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441 episodes with govindraj ethiraj
6 episodes with govindraj ethiraj
2 episodes with govindraj ethiraj
3 episodes with govindraj ethiraj
On Episode 570 of The Core Report, financial journalist Govindraj Ethiraj takes you through the biggest stories in business and manufacturing.SHOW NOTES(00:00) The Take(07:33) US markets roil after negative GDP growth(09:48) GST collections hit all time high in April(11:35) Oil is back around $60 a barrel(14:14) Investors are now selling US corporate bonds(15:53) Two Indian companies including Adani scrap ambitious chip manufacturing plansREGISTER for Accenture's Data and AI WeekListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 569 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for Forex and interest rates at Kotak Securities as well as Pushan Sharma, Director-Research at Crisil Limited.SHOW NOTES(00:00) Stories of the Day(01:00) The markets rise on positive undertone but struggle against border tensions(03:24) The rupee swings wildly hits calendar high even as value of forex reserves jumps(10:22) Build on Blockchain(15:39) India Inc revenue up around 5% for over 400 companies studied by Crisil Intelligence, 1/3rd of companies do well(28:06) US braces for supply shocks as shop shelves could start running empty in weeks now(32:23) China announces more nuclear power generation capacityREGISTER for Accenture's Data and AI WeekListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 568 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President Research & Co- Founder at Counterpoint Research.SHOW NOTES(00:00) Stories of the Day(00:50) Sensex hits a 2025 year high of 80322(02:43) Reliance shares jump as markets rerate stock(04:21) Gold prices moderate as traders await cues from trade talks(08:43) Chinese companies are cutting commission deals with Indian exporters for their orders(19:13) Apple could move a substantial part of iphone production to India. Decoding the moveREGISTER for Accenture's Data and AI WeekListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 567 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, CIO at Q India UK as well as Sachin Gupta, Chief Ratings Officer of CARE Ratings.SHOW NOTES(00:00) Stories of the Day(01:00) Markets run on positive undertone but grapple with uncertainty(12:21) India's forex reserves are rising(15:18) Apple gears to move a big chunk of manufacturing from China to India(16:34) India Inc's balance sheets and credit profiles are in good health (20:47) Amazon sellers are raising prices in the USListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
How to Get an 800+ CIBIL Score & Unlock Better Loan Offers | Bhavesh Jain on The Core Report Weekend EditionWant the best loan offers, lowest interest rates, and VIP treatment from banks?In this episode of The Core Report Weekend Edition, Bhavesh Jain, Managing Director and CEO of TransUnion CIBIL, reveals the real steps to achieve and maintain an 800+ CIBIL score — your gateway to better financial opportunities in India.Hosted by: Govindraj Ethiraj, Founder, The CoreWhat you'll learn in this podcast:✅ How Bhavesh Jain built an 805 CIBIL score — and how you can too✅ Smart credit habits to quickly boost your CIBIL score✅ Mistakes to avoid that hurt your credit rating✅ How timely repayments boost your score✅ India's latest credit, loans, and borrowing trendsPerfect for:1) Young professionals managing their first loans2) MSME owners and entrepreneurs3) Home loan, personal loan, and credit card applicants4) Anyone looking to improve their CIBIL scoreListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 565 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, energy analyst and founder of Vanda Insights.SHOW NOTES(00:00) The Take(01:00) Markets pause after 7 day run(02:10) HUL, Nestle results point to continuing weak signals in domestic economy(06:02) China says no tariff talks(07:10) America wants India to buy more LNG but striking deals involve some navigation as deals tend to be long term and different from oil(20:23) Vietnam's EV car maker Vinfast says India factory will open in June and cars will launch later this yearListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 564 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Jain, Director of Research at Dolat Capital.SHOW NOTES(00:00) The Take(06:26) Indian markets hit their highest levels in 2025(08:57) The rupee takes a mild hit after the dollar strengthens(11:41) The US blinks again on tariffs, markets look up(13:49) Understanding the outlook for IT stocks in a time of volatilityListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 563 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddhartha Khemka, Head - Research, Wealth Management, Motilal Oswal Financial Services Ltd as well as Ashok K Bhattacharya, Editorial Director and columnist at Business Standard.SHOW NOTES(00:00) Stories of the Day(01:09) Markets run up for 6th consecutive day (02:38) Why are Indian markets rising and where could they go?