The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Kumar Rajagopalan, CEO of the Retailers Association of India (based in Mumbai). SHOW NOTES (00:00) Stories Of The Day (01:00) Sustained bullishness drives stockmarkets to fresh records. Will it rise further? (02:37) Japanese markets hit a 34-year high, what it means for India. (04:54) Reserve Bank joins major central banks in ruli...

On today’s episode, financial journalist Govindraj Ethiraj talks to Harsh Dole, Vice President and oil and energy analyst at IIFL Securities SHOW NOTES (00:00) Stories Of The Day (00:50) Indian markets hits record high for 3rd consecutive session. (02:19) Investors Balance Temptation To Buy With High Valuation Concerns  (05:52) India, the third most profitable region for HSBC, replaces China. (06:...

On today’s episode, financial journalist Govindraj Ethiraj talks to Rajeev Singh, partner and consumer industry leader, Deloitte Asia Pacific. SHOW NOTES (00:00) Stories Of The Day (00:50) Nifty Closes At Record High, HDFC Bank floats up. (01:38) Ships Carrying Millions of Barrels of Russian Oil Are Anchored On High Seas (03:27) Two decades on, India resumes flirting with private nuclear power gen...

On today’s episode, financial journalist Govindraj Ethiraj talks to Murali Neelakantan, a lawyer, healthcare advocate and keen observer of the pharmaceutical industry (and earlier Cipla’s first Global General Counsel). SHOW NOTES (00:00) Stories Of The Day (01:00) Indian markets rise for 5th consecutive session, could pause for breath. (01:45) Magnificent Seven tech stocks to power S&P 500 pro...

On today’s episode, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, veteran economic journalist, author and columnist. SHOW NOTES (00:00) Stories Of The Day (03:00) From Dalal Street to Wall Street, it’s all about valuations (05:58) Oil prices hit a 2024 high as middle east tensions rise again. (06:46) China’s FDI is down 82% from 2022 (07:16) Do India’s Farmers Earn Enough? (19:47...

On the latest episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks to Vishal Kapoor, CEO of Energy Efficiency Services Limited (EESL). He shares his vision for revolutionizing energy consumption as well as retail interventions to address greenhouse gas emissions such as rooftop solar, electric mobility (electric cars, electric cycles, electric scooters, electri...

On today’s episode, financial journalist Govindraj Ethiraj talks to Pushan Sharma, Director—Research, Crisil Market Intelligence and Analytics. SHOW NOTES (00:00) Stories Of The Day (01:46) One fifth of global fund managers bullish on India, Bank of America survey  (03:43) Amazon says it surpassed $8 billion in cumulative exports from India in 2023  (05:46) Japan and the United Kingdom slip into r...

On today’s episode, financial journalist Govindraj Ethiraj talks to Arvind Chari, fixed income veteran and now CIO of the London-based Quantum Advisors as well as Navkendar Singh, AVP, Client Devices Research, IDC India. SHOW NOTES (00:00) Stories Of The Day (00:50) Indian markets beat back Wall Street blues on Wednesday, set to rise further. (02:53) Global oil supplies to satisfy demand and keep...

On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of FADA (Federation of Automobile Dealers Associations of India) as well as CRISIL Ratings Chief Economist D K Joshi. SHOW NOTES (00:00) Stories Of The Day (00:50) India almost equal to China on MSCI Index now, from one fifth in 2020. (03:18) Auto dealers want car manufacturers to cut back on produc...

On today’s episode, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President at Counterpoint Research as well as Ricky Thaper, Treasurer of the Poultry Federation of India. SHOW NOTES (00:00) Stories Of The Day (00:50) Falling food prices bring down inflation to 3-month low. (03:31) How an India-facing ETF on Wall Street is beating the S&P 500. (04:51) SEBI wants to increase s...

On today’s episode, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President at Pharmarack as well as Ajay Kedia of Kedia Advisory, a leading commodities brokerage based near Mumbai. SHOW NOTES (00:00) Stories Of The Day (00:50) For foreign investors, India is a debt story right now (03:12) Personal income taxes continue to power growth in tax collections (04:15) Weight loss...

In this edition of our Energy series on The Core Report Weekend Edition, Govindraj Ethiraj speaks to Krishnakumar Gopalan, Chairman and Managing Director of Bharat Petroleum Corporation Ltd (BPCL). They talk about the Shift from Petrol Pumps to Electric Chargers, BPCL's transformation over the years (from its roots as a refining company evolving into a marketing giant), BPCL's strategies to enhanc...

On today’s episode, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist of ICRA Ratings in Delhi. We also feature an excerpt from our upcoming weekend edition featuring BPCL Chairman and Managing Director, Krishnakumar Gopalan. SHOW NOTES (00:00) Stories Of The Day (00:50) Reserve Bank of India holds interest rates again, but its body language is different. (09:09) India’s...

On today’s episode, financial journalist Govindraj Ethiraj talks to Kunal Shah, Head of Commodities Research at brokerage Nirmal Bang. SHOW NOTES (00:00) Stories Of The Day (00:50) Global shares hit highs, India skids and China sacks its markets regulator (03:09) India will be largest driver of global oil demand growth in the next 7 years, International Energy Agency (06:46) Satya Nadella says Mic...

On today’s episode, financial journalist Govindraj Ethiraj talks to Karan Taurani, Senior Vice President at Elara Capital as well as Ketharaman Swaminathan, founder and CEO of marketing company GTM360. SHOW NOTES (00:00) Stories Of The Day (00:50) Global brokerages project major fund flow shifts from China to India . (03:35) China’s Xi Jinping steps in to prevent market fall in unprecedented move....

On today’s episode, financial journalist Govindraj Ethiraj talks to Sonam Srivastava, fund manager and founder of Wright Research in Mumbai. We also feature an excerpt of a conversation between The Core’s Pushpita Dey and Tuhin Kanta Pandey, Secretary of the Department of Investment and Public Asset Management (DIPAM). SHOW NOTES (00:00) Stories Of The Day (00:50) Markets go into tracking mode, sw...

On today’s episode, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, well known economic journalist and columnist with New Indian Express. SHOW NOTES (00:00) Stories Of The Day (00:50) Foreign investors are stepping up in India’s debt markets (03:43) Can India grow without a private capex investments? Hint, yes. (13:28) Is RBI, India’s banking regulator, unfair? (20:34) Oil prices c...

On today’s episode, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director with Business Standard as well as Mukesh Butani, Managing Partner of BMR Legal, a leading legal and tax consulting firm. SHOW NOTES (00:00) Stories Of The Day (00:50) Interim budget leans on political capital, sticks to original strategy on infrastructure push. Government sets aggressive fi...

On today’s episode, financial journalist Govindraj Ethiraj talks to Viktor Katona, Lead Crude Analyst at Vienna based trade intelligence firm Kpler as well as G Chokkalingam, Founder of Equinomics Research. SHOW NOTES (00:00) Stories Of The Day (01:19) Markets are up again in anticipation of friendly Interim Budget (04:22) Most new investors are not buying large cap stocks, its 1 or 2 digits that...

On today’s episode, financial journalist Govindraj Ethiraj talks to Sushil Choksey of Indus Equity Advisors Pvt Ltd as well as researcher, applied statistician and author Dr Rajesh Shukla, MD and CEO of PRICE (People Research on India's Consumer Economy). SHOW NOTES (00:00) Stories Of The Day (01:10) Markets fail to hold on to gains, New Triggers in earnings and budget (02:40) IMF Raises India Gro...

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:...