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441 episodes with govindraj ethiraj
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On Episode 674 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Pathak, Research Director at Counterpoint Research as well as Pushan Sharma, Director at Crisil Intelligence.SHOW NOTES(00:00) The Take(04:31) Markets jump again as Trump appears to smoke a peace pipe.(07:04) No GST rate cuts on mobile phones but sales are expected to be strong, picking up on Apple's latest iPhone 17(16:50) This year's monsoons have been excessive and hurt crop production. What should policy makers do next?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 673 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Gupta, Commodity Expert, Suresh Narayanan, former Chairman and Managing Director of Nestle India as well as Apoorva Bajaj, Founder of Edubuk.SHOW NOTES(00:00) Stories of the Day(01:00) The markets return to pre 50% tariff levels as economy appears to absorb shocks.(03:14) Another $20 billion of IPOs could come this year(05:52) How Indian consumers are satiating their appetite for gold despite prices rising to record levels.(10:00) Pressured Indian households will welcome lower prices on items of daily consumption. But household priorities have changed too.(17:22) How a university in the US confirms whether a certificate from an Indian university is a genuine one.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 672 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President, FADA as well as Adam Wolfe, Emerging Markets Economist at Absolute Strategy Research (ASR).SHOW NOTES(00:00) Stories of the Day(01:00) Markets fail to hold onto gains, steel, auto stocks shine(02:52) India is set to outstrip China in oil demand(03:38) Gold hits a fresh high, quick reminder, bullion is up 38% this year(05:10) How auto dealers are happy tax rates are down but they want to be compensated for higher priced inventory(15:40) How Tesla's US market share has hit an 8 year low(17:26) Why foreign investors are selling for more than a decade now and the story from 1998 - 2016. A deep dive discussionhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 671 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Varma, Technical Lead, India at Algorand, Sheetal Sapale, Vice President–Commercial at Pharmarack as well as Ganesan Ramachandran, Managing Director and Lead - Industry Groups at Accenture.SHOW NOTES(00:00) Stories of the Day(01:00) Markets are losing steam but other assets are volatile.(06:31) What the GST rate cut on life saving drugs really means.(11:10) India's new digital personal data protection bill can trigger key changes in handling of data and need for security.(19:38) Agentic AI is a big opportunity. What do employers want from the future workforce? https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
In this Weekend Edition of The Core Report, Govindraj Ethiraj sits down with S Ramesh, former CBIC Chairman, and Krishan Arora, Head of Indirect Tax at Grant Thornton Bharat, to decode India's bold new GST reforms.From slashed rates on food, cars, medicines, and apparel to a tough new 40% slab on luxury goods, GST 2.0 is rewriting the rules of consumption and business. But what does it mean for FMCG, pharma, auto, airlines, and insurance? And how will India tackle the ₹48,000 crore revenue hit, stock transitions, and compliance challenges?What you'll learn:How GST 2.0 reshapes demand across key industriesWhy hidden costs like cess & inverted duties still matterWhat businesses must know about tribunals & disputesThe unfinished agenda: services, ATF, natural gas & moreA sharp, no-fluff breakdown of India's biggest tax reform in years — essential listening for business leaders, policymakers, and anyone tracking the economy's next chapter.(00:00) Introduction(02:20) TAKEAWAYS FROM NEW GST REFORM(08:00) Industry Impact: Passing the Benefits?(11:50) Transition Challenges: Stocks & ITC(14:26) CBIC approach in the past(18:45) Reforms: Appellate Tribunals(20:30) Unfinished Agenda: Services & Exemptions(28:45) The Road Ahead: Next-Gen GSTJoin 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/)Support the Core Report (https://tinyurl.com/Support-the-Core-Report)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 669 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas, Madhavi Arora, Lead Economist at Emkay Global Financial Services as well as Kaushik Sanyal, Managing Director for Data & AI, India at Accenture.SHOW NOTES(00:00) Stories of the Day(01:00) Stocks jump on GST rate cuts, clothing industry gets a shock.(03:13) The big question, will demand and consumption rise because of lower consumption tax?