The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Rotti, founder of Bangalore-based tax strategy and advisory firm Tax Compass as well as Somasekhar Vemuri, Senior Director at CRISIL. SHOW NOTES (00:00) Stories Of The Day (01:29) Markets Start Strong In New Financial Year, Await Earnings Season. (04:04) The Magnificient Seven Becomes The Fabulous Four. Lessons From Wall Stre...

On today’s episode, financial journalist Govindraj Ethiraj talks to Ashok Bhattacharya, Editorial Director of The Business Standard. SHOW NOTES (00:00) Stories Of The Day (01:09) The Last Financial Year Was A Blockbuster Year For Stock Markets. Can The Coming Year Repeat It?  (07:48) US Federal Reserve Holds Out Again On Interest Rates (11:24) State Budgets Are Bigger Than India’s Federal, Yet Few...

This week on The Core Report Weekend Edition, Govindraj Ethiraj sits down with Aravind Melligeri, Chairman & CEO of Aequs Inc., to discuss the world of aerospace manufacturing in India. Aravind Melligeri shares his vision for Aequs Inc., including their recent expansion into toy manufacturing. You’ll learn about the intricacies and high barrier to entry of aerospace manufacturing, Aequs' effor...

On today’s episode, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as oil analyst Vandana Hari of Singapore-based Vanda Insights. SHOW NOTES (00:00) Stories Of The Day (01:00) Indian Markets Find Their Footing Again In Holiday Shortened Week (02:27) Goldman Sachs Says US Equities Are Fairly Valued, India Has Significant Upside Despite Rally (03:39)...

On today’s episode, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for Forex and Interest Rates at Kotak Securities. SHOW NOTES (00:00) Stories Of The Day (01:09) Low Liquidity Hits Major Markets In Holiday Shortened Week (08:04) India Forced To Switch To US Crude Oil As Sanctions On Russia Tighten (09:44) What Goes Down Must Go Up To, The China Factor At Work (...

On today’s episode, financial journalist Govindraj Ethiraj talks to Ajit Dayal, founder of Quantum Advisors. SHOW NOTES (00:00) Stories Of The Day (01:09) Markets Search For Fresh Triggers, May Open On Backfoot (03:00) Foreign Direct Investment Into India Almost Halves In Last Year (04:18) The Global Chip Manufacturing War Is Intensifying, India’s Dilemma (09:37) Onion Exports Ban Have Been Extend...

In this Weekend Edition of The Core Report, Govindraj Ethiraj is in conversation with Matthew Harrington, Global President & COO at Edelman about the latest findings from the Edelman Trust Barometer.  Is innovation building a better future, or eroding trust? This episode dives deep into how people around the world view innovation and its impact on trust in institutions. You'll learn about the...

On today’s episode, financial journalist Govindraj Ethiraj talks to Jay Kale, Auto Industry Analyst and Senior Vice President at Elara Securities. SHOW NOTES (00:00) Stories Of The Day (01:09) Markets Zoom Up Once Again On Federal Reserve Moves, Why Infrastructure Stocks Are Hitting Record Highs (03:22) Gold Prices Rise Again To Fresh Highs (04:22) Accenture Cuts Growth Forecasts In A Move That Co...

On today’s episode, financial journalist Govindraj Ethiraj talks to Jigar Pandit, Head of Commodity & Currency Business at Sharekhan by BNP Paribas as well as Sangeeta Gupta, Chief Strategy Officer and Senior Vice President at Nasscom. SHOW NOTES (00:00) Stories Of The Day (01:09) Global Investors Now Promise Funds Will Flow After Elections (05:54) Buying Gold Gets Tough As Governments, Includ...

On today’s episode, financial journalist Govindraj Ethiraj talks to Harshvardan Dole, Oil Analyst and Vice President at IIFL (India Infoline Group) as well as Surendra Mehta, National Secretary of the Indian Bullion and Jewellers Association. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets Fall 736 Points, Sensex Erases Most Of The Gains Of 2024 (02:52) Japan Raises Interest Rates To Zero, E...

On today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Sahai, Director General and CEO of the Federation of Indian Export Organisations. SHOW NOTES (00:00) Stories Of The Day (01:00) Signs Of Exhaustion In Indian Markets As Slog Overs Begin (06:55) Oil Hits 4-Month High At $86 A Barrel (07:47) Payments Bank Is A Flawed Business Model, Says Former SBI Chairman (09:19) Tesla Gets R...

On today’s episode, financial journalist Govindraj Ethiraj talks to veteran economic journalist and New Indian Express columnist Shankkar Aiyar. SHOW NOTES (00:00) Stories Of The Day (01:00) Indian Stock Markets Are Idling At A Turning Point (03:48) Foreign Institutional Investors Are Back With A Bang (07:28) India Makes Fresh Pitch To Tesla, Might Be Late Though (11:54) Iron Ore Prices Are Fallin...

