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745 episodes with govindraj ethiraj
7 episodes with govindraj ethiraj
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3 episodes with govindraj ethiraj
AI could unlock India's digital economy and help make Indian companies smarter and more profitable. In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Akhilesh Tuteja, Partner & National Leader, Clients and Markets, KPMG India about AI in India, language AI, and how it could reshape India's digital economy and business growth.Artificial intelligence is transforming industries worldwide, but India may have a unique advantage. With a large population, diverse languages, and a growing startup ecosystem, it could unlock massive economic opportunity. Language AI could unlock India's digital economy by bringing millions of non English speakers into the digital ecosystem. Much of the internet today is still dominated by English content, leaving many Indians disconnected from the full benefits of the digital world. With AI powered translation, voice interfaces, and mobile first technologies, language AI could dramatically expand access and accelerate the growth of India's digital economy.The discussion explores how AI could make Indian companies smarter and more profitable by improving productivity, enabling faster decision making, and helping enterprises innovate at scale. From AI powered customer insights and hyper personalisation to automation, document processing, and enterprise intelligence, artificial intelligence is already changing how Indian businesses operate.The conversation also explores the future of India's IT services industry, the role of startups and innovation ecosystems, and why AI may initially disrupt markets before creating even greater value. Key topics in this episode:a) AI in Indiab) Language AIc) India digital economyd) Artificial intelligence in businesse) Productivity and innovation with AIf) AI startups Indiag) AI impact on IT services industryTimestamps:(00:00) Introduction(01:30) AI as a Gift and a Curse: The Paradox of Scale(03:12) Three Categories of Enterprise AI: Efficiency, Intelligence, and Growth (04:12) Hyper-personalisation in Retail: Customising Physical Products on the Fly (05:15) The Language Promise: Breaking Digital Boundaries for 90% of Indians (06:35) Why AI Might Destroy Value Before Creating $1.7 Trillion (09:12) The Future of IT Services: Legacy Debt and the Jevons Paradox of Code (12:25) India's Innovation Ecosystem: From Incubation Hubs to AI ApplicationIf you found this conversation on AI in India, language AI, and India's digital economy useful, don't forget to like the video, share it with others interested in artificial intelligence and business, and subscribe for more deep conversations on technology, economics, and the future of business.
On Episode 818 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashima Tyagi, Economics Associate Director, Pricing & Purchasing at S&P Global Market Intelligence as well as Amit Pabari, Managing Director at CR Forex. We also feature an excerpt from our Weekend Edition conversation with Chintan Haria, Principal Investment Strategist at ICICI Prudential Asset Management Company Limited.SHOW NOTES(00:00) Stories of the Day(00:50) The most severe shock to energy markets since the 1970s(01:53) Indian markets recover from a fresh round of hammering as oil stabilises(06:26) Investing strategy in a shifting asset class time(08:26) Where could the rupee go next ?(14:13) Analysing demand and supply in India's steel industryFULL INTERVIEW with Chintan HariaRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 817 of The Core Report, financial journalist Govindraj Ethiraj talks to Sourav Mitra, Partner – Oil & Gas at Grant Thornton Bharat as well as Saugata Bhattacharya, Member of the Monetary Policy Committee at Reserve Bank of India.SHOW NOTES(00:00) The Take(04:41) Why oil prices are the most critical indicator to watch this week.(07:58) Between oil and gas, how will India cope in the coming weeks?(15:46) A global shortage of capital will affect economies like India. What could come next? Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Best Investment Strategy for 2026 Market Uncertainty | How to Protect and Grow Wealth in Uncertain Markets — In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Chintan Haria, Principal Investment Strategist at ICICI Prudential Asset Management Company Limited, about how investors should think about investment strategy in 2026 as markets face rising uncertainty across geopolitics, trade tensions, commodities, inflation, global debt, and shifting capital flows.As volatility returns and the easy gains of recent years fade, investors everywhere are asking the same question: how do you protect and grow wealth in uncertain markets? In this conversation, we explore where to invest in 2026, how to build a resilient portfolio, and why asset allocation may matter more than stock picking alone.From stocks, gold, silver, fixed income, and hybrid funds to sector rotation, commodities, global markets, and India's economic growth, this episode provides a clear framework for navigating market volatility and investment decisions during uncertain times.Govindraj Ethiraj and Chintan Haria discuss the best investment strategy for 2026 market uncertainty, why protecting capital is critical in volatile markets, and how investors can think about portfolio diversification, wealth creation, and long-term investing. The discussion also covers India vs global investing, investor behaviour, sector opportunities, and the importance of disciplined asset allocation.Key topics covered in this episode include:(00:00) Introduction(01:20) Has Investment Strategy Really Changed in 2026?(03:48) Post‑COVID Euphoria Fades, New Cycles Emerge(06:00) Metals, Turbulence and Rethinking Portfolio Strategy (07:56) Sector Rotation and the IT Conundrum(12:02) Retail Investors Now Shape Market Behaviour(16:30) How ICICI AMC Applies Strategy Across Funds(19:10) Tracking the 650‑Stock Portfolio(20:30) India's Market Depth and New Listings(21:50) Capital Formation vs IPO Frenzy(23:25) The Next Wave of Emerging Themes(25:38) India's GDP as the Market's North Star(28:29) Stock Picking in a Fast‑Shifting Economy(29:58) Commodity Cycles and Marginal Cost of Extraction and Mining(31:30) Staying Calm Through Turbulent Markets(34:32) Global Money Printing and the Reset Ahead(38:20) Beyond SIPs: Hybrid Funds for Volatile Times(39:40) Fear vs Greed: What Drives Markets Today?With markets increasingly shaped by global debt, geopolitical tensions, and commodity cycles, this episode offers insights for investors looking to navigate volatility, build resilient portfolios, and make smarter investment decisions in 2026 and beyond.Whether you are a professional, investor, entrepreneur, or someone interested in business, finance, markets, and wealth creation, this episode of The Core Report will help you understand how smart investors approach uncertainty and long-term investing.Watch till the end for an important insight: fear in markets can create opportunity, but disciplined asset allocation remains the foundation of successful investing.Subscribe to The Core Report for more conversations on business, markets, economics, investing, and the forces shaping India and the global economy.
