The Core Report

On Episode 849 of The Core Report, financial journalist Govindraj Ethiraj talks to Vibhuti Garg, Director at South Asia at Institute for Energy Economics and Financial Analysis (IEEFA) as well as Dr. Jaijit Bhattacharya, President of the Centre for Domestic Economy Policy (CDEP) Research. SHOW NOTES (00:00) Stories of the Day (00:50) Global markets ride on unbelievable exuberance (05:41) IMF offic...

On Episode 848 of The Core Report, financial journalist Govindraj Ethiraj talks to Upasna Bhardwaj, Chief Economist at Kotak Mahindra Bank; Adelle Thomas, Director of Adaptation at NRDC and Vice Chair of the IPCC Working Group; as well as Krishnan Sitaraman, Chief Ratings Officer at Crisil Ratings. SHOW NOTES (00:00) Stories of the Day (00:50) The markets cheer the words as always but why the acti...

On Episode 847 of The Core Report, financial journalist Govindraj Ethiraj talks to Vipin Malhan, President of the Noida Entrepreneurs Association as well as R. Gopalakrishnan, former executive director of Tata Sons Ltd, about a new book he has co-authored, Chanakya and Sun Tzu: A Business Lens on Trade, Thought and Travel . SHOW NOTES (00:00) Stories of the Day (00:41) A bigger worry for oil: dema...

In this conversation on The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with JPMorgan’s Jahangir Aziz to unpack India savings rate, India economy risks, global war impact on oil prices, and what it means for India growth, markets, and the future of investing. Why do Indian households save so much money even when the economy is growing? Is it culture or is it fear. We...

On Episode 845 of The Core Report, financial journalist Govindraj Ethiraj talks to Siraj Hussain, Former Secretary at the Ministry of Agriculture and Ministry of Food Processing. SHOW NOTES (00:00) The Take (05:00) Why markets might absorb the ceasefire talk breakdown in their stride. (10:17) Oil shocks are now spreading to Europe as realisation dawns. (12:43) Dubai is restricting flights from Ind...

How War and LNG Supply Threaten India’s Fertiliser Sector — in this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Siraj Hussain, Former Secretary, Ministry of Agriculture and Ministry of Food Processing about how war, LNG shortages, urea imports, DAP supply, and monsoon risk could impact India’s fertiliser sector, agriculture economy, and food secur...

Why Electric Vehicles Are India’s Biggest $1 Trillion Opportunity — in this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with venture capitalist Kunal Khattar, Founder, AdvantEdge about how EV adoption, energy security, oil imports, and the mobility transition could reshape India’s economy, jobs, and global competitiveness. As fuel costs remain high and...

On Episode 842 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President at Pharmarack as well as Soumya Mohanty, MD & Chief Client & Solutions Officer, South Asia at Kantar. SHOW NOTES (00:00) Stories of the Day (00:50) A ceasefire is hanging by the thread but why markets are still optimistic (05:10) The first major quarterly result from TCS is pos...

On Episode 841 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist & Head - Research & Outreach at ICRA as well as Dr. Ranjeet Mehta, CEO & Secretary General at PHDCCI (PHD Chamber of Commerce and Industry). SHOW NOTES (00:00) Stories of the Day (00:50) Markets celebrate ceasefire but will it last? (05:07) RBI holds interest rates as expecte...

On Episode 840 of The Core Report, financial journalist Govindraj Ethiraj talks to Sunil Shah, President at The All India Plastics Manufacturers Association, Jay Kothari, Fund Manager and Senior Vice President, Global Head International Business and Lead Investment Strategist at DSP Asset Managers as well as Dr. Ajit Ranade, Economist and Former Vice Chancellor of Gokhale Institute of Politics and...

On Episode 839 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA as well as Ashish Nanda, President and Head Digital Business of Kotak Securities. We also feature an excerpt from The Media Room interview hosted by Vanita Kohli-Khandekar and featuring Ashish Pherwani, Head of Media & Entertainment at EY. SHOW NOTES (00:00) Stories of the Day (...

On Episode 838 of The Core Report, financial journalist Govindraj Ethiraj talks to Ketan Dalal, Tax Expert and Founder of Katalyst Advisors. SHOW NOTES (00:00) The Take (05:09) Will markets start adjusting to a war normal this week? (09:12) India crude supplies are under control, though gas is still not (10:37) Why did India and Mauritius sign a treaty allowing tax free investments and what’s chan...

