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 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
On Episode 803 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded as well as Rahul JainDirector/VP – Research at Dolat Capital.SHOW NOTES(00:00) Stories of the Day(00:50) India brings on stage the world's biggest technology companies and disruptors with rivalry on full display(04:48) Fears of Imminent Attack by the US on Iran Bring Down Markets(06:00) Status Check on IT Stocks(11:46) Guess which city in India has the largest homes?(13:44) Why the recently signed FTAs by India are just the beginning of much hard work ahead(25:05) More countries are gearing to ban social media for teens, this could affect business models too(29:11) FeedbackRegister 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 802 of The Core Report, financial journalist Govindraj Ethiraj talks to Akhil Chandna, Partner – Global People Solutions Leader at Grant Thornton Bharat.SHOW NOTES(00:00) Stories of the Day(00:41) Are slowing IPOs restoring sanity in the markets?(04:39) Google to build new fibre-optic cables into India(06:23) Maruti finally launches a new electric car(07:01) Guess what adults and kids in India are buying up like there is no tomorrow(09:17) New labour code comes into effect this NovemberRegister 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 801 of The Core Report, financial journalist Govindraj Ethiraj talks to Chokkalingam G, Founder of Equinomics Research Pvt Ltd. We also feature an excerpt from Nandan Nilekani's recent presentation at Infosys AI Day.SHOW NOTES(00:00) The Take(04:50) Brokerages take note of earnings, recent developments to turn optimistic on markets.(07:17) Why markets are seeing a shift in temperatures(13:32) Infosys bowls a Googly with Anthropic tie-up, argues for importance of IT Services businesses.(24:34) India is looking at $200 billion AI investments.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 800 of The Core Report, financial journalist Govindraj Ethiraj talks to T Koshy, Former MD and CEO of the Open Network for Digital Commerce (ONDC).SHOW NOTES(00:00) Stories of the Day(01:14) Anthropic says Indians are heavy duty users of its tool(03:01) Markets recover from AI scare trades(04:41) The India AI Impact Summit kicks off with interesting sessions, curation and some glitches.(11:00) How India's ONDC project is being replicated in IndonesiaRegister 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 799 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Singh, CIO - Equities at Tata Mutual Fund. We also feature an excerpt from our previous interview with C Vijayakumar, Managing Director and CEO at HCLTech, from our 2025 series NASSCOM conversations.SHOW NOTES(00:00) Stories of the Day(00:50) Why AI scare trading could continue this week too(02:51) Were India's IT industry leaders ready for this AI disruption?(10:42) Investing trends as the markets emerge from India-US tariff cloud(23:58) The Government allows more exports of wheat and sugar to keep farmers happyRegister 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 India Can Stop Global Capital From Leaving Its Markets? In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Ananth Narayan Gopalakrishnan, Former Whole Time Member of SEBI, to decode the real reasons behind capital flight from India, rising FPI/FII outflows, and what reforms could make India's capital markets more globally competitive.India's growth story remains strong. Domestic mutual fund inflows are at record highs. Retail investor participation has exploded from 4 crore to over 14 crore investors. Yet foreign portfolio investors have been pulling money out. Why?Is it valuations?Tax policy?Market structure?Global geopolitics?Or friction in how foreign capital enters and exits India?In this deep, data-backed conversation, we explore:• The demand–supply mismatch in Indian equity markets• Record domestic mutual fund flows vs IPO supply• Why valuation pockets may discourage foreign investors• The role of derivatives and index options in market liquidity• Retail trading losses and financial stability concerns• Capital gains tax and whether India should adopt residence-based taxation• How tax neutrality across asset classes could rebalance capital allocation• Should India allow more outward investments to reduce valuation pressure?• What SEBI can do to reduce friction for global institutional investorsFor professionals in finance, consulting, investing, startups, or policy, this episode provides a structural understanding of India capital markets, foreign portfolio investment trends, and the future of global capital flows into India.If you track FII selling, FPI data, Nifty, Sensex, SEBI reforms, mutual fund flows, IPO markets, bond markets, or India's economic policy, this conversation connects the dots.India is not short of capital — but is it structured correctly?Are we making it easy for global capital to stay?And what changes could unlock the next decade of sustainable market growth?Watch till the end for a powerful framework on how India can balance domestic investor growth with long-term global capital participation.If you found this valuable, share it with colleagues in finance, investment, consulting, and policy.Subscribe for sharp conversations on markets, regulation, and the future of India's economy.#IndiaStockMarket #CapitalFlows #SEBI #FII #IndianEconomy #TheCoreReport #TheCore