On Episode 815 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA as well as Sehul Bhatt, Director at CRISIL Limited.SHOW NOTES(00:00) Stories of the Day(01:09) Markets jump in best session in over a month(05:24) Why India has to brace for a gas shock.(12:17) India imported $98.7bn worth of goods from West Asia in 2025, making the region a critical supplier of energy, fertilisers and industrial inputs.(14:05) Airlines including Air India are adding long haul capacity to ease backlogs.(15:44) Why February was a bumper month with 25% growth for Indian car makers.(23:23) Indians account for more than 20% of Dubai property purchases by foreigners. Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 814 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bhalotia, General Secretary of All India Rice Exporters Association (AIREA) as well as Sudhir Sethi, Founder and Chairman at Chiratae Ventures. SHOW NOTES(00:00) Stories of the Day(00:50) LNG gas supply crunch builds up as Indian importers declare a formal force majeure(03:31) Markets take a fresh knock but still doing better than expected(07:43) India's basmati exports are blocked from going to the West Asia(14:49) India has major AI ambitions. Where will the funding come from?Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 813 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Amit Goenka, Founder, Chairman and Managing Director at the Nisus Finance Group (NiFCO). SHOW NOTES(00:00) Stories of the Day(01:09) Gas supplies to critical industries like fertiliser and power will see cuts as Qatar shuts production(02:27) The amazing US argument for exporting its LNG to other countries.(07:41) Brent crude futures have hit $85 a barrel(08:56) How a strong dollar is keeping gold, silver in check(10:26) Flights into and out of the Emirates have resumed but only sporadically suggesting travellers have a longer wait ahead(11:22) Freight Rates have gone up Significantly(12:03) Why real estate funds are becoming popularRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 812 of The Core Report, financial journalist Govindraj Ethiraj talks to Shajikumar Devakar, Co-Founder & CEO at Neo Wealth Management, as well as Ajay Kedia, Director at Kedia Advisory.SHOW NOTES(00:00) Stories of the Day(00:50) Markets take a beating on war tensions but seem to have avoided the worst, for now(04:37) Indian carriers are second most affected even as thousands of passengers continue to be stranded in West Asia(05:05) What are ultra high networth investors doing at a time like this?(11:54) Prices of commodities including oil spike, where could they go nextRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 811 of The Core Report, financial journalist Govindraj Ethiraj talks to George Koshy, CEO of LetsSolv as well as Vivek Kumar, Economist at QuantEco Research.SHOW NOTES(00:00) The Take(05:44) Dalal Street on weak footing post US-Israel attack on Iran(07:51) A new GDP series is out and last quarter growth is at 7.8%. What changes?(16:34) The Emirates are pulling out all stops to make tourists and passengers feel safe(22:27) OPEC is raising oil output in anticipation of supply challenges: Macro impact on India.(24:26) New SEBI Notification on Gold and Silver(25:24) February GST CollectionsRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
How is Chevron India's Bengaluru tech hub powering global energy operations?In this episode of The Core Report, Govindraj Ethiraj speaks with Akshay Sahni, Country Head, Chevron India, about how Chevron's Engineering & Innovation Excellence Centre in Bengaluru supports worldwide oil & gas operations using AI, seismic imaging, real-time well monitoring, digital twins, robotics, and industrial IoT.From deepwater drilling projects 34,000 feet below sea level to LNG assets in Australia and shale production in the Permian Basin, this conversation explores how technology and data science are transforming oil exploration, refinery operations, carbon capture, and lower carbon energy systems.We discuss:• How AI is reshaping oil & gas exploration• Why Bengaluru plays a mission-critical role in Chevron's global operations• Robotics, drones, and predictive analytics in refinery safety• The economics of energy transition and LNG• What the future of fossil fuels and lower carbon energy looks likeFor India-based professionals in business, consulting, finance, and technology, this episode offers deep insight into how global capital, geopolitics, and engineering innovation intersect.Energy demand is rising. Technology is accelerating. And India is increasingly at the center of global infrastructure.Subscribe to The Core Report for conversations on business, global markets, geopolitics, and the energy transition.CHAPTERS:(00:00) Introduction(00:31) How Technology is Redefining Earth Sciences (02:05) Engineering India's Low-Carbon Energy Future (05:12) Role of AI and High-Performance Computing (08:44) Chevron's Strategic Technology Hub in India (12:15) Leveraging Local Engineering and Digital Talent (15:30) Balancing Global Reliability with Sustainability Goals (19:12) Navigating the Complex Multi-Energy Transition (23:45) Future Opportunities in the Indian Energy Sector (28:30) Integrating Renewables into Traditional Supply Chains (33:15) Global Innovation Models for Net-Zero Targets (38:50) Scaling Clean Affordable Energy for Billions (42:26) Final Thoughts
On Episode 809 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Khattar, Founder at AdvantEdge. We also feature an excerpt from Episode 3 of our series “Eye On Retail”.SHOW NOTES(00:00) Stories of the day(01:09) Fresh twist to India-US tariff deal as US Commerce Secretary Lutnick drops by(03:37) Why you have to brace for a warmer March and what that could mean.(04:36) Thousands of companies have filed lawsuits against the US Govt seeking tariff refunds that could touch $130 billion(05:55) How both US and China are ganging up against India's subsidies for manufacturing(07:17) The Government jumps into ride-hailing business. What does this mean for consumers and drivers?(19:37) CAR revised by DGCA(20:21) India's Warehousing GrowthRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREEye on Retail, Episode 3: https://youtu.be/xfwUKbBv3cE For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
