The Core Report

On today’s episode, financial journalist Govindraj Ethiraj talks to Captain Jimmy Sarbh, former Regional Director, South Asia and the Middle East at P&O Ports (and considered a pioneer in private port operations in India and in the region) as well as Vinod Karki, Equity Strategist with ICICI Securities. SHOW NOTES [00:00] Stories Of The Day [01:00] Fear and volatility hit global markets, oil b...

On this episode, financial journalist Govindraj Ethiraj talks to Vinayak Chatterjee, Founding & Managing Trustee of the Infravision Foundation as well as Chairman of the Confederation of Indian Industry's (CII) National Task Force on Infrastructure Projects – Monitoring & Advocacy. He co-founded Feedback Infra Pvt. Ltd. in 1990 and served as its Chairman from 1990 to 2021. Since stepping d...

On today’s episode, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director of Business Standard as well as Sanjog Gupta, Head of Sports at Disney and Star. SHOW NOTES [00:00] Stories Of The Day [01:00] British PM Rishi Sunak follows US President Joe Biden into Israel, oil pauses around $90 now. [02:26] Rupee closes at record low again as Asian currencies reel unde...

On today’s episode, financial journalist Govindraj Ethiraj talks to Siraj Hussain, former Agriculture Secretary to the Government of India and columnist on agricultural issues as well as Rajneesh Singh, Managing partner, at Simply HR Solutions. SHOW NOTES [00:00] Stories Of The Day  [01:00] Joe Biden’s Visit To Israel fails to Calm Fears After Gaza Hospital Attack, Oil Jumps to $93 [02:05] JP Morg...

On today’s episode, financial journalist Govindraj Ethiraj talks to Pramod Kumar S, president of the Roller Flour Millers' Federation in Bangalore   SHOW NOTES [00:00] Stories Of The Day [01:10] Markets hold their breath as President Joe Biden Slated To Reach Tel Aviv Today [03:03] India’s Rs 143 Lakh Crore infra spend in next 7 years is double of previous 7 years. [04:54] Wheat prices continue to...

On today’s episode, financial journalist Govindraj Ethiraj talks to Karan Taurani, senior vice president and media and internet analyst at Elara Capital. We also feature an excerpt from the recent Weekend Edition featuring Jacob L. Shapiro, Partner & Director of Geopolitical Analysis, Cognitive Investments. SHOW NOTES [00:00] Stories Of The Day  [01:00] High intensity diplomacy in the middle e...

On today’s episode, financial journalist Govindraj Ethiraj talks to Crisil Chief Economist D K Joshi as well as sports and cricket journalist and commentator Ayaz Memon. SHOW NOTES [00:00] Stories Of The Day  [01:00] Markets and oil turn nervous as Israel threats ground invasion of Gaza [03:07] India imports tomatoes from Nepal but does not reciprocate with rice. Smugglers take over. [09:24] Infla...

On this episode, financial journalist Govindraj Ethiraj talks to Jacob L. Shapiro, Partner & Director of Geopolitical Analysis, Cognitive Investments (CI). He works with the CI research team to integrate geopolitics into CI’s investment strategies. He also authors the “Global Situation Report,” a weekly intelligence brief on the world’s most important developments. Jacob hosts CI's podcast ser...

On today’s episode, financial journalist Govindraj Ethiraj talks to Rahul Jain, Vice President at Dolat Capital & IT analyst as well as Nita Kapoor, CEO of The International Spirits & Wines Association of India (ISWAI).   SHOW NOTES [00:00] Stories Of The Day [01:00] Falling food prices bring down Inflation sharply to 5.02%. [03:01] Israel-Hamas war toll crosses 2,600. Indian markets pause...

On today’s episode, financial journalist Govindraj Ethiraj talks to Dhirendra Kumar, Founder and CEO of Value Research as well as Akshay DSouza, chief of growth and insights at Bizom. SHOW NOTES [00:00] Stories Of The Day  [00:50] Indian markets hold gains, oil falls and markets rise [12:25] Rice and now sugar, all head for more fresh export controls [13:55] Ambani scion meets unexpected instituti...

On today’s episode, financial journalist Govindraj Ethiraj talks to  Sheetal Sapale, vice president commercial at PharmaRack. We also feature an excerpt from our Weekend Edition featuring Anshuman Magazine, Chairman & CEO of India, South East Asia, Middle East, and Africa at CBRE.   SHOW NOTES [00:00] Stories Of The Day [00:50] Israel-Hamas war escalates, markets stable for now. [02:31] The IM...

On today’s episode, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of FADA (and also the Managing Partner of Ralas Motors based out of Raipur, Chhattisgarh) as well as Pankaj Mohindroo, Chairman of the Indian Cellular and Electronics Association. SHOW NOTES [00:00] Stories Of The Day [00:50] World markets take a hit on Israel-Hamas war, oil holds at $87 a barrel. [...