On Episode 797 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, VP Commercial at Pharmarack AWACS as well as Aditi Nayar, Chief Economist and Head of Research & Outreach at ICRA. SHOW NOTES(00:00) Stories of the Day(01:00) The IT fear wave is spreading and bringing down markets(05:34) IEA lowers global oil demand forecast for 2026(06:11) India's inflation index has thrown out VCRs and VCDs and brought in new constituents. At 2.75% what does it mean?(18:31) Why India's weight loss drug market could explode in a few months(25:04) Google issues a 100year bond, adding to fears of AI exuberanceRegister 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 796 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhu Dhamodharan, Convenor of the Indian Texpreneurs Federation as well as Priyam Gandhi-Mody, Executive Director, Future Economic Cooperation Council (FECC).SHOW NOTES(00:00) Stories of the Day(01:00) Financials are powering the benchmarks as markets stay flat(03:27) Indigo says it has complied with norms it was supposed to in December(04:21) Indian negotiators score fresh wins in evolving India-US tariff deal(05:35) A deep dive into cotton economics behind the Bangladesh reciprocal deal for garment exporters and the India connect(19:40) Not just Delhi, Mumbai has several interesting conferences lined up next week tooRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREhttps://fec-council.org/aboutFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 795 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President of the Federation of Automobile Dealer's Association (FADA) as well as Amit Goel, Co-founder & Chief Global Strategist at PACE 360.SHOW NOTES(00:00) Stories of the Day(00:50) Foreign portfolio investments are keeping the market steady, despite whiffs of negative news(02:21) Investments in gold ETFs overtake equities, what does that mean(10:16) Action in the high seas picks up as shadow tankers are seized by India(12:35) Bangladesh gets a leg up with a preferential deal for garment exports to the US(14:54) The interesting reason why entry level car sales have shot upRegister 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 794 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Kanoria, Chairman of the Indian Tea Exporters Association. We also have an excerpt from our recent panel discussion “Tax and Tariffs” featuring Ajay Rotti, Founder of Tax Compaas; Madhavi Arora, Chief Economist at Emkay Global; Ritesh Kanodia, Partner—Indirect Tax Litigation and Advisory at Aurtus; and Rahul Mehta, Chief Mentor of the Clothing Manufacturers Association of India (CMAI).SHOW NOTES(00:00) Stories of the Day(00:50) Dip buying is the new term, how long will it last?(03:33) Why inflation is projected to rise(05:17) Oil tankers carrying Russian oil switch away from India(06:55) Strengthening India's Global Tea Trade(19:48) India is well poised to take advantage of lower tariffsRegister 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 793 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre. We also feature an excerpt from our recent interview with Nitin Saini, Vice President – Marketing at Mondelez India (Full video is available on youtube).SHOW NOTES(00:00) Stories of the Day(05:09) The markets will have to decipher a fresh set of India-US deal announcements.(08:48) India is pushing back on areas like corn and soybean in India-US deal.(12:06) What can we take away from the critical political optics of the India-US deal.(20:34) Behind Mondelez's success in driving brands like Cadbury and Oreo in Indian marketsJoin us at the Quorum for our Post Budget DiscussionRegister 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 792 of The Core Report, financial journalist Govindraj Ethiraj talks to Vaibhav Porwal, Co-founder at Dezerv as well as Dr Nipun Sharma, CEO at TeamLease Degree Apprenticeship.SHOW NOTES(00:00) Stories of the Day(01:15) A formal trade deal with the US is at least 6 weeks away(04:37) What could drive markets in the next few months?(14:41) Middle east tensions are driving oil prices again(15:57) How women apprentices are increasingly entering the workforce(26:00) Why do some restaurants last a 100 years and others don't?Join us at the Quorum for our Post Budget DiscussionRegister 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 791 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhishek Bisen, Head of Fixed Income, Kotak Mahindra AMC as well as Ajay Srivastava, Founder at Global Trade Research Initiative (GTRI). We also feature testimonials from attendees at our recent exclusive roundtable discussion.SHOW NOTES(00:00) Stories of the Day(00:41) Why markets have to reckon with two powerful forces(07:11) Why are the bond markets so volatile?(16:17) How will the India-US trade deal as we know it actually pan out?(25:33) Walmart crosses the $1 trillion mark(26:58) Blockchain and DPDP ActRegister 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 790 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP, Geojit Financial Services as well as Krishan Arora, Partner and Indirect Tax National Leader at Grant Thornton Bharat LLP.SHOW NOTES(00:00) The Take(04:02) Markets zoom on India-US trade deal but could the fine print put a damper?(04:48) Why the Rupee's revival may be in question.(05:27) Brokerages are upselling gold and silver to fresh highs despite the carnage of last week.(14:10) GCCs could employ 2.8 million in 4 years time.(15:40) Could the India-US deal revive sentiment and investments beyond stock markets?(24:29) Disney bets on its theme park head for CEO.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 789 of The Core Report, financial journalist Govindraj Ethiraj talks to Prasanna Tantri, Associate Professor of Finance and the Executive Director of the Centre for Analytical Finance at the Indian School of Business (ISB) as well as Rajesh Sinha, Independent Director at Sahyadri Farms.SHOW NOTES(00:00) Stories of the Day(00:50) India-US Trade Deal Finalised(02:41) The markets are up again but all eyes on metals(05:23) The gold and silver story(10:47) Oil prices dip after Trump says he will talk to Iran.