On Episode 438 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, chief economist at ICRA as well as Peeyush Dalmia, Senior Partner at McKinsey & Company SHOW NOTES (00:00) The Take (04:21) Markets wait for election cues in the absence of others (07:55) Rating agency ICRA projects lower growth for 2024-25 (16:52) Is a global crude oil glut coming? (19:54) India needs insurance but Indians are not buying as much ...

On Episode 437 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Raj Singhania, Managing Partner of Ralas Motors and Chairman of FADA Academy and Research as well as Dhaval Ajmera, Director at Ajmera Realty & Infra. SHOW NOTES (00:00) The Take (04:41) Markets on longest losing streak since February 2023 (06:17) Can an escalation in trade tensions drive up gold prices? (08:02) Auto sales pick up in the festive period, what is the final analysis? (15:49)...

On Episode 436 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Founder and Principal Economist of Asia Decoded. SHOW NOTES (00:00) The Take (04:41) Markets are weak, Trump rally on Wall Street pauses (08:23) Gold prices down almost Rs 6,000 from peak. (10:39) Forex reserves down $29 billion from September high of $704 billion (12:27) What does China + 1 mean for India in the new Trump regime? Nasscom Conversations Ep 4 Harnessing AI’s...

In this episode of The Core Report: Weekend Edition, host Govindraj Ethiraj chats with Dr Mukesh Aghi, President and CEO of the US-India Strategic Partnership Forum, to discuss the implications of President Trump's trade policies for India-US relations.  Together, they explore some timely issues: 🇺🇸🇨🇳 Trump has threatened 60% tariffs on China and 20% on the rest of the world, and how that could impact companies like Tesla with major China operations. 💼 Reforms to the H-1B visa program,...

On Episode 434 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautam Trivedi, Co-Founder & Managing Partner at Nepean Capital as well as Garima Kapoor, Economist And Executive Vice President at Elara Securities SHOW NOTES (00:00) Stories Of The Day (01:00) The markets are now down 10% from their peak (04:25) Oil at 45 and what that means (06:21) Foreign institutional investors are not the only ones selling heavily. What is driving the selling and could it...

On Episode 433 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, Economist at QuantEco Research. SHOW NOTES (00:00) The Take: MTNL, Time To Pull The Plug (05:00) Markets flounder again (06:13) Wall Street balances on record highs (07:49) Oil prices fall on lower demand expectations (10:04) Inflation hits 14-month high of 6.21% (18:51) Hyundai results come a cropper ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your...

On Episode 432 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Awtaney, Founder and Editor of Live From A Lounge. SHOW NOTES (00:00) The Take: Location is becoming history (05:09) Markets are flat even as mutual funds see record inflows (06:19) Will India Depreciate The Rupee? (08:06) SIP’s cross Rs 25,000 crore a month as long term investors stay plugged in (10:47) A full service monopoly takes over India’s airways. Vistara signs off and becomes Air...

On Episode 431 of The Core Report, financial journalist Govindraj Ethiraj talks to Surendra Mehta, National Secretary of the Indian Bullion and Jewellers Association as well as Dr Rajiv Kovil, State Secretary for the Research Society for the Study of Diabetes in India (RSSDI). SHOW NOTES (00:00) The Take (06:17) FIIs have now pulled out $12.5 billion since October, why market overhang will continue (08:11) The rupee hits a fresh low as strong dollar reigns (09:50) Crude oil...

Ever wondered what’s inside the machines that make our lives easier? In this edition of The Core Report: Weekend Edition with Govindraj Ethiraj, Guruprasad Mudlapur, President of Bosch India, takes us behind the scenes of one of the world's leading tech companies. You'll learn about the nuts and bolts of Bosch’s R&D process, from conceptualisation to the final product. How do they decide which projects to focus on? How do they adapt their globally renowned technology to the conditions of...

On Episode 429 of The Core Report, financial journalist Govindraj Ethiraj talks to Pushan Sharma, Director Research at CRISIL Market Intelligence and Analytics as well as Victor Vanya, Director & Co-Founder of EMA Solutions. SHOW NOTES (00:00) The Take: Jet Airways (05:29) Markets fall as Trump party hangover sets in (07:06) Gold, copper prices fall sharply as the dollar strengthens further on Trump's victory (08:28) Why potato, onion prices will stay higher for longer and...

On Episode 428 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO of Ananta Centre (and former Associate Editor with the Times of India) as well as Irfan Noorudin, the Hamad bin Khalifa Al-Thani Professor of Indian Politics at Georgetown University in Washington, D.C. SHOW NOTES (00:00) The Take (05:38) The markets continue bounce back on Trump victory (07:26) The dollar is on an unbreakable run. Will it last? (09:11) What does a Trump...

On Episode 427 of The Core Report, financial journalist Govindraj Ethiraj talks to Raymond Vickery, Senior Associate at Center for Strategic and International Studies and Former US Assistant Secretary of Commerce as well as Amit Parbari, Founder and Managing Director of CR Forex. SHOW NOTES (00:00) US Elections (08:56) The Take (13:44) Markets rise in a relief rally after a 8% pounding from peak. (15:29) The rupee hovers around a record low, what could turn it around? (24:02)...

