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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 773 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert as well as Uday Ved, Partner – Tax services at KNAV.SHOW NOTES(00:00) Stories of the Day(00:50) Markets fall as fresh tariff jitters hit India(04:15) What lies beneath the choppiness in Indian markets?(16:39) An India-EU deal could be around the corner(17:34) The US targets Iran but it is not clear Venezuela is a win even as oil price rise(20:08) Businesses are looking forward to a host of tax benefits in the upcoming Union Budget(27:29) Immigration raids pick up steam in the UK tooRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 772 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at the Federation of Automobile Dealers Associations (FADA). We also feature an excerpt from our upcoming India Energy Week interview featuring Atanu Mukherjee, President and CEO at Dastur Energy.SHOW NOTES(00:00) Stories of the Day(01:09) Markets rise but on the basis of signals that seem early(03:56) Fresh uncertainty on Wall Street as the Trump administration launches pressure tactics on the US Federal Reserve Chair(07:12) Why global energy markets surprised in 2025(18:10) Will strong auto sales from last month sustain into 2026?(28:05) Can business leaders take investment decisions purely on the basis of political promise?Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 771 of The Core Report, financial journalist Govindraj Ethiraj talks to Lloyd Mathias, Investor and Board Director. We also feature an excerpt from our recent India Energy Week interview with Sandeep Kumar Gupta, Chairman and Managing Director of GAIL (Gas Authority of India Limited).SHOW NOTES(00:00) The Take(05:29) Q3 results unlikely to provide significant market boost(07:58) India’s forex reserves are taking a hit because of the falling rupee(09:07) US oil giants are unsure about stepping up investments in Venezuela as they weigh business and political uncertainty(10:05) How India’s gas distribution network is growing rapidly to catch up with demand(17:22) Indian once active angel investors have moved onto secondary markets and other asset classesRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Why natural gas is becoming India’s most important energy fuel and how GAIL is using AI and gas pipelines to power India’s growth is the focus of this Core Report India Energy Week 2026 Special Episode.Govindraj Ethiraj speaks with Sandeep Kumar Gupta, Chairman & MD, GAIL (India) about how the expansion of India’s gas pipeline network and LNG sourcing is reshaping the country’s energy landscape. From city gas distribution and domestic PNG and CNG adoption to manufacturing, fertilisers, power, and petrochemicals, natural gas is emerging as a critical pillar of India’s economic growth and energy security.The discussion also explores how GAIL is using artificial intelligence across pipeline operations, infrastructure monitoring, and industrial systems to improve efficiency, reliability, and long-term returns. It looks at AI in energy management, the realities of global LNG markets, and how geopolitical shifts are influencing India’s energy strategy.As India moves toward cleaner energy and net zero goals, this episode explains why natural gas remains central to the transition and how large-scale infrastructure, technology, and disciplined investment are shaping the future of India’s energy sector.For India-based professionals interested in business news, energy markets, infrastructure, technology, and economic strategy, this conversation offers clear insights into one of the most important transformations underway.#NaturalGasIndia #GAILIndia #IndiaEnergy #EnergyInfrastructure #BusinessNewsIndia #IndiaEnergyWeek2026 #TheCoreReport #TheCoreRegister for India Energy Week 2026: https://www.indiaenergyweek.com/forms/register-as-a-delegate
On Episode 769 of The Core Report, financial journalist Govindraj Ethiraj talks to Sushil Choksey, Director, Indus Equity Advisors. We also feature an excerpt from our recent India Energy Week interview with Arvinder Singh Sahney, Chairman of IOCL.SHOW NOTES(00:00) Stories of the Day(00:50) Markets take a beating on 500% tariff threat(04:13) Inflation could come in around 1.5% for the last month(05:09) How Indian Oil is targeting higher value realisations from retail outlets(13:55) Why are Reliance share prices falling?