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441 episodes with govindraj ethiraj
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On Episode 692 of The Core Report, financial journalist Govindraj Ethiraj talks to Nandivardhan Jain, CEO at Noesis Capital Advisors.SHOW NOTES(00:00) Stories of the Day(01:29) Foreign investors are dumping stocks like no tomorrow(06:23) Why gold and silver imports are rising despite high prices(09:14) India signs a trade agreement with four European nations including Switzerland and Norway.(10:16) India's economy needs to expand at an extraordinary 12.2% pace each year to solve its underemployment crisis, Morgan stanley has said(12:14) Why hotels are springing up near airports across India(23:13) Air Travel and Cargo Demand Show Robust Growth, IATA Reports, even as jet fuel prices continue to fallhttps://www.investing-referral.com/aff303Follow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 691 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Jain, Partner at Economic Laws Practice. We also feature an excerpt from our recent weekend edition featuring energy expert Dr Anas Al Hajji.SHOW NOTES(00:00) Stories of the Day(00:50) Why Indian markets are still under pressure(02:23) Why global investors are returning to China (04:50) Gold, silver hit fresh record highs, what's next?(06:21) Lower GST rates will hit sales numbers of consumer product companies even as HUL warns of turbulence in the next few monthshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 690 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Ranade, former Group Exec President & Chief Economist at Aditya Birla Group and now Senior Fellow, Pune International Centre.SHOW NOTES(00:00) The Take(06:17) Markets see steepest fall in six months(08:27) BRICS backed bank may issue rupee denominated bonds in the domestic market by next year(10:23) How can we really upgrade India's judicial system(22:42) Accenture to lay off staff who can't reskill on AIhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
India's oil future is being shaped by global power moves and hidden agendas. What does this mean for the Indian economy and global energy security.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj will be in conversation with energy expert Dr Anas Al Hajji to uncover the real story behind India's dependence on Russian oil, US tariffs on imports, and the role of OPEC, China, and Europe.Why is the International Energy Agency often wrong in its forecasts. How are India's refineries preparing for shifting crude supplies. Could China's oil storage strategy reshape global prices. And what really determines whether sanctions on Russia work or fail.We explore the truth about oil demand growth, future energy prices, and the geopolitical tensions driving markets. From India's energy security to US China trade wars, from Russia's oil exports to Canada's pipelines, this is a deep dive into the forces that will shape oil and energy markets through 2026.If you want to understand the next surge in oil demand, the risks for India's economy, and the opportunities for business leaders, this conversation is a must watch.Stay with us for sharp insights, expert analysis, and clear answers on where India and the world are heading in the global oil game.Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)Follow Us on Social Media for More Updates:Twitter (https://twitter.com/the_core_in)Instagram (https://www.instagram.com/the.core.in/)Facebook (https://www.facebook.com/thecore.biz/)Linkedin (https://www.linkedin.com/company/thecore-in)Youtube (https://www.youtube.com/@thecore_in)
On Episode 688 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddharth Vora, Head of Quant and Fund Manager at PL Asset Management. We also feature an excerpt from our series Manthan by Sahamati.SHOW NOTES(00:00) Stories of the Day(01:00) Why the H1B visa issue has hit the markets more than the 50% tariffs(02:53) Even as the world waits for singularity, Wall Street is concerned about circularity!(04:28) A once in a few decades IPO boom this month will strain liquidity(06:01) China is reaching out to more countries to keep their gold safely(23:38) An interesting Govt-led initiative to unify all your insurance needshttps://www.investing-referral.com/aff303Follow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 687 of The Core Report, financial journalist Govindraj Ethiraj talks to Poorva Chothani, Founder and Managing Partner - U.S. and Indian Immigration Law at LawQuest as well as Deepak Ballani, Director General at Indian Sugar Bio-energy Manufacturers Association (ISMA).SHOW NOTES(00:00) The Take(06:07) Why is HSBC overweight on India?(09:33) Indian refiners are boosting oil and gas exports to highest levels in recent years(10:49) In all the ethanol blending controversy, we forgot to ask, how are the producers of ethanol doing?(21:16) How grim is the global visa situation for Indian students and professionals?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 686 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as Ajay Kedia, Director at Kedia Advisory.SHOW NOTES(00:00) Stories of the Day(00:50) Why markets are directionless again(08:20) Silver has already risen 50% this year and why it could go further?