The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks about the latest in Oil & Gas, India’s GDP, the stock market, travel & tourism, along with an excerpt from the recent Weekend Edition interview with tax expert Dinesh Kanabar, CEO of Dhruva Advisors. SHOW NOTES (00:00) A Small Appeal (00:42) Stories Of The Day (01:40) S&P hikes GDP projections for India from 6% to 6.4%, c...

On today’s episode, financial journalist Govindraj Ethiraj talks to Ajit Velonie, Senior Director at CRISIL Ratings as well as Sanjog Gupta, CEO of Disney-Star Sports in India. SHOW NOTES (00:00) Stories Of The Day (01:00) Industrial stocks in India record $125 billion rally, outpace consumption ones. (07:53) Bank lending to NBFCS jumps dramatically 3 times to Rs 14,00,000 crore in 5 years with Aj...

Taxation is an important component to consider while doing business. Is manufacturing attractive in India? What happens when the duty on the components of a product being manufactured is higher than the final product? More than Tariffs, the issue of  price competition is the need of the hour, according to Dinesh Kanabar, CEO of Dhruva Advisors, our guest on the The Core Report, Weekend Edition.  ...

On today’s episode, financial journalist Govindraj Ethiraj talks to ICICI Securities equity strategist Vinod Karki, Bimal Kothari, Chairman of the Indian Pulses and Grains Association as well as Apar Gupta, advocate on technology law and columnist in Indian Express. SHOW NOTES (00:00) Stories Of The Day (02:33) Foreign portfolio investment levels in India hit a 10 year low  with Vinod Karki (08:46...

On today’s episode, financial journalist Govindraj Ethiraj talks to Tamal Bandyopadhyay, consulting editor to Business Standard, veteran banking journalist and author of several banking related books, as well as veteran oil analyst Vandana Hari, Founder & CEO of Vanda Insights, a Singapore-based provider of intelligence on global energy markets. SHOW NOTES (00:00)  Stories Of The Day (03:07) R...

On today’s episode, financial journalist Govindraj Ethiraj talks to Jaspreet Bindra, founder of Tech Whisperer Ltd and consultant and speaker on AI implementation in enterprises. We also feature an excerpt from the recent Core Report: Weekend Edition featuring Dr Ajay Sahai, Director General & CEO of the Federation of Indian Export Organisations (FIEO). SHOW NOTES [00:00] Stories Of The Day [0...

On today’s episode, financial journalist Govindraj Ethiraj talks to Vivek Iyer, Partner & National Leader for Financial Services Risk at audit firm Grant Thornton, as well as cricket commentator and writer Ayaz Memon.   SHOW NOTES [00:00] Stories Of The Day [02:48] India GDP growth will slow with general elections next year before accelerating again, says Goldman Sachs.  [05:51] Small loans ri...

On today’s episode, financial journalist Govindraj Ethiraj talks to Manisha Kapoor, CEO of Advertising Standards Council of India(ASCI). SHOW NOTES [00:00] Stories Of The Day [01:10] Demand or Supply, What Will Drive Oil Prices Now? [03:43] Personal Loans will get expensive, will that solve the problem? [08:16] Every product and service can’t be green, even if it claims to. Guidelines to crack dow...

In this edition of The Core Report, Financial Journalist Govind Ethiraj caught up with Dr Ajay Sahai, Director General & CEO of the Federation of Indian Export Organisations (FIEO). In this episode, they discuss plausible reasons behind India’s falling exports, key performing sectors, and how geopolitical tensions in the Middle East, sparked by the Israel-Hamas conflict, are likely to affect e...

On today’s episode, financial journalist Govindraj Ethiraj talks to Probir Roy, co-founder of B2B payments company Paymate and columnist on payments issues as well as Indrani Bagchi, CEO of Ananta Aspen Centre and columnist on diplomatic matters with the Times of India. SHOW NOTES [00:00] Stories Of The Day [00:50] GDP to grow on back of ebullient festive demand, says RBI   [03:54] RBI tightens ru...

On today’s episode, financial journalist Govindraj Ethiraj talks to Akshay D’Souza, Chief of growth and insights at Bizom. SHOW NOTES [00:00] Stories Of The Day  [01:00] Indian markets follow global signals on low inflation, Sensex rises 742 points [03:31] A sharp rise in gold imports, almost 100% drives up India’s trade deficit to record high [04:46] After expressing concern over small loans, RBI...

On today’s episode, financial journalist Govindraj Ethiraj talks to Mukesh Butani, co-founder and chairman of BMR Advisors as well as sports writer and commentator Ayaz Memon. SHOW NOTES [00:00] Stories Of The day [01:00] Retail inflation hits 4-month low, down to 4.87% [04:36] Why are India’s personal income tax collections so high? [12:51] Indian students throng to the United States in record nu...

