The Core Report

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...

On Episode 351 of The Core Report, financial journalist Govindraj Ethiraj takes you through the top business news for today. We also feature an excerpt from The Core Report: Weekend Edition from July 27 featuring Siddharth Pai, founder of Siana Capital and a leading tech strategist. SHOW NOTES (00:00) The Take: Why We Have To Bring Back Friction In Financial Transactions (07:53) Markets close at r...

On Episode 350 of The Core Report, financial journalist Govindraj Ethiraj talks to Chandrajit Banerjee, director general of the CII (Confederation of Indian Industry) as well as Ronald Siyoni, Associate Vice President at Sharekhan by BNP Paribas. SHOW NOTES (00:00) The Take: A Nation of Young Gamblers (05:48) Markets hit highs, turning jittery (07:20) Oil prices are down, now around $80 a barrel (...

On Episode 349 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Shubadha Rao, founder of QuantEco Research as well as Himanshu Parekh, partner at KPMG in India. SHOW NOTES (00:00) The Take : The Gold Mirage (04:21) Can stock markets hold the bounce back? (06:01) The AI Euphoria, how long will it last? (07:44) Cement industry sees more consolidation as capacity stays far ahea...

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Nitin Seth and Siddharth Pai. They tackle some important questions: How can India harness AI's power? Are we using it to solve real-world problems? And can we measure its true value? Nitin Seth, CEO of Incedo Inc, shares insights on AI's potential in business, from risk management to customer experience....

On Episode 347 of The Core Report, financial journalist Govindraj Ethiraj talks to Captain G R Gopinath, founder and CEO of Deccan Aviation and now Deccan Charters. SHOW NOTES (00:31) The Take (03:43) Markets Look For Fresh Direction (04:20) Jobs, the bottom-up question Listeners! We await your feedback.... To collaborate with our Core Brand Studio contact shiva@thecore.in For more of our coverage...

On Episode 346 of The Core Report, financial journalist Govindraj Ethiraj talks to Uday Ved, partner at KNAV & Co. SHOW NOTES (00:31) The Take (07:47) The Stock Markets Seesaw And Settle Down (08:59) Rupee Hits Fresh Record Low (09:43) Takeaways From the Union Budget 2024 with Tax Expert Uday Ved Listeners! We await your feedback.... To collaborate with our Core Brand Studio contact shiva@thec...

On Episode 345 The Core Report, financial journalist Govindraj Ethiraj talks to BVR Subbu, automotive industry expert and former president of Hyundai Motor India. SHOW NOTES (00:21) The Take (08:05) Stock Markets Price In Budget Positives, Wait For Surprises (09:28) Why Some Car Companies Are Pulling Back Listeners! We await your feedback.... To collaborate with our Core Brand Studio contact shiva...

On Episode 344 The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Rajanya Ravasia, wealth manager and founder of Adventum Wealth. SHOW NOTES (00:00) The Take (04:00) Stories Of The Day (05:57) Markets weak as tech takes beating. Budget weighs on stocks. (11:44) Are controls on overseas investments slowing flows? Listeners! We await your feedback.... To collaborate with our Core B...

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Anita Rastogi, Partner at PwC, and Samir Kanabar, Partner at EY. They talk about GST implementation, The complexities of GST, The impact of targeted online gaming regulations, The role of automation and technology in improving tax compliance, the need for new tax slabs and much more. About Anita Rastogi ...

On Episode 342 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinay Kumar G, vice president and sector head – Corporate Ratings at ICRA. SHOW NOTES (00:00) The Take (04:00) Stories Of The Day (04:41) Sensex Crosses 81,000, markets at record highs for fourth day, bucking global trends (06:25) Infosys beats street estimates (08:45) Rice inventories are at record highs and the Go...

On Episode 341 of The Core Report, financial journalist Govindraj Ethiraj talks to  Paul Hickin, editor in chief of London based journal Petroleum Economist as well as Vivek Rathi, director, research at Knight Frank India. SHOW NOTES (00:00) The Take (03:13) Stories Of The Day (03:53) Global cues weak going into Thursday trade (05:24) Oil prices are down but stronger US demand is countering weaker...

On Episode 340 The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Phatak, research director at Counterpoint Research. SHOW NOTES (00:00) The Take (03:27) Stories Of The Day (04:12) Stock Markets hit record closing highs, earnings results steady (05:36) Oil holds at $85 a barrel as China demand weakens (06:15) Exports Fall to 7-Month Low (08:57) Why premium phone sales are risin...