(14:12) Automakers are reporting big sales numbers on first day of new prices(16:20) Why a look at India's remittance economy is important in the context of the new H1B ruleshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 685 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Expert, Dhairyashil Patil as well as President at the All India Consumer Products Distributors Federation (AICPDF). We all feature an excerpt from our series ‘Eye on Retail'.SHOW NOTES(00:00) Stories of the Day(01:00) Markets mostly fend off H-1B shock, IT stocks have mixed response(02:24) Gold hits fresh high, will dampen festive season purchases further(17:10) New GST rates kick off, FMCG majors absorb losses, traders expect a big boost(24:24) Two Thirds of Gen Z consumers say that they look for social media for product discovery Our new series Eye on Retail focussing on India's ecommerce growth storyEye on Retail - Episode 1: Quick Commerce
#watchnow | Is the AI stock rally unstoppable or already running on borrowed time? Since the launch of ChatGPT, markets have added trillions in value, fueled by tech giants like NVIDIA, Amazon, Tesla, Meta, and Oracle. But can this AI boom really last, or is it the next bubble investors should beware of?In this episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Aoifinn Devitt, Senior Investment Advisor at Moneta, about the truth behind AI hype, market cycles, and what investors should and should not believe. From the rise of AI infrastructure and data centers to the psychology driving Wall Street's excitement, we explore where the AI revolution is heading and what it means for global markets.✅ Will AI stocks continue to climb or face a correction✅ How Oracle and other overlooked companies became surprise winners✅ Why investors are rushing into “picks and shovels” like data centers and power✅ The risks of overvalued AI stocks and the psychology behind the frenzy✅ How AI is reshaping jobs, portfolios, and the global economyWhether you follow business news, tech trends, or market strategy, this conversation breaks down the hype and the hard truths of AI investing.
On Episode 684 of The Core Report, financial journalist Govindraj Ethiraj talks to S. Ramesh, former chairman of the Central Board of Indirect Taxes and Customs, Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP as well as Nikhil Varma, Technical Lead, India at Algorand.SHOW NOTES(00:00) The Take(04:12) Markets will brace for IT stock hit(07:56) The prime minister welcomes a new GST regime, have concerns of business been addressed(19:42) Is the organic food that you are buying really organic?(28:21) How much do IT companies really depend on H1B visas?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
#watchnow | India wants reliable power without price shocks. In this conversation on The Core Report Weekend Edition, Govindraj Ethiraj talks with Atanu Mukherjee of Dastur Energy about a practical four step path to real energy security. Clear choices. Real trade offs. Actionable ideas for policy makers, industry leaders, and investors.What you will learn• How ethanol blending helps and where it hits limits• Why coal to chemicals and coal gasification can cut costly imports• How India's heavy refinery advantage unlocks discounted crude and better GRMs• Smarter electrification with renewables, storage, and flexible gas based power• Grid design that avoids blackout risk and runaway tariffs• What rising AI and data centers mean for India's power futureWhy this matters now• India imports most of its crude and LNG• Petrochemicals and fertilizers link directly to energy strategy• The right mix lowers CO2 while protecting growth and jobsWatch till the end for clear takeaways you can use in boardrooms and budgets. Like and share if you want more deep dives that cut through hype and focus on solutions. Comment with your biggest question on India's power mix and we will cover it in a follow up.#EnergySecurity #RenewableEnergy #IndiaPower #CoalGasification #Petrochemicals #TheCoreReport #TheCore
On Episode 681 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Prothi, Director General at Coalition for Disaster Resilient Infrastructure as well as Ambareesh Baliga, Veteran Market Expert.SHOW NOTES(00:00) Stories of the Day(00:50) The markets rise on tariff developments and rate cuts(04:26) How far can domestic flows support markets?(12:36) How Mumbai is India's millionaire capital(14:24) Building more disaster resilience is critical if we are to learn from the extreme weather events we saw in recent months in Indiahttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 680 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, Executive Vice President (Media, Retail, Consumer Discretionary & Internet) at Elara Capital.SHOW NOTES(00:00) Stories of the Day(01:00) Markets rise again on tariff talks(02:22) How it's been a year and the markets have not gone anywhere(05:02) Where are GST savings in households really likely to go?