The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Prashant Agarwal, Partner at tax and consulting firm PwC. SHOW NOTES (00:00) Stories Of The Day (00:50) India’s markets surprise, back on a blazing 1241 point start to week. (01:55) India could see 7% growth, says Government economic review (03:13) Reliance Industries stock hits near 3.5 year high on oil margins. What lies ahead?...

On today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Bangalore-based tax consulting firm Tax Compass as well as Veteran business journalist and columnist Shankkar Aiyar. SHOW NOTES (00:00) Stories Of The Day (02:15) Foreign investors are buying Indian debt, selling equity. (03:47) Rupee is best performing Asian currency again, in January (06:42) HDFC B...

On today’s episode, we feature an excerpt of a discussion with Mahesh Nandurkar, MD and Head of Research at stockbroking firm Jeffries. The discussion happened at a panel on Equity Outlook for 2024 organised by Baroda BNP Paribas Mutual Fund and moderated by financial journalist Govindraj Ethiraj. SHOW NOTES (00:00) Stories Of The Day (01:10) Indian markets close marginally up in a truncated week...

On today’s episode, financial journalist Govindraj Ethiraj talks to Ashvin Parekh, a veteran banking consultant and analyst as well as Sanket Kulkarni, Business Development (Theatrical) Head at Ormax Media. SHOW NOTES (00:00) Stories Of The Day (01:00) Foreign Institutional Investors are selling India and China. (04:28) HDFC Bank’s stock is punished. The banking story behind the story? (15:33) Zee...

On today’s episode, financial journalist Govindraj Ethiraj talks to veteran journalist and economics writer Shankkar Aiyar. We also feature an excerpt from a panel discussion at Konnection Annual Outlook 2024 (outlook for equities organised by Baroda BNP Paribas Mutual Fund). SHOW NOTES (00:00) Stories Of The Day (01:00) Indian markets buck global trend, crack 1,000 points. Will it stabilise? (06:...

On today’s episode, financial journalist Govindraj Ethiraj talks to Dhairyashil Patil, President of All India Consumer Products Distributors Federation (AICPDF), Akshay D’ Souza, Chief Of Growth and Insights at Bizom as well as Vanita Kohli-Khandekar, media analyst and Business Standard columnist. SHOW NOTES (00:00) Stories Of The Day (00:50) Mainland stocks in Hong Kong’s Hang Seng fall to 2 deca...

On today’s episode, financial journalist Govindraj Ethiraj talks to Ajai Chowdhry, founder member of HCL Computers, and Chairman of the Mission Governing Board of the National Quantum Mission. SHOW NOTES (00:00) Stories Of The Day (02:40) Short trading week could see markets hold back. What triggers should one track? (04:35) Global tech giant stocks bounce back. What a strong US market means. (07:...

In this episode of the Core Report Weekend Edition, financial journalist Govindraj Ethiraj talks to Haresh Chawla, Partner at True North (Formerly IVFA) about the dynamics of the Indian consumer market. Their conversation covers the evolution of modern retailing in India, challenges in reaching different consumer segments, and the impact of credit growth on consumption with Mr Chawla emphasising t...

On today’s episode, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP at Geojit Securities as well as Ashok K Bhattacharya, Editorial Director at Business Standard. SHOW NOTES (00:00) Stories Of The Day (01:00) Global stock markets pause for breath, could lead India recovery (10:17) Bets now on post-elections growth, in loans and equities.  (12:25) Worldwide power generation...

On today’s episode, financial journalist Govindraj Ethiraj talks to Avinash Gorakshakar, Head of the Research Desk at ProfitMart Securities as well as Dr Vishwas Chitale, Senior Programme Lead, Council on Energy, Environment and Water. SHOW NOTES (00:00) Stories Of The Day (00:51) Indian stock markets track global cues, crack 1,600 points. (04:30) Sensex heavy HDFC Bank leads index and market fall...

On today’s episode, financial journalist Govindraj Ethiraj talks to Jitender Bhargava, former Executive Director of Air India and a well known commentator on aviation issues. We also feature an excerpt from a Weekend Edition video interview featuring Captain Jimmy Sarbh. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets slip after fresh highs, HDFC posts 34% jump in profits (02:50) More invest...

On today’s episode, financial journalist Govindraj Ethiraj talks to Anuj Gupta, head of commodities and currencies at HDFC Securities as well as Captain Sam Thomas, President of the Airline Pilots Association of India and a commercial pilot. SHOW NOTES (00:00) Stories Of The Day (01:01) Markets hit fresh highs, IT stocks stage dramatic turnaround (02:05) Traders are betting that the rupee will ris...

