Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
On Episode 880 of The Core Report, financial journalist Govindraj Ethiraj talks to Pratik Gupta, CEO and Co-Head, Institutional Equities at Kotak Securities Ltd.SHOW NOTES(00:00) Stories of the Day(01:00) Why markets are bracing for RBI moves on depreciating rupee(03:01) Why oil markets could enter the red zone very soon(07:18) Fuel price hikes are necessary but not sufficient(24:11) The global palm oil market is in turmoil with Indonesia exerting state control over prices.(24:54) Nvidia reports $58 billion net income on $81 billion sales, up over 85% in last quarter.Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 879 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhishek Bisen, Head- Fixed Income at Kotak Mahindra AMC as well as Yashwant Deshmukh, Founder-Director of C-Voter.SHOW NOTES(00:00) Stories of the Day(00:50) Could there be curbs on dollar outflows?(06:01) The markets look up as the rupee hits fresh low(06:56) US Treasury yields are in the danger zone, what the India impact could be?(14:04) A leading economist says the Government is winning elections but losing the economy. A deep dive.Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 878 of The Core Report, financial journalist Govindraj Ethiraj talks to Raian N. Karanjawala, Managing Partner at Karanjawala & Company as well as Sahil Kapoor, Head of Products and Market Strategist at DSP Mutual Fund.SHOW NOTES(00:00) Stories of the Day(00:50) Markets struggle to hold ground against a falling rupee(03:10) Microsoft to roll out largest data center in India(04:41) Trump administration dismisses criminal fraud charges against Gautam Adani following a settlement, assessing the legal implications(17:58) The charts are showing early signals, says a new DSP MF report. And why large caps make senseCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 877 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashant Vashisht, Senior Vice President and Co-Group Head at ICRA as well as Shantanu Sahai, Executive Director & Head - Private Credit at ASK Asset & Wealth Management Group.SHOW NOTES(00:00) Stories of the Day(00:50) Markets steady as rupee falls again(05:05) The GCC flow continues as big brands expand in India(05:55) Where could petrol and diesel prices in India go and what are the driving factors?(13:26) Large private credit funds are being launched and what that says about market demand for alternatives(27:06) You will never guess what Ajinomoto is being used forCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 876 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, aviation and regulatory expert as well as Chitra Rentala, Partner at Trilegal.SHOW NOTES(00:00) The Take(04:31) Markets continue to grapple with oil price, rupee pressures(07:54) Indian airlines are cutting back capacity, what does that mean for passengers and airlines(16:26) A bribery charge against HDFC Bank's CEO is quashed, decoding the defense with the bank's lawyersCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
As the West Asia crisis pushes up oil prices and adds pressure on the rupee, India faces a crucial question. How should the government, RBI, businesses and investors respond to a fast-changing global economy?In this episode of The Core Report Special Edition, Dr Rakesh Mohan, President Emeritus and Distinguished Fellow, Centre for Social and Economic Progress joins Financial Journalist Govindraj Ethiraj to break down the impact of rising energy prices, crude oil imports, fertiliser costs, foreign investment flows, FDI, FPI and the depreciating rupee. He explains why India's challenge is not just the current oil shock, but also deeper issues around private sector investment, manufacturing competitiveness, exports, R&D, infrastructure and the real exchange rate.The conversation also explores why India may need a sharper strategy on China, trade, RCEP, CPTPP and labour-intensive manufacturing. Dr. Mohan discusses highways, rail freight, ports, airports, telecom, power, renewables and why dedicated freight corridors could play a major role in India's next phase of growth.For India-based professionals, investors, consultants, business leaders and policy watchers, this podcast offers a clear and timely view of India's economy, rupee pressure, oil prices, global uncertainty and the policy choices that could shape India's future.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
