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On Episode 702 of The Core Report, financial journalist Govindraj Ethiraj talks to Nachiket Mor, Former banker and Visiting Scientist at Banyan Academy of Leadership in Mental Health.SHOW NOTES(00:00) Stories of the Day(01:00) Are IPO listings becoming more muted?(03:39) Silver sees historic short squeeze in London as gold prices continue to rise(05:23) Inflation down to 8 year low of 1.54%(07:15) Global airlines are facing an additional $11 billion in costs because of challenges in aerospace supply chains and how that is affecting airlines and thus travel(09:22) World Mental Health Day was last week. Why mental health and stress need to be tackled separatelyFollow us on: Twitter | Instagram | Linkedin | Youtube
On Episode 701 of The Core Report, financial journalist Govindraj Ethiraj talks to Satish Dondapati, Fund Manager - ETF at Kotak Asset Management Company Ltd as well as Nikhil Varma, Technical Lead, India at Algorand.SHOW NOTES(00:00) Stories of the Day(01:00) Trump reminds everyone he is still a market mover(08:08) Fresh signs of overheating in IPO market as franchise owner of bankrupt company’s brand lists at discount(09:12) LG Electronics to list after garnering record Rs 440,000 crore for Rs 11,600 crore offer(10:27) How a gap between international and domestic silver prices caused a mutual fund to shut its silver ETF(20:09) Digital advertisers have to change their strategy with new privacy rules that protect you, decoding the impactAlgorand Summit: https://algobharat.in/road2impact2025/Follow us on: Twitter | Instagram | Linkedin | Youtube
In this Episode Of The Core Report Weekend Edition, Govindraj Ethiraj In Conversation With John Pearson, Global CEO, DHL Express.India’s big manufacturing moment feels real. Global supply chains are shifting. DHL is watching demand move from China to Vietnam, from Asia to the Middle East, and into ASEAN. Hear how exporters can protect margins, win new customers, and ride the next wave in electronics, AI hardware, EVs, renewables, and healthcare.What you will get• The playbook DHL gives clients to navigate tariffs, de minimis, bonded warehouses, and duty drawback• Why India can capture the China plus one shift and where the near term wins are• How DHL reallocates aircraft and capacity as trade lanes flip• Where laptops, textiles, and lifestyle goods are flowing now and what that means for Indian exporters• How AI and data centers change logistics and customer service• What peak season means for costs, capacity, and delivery timesWhy this matters now• New FTAs and corridors are opening markets for Indian manufacturers• Cross border e commerce keeps growing despite paperwork and duties• Capacity tightens before year end and smart planning pays offChapters:00:00 Introduction 2.30 India & the US – A Trade Snapshot4:45 Tariff shock and creative export strategies19.00 How organizations adapt to unexpected disruptions23:00 Middle East and ASEAN demand29.40- India’s Manufacturing Ambitions: Challenges & Opportunities32:52 Data centers, AI, EVs, renewables35.30- Christmas Commerce: Trends & InsightsThe Core & The Core Report is ad supported & FREE for all readers & listeners. Write in to shiva@thecore.in for sponsorships & brand studio requirements.For more of our coverage check out thecore.in (https://www.thecore.in/)Support the Core Report (https://tinyurl.com/Support-the-Core-Report)Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)
On Episode 699 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President at Pharmarack as well as Deepak Maheshwari, Senior Policy Advisor at the Centre for Social and Economic Progress (CSEP).SHOW NOTES(00:00) Stories of the Day(01:00) Global markets continue to stay strong(02:41) Falling food prices are putting downward pressure on inflation(05:12) How economic growth in Asia projected to come in stronger(06:09) You would never guess which drug has made it No 2 in India’s drug brands(11:09) Why clean energy stocks are actually outperforming equities and even gold(12:47) We have just marked the 140th anniversary of the Indian Telegraph Act, 1885 (23:43) Feedback SectionFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 698 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head, Research, Currency and Commodity, Kotak Securities as well as Sidharath Kapur, Founder and Board Member at Refex Airports and Transportation.SHOW NOTES(00:00) Stories of the Day(00:41) Why investors are worrying over rising gold prices(04:33) Markets stand by for earnings signals(13:00) UK says no work visas(14:38) How Mumbai’s new airport could change traffic patternshttps://algobharat.in/road2impact2025/Follow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 697 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, Founder & Chief Executive Officer at Vanda Insights as well as Sachin Shah, Executive Director & Fund Manager at Emkay Investment Managers Ltd.SHOW NOTES(00:00) The Take(05:38) Why are the markets rising right now?(06:13) Gold hits fresh records even as futures are pointing higher(07:47) Decoding the outlook for the latest earnings season and expectations(16:10) Why is everyone suddenly talking about a glut in the oil market?