(14:45) Rolls Royce expands in India, sets up largest GCC in India(15:36) Chip wars break out again, with China at the centre(16:53) Where US customers can learn from Indiahttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 679 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded as well as Ashwin Mehta, Head of Research at Ambit Institutional Equities.SHOW NOTES(00:00) The Take(03:53) Markets are buoyant as indices hit two month highs, should we thank trade optimism.(08:46) Analysing the once hot IT sector, what lies within and what lies ahead?(24:08) Indonesia is seeing street protests, the finance minister has resigned, what's going on and what can we take away?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 678 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia is the Founder and Director of Kedia Capital Services as well as Rajiv Mitra, Food and Dairy industry expert. We also feature excerpts from a recent panel discussion on AI and Agentic AI with several business leaders at Season 9 of the Accenture B School Challenge.SHOW NOTES(00:00) Stories of the Day(00:50) Run it hot, the Wall Street theme playing out here too.(05:36) Gold prices hit fresh highs. How much further?(11:07) What happens if India opens its market to American premium cheese?(18:44) How enterprises from shoes to beer and tyres are using AI at work.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 677 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Varma, Technical Lead, India at Algorand.SHOW NOTES(00:00) The Take(04:12) The tariff overhang continues but markets have forgotten them(09:05) How real world enterprises are building on blockchain(18:21) The rains are leaving earlyhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
From zero to a powerhouse again, this is the inside story of Maggi noodles in India. Former Nestlé India chief Suresh Narayanan shares how a beloved brand fell, rebuilt trust, and scaled to about 400,000 tonnes a year. We explore GST rate cuts, inflation pressure on middle India, premiumization, digital first marketing, e commerce distribution, and what it takes to spark consumer love in a crowded market. If you care about brand turnarounds, manufacturing scale, and the future of FMCG in India, this conversation delivers playbook level insights with real numbers and hard lessons.What you will learn• How Maggi rebuilt trust and demand after a national crisis• Why GST cuts can unlock consumption and improve FMCG margins• How premiumization and Gen Z tastes reshape noodles and coffee• Nescafe growth, out of home to in home flywheel, where Nespresso fits• Data versus gut in pricing, media spend, and channel strategy• How legacy brands counter 400 local challengers with speed and relevance• First principles for brand managers in an AI and marketplace worldTimestamps:(00:00) – Introduction1.35 – What do GST rate cuts mean for daily consumption?(03:00) – How has inflation shifted spending from discretionary to essentials?(04:55) – Which has hit harder—input price rise or household budget pressures?(06:55) – How are today's spending pressures different from earlier cycles?(09:05) – How has the Indian consumer evolved over the last 35 years?(14:00) – What has changed in Nestlé's brands and their connection with consumers?(16:15) – Do enduring brands suggest unchanging consumer desires?(18:40) – How has out-of-home coffee culture impacted Nescafé?(23:04) – How does Maggi respond to rising regional competition?(28:31) – How do you advertise to Gen Z and Gen Alpha consumers?(36:55) – What guiding principles should young brand managers follow today?(39:10) – Closing remarksWatch for practical takeaways you can use this quarter. Like and subscribe if you want deeper dives on India business, tech, and manufacturing stories.
On Episode 675 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative as well as Gulam Zia, Executive Director at Knight Frank.SHOW NOTES(00:00) Stories of the day(01:00) Is India riding a global market boom or trailing it?(06:17) Welcome to a decade of dust as over 910 societies sign up for redeveloping their properties in Mumbai city.(17:06) India's non tariff barriers are almost machiavelian in design and implementation as many importers have found.(28:32) Air India CEO reiterates nothing wrong with Ahmedabad plane or operations referring to preliminary report.(29:28) Mahindra says it will issue advisory on impact of ethanol blended fuel as controversy continues to rage.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 674 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Pathak, Research Director at Counterpoint Research as well as Pushan Sharma, Director at Crisil Intelligence.SHOW NOTES(00:00) The Take(04:31) Markets jump again as Trump appears to smoke a peace pipe.(07:04) No GST rate cuts on mobile phones but sales are expected to be strong, picking up on Apple's latest iPhone 17(16:50) This year's monsoons have been excessive and hurt crop production. What should policy makers do next?