The Insurance Gap Putting Indian Families At Financial Risk is a timely conversation with Financial Journalist Govindraj Ethiraj and Asit Rath, MD and CEO of Aviva India, on why life insurance in India remains misunderstood even as families face rising medical costs, retirement uncertainty, and long-term financial risk.In this episode of The Core Report Weekend Edition, Asit Rath explains why many Indians are still underinsured, why term insurance and protection cover are harder to sell than health insurance, and why the real challenge is not claim settlement but trust, awareness, and the way insurance is explained.The conversation covers life insurance in India, ULIPs, retirement planning, medical inflation, critical illness cover, AI in insurance, digital underwriting, claim settlement, and the growing protection gap among Indian families, salaried professionals, business owners, and young earners.How much life cover is enough for a family?Why do many Indians rely mainly on employer insurance?Are ULIPs still useful for long-term wealth creation?Why is medical inflation making protection planning more urgent?Can AI and digital insurance platforms make the industry more transparent?Asit Rath also explains why insurance should be seen as a social industry, how better distribution and consultative selling can reduce mis-selling, and why retirement planning may become one of India's biggest financial challenges in the coming decade.Tune in for a insights on all types of insurance and the future of India's insurance industry.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 873 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, Chairman of the Asian Palm Oil Alliance as well as Indrani Bagchi, CEO at Ananta Aspen Centre.SHOW NOTES(00:00) Stories of the Day(00:50) Markets rise on China-US talks as a sign of possible peace in West Asia(03:19) India's Whole Sale Price Inflation jumps sharply(06:43) Can India reduce its dependence on cooking/vegetable oil?(13:46) What will a ban on sugar exports mean?(17:23) Viewing the China-US talks in Beijing right now through an Indian lensCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 872 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Strategist at Quantum Advisors as well as Ramesh Subramaniam, Global Director - Programmes and Strategy at the Coalition for Disaster Resilient Infrastructure (CDRI).SHOW NOTES(00:00) Stories of the Day(01:00) Markets recover as sellers take a break(02:37) Rupee hits fresh all time low(03:44) India weathering global financial pressures better than headline data suggest, says S&P Global Ratings(07:12) Govt launches Coal gasification projects which could help reduce energy imports(09:50) Why are FPIs selling and the surprising data point on their investments(20:13) Funding for resilient infrastructure is coming but the needs are higherCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 871 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Atkinson, Senior Fellow at The National Center for Energy Analytics as well as Deep Vadodaria, Managing Director at Nila Spaces.SHOW NOTES(00:00) Stories of the Day(01:00) Markets sink as economic uncertainty and West Asia war fears take hold(02:47) Rupee hits fresh low, as outflows continue(06:16) What is the actual cost of a barrel of oil, it's not what you see(22:13) New guidelines for use of AI in advertising are on the anvil(23:13) Not many people want to move to offshore financial centre GIFT CityCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 870 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Advisory as well as Shyam Kumar, President & Head of International Business at Kotak International.SHOW NOTES(00:00) Stories of the Day(00:50) India's austerity appeal is two months late(06:29) Markets lose ground as friction increases on Iran-US talks(09:57) How are gold markets reading the Prime Minister's appeal to cut back on gold spends?(14:34) More options are opening up for astute investors wanting exposure of international markets as opposed to domesticCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 869 of The Core Report, financial journalist Govindraj Ethiraj talks to June Goh, Senior Oil Market Analyst at Sparta Commodities as well as Garima Kapoor, Economist & Deputy Head of Research at Elara Securities (India).SHOW NOTES(00:00) The Take(05:38) Markets struggle to make sense of Iran-US talks(06:20) Inflation is creeping up(07:27) Hyundai says sales could grow in double digits this year(08:12) Decoding crude oil flows(19:37) What an analysis of 19 state budgets is telling usCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
From Fraud to Fortune: The CG Power Revival Story explores one of India's biggest corporate turnaround stories, as Financial Journalist Govindraj Ethiraj speaks with Natarajan Srinivasan, author of The Great Revival, about how CG Power went from fraud allegations, debt and shutdown factories to a remarkable comeback under the Murugappa Group.In 2019, a whistleblower disclosure shocked markets. Banks declared the company a fraud account, factories shut down, vendors stopped supplies and the company faced thousands of crores in liabilities. Just months later, during COVID, a new leadership team stepped in to rebuild the company from the ground up.This conversation reveals the real corporate turnaround playbook — settling debt, restoring trust with employees and vendors, restarting factories, rebuilding customer confidence and winning back market share from global competitors.How do you revive a company when nobody wants to lend, supply or buy from you? What does crisis leadership really look like? And