(24:58) Prices of potatoes, onions and tomatoes fall sharply, bringing down the cost of a thalihttps://algobharat.in/road2impact2025/Follow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 696 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajat Maheshwari, chairman of the Singapore Chapter of the Global Anti-Scam Alliance (GASA) and Senior Vice President, Strategic Growth, Asia Pacific at Mastercard.SHOW NOTES(00:00) Stories of the Day(01:09) You can bet on hundreds of stocks or just on gold(02:31) The financial system is reporting higher lending(03:21) AI mania continues as AMD stock prices jump 25% after signing a deal with OpenAI for GPUs(04:25) Why there is a global shortage of the gas turbines(06:15) Eli Lilly to invest $1 billion in India for local manufacturing too(08:55) How did online scams become a trillion dollar industry so fast?https://algobharat.in/road2impact2025/Follow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 695 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Dayal, founder at Quantum Advisors as well as Vinit Bolinjkar, Head of Research at Ventura Securities Ltd.SHOW NOTES(00:00) The Take(06:26) Markets brace for a $5 billion IPO rush even as regulators smoothen the path(09:40) Domestic institutional buying is moderating(16:44) Gold prices hit fresh highs(17:13) Oil prices are falling as fears of a glut rise(18:20) A changed tax rule for NRIs is keeping more of them out and causing a revenue loss to the countryhttps://algobharat.in/road2impact2025/Follow us on:Twitter | Instagram | Linkedin | Youtube
In this episode, Govindraj explores how digital commerce is transforming consumption, jobs, investment, and exports in India. With over 250 million online shoppers today — and a projected 425 million by 2027 — ecommerce isn’t just a side story; it’s a growth engine ready to be unlocked.Our guest, R. Chandrasekhar, Chairperson of the Centre for the Digital Future and former IT & Telecom Secretary, shares insights from a new report on the economic impact of e-commerce and what it will take to scale it.Key topics we cover:Can e-commerce boost consumption amid slowing spending?Why India lags at 8% online retail vs. China (27%) and the US (22%)The $200 billion export opportunity by 2030How e-commerce supports 14 million digital workers, including gig jobsHow every traditional retail job replaced creates 2.5 new jobs in e-commerceThe role of GST reform in lowering costs and improving accessWhat’s blocking rural ecommerce adoption and how policy can helpFixing regulations, FDI rules, compliance, credit access, logistics, and cold chainsWhy data and labor market insights are critical todayWhether you follow business, tech, capital flows, or jobs, this conversation offers clarity and context on India’s digital economy.Watch, share, and tell us: Is e-commerce India’s next economic multiplier?Stay with us for sharp insights, expert analysis, and clear answers on where India and the world are heading in the global oil game.Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)Follow Us on Social Media for More Updates:Twitter (https://twitter.com/the_core_in)Instagram (https://www.instagram.com/the.core.in/)Facebook (https://www.facebook.com/thecore.biz/)Linkedin (https://www.linkedin.com/company/thecore-in)Youtube (https://www.youtube.com/@thecore_in)
On Episode 693 of The Core Report, financial journalist Govindraj Ethiraj talks to Chakri Lokapriya, Chief Investment Officer at LGT Wealth Management as well as Dr. Nikhil Varma, Technical Lead, India at Algorand..SHOW NOTES(00:00) Stories of the Day(00:50) Markets stage a rebound(15:48) The Reserve Bank brings the banking system closer to the capital markets(16:57) The role of decentralised finance in supply chainshttps://algobharat.in/road2impact2025/Follow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 692 of The Core Report, financial journalist Govindraj Ethiraj talks to Nandivardhan Jain, CEO at Noesis Capital Advisors.SHOW NOTES(00:00) Stories of the Day(01:29) Foreign investors are dumping stocks like no tomorrow(06:23) Why gold and silver imports are rising despite high prices(09:14) India signs a trade agreement with four European nations including Switzerland and Norway.(10:16) India’s economy needs to expand at an extraordinary 12.2% pace each year to solve its underemployment crisis, Morgan stanley has said(12:14) Why hotels are springing up near airports across India(23:13) Air Travel and Cargo Demand Show Robust Growth, IATA Reports, even as jet fuel prices continue to fallhttps://www.investing-referral.com/aff303Follow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 691 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Jain, Partner at Economic Laws Practice. We also feature an excerpt from our recent weekend edition featuring energy expert Dr Anas Al Hajji.SHOW NOTES(00:00) Stories of the Day(00:50) Why Indian markets are still under pressure(02:23) Why global investors are returning to China (04:50) Gold, silver hit fresh record highs, what’s next?(06:21) Lower GST rates will hit sales numbers of consumer product companies even as HUL warns of turbulence in the next few monthshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 690 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Ranade, former Group Exec President & Chief Economist at Aditya Birla Group and now Senior Fellow, Pune International Centre.SHOW NOTES(00:00) The Take(06:17) Markets see steepest fall in six months(08:27) BRICS backed bank may issue rupee denominated bonds in the domestic market by next year(10:23) How can we really upgrade India’s judicial system(22:42) Accenture to lay off staff who can’t reskill on AIhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
