager as well as Abid Hassan, CEO of Sensibull. SHOW NOTES (00:00) The Take: Jobs and Youth (03:14) The Markets Crack 2,223 points and could fall further (04:57) Japanese stocks sees highest fall since 1987. (06:06) Oil prices slide and so does gol...

On Episode 355 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinod Karki, equity strategist at ICICI Securities as well as Manisha Kapoor, CEO of the Advertising Standards Council of India (ASCI). SHOW NOTES (00:00) The Take: Investors Concerned About Market Valuations (06:36) Friday markets track global cues, and could stay subdued on Monday (08:35) Oil prices fall to around...

This week on The Core Report: Weekend Edition, Govindraj Ethiraj talks to Dr. Ajay Kumar, former Defence Secretary of India and a seasoned expert in the defence industry. They discuss the landscape of defence technology in India. Dr. Ajay Kumar, the driving force behind the MTEC Growth Fund, shares insights on the transformative role of technology in modern warfare. From the increasing reliance on...

On Episode 353 of The Core Report, financial journalist Govindraj Ethiraj talks to Sachin Menon, senior tax consultant and former partner at KPMG as well as Rajesh Baheti, managing director at Crosseas Capital Services. SHOW NOTES (00:00) The Take: Trigger Happy Tax Officials (04:41) Global cues push Indian markets to record closing highs (07:11) GST data is better for July and the numbers are bei...

On Episode 352 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, veteran investor and market expert as well as Ajay Srivastava, founder of the Global Trade Research Initiative and former DGFT official. SHOW NOTES (00:00) The Take (04:21) Markets rise, so does oil (05:59) India receives 9% more rainfall in July (07:42) Toyota’s ₹20,000 crore manufacturing investment in...