(23:25) FeedbackRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 768 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, Founder and Chief Executive Officer at Vanda Insights as well as Gulam Zia, Senior Executive Director, Research Advisory, Infrastructure And Valuation at Knight Frank.SHOW NOTES(00:00) Stories of the Day(01:09) Geopolitical tensions are in full sway over Indian markets(03:31) Rupee rises above Rs 90 to the dollar, at Rs 89.88(03:55) India’s advance GDP estimates reinforce the resilience theme(06:25) How America’s move to bring home Venezuelan oil will affect global markets(16:50) India’s residential market slowed in 2025 but commercial real estate set new records and 2026 outlookRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Indian Oil is turning fuel pumps into energy hubs and it signals a fundamental shift in how India will power mobility and growth. In The Core Report India Energy Week 2026 Special Edition, Govindraj Ethiraj speaks with Arvinder Singh Sahney, Chairman, IOCL about why petrol pumps are becoming multi energy stations with EV charging, CNG, battery swapping, renewables, and future fuels.This episode explores Indian Oil’s rapid expansion across 40,000 plus retail outlets, 20,000 km of pipelines, and record volumes crossing 100 million tonnes. It explains why demand for petrol, diesel, aviation fuel, gas, and petrochemicals continues to grow even as electric vehicles scale up. The discussion also unpacks the real economics of EV charging and why Indian Oil is focused on owning more of the value chain through renewable power, batteries, and critical minerals processing including urban mining from e waste.You will hear how refineries of the future are being reshaped around petrochemicals at hubs like Panipat and Paradip, and what this means for India’s industrial and export ambitions. The conversation looks ahead to India Energy Week 2026, covering green hydrogen for mobility, sustainable aviation fuel India, ethanol blending, flex fuel research, compressed biogas CBG, and R and D efforts to indigenise energy technologies.If you track India economy, business news, energy transition, oil and gas, electric vehicles, and clean energy, this conversation offers a grounded view of what is changing and why it matters now.Listen till the end to understand how India’s largest oil company is preparing for a future where energy security, sustainability, and scale must move together.#IndiaEnergyWeek2026 #EnergyTransition #IndianOil #FutureOfEnergy #EVIndia #TheCoreReport #TheCoreRegister for India Energy Week 2026: https://www.indiaenergyweek.com/forms/register-as-a-delegate
On Episode 767 of The Core Report, financial journalist Govindraj Ethiraj talks to Dinshaw Irani, Managing Director and CEO at Helios Capital as well as Dr Sanjaya Baru, the author of the book Secession of the Successful: The Flight Out of New India.SHOW NOTES(00:00) Stories of the Day(01:00) Global markets including Asia are zooming ahead even as India lags(05:45) Reliance stock takes a knock amidst confusion and hasty denials over its oil imports(08:06) Oil prices edge up but largely steady(10:11) Long term investing themes for 2026, what could grow and what will not?(20:50) Indians are not much wanted globally, whether as workers or students. What could this mean globally?(31:40) EV sales are slowing down world overRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 766 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-founder and Chief Global Strategist at PACE 360 as well as Anindya Banerjee, Head – Currency and Commodity Research, Kotak Securities.SHOW NOTES(00:00) Stories of the Day(01:00) The Markets May Be Near Their Highs But Why They Are Not Really Going Anywhere(04:32) What Venezuela Could Mean Not Just To Oil But Metal Prices As A Whole?(05:32) Gold Prices Continue To Rise But Can The Rally Sustain?(12:21) Oil Prices Are Soft But Stocks Of Us Oil Giants Are Shooting Up(22:26) Global Capability Centres (GCCs) Accounted For 39% Of Overall Office Space Take-Up In Last Quarter, Says ReportRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 765 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre. We also feature an excerpt from our recent Energy Special featuring Vartika Shukla, Chairman and Managing Director at Engineers India Limited (EIL).SHOW NOTES(00:00) The Take(05:19) Will third quarter results power markets further?(08:52) Why Venezuela is unlikely to affect oil prices for now(10:19) India’s car sales on strong wicket(11:57) Will the US-India trade agreement be back on the front burner?(20:04) Engineers India diversity of consulting work offers insights into the new energy mix globally(29:04) A car company that Elon Musk laughed at has beaten himRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