(10:42) The unfinished agenda on GST reform(20:39) More used cases for agentic AI, including in areas you may not guesshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 668 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashant Agarwal, Co-Founder and JMD at Wazir Advisors as well as Paul Hickin, Chief Economist and Editor-in-Chief at Petroleum Economist.SHOW NOTES(00:00) Stories of the Day(01:09) Global bond markets are wobbling again, India gains in anticipation of GST rate cuts(04:13) Why gold prices are set to rise further(06:28) India's services sector continued its strong run, hitting a 15-year high in August on new orders and rising output led by international demand(07:38) Why Indian apparel companies have to go multi global location(11:50) New oil finds in South America are bringing in fresh supply in the face of fresh shifts in demand and supplyhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 667 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre as well as Cameron Johnson, partner at Tidalwave Solutions and a global supply chain strategist.SHOW NOTES(00:00) Stories of the Day(00:41) Market pause(04:33) Bonhomie and camaraderie in Tianjin, now what?(13:05) The new global supply chain dynamics(27:19) Tesla has received only 600 orders since launch in mid Julyhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 666 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Deborah Elms, Head of Trade Policy, Hinrich as well as Rajesh Cheruvu, Managing Director & Chief Investment Officer at LGT Wealth India. SHOW NOTES(00:00) Stories of the Day(00:50) Markets start September on a strong note. Will they hold?(02:12) September rains last longer and higher than average as well (03:35) Have the markets absorbed the tariff shocks, where is the bottom?(11:47) How is Asia navigating the post Trump tariff world?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 665 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Richard Baldwin, Editor in Chief, VOXEU. SHOW NOTES(00:31) A Quick Wrap(09:44) Why Trump's Tariffs Are Unlike Anything Since World War II(13:48) The Myth of Bringing Back Manufacturing Jobs(15:26) Ripple Effects: Cascading Protectionism and Domino Liberalisation(19:46) From Obama to Trump: How America Turned Against Globalisation(27:44) Strategic Tariffs, Supply Chains, and the Weaponisation of Trade(29:40) Why Businesses Must Build Resilience Beyond the U.S. Markethttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 664 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert.SHOW NOTES(00:00) Stories of the Day(00:41) The markets can get it wrong as they did with Trump tariffs.(02:19) Why investors should temper their expectations.(03:20) How much did India really gain from Russian oil imports?(06:18) The markets are digesting tariff tensions.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 663 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhakar Kudva, Director and Principal Officer - Portfolio Management Services at Samvitti Capital.SHOW NOTES(00:00) Stories of the Day(00:50) India braces for tariff bomb. RBI Governor assures support.(07:00) India's oil imports fall year on year and month on month.(09:16) India's hotting surfing destination also hosts a rising fund manager who is pulling in money from the rest of the country.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 662 of The Core Report, financial journalist Govindraj Ethiraj talks to Rama Bijapurkar, Author of ‘Lilliput Land: How Small is Driving India's Mega Consumption Story.'SHOW NOTES(00:00) The Take(05:57) Markets hold up last week..stability ahead.(11:52) India's aspirational middle class is exhausted.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
This weekend on The Core Report: Govindraj Ethiraj sits down with Girish Tanti, Co-Founder & Vice Chairman of Suzlon Group, to trace the unlikely origins of one of India's most iconic renewable energy companies.What began as Girish's unfinished MBA thesis — the bold idea of setting up a wind energy company in India — became Suzlon Energy, a venture that transformed a family textile business into a global green energy pioneer.In this exclusive conversation, Girish opens up about:Early struggles to make wind power viable in IndiaCompeting with global giants in the US & EuropeSurviving crises, including the loss of founder Tulsi TantiRebuilding into a debt-free, sustainability-driven leaderA must-listen for anyone tracking innovation, resilience, and India's green future.