(13:59) Gold prices touch Rs 100,000 per 10 gm in India(15:16) Build on Blockchain(21:12) US meetings in India raises hopes of favourable tariff deal(24:06) US President Trump is going after the Federal Reserve Chairman for not cutting interest rates. What lessons does this hold for India?(34:35) Chinese battery company promises even longer range for a 5 minute charge, beyond BYD's claim last monthListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 562 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, Founder & CEO at Vanda Insights as well as G.R Senthilvel, Secretary of Tirupur Exporters and Manufacturers Association.SHOW NOTES(00:00) Stories of the Day(01:00) The markets begin the week with a bang(05:29) Gold hits fresh high, dollar is down(07:35) Oil price volatility is making it difficult to project outlook(16:32) Garment exporters want to exploit 90-day tariff pause but find it tough to freeze pricing with US importers(24:41) China sends back ordered 2 Boeing aircraft, Air India and Malaysian Airlines reach out to Boeing to buy themListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 561 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Khattar, Founder at AdvantEdge.SHOW NOTES(00:00) The Take(09:09) Markets see best weekly run in four years(11:37) Oil markets experience extreme volaitlity(13:35) Global trade uncertainty is pushing investors towards consumer facing stocks.(15:30) Maruti Suzuki Chairman says India cannot grow if it hides behind tariff walls(18:08) What is the future for electric vehicles?Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
In this conversation, Govindraj Ethiraj speaks with Santosh Iyer, Managing Director & CEO of Mercedes-Benz India, about the EV push and 8 percent penetration in India's luxury segment, Localisation strategy and the 30 percent made-in-India milestone, Why Gen-Z, salaried professionals, and women are driving luxury demand, and much more.This episode offers a rare inside look into how the iconic three-pointed star is navigating transformation, technology, and consumer change in India's evolving automotive landscape.Chapters:(00:00) Introduction(01:50) Santosh Iyer's early career(03:40) Early days at Mercedes-Benz(04:30) Investing in Future Tech(06:04) The changes in the India strategy(07:35) The perception of Mercedes-Benz(09:35) Appeal to the younger generation(11:03) The Mercedes-Benz India business strategy(13:26) The manufacturing model(15:45) Waiting times and imports(17:34) Top selling cars(19:25) Manufacturing, supply chains, Localisation(23:54) Popularity of SUVs, Diesel(26:40) EVs sales(29:30) Mercedes-Benz as an EV brand(34:00) Petrol car vs EV car(37:00) Market growth and demographic shift(42:00) The Mercedes-Benz customer(46:30) Mercedes-Benz GCCListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 559 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas, Sheetal Sapale, VP Commercial at Pharmarack as well as K Venkatachalam, Chief Advisor at TASMA.SHOW NOTES(00:00) Stories of the Day(01:00) The Sensex has rallied over 3,000 points in 3 sessions (06:24) Angel tax returns in a new avatar as Income Tax services notices on companies on foreign investments(16:48) Parents are putting oral rehydrating salt packs in their children's backpacks and India's pharma industry is benefiting(25:24) Why Indian textile manufacturers want cheap imports of viscose staple fibre from ChinaListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 558 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President of Seafood Exporters Association of India as well as Aditi Nayar, Chief Economist, Head - Research & Outreach at ICRA.SHOW NOTES(00:00) Stories of the Day(01:00) India beats tariff tantrums, becoming first global market to do so(03:59) Morgan Stanley cuts December Sensex target to 82,000, still 7% above current(07:38) Inflation is down to 5 year low, will it hold?(16:33) The International Energy Agency joins OPEC in slashing oil demand forecasts(18:19) How tariff tussles are have upended the lives of India's shrimp and seafood exporters(32:18) Build On BlockchainListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 557 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, SVP-Research Analyst (Media, Consumer Discretionary, and Internet) at Elara Capital as well as Poorvi Chothani, Founder and Managing Partner at LawQuest.SHOW NOTES(00:00) Stories of the Day(01:00) Markets digest fresh round of tariff volatility(04:00) OPEC cuts global oil demand growth targets. Why(05:35) Goldman Sachs sets gold for $4,000 in a year(08:27) The big changes in India's advertising landscape(20:12) India has only one airport in Global Top 50 at 32(21:51) US bound, why you should pay careful attention to what this immigration lawyer is saying?Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 555 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded.SHOW NOTES(00:00) The Take(07:14) Markets flip flop as they settle down for extended trade wars.(09:35) Gold prices shoot to fresh highs, dollar dips again.(11:35) Crude oil prices edge up on US threats to Iran.(11:49) Asia and the Trade WarsListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Rashesh Shah, Chairman of the Edelweiss Group, for a deep dive into entrepreneurship, leadership, India's evolving financial markets, and the mindset required to build and sustain a long-term business in a volatile environment.From marathon running to managing energy in a high-growth organization, Rashesh shares hard-earned insights on resilience, adaptability, and financialisation in India. He discusses the evolution of India's equity and credit markets, the role of regulation post-ILFS, and why long-term vision beats short-term prediction when investing in India.Perfect for: Entrepreneurs | Investors | Business leaders | Finance professionals | India growth watchersListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 554 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert.SHOW NOTES(00:00) Stories of the Day(00:50) Global markets rejoice on 90-day tariff pause, take stock(02:58) TCS net profits are down as revenue touches Rs 2.59 trillion(04:51) Why bond markets and not stock markets can destroy fortunes and Governments(20:03) Global commodity prices are crashing(22:17) Microsoft is pulling out of data centresListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 553 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Hickin, Chief Economist and Editor-in-Chief at Petroleum Economist as well as Dipti Deshpande, Principal Economist at Crisil limited.SHOW NOTES(00:00) Stories of the Day(00:50) Indian markets hold out once again(05:33) Fear of owning US treasuries grips global bond traders(07:57) Oil prices are now around $60 a barrel, what could happen?(16:57) Reserve Bank governor is grilled on rupee even as Chinese Yuan continues to slide(18:24) RBI lowers growth forecasts for the year to 6.5% from 6.7% Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 552 of The Core Report, financial journalist Govindraj Ethiraj talks to Professor Leon Laulusa, Executive President and Dean of ESCP Business School.SHOW NOTES(00:00) Stories of the Day(01:00) The markets recover as bargain hunters return to focus on positive Indian data(05:07) Goldman Sachs projects an extreme oil scenario of $40 a barrel(06:19) US CEOs find their voice and rail against tariffs(07:28) MBA in the time of tariffs, views from a top French business school(18:18) Indian CEO salary hits Rs 10 crore despite all the turmoil(19:18) Heatwaves are increasing in India and elsewhere in the worldListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 551 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, Managing Director at CR Forex.SHOW NOTES(00:00) The Take(05:00) Indian markets fall around 3% in biggest drop in 10 months, fare better than most major global indices(05:46) US stocks whacked for the third day, S&P 500 enters bear territory(06:56) Oil prices fall, India raises taxes(10:25) The US Dollar's journey and its impact on other currencies and outlookListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Title: US Stock Markets See $6 Trillion Rout In 2 DaysDescription: On Episode 550 of The Core Report, financial journalist Govindraj Ethiraj talks to Steven A. Altman is a Research Assistant Professor in the Department of Management and Organizations at the New York University Stern School of Business.SHOW NOTES(00:00) The Take(08:41) US stockmarkets see a $6 trillion rout in 2 days, or 1.5 times Indian market capitalisation(12:01) Why gold prices are strong but silver is falling(13:14) Crude prices crash to $65 a barrel(14:12) Can India increase its market share of global trade?Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Ved Mani Tiwari, CEO of the National Skill Development Corporation (NSDC), to explore how India is tackling one of its most pressing challenges — skilling its massive, young workforce. With 56 crore Indians already in the workforce, and millions more set to join in the coming years, NSDC is on a mission to build a future-ready India. Whether you're a student, a job seeker, or just curious about the future of work — this episode is packed with insights.
