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 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
On Episode 829 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Shah, economist and co-founder of the XKDR Forum as well as Richa Sawhney, Partner at Grant Thornton Bharat.SHOW NOTES(00:00) Stories of the Day(00:50) Trump makes a fresh gesture of temporary peace even as Israel continues to pound Tehran leaving markets confused as always(04:28) How India is quite literally fighting to get through a tanker at a time through the Strait of Hormuz(10:36) Should India allow the rupee to float freely and thus depreciate further?(27:35) New Income Tax Rules are here, what do they mean?Register for our event “Who Builds the Future of AI?”https://luma.com/x6oyyjiz For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 828 of The Core Report, financial journalist Govindraj Ethiraj talks to Ankit Hakhu, Director at Crisil Ratings as well as Manisha Kapoor, CEO at The Advertising Standards Council of India (ASCI).SHOW NOTES(00:00) The Take(05:00) Oil prices set to spike and markets fall as the United States gets set for fresh attack on Iran(07:34) The rupee has another bad day and it could get worse.(08:40) India is doing well on renewable energy capacity but there is a problem.(17:42) How Gen Alpha's cultural codes, aesthetics and language are globally synchronised, but largely invisible to adultsRegister for our event “Who Builds the Future of AI?”https://luma.com/x6oyyjiz For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 827 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder of the Global Trade Research Initiative (GTRI) as well as Amit Tandon, Founder and Managing Director at Institutional Investor Advisory Services (IIAS).SHOW NOTES(00:00) Stories of the day(01:00) Markets tank again, give up three days of gains on US threats to attack Iran's gas fields again(04:43) Gold and silver fall on inflation fears, major commodities crash(06:54) HDFC Bank chairman quits after likely boardroom battle but leaves behind questions(19:44) Will India curtail exports of oil products like petrol and diesel?(21:24) Trade data for last year has been positive but the US is coming after India againRegister for our event “Who Builds the Future of AI?”https://luma.com/x6oyyjiz For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 826 of The Core Report, financial journalist Govindraj Ethiraj talks to Narendra Taneja,Chairman of the Independent Energy Policy Institute as well as Anindya Banerjee, Senior VP and Head of Commodity Research (Currency, Commodities and Interest Rates) at Kotak Securities.SHOW NOTES(00:00) Stories of the day(01:09) No let up in West Asia as bombing continues as the US might resort to more desperate moves as opposed to expectations of pulling back(02:30) Markets recover over 2,000 points, will they hold(04:24) The rupee hits a new record low. What is the rupee tracking?(11:45) India's gas shortages are compounded by unique distribution challengesRegister for our event “Who Builds the Future of AI?”https://luma.com/x6oyyjiz For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 825 of The Core Report, financial journalist Govindraj Ethiraj talks to Sourav Mitra, Partner–Oil & Gas at Grant Thornton Bharat as well as Ambareesh Baliga, Market Expert.SHOW NOTES(00:00) Stories of the day(01:00) The US wants to militarily control the Strait of Hormuz, even as ships of countries friendly to Iran are passing through(03:56) How Indian institutional investors are providing a floor in the markets(11:48) Indonesia starts regulating dollar outflows in a move that could be replicated elsewhere(13:32) Where do India's oil and gas supplies stand right now?(21:20) Wall Street moves one step closer to doing away with mandatory quarterly results reportingRegister for our event “Who Builds the Future of AI?”https://luma.com/x6oyyjiz For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 824 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Ashish Lele, Director at CSIR-National Chemical Laboratory as well as Amit Kumar Sharma, Head – Americas at VFS Global.SHOW NOTES(00:00) Stories of the day(01:00) The Iran war reaches a fresh turning point as the US attempts to drag other countries into the mix falters.(03:50) Markets snap a three day run, rise on value buying.(05:49) Indian refineries are running at full steam and gas supplies are inching up, says the Government.(07:45) Can India's domestic answer to LPG, the DME, make up for shortages?(21:27) A view from visa services provider VFS on how travel has been impacted by the warRegister for our event “Who Builds the Future of AI?”https://luma.com/x6oyyjiz For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 823 of The Core Report, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, economic journalist, columnist and author.SHOW NOTES(00:00) The Take(06:36) Markets set for another tough week as the US realises its an asymmetric war.(13:50) Understanding the butterfly effect on the global economy.(21:48) Malaysia has walked out of its trade deal with the United States. India should follow.(23:51) Why Apple's new macbook is its most unique offering ever.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
