On Episode 381 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of the Federation Of Automobile Dealers Associations (FADA). SHOW NOTES (00:00) The Take: Worshipping The Sun (04:21) Markets slip further as the bottom stays weak (06:56) Oil at its lowest since June 2023 (08:10) Auto sales fall again…

On Episode 380 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Mishra, SVP-Research at Religare Broking. SHOW NOTES (00:00) The Take: India’s affluent class has choices to make (05:48) Indices fall as markets digest Wall Street moves (06:20) Rupee hits fresh lifetime low (06:52) Car dealerships say inventories have risen fu…

On Episode 379 of The Core Report, financial journalist Govindraj Ethiraj talks to Jaikrishnan G, Partner - Advisory at PwC India. SHOW NOTES (00:00) The Take: Reading The Right Signs (04:31) Stock Markets rise for the 14th consecutive and record session but barely. (05:34) Oil prices have now fallen below $75 a barrel. (06:16) Go for Gold, says Go…

On Episode 378 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, CEO of Avialaz Consultants. SHOW NOTES (00:00) The Take (03:43) India’s longest ever stock market rally continues, enters 13th day (05:18) Share of Russian crude in India’s oil basket continues to fall (07:52) The operational dynamics of the Air India -…

In this episode, Puja Mehra talks to economist Ila Patnaik about the complex challenges India faces as it strives to compete with China's export dominance. They talk about the uncompetitive infrastructure, higher labor and energy costs, and irrational tariff structures that hinder India’s manufacturing sector. Patnaik discusses the impact of China'…

On Episode 377 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Awtaney, founder and editor of LiveFromALounge.com. SHOW NOTES (00:00) The Take: Grin and Bear It (04:31) The markets now sit on their longest rally ever (05:59) GDP slows down as projected, economists are revising full year growth figures downwards (07:49) GST …

In this episode of The Core Report: Weekend Edition, Govindraj Ethiraj explores the fascinating intersection of science and culture at the Science Gallery in Bengaluru. Join us as we discover how this public institution is engaging young minds through research-based interactions and promoting critical thinking. Our guests, Jahnavi Phalkey, Founding…

On Episode 375 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, veteran market and Reliance watcher and founder of DRChoksey Finserv. SHOW NOTES (00:00) The Take: The Importance of Friction in Payments (05:38) Markets On Longest Winning Streak in 17 years (06:36) Defence stocks, once a darling, are still falling (0…

On Episode 374 of The Core Report, financial journalist Govindraj Ethiraj talks to Neeti Sharma, CEO of Teamlease Digital. SHOW NOTES (00:00) The Take: Why a primary market problem is also a market problem (05:09) Markets see the longest winning run in 4 years. (06:09) Caution on Wall Street even as it waits on Nvidia result (08:14) Will captives o…

On Episode 373 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, senior vice president of Elara Capital as well as Pranav Haldea, managing director of PRIME Database Group. SHOW NOTES (00:00) The Take: Why Indian investors need to be reined in (05:09) Markets on steady upward trot for 9 straight sessions (06:21) Mar…

On Episode 372 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist at ICRA as well as Jawahar Bekay, managing partner at CaptiveAide Advisory. SHOW NOTES (00:00) The Take: Why India should now think China plus 2 (03:33) Markets catch Fed fever, ride on interest rate cut hopes (04:58) Oil prices rise once…

On Episode 371 of The Core Report, financial journalist Govindraj Ethiraj talks to Dhairyashil Patil, president of the All India Consumer Products Distributors Federation as well as Shankkar Aiyar, economic journalist and author. SHOW NOTES (00:00) The Take: How the gap between private and government jobs is increasing (05:38) The stock markets see…

On Episode 370 of The Core Report, financial journalist Govindraj Ethiraj talks to Sugandha Sachdeva, commodity and currency analyst and founder of Delhi-based SS WealthStreet as well as economist Dr Brinda Jagirdar. SHOW NOTES (00:00) The Take: Will The Adani’s Do What The Regulators Failed To (05:57) Stock Markets rise for 6th session, albeit slo…