On Episode 548 of The Core Report, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, Politics Economy Analyst & Author, Ajay Srivastava, Founder at Global Trade Research Initiative and Dr Viranchi Shah, Former National President and Spokesperson at the Indian Drug Manufacturer Association.SHOW NOTES(00:00) Stories of the Day(01:00) Indian markets battle tariff headwinds even as US markets see $1.75 trillion rout(04:37) Gold prices hit fresh highs on tariff announcements and fresh bouts of uncertainty(05:26) Oil prices fall below $70 a barrel, output to go up further(06:50) Decoding the impact of tariffs on India and piecing together what its strategy should beListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 547 of The Core Report, financial journalist Govindraj Ethiraj talks to Mohit Makhija, Senior Director at Crisil Ratings. We also feature an excerpt from our recent interview with RS Subramanian, Senior Vice President (South Asia) at DHL Express.SHOW NOTES(00:00) The Take: The Trump Tariff Breakdown(05:38) Markets Rebound As They Brace For Tariffs(11:31) Car companies hike prices as demand continues to be tepid(13:24) India is seeing a bond buying frenzy ahead of a rate cut(14:22) Why India's Cables & WIres sector is seeing massive growth and investmentsListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 546 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Puri, Chairman and Founder at ANAROCK as well as Jamal Mecklai, CEO at Mecklai Financial.SHOW NOTES(00:00) The Take(04:50) Markets reel from impending tariffs on Indian exports and macro shifts(05:57) Gold hits fresh record high(11:10) India's residential real estate deals slow down but commercial is on sound footing(24:05) Will tariff wars accelerate de-dollarisation?(32:44) Airline cargo, passenger airline growth figures slow in FebruaryListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 545 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist, Emkay Global Financial Services as well as Aditya Valiathan Pillai, Visiting Fellow at Sustainable Futures Collaborative.SHOW NOTES(00:00) Stories of the Day(01:09) Markets crackle in slog overs to close last financial year in positive(02:14) Gold hits a fresh record high, up 37% in last financial year(05:50) Credit card spends fall to a 7-month low of ₹1.67 trillion in February(08:37) Tariffs will hit tomorrow, how should India be thinking about them going ahead?(18:36) Fresh predictions on a hot April and summer. How should private and Government sectors be approaching this?Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
He built India's first data centre when the term didn't even exist. Today, he's powering the AI revolution.In this special episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Sharad Sanghi, founder of NetMagic and CEO of NEYSA, about the evolution of India's data centre industry — from server closets in the early 2000s to AI-powered hyperscale campuses today.What you'll learn in this episode:1. How India's first data centre was built2. Why Mumbai is the data centre capital of India3. The pivotal role of banks, hyperscalers, and AI in industry growth4. How power, fibre, and cooling define modern data centres5. Sharad's vision for democratizing AI with NEYSAA must-watch for anyone interested in tech infrastructure, enterprise IT, AI adoption, and the future of cloud services in India.Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 542 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, veteran investor and market analyst as well as Ajay Srivastava, Founder of Global Trade Research Initiative.SHOW NOTES(00:00) Stories of the Day(01:09) Markets survive a fresh volley of tariff fire(03:29) How FIIs continue to drive sentiment and price movements(14:29) Goldman raises its year end gold price target to $3,300(16:56) India is now facing tariff impact on auto, auto components, steel and aluminium from the US. What's next?(26:06) Indian media and entertainment industry revenues fell 3% last year even as Digital advertising in 2024 grew 17 per cent to Rs 70,000 crore, which was 55 per cent of total Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 541 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Suresh Itapu, Chairman of the Soy Food Promotion and Welfare Association (SFPWA) as well as Himanshu Parekh, Partner and Head of Tax (West) at KPMG Assurance & Consulting Services LLP.SHOW NOTES(00:00) The Take(04:41) Markets retreat as tariff fears reign once again. FII buying at $2 billion in four days.