On Episode 837 of The Core Report, financial journalist Govindraj Ethiraj talks to Shivkumar Kalyanaraman, Chief Executive Officer (CEO)  Anusandhan National Research Foundation (ANRF) as well as Ajay Vij, Senior Country Managing Director at Accenture. SHOW NOTES (00:00) Stories of the Day (01:00) Indian markets gain on a fresh round of optimism of war end. (03:26) Jet fuel and commercial LPG pric...

On Episode 836 of The Core Report, financial journalist Govindraj Ethiraj talks to Bhavdeep Bhatt, CEO at Northern Arc Investment Managers as well as Nikhil Sethi, National Leader Consumer Goods and Co-Lead Customer & Operations at KPMG in India. SHOW NOTES (00:00) Stories of the Day (01:00) Fresh misdirection from the United States on a possible end to the war. (05:40) Former BA and IATA CEO...

On Episode 835 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Expert as well as Indrani Bagchi, CEO at Ananta Aspen Centre. SHOW NOTES (00:00) Stories of the Day (01:00) Sensex hits two year low as oil crosses $115 per barrel (02:03) FIIs March sales at $12 billion hit all time high (02:51) A RBI intervention to control rupee speculation does not see...

On Episode 834 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, Managing Director at CR Forex Pvt. Ltd as well as Karan Marwah, Partner & Leader, CFO Advisory & IPO Advisory Services at Grant Thornton Bharat. SHOW NOTES (00:00) The Take (06:26) Brace for another tough week as US troops land in West Asia. (10:02) Gas supply being stepped up to industries and...

Why India still does not set global agri commodity prices is a question that impacts markets, farmers, businesses, and the future of India’s economy. In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Arun Raste, CEO, National Commodity & Derivatives Exchange to break down India’s agri commodity markets, price discovery, and why India is not...

On Episode 832 of The Core Report, financial journalist Govindraj Ethiraj talks to Ben Powell, Managing Director, Chief Investment Strategist for APAC within the BlackRock Investment Institute.  SHOW NOTES (00:00) Stories of the Day (01:00) Global Markets turn nervous again as US-Iran peace talks falter without starting (02:29) What a US ground invasion will target (03:21) India has crude supplies...

On Episode 831 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India).  SHOW NOTES (00:00) Stories of the Day (01:09) The markets rise for the second day as oil prices fall on peace manoeuvres (03:22) Influential voices in the US like Blackrocks Larry Fink want Iran to be neutralised. What does that me...

On Episode 830 of The Core Report, financial journalist Govindraj Ethiraj talks to Capt. Shiv Samrat Kapur, Managing Director of the India arm at Sentosa Ship Brokers as well as Vivek Kaul, Author and Columnist.  SHOW NOTES (00:00) Stories of the Day (01:00) The markets recover on Tuesday but on tenterhooks once again (03:41) Net FDI has contracted for the fifth month in a row (04:53) LPG imports...

On Episode 829 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Shah, economist and co-founder of the XKDR Forum as well as Richa Sawhney, Partner at Grant Thornton Bharat. SHOW NOTES (00:00) Stories of the Day (00:50) Trump makes a fresh gesture of temporary peace even as Israel continues to pound Tehran leaving markets confused as always (04:28) How India is quite literal...

On Episode 828 of The Core Report, financial journalist Govindraj Ethiraj talks to Ankit Hakhu, Director at Crisil Ratings as well as Manisha Kapoor, CEO at The Advertising Standards Council of India (ASCI). SHOW NOTES (00:00) The Take (05:00) Oil prices set to spike and markets fall as the United States gets set for fresh attack on Iran (07:34) The rupee has another bad day and it could get worse...

On Episode 827 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder of the Global Trade Research Initiative (GTRI) as well as Amit Tandon, Founder and Managing Director at Institutional Investor Advisory Services (IIAS). SHOW NOTES (00:00) Stories of the day (01:00) Markets tank again, give up three days of gains on US threats to attack Iran’s gas fields aga...

On Episode 826 of The Core Report, financial journalist Govindraj Ethiraj talks to Narendra Taneja,Chairman of the Independent Energy Policy Institute as well as Anindya Banerjee, Senior VP and Head of Commodity Research (Currency, Commodities and Interest Rates) at Kotak Securities . SHOW NOTES (00:00) Stories of the day (01:09) No let up in West Asia as bombing continues as the US might resort t...

On Episode 825 of The Core Report, financial journalist Govindraj Ethiraj talks to Sourav Mitra, Partner–Oil & Gas at Grant Thornton Bharat as well as Ambareesh Baliga, Market Expert. SHOW NOTES (00:00) Stories of the day (01:00) The US wants to militarily control the Strait of Hormuz, even as ships of countries friendly to Iran are passing through (03:56) How Indian institutional investors ar...