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 673 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Gupta, Commodity Expert, Suresh Narayanan, former Chairman and Managing Director of Nestle India as well as Apoorva Bajaj, Founder of Edubuk.SHOW NOTES(00:00) Stories of the Day(01:00) The markets return to pre 50% tariff levels as economy appears to absorb shocks.(03:14) Another $20 billion of IPOs could come this year(05:52) How Indian consumers are satiating their appetite for gold despite prices rising to record levels.(10:00) Pressured Indian households will welcome lower prices on items of daily consumption. But household priorities have changed too.(17:22) How a university in the US confirms whether a certificate from an Indian university is a genuine one.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 672 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President, FADA as well as Adam Wolfe, Emerging Markets Economist at Absolute Strategy Research (ASR).SHOW NOTES(00:00) Stories of the Day(01:00) Markets fail to hold onto gains, steel, auto stocks shine(02:52) India is set to outstrip China in oil demand(03:38) Gold hits a fresh high, quick reminder, bullion is up 38% this year(05:10) How auto dealers are happy tax rates are down but they want to be compensated for higher priced inventory(15:40) How Tesla's US market share has hit an 8 year low(17:26) Why foreign investors are selling for more than a decade now and the story from 1998 - 2016. A deep dive discussionhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 671 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Varma, Technical Lead, India at Algorand, Sheetal Sapale, Vice President–Commercial at Pharmarack as well as Ganesan Ramachandran, Managing Director and Lead - Industry Groups at Accenture.SHOW NOTES(00:00) Stories of the Day(01:00) Markets are losing steam but other assets are volatile.(06:31) What the GST rate cut on life saving drugs really means.(11:10) India's new digital personal data protection bill can trigger key changes in handling of data and need for security.(19:38) Agentic AI is a big opportunity. What do employers want from the future workforce? https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
In this Weekend Edition of The Core Report, Govindraj Ethiraj sits down with S Ramesh, former CBIC Chairman, and Krishan Arora, Head of Indirect Tax at Grant Thornton Bharat, to decode India's bold new GST reforms.From slashed rates on food, cars, medicines, and apparel to a tough new 40% slab on luxury goods, GST 2.0 is rewriting the rules of consumption and business. But what does it mean for FMCG, pharma, auto, airlines, and insurance? And how will India tackle the ₹48,000 crore revenue hit, stock transitions, and compliance challenges?What you'll learn:How GST 2.0 reshapes demand across key industriesWhy hidden costs like cess & inverted duties still matterWhat businesses must know about tribunals & disputesThe unfinished agenda: services, ATF, natural gas & moreA sharp, no-fluff breakdown of India's biggest tax reform in years — essential listening for business leaders, policymakers, and anyone tracking the economy's next chapter.(00:00) Introduction(02:20) TAKEAWAYS FROM NEW GST REFORM(08:00) Industry Impact: Passing the Benefits?(11:50) Transition Challenges: Stocks & ITC(14:26) CBIC approach in the past(18:45) Reforms: Appellate Tribunals(20:30) Unfinished Agenda: Services & Exemptions(28:45) The Road Ahead: Next-Gen GSTJoin The Core Insider to get access to perks:https://www.youtube.com/channel/UCzXJw6XkwZulY4nigdtvs4Q/joinListeners! We await your feedback: https://tinyurl.com/TCR-Listener-SurveyThe Core & The Core Report is ad supported & FREE for all readers & listeners.Write in to shiva@thecore.in for sponsorships & brand studio requirements.For more of our coverage check out thecore.in(https://www.thecore.in/)Support the Core Report (https://tinyurl.com/Support-the-Core-Report)Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)Follow Us on Social Media for More Updates:Twitter (https://twitter.com/the_core_in)Instagram (https://www.instagram.com/the.core.in/)Facebook (https://www.facebook.com/thecore.biz/)Linkedin (https://www.linkedin.com/company/thecore-in)Youtube (https://www.youtube.com/@thecore_in)
On Episode 669 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas, Madhavi Arora, Lead Economist at Emkay Global Financial Services as well as Kaushik Sanyal, Managing Director for Data & AI, India at Accenture.SHOW NOTES(00:00) Stories of the Day(01:00) Stocks jump on GST rate cuts, clothing industry gets a shock.(03:13) The big question, will demand and consumption rise because of lower consumption tax?