(07:44) The Rupee continues to rise towards the year end(10:34) Why India's soy makers would welcome America's reciprocal tariffs on soybean and thus lower import duties in India(18:46) A 6% equalisation levy or Google tax is set to go, what does it meanListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 540 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Gupta, Senior Director and Deputy Chief Ratings Officer, Crisil Ratings Limited. We also feature an excerpt from our recently released Business Books Edition featuring author and entrepreneur K Ganesh.SHOW NOTES(00:00) Stories of the Day(01:00) Markets halt their rally but hold in positive despite fresh tariff threats and Asian weakness(02:54) Tariffs are back on the table and gold is strengthening again(03:33) Oil prices start inching up on threat of US tariff on Venezuelan crude. Shell unveils major gas targets(05:36) In unusual phenomenon, India's cement industry is seeing acquisitions at a per tonne cost lower than greenfield projects(15:30) A story of disruption, from the days of the personal computer, with K GaneshListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 539 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist and Executive Vice President at Elara Securities (India) as well as Anindya Banerjee, Head of Research for Forex and Interest Rates at Kotak Securities.SHOW NOTES(00:00) Stories of the Day(01:08) The stockmarkets pull back their entire 2025 losses(04:43) The Rupee gains for ninth session, recovers 2025 losses(05:49) Understanding the dramatic turnaround in the Rupee, the best performing Asian currency this month(12:23) What is changing in the backdrop to the Indian economy that is changing the outlook as well?(21:15) Private capital expenditure's share in the overall investments in the economy dipped to a decadal low of 33 per cent in FY24(23:14) And the one area where the US may not impose tariffs - eggs, which are running outListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 538 of The Core Report, financial journalist Govindraj Ethiraj talks to Nilesh Shah, Managing Director at Kotak Mahindra Asset Management Company as well as Shankhadeep Mukherjee, Principal Analyst at CRU.SHOW NOTES(00:00) The Take(05:38) The stock markets were up 3,000 points last week, on a strong holding pattern(07:33) Rupee is strong, forex reserves hit 3 month high(08:07) Iraq, 2nd largest OPEC oil producer, to hike output too(09:51) India's bottom of the pyramid needs more institutionalised investment options, Kotak Mutual Fund(27:49) India wants to impose a 12% duty on steel imports, where could that go?Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 536 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President (Commercial) at Pharmarack as well as Sumit Mitra, CEO at Tesco Business Solutions.SHOW NOTES(00:00) Stories of the Day(01:00) The markets are on a strong wicket, add another 899 points(01:59) Wall Street takes solace from Federal Reserve comments on the transitory impact of inflation in the US(03:03) The rupee is on best winning streak since January 2024(03:51) Lifestyle diseases see new launches in weight loss even as other categories grow(13:53) Newer GCCs like McDonalds are coming to India, even as older ones like Tesco complete over 20 yearsListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 535 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Bajaj, CEO & Co-Founder at CloudExtel as well as Randheer Singh, CEO ForeSee Advisors and former Director E-Mobility, NITI Aayog.SHOW NOTES(00:00) The Take(07:43) Midcaps clock best day in 9 months(09:51) Gold prices once again hit fresh highs, rupee strengthens further(13:02) Remittances from US and UK overtake Gulf(14:44) India set to impose higher tariffs on steel imports, stocks rise(16:13) Where and how do we really need satellite broadband in India?(25:38) Can game changing fast charging cars come to India soon, after Chinese car company BYD's 5 minute and 400 km charging announcementListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 534 of The Core Report, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, Veteran Market Expert as well as Safi Ahsan Rizvi, Advisor at the National Disaster Management Authority (NDMA).SHOW NOTES(00:00) Stories of the Day(01:09) Markets build on its relief rally as bottom fishing kicks off(02:36) Julius Baier downgrades US equities, eyes China & India stocks(10:24) British bank Barclays infuses Rs 2,300 crore into Indian arm in bid to expand play(12:02) China blasts Li Ka Shing conglomerate for “spineless groveling” to US pressure and agreeing to sell Panama Canal to US, among 43 ports(13:43) A Chinese car battery that can be charged in 5 minutes to drive 400 km could be a game changer(16:30) How is India preparing for heat waves for lives and livelihoodsListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 533 of The Core Report, financial journalist Govindraj Ethiraj talks to Surendra Mehta, National Secretary at the Indian Bullion & Jewellers Association as well as Amit Prothi, Director General at the Coalition for Disaster Resilient Infrastructure (CDRI).SHOW NOTES(00:00) Stories of the Day(01:00) Markets edge up even as prominent IPOs get hammered.(02:18) Trump has wiped out an India's entire market capitalisation on Wall Street, at close to $5 trillion(06:05) Why it makes sense to buy gold in India and not Dubai(15:40) Computer programming jobs are disappearing at a dramatic rate in the US(16:38) Building resiliency in climate change, in telecom infrastructureListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 532 of The Core Report, financial journalist Govindraj Ethiraj talks to Deepak Jayaraman, leadership coach and host of the podcast Play To Potential. We also feature an excerpt from our Weekend Edition interview with Y S Chakravarti, Managing Director and CEO at Shriram Finance.SHOW NOTES(00:00) Stories of the Day(00:50) Why retail investing can be dangerous(07:30) Gold prices hit an all time high on continued uncertainty(09:37) Why do we get messages offering us loans even if we don't want them?