At just 18 years old, Boyan Slat started a mission to clean the oceans after a shocking moment at 16 — seeing more plastic than fish while scuba diving. In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Boyan Slat, CEO, The Ocean Cleanup WE about how technology, innovation, and global collaboration can tackle one of the planet's biggest environmental crises: ocean plastic pollution.What began as a teenager's idea is now a global effort deploying ocean cleanup systems and river interceptors across multiple countries to stop plastic waste before it reaches the sea. From tackling the Great Pacific Garbage Patch to deploying cleanup technology in cities like Mumbai, Boyan Slat explains how science, engineering, and persistence are helping remove plastic from the world's oceans.In this conversation, Govindraj Ethiraj and Boyan Slat explore the technology, economics, and global partnerships needed to scale solutions to plastic pollution. The discussion also touches on the role of governments, corporations, and philanthropy in solving environmental challenges that affect marine ecosystems, coastal economies, and the future of our oceans.For professionals interested in global sustainability, climate innovation, environmental policy, and breakthrough technology, this episode offers insight into how bold ideas can evolve into real-world solutions addressing one of the largest environmental problems on Earth — ocean plastic pollution.Topics Covered in This Podcast(00:00) Introduction(02:02) Mission and Origins (03:58) Recycling and Waste Disposal (04:59) The Great Pacific Garbage Patch (07:04) Economics of a Non-Profit (11:18) Global Pollution Hotspots (14:59) Corporate Partnerships and Greenwashing (17:16) Local Initiatives vs. Global Ambition (19:19) The Mumbai Project: Unique Challenges (22:17) Evolution of Interceptor Technology (27:33) Goal: 90% Global Reduction (31:44) Real-World Impact in Jakarta (35:33) Reflections on IndiaIf you found this conversation insightful, don't forget to like, share, and subscribe for more deep conversations on business, global challenges, innovation, and ideas shaping the future.
On Episode 821 of The Core Report, financial journalist Govindraj Ethiraj talks to Ankita Pathak, Head – Global Investments at Ionic Asset as well as Indrani Bagchi, CEO at Ananta Aspen Centre.SHOW NOTES(00:00) Stories of the Day(01:00) There is no end in sight to the war as all sides dig in.(03:27) The markets are not consoled with promises of more oil supplies, globally and in India.(04:57) Could taking a punt on a depreciating rupee work?(13:40) Inflation rises in February but March is what we have to wait and watch for.(14:54) Can India get safe passage for ships going through the Strait of Hormuz and what will it depend on?Register for our event “Who Builds the Future of AI?”https://luma.com/x6oyyjiz For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 820 of The Core Report, financial journalist Govindraj Ethiraj talks to Manas Majumdar, Partner– Oil & Gas Sector Leader at PwC India as well as Ajay Rotti, Founder and CEO at Tax Compaas.SHOW NOTES(00:00) Stories of the Day(00:50) The markets crash further on war uncertainty and ships under attack in the Strait of Hormuz.(05:57) India is well geared to absorb shocks even as the economy grows(08:20) Crude oil supplies are under control as sourcing steps up, says Government spokesperson.(15:50) Are there silver linings in gas supplies as well?(17:33) What the liberalising of investments from China means at this timeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 819 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Dubey, senior research analyst, refining and modelling at Kpler. We also feature an excerpt from our India Energy Week conversation with Kamal Kishore Chatiwal, Managing Director of Indraprastha Gas Limited (IGL).SHOW NOTES(00:00) Stories of the Day(01:00) Markets rebound on falling gas prices and likely relief on Iran war(04:31) Indigo CEO resigns at a difficult moment(05:41) An insight into India's ambitions of piping gas to homes(16:46) Why oil is less of a challenge for India despite the Strait of Hormuz shutting down(23:03) Apple is now producing 25% of its iPhones in India nowRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 818 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashima Tyagi, Economics Associate Director, Pricing & Purchasing at S&P Global Market Intelligence as well as Amit Pabari, Managing Director at CR Forex. We also feature an excerpt from our Weekend Edition conversation with Chintan Haria, Principal Investment Strategist at ICICI Prudential Asset Management Company Limited.SHOW NOTES(00:00) Stories of the Day(00:50) The most severe shock to energy markets since the 1970s(01:53) Indian markets recover from a fresh round of hammering as oil stabilises(06:26) Investing strategy in a shifting asset class time(08:26) Where could the rupee go next ?(14:13) Analysing demand and supply in India's steel industryFULL INTERVIEW with Chintan HariaRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
AI could unlock India's digital economy and help make Indian companies smarter and more profitable. In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Akhilesh Tuteja, Partner & National Leader, Clients and Markets, KPMG India about AI in India, language AI, and how it could reshape India's digital economy and business growth.Artificial intelligence is transforming industries worldwide, but India may have a unique advantage. With a large population, diverse languages, and a growing startup ecosystem, it could unlock massive economic opportunity. Language AI could unlock India's digital economy by bringing millions of non English speakers into the digital ecosystem. Much of the internet today is still dominated by English content, leaving many Indians disconnected from the full benefits of the digital world. With AI powered translation, voice interfaces, and mobile first technologies, language AI could dramatically expand access and accelerate the growth of India's digital economy.The discussion explores how AI could make Indian companies smarter and more profitable by improving productivity, enabling faster decision making, and helping enterprises innovate at scale. From AI powered customer insights and hyper personalisation to automation, document processing, and enterprise intelligence, artificial intelligence is already changing how Indian businesses operate.The conversation also explores the future of India's IT services industry, the role of startups and innovation ecosystems, and why AI may initially disrupt markets before creating even greater value. Key topics in this episode:a) AI in Indiab) Language AIc) India digital economyd) Artificial intelligence in businesse) Productivity and innovation with AIf) AI startups Indiag) AI impact on IT services industryTimestamps:(00:00) Introduction(01:30) AI as a Gift and a Curse: The Paradox of Scale(03:12) Three Categories of Enterprise AI: Efficiency, Intelligence, and Growth (04:12) Hyper-personalisation in Retail: Customising Physical Products on the Fly (05:15) The Language Promise: Breaking Digital Boundaries for 90% of Indians (06:35) Why AI Might Destroy Value Before Creating $1.7 Trillion (09:12) The Future of IT Services: Legacy Debt and the Jevons Paradox of Code (12:25) India's Innovation Ecosystem: From Incubation Hubs to AI ApplicationIf you found this conversation on AI in India, language AI, and India's digital economy useful, don't forget to like the video, share it with others interested in artificial intelligence and business, and subscribe for more deep conversations on technology, economics, and the future of business.
On Episode 817 of The Core Report, financial journalist Govindraj Ethiraj talks to Sourav Mitra, Partner – Oil & Gas at Grant Thornton Bharat as well as Saugata Bhattacharya, Member of the Monetary Policy Committee at Reserve Bank of India.SHOW NOTES(00:00) The Take(04:41) Why oil prices are the most critical indicator to watch this week.(07:58) Between oil and gas, how will India cope in the coming weeks?(15:46) A global shortage of capital will affect economies like India. What could come next? Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Best Investment Strategy for 2026 Market Uncertainty | How to Protect and Grow Wealth in Uncertain Markets — In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Chintan Haria, Principal Investment Strategist at ICICI Prudential Asset Management Company Limited, about how investors should think about investment strategy in 2026 as markets face rising uncertainty across geopolitics, trade tensions, commodities, inflation, global debt, and shifting capital flows.As volatility returns and the easy gains of recent years fade, investors everywhere are asking the same question: how do you protect and grow wealth in uncertain markets? In this conversation, we explore where to invest in 2026, how to build a resilient portfolio, and why asset allocation may matter more than stock picking alone.From stocks, gold, silver, fixed income, and hybrid funds to sector rotation, commodities, global markets, and India's economic growth, this episode provides a clear framework for navigating market volatility and investment decisions during uncertain times.Govindraj Ethiraj and Chintan Haria discuss the best investment strategy for 2026 market uncertainty, why protecting capital is critical in volatile markets, and how investors can think about portfolio diversification, wealth creation, and long-term investing. The discussion also covers India vs global investing, investor behaviour, sector opportunities, and the importance of disciplined asset allocation.Key topics covered in this episode include:(00:00) Introduction(01:20) Has Investment Strategy Really Changed in 2026?