The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to nfectious diseases expert and AIDS Society of India president Dr. Ishwar Gilada as well as Dushyant Mulani, Chairman of Federation of Frieght Forwarders Association of India. SHOW NOTES (00:00) Stories Of The Day (01:00) Stock markets crack, lose max in single session in 9 months. (03:45) Hundreds of ships are now diverting around...

On today’s episode, financial journalist Govindraj Ethiraj talks to S. Irudaya Rajan, Chair of the International Institute for Migration and Development, India and also chair of the KNOMAD (The Global Knowledge Partnership on Migration and Development) World Bank working group on internal migration and urbanisation as well as well known cricket columnist Ayaz Memon. SHOW NOTES (00:00) Stories Of T...

On today’s episode, financial journalist Govindraj Ethiraj talks to Rakesh Singh, Managing Director of A-Sree Shipping and Secretary of the ICC Shipping Association as well as veteran financial advisor P V Subramanyam, CEO of Subramoney.com. SHOW NOTES (00:00) Stories Of The Day (01:53) Foreign Investors Pump in $5 billion in December  (03:29) High costs, delays stare at Indian shippers as violenc...

On today’s episode, financial journalist Govindraj Ethiraj talks to Karan Taurani, Senior Vice President and Entertainment Analyst of Mumbai-based Elara Capital. SHOW NOTES (00:00) Stories Of The Day (01:10) The week that broke several records in the stock markets and reversed trends. Could it continue? (05:13) India’s exports steady, imports fall sharply (11:43) Four larger media players, Sony, Z...

On today's episode, financial journalist Govindraj Ethiraj talks to Dr Ajay Mathur, Director General of the International Solar Alliance (ISA), which is one of its kind multilateral organisation established to catalyse global solar growth. The International Solar Alliance (ISA) is a collaborative platform initiated by the Government of India. Dr. Mathur provides an overview of ISA's current status...

On today’s episode, financial journalist Govindraj Ethiraj talks to Gaurang Shah, SVP of Geojit Financial Services as well as Mayur Karmarkar, MD of The International Copper Alliance. SHOW NOTES (00:00) Stories Of The Day (01:10) Record day at the stockmarkets again, 70,000 and 21,000 breached for close. (02:52) Best Fed day across assets in 15 years as global markets salute reversal in rate. (08:...

On today’s episode, financial journalist Govindraj Ethiraj talks to Anindya Banerjee Head of Research for Forex at Kotak Securities.  SHOW NOTES (00:00) Stories Of The Day (03:38) ADB raises India growth projection to 6.7% (04:35) COP28 concludes with a first ever agreement to phase out fossil fuels. (06:20) All positive pressures notwithstanding, the rupee is still weak  (12:18) Tesla to recall 2...

On today’s episode, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist and Head of Research at ICRA Ratings as well as Sheetal Sapale, Vice President at tracking and analysis firm Pharmarack. SHOW NOTES (00:00) Stories Of The Day (01:00) High food prices take inflation up to 5.6% (08:19) Anti-obesity drugs to rising online sales, the big pharma trends of 2023 (18:12) Spic...

On today’s episode, financial journalist Govindraj Ethiraj talks to Viktor Katona, lead crude analyst at Vienna-headquartered energy research firm Kpler as well as Rahil Shaikh, Managing Director of MEIR Commodities, a sugar trading company.  SHOW NOTES (00:00) Stories Of The Day (01:19) Sensex hits 70,000 as markets pause for breath. (02:15) Oil continues to trade weak as demand signals stutter....

On today’s episode, financial journalist Govindraj Ethiraj talks to Kapil Kaul, CEO of aviation research and consulting body CAPA India.  SHOW NOTES (00:00) Stories Of The Day (01:29) Foreign investors reverse course, pump over Rs 25,000 crore in December alone. (07:02) With just 16 million Indians travelling overseas, growth opportunity is huge, says research body CAPA. (13:41) Govt should not di...