(00:00) Introduction(01:35) The Origins of Suzlon(06:35) Building Wind Power in India(07:35) Innovation and Technology at the Core(11:45) Wind Energy and India's Climate Goals(19:00) Global Footprint, Indian Roots(27:45) Digitization In Wind Energy(38:00) India's Wind Potential(43:30) Lessons from the past(54:30) The Future of Energy — Wind & BeyondJoin 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/)Support the Core Report (https://tinyurl.com/Support-the-Core-Report)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 660 of The Core Report, financial journalist Govindraj Ethiraj talks to K Ramakrishnan, Managing Director - South Asia at Worldpanel by Numerator as well as Ashok Malik, Partner at The Asia Group, and former Policy Advisor, MEA.SHOW NOTES(00:00) Stories of the Day(01:19) The markets rise for the 6th straight day(03:30) India is largest underweight market in emerging market investor holdings: Nomura(06:58) How India's rural consumer is buying differently and aspirationally. Exclusive insights from Kantar Worldpanel study.(07:50) Parle is India's most chosen in-home FMCG brand, Surf Excel enters top 5.(20:38) India-US relations have endured long term damage even at this point, will it ever recoverhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 659 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at Crisil Ratings as well as Ananay Jain, Partner at Grant Thornton Bharat.SHOW NOTES(00:00) The Take(04:31) Markets rise for the 5th day on easing tariff fears.(07:29) Government initiates laws to ban real money gaming(16:07) Why are telecom companies raising prices?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 658 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre as well as Chandrima Chatterjee, Secretary General at the Confederation of Indian Textile Industry (CITI).SHOW NOTES(00:00) Stories of the Day(01:27) The markets ride on macro bliss and expectations of a solution to Russian oil.(04:12) India-China relations appear to be on a mend. (10:50) India has cut a 11% import duty on cotton. Will it really help?(19:53) Solar energy has a problem of plenty. https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 657 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO, India, SEA, MEA at CBRE as well as Paul Hickin, Chief Economist and Editor-in-Chief Petroleum Economist.SHOW NOTES(00:00) Stories of the Day(00:50) How a combo tax package is keeping the markets happy(04:13) Corporate earnings on Wall Street continue to surprise(05:58) US trade advisor Peter Navarro wants India to stop acting as a clearing house for Russian oil(14:35) Commercial real estate is on a rollhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 656 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Jain, Deputy Managing Partner at Economic Laws Practice (ELP) as well as Prashanth Agarwal, Partner at PwC.SHOW NOTES(00:00) The Take(06:17) Markets set to benefit from positive cues including GST-led consumption boost.(10:19) GST will be a Rs 40,000 crore + hit to the exchequer.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
India's Plan B: Surviving A 50% US Tariff ThreatWhat happens when US tariffs on Indian goods could hit 50% by the end of August? In this episode of The Core Report Weekend Edition, Govindraj Ethiraj talks to Rahul Mehta from Clothing Manufacturers Association of India and Ajay Srivastava from Global Trade Research Institute about how exporters can survive — and even thrive — in a high-tariff world.
On Episode 654 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director - S&P Global Mobility, India & ASEAN. We also feature an excerpt from Puja Mehra's recent interview with Neelkanth Mishra from our show How India's Economy Works.SHOW NOTES(00:00) Stories of the Day(01:01) Will India join the global stock rally party?(05:45) Why you should not worry about Russian oil(07:52) Should India raise tariff barriers in these times?(18:04) The ethanol blending controversy(28:33) Europe is seeing record temperatures againhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 653 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP at Geojit Financial Services. We also feature an excerpt from our Interview with Abhijit Pegu, co-founder of LW3.SHOW NOTES(00:00) Stories of the Day(00:50) Markets struggle to make up their mind(10:24) Inflation is now 1.55% and food inflation is now deflation(13:19) Decoding 25% tariff impact on companies earnings(16:54) How blockchain helps track down batteries for EVs(22:30) Bangalore, Chennai lead global airport rankings in on time departures for Julyhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 652 of The Core Report, financial journalist Govindraj Ethiraj talks to Viral Desai, Senior Executive Director at Knight Frank as well as Sugandha Sachdeva, Founder at SS WealthStreet.SHOW NOTES(00:00) Stories of the Day(00:50) Markets appear to price in the worst of Trump tariffs as domestic flows stay strong.(07:02) Where could gold prices go?(13:58) A new IT Bill has been passed, with some changes as expected.(15:24) At 1 billion square feet, India is now the world's fourth largest market by area.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 651 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas. We also feature an excerpt from an upcoming episode of How India's Economy Works, where economic journalist Puja Mehra speaks to economist Rajiv Kumar about his latest book.SHOW NOTES(00:00) The Take(05:48) Labour-intensive industries are now panicking though the markets may be fine.(09:23) Trade tensions take the rupee and oil prices down.(10:28) A revised Income Tax Bill is coming, why was it revised and what could it contain?(20:53) A fresh approach to Chinese investment in India.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
