PODCAST · news
The Core Report
by The Core
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
-
873
#929 Indian Markets Steady Even Global Markets Are Volatile
On Episode 929 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Notani, Partner at Economics Law Practice (ELP).SHOW NOTES(00:00) Stories of the Day(01:00) Indian Markets Steady Even Global Markets Are Volatile(05:25) Voltas Raises Prices, More Brands Could Follow(06:34) A Lot Of Money Is Locked Up In Security Deposits For Taking Homes On Rent, How Much Comes Back?(08:14) The India-UK FTA Kicked Off On Wednesday, What Are The Early Signs Looking Like?Check out our power tracker https://cleanpower.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
872
#928 Markets Adjust To Longer War Reality In West Asia
On Episode 928 of The Core Report, financial journalist Govindraj Ethiraj talks to Mukesh Chand, Senior Counsel at ELP (Economic Laws Practice).SHOW NOTES(00:00) Stories of the Day(01:00) Markets Adjust To Longer War Reality In West Asia(04:31) PayPal sees a takeover bid that could value it more than $50 billion(05:45) The Second Phase Of India’s Semiconductor Mission Kicks Off With 127,000 Crore(09:38) NCLT Approved A Record 78 Resolution Plans Under The Insolvency And Bankruptcy Code In The Last Quarter Check out our power tracker https://cleanpower.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
871
#927 West Asia Truce Collapses But Impact On Markets Could Be Lesser
On Episode 927 of The Core Report, financial journalist Govindraj Ethiraj talks to Economist Ajit Ranade.SHOW NOTES(00:00) Stories of the Day(01:09) West Asia Truce Collapses But Impact On Markets Could Be Lesser(02:58) Direct Tax Collections Are Up 16%(07:28) Electronics Trade Deficit At $8.4 Billion Now Forms 28% Of India’s Goods Trade Deficit, With Imports Growing Faster Than Oil(09:22) Wholesale Price Inflation Is Up(10:14) Why Loans For US-Bound Students Have Dropped 57% From The Previous Year(11:03) Why India’s Sovereign Bond Yields Are Hiding A Problem(24:23) Check Out Claude’s India Pricing Strategy(25:13) Which Way Do You Think Ticket Prices Are Going For The Semifinals And Finals Of The World Cup?Check out our power tracker https://cleanpower.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
870
#926 The Markets Hold Their Ground
On Episode 926 of The Core Report, financial journalist Govindraj Ethiraj talks to Varun Lohchab, Chief Research Officer–Equities at HDFC Securities as well as Aditi Nayar, Chief Economist at ICRA.SHOW NOTES(00:00) Stories of the Day(01:09) The Markets Hold Their Ground Despite Renewed Fighting In West Asia(04:00) Asian Paints Raises Prices By A Surprising 12% In Sign Of Tail Order Impact(05:13) The SpaceX Stock Debacle, The Story Behind The Story(08:01) Retail Inflation Hits 4.8% As Impact Of Fuel Price Hikes, Food Kicks In(16:05) India's Exports Rose By 15.5 Per Cent To $40.41 Billion In June(17:55) Earnings Season Has Kicked Off, What Lies In Store?Check out our power tracker https://cleanpower.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
869
#925 Markets Are Savouring The Return Of FIIs
On Episode 925 of The Core Report, financial journalist Govindraj Ethiraj talks to Harsh Gupta Madhusudan, Fund Manager & Chief Equity Strategist at Ionic Wealth, a part of Angel One.SHOW NOTES(00:00) The Take(04:50) Markets Are Savouring The Return Of FIIs And Hope(07:20) India Exports To The UK Are Quite Low And Low Market Share Alone Does Not Signal A Big Opportunity.(10:11) Garments Offer The Biggest Opportunity In India’s Exports To The UK But Other Areas Need Work.(12:53) A Structural Long Term View On The Markets.(27:40) The AI World Is Surprising Us By Hiring Graduates Of A Discipline You Would Have Never Dreamt Of.Check out our power tracker https://cleanpower.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
868
#924 Can Jio BlackRock Change How India Invests In Mutual Funds? | Govindraj Ethiraj | The Core Report
Can Jio BlackRock Change How India Invests In Mutual Funds? In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Sid Swaminathan, MD and CEO, JioBlackRock AMC, about why one of the world’s biggest asset managers is betting on India’s next wave of investors and what it could mean for mutual funds, digital investing and portfolio building.India’s mutual fund industry has grown fast, but Jio BlackRock believes the country may still be at the beginning of a much larger investing shift. With BlackRock’s global investment expertise and Jio’s understanding of Indian consumers, the Jio BlackRock joint venture is trying to make mutual fund investing simpler, more accessible and more useful for both first