India’s energy transition is entering a decisive phase. In this India Energy Week 2026 Energy Special episode of The Core Report, we explore how solar cookers and modular nuclear reactors reflect the scale and ambition of the engineers transforming India’s energy future. Financial Journalist Govindraj Ethiraj speaks with Vartika Shukla, Chairman & MD, Engineers India Limited (EIL), on what it really takes to design, build, and execute the next generation of energy infrastructure.The conversation moves from cutting the cost and weight of solar cookers for Indian households to India’s readiness for small modular nuclear reactors, a critical piece of reliable and low-carbon power. We also unpack record-breaking work in clean energy and biofuels, including India’s bamboo-based 2G ethanol refinery, the push toward sustainable aviation fuel, and why rising data center power demand is reshaping energy planning across the country.This special episode, recorded around India Energy Week 2026, offers rare insight into how engineering, policy, capital, and execution come together in real projects, from mega installations in Nigeria to advanced energy investments at home. It is a must-watch for professionals interested in India’s economy, energy security, manufacturing, and the future of infrastructure.Topics discussed in this episode:a) Solar cookers and demand-side solutions for energy affordabilityb) Modular nuclear reactors and the future of nuclear power in Indiac) Bamboo-based 2G ethanol and advanced biofuel technologiesd) Sustainable aviation fuel and ethanol blending beyond road transporte) Data centers, AI, and India’s next surge in electricity demandf) Lessons from executing large energy projects in India and overseasSubscribe to The Core Report for in-depth conversations on business, policy, technology, and the forces shaping India’s growth.#TheCoreReport #IndiaEnergyWeek2026 #IndiaEnergy #EnergyTransition #BusinessNews #TheCoreRegister for India Energy Week 2026: https://www.indiaenergyweek.com/forms/register-as-a-delegate
In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj is in conversation with Gurcharan Das, author and commentator, on whether 2026 could become India’s biggest reform moment since 1991 and if the country can finally cut red tape, boost manufacturing, and create jobs at scale.As US tariffs and global trade shifts reset supply chains, India has responded with steps like GST reform, labour codes, easing non tariff barriers, and changes to quality control orders. But the deeper question remains. Why did India grow strongly after the 1991 economic reforms, lift millions out of poverty, and still struggle to create enough factory jobs, exports, and global manufacturing leaders?The conversation explores how overregulation, protectionism, and policy bottlenecks weakened competitiveness, and why deregulation and business friendly reforms could unlock investment, exports, and mass employment. Gurcharan Das also explains what India can learn from the iPhone manufacturing shift, the role of exports in driving prosperity, and how 2026 could shape India’s long term growth story.If you follow the India economy, economic reforms, business and world news, manufacturing, exports, global trade, tariffs, investment, and job creation, this episode offers context, clarity, and perspective on what may lie ahead.Like, share, and subscribe to The Core Report for in depth conversations on India’s economy, policy, markets, and global trends.#IndiaEconomy #EconomicReforms #Manufacturing #Jobs #GlobalTrade #TheCore #TheCoreReport
Will We Say Goodbye to OTPs in 2026? As India enters the next authentication era, this episode of The Core Report explores whether one-time passwords are finally reaching the end of the road and what could replace them in banking, payments, and everyday digital life.In this special edition, Govindraj Ethiraj speaks with Pramod Varma, Co-Founder & Chief Architect, Networks For Humanity (NFH), Co-Creator, FINTERNET & BECKN Protocol, architect behind Aadhaar, UPI, DigiLocker, eSign, Account Aggregator, and ONDC, to unpack how India’s digital public infrastructure is quietly moving beyond OTPs. From face authentication and biometrics to smartphone-based security, layered KYC, and verifiable credentials, this conversation explains why the current system feels broken and what a smarter, more inclusive model could look like by 2026.As digital scams rise and compliance burdens grow, are OTPs still the safest option or have they become a bottleneck? Why do banks still rely on paper, repeated KYC, and friction-heavy verification when India already has the technology to go fully digital? And could Aadhaar-based face authentication and app-driven cryptographic security offer a future that is both safer and easier for consumers and businesses?This episode breaks down the future of authentication in India, the shift away from OTP-based security, and what it means for financial services, digital identity, KYC reform, and ease of doing business. Essential viewing for professionals tracking fintech, policy, digital transformation, and India’s evolving digital economy.Subscribe to The Core Report for conversations shaping India’s business, policy, and digital economy.#OTPs #DigitalIndia #Authentication #Fintech #TheCoreReport #TheCore