On this episode of the Core Report's Weekend Edition, we dive into the world of LNG (Liquefied Natural Gas) trucking and its potential to revolutionize sustainable transportation. Financial journalist Govindraj Ethiraj talks to Anand Mimani, the founder of GreenLine, a company focused on decarbonising road logistics through LNG-powered trucks, joins the conversation to shed light on this exciting...

On today’s episode, financial journalist Govindraj Ethiraj talks to Sneha Poddar, AVP Research, Broking and Distribution at Motilal Oswal Financial Services as well as Anil Matai, former CEO of Pharmaceuticals at Novartis India, Former Managing Director at Zydus Healthcare and current Director General of the OPPI (Organisation of Pharmaceutical Producers of India). SHOW NOTES (00:00) Stories Of Th...

On today’s episode, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder of Equinomics Research as well as Peter McGuire, the Australia CEO of trading firm XM.com. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets Plunge On Overall Shakiness (02:17) Overseas Companies Reduce Stakes In Local Subsidiaries And Investments, ITC Parent BAT Kicks Off (12:59) Are Sebi And RBI Too S...

On today’s episode, financial journalist Govindraj Ethiraj talks to Madhavi Arora, lead economist at Mumbai-based Emkay Global Financial Services as well as Pushan Sharma, Director at CRISIL Research. SHOW NOTES (00:00) Stories Of The Day (00:50) Markets Are Weak In The Middle As They Grapple With Regulatory Overhang On Small Caps (03:25) Inflation Eases Off In February, Outlook Steady (10:53) The...

On today’s episode, financial journalist Govindraj Ethiraj talks to Anuj Gupta, Head of Commodities and Currencies at HDFC Securities as well as Sheetal Sapale, VP Commercial at Pharmarack. SHOW NOTES (00:00) Stories Of The Day (00:50) Markets Shift Worldwide, India Could Stay Weak (02:24) Gold Is Holding Highs Of Last Week, Could It Rise Further? (07:14) Market Regulator Says They Are Tracking Ma...

On today’s episode, financial journalist Govindraj Ethiraj talks to Mridula Ramesh, award-winning author of the critically acclaimed The Climate Solution and Watershed, and the founder of Sundaram Climate Institute, which focuses on waste and water solutions. SHOW NOTES (00:00) Stories Of The Day (01:00) Wall Street’s breather on Friday could extend to Dalal Street Today (03:24) Gold prices race a...

Tracking the Indian consumer has been a perplexing task for many marketers and research firms through the decades. Getting this right means success for so many brands offering products and services. The market, however, continues to evolve with a gradual rise in income levels. How does one keep track? Financial Journalist Govindraj Ethiraj talks to acclaimed Indian author Rama Bijapurkar to delve...

On today’s episode, we feature an excerpt from our upcoming weekend edition which features financial journalist Govindraj Ethiraj in conversation with Rama Bijapurka. SHOW NOTES (00:00) Stories Of The Day (01:00) Gold continues its run, hits fresh high in anticipation of interest rate cuts. (03:46) RBI & SEBI move in concert in near and rare co-ordinated actions. (06:20) Passenger vehicle sale...

On today’s episode, financial journalist Govindraj Ethiraj talks to CRISIL Chief Economist Dharmakirti Joshi. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets search for new asset classes to pile in, equities and gold hit record high (04:16) India leans on oil refiners to push rupee denominated trade. (05:51) Rating agency CRISIL predicts doubling of per capita income to $4,500 in 7 years. (1...

On today’s episode, financial journalist Govindraj Ethiraj talks to Ashish Pherwani, Partner and Media & Entertainment Leader, EY India. SHOW NOTES (00:00) Stories Of The Day (01:00) Equity markets weak but bond markets get a Bloomberg index boost. (05:52) RBI actions reveal systemic excesses as it cracks down again, this time on JM Financial. (09:15) Increase in world trade and ecommerce ship...

On today’s episode, financial journalist Govindraj Ethiraj talks to Tamal Bandyopadhyay, veteran commentator on banking issues and columnist with Business Standard. SHOW NOTES (00:00) Stories Of The Day (01:00) World markets hit highs again, India joins the party with smaller steps. (03:26) Moody’s catches up, ups India GDP projections (05:35) India ships crude from big find in Krishna Godavari ba...

On today’s episode, financial journalist Govindraj Ethiraj talks to Gulam Zia, Executive Director at Knight Frank as well as New Indian Express columnist and well known economic journalist Shankkar Aiyar. SHOW NOTES (00:00) Stories Of The Day (00:50) Holiday trading takes markets to new highs, sustaining might be tough (02:54) India’s wealthier are growing faster than elsewhere in world (09:46) La...

In this edition of The Core Report: Weekend Edition hosted by Financial Journalist Govindraj Ethiraj, join us for an engaging discussion with Sanjeev Krishan, Chairperson of PwC in India, as we delve into the critical role of independent directors in companies. Are board directors truly active, alert, or responsive? Krishan emphasizes the necessity of diversity within boards, highlighting it as a...