In this episode of The Core Report Weekend Edition, we ask the big question — what will it take for India to repair US trade relations? In this high-stakes conversation, leading voices in diplomacy, economics, and foreign affairs unpack the standoff between India and the United States. Is this really about tariffs and trade policy, or is it driven by deeper geopolitical tensions involving Russia, China, and shifting global alliances?Amb Sanjay Bhattacharyya, Former Secretary, MEA, Indrani Bagchi, CEO, Ananta Aspen Centre, and Gaurav Sansanwal, Fellow, India Chair, CSIS, Washington, D.C. join Govindraj Ethiraj to reveal what went wrong, why a near-complete trade deal collapsed, and what moves could still put the relationship back on track.Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 649 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as C S Vigneshwar, President at FADA.SHOW NOTES(00:00) Stories of the Day(00:50) Indian markets bet on a solution to India-US tariff war(04:36) Which sectors are really affected at peak tariff and why?(14:51) Are Indian state owned refiners pulling back on Russian oil?(16:49) Signs of weakness in India's auto market as sales fall but a base effect may be affecting numbers and is there a small car revival?(25:03) And Aamir Khan the actor makes a debut on The Corehttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 648 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda as well as Ayaz Memon, veteran sports journalist and commentator.SHOW NOTES(00:00) Stories of the Day(01:00) Can the stock markets now shrug off the 25% plus 25% tariffs that we are now facing for Indian exports into the US? (07:01) No rate cuts right now says the RBI. Could they come later?(18:59) Exports save the day once again for Indian auto as Bajaj Auto reports record exports in the latest quarter.(19:53) The India-England series has turned the tide for test cricket. What could that mean?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 647 of The Core Report, financial journalist Govindraj Ethiraj talks to Moses Harding John, President & CEO at IndusInd International Holdings Limited, Mauritius as well as Chirag Doshi, Executive Director, LGT Wealth India.SHOW NOTES(00:00) Stories of the Day(01:00) Indian markets have an earnings challenge(03:49) How Wall Street's big brokerages are projecting a 15% fall in S&P500.(05:11) The rupee is close to its record lows, what is keeping it there?(17:14) The Federal Reserve might actually want to cut rates, what does that mean for India and capital flows?(23:56) SAP Labs to add 15k fresh jobs in Bangalore with AI focus.(25:15) Build On Blockchainhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 646 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President at Seafood Exporters Association of India as well as Vaibhav Sanghavi, CEO of ASK Hedge Solutions.SHOW NOTES(00:00) Stories of the Day(00:50) Could the Sensex hit 100,000 by next year?(02:40) The rupee falls despite the dollar index also going down(03:08) Could lower US interest rates send more fund flows to markets like India?(14:11) Oil prices slide again, BP makes a big find off Brazil(15:19) How Indian seafood exporters are trying to cope with new US tariff structureshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 645 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, Chief Executive Officer, Ananta Centre as well as Shankkar Aiyar, veteran economic journalist, columnist and author.SHOW NOTES(00:00) Stories of the Day(00:50) Markets continue to reel from FII selling and weak cues.(05:49) Rising gold demand suggests prices will be stable to high in coming months.(07:36) India will continue to buy Russian oil, for now.(09:27) Where have India-US relations gone so wrong? with Indrani Bagchi.(19:01) India must fix its domestic economy before aspiring for strategic autonomy with Shankkar Aiyar.