The Core Report
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Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
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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: demand destruction(02:08) Below average monsoons are projected for India(04:45) Why are workers in Noida protesting?(12:11) A new lens on India-China relationsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 explore the hidden economic forces driving high savings in India including rising healthcare costs, education expenses, real estate prices, and economic uncertainty. We also break down how global conflicts and oil price shocks affect India macroeconomics, inflation, current account deficit, rupee stability, and foreign capital flows. Why global investors are rethinking emerging markets. Why India markets are underperforming. Why global capital now prefers safety over low cost manufacturing. And why India may struggle to fund its current account deficit in the years ahead.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 India.(13:16) Understanding India’s fertiliser supply challenges even as the planting season approaches.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 security.As the kharif season approaches, this conversation examines whether India has enough urea and DAP, how LNG supply disruptions are affecting fertiliser production, and why conflict in West Asia matters for Indian farmers, rural demand, inflation, and policy.The episode also explores fertiliser subsidies, urea vs DAP, monsoon uncertainty, natural farming, ethanol policy, pulses, and India’s long-term agriculture security.If you follow Indian economy, business news, world news, geopolitics, agriculture policy, energy markets, inflation, or supply chains, this episode offers a clear and timely perspective.#IndiaFertiliserSector #Urea #DAP #LNG #IndianEconomy #Agriculture #FoodSecurity #Geopolitics #TheCoreReportFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 EV adoption accelerates, this conversation examines why commercial vehicles consume 70% of India’s fuel, how electrification can reduce oil dependence, and why India’s EV journey will be driven by gig economy mobility, logistics, public transport, and delivery fleets.The episode also explores battery swapping vs fast charging, EV charging infrastructure, financing for gig workers, electric buses and trucks, EV startups, software-defined vehicles, venture capital funding, and India’s opportunity to build world-class EV companies for the Global South.If you follow Indian economy, EV industry, startups, venture capital, mobility, clean energy, geopolitics, oil markets, or the future of transportation, this episode offers a clear and timely perspective.#ElectricVehicles #EVIndia #FutureOfMobility #IndianEconomy #EnergyTransition
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 positive(08:23) Oil producers are seeing windfall gains from high prices already(10:42) How India saw a massive market push in weight loss drugs in the last 10 days of March(18:55) How India’s rapid digital adoption collides with a growing desire for personal groundingFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 expected, lowers GDP forecasts(15:43) India needs more than 50 widebodied aircraft and why jet fuel supplies will take time to return to normal(17:26) An Indian delegation went to China after more than 5 years, first impressionsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 Economics in Pune.SHOW NOTES(00:00) Stories of the Day(00:50) How Indian markets are adjusting to the mixed signals from the US on the war(04:27) Monsoons could be below average this year(14:03) Analysing the RBI’s move to defend the rupee(23:37) The Government has cut duties on petrochemicals and polymer imports. Will it help India’s plastics industry?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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(00:50) Markets rise on Monday morning peace overtures(05:35) Electrification of vehicles is rising in India as March sales hit record(12:43) Why India’s print industry continues to surprise, new findings(18:26) How a higher STT on futures and options affect the industryFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 changed now?(21:50) Guess where rich Chinese are headed nextFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 prices rise as the Government tries to fend off pressure on domestic consumers(04:48) The government said it would not apply its strict tax evasion rules on foreign investments made before April 2017.(06:56) How India’s DARPA-like fund, the ANRF, is gaining momentum(19:30) AI Business Use Cases are Moving from Experimentation to ExecutionFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 Willie Walsh to join Indigo as CEO.(06:55) India real GDP could contract by 1%, says EY.(07:22) Why Indian credit markets are safer and the overall investing landscape.(16:29) 96% of Indian shoppers research online before purchase, while 46% check store inventory before visitingFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 seem to have worked(05:44) Why defaults in the global private credit market should worry us(18:02) What are India’s specific plans and options and whether we will intervene as the West Asia war progressesFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 commercial establishments says Government(11:24) Will the RBI’s latest move to prop up the rupee help?(18:44) The Companies Act, 2013 is set to see several amendments for ease of doing business and governance, what will work? For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 yet a global price setter despite its massive scale.From the impact of the West Asia conflict and the Russia Ukraine war to rising edible oil prices, supply chain disruptions, and fertiliser risks, this conversation explains how global events directly affect India’s commodity markets and food prices.You’ll learn how National Commodity and Derivatives Exchange works, how farmers use mandi price signals and monsoon data to make crop decisions, and why commodities like soybean, guar, turmeric, castor seed, cotton, and pepper are critical to India’s position in global trade.(00:00) Introduction(01:15) Impact of Global Conflict on Agri-Commodity Trading(03:40) NCDX Price Discovery Explained(06:24) Price Discovery: Inside vs Outside System (12:18) Top Commodities on NCDEX(15:50) Other Key Commodities & Seasonal Trends(23:30) NCDX’s focus on weather derivatives(29:45) Commodities Outlook & TrendsWatch till the end to understand how India can move from being a price taker to a price maker in global agri commodities.Subscribe for deep insights on India economy, markets, and business trends.
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 for at least 61 days(04:57) Blackrock says investing has to become active in the post-war era and one-way bull markets are goneFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 mean?(05:38) A month into the war, what has and will be the impact on India’s economy. Breaking it down(17:52) Royal Challengers Bengaluru and Rajasthan Royals to Find New Owners(26:02) OpenAI to dump Sora in a sign of rising AI costs and resourcesFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 into India have dropped sharply. But how are ships presently navigating the Strait and what are the logistics involved?(18:06) Gen Z has got a reality check in the markets. Can it survive the shocks?Register for our event “Who Builds the Future of AI?”https://luma.com/x6oyyjiz For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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 literally fighting to get through a tanker at a time through the Strait of Hormuz(10:36) Should India allow the rupee to float freely and thus depreciate further?(27:35) New Income Tax Rules are here, what do they mean?Register for our event “Who Builds the Future of AI?”https://luma.com/x6oyyjiz For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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.(08:40) India is doing well on renewable energy capacity but there is a problem.(17:42) How Gen Alpha’s cultural codes, aesthetics and language are globally synchronised, but largely invisible to adultsRegister for our event “Who Builds the Future of AI?”https://luma.com/x6oyyjiz For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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