what can Indian businesses learn from this extraordinary corporate rescue?This episode is essential for entrepreneurs, investors, business leaders, finance professionals, consultants and students interested in corporate governance, turnaround strategy, banking, manufacturing, leadership, crisis management and corporate India.Subscribe to The Core Report for sharp conversations on business, markets, economy, technology, manufacturing, policy and global trends.This episode of The Core Report breaks down the CG Power turnaround, corporate governance lessons, crisis leadership, debt restructuring, banking recovery and India's manufacturing revival. If you follow Indian business news, corporate turnaround stories, Murugappa Group strategy, governance failures, leadership lessons and business podcasts from India, this conversation is a must-watch.#CorporateTurnaround #IndianBusiness #BusinessPodcast #CorporateGovernance #TheCoreReport
On Episode 867 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at PRIME Database Group as well as Professor Ram Singh, Director of the Delhi School of Economics and member of the Monetary Policy Committee of the Reserve Bank of India.SHOW NOTES(00:00) Stories of the Day(00:50) How long will it take for energy supplies to stabilise if the war ends?(06:26) India could be emerging from a Goldilocks economy, what does that mean?(20:37) How Indian markets are getting more institutionalised(26:31) Which is the world's best selling drug now?Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 866 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajesh Nambiar, President at Nasscom as well as Pranav Haldea, Managing Director at PRIME Database Group.SHOW NOTES(00:00) Stories of the Day(01:00) Markets rise on fresh hopes of a deal between Iran and the US(03:49) Law firms appear to give clean chit to HDFC Board on Chairman's resignation(05:41) Indian midcap stocks hit highs, small caps on the cusp of a bull market(07:11) How India's GCC map has expanded to 2,117 companies and growing, in newer industriesCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 865 of The Core Report, financial journalist Govindraj Ethiraj talks to Dipti Deshpande, Principal Economist at Crisil as well as Sai Giridhar Raj Kumar, Vice President at the Federation of Automobile Dealers Associations (FADA).SHOW NOTES(00:00) Stories of the Day(01:00) Ceasefire break down turns markets nervous again, backchannel negotiations appear to be holding(04:40) Kiran Mazumdar Shaw of Biocon to transition out with niece with PhD in cancer biology set to take over(07:16) Why auto sales had another solid April and what is driving it(18:25) How cash transfers are helping low income households step up consumption(26:57) Flights in UAE again face restrictions after fresh missile attacksCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 864 of The Core Report, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, Market Expert as well as an excerpt from our extended interview with Neha Agarwal, MD & Head – Equity Capital Markets at JM Financial Institutional Securities.SHOW NOTES(00:00) Stories of the Day(01:00) Markets recover but oil prices are jittery once again. Looking back at the last two months.(02:04) Rupee hits fresh closing low(09:15) India's petrol consumption has risen while gas has fallen in April(10:25) Emirates, Etihad announce they are returning to full capacity and flights(12:02) Why you may not get to see the World Cup Football in India this year(14:21) The IPO market in 2026 may outshine 2025, what could drive this?Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 863 of The Core Report, financial journalist Govindraj Ethiraj talks to Captain Sam Thomas, President at ALPA India as well as Garima Kapoor, Economist & Deputy Head of Research at Elara Securities (India).SHOW NOTES(00:00) The Take: India's Next Global Champion Should Be Built, Not Debated(05:38) Markets set for a more stable start as the US and Iran seek off-ramp(07:50) The party on Wall Street continues as markets hit new highs(09:00) India's high GST collections, because of increased customs collections(16:44) Two more pilots died last week of health issues, what should airlines be doing?Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Why Smart Money Is Betting Big On India IPOs Again In 2026 is a deep dive into India's IPO market, domestic capital, smart money flows, and the next big themes shaping Indian equities.In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with MD & Head – Equity Capital Markets at JM Financial Institutional Securities, on why India's IPO pipeline could stay strong in 2026, even after a record year for IPOs and QIPs.They discuss why domestic mutual funds, HNIs, family offices, private equity investors, and foreign portfolio investors are watching India closely. The conversation also explores IPO pricing, valuation discipline, NSE and Jio listing expectations, data centre IPOs, REITs, INVITs, renewable energy, financial services, precision manufacturing, defence, and the growing role of Indian domestic capital.Will 2026 be even bigger than 2025 for India IPOs? Are investors becoming more selective? And why is smart money returning to India's primary market?