(15:00) The China Xi Put, why China is an increasingly attractive market for investors(17:38) How should CEOs and business leaders approach this era of tariff uncertaintyListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 530 of The Core Report, financial journalist Govindraj Ethiraj talks to Ketan Dalal, founder of Katalyst Advisors and former Managing Partner (West) and Joint Tax Leader of PwC India.SHOW NOTES(00:00) The Take: Cooked In Washington and Served in India(05:29) The stock markets struggle against headwinds(06:26) Inflows into Mutual Funds fall to 10-month low(07:16) Retail inflation down to 7-month low of 3.6%(10:18) What should India do on capital gains tax?(24:26) Does the US Commerce Secretary understand Commerce, asks the WSJ?Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 529 of The Core Report, financial journalist Govindraj Ethiraj talks to Sumit Jain, Deputy CIO at ASK Investment Managers Private Limited as well as Karan Taurani, Senior Vice President - Research Analyst (Media, Consumer Discretionary & Internet) at Elara Capital.SHOW NOTES(00:00) Stories of the Day(01:09) Can The Sensex Hit 105,000 by December 2025(03:33) Going back to the 101 of investing and stock picking(15:36) Oil prices are holding around $70(17:24) Musk partners Airtel to bring internet service even as Tesla car sales crash globally.(18:33) What does Reliance Retail's downsizing mean for the industry?Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 528 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Officer (CIO) at Q India UK (affiliate of Quantum Advisors India) as well as Vikash Agarwalla, Managing Director and Partner at Boston Consulting Group (BCG).SHOW NOTES(00:00) Stories of the Day(01:00) The US is headed into recession and India into recovery(03:36) Why India stands to pull in more FII flows(14:21) Inflation could go below 4%(17:27) Oil prices continue to hold around $70(17:58) Don't ask for Tax Cuts, we will bring down your logistics costs, says India's transport minister(20:01) A new pharma research and manufacturing sector is opening up in India and can grow if we get it rightListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 527 of The Core Report, financial journalist Govindraj Ethiraj talks to Dhairyashil Patil, President of the All India Consumer Products Distributors Federation (AICPDF).SHOW NOTES(00:00) The Take(04:50) The markets saw their best week in three months, where will they go next?(07:50) The dollar is weak and the rupee is steady(08:20) Large gold shipments continue to move around the world on fear of US import tariffs(10:17) Why are Indian consumer product distributors taking quick commerce companies to the competition commission?(21:51) And Bill Gates recommends this for fighting food shortagesListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
AI is reshaping the future of consumer goods, logistics, and quick commerce. In this conversation, Govindraj Ethiraj speaks with Suresh Narayanan, Chairman & MD of Nestlé India, about how AI is helping companies optimize supply chains, demand forecasting, procurement, and distribution.From reducing logistics costs by 500 million rupees to using AI for better coffee and cocoa price predictions, this discussion reveals how AI-driven predictive models are changing the game for businesses and consumers alike.(00:00) Introduction(01:50) How AI can help utilise all the data of consumer companies(03:30) The data and forecasting in coffee(05:43) The value of AI should be before it leaves the factories(08:18) AI and crop estimates(10:05) importance of data integrity(11:00) Logistics, delivery, and offtake cycles(13:21) Stocking and AI predictive(15:49) Quick commerce(17:55) Optimise volume business to pay for disaggregated business(19:46) Understanding the consumer space(21:30) Category wise consumer trends(22:44) Premiumisation for Nestle(24:00) What Nestle stands forAI is revolutionizing supply chains, logistics, and quick commerce. Watch our exclusive conversation with Suresh Narayanan, Chairman & MD of Nestlé India, on how AI is optimizing demand forecasting, procurement, and distribution.Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 525 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder, Equinomics Research & Advisory Pvt Ltd as well as C S Vigneshwar, President, Federation of Automobile Dealers Associations (FADA).SHOW NOTES(00:00) The Take(03:43) Markets continue their upward rise on lower oil prices(15:01) The RBI could tighten norms for lending against gold in sign of overheated market.