India's warehousing growth has crossed 533 million sq ft — and it's still rising. Behind this surge lies a deeper transformation of India's logistics sector, supply chain infrastructure, e-commerce ecosystem, industrial real estate market, and manufacturing ambitions.In this episode of Eye On Retail By The Core Report, an initiative supported by Flipkart, Financial Journalist Govindraj Ethiraj in conversation with Yogesh Shevade, Head of Logistics & Industrial in India, JLL and Balbirsingh Khalsa, Executive Director – Industrial Capital Markets, National Director, Knight Frank, decode the forces reshaping India's logistics and warehousing landscape.As India aims to move from a $4 trillion economy toward a $30 trillion vision, logistics is no longer a backend function — it is a strategic growth engine. Post-GST reforms, institutional investment inflows, multimodal logistics parks (MMLPs), rail freight corridors, quick commerce, Tier 2 and Tier 3 city expansion, and automation are redefining how goods move across the country.For India-based professionals tracking infrastructure development, supply chain optimization, economic reforms, manufacturing growth, private equity investment, real estate capital markets, and e-commerce logistics, this episode offers deep strategic insight.⏱ Timestamps:(00:00) Introduction: Highlights on India's Logistics Transformation(02:17) The Boom in Tier 2 and Tier 3 Warehousing Ecosystem(06:00) Post-GST Evolution: How Reform Triggered Institutional Investment(09:45) Share of E-commerce in India's Logistics Sector(11:01) Optimizing the Pie: Transportation Costs, Labour Economics & Efficiency Gaps(17:30) Investment Realities: Land Prices, IRR Expectations, Vacancy Trends & Capital Flows(27:45) Future Infrastructure: The Shift from Road to Rail & Multimodal Logistics Parks(29:50) Path Ahead: Core Challenges and Growth Opportunities in Indian Logistics(33:12) Role of Government in Logistics & Infrastructure Development(35:05) Closing: Policy Synergy, Gati Shakti & India's Supply Chain FutureThis discussion explores:• How GST transformed India's supply chain and warehouse strategy• Why transportation contributes nearly 50% of logistics costs• The rapid growth of Tier 2 & Tier 3 warehousing hubs• The rise of quick commerce and 10–15 minute delivery ecosystems• Automation vs labour economics in Indian industrial real estate• Rail vs road freight efficiency and multimodal infrastructure• Land price escalation, IRR expectations, and investment risks• Why manufacturing, exports, and policy reform are critical to India's next growth phaseThe bigger question:Can India reduce logistics costs from 12–14% of GDP toward global benchmarks?Will rail freight and multimodal parks unlock long-term efficiency?Is Tier 2 India the next supply chain frontier?And how sustainable is the quick commerce model?If you follow the India growth story, economic policy, infrastructure investment, industrial corridors, supply chain strategy, or the future of e-commerce, this episode connects macroeconomic ambition with on-ground execution.Watch till the end for a sharp assessment of the opportunities — and the structural challenges — shaping India's logistics future.
On Episode 808 of The Core Report, financial journalist Govindraj Ethiraj talks to Ranjeet Mahtani, Partner at Dhruva Advisors as well as Dr Tapan Sahoo, Executive Officer – Digital Enterprise at Maruti Suzuki.SHOW NOTES(00:00) Stories of the day(01:00) Stocks are back in unsure territory(02:43) Indian IT companies are going all out to protect client relationships and stay relevant(03:51) Exporters have one more duty to worry about and this time it as at home(12:21) How Maruti leans on India's innovation ecosystem to drive technology changesRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 807 of The Core Report, financial journalist Govindraj Ethiraj talks to Noshir Kaka, Senior Partner at Mckinsey as well as Akhilesh Tuteja, Partner & National Leader, Clients and Markets at KPMG in India on the sidelines of the Nasscom Technology and Leadership Forum 2026.SHOW NOTES(00:00) Stories of the day(01:00) The IT services industry could grow to $315 billion this year, up 6% says Nasscom.(03:09) Markets take a fresh AI hit(05:43) Where India's next big IPOs could come from?(07:48) The addressable market for Indian IT services companies is actually larger with AI and close to $17 trillion. Can they capture it?Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 806 of The Core Report, financial journalist Govindraj Ethiraj talks to Jairaj Purandare, Founder Chairman of JMP Advisors.SHOW NOTES(00:00) Stories of the Day(01:00) Trade chaos sweeps the world but India is shielded for now(04:35) More MNCs capitalise on India valuation premiums with listings, mostly with secondary sales leading to capital repatriation(07:05) Did tax and other savings from last year go into speculation?(07:41) A new French-India tax treaty could lead to some disappointments among large investorsRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 805 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist and Deputy Head of Research at Elara Securities as well as Rahul Jain, President & Head at Nuvama Wealth Management.SHOW NOTES(00:00) The Take(07:05) Why markets could be set for an optimistic start this week.(09:32) Brazil and India sign key mining deals but the former would like the latter to buy more chicken as well(10:45) Understanding India's competitive advantages with competing countries in light of the latest round of US tariffs(16:23) Why self constraint is important for investors, large and small and how it can play out in the markets this yearRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On February 20, 2026, the US Supreme Court delivered a landmark 6-3 verdict, ruling that the President lacks the authority to impose reciprocal tariffs under the IEEPA. This decision effectively resets the trade landscape between India and the United States.In this special edition of The Core Report, financial journalist Govindraj Ethiraj talks with Ajay Srivastava (Founder, GTRI) and Krishan Arora (Partner, Grant Thornton Bharat) to analyse the fallout.