(10:42) The unfinished agenda on GST reform(20:39) More used cases for agentic AI, including in areas you may not guesshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 668 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashant Agarwal, Co-Founder and JMD at Wazir Advisors as well as Paul Hickin, Chief Economist and Editor-in-Chief at Petroleum Economist.SHOW NOTES(00:00) Stories of the Day(01:09) Global bond markets are wobbling again, India gains in anticipation of GST rate cuts(04:13) Why gold prices are set to rise further(06:28) India's services sector continued its strong run, hitting a 15-year high in August on new orders and rising output led by international demand(07:38) Why Indian apparel companies have to go multi global location(11:50) New oil finds in South America are bringing in fresh supply in the face of fresh shifts in demand and supplyhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 667 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre as well as Cameron Johnson, partner at Tidalwave Solutions and a global supply chain strategist.SHOW NOTES(00:00) Stories of the Day(00:41) Market pause(04:33) Bonhomie and camaraderie in Tianjin, now what?(13:05) The new global supply chain dynamics(27:19) Tesla has received only 600 orders since launch in mid Julyhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 666 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Deborah Elms, Head of Trade Policy, Hinrich as well as Rajesh Cheruvu, Managing Director & Chief Investment Officer at LGT Wealth India. SHOW NOTES(00:00) Stories of the Day(00:50) Markets start September on a strong note. Will they hold?(02:12) September rains last longer and higher than average as well (03:35) Have the markets absorbed the tariff shocks, where is the bottom?(11:47) How is Asia navigating the post Trump tariff world?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 665 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Richard Baldwin, Editor in Chief, VOXEU. SHOW NOTES(00:31) A Quick Wrap(09:44) Why Trump's Tariffs Are Unlike Anything Since World War II(13:48) The Myth of Bringing Back Manufacturing Jobs(15:26) Ripple Effects: Cascading Protectionism and Domino Liberalisation(19:46) From Obama to Trump: How America Turned Against Globalisation(27:44) Strategic Tariffs, Supply Chains, and the Weaponisation of Trade(29:40) Why Businesses Must Build Resilience Beyond the U.S. Markethttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 664 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert.SHOW NOTES(00:00) Stories of the Day(00:41) The markets can get it wrong as they did with Trump tariffs.(02:19) Why investors should temper their expectations.(03:20) How much did India really gain from Russian oil imports?(06:18) The markets are digesting tariff tensions.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 663 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhakar Kudva, Director and Principal Officer - Portfolio Management Services at Samvitti Capital.SHOW NOTES(00:00) Stories of the Day(00:50) India braces for tariff bomb. RBI Governor assures support.(07:00) India's oil imports fall year on year and month on month.(09:16) India's hotting surfing destination also hosts a rising fund manager who is pulling in money from the rest of the country.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 662 of The Core Report, financial journalist Govindraj Ethiraj talks to Rama Bijapurkar, Author of ‘Lilliput Land: How Small is Driving India's Mega Consumption Story.'SHOW NOTES(00:00) The Take(05:57) Markets hold up last week..stability ahead.(11:52) India's aspirational middle class is exhausted.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
This weekend on The Core Report: Govindraj Ethiraj sits down with Girish Tanti, Co-Founder & Vice Chairman of Suzlon Group, to trace the unlikely origins of one of India's most iconic renewable energy companies.What began as Girish's unfinished MBA thesis — the bold idea of setting up a wind energy company in India — became Suzlon Energy, a venture that transformed a family textile business into a global green energy pioneer.In this exclusive conversation, Girish opens up about:Early struggles to make wind power viable in IndiaCompeting with global giants in the US & EuropeSurviving crises, including the loss of founder Tulsi TantiRebuilding into a debt-free, sustainability-driven leaderA must-listen for anyone tracking innovation, resilience, and India's green future.(00:00) Introduction(01:35) The Origins of Suzlon(06:35) Building Wind Power in India(07:35) Innovation and Technology at the Core(11:45) Wind Energy and India's Climate Goals(19:00) Global Footprint, Indian Roots(27:45) Digitization In Wind Energy(38:00) India's Wind Potential(43:30) Lessons from the past(54:30) The Future of Energy — Wind & BeyondJoin The Core Insider to get access to perks:https://www.youtube.com/channel/UCzXJw6XkwZulY4nigdtvs4Q/joinListeners! We await your feedback: https://tinyurl.com/TCR-Listener-SurveyThe Core & The Core Report is ad supported & FREE for all readers & listeners.Write in to shiva@thecore.in for sponsorships & brand studio requirements.For more of our coverage check out thecore.in(https://www.thecore.in/)Support the Core Report (https://tinyurl.com/Support-the-Core-Report)Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)Follow Us on Social Media for More Updates:Twitter (https://twitter.com/the_core_in)Instagram (https://www.instagram.com/the.core.in/)Facebook (https://www.facebook.com/thecore.biz/)Linkedin (https://www.linkedin.com/company/thecore-in)Youtube (https://www.youtube.com/@thecore_in)