On Episode 369 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as tax expert Dinesh Kanabar, founder and CEO of Dhruva Advisors. SHOW NOTES (00:00) The Take: The Price Of Reducing Friction (06:17) Markets Seek Direction Once Again (07:53) Gold Prices Edge Back But Stay In Record Te…

On Episode 368 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Velonie, senior director at CRISIL Ratings. SHOW NOTES (00:00) The Take (05:00) Markets piggyback on Wall Street rise. IT stocks could keep momentum high (06:33) Oil prices slide on reports of peace talks in the middle east (08:07) Are more Indians switching to …

On Episode 367 of The Core Report, financial journalist Govindraj Ethiraj talks to Mukesh Butani, well known tax lawyer and founder of BMR Legal. SHOW NOTES (00:00) The Take: How Safe is My Money? (05:00) Markets are listless and standing by (07:41) India’s usually strong rupee has weakened when most other currencies have risen (08:49) How iron ore…

In this episode, Puja Mehra talks to economist Payal Malik about the impact of big tech companies like Google and Meta on market competition in India and the recent antitrust ruling against google. They explore how these giants dominate industries through data extraction, stifling innovation and harming suppliers, the need for new regulations to ad…

On Episode 366 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of the Federation Automobile Dealers Association (FADA). SHOW NOTES (00:00) The Take (06:43) Markets rock to Wall Street beat (07:54) Oil prices ease off on demand worries and reduced war tensions (08:50) Indian steel companies file an…

In this episode of The Core Report: Weekend Edition, host Govindraj Ethiraj sits down with Mr. Shashi Kiran Shetty, Founder and Chairman of Allcargo Group, India’s largest homegrown logistics multinational. With operations spanning 180 countries, Allcargo has been at the forefront of transforming India's logistics landscape. Mr. Shetty shares his i…

On Episode 364 of The Core Report, financial journalist Govindraj Ethiraj talks to Sunil Thakur, Partner at Quadria Capital. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets wait for US interest rate cues (01:50) Top 26 fund houses are sitting on nearly Rs 80,000 crore in cash, up 27 per cent from the previous month (06:37) India’s import bill…

On Episode 363 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Gupta, senior director and deputy chief ratings officer at CRISIL Ratings. SHOW NOTES (00:00) The Take: Borrowing to Invest (05:09) Markets fall on weak signals (07:32) Red Sea crisis leads to 64% jump in global cargo ships fuelling in India. (10:07) Fitch Rat…

On Episode 362 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist at ICRA as well as Shiv Putcha, founder & principal analyst at Mandala Insights. SHOW NOTES (00:00) The Take (05:29) Markets withstand Hindenburg, Adani stocks don’t (07:29) Inflation is down to 3.5%, why you shouldn’t celebrate yet (14:1…

On Episode 361 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, founder & CEO of Tax Compass as well as veteran economic journalist Shankkar Aiyar. SHOW NOTES (00:00) The Take (06:45) Markets To Hold Steady (08:00) Global anti money laundering watchdog wants India to step up diligence on politicians (09:22) Should Seb…

In this episode of The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj discusses the recent currency turmoil, focusing on the unwinding of the yen carry trade and its ripple effects on global markets, including India. With the help of Kunal Sodhani, Vice President, Global Trading Centre, FX & Rates Treasury at Shinhan Bank, Par…

On Episode 359 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, veteran market analyst and managing director of DRChoksey FinServ as well as Vivek Kumar, economist at QuantEco Research. SHOW NOTES (00:00) Stories Of The Day (06:07) Markets fail to hold gains once again though three fourths of globally carry trade r…

On Episode 358 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Head Investment Strategist at Geojit Financial Services as well as Uday Ved, partner – tax services at KNAV. SHOW NOTES (00:00) Stories Of The Day (01:00) Indian markets track global recovery, poised to gain further (02:23) The rupee falls again, closes…