(00:00) Introduction(01:54) Current Status India Export Tariffs(02:48) Trump Introduces New Global Surcharge(04:10) Legal Limits On Presidential Authority(05:58) Potential $175 Billion Tariff Refunds(07:15) Legal Challenges To Refund Claims(10:25) Restoring WTO Trade Principles(12:10) Impacts On Steel And Electronics(14:09) Questioning Future Trade Deal Logic(18:18) Lessons From US Institutional Strength(20:09) Impact On China Trade RelationsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 803 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded as well as Rahul JainDirector/VP – Research at Dolat Capital.SHOW NOTES(00:00) Stories of the Day(00:50) India brings on stage the world's biggest technology companies and disruptors with rivalry on full display(04:48) Fears of Imminent Attack by the US on Iran Bring Down Markets(06:00) Status Check on IT Stocks(11:46) Guess which city in India has the largest homes?(13:44) Why the recently signed FTAs by India are just the beginning of much hard work ahead(25:05) More countries are gearing to ban social media for teens, this could affect business models too(29:11) FeedbackRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 802 of The Core Report, financial journalist Govindraj Ethiraj talks to Akhil Chandna, Partner – Global People Solutions Leader at Grant Thornton Bharat.SHOW NOTES(00:00) Stories of the Day(00:41) Are slowing IPOs restoring sanity in the markets?(04:39) Google to build new fibre-optic cables into India(06:23) Maruti finally launches a new electric car(07:01) Guess what adults and kids in India are buying up like there is no tomorrow(09:17) New labour code comes into effect this NovemberRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 801 of The Core Report, financial journalist Govindraj Ethiraj talks to Chokkalingam G, Founder of Equinomics Research Pvt Ltd. We also feature an excerpt from Nandan Nilekani's recent presentation at Infosys AI Day.SHOW NOTES(00:00) The Take(04:50) Brokerages take note of earnings, recent developments to turn optimistic on markets.(07:17) Why markets are seeing a shift in temperatures(13:32) Infosys bowls a Googly with Anthropic tie-up, argues for importance of IT Services businesses.(24:34) India is looking at $200 billion AI investments.Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 800 of The Core Report, financial journalist Govindraj Ethiraj talks to T Koshy, Former MD and CEO of the Open Network for Digital Commerce (ONDC).SHOW NOTES(00:00) Stories of the Day(01:14) Anthropic says Indians are heavy duty users of its tool(03:01) Markets recover from AI scare trades(04:41) The India AI Impact Summit kicks off with interesting sessions, curation and some glitches.(11:00) How India's ONDC project is being replicated in IndonesiaRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 799 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Singh, CIO - Equities at Tata Mutual Fund. We also feature an excerpt from our previous interview with C Vijayakumar, Managing Director and CEO at HCLTech, from our 2025 series NASSCOM conversations.SHOW NOTES(00:00) Stories of the Day(00:50) Why AI scare trading could continue this week too(02:51) Were India's IT industry leaders ready for this AI disruption?(10:42) Investing trends as the markets emerge from India-US tariff cloud(23:58) The Government allows more exports of wheat and sugar to keep farmers happyRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
How India Can Stop Global Capital From Leaving Its Markets? In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Ananth Narayan Gopalakrishnan, Former Whole Time Member of SEBI, to decode the real reasons behind capital flight from India, rising FPI/FII outflows, and what reforms could make India's capital markets more globally competitive.India's growth story remains strong. Domestic mutual fund inflows are at record highs. Retail investor participation has exploded from 4 crore to over 14 crore investors. Yet foreign portfolio investors have been pulling money out. Why?Is it valuations?Tax policy?Market structure?Global geopolitics?Or friction in how foreign capital enters and exits India?In this deep, data-backed conversation, we explore:• The demand–supply mismatch in Indian equity markets• Record domestic mutual fund flows vs IPO supply• Why valuation pockets may discourage foreign investors• The role of derivatives and index options in market liquidity• Retail trading losses and financial stability concerns• Capital gains tax and whether India should adopt residence-based taxation• How tax neutrality across asset classes could rebalance capital allocation• Should India allow more outward investments to reduce valuation pressure?• What SEBI can do to reduce friction for global institutional investorsFor professionals in finance, consulting, investing, startups, or policy, this episode provides a structural understanding of India capital markets, foreign portfolio investment trends, and the future of global capital flows into India.If you track FII selling, FPI data, Nifty, Sensex, SEBI reforms, mutual fund flows, IPO markets, bond markets, or India's economic policy, this conversation connects the dots.India is not short of capital — but is it structured correctly?Are we making it easy for global capital to stay?And what changes could unlock the next decade of sustainable market growth?Watch till the end for a powerful framework on how India can balance domestic investor growth with long-term global capital participation.If you found this valuable, share it with colleagues in finance, investment, consulting, and policy.Subscribe for sharp conversations on markets, regulation, and the future of India's economy.#IndiaStockMarket #CapitalFlows #SEBI #FII #IndianEconomy #TheCoreReport #TheCore
On Episode 797 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, VP Commercial at Pharmarack AWACS as well as Aditi Nayar, Chief Economist and Head of Research & Outreach at ICRA. SHOW NOTES(00:00) Stories of the Day(01:00) The IT fear wave is spreading and bringing down markets(05:34) IEA lowers global oil demand forecast for 2026(06:11) India's inflation index has thrown out VCRs and VCDs and brought in new constituents. At 2.75% what does it mean?