(11:47) What are the top level Budget numbers looking like?(20:50) India's farmers can seize the FTA opportunity but there is work to do.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 788 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautam Khattar, Principal Price Waterhouse & Co LLP, Uday Ved, Partner at KNAV as well as Jairaj Purandare, Chairman of JMP Advisors in an excerpt from an extensive discussion (Available here on our youtube channel). Our reporters were also on the ground to gather responses to the Union Budget 2026 from industry leaders.SHOW NOTES(00:00) The Take(04:21) A Sharp Correction(06:32) The Big Infrastructure Push(08:39) Responses to the Union Budget from Industry Leaders(14:53) Tax and the Union BudgetRegister 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 787 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Commodities, Himanshu Sinha, Head of Tax Practice at Trilegal as well as Shankkar Aiyar, veteran economic journalist and author.SHOW NOTES(00:00) Stories of the Day(00:50) Fear is driving up gold and silver prices even as the dollar stays weak.(05:09) India is an oasis of macro stability says India's economic survey(10:39) Gold demand is set to fall because of subdued jewellery purchases.(15:56) Will the Union Budget address the fallout of the Supreme Court's decision to deny tax treaty benefits in the Tiger Global case?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 786 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Ajit Ranade, Economist and Former Vice Chancellor of Gokhale Institute of Politics and Economics in Pune as well as Ashok Atluri, Chairman and Managing Director at Zen Technologies.SHOW NOTES(00:00) Stories Of The Day(01:00) It's the worst start to a year in a decade, will it shift?(05:03) Gold now clearly represents the hedge to an uncertain global economy(07:51) A macro view on the Union Budget(16:31) India's anti-drone systems are gearing up for battle(24:50) Why a toilet company is benefiting from the chip maniaRegister 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 785 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Notani, Partner, Economic Laws Practice as well as Krishan Arora, Partner and India Investment Advisory Services Leader at Grant Thornton Bharat. We also feature an excerpt from our India Energy Week interview featuring Energy Expert Anas Alhajji.SHOW NOTES(00:00) The Take(03:14) The markets struggle to make up their mind(06:41) A landmark EU India deal is in place, what will it really deliver?(16:23) How India moved rapidly away from Russian oil amidsts global oil dynamics(23:37) Why there is a need for a customs amnesty schemeRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateRegister 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 784 of The Core Report, financial journalist Govindraj Ethiraj talks to Chakri Lokapriya, Chief Investment Officer at LGT Wealth Management as well as Ajay Rotti, Founder and CEO of Tax Compaas. We also feature an excerpt from our India Energy Week interview featuring Sanjay Khanna, Director (Refineries) with additional charge of Chairman and Managing Director at BPCL.SHOW NOTES(00:00) The Take(04:02) Gold prices cross $5,100 as the relentless rise continues(16:13) Will the markets get the breather they want from the EU FTA?(18:23) Refining major BPCL's safety push for consumers.(24:09) Why tax changes in the Budget seem unlikely.Energy Special with Sanjay Khanna, Director (Refineries) with charge of CMD at BPCLRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateRegister 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
Oil surplus or illusion is the question shaping energy market forecasts for 2026, and this episode explains why the answer may not be what most expect.In this India Energy Week 2026 special episode of The Core Report, financial journalist Govindraj Ethiraj speaks with Energy Expert Anas Alhaji on why forecasts of a massive oil surplus in 2026 may be deeply misleading. Drawing on data, trade flows, and geopolitical realities, the conversation challenges widely cited projections from agencies and financial institutions.The discussion explains why repeated predictions of collapsing oil prices have failed to materialise, despite claims of excess supply. It examines how oil in transit, inventory accounting, strategic petroleum reserves, and shifting global trade routes have distorted the surplus narrative. From Brazil and Kazakhstan to China, Venezuela, and the United States, the episode shows how headline numbers often mask what is actually happening in the oil market.The conversation also looks ahead from an Asia and India perspective. Topics include India's oil imports, sanctions and geopolitics, Russia's role in global energy flows, LNG supply expectations, China's strategic stockpiling, and why energy security is increasingly being driven by strategy rather than market theory.Rather than predicting dramatic crashes or price spikes, this episode offers a grounded view of why oil markets may remain far more balanced than forecasts suggest, and what that means for 2026 and beyond.This episode is essential viewing for anyone tracking global energy markets, geopolitics, and the forces shaping oil prices in the years ahead.Register for India Energy Week 2026: https://www.indiaenergyweek.com/forms/register-as-a-delegate
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