Growth Up Inflation Down. How India Defied Economic Logic? That question shapes this Core Report Special Edition with Govindraj Ethiraj, as India closes out 2025 with stronger GDP growth even as inflation cooled sharply.Govindraj Ethiraj speaks with DK Joshi, Chief Economist at CRISIL Ratings, on the biggest macro surprises of 2025 and what India should watch in 2026. They break down why GDP growth was revised up, why inflation fell when it usually rises, and how low nominal growth can quietly impact tax collections and corporate earnings.You will also hear what powered India’s resilience. Normal monsoon and softer oil prices, strong bank and corporate balance sheets, RBI rate cuts and liquidity support, income tax relief, GST cuts, and state level direct benefit transfers that boosted consumption.The episode also connects India to the global story. US AI investment boom, trade tensions and tariffs, capital outflows, rupee depreciation, and why markets can stay volatile even when the macro picture looks solid.Key topics include India GDP growth 2025, CPI inflation, food inflation, deflation signals, RBI repo rate, monetary policy transmission, forex reserves, current account deficit, services exports, GCC expansion, data centre investment, private capex, and what to expect from Budget 2026 and fiscal policy.If you work in finance, consulting, business, startups, or strategy, this is a clear guide to what these macro shifts mean for demand, hiring, and investing in 2026.Stay with The Core Report for calm, data driven conversations on India’s economy that help you think clearer in uncertain times.#IndiaEconomy #Inflation #GDP #RBI #TheCoreReport #TheCore
How India Is De-Risking Oil Exploration One Well At A Time is the focus of this in-depth conversation on The Core Report with Govindraj Ethiraj. As India looks to secure its energy future, this episode explores how ONGC is changing the way it approaches oil exploration, reducing risk one well at a time while navigating geopolitics, technology shifts, and rising energy demand.In this discussion, Financial Journalist Govindraj Ethiraj speaks with Arun Kumar Singh, Chairman & CEO, ONGC, about how India is de-risking oil exploration through deep water and ultra-deep water drilling, global collaboration, and advanced digital and AI-driven seismic analysis. The conversation explains why India’s biggest oil discoveries, if they come, are likely offshore and why patience, data, and repeated drilling matter more than quick wins.We look at how oil exploration economics have changed, why a single ultra-deep water well can cost many times more than traditional drilling, and how India is balancing risk, cost, and technology to improve success rates. The episode also unpacks how global oil markets, crude prices, geopolitics, and deglobalisation are shaping India’s energy strategy and why domestic exploration has become even more critical.This episode of The Core Report also dives into India’s broader energy transition, including renewables, solar power, energy storage, and why oil and gas will continue to play a central role in India’s growth story for decades. From AI in drilling decisions to building global capability centres and attracting young engineering talent, this is a rare inside look at how India is de-risking oil exploration one well at a time.If you follow business news, world news, energy policy, or the future of India’s economy, this conversation offers clarity on how oil exploration, technology, and energy security intersect at a crucial moment.Subscribe for more deep-dive conversations on business, energy, markets, and policyShare this episode with anyone tracking India’s energy futureComment with your view on how India should balance oil exploration and renewables#OilExploration #IndiaEnergy #ONGC #EnergySecurity #TheCoreReportRegister for India Energy Week 2026: https://www.indiaenergyweek.com/forms/register-as-a-delegate