(15:57) Auto sales are falling as customers postpone decisions and financiers tighten their pursesListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 524 of The Core Report, financial journalist Govindraj Ethiraj talks to Chandrakant Lahariya, Consultant Physician and Founder- Director Foundation for People-centric Health Systems (FPHS) as well as Prabhu Dhamodharan, Convenor at the Indian Texpreneurs Federation.SHOW NOTES(00:00) The Take(04:41) The markets stage a smart rebound. Will they hold(07:17) Reliance Retail's valuation is half of what it had raised funds two years ago as company embarks on cost cuts(09:46) How India's apparel export industry hopes to benefit from the latest tariff war(19:13) India's obesity levels are rising and why that is an issue individuals and organisations should be talking aboutListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 523 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Arunabha Ghosh, CEO, Council on Energy, Environment and Water (CEEW).SHOW NOTES(00:00) Stories of the Day(01:00) Markets on standby as tariff bombs start dropping(03:12) Oil prices are sliding down now even as gold prices look up(04:27) Trump friendly WSJ calls tariffs the dumbest move for whacking friends not adversaries(06:17) Warren Buffet says Trump moves against Canada and Mexico are act of war(09:03) Amazon to invest in data centre in India(10:17) How ready is India for extreme temperatures in March?Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 522 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, veteran market analyst as well as Captain Sam Thomas, President of the Airline's Pilots Association of India (ALPA).SHOW NOTES(00:00) Stories of the Day(00:50) Markets on pause as more tariff bombs start flying(14:26) Why does the Government like gold?(16:19) FDI into India has fallen in the last quarter(17:23) India manufacturing slows even as China picks pace(20:43) Are airlines not hiring pilots from each other?Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 521 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda as well as Ajit Velonie, Senior Director at CRISIL Ratings Ltd.SHOW NOTES(00:00) The Take(05:38) Can Indian markets recover from this drubbing?(09:53) India's GDP last year was now 9.2%. It has emerged even as GDP for the third quarter rises(11:13) Outlook for the economy amidst strong agricultural demand (20:38) Will lower risk weightages boost consumer loans and thus demand in the economy?Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Harsh Mariwala, Chairman of Marico, to discuss his incredible journey of building one of India's most successful consumer goods companies. Discover how his passion for innovation and entrepreneurship transformed Marico into a market leader with iconic brands like Parachute and Saffola.SHOW NOTES(00:00) Introduction(01:35) Innovation at Marico(05:20) Innovation in Parachute(07:30) Coconut oil Bottles and Reducing Plastics(11:43) Innovation in Saffola and being a leader in oats(13:48) Differentiation and technology(15:43) Facilitating Organisations and creating business opportunities(20:08) D2C brands and Growth Avenues(25:36) Multinationals v Local Players(28:33) How the name ‘Parachute' came about(30:05) Companies that are exemplary currently(33:00) Entrepreneurs and Talent(35:27) Business problems today and disruptions(38:00) US marketsListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
This week on Hafta, Newslaundry's Abhinandan Sekhri, Manisha Pande, Raman Kirpal and Anand Vardhan are joined by Supreme Court advocate Mihira Sood and journalist Govindraj Ethiraj.The panel discusses the implementation of the Uniform Civil Code in Uttarakhand. Mihira says, “There are many peculiarities of the law, but the strangest is that registration of live-in relationships is more cumbersome than a marriage…The penalty for not registering a marriage is nothing, but the penalty for not registering a live-in relationship can be imprisonment.” Commenting on the backlash to inter-faith relationships in the state in the recent past, Manisha adds, “What we know from newspaper reports is that registrations will be scrutinised by the Bajrang Dal…What the Uttarakhand government wants to do here is just police people who are living together.”On the new budget announced for 2025-26, Govindraj says there's “nothing really landmark” in the budget but the “benefits offered to the middle class are a good thing”. “It is correcting a problem of the recent past – the pressure of inflation on households and incomes not growing as they did before,” he says.The panel also discusses the continuing depreciation of the rupee against the dollar, and the ‘unease' of doing business in India. This and a lot more. Tune in!We have a page for subscribers to send letters to our shows. If you want to write to Hafta, click here. Check out the Newslaundry store and flaunt your love for independent media. Download the Newslaundry app. Contribute to our latest NL Sena here.Timecodes00:00:00 - Introductions and announcements 00:02:12 - Headlines 00:13:37 - Uniform Civil Code00:44:08 - ‘Unease' of doing business00:49:57 - Budget 01:11:05 - Depreciation of the Rupee01:23:27- Letters01:45:00 - Recommendations Produced and recorded by Priyali Dhingra and Ashish Anand, edited by Hassan Bilal. This episode is outside of the paywall, just for the week and just for you. Before it goes back behind the paywall, why not subscribe? Get brand-new episodes of all our podcasts every week, while also doing your bit to support independent media. Click here to subscribe. Hosted on Acast. See acast.com/privacy for more information.
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