On today’s episode, financial journalist Govindraj Ethiraj talks to Aditi Nayar, economist at ratings agency ICRA. We also feature an excerpt from the recent Energy Special interview with Dr Ranjit Rath, Chairman and Managing Director of Oil India Limited, India’s oldest and more than a century old oil company. SHOW NOTES (00:00) Stories Of The Day (01:00) Stock markets make peace with IT stocks,...

On this edition of The Core Report, as part of our ongoing series on Energy, financial Journalist Govindraj Ethiraj chats with Dr. Ranjit Rath. Dr. Rath was appointed as Oil India Limited Chairman & Managing Director in late 2022 and has been associated with diverse roles spanning from strategy formulation, business development and upstream asset management to application of geosciences and ex...

On today’s episode, financial journalist Govindraj Ethiraj talks to Rahul Jain, VP at Dolat Capital and IT company analyst as well as Dr Ajay Sahai, Director General of the Federation of Indian Export Organisations. SHOW NOTES (00:00) Stories Of The Day (02:30) More oil supplies balance out pressure on oil prices from Red Sea tensions (03:47) Indian IT results come in weak, non-event say analysts...

On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President at FADA (Federation of Automobile Dealers Associations of India) as well as pilot and aviation safety advocate Captain Amit Singh. SHOW NOTES (00:00) Stories Of The Day (01:00) Japanese markets hit 34 year high, Indian markets recover (03:16) 10th Vibrant Gujarat summit sees major manufacturing anno...

On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President at FADA (Federation of Automobile Dealers Associations of India) as well as pilot and aviation safety advocate Captain Amit Singh. SHOW NOTES (00:00) Stories Of The Day (00:50) Is the Santa Stock Market Rally of 2023 facing resistance? (05:48) India’s oil consumption is rising as global oil prices s...

On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President at FADA (Federation of Automobile Dealers Associations of India) as well as pilot and aviation safety advocate Captain Amit Singh. SHOW NOTES (00:00) Stories Of The Day (01:19) Global markets pause on strong US jobs numbers and high bond yields. (02:57) Saudi Arabia unexpectedly cuts oil prices as d...

On today’s episode, financial journalist Govindraj Ethiraj talks to Tarun Pathak, research director at Counterpoint Technology Market Research based in Delhi. SHOW NOTES (00:00) Stories Of The Day (00:50) Markets focus on third quarter numbers with tech companies under the microscope. (09:38) Ford Returns to India, again. (11:03) Consumers head back to physical stores to get a feel for cooler gadg...

Indian Oil is diversifying its energy portfolio, with renewed focus on renewables like solar and wind. Watch Shrikant Madhav Vaidya, Chairman IOCL, on the core report as he speaks about the company’s seamless transition in to a green future. While acknowledging the global consensus at COP 28  to move away from coal, oil, and natural gas,Vaidya emphasises that the transition in India must consider...

On today’s episode, financial journalist Govindraj Ethiraj talks to Gulam Zia, Senior Executive Director at Knight Frank. SHOW NOTES (00:00) Stories Of The Day (01:00) Indian markets find a footing, lead a global recovery. (02:42) Goldman, Morgan Stanley, UBS cut crude price forecast for 2024, peg it at around $77 a barrel. ( 04:11) Fuel prices are coming down, for planes, not cars, as Indigo to d...

On today’s episode, financial journalist Govindraj Ethiraj covers the top stories in business. We also feature an excerpt from a Core Report Special Edition on Succession featuring Farhad Forbes, global chair of the Family Business Network (headquartered in Lusanne Switzerland and Co-chariman of engineering company Forbes Marshall. SHOW NOTES (00:00) Stories Of The Day (01:00) Stock markets brace,...

On today’s episode, financial journalist Govindraj Ethiraj talks to economic writer, veteran journalist and author Shankkar Aiyyar and we also feature an excerpt from a past Core Report Weekend Edition featuring the recently appointed Chairman of the new Finance Commission Arvind Panagariya. SHOW NOTES (00:00) Stories Of The Day (01:10) Optimism with caution, the 2024 business and markets outlook....

On This Special Edition of the Core Report this week, we take a look at family businesses and succession. Many Indian conglomerates next year will witness transitions in leadership as business tycoons near their 70s and 80s. Farhad Forbes, Co-Chairman of Forbes Marshall, discusses business dynamics in the face of changing leadership with Financial Journalist Govindraj Ethiraj. Who is suited to lea...

There’s a lot of curiosity in terms the way business is done, and how companies more importantly, can use artificial intelligence. But first, the more important thing to understand is consumer behaviour. And how is the relationship between businesses and the consumer, whether it's in products or services, or elsewhere changing and what will 2024 hold for this relationship. On this Core Report Spec...