On Episode 412 of The Core Report, financial journalist Govindraj Ethiraj talks to Andrew Holland, Mumbai-based CEO at Avendus Capital Public Markets Alternate Strategies as well as Dwarak Narasimhan, Partner at Price Waterhouse & Co LLP, India. SHOW NOTES (00:00) The Take: Whose Data Is It Anyway? (05:00) Markets fall further as cues disappear (05…

On Episode 411 of The Core Report, financial journalist Govindraj Ethiraj talks to Gulam Zia, senior executive director at Knight Frank as well as Madan Sabnavis, chief economist at Bank of Baroda. SHOW NOTES (00:00) The Take (04:21) Markets slip again, Hyundai IPO partly subscribed (06:03) Oil slides again, below $74 a barrel after touching $80 a …

On Episode 410 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, founder and managing director at CR Forex as well as Tarun Pathak, director of Counterpoint Research. SHOW NOTES (00:00) The Take (04:31) Markets rise and stabilise (05:34) The rupee hits a lifetime low. Why is the RBI not defending it? (14:37) Retail in…

In this conversation, journalist Puja Mehra speaks to former secretary with the Ministry of Agriculture Siraj Hussain about the rapid growth of India's poultry sector and how it has outpaced other agricultural sectors like fisheries and livestock. They discuss the rise of the integrator model in poultry farming, the challenges and benefits of contr…

On Episode 409 of The Core Report, financial journalist Govindraj Ethiraj talks to Jay Kothari, senior vice president at DSP Mutual Fund as well as Amit Prothi, director general of the Coalition for Disaster Resilient Infrastructure (CDRI). SHOW NOTES (00:00) The Take (04:41) Markets search for footing even as Wall Street hits highs (06:57) FIIs se…

With the recent passing of legendary Industrialist Ratan Tata, financial journalist Govindraj Ethiraj takes a trip down memory lane to rediscover the entrepreneurial qualities of the man that made him so influential on Indian business. Joined by S. Ramadorai, former CEO and Managing Director of Tata Consultancy Services (TCS); Ravi Kant, former Man…

On Episode 407 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhishek Gaoshinde, deputy vice president of research at Sharekhan by BNP Paribas SHOW NOTES (00:00) The Take (04:12) Markets rise (05:06) Oil prices fall as stockpiles increase (06:04) TCS results are out, net profits down marginally QoQ (14:17) Inflation set to ris…

On Episode 406 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, economist with Quanteco Research. SHOW NOTES (00:00) The Take: Why Is Nestle Hiring An Ex-Amazon Person? (05:09) Ratan Tata Passes Away at 86 (05:48) Markets retreat after gaining, as weakness persists (08:16) Oil prices slip again on weak demand and Chi…

On Episode 405 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddhartha Rastogi, managing director of Ambit Investment Advisors as well as Ajay Rotti, founder and CEO of Tax Compaas. SHOW NOTES (00:00) The Take (04:41) Markets recover on political and China cues, could stabilise now (06:58) Oil slips after demand woes weigh ag…

On Episode 404 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, the newly elected president of the Federation of Automobile Dealers Associations (FADA) as well as Nitin Jain, chairman and managing director of the Neo Group. SHOW NOTES (00:00) The Take: The Fork On The Road For Ola (05:00) Markets’ longest losing s…

On Episode 403 of The Core Report, financial journalist Govindraj Ethiraj talks to Bhushan Kedar, Director, Funds & Fixed Income Research at Crisil Market Intelligence and Analytics. SHOW NOTES (00:00) The Take (04:21) Markets' worst week in over 2 years (07:09) Oil is now inching back to $80 as middle east tensions stretch further (08:25) Forex re…

On Episode 402 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as Bjarne Schieldrop, Chief analyst commodities of Oslo-based energy research firm SEB. SHOW NOTES (00:00) The Take (03:14) Markets crash 1,800 points. Could they fall further? (05:06) Will retail investors sustain the …

On Episode 401 of The Core Report, financial journalist Govindraj Ethiraj talks to Raghav Manohar Narsalay, partner at PwC and Lead for Research and Insights Hub, India. SHOW NOTES (00:00) The Take (04:31) Markets on hold as external pressures build up (08:11) Is $50 a barrel oil on the horizon? (09:51) Two wheeler sales are up, will the festive se…