India’s oil future is being shaped by global power moves and hidden agendas. What does this mean for the Indian economy and global energy security.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj will be in conversation with energy expert Dr Anas Al Hajji to uncover the real story behind India’s dependence on Russian oil, US tariffs on imports, and the role of OPEC, China, and Europe.Why is the International Energy Agency often wrong in its forecasts. How are India’s refineries preparing for shifting crude supplies. Could China’s oil storage strategy reshape global prices. And what really determines whether sanctions on Russia work or fail.We explore the truth about oil demand growth, future energy prices, and the geopolitical tensions driving markets. From India’s energy security to US China trade wars, from Russia’s oil exports to Canada’s pipelines, this is a deep dive into the forces that will shape oil and energy markets through 2026.If you want to understand the next surge in oil demand, the risks for India’s economy, and the opportunities for business leaders, this conversation is a must watch.Stay with us for sharp insights, expert analysis, and clear answers on where India and the world are heading in the global oil game.Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)Follow Us on Social Media for More Updates:Twitter (https://twitter.com/the_core_in)Instagram (https://www.instagram.com/the.core.in/)Facebook (https://www.facebook.com/thecore.biz/)Linkedin (https://www.linkedin.com/company/thecore-in)Youtube (https://www.youtube.com/@thecore_in)
On Episode 688 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddharth Vora, Head of Quant and Fund Manager at PL Asset Management. We also feature an excerpt from our series Manthan by Sahamati.SHOW NOTES(00:00) Stories of the Day(01:00) Why the H1B visa issue has hit the markets more than the 50% tariffs(02:53) Even as the world waits for singularity, Wall Street is concerned about circularity!(04:28) A once in a few decades IPO boom this month will strain liquidity(06:01) China is reaching out to more countries to keep their gold safely(23:38) An interesting Govt-led initiative to unify all your insurance needshttps://www.investing-referral.com/aff303Follow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 687 of The Core Report, financial journalist Govindraj Ethiraj talks to Poorva Chothani, Founder and Managing Partner - U.S. and Indian Immigration Law at LawQuest as well as Deepak Ballani, Director General at Indian Sugar Bio-energy Manufacturers Association (ISMA).SHOW NOTES(00:00) The Take(06:07) Why is HSBC overweight on India?(09:33) Indian refiners are boosting oil and gas exports to highest levels in recent years(10:49) In all the ethanol blending controversy, we forgot to ask, how are the producers of ethanol doing?(21:16) How grim is the global visa situation for Indian students and professionals?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 686 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as Ajay Kedia, Director at Kedia Advisory.SHOW NOTES(00:00) Stories of the Day(00:50) Why markets are directionless again(08:20) Silver has already risen 50% this year and why it could go further?(14:12) Automakers are reporting big sales numbers on first day of new prices(16:20) Why a look at India’s remittance economy is important in the context of the new H1B ruleshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 685 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Expert, Dhairyashil Patil as well as President at the All India Consumer Products Distributors Federation (AICPDF). We all feature an excerpt from our series ‘Eye on Retail’.SHOW NOTES(00:00) Stories of the Day(01:00) Markets mostly fend off H-1B shock, IT stocks have mixed response(02:24) Gold hits fresh high, will dampen festive season purchases further(17:10) New GST rates kick off, FMCG majors absorb losses, traders expect a big boost(24:24) Two Thirds of Gen Z consumers say that they look for social media for product discovery Our new series Eye on Retail focussing on India’s ecommerce growth storyEye on Retail - Episode 1: Quick Commerce
India is now the world’s number two online shopping nation with over 270 million digital shoppers and a $60 billion e-commerce market that is only getting started. But what makes India’s digital retail story unique, and how will it reshape global business?We’re kicking off a brand-new series, Eye on Retail, supported by Flipkart, with a power-packed conversation featuring Manan Bhasin (Bain & Company) and Sangeeta Gupta (NASSCOM). Discover how: a) Quick commerce and fashion are redefining shopping habits across India b) Tier 2 and tier 3 cities are driving unexpected retail growth c) Consumer trust, regulation, and AI-driven tools will shape the next phase of digital retail Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 684 of The Core Report, financial journalist Govindraj Ethiraj talks to S. Ramesh, former chairman of the Central Board of Indirect Taxes and Customs, Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP as well as Nikhil Varma, Technical Lead, India at Algorand.SHOW NOTES(00:00) The Take(04:12) Markets will brace for IT stock hit(07:56) The prime minister welcomes a new GST regime, have concerns of business been addressed(19:42) Is the organic food that you are buying really organic?(28:21) How much do IT companies really depend on H1B visas?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube