Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
Why Cheap Power Is Key To India's Manufacturing Future is one of the biggest questions facing India's economy. Can India become a global manufacturing hub if factories are paying too much for electricity?In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Vivek Bhatia, MD and CEO, TKIL Industries Pvt. Ltd (formerly ThyssenKrupp Industries India) about India's manufacturing future, cheap power, industrial growth, energy costs, mining, steel, cement, ethanol, green hydrogen and the technologies shaping India's next phase of growth.Vivek Bhatia explains why affordable and reliable power could decide whether India's industrial boom turns into a true manufacturing revolution or remains a missed opportunity.The conversation explores what he calls the decade of industrials, how TKIL is building equipment for power, mining, cement and sugar plants, and why sectors like coal handling, thermal power, ethanol, CBG, sustainable aviation fuel and green hydrogen may become central to India's economic growth story.They also discuss why India needs globally competitive power costs, better quality standards, stronger capital goods manufacturing, more efficient mining, and a sharper export mindset if it wants to become the manufacturing factory for the world.CHAPTERS:(01:17) Why Vivek Bhatia Calls This The Decade Of Industrials (02:33) The Evolution Of One Of India's Oldest Engineering Companies(05:55) Where India's Capital Expenditure Wave Is Headed(08:06) How Sugar Mills Are Evolving Into Biochemical Hubs(08:42) Coal Handling, Balance Of Plant And The Thermal Power Boom(17:15) Electrification, Automation And The Future Of Mining(21:15) Fixing Productivity Gaps Across The Sugar Value Chain(22:17) Beyond Ethanol: The Future Of Biofuels (27:15) The Next Phase Of India's Biofuel Transition(29:28) Building A Diverse Energy System For The Future(31:28) What's Holding Back India's Hydrogen Economy? (34:09) The Case Against Battery Dependence(37:00) Why India Needs Global Manufacturing Standards(41:08) Why Domestic Demand Alone Isn't Enough(45:13) Rebuilding India's Engineering Talent PipelineFrom India's power problem to the future of manufacturing, from ethanol and hydrogen to AI, robotics and autonomous mining, this conversation looks at what could unlock India's next big economic leap.Why is cheap power key to India's manufacturing future? Govindraj Ethiraj speaks with Vivek Bhatia of TKIL Industries on India's economy, manufacturing growth, industrial power costs, energy costs, mining, steel, cement, ethanol, green hydrogen, thermal power, exports, AI, robotics and the technologies shaping India's next phase of growth. Watch The Core Report for sharp business news on India's industrial future.#IndiaManufacturing #IndianEconomy #BusinessNews #CheapPower #TheCoreReport #TheCore
On Episode 899 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert as well as Arvind Chari, Chief Investment Strategist at Q India (UK), affiliate of Quantum Advisors India .SHOW NOTES(00:00) Stories of the Day(04:47) Monsoons are Running Late(05:30) IPOs on Wall Street and Dalal Street, What will it Do to The Markets?(12:47) Moves to Bring in Dollars Might Bring in Dollars but the Rupee is Still Weak(25:59) Record Number of New Homes are to be Delivered This Year but The War in West Asia is Causing Delays(26:57) Record GHG even as Human activities pushed Global Warming to 1.37°C in 2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 898 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhakar Kudva, Co-Founder and Director at Samvitti Capital. We also feature an excerpt from our Special Edition interview with Vishal Mehta, India Leader for Energy Practice at Boston Consulting Group.SHOW NOTES(00:00) Stories of the Day(01:00) Mutual fund Inflows are Slowing but is that a Bad Thing?(03:23) Markets Hold Steady Despite Fresh Flare Up in West Asia(05:21) Leading Banks Start Offering FCNR Deposits at New Rates to Attract NRI Money(06:48) India Inc's Q4 Performance Paints a Picture of Resilience, says Bank of Baroda(08:17) India Inc is Talking of Stepping Up Capital Expenditure in Earnings Calls and Management Discussions(19:05) A 270 GW peak load - How India's Power System Is Trying To CopeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 897 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President Research & Co- Founder at Counterpoint Research.SHOW NOTES(00:00) Stories of the Day(01:29) Indian stocks no longer feature in the Top 10 of the MSCI EM index(05:17) Bank stocks Take Up Indices on RBI Forex Moves(06:19) TCS says will hire less as AI agents and employees will work jointly(09:55) Fitch lowers growth projections for India to 6.4%(13:58) How hunger for storage memory is upending the smartphone market in more ways than one(25:17) Heatwaves have cut productivity of India's leading garment industry factoriesSubscribe to How India's Economy Works - Spotify | Apple | YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 896 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA.SHOW NOTES(00:00) Stories of the Day(00:50) Asian Markets Dive, Indian Markets On Edge Again(03:08) A Slew of Measures to Attract Foreign Portfolio Investments and NRI Savings is Not Working Yet.(10:46) Why Indian Car Sales Hit a Record High in May(19:27) Airline Profits will Halve This Year Despite Revenue and Seat Loads Rising(20:47) Will a No Car Friday in BKC in Mumbai Work?Subscribe to How India's Economy Works - Spotify | Apple | YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 895 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, Economist at QuantEco Research. We also feature an excerpt from our Special Edition featuring Girish Tanti, Vice Chairman at Suzlon.SHOW NOTES(00:00) The Take(04:21) Tech stock slump in the US could help Indian markets.(07:26) FII selling continues, with over $4.5 billion in June first week as Govt incentivises bond purchases for them.(09:18) Decoding the latest GDP numbers and outlook(17:46) How wind turbine company Suzlon is pivoting to becoming a round the clock energy supplier.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
India Market Risks and New Opportunities Explained on The Core Report Weekend Edition with Govindraj Ethiraj explores how Indian markets, global uncertainty and economic disruption are shaping investors, businesses and professionals.As market volatility rises, India faces faster economic cycles, geopolitical risk, AI disruption, supply chain shifts, defence spending, climate change, global investing and changing investor behaviour. In this episode, Financial Journalist Govindraj Ethiraj leads a sharp conversation with Radhika Gupta of Edelweiss Mutual Fund and Navneet Munot of HDFC AMC on how India can navigate market risk and find new opportunities in a world where old assumptions may no longer work.The discussion explores why diversification matters, why Indian investors may need to think beyond traditional equity and debt, and how global markets, US technology, China, emerging markets and India's growth story are changing the way capital moves.Radhika Gupta explains why resilient portfolios matter more than chasing market noise, while Navneet Munot breaks down why uncertainty, momentum and economic disruption are now central to understanding financial markets.This is not a conversation about quick stock tips or easy investing hacks. It is about the bigger forces behind business, investing, macroeconomics, AI, manufacturing, defence, financial services, global markets and India's long term economic future.CHAPTERS:(00:00) Introduction(07:20) Building Portfolios That Can Survive(13:40) Navigating An Unpredictable, Faster & Questionable World(23:00) How The World And Investments Have Changed(26:37) How Portfolio Construction Has Changed Over the Last Decade(31:33) Building an Asset Management Business for a Changing Market(32:30) Global Investing and International Funds(36:20) Is Diversification The Need Of The Hour? (40:05) Why Market Leadership Always Changes(43:08) The Case for the US, China & Emerging Markets(47:45) Ray Dalio's Debt Cycle, Risks Investors Are Ignoring (54:26) Financials, Power, Defence & Market Leaders(58:40) What an 18-Year-Old Should Do With Their Money(1:01:44) Invest in Yourself Before Investing in MarketsWatch this episode if you follow Indian markets, business news, mutual funds, wealth management, consulting, financial services, global economy, technology trends, AI disruption, manufacturing growth or India's investment landscape.#IndiaMarkets #BusinessNews #IndianEconomy #Investing #TheCoreReport #TheCore
On Episode 893 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Chimakurthy, CEO at Kotak Alts (Real Estate Fund) as well as Dr Kailash Sharma, Dean Academic projects at Tata Memorial Center, Mumbai.SHOW NOTES(00:00) Stories of the Day(01:00) Markets await Govt moves on foreign investments(04:15) The big shift in oil production and movements(08:01) Is the UK FTA hitting a bump even as more FTAs on the anvil(09:17) Kotak closes a $1 billion real estate fund with a majority FDI investment. Where could the funds go?(17:05) Understanding what the NEET controversy means from a healthcare industry perspectiveFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 892 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajani Sinha, Chief Economist at CareEdge Ratings. We also feature an excerpt from our Special Edition interview featuring Aoifinn Devitt, Managing Director - Global Wealth at Moneta.SHOW NOTES(00:00) Stories of the Day(00:50) Markets speculate on incentives for foreign portfolio investors(05:35) What the RBI is balancing as it takes a call on interest rates(14:22) Tariff wars are back, should India give into pressure tactics?(16:50) Why global investors are chasing AI stocks, a view from the other sideFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 891 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO, India, SEA, MEA at CBRE.SHOW NOTES(00:00) Stories of the Day(00:41) Decoding the AI Investment Frenzy(05:08) Why Nvidia CEO statement sets Indian markets racing(09:55) Assessing Inflation Impact of Rising Fuel Prices(11:00) Why Jewellery Stores are Expanding Across India and What That Means for RetailSubscribe to How India's Economy Works - Spotify | Apple | YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 890 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior Vice President at Geojit Financial Services as well as Dharmakirti Joshi, Chief Economist at CRISIL.SHOW NOTES(00:00) Stories of the Day(00:50) Why global markets are now disconnected from war, geopolitics and rising prices.(03:54) Will the RBI hike interest rates this week?(12:44) Does it matter who is buying or selling in Indian markets right now?(15:07) Why an India-Oman FTA is more than just that(23:21) Negotiations for a deal to telecast the FIFA World Cup are almost as nail biting as a final matchSubscribe to How India's Economy Works - Spotify | Apple | YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 889 of The Core Report, financial journalist Govindraj Ethiraj talks to Manisha Kapoor, CEO and Secretary-General at ASCI. We also feature an excerpt from our show How India's Economy Works featuring economist and former NITI Aayog Vice Chairman, Dr. Rajiv Kumar.SHOW NOTES(00:00) The Take(08:34) Index rebalancing is a larger problem for markets to grapple with.(10:22) Markets are still expecting a deal on the Iran-US war.(12:27) Despite bans, offshore betting and its advertisements flourish in India.(23:45) What ails manufacturing in India and what should be the policy response.Register for our event on Tuesday, 2nd JuneCheck 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 | Linkedin | Youtube
Why India's Electrostate Push Is Bigger Than You Think with Govindraj Ethiraj and Pratik Agarwal explores how India's electricity revolution could reshape the economy, infrastructure, manufacturing, AI data centres, renewable energy, and the future of power consumption in India.As India's peak power demand crosses 270 GW earlier than expected, Pratik Agarwal, Chairman of Resonia and Serentica Renewables and Managing Director at Sterlite Group, explains why this is not just a power story but the beginning of India becoming an electrostate. From renewable energy growth and transmission infrastructure to AI powered grids, battery storage, EV adoption, and round the clock green energy, this conversation breaks down the biggest shifts happening inside India's energy sector.In this deep dive episode of The Core Report Weekend Edition, Govindraj Ethiraj and Pratik Agarwal discuss India's electricity demand surge, renewable energy targets, power grid expansion, data centre growth, battery economics, AI in electricity management, transmission bottlenecks, and why India may have a once in a generation opportunity to become a global clean energy and AI infrastructure hub.The conversation also explores Sterlite Electric's role in India's transmission network, renewable energy supply for industries like aluminium and zinc, underground cabling in cities like Mumbai, the rise of HVDC transmission lines, and how AI driven software is optimising India's national power grid in real time.Topics covered include India power demand, India renewable energy, India electricity grid, Sterlite Electric, Serentica Renewables, Govindraj Ethiraj podcast, Pratik Agarwal interview, India energy transition, AI data centres India, electricity consumption India, EV adoption India, renewable energy storage, battery technology India, HVDC transmission, green energy India, industrial decarbonisation, infrastructure investing India, power transmission India, AI in energy sector, and India growth story.Register for our event on Tuesday, 2nd JuneCheck 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 | Linkedin | Youtube
On Episode 887 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO at Tax Compaas as well as Moses Kemibaro, Founder & CEO at Dotsavvy.SHOW NOTES(00:00) Stories of the Day(01:24) With no end in sight to the was in West Asia, markets brace once again for a fall(05:50) Air India, Indigo to cut back flights in June and July(07:29) Will the Government cut capital gains taxes for foreign portfolio investors?(16:53) US airlines are stepping up their India presence but not for flights(17:40) Lessons from Kenya's experiment with satellite internetRegister for our event on Tuesday, 2nd JuneCheck 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 | Linkedin | Youtube
India's ₹1.5 Lakh Crore DARPA Moment For Deep Tech could reshape India's R&D, startup funding and innovation economy. In this special episode of The Core Report, Govindraj Ethiraj speaks with Dr. Shivkumar Kalyanaraman, CEO of ANRF, on India's biggest push yet to fund deep tech, research and development, and future technologies.Dr. Kalyanaraman explains how the Anusandhan National Research Foundation, the RDI scheme, TDB and BIRAC are backing companies and projects with patient capital, long term debt, convertibles and blended finance.CHAPTERS:(00:00) Introduction (02:00) India's New Push to Fund Research and Deep Tech(02:30) How the First RDI Projects Were Selected(04:10) From 6G to Space Tech: What the Fund Is Backing(06:02) Ticket Sizes, Loans, and Convertible Funding(06:30) How ANRF Compares With DARPA(07:32) How ANRF Is Changing India's Research Funding Model(08:26) Grants, Translation, and Private Sector Scale-Up(10:36) How ANRF Is Choosing Themes and Projects(12:15) Monitoring, Mentoring, and Measuring Research Outcomes(13:46) Lessons From His Experience in IBM and Microsoft(15:30) Where AI Fits Into India's R&D Funding Push(16:50) Standout Areas: Space Tech, Health Tech, Drones, and AI(18:27) How Big and Small Companies Can Access RDI Funding(20:16) Strengthening Academic Research and Translation(21:54) What Patient Capital Really Means(23:50) Funding Energy Transition and Critical Raw Materials(25:24) The Scientific Problems India Should Solve Next(27:23) India's Unfinished Agenda for Scientific ExcellenceRegister for our event on June 2ndCheck 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 | Linkedin | Youtube
On Episode 885 of The Core Report, financial journalist Govindraj Ethiraj talks to Vishwas Chitale, fellow at the Council on Energy, Environment and Water (CEEW) as well as Amol Bansal, Founder and CEO at BK Saraf Jewellers.SHOW NOTES(00:00) Stories of the Day(01:31) India falls behind Taiwan in market capitalisation(05:22) Coal-fired power plants are running dangerously short on coal(07:06) Is India better prepared for heatwaves?(15:36) Can a native solution to monetize 25,000 tonnes of gold in homes work?(26:43) Ferrari shares fall after it launches an electric car(27:51) Who buys a watch to see the timeRegister for our event on June 2ndCheck 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 | Linkedin | Youtube
On Episode 884 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikash Halan, Managing Director, Corporate Finance at Moody's Ratings; K. Ravichandran, Executive Vice President & Chief Rating Officer at ICRA ltd; and Poorvi Chothani, Founder and Managing Partner at LawQuest.SHOW NOTES(00:00) Stories of the Day(01:52) Why oil markets are now nearing minimum operating levels(02:39) Scent of a deal sends oil prices down, markets up(03:59) Oil prices rose for the fourth time in May(04:14) Moody's, Crisil say Indian balance sheets were strong going into conflict(16:14) What will the new Green Card rule mean for Indian visa holders in the US?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 | Linkedin | Youtube
On Episode 883 of The Core Report, financial journalist Govindraj Ethiraj talks to Prasanna Tantri, Associate Professor of Finance and Executive Director - Centre for Analytical Finance (CAF) at ISB as well as Yogesh Rawat, Chief Business Officer - Student Lending International at Avanse financial services.SHOW NOTES(00:00) The Take(05:00) Why your SIPs are bringing the rupee down against the dollar(06:14) Indian markets are set to open stronger on reports of an Iran-US deal.(07:12) 150-member business delegation along with the trade minister to land in Canada.(08:35) Interest rate hikes seem imminent. But what about the timing? (19:50) How Indian students headed overseas are recalibrating their options thanks to tighter visa regimes and depreciating rupeeCheck 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 | Linkedin | Youtube
In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Rishi Agrawal of TeamLease Regtech and Dr Rajeswari Sengupta on why the Indian rupee is under pressure, why foreign investors are pulling money out, and why India's business rules still make growth harder than it should be.Dr. Rajeswari Sengupta, Associate Professor of Economics, Indira Gandhi Institute of Development Research, explains the macroeconomic stress behind the rupee fall, energy shock, oil price pressure, current account deficit, foreign capital outflows, AI shock and India's weakening appeal for global investors. She also explains why price adjustment, currency depreciation and policy certainty may matter more than short term defence of the rupee.Rishi Agrawal, CEO and Co Founder of TeamLease RegTech, explains the bottom up challenge facing Indian businesses. From red tape and compliance burden to labour law reform, Jan Vishwas, decriminalisation, digitisation and the need for a UPI moment for business compliance, he breaks down what must change to make India more attractive for entrepreneurs, MSMEs, manufacturers and foreign investors.CHAPTERS:(00:00) Introduction(02:33) Why the Rupee Was Weak Before the West Asia Crisis(07:22) The Three Shocks Facing India: Iran, AI, and China Plus One(09:20) Why India Needs Price Adjustment, Not Suppression(10:03) The Regulatory Architecture Holding Businesses Back(11:50) Decriminalisation, Jan Vishwas, and the Shift From Fear to Trust(15:04) What Still Makes India Attractive for Investors(17:00) Why the Current Account Deficit Has Become a Bigger Worry(21:23) When Policy Response Starts Looking Like Panic(23:23) The Ground Reality for MSMEs and Manufacturers(26:00) Why India Needs a UPI Moment for Compliance(28:00) What Labour Law Reform Could Change for Businesses(29:53) When Will Regulatory Reform Show Economic Results?(31:07) Why India Still Needs Policy Certainty and Predictability(33:00) The Case for Recalibrating India's Growth AmbitionsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
Is India's economy facing a temporary shock or a deeper crisis?In this episode of The Core Report Weekend Edition, economist and author, Surjit Bhalla joins Govindraj Ethiraj to go beyond the headlines around the falling rupee, oil prices, West Asia tensions, and global uncertainty. He argues that the real problem with the Indian economy may not be the immediate currency pressure alone, but a longer term weakness in investor confidence, foreign direct investment, manufacturing, exports, and economic decision making.Surjit Bhalla explains why India's growth challenge cannot be understood only through the rupee dollar exchange rate. He highlights the fall in net FDI, the impact of bilateral investment treaties, retrospective taxation, quality control orders, ease of doing business, and policy uncertainty. He also questions why India has not fully benefited from the China plus one opportunity while countries like Vietnam and Bangladesh gained from global supply chain shifts.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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
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