On Episode 400 of The Core Report, financial journalist Govindraj Ethiraj talks to BV Krishna Rao, president of The Rice Exporters Association. SHOW NOTES (00:00) The Take: The China Syndrome (05:57) Markets fall sharply as correction sets in (08:32) Oil prices unstirred by middle east tensions so far (10:30) Lifting of ban on India’s rice exports …

In this episode, Raghavan Srinivasan, journalist and former editor for The Hindu Business Line, talks about the story of Coca-Cola's entry into the Indian market. He highlights how global brands like Coca-Cola and Pepsi, after initially trying to dominate the Indian market, had to adapt to local preferences, even reintroducing beloved brands like T…

On Episode 399 of The Core Report, financial journalist Govindraj Ethiraj talks to Aniket Dani, Director at CRISIL. SHOW NOTES (00:00) The Take (05:29) The markets take breather, could rise again (07:05) India leads global IPO mania. (09:02) NRIs can rejoice, Indian rice is headed back to global markets. (10:55) Why India needs more container ships…

On Episode 398 of The Core Report, financial journalist Govindraj Ethiraj talks to Sabina Dewan, president and executive director of the JustJobs Network. SHOW NOTES (00:00) Stories Of The Day (01:00) The markets are rising and also diverging (04:26) Oil prices slide as contrary to expectations, Saudi Arabia and others might hike production (05:46)…

On Episode 397 of The Core Report, financial journalist Govindraj Ethiraj talks to Devendra Kumar Pant, chief economist of India Ratings & Research. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets hit highs for 5th consecutive session, more mutual funds switch to cash (03:52) Global stocks are not enthused by China’s bold stimulus moves (04:5…

On Episode 396 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Jain, vice president of research at Dolat Capital Market. SHOW NOTES (00:00) The Take: The fear of a real stock market scam (04:12) Major indices take a pause, metal stocks shine on China light (05:44) JP Morgan highlights India manufacturing opportunity & SE A…

On Episode 395 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, founder of Equinomics Research as well as Bjarne Schieldrop, chief analyst commodities at Oslo-based SEB Research. SHOW NOTES (00:00) The Take: Speculation Sahi Nahi Hai (04:41) Liquidity surge drives Indian markets to fresh records (05:54) Mutual fun…

On Episode 394 of The Core Report, financial journalist Govindraj Ethiraj talks to Harish Bijoor, Brand & Business strategy specialist and founder of Harish Bijoor Consults Inc. SHOW NOTES (00:00) The Take: India’s Whiskey Trail Is A R&D Success (05:38) The markets deliver a Friday whopper, could resume steady climb on Monday (06:58) India is secon…

𝗕𝗮𝗷𝗮𝗷 𝗛𝗼𝘂𝘀𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝘀𝗮𝘄 𝗶𝘁𝘀 𝘀𝗵𝗮𝗿𝗲𝘀 𝘀𝘂𝗿𝗴𝗲 𝗯𝘆 𝟭𝟯𝟲% 𝗼𝗻 𝗶𝘁𝘀 𝗱𝗲𝗯𝘂𝘁, 𝗰𝗹𝗼𝘀𝗶𝗻𝗴 𝗮𝘁 ₹𝟭𝟲𝟱 𝗰𝗼𝗺𝗽𝗮𝗿𝗲𝗱 𝘁𝗼 𝗶𝘁𝘀 𝗶𝘀𝘀𝘂𝗲 𝗽𝗿𝗶𝗰𝗲 𝗼𝗳 ₹𝟳𝟬. 𝗦𝗶𝗺𝗶𝗹𝗮𝗿𝗹𝘆, 𝗣𝗡 𝗚𝗮𝗱𝗴𝗶𝗹 𝗝𝗲𝘄𝗲𝗹𝗹𝗲𝗿𝘀' 𝘀𝘁𝗼𝗰𝗸 𝗰𝗹𝗶𝗺𝗯𝗲𝗱 𝗯𝘆 𝟲𝟱%, 𝗲𝗻𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗱𝗮𝘆 𝗮𝘁 ₹𝟳𝟵𝟯 𝗳𝗿𝗼𝗺 𝗮𝗻 𝗶𝘀𝘀𝘂𝗲 𝗽𝗿𝗶𝗰𝗲 𝗼𝗳 ₹𝟰𝟴𝟬.𝐁𝐮𝐭 𝐢𝐬 𝐭𝐡𝐢𝐬 𝐡𝐲𝐩𝐞 𝐣𝐮𝐬𝐭𝐢𝐟𝐢𝐞𝐝?Investor FOMO (Fear of missing out) is driving demand for IPOs. As more flock to buy shares before th…