(03:48) Post‑COVID Euphoria Fades, New Cycles Emerge(06:00) Metals, Turbulence and Rethinking Portfolio Strategy (07:56) Sector Rotation and the IT Conundrum(12:02) Retail Investors Now Shape Market Behaviour(16:30) How ICICI AMC Applies Strategy Across Funds(19:10) Tracking the 650‑Stock Portfolio(20:30) India's Market Depth and New Listings(21:50) Capital Formation vs IPO Frenzy(23:25) The Next Wave of Emerging Themes(25:38) India's GDP as the Market's North Star(28:29) Stock Picking in a Fast‑Shifting Economy(29:58) Commodity Cycles and Marginal Cost of Extraction and Mining(31:30) Staying Calm Through Turbulent Markets(34:32) Global Money Printing and the Reset Ahead(38:20) Beyond SIPs: Hybrid Funds for Volatile Times(39:40) Fear vs Greed: What Drives Markets Today?With markets increasingly shaped by global debt, geopolitical tensions, and commodity cycles, this episode offers insights for investors looking to navigate volatility, build resilient portfolios, and make smarter investment decisions in 2026 and beyond.Whether you are a professional, investor, entrepreneur, or someone interested in business, finance, markets, and wealth creation, this episode of The Core Report will help you understand how smart investors approach uncertainty and long-term investing.Watch till the end for an important insight: fear in markets can create opportunity, but disciplined asset allocation remains the foundation of successful investing.Subscribe to The Core Report for more conversations on business, markets, economics, investing, and the forces shaping India and the global economy.
On Episode 815 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA as well as Sehul Bhatt, Director at CRISIL Limited.SHOW NOTES(00:00) Stories of the Day(01:09) Markets jump in best session in over a month(05:24) Why India has to brace for a gas shock.(12:17) India imported $98.7bn worth of goods from West Asia in 2025, making the region a critical supplier of energy, fertilisers and industrial inputs.(14:05) Airlines including Air India are adding long haul capacity to ease backlogs.(15:44) Why February was a bumper month with 25% growth for Indian car makers.(23:23) Indians account for more than 20% of Dubai property purchases by foreigners. Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 814 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bhalotia, General Secretary of All India Rice Exporters Association (AIREA) as well as Sudhir Sethi, Founder and Chairman at Chiratae Ventures. SHOW NOTES(00:00) Stories of the Day(00:50) LNG gas supply crunch builds up as Indian importers declare a formal force majeure(03:31) Markets take a fresh knock but still doing better than expected(07:43) India's basmati exports are blocked from going to the West Asia(14:49) India has major AI ambitions. Where will the funding come from?Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 813 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Amit Goenka, Founder, Chairman and Managing Director at the Nisus Finance Group (NiFCO). SHOW NOTES(00:00) Stories of the Day(01:09) Gas supplies to critical industries like fertiliser and power will see cuts as Qatar shuts production(02:27) The amazing US argument for exporting its LNG to other countries.(07:41) Brent crude futures have hit $85 a barrel(08:56) How a strong dollar is keeping gold, silver in check(10:26) Flights into and out of the Emirates have resumed but only sporadically suggesting travellers have a longer wait ahead(11:22) Freight Rates have gone up Significantly(12:03) Why real estate funds are becoming popularRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 812 of The Core Report, financial journalist Govindraj Ethiraj talks to Shajikumar Devakar, Co-Founder & CEO at Neo Wealth Management, as well as Ajay Kedia, Director at Kedia Advisory.SHOW NOTES(00:00) Stories of the Day(00:50) Markets take a beating on war tensions but seem to have avoided the worst, for now(04:37) Indian carriers are second most affected even as thousands of passengers continue to be stranded in West Asia(05:05) What are ultra high networth investors doing at a time like this?(11:54) Prices of commodities including oil spike, where could they go nextRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 811 of The Core Report, financial journalist Govindraj Ethiraj talks to George Koshy, CEO of LetsSolv as well as Vivek Kumar, Economist at QuantEco Research.SHOW NOTES(00:00) The Take(05:44) Dalal Street on weak footing post US-Israel attack on Iran(07:51) A new GDP series is out and last quarter growth is at 7.8%. What changes?(16:34) The Emirates are pulling out all stops to make tourists and passengers feel safe(22:27) OPEC is raising oil output in anticipation of supply challenges: Macro impact on India.(24:26) New SEBI Notification on Gold and Silver(25:24) February GST CollectionsRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
How is Chevron India's Bengaluru tech hub powering global energy operations?In this episode of The Core Report, Govindraj Ethiraj speaks with Akshay Sahni, Country Head, Chevron India, about how Chevron's Engineering & Innovation Excellence Centre in Bengaluru supports worldwide oil & gas operations using AI, seismic imaging, real-time well monitoring, digital twins, robotics, and industrial IoT.From deepwater drilling projects 34,000 feet below sea level to LNG assets in Australia and shale production in the Permian Basin, this conversation explores how technology and data science are transforming oil exploration, refinery operations, carbon capture, and lower carbon energy systems.We discuss:• How AI is reshaping oil & gas exploration• Why Bengaluru plays a mission-critical role in Chevron's global operations• Robotics, drones, and predictive analytics in refinery safety• The economics of energy transition and LNG• What the future of