(18:31) Why India's weight loss drug market could explode in a few months(25:04) Google issues a 100year bond, adding to fears of AI exuberanceRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 796 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhu Dhamodharan, Convenor of the Indian Texpreneurs Federation as well as Priyam Gandhi-Mody, Executive Director, Future Economic Cooperation Council (FECC).SHOW NOTES(00:00) Stories of the Day(01:00) Financials are powering the benchmarks as markets stay flat(03:27) Indigo says it has complied with norms it was supposed to in December(04:21) Indian negotiators score fresh wins in evolving India-US tariff deal(05:35) A deep dive into cotton economics behind the Bangladesh reciprocal deal for garment exporters and the India connect(19:40) Not just Delhi, Mumbai has several interesting conferences lined up next week tooRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREhttps://fec-council.org/aboutFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 795 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President of the Federation of Automobile Dealer's Association (FADA) as well as Amit Goel, Co-founder & Chief Global Strategist at PACE 360.SHOW NOTES(00:00) Stories of the Day(00:50) Foreign portfolio investments are keeping the market steady, despite whiffs of negative news(02:21) Investments in gold ETFs overtake equities, what does that mean(10:16) Action in the high seas picks up as shadow tankers are seized by India(12:35) Bangladesh gets a leg up with a preferential deal for garment exports to the US(14:54) The interesting reason why entry level car sales have shot upRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 794 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Kanoria, Chairman of the Indian Tea Exporters Association. We also have an excerpt from our recent panel discussion “Tax and Tariffs” featuring Ajay Rotti, Founder of Tax Compaas; Madhavi Arora, Chief Economist at Emkay Global; Ritesh Kanodia, Partner—Indirect Tax Litigation and Advisory at Aurtus; and Rahul Mehta, Chief Mentor of the Clothing Manufacturers Association of India (CMAI).SHOW NOTES(00:00) Stories of the Day(00:50) Dip buying is the new term, how long will it last?(03:33) Why inflation is projected to rise(05:17) Oil tankers carrying Russian oil switch away from India(06:55) Strengthening India's Global Tea Trade(19:48) India is well poised to take advantage of lower tariffsRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 793 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre. We also feature an excerpt from our recent interview with Nitin Saini, Vice President – Marketing at Mondelez India (Full video is available on youtube).SHOW NOTES(00:00) Stories of the Day(05:09) The markets will have to decipher a fresh set of India-US deal announcements.(08:48) India is pushing back on areas like corn and soybean in India-US deal.(12:06) What can we take away from the critical political optics of the India-US deal.(20:34) Behind Mondelez's success in driving brands like Cadbury and Oreo in Indian marketsJoin us at the Quorum for our Post Budget DiscussionRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 792 of The Core Report, financial journalist Govindraj Ethiraj talks to Vaibhav Porwal, Co-founder at Dezerv as well as Dr Nipun Sharma, CEO at TeamLease Degree Apprenticeship.SHOW NOTES(00:00) Stories of the Day(01:15) A formal trade deal with the US is at least 6 weeks away(04:37) What could drive markets in the next few months?(14:41) Middle east tensions are driving oil prices again(15:57) How women apprentices are increasingly entering the workforce(26:00) Why do some restaurants last a 100 years and others don't?Join us at the Quorum for our Post Budget DiscussionRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 791 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhishek Bisen, Head of Fixed Income, Kotak Mahindra AMC as well as Ajay Srivastava, Founder at Global Trade Research Initiative (GTRI). We also feature testimonials from attendees at our recent exclusive roundtable discussion.SHOW NOTES(00:00) Stories of the Day(00:41) Why markets have to reckon with two powerful forces(07:11) Why are the bond markets so volatile?(16:17) How will the India-US trade deal as we know it actually pan out?(25:33) Walmart crosses the $1 trillion mark(26:58) Blockchain and DPDP ActRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 790 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP, Geojit Financial Services as well as Krishan Arora, Partner and Indirect Tax National Leader at Grant Thornton Bharat LLP.SHOW NOTES(00:00) The Take(04:02) Markets zoom on India-US trade deal but could the fine print put a damper?(04:48) Why the Rupee's revival may be in question.(05:27) Brokerages are upselling gold and silver to fresh highs despite the carnage of last week.(14:10) GCCs could employ 2.8 million in 4 years time.(15:40) Could the India-US deal revive sentiment and investments beyond stock markets?(24:29) Disney bets on its theme park head for CEO.Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 789 of The Core Report, financial journalist Govindraj Ethiraj talks to Prasanna Tantri, Associate Professor of Finance and the Executive Director of the Centre for Analytical Finance at the Indian School of Business (ISB) as well as Rajesh Sinha, Independent Director at Sahyadri Farms.SHOW NOTES(00:00) Stories of the Day(00:50) India-US Trade Deal Finalised(02:41) The markets are up again but all eyes on metals(05:23) The gold and silver story(10:47) Oil prices dip after Trump says he will talk to Iran.(11:47) What are the top level Budget numbers looking like?(20:50) India's farmers can seize the FTA opportunity but there is work to do.Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 788 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautam Khattar, Principal Price Waterhouse & Co LLP, Uday Ved, Partner at KNAV as well as Jairaj Purandare, Chairman of JMP Advisors in an excerpt from an extensive discussion (Available here on our youtube channel). Our reporters were also on the ground to gather responses to the Union Budget 2026 from industry leaders.SHOW NOTES(00:00) The Take(04:21) A Sharp Correction(06:32) The Big Infrastructure Push(08:39) Responses to the Union Budget from Industry Leaders(14:53) Tax and the Union BudgetRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 787 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Commodities, Himanshu Sinha, Head of Tax Practice at Trilegal as well as Shankkar Aiyar, veteran economic journalist and author.SHOW NOTES(00:00) Stories of the Day(00:50) Fear is driving up gold and silver prices even as the dollar stays weak.(05:09) India is an oasis of macro stability says India's economic survey(10:39) Gold demand is set to fall because of subdued jewellery purchases.(15:56) Will the Union Budget address the fallout of the Supreme Court's decision to deny tax treaty benefits in the Tiger Global case?Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 786 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Ajit Ranade, Economist and Former Vice Chancellor of Gokhale Institute of Politics and Economics in Pune as well as Ashok Atluri, Chairman and Managing Director at Zen Technologies.SHOW NOTES(00:00) Stories Of The Day(01:00) It's the worst start to a year in a decade, will it shift?(05:03) Gold now clearly represents the hedge to an uncertain global economy(07:51) A macro view on the Union Budget(16:31) India's anti-drone systems are gearing up for battle(24:50) Why a toilet company is benefiting from the chip maniaRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 785 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Notani, Partner, Economic Laws Practice as well as Krishan Arora, Partner and India Investment Advisory Services Leader at Grant Thornton Bharat. We also feature an excerpt from our India Energy Week interview featuring Energy Expert Anas Alhajji.SHOW NOTES(00:00) The Take(03:14) The markets struggle to make up their mind(06:41) A landmark EU India deal is in place, what will it really deliver?(16:23) How India moved rapidly away from Russian oil amidsts global oil dynamics(23:37) Why there is a need for a customs amnesty schemeRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 784 of The Core Report, financial journalist Govindraj Ethiraj talks to Chakri Lokapriya, Chief Investment Officer at LGT Wealth Management as well as Ajay Rotti, Founder and CEO of Tax Compaas. We also feature an excerpt from our India Energy Week interview featuring Sanjay Khanna, Director (Refineries) with additional charge of Chairman and Managing Director at BPCL.SHOW NOTES(00:00) The Take(04:02) Gold prices cross $5,100 as the relentless rise continues(16:13) Will the markets get the breather they want from the EU FTA?(18:23) Refining major BPCL's safety push for consumers.(24:09) Why tax changes in the Budget seem unlikely.Energy Special with Sanjay Khanna, Director (Refineries) with charge of CMD at BPCLRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Oil surplus or illusion is the question shaping energy market forecasts for 2026, and this episode explains why the answer may not be what most expect.In this India Energy Week 2026 special episode of The Core Report, financial journalist Govindraj Ethiraj speaks with Energy Expert Anas Alhaji on why forecasts of a massive oil surplus in 2026 may be deeply misleading. Drawing on data, trade flows, and geopolitical realities, the conversation challenges widely cited projections from agencies and financial institutions.The discussion explains why repeated predictions of collapsing oil prices have failed to materialise, despite claims of excess supply. It examines how oil in transit, inventory accounting, strategic petroleum reserves, and shifting global trade routes have distorted the surplus narrative. From Brazil and Kazakhstan to China, Venezuela, and the United States, the episode shows how headline numbers often mask what is actually happening in the oil market.The conversation also looks ahead from an Asia and India perspective. Topics include India's oil imports, sanctions and geopolitics, Russia's role in global energy flows, LNG supply expectations, China's strategic stockpiling, and why energy security is increasingly being driven by strategy rather than market theory.Rather than predicting dramatic crashes or price spikes, this episode offers a grounded view of why oil markets may remain far more balanced than forecasts suggest, and what that means for 2026 and beyond.This episode is essential viewing for anyone tracking global energy markets, geopolitics, and the forces shaping oil prices in the years ahead.Register for India Energy Week 2026: https://www.indiaenergyweek.com/forms/register-as-a-delegate
This week on Hafta, Newslaundry's Abhinandan Sekhri, Manisha Pande and Jayashree Arunachalam are joined by journalist and entrepreneur Govindraj Ethiraj. The discussion opens up with the recently concluded World Economic Forum held in Davos. Abhinandan sharply questions the performative nature of Indian participation at the forum, criticising chief ministers for announcing Memorandums of Understanding (MoUs) with Indian companies on foreign soil. “We are funding the circus,” Jayashree remarks bluntly, calling Davos a “clown show” driven by optics rather than outcomes.Govindraj also agrees that announcing MoUs, especially with Indian firms, is a misallocation of time and attention, given how the WEF offers leaders “an opportunity to gauge the temperature of what is happening in the world order right now”. The discussion also touches on the much-touted India-EU free trade agreement, which European Commission president Ursula von der Leyen described as the “mother of all deals”. Govindraj, however, tempers expectations, warning that free trade agreements are often narrow and slow-moving. “The first bottle of cheaper Scotch won't arrive tomorrow – it could take five years,” he quips.He further adds, “The red lines for India are clearly dairy and agricultural products… You can't do something which immediately jeopardises your farming lobby. So, if you take away agriculture and cheese, what's left now?”From Davos, the conversation shifts to press freedom in Jammu and Kashmir. Speaking on the recent summonses sent national media reporters by the J&K Police, Manisha remarks, “Over the last one year, at least 25 journalists have been summoned by the J&K Police… anything at all can just land you in a police station being questioned, because it's ‘public disorder', you're causing ‘public safety' disorder.”Drawing a contrast between reporters in New Delhi and Kashmir, Abhinandan says, “It's very difficult for someone in J&K to tough it out because there is no insulation. Delhi provides great insulation; that's why those headquartered in Delhi have to step up and protect their reporters who are not in Delhi.This and a lot more. Tune in!Timecodes00:00:00 - Introductions and announcements00:04:40 - Headlines 00:17:15 - WEF Davos / India- Eu trade deals 00: 55:59 - Govind' recommendations01:08:51 - Kashmir reporter's summoning 01:17:35 - Letters01:28:07 - RecommendationsCheck out previous Hafta recommendations, references, songs and letters.Produced by Amit Pandey, with assistant production by Ashish, Sound by Anil Kumar Hosted on Acast. See acast.com/privacy for more information.
