The Core Report

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...

On this edition of The Core Report, finance journalist Govindraj Ethiraj is in conversation with Dr. Mekala Krishnan, partner with the McKinsey Global Institute. She discusses the key takeaways from COP 28 and delves into the challenges and opportunities of the global climate transition, emphasizing the need for a just transition away from fossil fuels. She also talks about the engagement of the p...

On this edition of The Core Report, we discover probable trends that form the basis for advertising and marketing communications in the year 2024. What is the dominant narrative that has been the mainstay for all the messaging in ads? If you think hard enough, you’ll realise its reward. Indian consumers love to be sold things which help them believe they’re leading an ‘upgraded’ life, according to...

On today's episode, financial journalist Govindraj Ethiraj talks to Dharmakirti Joshi, Chief Economist at CRISIL about aspects of India's macroeconomic landscape such as Private Sector Investment Opportunities, Global Trade Dynamics, Monetary Poilcy and much more and exploring the potential trajectories for 2024. DK Joshi has extensive experience in macroeconomic analysis, medium term assessment o...

What are people perpetually worried about most in terms of their health? Their hearts are under pressure; their lungs are not healthy due to the pollution across cities; and humans are learning to live with allergies.  On The Core Report, Ameera Shah, MD Metropolis Healthcare tells us how people are trying to understand their ailments through quick searches via Google and YouTube. But to what exte...

On today’s episode, financial journalist Govindraj Ethiraj talks to Vijay Jindal, Chairman of the Garment Exporters and Manufacturers Association as well as Jyoti Prakash Gadia, Managing Director at Resurgent India. SHOW NOTES (00:00) Stories Of The Day (01:48) The stock markets post a surprise rebound, Sensex jumps 945 points from low. (02:52) India’s rice, wheat, onion export bans could lead to...