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 644 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Strategist at Q India UK as well as Ajay Srivastava, Founder at Global Trade Research Initiative.SHOW NOTES(00:00) Stories of the Day(03:24) US latest tariff threats point to failure in negotiations(07:15) Who will get most hurt by the higher tariffs(27:25) India may be suspending oil purchases from Russia for now(28:59) Air passenger growth slows in June, load factor fallshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 643 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder at Equinomics Research as well as Vivek Kumar, Economist at QuantEco Research.SHOW NOTES(00:00) Stories of the Day(01:00) India should brace for 25% tariffs on exports to the US(05:15) Indian markets are up but they have not changed much in the last year(15:37) How India's IT engineers are unable to keep pace with new technology(18:49) Tata Motors could buy European truck maker Iveco in a $4.5 billion dealhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 642 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Jain, Director at Dolat Capital.SHOW NOTES(00:00) Stories of the Day(01:09) A Short Take(04:20) The markets reverse three day losing streak(06:02) Indian IT companies are downsizing, does that make them more attractive as investments?(16:19) India is set to overtake the US in clean energy generation(17:30) Dissenting voices have begun in the US-EU deal, what is the future of all such deals?(18:37) A DeepSeek competitor emerges from China again(19:44) Shailesh Jejurikar to take over as Procter & Gamble global CEO from January 1(20:08) Tesla's amazing financial engineering and the shocking revenue breakuphttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 641 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert.SHOW NOTES(00:00) Stories of the Day(02:41) Oil analysts are predicting more supply in the market which should keep prices stable to low.(03:49) Indian markets are falling even as Wall Street hits records, decoding the latest.(19:52) US and EU announce a deal which are sketchy on details.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 640 of The Core Report, financial journalist Govindraj Ethiraj talks to Pallavi Bakhru, Partner and India-UK Corridor Leader at Grant Thornton Bharat.SHOW NOTES(00:00) The Take(05:00) Uncertain markets brace for fresh IPO supply(06:49) TCS is downsizing, to reduce 2% of its workforce.(08:35) India and the UK have a trade deal. What does it mean beyond cheaper scotch(18:12) The US Federal Aviation Administration says no mechanical issue with Boeing 787 fuel switcheshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with veteran pilots Captain CS Randhawa and Captain Sam Thomas to uncover the deeper truth behind the Air India Boeing 787 crash that killed 260 people.As global media fuels speculation, this conversation goes beyond headlines. Why was only 2 seconds of the cockpit voice recording released? Could an electronic glitch, not pilot error, have caused the crash? Are authorities ignoring critical safety red flags?This deep-dive reveals major gaps in the preliminary investigation, the roles of India's AAIB, DGCA, and the US NTSB, and raises serious questions about Boeing Dreamliner systems.This isn't just an aviation story. It's a high-stakes case of accountability, aviation safety, and what it means for passenger trust worldwide.Don't forget to like, share, and subscribe to The Core Report for in-depth conversations on aviation safety, accountability, and global news. For more expert insights on the Air India crash, Boeing 787 systems, and pilot perspectives, hit the bell icon now. Stay informed with Govindraj Ethiraj and The Core Report.#AirIndiaCrash #Boeing787 #AviationNews #GovindrajEthiraj #TheCoreReport #TheCore
On Episode 639 of The Core Report, financial journalist Govindraj Ethiraj talks you through the top news stories in business. We also feature excerpts from our recent interviews with CS Randhawa, President at the Federation of Indian Pilots (FIP), Captain Sam Thomas, President at the Air Line Pilots' Association and Adosh Sharma, Country Commercial Manager at IKEA India.SHOW NOTES(00:00) Stories of the Day(01:09) Will strong Reliance results shift market mood?(04:53) Chevron to take over Hess as mega oil deal concludes(06:07) In tense times, a Niti Ayog report says India should allow more Chinese direct investment(07:32) The AI171 crash investigation is flailing. What needs to be done next(18:38) IKEA's secrets on what Indian homes wanthttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Adosh Sharma, Country Commercial Manager at IKEA India, about how deep, on-the-ground insights from Indian families are transforming IKEA's approach to design, retail, and sustainability.Learn how Indian living habits, cultural rhythms, and urban realities are reshaping one of the world's most iconic furniture brands — from shifting away from large-format stores to launching smaller neighborhood outlets, prioritizing space-saving furniture, and even using EVs for home deliveries.Highlights include:How IKEA's Life at Home Report is driving its India strategyThe influence of festivals, kids, and sleep on product