Why CNG is beating petrol and diesel in India's cities is no longer a prediction. It is already changing everyday mobility and household energy choices across urban India.In this India Energy Week 2026 special episode of The Core Report, Financial Journalist Govindraj Ethiraj speaks with Kamal Kishore Chatiwal, Managing Director, Indraprastha Gas Limited. The conversation explains why CNG adoption in India is accelerating faster than petrol and diesel, even as electric vehicles dominate public debate.From Delhi NCR to emerging cities and rural regions, this episode breaks down the real drivers behind CNG's growth. Lower running costs, cleaner emissions, improved vehicle performance, shorter refuelling queues, and a rapidly expanding CNG station network are making gas the preferred fuel for a large segment of India's middle-income urban population.The discussion also goes beyond mobility to examine India's broader gas-based economy. It explores piped natural gas for homes and villages, compressed biogas from agricultural and municipal waste, domestic gas production, imported LNG, and how city gas distribution companies are quietly reshaping energy access across the country.This episode cuts through assumptions and forecasts to offer a grounded view of how affordability, infrastructure, and scale are shaping India's energy transition in real time, and why CNG continues to gain relevance alongside newer technologies.Register for India Energy Week 2026: https://www.indiaenergyweek.com/forms/register-as-a-delegate
From Oil To Hydrogen BPCL's roadmap for India's energy transition is at the heart of this special episode of The Core Report from India Energy Week 2026. Financial journalist Govindraj Ethiraj is in conversation with Sanjay Khanna, Director Refineries and Additional Charge of Chairman and Managing Director at BPCL, on how India's energy future is being shaped amid global uncertainty and rising demand.As India navigates the shift from fossil fuels to cleaner energy, this discussion explores how BPCL is strengthening its core refining and fuel operations while investing in hydrogen, ethanol, renewables, petrochemicals, and digital transformation. The conversation offers a rare inside view of Project Aspire, BPCL's long-term strategy to drive growth, energy security, and decarbonisation at scale.Sanjay Khanna explains BPCL's green hydrogen journey, including falling hydrogen costs, electrolyser projects, and the role of hydrogen in mobility and transport. He also shares why oil and gas will continue to coexist with renewables in India's energy mix, how geopolitical risks are managed through diversified crude sourcing, and what makes Indian refineries uniquely flexible in handling global crude varieties.The episode also covers ethanol blending, biofuels, flex fuel readiness, LNG as a transition fuel, renewable energy expansion, carbon capture, petrochemicals, and the growing role of AI and digital tools in improving refinery efficiency and reliability. For professionals following India's economy, energy security, climate goals, or corporate strategy, this conversation delivers depth, clarity, and long-term perspective.This India Energy Week 2026 special edition is essential viewing for business leaders, consultants, policymakers, investors, and professionals seeking to understand how India is balancing growth, sustainability, and energy transition in a rapidly changing world.Subscribe to The Core Report for trusted conversations on business, energy, policy, and the forces shaping India's future.Register for India Energy Week 2026: https://www.indiaenergyweek.com/forms/register-as-a-delegate
India Energy Outlook 2026 looks at how India's oil giants and oil CEOs are preparing for energy shocks amid global uncertainty. In this India Energy Week 2026 special episode of The Core Report, Financial Journalist Govindraj Ethiraj is in conversation with Vikas Kaushal, Chairman & Managing Director of HPCL, on the future of India's oil, gas, and energy sector.As India targets high economic growth, energy demand continues to rise across oil, gas, power, renewables, aviation fuel, LPG, and petrochemicals. This episode explains where India stands today on crude oil imports, refining capacity, fuel consumption, and distribution — and why oil and gas remain central to India's energy security even as renewables scale rapidly.Kaushal shares how Indian oil companies are preparing for 2026 by diversifying crude sourcing, expanding refining capacity, strengthening cost structures, and building resilience against geopolitical disruptions. The discussion also examines why oil prices remained relatively stable through 2025 despite global tensions, how companies plan for supply risks such as the Strait of Hormuz, and what greater agility in trading and operations means for the sector.Beyond production and imports, the conversation explores how India's energy transition is reshaping consumer-facing businesses. From EV charging and cleaner fuel stations to automation, digital monitoring, service quality, and customer experience, energy companies are evolving to meet changing expectations.The episode also covers petrochemicals, capital deployment, industry collaboration, and insights from India Energy Week, highlighting why India's energy story in 2026 is not about choosing between oil and renewables, but about managing scale, resilience, and long-term growth.This conversation offers clear insights for professionals tracking India's economy, oil and gas strategy, energy transition, manufacturing, policy, and global energy trends.Subscribe to The Core Report for in-depth conversations on India's economy, business, energy, and global affairs.Register for India Energy Week 2026: https://www.indiaenergyweek.com/forms/register-as-a-delegate
On Episode 780 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijai Mantri, Founder & Chief Investment Strategist at JRL Money as well as Anindya Banerjee, Head – Currency & Commodity Research, Kotak Securities. We also feature an excerpt from our recent India Energy Week interview with Vikas Kaushal, Chairman and Managing Director at HPCL.SHOW NOTES(00:00) Stories of the Day(00:50) The Head spinning Greenland U-Turn lifts markets(02:50) Foreign capital is moving to safety, why is that?(09:58) Are we nearing peak oil and what that means for India (16:54) What's happening in the silver markets?