On Episode 357 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, senior vice president and consumer industry analyst at Elara Capital. SHOW NOTES (00:00) The Take: The Power of Doing Nothing (06:36) The stock markets fail to track global market recoveries, poised to stabilise (08:39) The rupee hits a fresh low (09:5…

On Episode 356 of The Core Report, financial journalist Govindraj Ethiraj talks to Deepak Shenoy, Founder of Capitalmind, a Sebi registered portfolio manager as well as Abid Hassan, CEO of Sensibull. SHOW NOTES (00:00) The Take: Jobs and Youth (03:14) The Markets Crack 2,223 points and could fall further (04:57) Japanese stocks sees highest fall si…

In this conversation, Puja Mehra talks to Dr. Shruti Rajagopalan about the historical context of the 1991 Economic Liberalisation of India. She illustrates how the economy in india worked through the manufacture of a bicycle and goes on to explain the impact of those economic reforms, the careful planning that went into it, the people who brought i…

On Episode 355 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinod Karki, equity strategist at ICICI Securities as well as Manisha Kapoor, CEO of the Advertising Standards Council of India (ASCI). SHOW NOTES (00:00) The Take: Investors Concerned About Market Valuations (06:36) Friday markets track global cues, and could stay s…

This week on The Core Report: Weekend Edition, Govindraj Ethiraj talks to Dr. Ajay Kumar, former Defence Secretary of India and a seasoned expert in the defence industry. They discuss the landscape of defence technology in India. Dr. Ajay Kumar, the driving force behind the MTEC Growth Fund, shares insights on the transformative role of technology …

On Episode 353 of The Core Report, financial journalist Govindraj Ethiraj talks to Sachin Menon, senior tax consultant and former partner at KPMG as well as Rajesh Baheti, managing director at Crosseas Capital Services. SHOW NOTES (00:00) The Take: Trigger Happy Tax Officials (04:41) Global cues push Indian markets to record closing highs (07:11) G…

On Episode 352 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, veteran investor and market expert as well as Ajay Srivastava, founder of the Global Trade Research Initiative and former DGFT official. SHOW NOTES (00:00) The Take (04:21) Markets rise, so does oil (05:59) India receives 9% more rainfall in July (07:42) …

On Episode 351 of The Core Report, financial journalist Govindraj Ethiraj takes you through the top business news for today. We also feature an excerpt from The Core Report: Weekend Edition from July 27 featuring Siddharth Pai, founder of Siana Capital and a leading tech strategist. SHOW NOTES (00:00) The Take: Why We Have To Bring Back Friction In…

On Episode 350 of The Core Report, financial journalist Govindraj Ethiraj talks to Chandrajit Banerjee, director general of the CII (Confederation of Indian Industry) as well as Ronald Siyoni, Associate Vice President at Sharekhan by BNP Paribas. SHOW NOTES (00:00) The Take: A Nation of Young Gamblers (05:48) Markets hit highs, turning jittery (07:…

On Episode 349 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Shubadha Rao, founder of QuantEco Research as well as Himanshu Parekh, partner at KPMG in India. SHOW NOTES (00:00) The Take: The Gold Mirage (04:21) Can stock markets hold the bounce back? (06:01) The AI Euphoria, how long will it last? (07:44) Cement industry s…

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Nitin Seth and Siddharth Pai. They tackle some important questions: How can India harness AI's power? Are we using it to solve real-world problems? And can we measure its true value? Nitin Seth, CEO of Incedo Inc, shares insights on AI's potential in busi…

On Episode 347 of The Core Report, financial journalist Govindraj Ethiraj talks to Captain G R Gopinath, founder and CEO of Deccan Aviation and now Deccan Charters. SHOW NOTES (00:31) The Take (03:43) Markets Look For Fresh Direction (04:20) Jobs, the bottom-up question Listeners! We await your feedback.... To collaborate with our Core Brand Studio…

