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…

On Episode 335 of The Core Report, financial journalist Govindraj Ethiraj talks to Nicole Schwab, the Co-Head of the Nature Positive Pillar at the World Economic Forum, and member of the Executive Committee. SHOW NOTES (00:00) The Take (03:50) Stories Of The Day (04:31) Markets are flat again (05:55) The Chinese Central Bank has stopped buying gold…

On Episode 334 of The Core Report, financial journalist Govindraj Ethiraj talks to Girish Vanvari, founder of Transaction Square as well as Manish Raj Singhania, president of the Federation of Automobile Dealers Association (FADA). SHOW NOTES (00:00) The Take (04:49) Stories Of The Day (05:29) Markets take a well deserved breather, Sensex dips. (06…

In this episode of The Core Report: Weekend Edition, financial journalist Govind Ethiraj interviews John Pearson, Global CEO of DHL Express. Pearson, a leader in the logistics industry, discusses how DHL is navigating frequent interruptions in global trade and the increasing demand for deliveries. Key takeaways: Disruptions in global trade: Pearson…

On Episode 332 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, founder of Equinomics Research. SHOW NOTES (00:00) The Take (05:03) Stories Of The Day (05:38) Sensex stays above 80000 as large caps calibrate (07:11) SEBI and exchanges scramble to cool the markets (11:00) Two wheeler CNG bike is a good experiment e…

On Episode 331 of The Core Report, financial journalist Govindraj Ethiraj talks to Pratik Jain, Partner at PwC India. SHOW NOTES (00:00) The Take (05:02) Stories Of The Day (05:38) The Rapid Rise Of The Sensex Is A Worry (08:46) How much rainfall do we really need? (10:36) GST, lower numbers and seven years on (24:19) How much screen time do Valley…

On Episode 330 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, founder and CEO of Vanda Insights. SHOW NOTES (00:00) The Take (02:46) Stories Of The Day (03:24) Stock Markets hit fresh highs but financials drag (07:36) Monsoon now covers all of India ahead of time (08:51) Oil prices are at a two month high, underst…

On Episode 329 of The Core Report, financial journalist Govindraj Ethiraj talks to Mithileshwar Thakur, Secretary General of the Apparel Export Promotion Council (AEPC). SHOW NOTES (00:00) The Take: Indians are spending more money overseas than ever (04:54) Stories Of The Day (05:38) Stock Markets hit fresh highs, almost forgotten IT stocks like Wi…

On Episode 328 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, a veteran market expert. SHOW NOTES (00:00) The Take (05:02) Stories Of The Day (05:38) Best half yearly performance in stock markets in 3 years, midcaps and small caps beat benchmark indices. Wall Street is gearing for a return of Trump (09:28) Nightmari…

On Episode 327 of The Core Report, financial journalist Govindraj Ethiraj talks to Krishan Mishra, CEO of the Financial Planning Standards Board. SHOW NOTES (00:00) The Take (02:12) Stories Of The Day (05:00) Markets cross 79,000, hold at higher levels (07:07) India’s savings levels are falling (09:13) Water shortages could hit India’s sovereign ra…

On Episode 326 of The Core Report, financial journalist Govindraj Ethiraj takes you through business news headlines of today. SHOW NOTES (00:00) The Take (02:12) Stories Of The Day (04:41) Markets hit record highs again as mainline stocks now take charge. (07:12) NVidia’s illustration on volatility (08:16) Oil prices are worryingly high (10:49) How…

On Episode 325 of The Core Report, financial journalist Govindraj Ethiraj talks to Jay Kothari, senior vice president at DSP Mutual Fund as well as MS Mani, Partner at Deloitte India. SHOW NOTES (00:00) The Take (02:12) Stories Of The Day (03:05) Institutional investors are wading in, sending markets to new highs. Sensex hits 78,000 (04:01) NVidia …

On Episode 324 of The Core Report, financial journalist Govindraj Ethiraj talks to Sudhanshu Mani, a former Indian Railways officer who played a major role in the Vande Bharat Express project. SHOW NOTES (00:00) The Take (03:24) Stories Of The Day (04:12) Stock Markets continue to trade in tight range, await fresh global triggers (06:23) A lithium …