On Episode 339 of The Core Report, financial journalist Govindraj Ethiraj talks to D K Joshi, chief economist at Crisil Ratings as well as Dwarak Narasimhan, Partner at Price Waterhouse & Co LLP. SHOW NOTES (00:00) The Take (03:55) Stories Of The Day (04:41) Markets on holding pattern, earnings in spotlight. (06:56) India’s losing battle with food prices (18:24) New taxes to discourage compani...

In this episode of The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj interviews Chetan Maini, the Co-founder & Chairman of SUN Mobility, a company transforming the electric vehicle landscape. They talk about electric vs. fuel-powered cars, the science behind lithium-ion batteries, the impact of India's scorching heatwaves on two-wheeler batteries, options for optimal bat...

On Episode 337 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Hota, vice president and head of research at Sharekhan by BNP Paribas as well as Siddharth Pai, founder and managing partner at Siana Capital. SHOW NOTES (00:00) The Take (05:49) Stories Of The Day (06:36) A Global market rally is still on (08:45) TCS Results meet street expectations but value of new contrac...

On Episode 336 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashanth Agarwal, Partner, Indirect Tax at PwC India. SHOW NOTES (00:00) The Take (03:11) Stories Of The Day (03:53) Markets take a breather and brace for the budget (05:37) India’s Auto industry is set for volatile times (09:48) Why Maruti Chairman RC Bhargava is going after Tata Motors (14:04) Why businesses want...

On Episode 335 of The Core Report, financial journalist Govindraj Ethiraj talks to Nicole Schwab, the Co-Head of the Nature Positive Pillar at the World Economic Forum, and member of the Executive Committee. SHOW NOTES (00:00) The Take (03:50) Stories Of The Day (04:31) Markets are flat again (05:55) The Chinese Central Bank has stopped buying gold, could that slow prices? (07:42) Citigroup says I...

On Episode 334 of The Core Report, financial journalist Govindraj Ethiraj talks to Girish Vanvari, founder of Transaction Square as well as Manish Raj Singhania, president of the Federation of Automobile Dealers Association (FADA). SHOW NOTES (00:00) The Take (04:49) Stories Of The Day (05:29) Markets take a well deserved breather, Sensex dips. (06:14) The not so angelic angel tax (17:00) The impo...

In this episode of The Core Report: Weekend Edition, financial journalist Govind Ethiraj interviews John Pearson, Global CEO of DHL Express. Pearson, a leader in the logistics industry, discusses how DHL is navigating frequent interruptions in global trade and the increasing demand for deliveries. Key takeaways: Disruptions in global trade: Pearson sheds light on how the logistics industry is hand...

On Episode 332 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, founder of Equinomics Research. SHOW NOTES (00:00) The Take (05:03) Stories Of The Day (05:38) Sensex stays above 80000 as large caps calibrate (07:11) SEBI and exchanges scramble to cool the markets (11:00) Two wheeler CNG bike is a good experiment even if it does not succeed (13:13) The Sensex line...

On Episode 331 of The Core Report, financial journalist Govindraj Ethiraj talks to Pratik Jain, Partner at PwC India. SHOW NOTES (00:00) The Take (05:02) Stories Of The Day (05:38) The Rapid Rise Of The Sensex Is A Worry (08:46) How much rainfall do we really need? (10:36) GST, lower numbers and seven years on (24:19) How much screen time do Valley Tech CEO kids get? Listeners! We await your feedb...

On Episode 330 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, founder and CEO of Vanda Insights. SHOW NOTES (00:00) The Take (02:46) Stories Of The Day (03:24) Stock Markets hit fresh highs but financials drag (07:36) Monsoon now covers all of India ahead of time (08:51) Oil prices are at a two month high, understanding the American factor (16:01) How Tesla’s car...

On Episode 329 of The Core Report, financial journalist Govindraj Ethiraj talks to Mithileshwar Thakur, Secretary General of the Apparel Export Promotion Council (AEPC). SHOW NOTES (00:00) The Take: Indians are spending more money overseas than ever (04:54) Stories Of The Day (05:38) Stock Markets hit fresh highs, almost forgotten IT stocks like Wipro are moving now (08:46) Monsoons set to revive...

On Episode 328 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, a veteran market expert. SHOW NOTES (00:00) The Take (05:02) Stories Of The Day (05:38) Best half yearly performance in stock markets in 3 years, midcaps and small caps beat benchmark indices. Wall Street is gearing for a return of Trump (09:28) Nightmarish Covid 19 era logjams are back for the shipping...