fossil fuels and lower carbon energy looks likeFor India-based professionals in business, consulting, finance, and technology, this episode offers deep insight into how global capital, geopolitics, and engineering innovation intersect.Energy demand is rising. Technology is accelerating. And India is increasingly at the center of global infrastructure.Subscribe to The Core Report for conversations on business, global markets, geopolitics, and the energy transition.CHAPTERS:(00:00) Introduction(00:31) How Technology is Redefining Earth Sciences (02:05) Engineering India's Low-Carbon Energy Future (05:12) Role of AI and High-Performance Computing (08:44) Chevron's Strategic Technology Hub in India (12:15) Leveraging Local Engineering and Digital Talent (15:30) Balancing Global Reliability with Sustainability Goals (19:12) Navigating the Complex Multi-Energy Transition (23:45) Future Opportunities in the Indian Energy Sector (28:30) Integrating Renewables into Traditional Supply Chains (33:15) Global Innovation Models for Net-Zero Targets (38:50) Scaling Clean Affordable Energy for Billions (42:26) Final Thoughts
On Episode 809 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Khattar, Founder at AdvantEdge. We also feature an excerpt from Episode 3 of our series “Eye On Retail”.SHOW NOTES(00:00) Stories of the day(01:09) Fresh twist to India-US tariff deal as US Commerce Secretary Lutnick drops by(03:37) Why you have to brace for a warmer March and what that could mean.(04:36) Thousands of companies have filed lawsuits against the US Govt seeking tariff refunds that could touch $130 billion(05:55) How both US and China are ganging up against India's subsidies for manufacturing(07:17) The Government jumps into ride-hailing business. What does this mean for consumers and drivers?(19:37) CAR revised by DGCA(20:21) India's Warehousing GrowthRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREEye on Retail, Episode 3: https://youtu.be/xfwUKbBv3cE For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
India's warehousing growth has crossed 533 million sq ft — and it's still rising. Behind this surge lies a deeper transformation of India's logistics sector, supply chain infrastructure, e-commerce ecosystem, industrial real estate market, and manufacturing ambitions.In this episode of Eye On Retail By The Core Report, an initiative supported by Flipkart, Financial Journalist Govindraj Ethiraj in conversation with Yogesh Shevade, Head of Logistics & Industrial in India, JLL and Balbirsingh Khalsa, Executive Director – Industrial Capital Markets, National Director, Knight Frank, decode the forces reshaping India's logistics and warehousing landscape.As India aims to move from a $4 trillion economy toward a $30 trillion vision, logistics is no longer a backend function — it is a strategic growth engine. Post-GST reforms, institutional investment inflows, multimodal logistics parks (MMLPs), rail freight corridors, quick commerce, Tier 2 and Tier 3 city expansion, and automation are redefining how goods move across the country.For India-based professionals tracking infrastructure development, supply chain optimization, economic reforms, manufacturing growth, private equity investment, real estate capital markets, and e-commerce logistics, this episode offers deep strategic insight.⏱ Timestamps:(00:00) Introduction: Highlights on India's Logistics Transformation(02:17) The Boom in Tier 2 and Tier 3 Warehousing Ecosystem(06:00) Post-GST Evolution: How Reform Triggered Institutional Investment(09:45) Share of E-commerce in India's Logistics Sector(11:01) Optimizing the Pie: Transportation Costs, Labour Economics & Efficiency Gaps(17:30) Investment Realities: Land Prices, IRR Expectations, Vacancy Trends & Capital Flows(27:45) Future Infrastructure: The Shift from Road to Rail & Multimodal Logistics Parks(29:50) Path Ahead: Core Challenges and Growth Opportunities in Indian Logistics(33:12) Role of Government in Logistics & Infrastructure Development(35:05) Closing: Policy Synergy, Gati Shakti & India's Supply Chain FutureThis discussion explores:• How GST transformed India's supply chain and warehouse strategy• Why transportation contributes nearly 50% of logistics costs• The rapid growth of Tier 2 & Tier 3 warehousing hubs• The rise of quick commerce and 10–15 minute delivery ecosystems• Automation vs labour economics in Indian industrial real estate• Rail vs road freight efficiency and multimodal infrastructure• Land price escalation, IRR expectations, and investment risks• Why manufacturing, exports, and policy reform are critical to India's next growth phaseThe bigger question:Can India reduce logistics costs from 12–14% of GDP toward global benchmarks?Will rail freight and multimodal parks unlock long-term efficiency?Is Tier 2 India the next supply chain frontier?And how sustainable is the quick commerce model?If you follow the India growth story, economic policy, infrastructure investment, industrial corridors, supply chain strategy, or the future of e-commerce, this episode connects macroeconomic ambition with on-ground execution.Watch till the end for a sharp assessment of the opportunities — and the structural challenges — shaping India's logistics future.