(27:50) FeedbackEnergy Special featuring Vikas Kaushal, CMD, HPCLRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 779 of The Core Report, financial journalist Govindraj Ethiraj talks to Monisha Advani, one of the founding partners of Emmay Entertainment (the company that produced the Freedom at Midnight series). We also feature an excerpt from our recent episode of our show How India's Economy Works, hosted by journalist and author Puja Mehra and featuring Dr. Jahangir Aziz, Economist (Head Emerging Market Economics) at JPMorgan and a former finance ministry official.SHOW NOTES(00:00) Stories of the Day(01:00) Indian markets are taking the hardest hit of all(05:05) Global oil markets will be in deep surplus in 2026 first quarter, says IEA(07:32) What India's falling core inflation numbers are really telling us(17:03) Why Indian viewers are devouring historical nonfiction across platforms right now(26:23) India's latest and most beautiful GCC, quite literallyRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 778 of The Core Report, financial journalist Govindraj Ethiraj talks to Professor Prasanna Tantri, Associate Professor of Finance and Executive Director of the Centre for Analytical Finance (CAF) at ISB as well as Ambareesh Baliga, Market Expert.SHOW NOTES(00:00) Stories of the Day(00:50) India joins global markets in Greenland-triggered fall(04:28) Silver and gold continue to rise(05:36) The US attacked Venezuela for its oil but American oil companies are dragging their feet(07:47) Why really are Indian markets falling the way they are?(15:53) Should the Government reduce capital expenditure in this Union Budget?Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 777 of The Core Report, financial journalist Govindraj Ethiraj talks you through the top business news of the day. We are also featuring excerpts from our recent India Energy Week interview featuring Arun Kumar Singh, Chairman and Managing Director at the Oil and Natural Gas Corporation (ONGC) as well as from our In Studio interview featuring Anuj Kumar, Managing Director at CAMS.SHOW NOTES(00:00) Stories of the Day(01:19) Weak earnings are now putting pressure on Indian markets(04:00) Mutual fund investors have not had a good year, will they hold on?(07:00) Wall Street's Magnificent Seven are coming apart(08:40) Gold, silver hit fresh highs. Silver prices are up 30% this year already or in three weeks(09:16) IMF raises India growth projection slightly to 7.3% for current year(10:28) The art and science to exploring and drilling for oil(21:37) How women investors are becoming sole owners of mutual fund accountsRegister for our Exclusive live event on the Budget 2026https://tinyurl.com/pod21212 Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 776 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Charkha, Partner at Economic Laws Practice. We also feature an excerpt from our recent India Energy Week interview featuring Atanu Mukherjee, President and CEO at Dastur Energy.SHOW NOTES(00:00) The Take(05:43) Markets operate in technical territory as they wait for fresh triggers(05:59) WEF, Davos kicks off today but is unlikely to provide much hope to global business and trade.(08:11) Copper hits record highs too(09:14) How energy markets adjusted for geopolitical risks in 2025 and what that means for 2026.(14:49) The Supreme Court ruling on a Tiger Global sale of shares to Walmart from 2018 has created a stir. What does it mean for other transactions?Register for our Exclusive live event on the Budget 2026https://tinyurl.com/pod21212 Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFull Interview with Atanu MukherjeeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Why Oil Prices May Stay Low In 2026 and what it means for India is a question shaping business decisions, policy debates, and household economics across the country.In this India Energy Week 2026 special episode of The Core Report, Govindraj Ethiraj speaks with Atanu Mukherjee, CEO Dastur Energy to break down the global energy outlook for 2026, why oil supply is likely to stay ahead of demand, and how a lower crude oil price regime could impact India. From Brent crude price expectations in the 50 to 60 dollar range to changing oil flows, this conversation explains why oil prices may remain soft and what that really means for inflation, growth, and energy security.The discussion explores how oversupply in global oil markets, OPEC's evolving role, and limited volatility are reshaping energy markets in 2026. It also looks closely at India's oil imports, including Russian oil and Venezuela as a longer-term option, and why India's refining capacity and petrochemicals strategy are becoming more important as fuel demand patterns change.Beyond oil, this episode examines LNG prices, global gas supply expansion, and why natural gas remains critical for India despite price sensitivity and import dependence. You will also hear why renewables alone may not be enough, how gas and coal-based solutions could support reliable power, and why energy affordability is becoming as important as clean energy goals.A key theme in this conversation is the rising energy demand from AI, data centres, and hyperscalers. As artificial intelligence expands, India's power infrastructure, grid integration, and energy mix will play a decisive role in determining how fast the digital economy can grow. The episode connects global energy trends with India's economic and technological future in a clear, grounded way.If you are tracking oil prices in 2026, India's energy strategy, LNG markets, geopolitics, or the intersection of energy and AI, this conversation offers valuable context and long-term perspective for professionals in finance, consulting, manufacturing, and policy.Understanding why oil prices may stay low in 2026 is not just about forecasting markets. It is about understanding how energy shapes India's competitiveness, resilience, and growth in a rapidly changing world. Stay with The Core Report for deeper conversations that cut through noise and help you make sense of what comes next.#OilPrices2026 #IndiaEnergy #CrudeOil #EnergyMarkets #IndiaEnergyWeek2026 #TheCoreReport #TheCoreJoin The Core Insider to get access to perks:https://www.youtube.com/channel/UCzXJw6XkwZulY4nigdtvs4Q/joinListeners! We await your feedback: https://tinyurl.com/TCR-Listener-SurveyThe Core & The Core Report is ad supported & FREE for all readers & listeners. Write in to shiva@thecore.in for sponsorships & brand studio requirements.For more of our coverage check out thecore.in (https://www.thecore.in/)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)
On Episode 774 of The Core Report, financial journalist Govindraj Ethiraj talks to Nishank Goyal, CEO at Masters India.SHOW NOTES(00:00) Stories of the Day(01:14) Iran tensions lead to markets flip flopping(03:12) Gold, silver hit record highs again, quite predictably(04:03) Indian exports to the US are holding steady for now(05:52) Oil prices pull back as US says will not attack Iran for now(12:02) China trade surplus hits record $1.19 trillion despite US tariffs(13:13) Tax and Technology(22:29) FeedbackRegister for our Exclusive live event on the Budget 2026https://tinyurl.com/pod21212 Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 773 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert as well as Uday Ved, Partner – Tax services at KNAV.SHOW NOTES(00:00) Stories of the Day(00:50) Markets fall as fresh tariff jitters hit India(04:15) What lies beneath the choppiness in Indian markets?(16:39) An India-EU deal could be around the corner(17:34) The US targets Iran but it is not clear Venezuela is a win even as oil price rise(20:08) Businesses are looking forward to a host of tax benefits in the upcoming Union Budget(27:29) Immigration raids pick up steam in the UK tooRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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