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Navigating Market Risk is a special series from The Core Report Weekend Edition with Govindraj Ethiraj, focused on investment strategy, market volatility and the big risks shaping 2026. In this episode, fund managers Navigating Market Risk is a special series from The Core Report Weekend Edition with Govindraj Ethiraj, focused on investment strategy, market volatility and the big risks shaping 2026. In this episode, fund managers Pratik Agarwal, MD & CEO, Motilal Oswal Asset Management Company and Ashish Somaiyaa, CEO, WhiteOak Capital Asset Management, explain why they remain bullish on Indian markets despite oil shocks, FII selling, rupee pressure, gold volatility, AI disruption and global uncertainty.Markets are changing fast. Oil prices, OPEC shifts, US market highs, gold and silver moves, India's macro challenges and emerging market flows are all colliding at once. For investors, the key question is simple. Is this a time to fear market risk or prepare for the next big opportunity?This conversation explores how professional fund managers are thinking about Indian stock markets, investment strategy, asset allocation, market volatility, oil prices, rupee outlook, FII flows, gold, silver, AI investing, banks, IT stocks, EVs, renewables, energy transition and long term wealth creation.Are Indian markets pricing in too much fear? Is the US market too optimistic? Will oil prices hurt India's economy? Can active fund managers generate alpha in 2026? And where should smart money look when uncertainty is rising?This episode is essential for investors, business leaders, finance professionals, consultants, entrepreneurs and India-based professionals tracking markets, economy, business news, financial services, consulting, technology, manufacturing and global trends.Watch the full conversation to understand why market risk in 2026 may also be creating one of the most important investment opportunities for India.Subscribe to The Core Report for sharp conversations on business, markets, economy, technology, manufacturing, policy and global trends.#MarketRisk #IndianStockMarket #InvestmentStrategy #IndiaEconomy #FinancePodcast #TheCoreReport #TheCoreJoin The Core Insider to get access to perks:https://www.youtube.com/channel/UCzXJw6XkwZulY4nigdtvs4Q/joinListeners! We await your feedback: https://tinyurl.com/TCR-Listener-SurveyThe 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/)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 860 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director, India & ASEAN Automotive Market, S&P Global Mobility as well as Jatin Kalra, Partner–CFO Advisory at Grant Thornton Bharat.SHOW NOTES(00:00) Stories of the Day(01:00) A small cap revival is lifting market moods(04:58) Can gold touch $8,000?(06:01) People are investing more in gold than buying in jewellery for the first time(07:41) The new provisioning regime for Indian banks could cause big shifts in balance sheets(17:01) Ethanol blending levels in petrol will increase now, are vehicles ready for it?Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 859 of The Core Report, financial journalist Govindraj Ethiraj talks to Atanu Mukherjee, CEO at Dastur Energy as well as Thomas V Abraham, Research Analyst at Mirae Asset Sharekhan.SHOW NOTES(00:00) Stories of the Day(01:19) Markets slide as oil prices rise again(04:12) Nestle bucks sluggishness in FMCG, stock hits fresh high(04:44) Indigo, Air India have told the Government they are under extreme stress and on the verge of "stopping operations" because of high prices(06:43) UAE has quit OPEC(07:38) Decoding the medium to long term outlook for oil and gas production in India(23:39) Sun Pharma's $12 billion acquisition of Organon will double its size, a deep dive(30:42) New data centres take off in India but concern about them on OpenAI brassCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 858 of The Core Report, financial journalist Govindraj Ethiraj talks to Victor Vanya, Director and Co-Founder at EMA Solutions as well as Ajay Srivastava Founder of the Global Trade Research Initiative (GTRI).SHOW NOTES(00:00) Stories of the Day(01:19) Markets take solace from potential back-channel developments in Iran-US negotiations(04:02) Why India's agriculture sector may not be much affected by a deficient monsoon(05:04) How electricity markets are responding to record demand(14:51) With more FTAs under the belt, this time NZ, what does it mean for India's trade environment?