On Episode 426 of The Core Report, financial journalist Govindraj Ethiraj talks to Peter McGuire, CEO of XM Australia as well as Dr Ajay Sahai, Director General and CEO of the Federation of Indian Export Organisations. SHOW NOTES (00:00) The Take (04:50) Markets fall the most in a month as investors turn nervous (13:33) Production cutbacks push oil prices up, America is world’s largest oil producer (14:50) Meet the world’s largest oil producer, the United States of America ...

On Episode 425 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Amir Ullah Khan, Economist and Research Director of the Centre for Development Policy and Practice. SHOW NOTES (00:00) The Take (05:29) Markets recover in special trade, all eyes on US elections (06:27) Oil prices rise on speculation that Iran might retaliate (06:55) Nvidia to replace Intel on Dow Jones Index (08:50) Berkshire Hathaway has moved to record cash levels at $325 billion, what...

Marico has been around for 25 years and is known for its popular brands like Parachute and Saffola. But the Indian market is changing rapidly, with new consumer trends emerging all the time. So how is Marico keeping up? On The Core Report: Weekend Edition, Govindraj Ethiraj is joined by Saugata Gupta, MD & CEO at Marico Limited. He discusses how the company strategically expanded into new categories (shampoos, baby care and even ethnic hair care in South Africa). How they took their...

What if you could unlock the secrets to enduring success through the world of industrial pioneers? In this special episode of The Core Report, Govind Ethiraj discusses the legacy of the Tata group with R. Gopalakrishnan and Harish Bhat, co-authors of the transformative book Jamsetji Tata: Powerful Learnings for Corporate Success. Their book dives deep into the life and legacy of Jamsetji Tata, the visionary founder of the Tata Group. His entrepreneurial spirit and values have shaped modern...

On Episode 422 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist at Emkay Global Institutional Equities. SHOW NOTES (00:00) Stories Of The Day (01:19) Markets recover, push back against the bears. How long? (04:10) Oil jumps as some calm returns to the middle east. (05:40) Uncertainty in Japan as a snap election has mixed results (06:56) India’s states are on an unprecedented spree of freebies even as their revenues slow down ...

On Episode 421 of The Core Report, financial journalist Govindraj Ethiraj talks to Pushan Sharma, Director - Research, CRISIL Market Intelligence and Analytics as well as Himanshu Parekh, Partner and Head of tax (West) at KPMG. SHOW NOTES (00:00) The Take (05:00) The markets continue to sell off (06:50) India is one of the most attractive bond markets in the world now (10:22) Revenue growth slowest in 16 quarters says Crisil (19:28) Can Indian tax laws have explainers alongside...

In this weekend edition of The Core Report, prominent Indian businessman and Co-Chairperson of Forbes Marshall Naushad Forbes and Financial journalist Govindraj Ethiraj explore the reasons why Indian companies are lagging behind global firms in R&D spending. Forbes argues that India's investment in R&D is significantly lower than the world average, with Indian firms only investing 0.3% of their GDP in R&D compared to 1.5% globally. This low investment stems from a combination...

On Episode 419 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinod Karki, Equity Strategist with ICICI Securities as well as Heena Vazirani, Partner at PwC india. SHOW NOTES (00:00) The Take (03:53) Markets are flat, could they stay here? (06:11) The surprising story behind the record $10 billion worth of stock sold by FIIs in October (15:04) Manufacturing PMI picks up (17:27) Indian companies are not doing enough on data privacy awareness (26:23) The...

On Episode 418 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist at Emkay Global Institutional Equities as well as Sheetal Sapale, VP Commercial at Pharmarack. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets struggle once again to hold gains as sellers take charge (01:50) Consumer products giant HUL says urban demand is slowing, reports lower sales (03:40) Gold prices hit fresh highs, Goldman Sachs cuts India outlook ...

On Episode 417 of The Core Report, financial journalist Govindraj Ethiraj talks to Divyam Mour, research analyst at Samco Securities as well as Sagar Shetty, research analyst at StoxBox. SHOW NOTES (00:00) The Take: That Sinking Feeling (03:33) Markets are falling. The Mega IPO effect (07:59) A Look at the Cement and IT (13:49) How China Plus One has fallen short (15:29) HSBC Restructures, Gets First Woman CFO ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your...

On Episode 416 of The Core Report, financial journalist Govindraj Ethiraj talks to entertainment industry journalist and author Vanita Kohli Khandekar as well as Dr Ajay Mathur, Director General of the International Solar Alliance. SHOW NOTES (00:00) The Take (05:09) FPIs in full blown selling mode, unload $10 billion of stock (06:46) Rupee hits record close, gold prices are up 32% this year (07:44) Chinese steel production drops, dumping could increase (09:15) India is...

On Episode 415 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder of the Global Trade Research Initiative (GTRI) as well as Shankkar Aiyar, veteran economic journalist and columnist. SHOW NOTES (00:00) The Take (06:07) Markets receive fresh set of positive cues, will they respond (08:37) Oil prices soften once again (09:25) Gold hits fresh record. Safe haven is back (10:35) A Donald Trump presidency means tariffs could go up, as promised....