The Core Report

On Episode 934 of The Core Report, financial journalist Govindraj Ethiraj talks to Pooja Goyal Sharma, Founding CEO at the Udaiti Foundation as well as Shankkar Aiyar, economic journalist, columnist and author. SHOW NOTES (00:00) Stories of the Day (01:00) Markets Track Oil Prices, Look For Consumption Signs (05:00) Monsoon Revives, Industrial Output Up, The Latest Numbers  (07:45) SpaceX Loses $1...

On Episode 933 of The Core Report, financial journalist Govindraj Ethiraj talks to Prasanna Tantri, Associate Professor of Finance and Executive Director of the Centre for Analytical Finance (CAF) at ISB. SHOW NOTES (00:00) Stories of the Day (01:00) Markets May Have To Wait Longer For AI Unwind (04:51) Amazon, Meta, Microsoft, And Oracle Are Carrying $1.65 Trillion In Debt That Does Not Appear On...

On Episode 932 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, Aviation Expert. SHOW NOTES (00:00) The Take (05:29) Tariffs Are Firmly On US Agenda, Fuelling Fresh Trade Uncertainty (07:26) Markets Could Be More Stable This Week Following Pause In The War (08:44) Govt Proposes Allowing Foreign-Funded E-Commerce Firms To Own Inventory And Sell Products Directly For...

Why is India’s e-commerce policy holding back growth when its online retail market has already crossed $60 billion? Could clearer regulation, greater foreign investment and better support for MSMEs unlock the next phase of India’s digital economy? In this episode of Eye On Retail By The Core Report, an initiative supported by Flipkart, financial journalist Govindraj Ethiraj speaks with Jay Gulish...

On Episode 931 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikit Popli, Partner, Indirect Tax and Incentives at KPMG as well as Shub Bhowmick, Co-founder and CEO at Tredence. We also feature an excerpt from Episode 4 of our Series Eye on Retail in partnership with Flipkart. SHOW NOTES (00:00) The Take (05:57) Stocks Have A Good Week But May Not Survive The Resumption Of War...

Why does Dubai still feel like home for Indian wealth? In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Jamil Khatri, CEO of Uniqus Consultech, about why Indian business families, family offices and global investors continue to choose Dubai, and how the India UAE investment corridor is evolving amid geopolitical uncertainty. Jamil Khatri explai...

On Episode 929 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Notani, Partner at Economics Law Practice (ELP). SHOW NOTES (00:00) Stories of the Day (01:00) Indian Markets Steady Even Global Markets Are Volatile (05:25) Voltas Raises Prices, More Brands Could Follow (06:34) A Lot Of Money Is Locked Up In Security Deposits For Taking Homes On Rent, How Much Comes Back? (...

On Episode 928 of The Core Report, financial journalist Govindraj Ethiraj talks to Mukesh Chand, Senior Counsel at ELP (Economic Laws Practice). SHOW NOTES (00:00) Stories of the Day (01:00) Markets Adjust To Longer War Reality In West Asia (04:31) PayPal sees a takeover bid that could value it more than $50 billion (05:45) The Second Phase Of India’s Semiconductor Mission Kicks Off With 127,000 C...

On Episode 927 of The Core Report, financial journalist Govindraj Ethiraj talks to Economist Ajit Ranade. SHOW NOTES (00:00) Stories of the Day (01:09) West Asia Truce Collapses But Impact On Markets Could Be Lesser (02:58) Direct Tax Collections Are Up 16% (07:28) Electronics Trade Deficit At $8.4 Billion Now Forms 28% Of India’s Goods Trade Deficit, With Imports Growing Faster Than Oil (09:22) W...

On Episode 926 of The Core Report, financial journalist Govindraj Ethiraj talks to Varun Lohchab, Chief Research Officer–Equities at HDFC Securities as well as Aditi Nayar, Chief Economist at ICRA. SHOW NOTES (00:00) Stories of the Day (01:09) The Markets Hold Their Ground Despite Renewed Fighting In West Asia (04:00) Asian Paints Raises Prices By A Surprising 12% In Sign Of Tail Order Impact (05:...

On Episode 925 of The Core Report, financial journalist Govindraj Ethiraj talks to Harsh Gupta Madhusudan, Fund Manager & Chief Equity Strategist at Ionic Wealth, a part of Angel One. SHOW NOTES (00:00) The Take (04:50) Markets Are Savouring The Return Of FIIs And Hope (07:20) India Exports To The UK Are Quite Low And Low Market Share Alone Does Not Signal A Big Opportunity. (10:11) Garments O...

Can Jio BlackRock Change How India Invests In Mutual Funds? In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Sid Swaminathan, MD and CEO, JioBlackRock AMC, about why one of the world’s biggest asset managers is betting on India’s next wave of investors and what it could mean for mutual funds, digital investing and portfolio building. India’s mu...