(24:47) Why Adidas shares are rising(26:21) And how the world's largest aviation industry is running out of mechanics to service its aircraftCheck out our Live Earnings tracker: https://earnings.thecore.in/The Core presents “Navigating Market Risk in 2026” (Wed, 29 April, 8:30am) at The Quorum, Lower ParelRegister at this link: https://luma.com/0etd8b63For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 857 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K. Bhattacharya, Editorial Director of the Business Standard as well as Anand Kulkarni, Director at Crisil Ratings.SHOW NOTES(00:00) The Take(04:31) More downgrades are hitting Indian markets as the economy faces second order impact(07:50) It is time the Government starts addressing the macro economic challenges with specific and visible prescriptions(19:28) Why India needs electric cars that cost under Rs 10 lakh(20:53) Aditya Birla Group recently said at 200 million tonnes, it is the larget cement company in the world outside of China, what does that mean?Check out our Live Earnings tracker: https://earnings.thecore.in/The Core presents “Navigating Market Risk in 2026” on Wed, 29 April, 8:30am at The Quorum, Lower ParelRegister at this link: https://luma.com/0etd8b63For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
ATM Business Secrets! How India Moves 40 Lakh Crore Cash? Govindraj Ethiraj speaks with Rajiv Kaul, CEO of CMS Info Systems, to break down India's cash economy, ATM business, and why cash is still growing despite UPI, fintech, and digital payments.India has over 40 lakh crore currency in circulation. ATMs still process thousands of crores every day. Retail stores, banks, petrol pumps, hospitals, and even quick commerce depend on cash movement. So what is really happening behind the scenes? Why is cash not dying? And who is running this massive financial infrastructure?In this episode of The Core Report Weekend Edition, you get a rare inside view of how India's ATM network works, how cash is forecasted, transported, secured, and replenished across 70,000 ATMs, and why companies like CMS Info Systems are quietly powering the backbone of the Indian economy.If you are interested in business, finance, banking, consulting, fintech, stock market trends, or the real economy of India, this episode gives you insights you won't find in headlines.This is not just about ATMs. It is about how money actually flows through India.Watch till the end to understand where the ATM industry, cash economy, and financial services sector are headed over the next decade.Subscribe to The Core Report for deep conversations on India's economy, business, markets, policy, and global trends.Join The Core Insider to get access to perks: / @thecore_in Listeners! We await your feedback: https://tinyurl.com/TCR-Listener-SurveyThe 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-...)Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp...) Subscribe to our Newsletter (https://www.thecore.in/newsletters/th...)#IndiaEconomy #FintechIndia #UPI #ATM #BusinessPodcast #TheCoreReport #TheCore
On Episode 855 of The Core Report, financial journalist Govindraj Ethiraj talks to M.V. Ramana, Professor; Simons Chair in Disarmament, Global and Human Security at the University of British Columbia and a nuclear power expert.SHOW NOTES(00:00) Stories of the Day(01:00) Official Government figures on how much oil retailers are losing per litre of petrol and diesel sold(03:34) HSBC says India now looks less attractive than North East Asian equities(04:18) The war goes into a holding zone with renewed threats as markets turn nervous(04:46) IT Services Results(07:05) Brokerage Bernstein says India has overfunded aviation at the cost of rail(10:43) What are fast breeder reactors and how does India benefit by having them?'Check out our Live Earnings tracker: https://earnings.thecore.in/The Core presents “Navigating Market Risk in 2026” (Wed, 29 April, 8:30am) at The Quorum, Lower ParelRegister at this link: https://luma.com/0etd8b63For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 854 of The Core Report, financial journalist Govindraj Ethiraj talks to Manas Majumdar, Partner and Leader Oil & Gas, Fuels & Resources at PwC India as well as Krishnan Sitaraman, Chief Ratings Officer at Crisil Ratings.SHOW NOTES(00:00) Stories of the Day(00:50) Prices are rising now, across the board, what will a fuel price hike look like?(04:11) The markets dip as peace talks are a no show(05:31) A status check on India's energy imports nearing 2 months into the war(12:43) Heatwave forecasts renewed for India(15:27) Half of India's infra push is being driven by unexpected sectorsThe Core presents “Navigating Market Risk in 2026” (Wed, 29 April, 8:30am) at The Quorum, Lower ParelRegister at this link: https://luma.com/0etd8b63For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 853 of The Core Report, financial journalist Govindraj Ethiraj talks to Captain Shiv Samrat Kapur, Managing Director at Sentosa Ship Brokers.SHOW NOTES(00:00) The Take(05:38) India stocks gain as timeline fatigue continues(09:05) Russian oil dominates India's energy stack again(10:59) What the latest flow of Indian tankers through the Gulf is telling us.