designWhy IKEA is betting on sustainability and localized retailHow Indian consumers are pushing global brands to rethink everythingIf you're interested in business strategy, consumer behavior, or how India is influencing global retail giants — this is an episode you don't want to miss.0:00- Introduction1.25- IKEA's India Journey: Where It Started and Where It's Headed3.30- Breaking Down IKEA India's Revenue Mix5.45- How Is IKEA Adapting Its Global Model to Indian Homes and Lifestyles?6.35- IKEA's Life at Home report10.00- Retail Strategy, Market Calibration & Long-Term Play12.50- Key Consumer Trends: Style, Family & Small Space Living17.35- IKEA's Unmet Need- Areas of Focus18.33- Pricing Strategy of IKEA's 7000+ Products22.20- Do IKEA's Sales Patterns Follow Real Estate Trends?26.00- IKEA's Services Element29.50- Retail or Institutional: Which Segment Is Growing Faster?33.20- India As A Good Sourcing Place34.20- How IKEA Designs Stay The Same Across The World36.40- IKEA & Its Targets37.18- ConclusionLike, comment, and subscribe to The Core Report Weekend Edition for original, independent business analysis.Check out more on thecore.inSubscribe to our NewsletterFollow us on: Twitter | Instagram | Facebook | LinkedIn | YouTube
On Episode 636 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashvin is the Chief Strategy Officer for Consulting in Deloitte Asia Pacific as well as Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP.SHOW NOTES(00:00) Stories of the Day(05:12) Why IT stocks are pulling the indices down(15:33) A top Sebi official says staggering derivative losses could have gone towards responsible investing and capital formation.(17:50) India has sufficient options for oil imports if sanctions on Russia, Govt.(18:43) US-India trade deal imminent, says Trump again.(19:36) And on AI Appreciation Day, a look at where AgenticAI could change the way companies interact with customers.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 635 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajashree Sarna, Partner, Grant Thornton Bharat as well as Ashish Nanda, President and Digital Business Head at Kotak Securities.SHOW NOTES(00:00) Stories of the Day(00:50) Indian markets in consolidation mode(03:32) First signs of tariff impact on the US economy(08:21) Decoding India's high tax refunds and collections(16:08) Why India's retail traders lose money in derivatives(26:38) And France is considering cutting two holidays to save moneyhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 634 of The Core Report, financial journalist Govindraj Ethiraj talks to Naushad Forbes, Chancellor of Nayanta University and Co-Chairperson of Forbes Marshall. We also feature an excerpt from our extended discussion with Algorand's Technical Lead for India, Nikhil Varma and Anil Kakani, VP and India Head at the Algorand Foundation in our ongoing “Build On Blockchain” Series.SHOW NOTES(00:00) Stories of the Day(01:00) Markets snap four day losing streak(03:06) State owned telecom company defaults on loans with total debt over Rs 34,000 crore(07:31) A Chinese invasion no one saw happen.(08:57) Getting overseas student visas is tough but more options are opening up in India(28:29) Build on Blockchainhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 633 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist, Emkay Global Financial Services.SHOW NOTES(00:00) Stories of the Day(00:41) Indian markets want high frequency algo traders back(03:52) Silver is now the preferred metal, even over gold(04:45) Inflation hits six year low(13:05) DGCA asks airlines to inspect fuel control switches of all Boeing aircrafthttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 632 of The Core Report, financial journalist Govindraj Ethiraj talks to Chirag Doshi, Executive Director, LGT Wealth India. We also feature an excerpt from our recent Weekend Edition interview with Sanjeev Prasad, Managing Director & Co- Head at Kotak Institutional Equities.SHOW NOTES(00:00) The Take(03:43) Have markets completely discounted Trump tariffs?(07:13) India's direct tax collections fall(08:34) HUL has a new CEO and the challenges ahead(16:41) Finding value in the fixed income markethttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
What really caused the Air India Boeing 787 crash in Ahmedabad? In this Core Report Special Edition, Govindraj Ethiraj is joined by experienced airline pilot Captain Sam Thomas, President, ALPA India to break down the preliminary crash report and the unanswered questions behind it.Was it pilot error or a technical system failure? Why did both engines shut down moments after takeoff? And why was the official report released late at night without signatures or clear accountability?This in-depth conversation explores:1) The timeline of the crash and early investigation2) Potential software or FADEC malfunctions3) Pilot protocol in dual engine failure situations4) Why this case is being compared to the 737 MAX incidents5) Whether the Boeing 787 Dreamliner remains safe to flyCheck out more on thecore.inSubscribe to our NewsletterFollow us on: Twitter | Instagram | Facebook | LinkedIn | YouTube