On Episode 346 of The Core Report, financial journalist Govindraj Ethiraj talks to Uday Ved, partner at KNAV & Co. SHOW NOTES (00:31) The Take (07:47) The Stock Markets Seesaw And Settle Down (08:59) Rupee Hits Fresh Record Low (09:43) Takeaways From the Union Budget 2024 with Tax Expert Uday Ved Listeners! We await your feedback.... To collaborate…

On Episode 345 The Core Report, financial journalist Govindraj Ethiraj talks to BVR Subbu, automotive industry expert and former president of Hyundai Motor India. SHOW NOTES (00:21) The Take (08:05) Stock Markets Price In Budget Positives, Wait For Surprises (09:28) Why Some Car Companies Are Pulling Back Listeners! We await your feedback.... To co…

In this conversation, Puja Mehra talks to Vijay Singh Chauhan about the complexities of government budgeting and fiscal management in India. They discuss discrepancies in GDP numbers, government borrowing, the fiscal deficit, the importance of transparency, statistical skills, and public input in the budget-making process, and much more. For more o…

On Episode 344 The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Rajanya Ravasia, wealth manager and founder of Adventum Wealth. SHOW NOTES (00:00) The Take (04:00) Stories Of The Day (05:57) Markets weak as tech takes beating. Budget weighs on stocks. (11:44) Are controls on overseas investments slowing flows? Listeners! We awai…

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Anita Rastogi, Partner at PwC, and Samir Kanabar, Partner at EY. They talk about GST implementation, The complexities of GST, The impact of targeted online gaming regulations, The role of automation and technology in improving tax compliance, the need for…

On Episode 342 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinay Kumar G, vice president and sector head – Corporate Ratings at ICRA. SHOW NOTES (00:00) The Take (04:00) Stories Of The Day (04:41) Sensex Crosses 81,000, markets at record highs for fourth day, bucking global trends (06:25) Infosys beats street estimates (08:4…

On Episode 341 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Hickin, editor in chief of London based journal Petroleum Economist as well as Vivek Rathi, director, research at Knight Frank India. SHOW NOTES (00:00) The Take (03:13) Stories Of The Day (03:53) Global cues weak going into Thursday trade (05:24) Oil prices are…

On Episode 340 The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Phatak, research director at Counterpoint Research. SHOW NOTES (00:00) The Take (03:27) Stories Of The Day (04:12) Stock Markets hit record closing highs, earnings results steady (05:36) Oil holds at $85 a barrel as China demand weakens (06:15) Exports Fall to 7-M…

On Episode 339 of The Core Report, financial journalist Govindraj Ethiraj talks to D K Joshi, chief economist at Crisil Ratings as well as Dwarak Narasimhan, Partner at Price Waterhouse & Co LLP. SHOW NOTES (00:00) The Take (03:55) Stories Of The Day (04:41) Markets on holding pattern, earnings in spotlight. (06:56) India’s losing battle with food …

In this episode of The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj interviews Chetan Maini, the Co-founder & Chairman of SUN Mobility, a company transforming the electric vehicle landscape. They talk about electric vs. fuel-powered cars, the science behind lithium-ion batteries, the impact of India's scorching heatwaves on …

On Episode 337 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Hota, vice president and head of research at Sharekhan by BNP Paribas as well as Siddharth Pai, founder and managing partner at Siana Capital. SHOW NOTES (00:00) The Take (05:49) Stories Of The Day (06:36) A Global market rally is still on (08:45) TCS Results…

On Episode 336 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashanth Agarwal, Partner, Indirect Tax at PwC India. SHOW NOTES (00:00) The Take (03:11) Stories Of The Day (03:53) Markets take a breather and brace for the budget (05:37) India’s Auto industry is set for volatile times (09:48) Why Maruti Chairman RC Bhargava is g…