(23:53) FeedbackThe Core presents “Navigating Market Risk in 2026” (Wed, 29 April, 8:30am) at The Quorum, Lower ParelRegister at this link: https://luma.com/0etd8b63For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 852 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-founder & Chief Global Strategist at PACE 360 as well as Dharmesh Trivedi, Founder at Dharmesh L Trivedi & Co. and Founding Member at PEVC CFO Association.SHOW NOTES(00:00) Stories of the Day(00:50) The markets are back on standby as negotiations between the US and Iran are held off(06:51) The RBI is easing rupee derivatives after cracking down on them(08:06) What can we take away from the way gold prices have moved in the last two months?(16:35) Why is the RBI wanting AIFs registered in GIFT City to be treated as Indian residents?The Core presents “Navigating Market Risk in 2026” (Wed, 29 April, 8:30am) at The Quorum, Lower Parel Register at this link: https://luma.com/0etd8b63For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 851 of The Core Report, financial journalist Govindraj Ethiraj talks to Brian Torrey, General Manager - India and West Asia at Scoot as well as Arihant Jain, Fund Manager and Senior Investment Analyst at Franklin Templeton Asset Management (India).SHOW NOTES(00:00) The Take: The Lost Art of the Adventurer Capitalist(04:50) Resumption of peace talks will provide a floor to the markets.(07:21) India can access Russian oil again, for a month.(09:14) The first principles of investing in India, throwback with Mark Mobius.(15:06) Meet a mutual fund scheme that will short stocks.(21:44) How Indian travellers are choosing first time international destinations. For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Biofuels in India may be the big energy opportunity everyone missed. In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Suhas Baxi, Co-Founder and Chief Executive Officer of Biofuel Circle about biofuels, compressed biogas, ethanol, biomass, agri waste, and how India can cut fuel imports while strengthening energy security.India imports most of its crude oil and a large share of its gas. That is why biofuels, biomass, and farm waste are becoming a major part of the clean energy and energy transition conversation.This episode explores how agricultural residue, crop waste, ethanol blending, biomass pellets, and compressed biogas could help power India's industries, transport, and energy system. It also looks at the infrastructure gaps, farmer economics, logistics challenges, and business opportunity behind India's biofuel economy.Govindraj Ethiraj and Suhas Baxi discuss Biofuel Circle, CBG plants, ethanol, biomass replacing coal, the future of clean energy in India, and why biofuels could become a major economic and strategic opportunity.If you follow business news, Indian economy, energy transition, manufacturing, infrastructure, climate tech, or startup innovation, this conversation offers a smart look at one of India's most overlooked growth stories.Watch now to understand how biofuels in India, compressed biogas, ethanol, biomass, and agricultural waste could reshape India's energy future.Timestamps:(00:00) Introduction(1:51) The Energy Crisis and the Biofuel Alternative(7:30) The Economics of Agri-Residue(9:20) Farmers Remuneration: Profit vs. Proximity(12:10) The Infrastructure Bottleneck & the Three Pathways of Biomass(18:50) The Logistical Geometry: 50,000 Villages in 5 Years(21:40) Biofuel Divide: Visible Mobility vs. Invisible Transformation(30:35) The BiofuelCircle: Bridging the "Unbridged" Supply Chain(35:40) The Biomass Bank: A Rural "Logistics Hub" Model(40:00) The Genesis: Energy Trading Meets Digital Supply Chains
On Episode 849 of The Core Report, financial journalist Govindraj Ethiraj talks to Vibhuti Garg, Director at South Asia at Institute for Energy Economics and Financial Analysis (IEEFA) as well as Dr. Jaijit Bhattacharya, President of the Centre for Domestic Economy Policy (CDEP) Research.SHOW NOTES(00:00) Stories of the Day(00:50) Global markets ride on unbelievable exuberance(05:41) IMF official says countries must pass on true cost of energy to users and reduce subsidies(07:27) Is India geared for peak power demand given gas supplies are restrained?(17:04) Have India's moves to free up imports for exporting companies and industries worked, particularly in textiles and apparel?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 848 of The Core Report, financial journalist Govindraj Ethiraj talks to Upasna Bhardwaj, Chief Economist at Kotak Mahindra Bank; Adelle Thomas, Director of Adaptation at NRDC and Vice Chair of the IPCC Working Group; as well as Krishnan Sitaraman, Chief Ratings Officer at Crisil Ratings.SHOW NOTES(00:00) Stories of the Day(00:50) The markets cheer the words as always but why the actions suggest otherwise(04:07) Indian exports rise to the US on lower tariffs(06:14) How a reduced monsoon will impact the economy(13:32) Why is bank credit slowing this year?(24:30) Extreme heat is emerging as one of the most immediate climate risks globallyFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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
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