On Episode 660 of The Core Report, financial journalist Govindraj Ethiraj talks to K Ramakrishnan, Managing Director - South Asia at Worldpanel by Numerator as well as Ashok Malik, Partner at The Asia Group, and former Policy Advisor, MEA.SHOW NOTES(00:00) Stories of the Day(01:19) The markets rise for the 6th straight day(03:30) India is largest underweight market in emerging market investor holdings: Nomura(06:58) How India's rural consumer is buying differently and aspirationally. Exclusive insights from Kantar Worldpanel study.(07:50) Parle is India's most chosen in-home FMCG brand, Surf Excel enters top 5.(20:38) India-US relations have endured long term damage even at this point, will it ever recoverhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 659 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at Crisil Ratings as well as Ananay Jain, Partner at Grant Thornton Bharat.SHOW NOTES(00:00) The Take(04:31) Markets rise for the 5th day on easing tariff fears.(07:29) Government initiates laws to ban real money gaming(16:07) Why are telecom companies raising prices?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 658 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre as well as Chandrima Chatterjee, Secretary General at the Confederation of Indian Textile Industry (CITI).SHOW NOTES(00:00) Stories of the Day(01:27) The markets ride on macro bliss and expectations of a solution to Russian oil.(04:12) India-China relations appear to be on a mend. (10:50) India has cut a 11% import duty on cotton. Will it really help?(19:53) Solar energy has a problem of plenty. https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 657 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO, India, SEA, MEA at CBRE as well as Paul Hickin, Chief Economist and Editor-in-Chief Petroleum Economist.SHOW NOTES(00:00) Stories of the Day(00:50) How a combo tax package is keeping the markets happy(04:13) Corporate earnings on Wall Street continue to surprise(05:58) US trade advisor Peter Navarro wants India to stop acting as a clearing house for Russian oil(14:35) Commercial real estate is on a rollhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 656 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Jain, Deputy Managing Partner at Economic Laws Practice (ELP) as well as Prashanth Agarwal, Partner at PwC.SHOW NOTES(00:00) The Take(06:17) Markets set to benefit from positive cues including GST-led consumption boost.(10:19) GST will be a Rs 40,000 crore + hit to the exchequer.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
India's Plan B: Surviving A 50% US Tariff ThreatWhat happens when US tariffs on Indian goods could hit 50% by the end of August? In this episode of The Core Report Weekend Edition, Govindraj Ethiraj talks to Rahul Mehta from Clothing Manufacturers Association of India and Ajay Srivastava from Global Trade Research Institute about how exporters can survive — and even thrive — in a high-tariff world.
On Episode 654 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director - S&P Global Mobility, India & ASEAN. We also feature an excerpt from Puja Mehra's recent interview with Neelkanth Mishra from our show How India's Economy Works.SHOW NOTES(00:00) Stories of the Day(01:01) Will India join the global stock rally party?(05:45) Why you should not worry about Russian oil(07:52) Should India raise tariff barriers in these times?(18:04) The ethanol blending controversy(28:33) Europe is seeing record temperatures againhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 653 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP at Geojit Financial Services. We also feature an excerpt from our Interview with Abhijit Pegu, co-founder of LW3.SHOW NOTES(00:00) Stories of the Day(00:50) Markets struggle to make up their mind(10:24) Inflation is now 1.55% and food inflation is now deflation(13:19) Decoding 25% tariff impact on companies earnings(16:54) How blockchain helps track down batteries for EVs(22:30) Bangalore, Chennai lead global airport rankings in on time departures for Julyhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 652 of The Core Report, financial journalist Govindraj Ethiraj talks to Viral Desai, Senior Executive Director at Knight Frank as well as Sugandha Sachdeva, Founder at SS WealthStreet.SHOW NOTES(00:00) Stories of the Day(00:50) Markets appear to price in the worst of Trump tariffs as domestic flows stay strong.(07:02) Where could gold prices go?(13:58) A new IT Bill has been passed, with some changes as expected.(15:24) At 1 billion square feet, India is now the world's fourth largest market by area.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 651 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas. We also feature an excerpt from an upcoming episode of How India's Economy Works, where economic journalist Puja Mehra speaks to economist Rajiv Kumar about his latest book.SHOW NOTES(00:00) The Take(05:48) Labour-intensive industries are now panicking though the markets may be fine.(09:23) Trade tensions take the rupee and oil prices down.(10:28) A revised Income Tax Bill is coming, why was it revised and what could it contain?(20:53) A fresh approach to Chinese investment in India.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