On Episode 392 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Founder and Director of Kedia Advisory as well as Rohini Pande the Henry J. Heinz II Professor of Economics and Director of the Economic Growth Center at Yale University. SHOW NOTES (00:00) The Take (04:02) Wall Street jumps and could drive up Indian stoc…

On Episode 391 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, founder of the Global Trade Research Initiative. SHOW NOTES (00:00) The Take (04:12) Markets slip down in anticipation of Fed moves (05:10) India overtakes China on key MSCI Index (08:20) Why are India’s exports slipping? (17:49) Should you rent or b…

On Episode 390 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, executive chairman of Shree Renuka Sugars and also chairman of the Asian Palm Oil Alliance. SHOW NOTES (00:00) The Take (04:21) Markets on standby for US Fed Rate Cut Today (05:23) Oil prices fall, as does wholesale price inflation (06:21) Gold impor…

On Episode 389 of The Core Report, financial journalist Govindraj Ethiraj talks to Narendra Solanki, head of fundamental research at Anand Rathi Investment Services as well as Dr Arunabha Ghosh, founder-CEO of the Council on Energy, Environment and Water (CEEW). SHOW NOTES (00:00) The Take (05:09) The markets hit fresh highs (07:13) Is the Bajaj Ho…

On Episode 388 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Phatak, research director of Counterpoint Research. SHOW NOTES (00:00) The Take: What was the Mahindra Group Thinking? (05:38) Markets slow down (07:22) After Hyundai, another Korean giant LG considers India IPO (08:44) Apple gains market share but the mobile p…

In this episode of The Core Report: Weekend Edition, host Govindraj Ethiraj caught up with legendary investor Mark Mobius, Chairman of the Mobius Emerging Opportunities Fund. Mobius observes the significant growth in market capitalisation and the dramatic rise in the number and size of stocks in India, emphasising why India is a prime investment de…

On Episode 386 of The Core Report, financial journalist Govindraj Ethiraj talks to Harish Bhat, Advisor and Director at the Tata Group and co-author of the book ‘Jamsetji Tata: Powerful Learnings for Corporate Success’. SHOW NOTES (00:00) Stories Of The day (01:09) Bulls tire of pause, hit play again, markets zoom 1,439 points (02:56) ECB Cuts Rate…

On Episode 385 of The Core Report, financial journalist Govindraj Ethiraj talks to Sehul Bhatt, Director at CRISIL as well as Jignesh Shial, Director - Research; Head of BFSI Sector at InCred Capital. SHOW NOTES (00:00) The Take (05:29) Markets fall again as global cues take hold (06:13) Oil price fall is now worrying markets across. (07:20) How ri…

On Episode 384 of The Core Report, financial journalist Govindraj Ethiraj talks to Narendra Taneja, leading energy expert and chairman of the Independent Energy Policy Institute. SHOW NOTES (00:00) The Take (04:12) Markets stay positive but lean on Wall Street (05:10) Mutual funds pull in Rs 38,000 crore in August, second highest ever (06:19) China…

On Episode 383 of The Core Report, financial journalist Govindraj Ethiraj talks to Shantanu Rooj, founder and CEO of TeamLease Edtech. SHOW NOTES (00:00) The Take (04:41) Markets recover, but on weak footing (06:15) Morgan Stanley cuts oil price projection once again (07:20) Cut in Gold Import Duties To Boost Domestic Business (10:10) Iron ore pric…

On Episode 382 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijay Setia, former president of the All India Rice Exporters Association. SHOW NOTES (00:00) The Take: The Givers and The Takers of Indian Stock Markets (04:41) Why markets are still weak (06:50) Demand woes push oil prices lower, now around $71 a barrel (07:51) Bas…

On Episode 381 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, President of the Federation Of Automobile Dealers Associations (FADA). SHOW NOTES (00:00) The Take: Worshipping The Sun (04:21) Markets slip further as the bottom stays weak (06:56) Oil at its lowest since June 2023 (08:10) Auto sales fall again…

On Episode 380 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Mishra, SVP-Research at Religare Broking. SHOW NOTES (00:00) The Take: India’s affluent class has choices to make (05:48) Indices fall as markets digest Wall Street moves (06:20) Rupee hits fresh lifetime low (06:52) Car dealerships say inventories have risen fu…

On Episode 379 of The Core Report, financial journalist Govindraj Ethiraj talks to Jaikrishnan G, Partner - Advisory at PwC India. SHOW NOTES (00:00) The Take: Reading The Right Signs (04:31) Stock Markets rise for the 14th consecutive and record session but barely. (05:34) Oil prices have now fallen below $75 a barrel. (06:16) Go for Gold, says Go…