On today’s episode, financial journalist Govindraj Ethiraj talks to Vivek Kumar, economist at Mumbai-based QuantEco Research.  SHOW NOTES (00:00) Stories Of The Day (01:23) Nifty powers ahead of 21,000, Sensex close to 70,000. (02:48) RBI leaves rates unchanged, raises GDP projection to 7%. (16:57) China sees biggest institutional investor outflow since 2001. (19:41) Apple hits the gas pedal on In...

On this rebroadcast of the Core Report Weekend Edition, financial journalist Govindraj Ethiraj talks to Economist Arvind Panagariya. He is the Jagdish Bhagwati Professor of Indian Political Economy at Columbia University and is also the Director of Deepak and Neera Raj Center on Indian Economic Policies at School of International and Public Affairs at Columbia University in New York City. He serve...

On today’s episode, financial journalist Govindraj Ethiraj talks to Surendra Mehta, secretary general of the more than a century old India Bullion & Jewellers Association. SHOW NOTES (00:00) Stories Of The Day (01:10) Markets hit fresh highs (04:52) Oil falls to 5 month low despite threats of supply cuts (06:48) Gold delivers sound returns to investors, will it stay? (13:27) A 58% jump in onio...

On today’s episode, financial journalist Govindraj Ethiraj talks to  Uday Bhaskar, Director General of the Hyderabad-based Pharmaceutical Exports Council of India or Pharmaxecil as well as Ashish Pherwani, Partner and Media and Entertainment Lead at Ernst & Young.  SHOW NOTES (00:00) Stories Of The Day (01:10) Stock Markets continue to hit record highs on political continuity. S&P booster...

On today’s episode, financial journalist Govindraj Ethiraj talks to Somasekhar Vemuri, Senior Director at CRISIL Ratings. SHOW NOTES (00:00) Stories Of The Day (01:19) Stock markets hit record highs on BJP’s election wins, anticipation of lower Govt spending on populist schemes (06:27) And The Core Report’s new energy segment in partnership with the IndiaEnergyWeek kicks off today (07:37) Extreme...

On today’s episode, financial journalist Govindraj Ethiraj brings you the latest headlines in business and manufacturing. We also feature an excerpt from the recent weekend edition interview featuring Jyoti Mayal, President of the Travel Agents Association of India.  SHOW NOTES (00:00) Stories Of The Day (01:00) Stock Markets look set to continue solid run on election results, global equities surg...

What are some of the emerging trends for travel within and outside India? For Indians, the ambitions seem to be sky-high. 86% of Indian travelers plan to take the same number, if not more, trips abroad in 2024 compared to 2023, according to a Sky Scanner report. While making a point about the resurgence of travel during the pandemic, Jyoti Mayl, President of the Travel Agents Association of India...

On today’s episode, financial journalist Govindraj Ethiraj talks to Dr Arunabha Ghosh, CEO of the Council for Energy, Environment and Water as well as well known fundamental investor (and member of the BSE) Ramesh Damani.  SHOW NOTES (00:00) Stories Of The Day (01:10) India’s GDP comes in at a surprise 7.6% for the second quarter. (03:29) World markets have had the best month in 3 years while Tata...

On today’s episode, financial journalist Govindraj Ethiraj talks to veteran market analyst and investor G. Chokkalingam of Mumbai-based Equinomics Research as well as Kapil Kaul, CEO of CAPA India. SHOW NOTES (00:00) Stories Of The Day (01:00) BSE listed firms cross $4 trillion in market capitalisation (10:20) Gold prices hit new high, oil soars ahead of OPEC meet, COP 28 starts today. (11:49) Leg...

On today’s episode, financial journalist Govindraj Ethiraj talks to Sydney-based Peter McGuire, CEO of XM.com, an Australian markets research and forex trading firm as well as Manish Raj Singhania, President of the Federation of Automobile Dealers Associations (FADA).    SHOW NOTES (00:00) Stories Of The Day (00:05) Adani stocks zoom on likely clean chit from courts in Hindenberg case. (03:10) Ind...

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...