On Episode 923 of The Core Report, financial journalist Govindraj Ethiraj talks to Tejashree Joshi, Head - Environmental Sustainability at Godrej Enterprises Group as well as G Chokkalingam, Founder of Equinomics Research. SHOW NOTES (00:00) Stories of the Day (00:50) What Signals Are The Markets Really Looking For? (03:46) How India Inc Revenue Grew 11% + In The Latest Quarter And What Drove It?...

On Episode 922 of The Core Report, financial journalist Govindraj Ethiraj talks to Raja Lahiri, Partner at Grant Thornton Bharat as well as Nicolas Ziv, Lead Specialist, Transport Sector Resilience at Coalition for Disaster Resilience Infrastructure (CDRI). SHOW NOTES (00:00) Stories of the Day (00:50) Markets Recalculate Impact As Trump Signals End Of Truce (05:00) The RBI Wants A Cryptocurrency...

On Episode 921 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Analyst as well as Radhika Rao, Senior Economist and Executive Director at DBS Bank. SHOW NOTES (00:00) Stories of the Day (00:50) Foreign Portfolio Investors Are Returning To Indian Markets, One Trade At A Time (04:19) Nato Meet Kicks Off In Turkey  (04:55) India To Supply Missiles To Ind...

On Episode 920 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at the Federation of Automobile Dealers Associations (FADA). SHOW NOTES (00:00) Stories of the Day (00:50) All Eyes On Q1 Results To Provide The Next Booster Shot To The Markets (03:50) The Statistical Argument For India’s Market Recovery Versus Other Emerging Markets, Starting With How Bea...

On Episode 919 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanket Kulkarni, Head-Business Development (Theatrical) at Ormax Media as well as Vivek Ramji Iyer, Partner and National Leader Financial Services - Risk Advisory at Grant Thornton Bharat. SHOW NOTES (00:00) The Take (04:50) Markets Set For Firmer Week Ahead As Oil And Rupee Consolidate (06:46) Oil Markets Continue...

How Paint Became India’s Next Big Manufacturing Story explores why India’s paint industry has moved from the background of business news to the centre of a new manufacturing race. In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Sharad Malhotra, Managing Director of Nippon Paint India, on how paint became one of India’s most interesting industrial growth stories. F...

On Episode 917 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Pal, Head - Fixed Income at PGIM India Mutual Fund as well as Sanjay Lazar, Aviation Expert. SHOW NOTES (00:00) Stories of the Day (00:50) Falling Oil Prices Lift Markets Again (04:08) How Are India’s Fixed Income Markets Responding To Rising Bond Flows? (13:18) Indigo Launches A Lite No Cabin Baggage Fare, W...

On Episode 916 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Senior VP and Head of Research for Currency and Commodities at Kotak Securities as well as Sohrab Bararia, Partner, Indirect Tax at Grant Thornton Bharat. SHOW NOTES (00:00) Stories of the Day (00:50) Are FPIs Getting Ready To Return To Indian Markets? (03:50) Oil Flows Could Go Into Oversupply Soo...

On Episode 915 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Mitra, Food and Dairy industry Expert as well as Puneet Gupta, Director, India & ASEAN Automotive Market at S&P Global Mobility. SHOW NOTES (00:00) Stories of the Day (01:09) Gold Prices Are Falling Even As Stock Markets Are Muted (01:54) India Records Driest June In 10 Years Even As June Monsoons Are...

On Episode 914 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Matthan, Founding Partner of Trilegal. We also feature bites from our recent Weekend Edition featuring Rajani Sinha of CareEdge Ratings, Somashekhar Vemuri of Crisil Ratings and Manas Majumdar of PwC. SHOW NOTES (00:00) Stories of the Day (00:50) Stocks Fall Again Because Of Monsoon Concerns Even As Rains Pick...

On Episode 913 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President-Research & Co- Founder at Counterpoint Research as well as Jayanth Neelakanta, Founder and CEO of Equip. SHOW NOTES (00:00) The Take (04:41) Indian Markets Will Stay Cautious On Oil Price Movements (06:46) A US Judge ​Ordered The Justice Department On Friday To Justify Its Decision To D...

Crude Oil Falls Below 73: What It Means for India Economy?.Brent crude oil has slipped below $73 a barrel and that could be a game changer for the India economy. Lower crude oil prices can ease inflation, improve India’s current account deficit, strengthen government finances and even create room for lower fuel prices in the months ahead. But is this the beginning of a new oil cycle or just a temp...

India’s stock market through a bottom up investing lens is the focus of this episode of The Core Report Special Edition, where financial journalist Govindraj Ethiraj is in conversation with Rakesh Vyas, CIO & Portfolio Manager at Quest Investment Managers. Where will India’s next stock market returns really come from? Beyond oil prices, geopolitics, inflation, the rupee and global uncertainty,...