On Episode 378 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, CEO of Avialaz Consultants. SHOW NOTES (00:00) The Take (03:43) India’s longest ever stock market rally continues, enters 13th day (05:18) Share of Russian crude in India’s oil basket continues to fall (07:52) The operational dynamics of the Air India -…

In this episode, Puja Mehra talks to economist Ila Patnaik about the complex challenges India faces as it strives to compete with China's export dominance. They talk about the uncompetitive infrastructure, higher labor and energy costs, and irrational tariff structures that hinder India’s manufacturing sector. Patnaik discusses the impact of China'…

On Episode 377 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Awtaney, founder and editor of LiveFromALounge.com. SHOW NOTES (00:00) The Take: Grin and Bear It (04:31) The markets now sit on their longest rally ever (05:59) GDP slows down as projected, economists are revising full year growth figures downwards (07:49) GST …

In this episode of The Core Report: Weekend Edition, Govindraj Ethiraj explores the fascinating intersection of science and culture at the Science Gallery in Bengaluru. Join us as we discover how this public institution is engaging young minds through research-based interactions and promoting critical thinking. Our guests, Jahnavi Phalkey, Founding…

On Episode 375 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, veteran market and Reliance watcher and founder of DRChoksey Finserv. SHOW NOTES (00:00) The Take: The Importance of Friction in Payments (05:38) Markets On Longest Winning Streak in 17 years (06:36) Defence stocks, once a darling, are still falling (0…

On Episode 374 of The Core Report, financial journalist Govindraj Ethiraj talks to Neeti Sharma, CEO of Teamlease Digital. SHOW NOTES (00:00) The Take: Why a primary market problem is also a market problem (05:09) Markets see the longest winning run in 4 years. (06:09) Caution on Wall Street even as it waits on Nvidia result (08:14) Will captives o…

On Episode 373 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, senior vice president of Elara Capital as well as Pranav Haldea, managing director of PRIME Database Group. SHOW NOTES (00:00) The Take: Why Indian investors need to be reined in (05:09) Markets on steady upward trot for 9 straight sessions (06:21) Mar…

On Episode 372 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist at ICRA as well as Jawahar Bekay, managing partner at CaptiveAide Advisory. SHOW NOTES (00:00) The Take: Why India should now think China plus 2 (03:33) Markets catch Fed fever, ride on interest rate cut hopes (04:58) Oil prices rise once…

On Episode 371 of The Core Report, financial journalist Govindraj Ethiraj talks to Dhairyashil Patil, president of the All India Consumer Products Distributors Federation as well as Shankkar Aiyar, economic journalist and author. SHOW NOTES (00:00) The Take: How the gap between private and government jobs is increasing (05:38) The stock markets see…

On Episode 370 of The Core Report, financial journalist Govindraj Ethiraj talks to Sugandha Sachdeva, commodity and currency analyst and founder of Delhi-based SS WealthStreet as well as economist Dr Brinda Jagirdar. SHOW NOTES (00:00) The Take: Will The Adani’s Do What The Regulators Failed To (05:57) Stock Markets rise for 6th session, albeit slo…

On Episode 369 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as tax expert Dinesh Kanabar, founder and CEO of Dhruva Advisors. SHOW NOTES (00:00) The Take: The Price Of Reducing Friction (06:17) Markets Seek Direction Once Again (07:53) Gold Prices Edge Back But Stay In Record Te…

On Episode 368 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Velonie, senior director at CRISIL Ratings. SHOW NOTES (00:00) The Take (05:00) Markets piggyback on Wall Street rise. IT stocks could keep momentum high (06:33) Oil prices slide on reports of peace talks in the middle east (08:07) Are more Indians switching to …

On Episode 367 of The Core Report, financial journalist Govindraj Ethiraj talks to Mukesh Butani, well known tax lawyer and founder of BMR Legal. SHOW NOTES (00:00) The Take: How Safe is My Money? (05:00) Markets are listless and standing by (07:41) India’s usually strong rupee has weakened when most other currencies have risen (08:49) How iron ore…

In this episode, Puja Mehra talks to economist Payal Malik about the impact of big tech companies like Google and Meta on market competition in India and the recent antitrust ruling against google. They explore how these giants dominate industries through data extraction, stifling innovation and harming suppliers, the need for new regulations to ad…