time investors and experienced investors.Sid Swaminathan explains why India’s asset management market is entering a new phase. The first phase was about access, getting more Indians into mutual funds through SIPs, digital platforms and easier investing journeys. The next phase may be about outcomes, where investors look beyond basic equity exposure and start building stronger portfolios that can handle rising markets, falling markets and sideways markets.The conversation also explores how Jio BlackRock is using systematic active equity, AI driven investing, BlackRock’s Aladdin technology and digital first distribution to enter a crowded mutual fund market. Sid also discusses the Jio BlackRock PRISM SIF scheme, hybrid funds, derivatives for risk management, portfolio diversification, international investing through GIFT City and why India’s investment market could grow significantly over the next few years.CHAPTERS:(01:30) BlackRock’s India Journey(04:44) BlackRock’s Global Investment Approach(06:21) Why Diversification Matters for Investors(08:29) Why BlackRock Partnered With Jio(10:28) JioBlackRock’s Market Entry Strategy(14:48) Retail Investors and Direct Digital Growth(17:41) BlackRock’s Joint Ventures Beyond India(18:40) Why India Is a Long-Term Market(20:17) How Jio BlackRock Chose Its First Funds(23:16) How Cross-Functional Teams Build Products(24:14) GIFT City and International Investing(25:15) BlackRock’s Advantage in Global Funds(26:43) Why Global Investing Needs a Broader Approach(27:24) How AI Could Shape Markets(28:42) What Makes the Prism SIF Different(32:45) Why SIFs Sit Between Mutual Funds and PMS (33:18) How Derivatives Reduce Risk(34:26) What India Can Learn From Liquid Alts(36:33) Why India Feels More Dynamic Than Mature MarketsFor India based professionals, business leaders, financial services executives, consultants and serious investors, this episode offers a rare look at how Jio BlackRock is thinking about India, mutual funds, asset management and the future of investing.Watch the full conversation to understand whether Jio BlackRock can change how India invests, how mutual funds may evolve, and what Indian investors should know before the next phase of India’s investing journey begins.Subscribe to The Core Report for sharp conversations on business, finance, markets, investing, the Indian economy and the forces shaping India’s real economy.Can Jio BlackRock change how India invests in mutual funds? Watch Govindraj Ethiraj’s conversation with Sid Swaminathan, MD and CEO of JioBlackRock AMC, on India investing, digital investing, AI driven investing, portfolio building and the future of asset management. Discover what Jio BlackRock could mean for first time investors, experienced investors and India’s next wave of mutual fund growth.#JioBlackRock #MutualFunds #IndiaInvesting #DigitalInvesting #TheCoreReport #TheCore
-
867
#923 What Signals Are The Markets Really Looking For?
On Episode 923 of The Core Report, financial journalist Govindraj Ethiraj talks to Tejashree Joshi, Head - Environmental Sustainability at Godrej Enterprises Group as well as G Chokkalingam, Founder of Equinomics Research.SHOW NOTES(00:00) Stories of the Day(00:50) What Signals Are The Markets Really Looking For?(03:46) How India Inc Revenue Grew 11% + In The Latest Quarter And What Drove It?(06:08) India To Prepare For Peak Demand Of 300 GW Next Year, From Around 270 GW This Year(08:16) Extended Discussion on Market Signals with G Chokkalingam(15:26) How Are Manufacturers Responding To Extreme Climate Situations, From Heatwaves To Heavy RainfallCheck out our power tracker https://cleanpower.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
866
#922 Markets Recalculate Impact As Trump Signals End Of Truce
On Episode 922 of The Core Report, financial journalist Govindraj Ethiraj talks to Raja Lahiri, Partner at Grant Thornton Bharat as well as Nicolas Ziv, Lead Specialist, Transport Sector Resilience at Coalition for Disaster Resilience Infrastructure (CDRI).SHOW NOTES(00:00) Stories of the Day(00:50) Markets Recalculate Impact As Trump Signals End Of Truce(05:00) The RBI Wants A Cryptocurrency Policy That Leans Towards Prohibition(06:57) Its Pharmaceuticals And Cricket All The Way In The Mega Deals Of The Last Quarter(14:25) The Growing Importance Of Disaster Resilience In General And The Importance Of Airports In Specific(23:08) Deepseek Wants To Build Its Own ChipCheck out CDRI's Airport Resilience Tool:https://cdri.world/airport-resilience-tool/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
865
#921 Foreign Portfolio Investors Are Returning To Indian Markets