On Episode 759 of The Core Report, financial journalist Govindraj Ethiraj talks to Saurav Ghosh, co-founder of Jiraaf as well as Amit Prothi, Director General at the CDRI.SHOW NOTES(00:00) Stories of the Day(01:48) Markets have thinned out now as traders take a break(05:10) Copper joins the party, hits all time highs along with gold and silver(07:05) How the dollar is heading for its weakest annual performance in eight years(08:27) Why investing in disaster resilience is critical to economic growth(23:55) The big trends from retail bond markets in 2025 for 2026Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 758 of The Core Report, financial journalist Govindraj Ethiraj talks to Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP as well as Parizad Sirwalla, Partner and National Head – Tax, Global Mobility Services, KPMG in India.SHOW NOTES(00:00) Stories of the Day(01:09) The markets are up as FIIs step in for some late or early buying(11:28) Why an appreciating Thai Baht should concern us all(13:16) The surprise market that beat Wall Street in 2025(14:10) Geopolitical tensions drive up oil and gold prices(17:09) India-New Zealand sign third FTA for India this yearRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 757 of The Core Report, financial journalist Govindraj Ethiraj talks to Ranjit Rath, Chairman & Managing Director, Oil India Limited (in an excerpt from our recent Energy Special) as well as Shankkar Aiyar, veteran economic journalist, columnist and author.SHOW NOTES(00:00) The Take(05:38) Financial stocks are doing well in a sign that markets will do well(08:13) India joins the race for critical minerals with oil giants leading it(19:48) India opens up visas for Chinese even as the US launches unexpected crackdown on H1B workers(21:02) MNREGA, a dole in many ways, is now VB-G-RAM-G, what does it mean for workers in specific and the economy in generalRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
How an Indian oil giant is leading the critical minerals race is now central to India’s energy security and industrial future. In this Core Report Energy Special 2026, Financial Journalist Govindraj Ethiraj speaks with Ranjit Rath, Chairman & Managing Director, Oil India Limited on why critical minerals like graphite, vanadium, potash, and rare earths are becoming strategic for India and how Oil India is positioning itself in the global critical minerals race ahead of India Energy Week 2026.This conversation explains how Oil India is expanding beyond oil and gas into critical minerals exploration under the National Critical Mineral Mission, including domestic blocks in Arunachal Pradesh and Rajasthan and overseas partnerships across Australia, Latin America, and Africa. We also discuss why processing capacity matters as much as mining, how global supply chains are shifting, and what India must do to reduce import dependence in the EV, defence, fertiliser, and technology sectors.The episode also covers deep water and ultra deep water oil and gas exploration, new seismic imaging, AI and data driven exploration, and the reported natural gas occurrence in Andaman and Nicobar. You will hear updates on the Numaligarh Refinery expansion, major pipeline infrastructure, petrochemicals, and how Oil India is preparing to engage global partners and technology leaders at India Energy Week 2026.If you follow business news, energy markets, geopolitics, manufacturing, or supply chain strategy, this Core Report Energy Special 2026 connects critical minerals, oil and gas, and India’s long term energy transition in one conversation.In this episode1. Why critical minerals are vital for India’s energy security and industrial policy2. Graphite and vanadium exploration in Arunachal Pradesh and what vanadium is used for3. Potash mining in Rajasthan and its impact on fertiliser imports4. Rare earths, processing technology, and China’s dominance in supply chains5. Overseas critical minerals strategy with KABIL6. Deep water drilling, seismic re imaging, and AI in exploration7. Numaligarh Refinery expansion, pipelines, and downstream petrochemicals8. What Oil India plans to showcase at India Energy Week 2026Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateIf this conversation helped you understand how India is approaching the critical minerals race and energy security, like the video, subscribe to The Core Report, and share it with someone working in energy, consulting, manufacturing, finance, or policy. These discussions shape how India competes in the next decade.#criticalminerals #energysecurity #indiaenergyweek2026 #oilindia #thecorereport #thecore
On Episode 755 of The Core Report, financial journalist Govindraj Ethiraj talks to Manas Majumdar Partner and Leader Oil & Gas, Fuels & Resources, PwC India.SHOW NOTES(01:00) Shares drift down the fourth consecutive session(02:45) Rising apprehension over Oracle’s finances, a key player in the AI infra game(04:27) Sebi would like more women to invest in debt(05:06) 2026 is a busy year for Indian energy as more refineries go on stream, a demand outlook(15:45) India strengthens India’s economic and geopolitical presence at the mouth of the Gulf with Oman FTA(18:13) Let that sink in: The Indian telecom industry saw overall overall subscriber base reaching 1.2 billion by NovemberRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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