In this conversation, Puja Mehra and economist Amol Agrawal discuss the history and evolution of banking in India, the establishment of princely state banks, their merger into the State Bank of India, the emergence of new banking forms and much more. ABOUT AMOL AGRAWAL Amol Agrawal is a teacher of economics having taught economics at Ahmedabad Univ…

On Episode 323 of The Core Report, financial journalist Govindraj Ethiraj talks to Sehul Bhatt, Director Research of CRISIL Market Intelligence and Analytics as well as Sandeep Jain, President of the Federation of Indian Micro and Small & Medium Enterprises (FISME). SHOW NOTES (00:00) The Take (02:30) Stories Of The Day (03:14) Markets hold on high…

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to CEO of Orb Energy Damian Miller about his experience working in Shell's solar operations, the dramatic cost decline of solar technology since 2006, the story behind Shell Solar’s first branch and installation in North Karnataka, the shift from off-grid to…

On Episode 321 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for FX and Interest Rates at Kotak Securities as well as Kapil Kaul, CEO of CAPA India. SHOW NOTES (00:00) The Take: Indians (04:00) Stories Of The Day (04:41) Markets gain steam again (06:46) Rupee hits an all time low, why that is…

On Episode 320 of The Core Report, financial journalist Govindraj Ethiraj talks to Paras Jasrai, senior analyst at India Ratings & Research (A Fitch Group Company), Prashant Vasisht, Senior Vice President and Co-Group Head, Corporate Ratings, ICRA as well as G Haribabu, president of the National Real Estate Development Council (NAREDCO). SHOW NOTES…

On Episode 319 of The Core Report, financial journalist Govindraj Ethiraj talks to Victor Vanya, director and co-founder of EMA (Energy Market Analytics) Solutions as well as Dr Nilanjan Ghosh, Director at the Observer Research Foundation (ORF) in India SHOW NOTES (00:00) Opening Thoughts (03:37) Stories Of The Day (04:21) Markets capitalisation cr…

On Episode 318 of The Core Report, financial journalist Govindraj Ethiraj takes you through the latest in business news. SHOW NOTES (00:00) Stories Of The Day (02:17) Markets are at record highs but the foundation is likely to stay weak. (04:16) India may lower personal tax rates in categories to boost consumption (06:45) Monsoons are now showing a…

In this conversation, journalist Puja Mehra speaks to economist Nikhil Gupta about the financial situation of households (including weakening income growth, growing debt, and reliance on non-mortgage personal loans), the intricate relationship between the household and corporate sectors, recent trends in savings, investments, and borrowings, and mu…

On Episode 317 of The Core Report, financial journalist Govindraj Ethiraj talks to author and veteran economic journalist, Shankkar Aiyar. SHOW NOTES (00:00) Stories Of The Day (07:24) Fresh bull case for India from Morgan Stanley (10:43) Why Wall Street is feeling nervous (13:22) Hyundai files for mega India IPO, why this is more than just an IPO …

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Rajesh Gupta, Managing Director of Recyclekaro, about the technical processes of extracting precious and toxic metals from electronic waste, the logistics behind e-waste collection, the importance of recycling lithium-ion batteries and much more. ABOUT RA…

On Episode 315 of The Core Report, financial journalist Govindraj Ethiraj talks to senior economist Dr Brinda Jagirdar. SHOW NOTES (00:00) Stories Of The Day (02:07) Markets hit record highs amidst volatile trade, flat run ahead (03:46) Is India pulling away from the global interest rate cutting cycle? (11:32) Nirmala Sitharaman set to be Finance M…

In this conversation, journalist Puja Mehra speaks to economist Amol Agrawal about the history of private banks in India, how the RBI was setup, banking regulation through the years, the beginnings of some of India's most iconic private banks and much more. ABOUT AMOL AGRAWAL Amol Agrawal is a teacher of economics having taught economics at Ahmedab…

On Episode 314 of The Core Report, financial journalist Govindraj Ethiraj takes you through the top business stories of the day. We also feature an excerpt featuring DK Joshi, chief economist at CRISIL, from a recent weekend edition panel discussion on India’s economic agenda. SHOW NOTES (00:00) Stories Of The Day (03:05) Friday sees 1,600 point ju…

This week on The Core Report: Weekend Edition, join financial journalist Govindraj Ethiraj as he dissects the short-term economic challenges and opportunities facing the nation after the 2024 elections, specifically: growth projections with D K Joshi (Chief Economist at CRISIL), the impact of demonetization, GST, and COVID-19 on small businesses wi…

On Episode 312 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as Viktor Vanya, director and co-founder of energy analytics company EMA Solutions. SHOW NOTES (00:00) Stories Of The Day (03:43) Markets regain more ground, set to stabilise further. (12:49) Oil prices edge up after Sa…

On Episode 311 of The Core Report, financial journalist Govindraj Ethiraj talks to Nitin Gupta, senior research analyst at Emkay Global Financial Services, Jigar Pandit, head of commodities at Sharekhan by BNP Paribas as well as Puja Mehra, economic journalist and author. SHOW NOTES (00:00) Stories Of The Day (02:55) The markets jump 3% as the NDA …

On Episode 310 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, managing director of DRChoksey FinServ, Dipen Mehta, founder director at Elixir Equities as well as Viktor Katona, lead crude analyst at Vienna based energy intelligence firm Kpler. SHOW NOTES (00:00) Stories Of The Day (02:36) The stock markets fall c…

On Episode 309 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, head of investment strategy and senior vice president at Geojit Financial Services. SHOW NOTES (00:00) Stories Of The Day (01:57) Markets set to rise in volatile trade on vote counting day (11:56) Oil prices fall further, now below $79 (13:28) How India…

In this conversation, journalist Puja Mehra speaks to economist Rathin Roy about India's economic growth and challenges, the country's economic transformation, the need for inclusive development, the growing disconnect between the masses and the growth process and much more. ABOUT RATHIN ROY Rathin Roy was the Director and CEO of the National Insti…

On Episode 308 of The Core Report, financial journalist Govindraj Ethiraj talks to Mihir Vora, chief investment officer of the recently launched Trust Mutual Fund as well as Vivek Kumar, economist at Mumbai-based QuantEco Research. SHOW NOTES (00:00) Stories Of The Day (01:48) Markets set to open gap up (11:34) Oil prices fall to around $81 a barre…

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to Naveen Ahlawat, the Head of Power to X; Green Hydrogen, Green Steel, Gasification Projects, and CCSU at Jindal Steel & Power Ltd. Naveen Ahlawat oversees the gasification projects, Green Hydrogen initiatives, and the CCSU vertical within the organization.…

On Episode 306 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic journalist and author Shankkar Aiyar as well as Dipti Deshpande, principal economist at Crisil. SHOW NOTES (00:00) Stories Of The Day (01:09) Markets are back to feeling jittery, is talking up the market counter productive? (14:25) FDI into India slo…

On Episode 305 of The Core Report, financial journalist Govindraj Ethiraj talks to Sandip Bansal, associate director and senior portfolio manager, ASK Investment Managers as well as Anumita Roychowdhury, executive director at Centre for Science and Environment, India. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets slide again, three trading …

On Episode 304 of The Core Report, financial journalist Govindraj Ethiraj talks to London-based Arvind Chari, chief investment officer, Q India (UK) Ltd as well as Dr Viranchi Shah, national president of the Indian Drug Manufacturers Association (IDMA). SHOW NOTES (00:00) Stories Of The Day (01:09) Investors are increasing long positions ahead of E…

On Episode 303 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist of rating agency ICRA as well as Ashok Sreenivas, group coordinator at the Prayas (Energy Group). SHOW NOTES (00:00) Stories Of The Day (00:50) Markets swing again with 5 trading sessions to go for election results (01:54) How Japan & Ind…