In this episode of The Core Report Weekend Edition, we ask the big question — what will it take for India to repair US trade relations? In this high-stakes conversation, leading voices in diplomacy, economics, and foreign affairs unpack the standoff between India and the United States. Is this really about tariffs and trade policy, or is it driven by deeper geopolitical tensions involving Russia, China, and shifting global alliances?Amb Sanjay Bhattacharyya, Former Secretary, MEA, Indrani Bagchi, CEO, Ananta Aspen Centre, and Gaurav Sansanwal, Fellow, India Chair, CSIS, Washington, D.C. join Govindraj Ethiraj to reveal what went wrong, why a near-complete trade deal collapsed, and what moves could still put the relationship back on track.Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 649 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as C S Vigneshwar, President at FADA.SHOW NOTES(00:00) Stories of the Day(00:50) Indian markets bet on a solution to India-US tariff war(04:36) Which sectors are really affected at peak tariff and why?(14:51) Are Indian state owned refiners pulling back on Russian oil?(16:49) Signs of weakness in India's auto market as sales fall but a base effect may be affecting numbers and is there a small car revival?(25:03) And Aamir Khan the actor makes a debut on The Corehttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 648 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda as well as Ayaz Memon, veteran sports journalist and commentator.SHOW NOTES(00:00) Stories of the Day(01:00) Can the stock markets now shrug off the 25% plus 25% tariffs that we are now facing for Indian exports into the US? (07:01) No rate cuts right now says the RBI. Could they come later?(18:59) Exports save the day once again for Indian auto as Bajaj Auto reports record exports in the latest quarter.(19:53) The India-England series has turned the tide for test cricket. What could that mean?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 647 of The Core Report, financial journalist Govindraj Ethiraj talks to Moses Harding John, President & CEO at IndusInd International Holdings Limited, Mauritius as well as Chirag Doshi, Executive Director, LGT Wealth India.SHOW NOTES(00:00) Stories of the Day(01:00) Indian markets have an earnings challenge(03:49) How Wall Street's big brokerages are projecting a 15% fall in S&P500.(05:11) The rupee is close to its record lows, what is keeping it there?(17:14) The Federal Reserve might actually want to cut rates, what does that mean for India and capital flows?(23:56) SAP Labs to add 15k fresh jobs in Bangalore with AI focus.(25:15) Build On Blockchainhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 646 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President at Seafood Exporters Association of India as well as Vaibhav Sanghavi, CEO of ASK Hedge Solutions.SHOW NOTES(00:00) Stories of the Day(00:50) Could the Sensex hit 100,000 by next year?(02:40) The rupee falls despite the dollar index also going down(03:08) Could lower US interest rates send more fund flows to markets like India?(14:11) Oil prices slide again, BP makes a big find off Brazil(15:19) How Indian seafood exporters are trying to cope with new US tariff structureshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 645 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, Chief Executive Officer, Ananta Centre as well as Shankkar Aiyar, veteran economic journalist, columnist and author.SHOW NOTES(00:00) Stories of the Day(00:50) Markets continue to reel from FII selling and weak cues.(05:49) Rising gold demand suggests prices will be stable to high in coming months.(07:36) India will continue to buy Russian oil, for now.(09:27) Where have India-US relations gone so wrong? with Indrani Bagchi.(19:01) India must fix its domestic economy before aspiring for strategic autonomy with Shankkar Aiyar.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 644 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Strategist at Q India UK as well as Ajay Srivastava, Founder at Global Trade Research Initiative.SHOW NOTES(00:00) Stories of the Day(03:24) US latest tariff threats point to failure in negotiations(07:15) Who will get most hurt by the higher tariffs(27:25) India may be suspending oil purchases from Russia for now(28:59) Air passenger growth slows in June, load factor fallshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 643 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder at Equinomics Research as well as Vivek Kumar, Economist at QuantEco Research.SHOW NOTES(00:00) Stories of the Day(01:00) India should brace for 25% tariffs on exports to the US(05:15) Indian markets are up but they have not changed much in the last year(15:37) How India's IT engineers are unable to keep pace with new technology(18:49) Tata Motors could buy European truck maker Iveco in a $4.5 billion dealhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
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