On Episode 808 of The Core Report, financial journalist Govindraj Ethiraj talks to Ranjeet Mahtani, Partner at Dhruva Advisors as well as Dr Tapan Sahoo, Executive Officer – Digital Enterprise at Maruti Suzuki.SHOW NOTES(00:00) Stories of the day(01:00) Stocks are back in unsure territory(02:43) Indian IT companies are going all out to protect client relationships and stay relevant(03:51) Exporters have one more duty to worry about and this time it as at home(12:21) How Maruti leans on India's innovation ecosystem to drive technology changesRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 807 of The Core Report, financial journalist Govindraj Ethiraj talks to Noshir Kaka, Senior Partner at Mckinsey as well as Akhilesh Tuteja, Partner & National Leader, Clients and Markets at KPMG in India on the sidelines of the Nasscom Technology and Leadership Forum 2026.SHOW NOTES(00:00) Stories of the day(01:00) The IT services industry could grow to $315 billion this year, up 6% says Nasscom.(03:09) Markets take a fresh AI hit(05:43) Where India's next big IPOs could come from?(07:48) The addressable market for Indian IT services companies is actually larger with AI and close to $17 trillion. Can they capture it?Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 806 of The Core Report, financial journalist Govindraj Ethiraj talks to Jairaj Purandare, Founder Chairman of JMP Advisors.SHOW NOTES(00:00) Stories of the Day(01:00) Trade chaos sweeps the world but India is shielded for now(04:35) More MNCs capitalise on India valuation premiums with listings, mostly with secondary sales leading to capital repatriation(07:05) Did tax and other savings from last year go into speculation?(07:41) A new French-India tax treaty could lead to some disappointments among large investorsRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 805 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist and Deputy Head of Research at Elara Securities as well as Rahul Jain, President & Head at Nuvama Wealth Management.SHOW NOTES(00:00) The Take(07:05) Why markets could be set for an optimistic start this week.(09:32) Brazil and India sign key mining deals but the former would like the latter to buy more chicken as well(10:45) Understanding India's competitive advantages with competing countries in light of the latest round of US tariffs(16:23) Why self constraint is important for investors, large and small and how it can play out in the markets this yearRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On February 20, 2026, the US Supreme Court delivered a landmark 6-3 verdict, ruling that the President lacks the authority to impose reciprocal tariffs under the IEEPA. This decision effectively resets the trade landscape between India and the United States.In this special edition of The Core Report, financial journalist Govindraj Ethiraj talks with Ajay Srivastava (Founder, GTRI) and Krishan Arora (Partner, Grant Thornton Bharat) to analyse the fallout.(00:00) Introduction(01:54) Current Status India Export Tariffs(02:48) Trump Introduces New Global Surcharge(04:10) Legal Limits On Presidential Authority(05:58) Potential $175 Billion Tariff Refunds(07:15) Legal Challenges To Refund Claims(10:25) Restoring WTO Trade Principles(12:10) Impacts On Steel And Electronics(14:09) Questioning Future Trade Deal Logic(18:18) Lessons From US Institutional Strength(20:09) Impact On China Trade RelationsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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