On today’s episode, financial journalist Govindraj Ethiraj talks to economist Brinda Jagirdar, economic affairs writer and columnist Shankkar Aiyar as well as Karan Taurani, media analyst and Senior VP at Mumbai-based Elara Capital.   SHOW NOTES [00:00] Stories Of The Day [00:50] Markets brace for middle east tension impact, second  quarter results [04:44] Credit policy held interest rates for now...

On this episode, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO - India, South East Asia, Middle East, and Africa, CBRE. Based in New Delhi, he oversees operations for 19 countries and over 50 offices and affiliates across these geographies. He has been involved in some of the largest advisory assignments including a disinvestment exercise for a portfolio of...

On today’s episode, financial journalist Govindraj Ethiraj talks to Jehangir B Gai, well known consumer rights activist and lawyer as well as Ayaz Memon, renowned cricket and sports writer as well as commentator. SHOW NOTES [00:00] Stories Of The Day [00:50] Goldman Sachs takes a pause on Indian stocks even as markets rise on falling oil prices. [04:14] Indian IT companies are facing a washout yea...

On today’s episode, financial journalist Govindraj Ethiraj talks to Shriram Subramanian, founder of InGovern Research services (an institutional investor advisory based out of Bangalore) as well as Vivek Rathi, Director of Research at Knight Frank India. SHOW NOTES [00:00] Stories Of The Day  [00:50] Global markets are in turmoil as interest rates head higher, oil prices begin to fall. [04:31] Why...

On today’s episode, financial journalist Govindraj Ethiraj talks to Saif Rahiman Mukadam, Research Analyst at ICICI Securities as well as Anuj Gupta, Head of Commodities and Currencies at HDFC Securities.   SHOW NOTES [00:00] Stories Of The Day [01:00] World Bank raises India inflation projection to 5.9% [04:35] Gold & silver prices fall to 7 month lows. [08:37] The Dollar Gets Stronger By The...

On today’s episode, financial journalist Govindraj Ethiraj talks to Vijay Setia, former President of the All India Rice Exporters Federation and also Chairman and Managing Director of Chaman Lal Setia Exports (makers of the well known Maharani Basmati Rice brand) as well as Siraj Hussain, former Agriculture Secretary to the Government of India and frequent columnist on agricultural and food produc...

On today’s episode, financial journalist Govindraj Ethiraj talks to Nir Linchevski, a 20-year veteran of Israel’s VC/PE ecosystem and Managing Partner at Israel Secondary Funds which manages over half a billion dollars across three funds.   SHOW NOTES [00:00] Stories Of The Day [01:00] GST collections steady around 162,000 crore. [02:14] Jet fuel and commercial LPG prices increase, will other hike...

On this episode, financial journalist Govindraj Ethiraj talks to Dharmakirti Joshi, Chief Economist at CRISIL. With over 30 years experience in economic research and consultancy, Mr Joshi's career began in NCAER where he spent 11 years. He then moved on to senior positions in Central Electricity Regulatory Commission, New Delhi and currently CRISIL (An S&P Global Company).He has extensive expe...

On today’s episode, financial journalist Govindraj Ethiraj talks to ndirect tax expert Rohit Jain, Partner at the Mumbai headquartered Economic Laws Practice or ELP as well as Atul Chaturvedi, Chairman of Sri Renuka Sugars. SHOW NOTES [00:00] Stories Of The Day  [03:08] India’s housing markets continue to boom even as stock markets turn weak.  [05:09] More and more GST inspectors are landing up at...

On today’s episode, financial journalist Govindraj Ethiraj talks to Sanjay Agarwal, President of the 56 year old Electronics Industry Association of India (ELCINA) and also managing director of Globe Capacitors.   SHOW NOTES [00:00] Stories Of The Day [01:00] Nomura upgrades India to overweight from Neutral, markets look up [02:34] 100 Bagger Stocks In Indian Markets Are Mostly Manufacturing Compa...

On today’s episode, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for Forex and Interest Rates for Kotak Securities as well as Girish Vanvari of Transaction Square, a tax regulatory and business advisory firm.   SHOW NOTES [00:00] Stories Of The Day [00:50] What Jamie Dimon Said But Did Not Make Headlines [03:58] The dollar is at its strongest in 2023 and the R...

On today’s episode, financial journalist Govindraj Ethiraj talks to Namrata Mittal, Economist at SBI Mutual Fund.   SHOW NOTES [00:00] Stories Of The Day [01:00] Markets And The Rupee [01:37] Forget the sundowner. The National Stock Exchange wants to start derivatives trading between 6 and 9 pm. [04:22] Foreign funds will flow into Indian Government bonds but that comes with some additional scruti...

On today’s episode, financial journalist Govindraj Ethiraj talks to Journalist and columnist on trade issues Shankkar Aiyyar. We've also featured an excerpt from Episode #104 featuring Louis-Vincent Gave, founding partner and CEO of Gavekal, one of the world's leading providers of investment research.   SHOW NOTES [00:00] Stories Of The Day [00:46] India’s stocks are down but there is good news on...