On today’s episode, financial journalist Govindraj Ethiraj talks to Ajay Nanavati, Chairman of Quantum Advisors, who previously ran 3M (the brand that makes PostIts and ScotchBrite) and was also Chairman of Syndicate Bank. SHOW NOTES [00:00] Stories Of The Day [01:00] Stockmarkets Kick off The New Year On Strong Note  [05:19] Moody’s cuts America’s ratings, dysfunctional Government says media. [06...

Ravi Venkatesan is the Chairman of The Global Energy Alliance for People and Planet (GEAPP) launched at COP26 with USD10 billion of committed capital to accelerate investment in green energy transitions and renewable energy solutions. Listen in as Venkatesan speaks to Financial Journalist Govindraj Ethiraj about the dire need to create manufacturing jobs in India. What happens as Indian IT compani...

On today’s episode, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, Vice President, Global Trading Center at the Korean Shinhan Bank in Mumbai as well as Rajamani Krishnamurti, President of the Indian Stainless Steel Development Association (ISSDA). SHOW NOTES [00:00] Stories Of The Day  [01:00] India vulnerable to recurring food price shocks, says Reserve Bank Governor. [04:30] Rup...

On today’s episode, financial journalist Govindraj Ethiraj talks to Vinay Rustagi of CRISIL Research and earlier MD of Bridge To India Energy. SHOW NOTES [00:00] Stories Of The Day [01:00] Sharp drops in oil demand forecasts push prices lower, markets are steady. [03:03] Is it a problem if one company owns too many ports ? [07:46] Indian companies are building almost 40% of the country's renewable...

On today’s episode, financial journalist Govindraj Ethiraj talks to Satish Pai, MD, Hindalco, in an excerpt from a more in-depth interview featured on the The Core Report: Weekend Edition. SHOW NOTES [00:00] Stories Of The Day  [01:00] Middle East Tensions have little impact on India, says Crisil in exhaustive research report. [05:05] West Texas Intermediate Crude falls below $80 a barrel, in sign...

On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of FADA (Federation of Automobile Dealers Association) as well as economist Dr Brinda Jagirdar. SHOW NOTES [00:00] Stories Of The Day [01:00] Rating agency Fitch upgrades India GDP target to 6.2%, Indian stockmarkets hit 2-week high [07:37] Indians are buying fewer entry level cars leading to massiv...

On today’s episode, financial journalist Govindraj Ethiraj talks to Arunabha Ghosh, CEO of the Council for Energy, Environment and Water or CEEW as well as cricket writer and sports commentator Ayaz Memon. SHOW NOTES [00:00] Stories Of the Day  [01:00] Risk premiums on crude oil are receding sharply a month after Hamas attack on Israel. [04:46] India’s Prime Minister sets a poverty benchmark by gi...

Listen to Satish Pai, MD of Hindalco Industries, in conversation with Financial Journalist Govindraj Ethiraj as he breaks down how ‘Industry 4.0’ is aiding manufacturing businesses in evading unplanned downtime. Tune in to the conversation to gain insight into the recyclable nature of aluminum, India’s contribution to cater to the demand driven by the ‘China plus one strategy’, and more. Mr. Satis...

On today’s episode, financial journalist Govindraj Ethiraj talks to Harsh Binani, co founder of SmartWorks, one of India’s largest managed workspace platform for enterprises. SHOW NOTES [00:00] Stories Of The Day [00:51] US Federal Reserve saves the day, Indian markets rise after two losing sessions. [02:33] Abu Dhabi may bring in $50 billion of investments into India. [04:00] Biggest ever IPO rus...

On today’s episode, financial journalist Govindraj Ethiraj talks to Prithviraj Kothari, president of the India Bullion and Jewellers Association as well as Piyush Tewari, Founder and CEO of SaveLife Foundation (an organisation which works in road safety, both in policy support as well as illustrative ground interventions in crash prevention and post crash response). SHOW NOTES [00:00] Stories Of T...

On today’s episode, financial journalist Govindraj Ethiraj talks to Vivek Rathi, Director, Research at Knight Frank. SHOW NOTES [00:00] Stories Of The Day  [00:55] India’s 2nd Quarter GDP will surprise on the upside, says RBI Governor. [04:06] Foreign portfolio investors are selling Asia outside of China too. [07:15] Mumbai hits an all time record for October home sales, outlook still strong.  [15...

On today’s episode, financial journalist Govindraj Ethiraj talks to Tushar Jani (in an excerpt from the weekend edition), founder of Blue Dart Express Ltd and Blue Dart Aviation and currently Chairman of Cargo Service Centre (CSC) India. SHOW NOTES [00:00] Stories Of The Day [01:05] Markets adapt to Israel invasion and bet on limited impact. Oil below $88 a barrel and stocks are up [02:39] Foreign...

On today’s episode, financial journalist Govindraj Ethiraj talks to Economic journalist and author Shankkar Aiyar.   SHOW NOTES [00:00] Stories Of The Day [01:00] Israel’s ground invasion of Gaza begins, markets wait for cues from the Middle East. [07:42] Luxury home sales are on the tear, double in many cities in last 9 months [09:15] Governments have figured 7,000 new ways of targeting voters, c...