Welcome to The Core Report Weekend Edition with Govindraj Ethiraj. In this episode, veteran market expert Sanjeev Prasad offers an eye-opening take on the growing disconnect between consumer brand valuations and real business fundamentals.We explore:Why popular Indian consumer brands like HUL and Nestlé may be severely overvaluedHow new-age competitors, private labels, and e-commerce are disrupting the consumer landscapeWhat most investors misunderstand about mutual fund flows and return expectationsHow shifts in consumer behavior and distribution are changing growth trajectoriesWhich sectors still offer long-term value in 2025Sanjeev Prasad explains why the old investment playbook may no longer work in a market where sentiment outweighs fundamentals.Don't miss this deep-dive conversation that challenges the prevailing narratives around equity investing in India today.Like, comment, and subscribe to The Core Report Weekend Edition for original, independent business analysis.Check out more on thecore.inSubscribe to our NewsletterFollow us on: Twitter | Instagram | Facebook | LinkedIn | YouTube
On Episode 629 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded.SHOW NOTES(00:00) Stories of the Day(00:50) Markets dip further as Q1 results start rolling in(05:19) Inflation could fall further to 2.5%(05:55) Trump tariff range from 50% to 500%, labour intensive countries most hit(14:24) The delay in releasing information on the Air India Ahmedabad crash has serious consequences(18:11) Heat waves in Europe have killed over 2,300 people in last week's estimateshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 628 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijai Mantri, Co-Founder & Chief Investment Strategist at JRL Money as well as Vibhuti Garg, Director – South Asia at Institute for Energy Economics and Financial Analysis (IEEFA).SHOW NOTES(00:00) Stories of the Day(01:00) Markets look for cues even as Trump announces fresh tariff threats(05:30) Mining and metals giant Vedanta faces an Hindenberg moment with short seller Viceroy(06:51) Why and how India's market regulators have to disincentivse derivatives trading(16:25) Monsoon data is looking good, as is the cropping and agriculture patterns(17:26) Demand for education loans drop as visas get tighter(19:42) India's energy demand has dropped for first time since 2020 and renewable energy including nuclear see big production spikeshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 627 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, VP – Commercial at Pharmarack. We also feature an excerpt from our interview with Sumit Goswami, CEO and co-founder of ARVO, part of our Build on Blockchain Series.SHOW NOTES(00:00) Stories of the Day(00:50) Countries around the world are grappling with the latest Trump tariff salvo(02:07) The markets stage a late recovery(05:19) Cement industry fortunes are looking up(07:54) Food costs are down annually but rising over last month(09:43) Electric vehicle sales jumped last month(11:23) Weight loss drugs are flying off the shelves but there are concerns too(18:57) Build on Blockchainhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 626 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Khattar, Founder at AdvantEdge as well as Prashant Vashisht, SVP and Co-Group Head, ICRA Ltd.SHOW NOTES(00:00) Stories of the Day(01:00) Markets flat as traders calculate tariff impact(05:30) French consulting giant CapGemini to acquire Indian BPO firm WNS in $3.3 bn all cash deal(07:27) Adani enters Ambani territory with a PVC plant, how big is the market?(15:01) The rare earth crisis gets real as EV plants stare at shut downs. Are there alternatives?https://www.investing-referral.com/aff303Check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 625 of The Core Report, financial journalist Govindraj Ethiraj talks to Ravi Hegde, Founding PartnerRHP Partners, Lloyd Pinto, Partner - US Tax at Grant Thornton Bharat as well as Shishir Lagu, Partner – Tax services at KNAV Advisory Inc.SHOW NOTES(00:00) The Take(05:19) Markets set for uncertain week as trade talks inconclusive(06:35) OPEC to hike production further(07:49) India says it won't be held to deadlines on trade deals(11:46) The Jane Street phenomenon and the legal wrangle(22:33) Trump's Big Beautiful Bill, what it means for Indian companieshttps://www.investing-referral.com/aff303Check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
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