On Episode 921 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Analyst as well as Radhika Rao, Senior Economist and Executive Director at DBS Bank.SHOW NOTES(00:00) Stories of the Day(00:50) Foreign Portfolio Investors Are Returning To Indian Markets, One Trade At A Time(04:19) Nato Meet Kicks Off In Turkey (04:55) India To Supply Missiles To Indonesia And Partner For A Port(05:48) The Trend Shifts Within Indian Markets As Financial Stocks Lead The Pack(20:26) How Low Oil Prices And Other Positive Macro Signals Could Help The EconomyFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
864
#920 All Eyes On Q1 Results
On Episode 920 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at the Federation of Automobile Dealers Associations (FADA).SHOW NOTES(00:00) Stories of the Day(00:50) All Eyes On Q1 Results To Provide The Next Booster Shot To The Markets(03:50) The Statistical Argument For India’s Market Recovery Versus Other Emerging Markets, Starting With How Beaten Down They Are(06:08) India’s Auto Sales Clock Record June Month Even As Dealerships Tackle Blended Fuel Controversy(19:35) Etihad And Saudia Airlines Are Vying For New Boeing And Airbus Aircraft Slots Whose Purchases Air India May PostponeSUBSCRIBE to How India's Economy Works with Puja MehraFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
863
#919 Markets Set For Firmer Week Ahead
On Episode 919 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanket Kulkarni, Head-Business Development (Theatrical) at Ormax Media as well as Vivek Ramji Iyer, Partner and National Leader Financial Services - Risk Advisory at Grant Thornton Bharat.SHOW NOTES(00:00) The Take(04:50) Markets Set For Firmer Week Ahead As Oil And Rupee Consolidate(06:46) Oil Markets Continue To Point To Potential Oversupply And Thus Stable Prices(08:38) Govt Launches Fresh Defense Of E20, Ethanol Blended Fuel(12:42) Gold Loans Are The Second Largest Retail Credit Category After Home Loans And Why Their Growth Is Encouraging And Worrying(20:00) The Surprising Box Office Shift In May Which Saw Bollywood Films Kicked Off The Top 5For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
862
#918 How Paint Became India’s Next Big Manufacturing Story | Govindraj Ethiraj | The Core Report
How Paint Became India’s Next Big Manufacturing Story explores why India’s paint industry has moved from the background of business news to the centre of a new manufacturing race.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Sharad Malhotra, Managing Director of Nippon Paint India, on how paint became one of India’s most interesting industrial growth stories. For decades, the sector was seen mainly as a decorative paints business. Now, it is drawing attention from large business houses, private capital, infrastructure players and global manufacturers.India’s paint market is estimated at around ₹80,000 crore, but paint consumption per person is still far below developed markets. That gap is creating opportunity across decorative paints, industrial coatings, automotive paints, wood coatings, railways, infrastructure and specialised high-performance products.Sharad Malhotra explains what is changing inside the industry. Why are companies building more factories? Why does India need localised paint technology for heat, rain and extreme weather? And why has competition in the Indian paint market become so intense?This conversation looks at paint not just as a consumer product, but as a lens into Indian manufacturing, construction, infrastructure, chemical value chains, business strategy and India’s next decade of economic expansion.Watch this episode for a sharp, grounded conversation on how a familiar product became a serious manufacturing opportunity.Subscribe to The Core Report for conversations on business, economy, markets, policy and the companies shaping India’s future.How Paint Became India’s Next Big Manufacturing Story shows why India’s paint industry is now central to manufacturing, infrastructure, construction, industrial coatings, chemical value chains and business strategy. Watch Govindraj Ethiraj on The Core Report for sharp insight into India’s economic future.#IndianEconomy #Manufacturing #PaintIndustry #BusinessNews #TheCoreReport #TheCore
-
861
#917 Falling Oil Prices Lift Markets Again
On Episode 917 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Pal, Head - Fixed Income at PGIM India Mutual Fund as well as Sanjay Lazar, Aviation Expert.SHOW NOTES(00:00) Stories of the Day(00:50) Falling Oil Prices Lift Markets Again(04:08) How Are India’s Fixed Income Markets Responding To Rising Bond Flows?(13:18) Indigo Launches A Lite No Cabin Baggage Fare, Will This Work In A Market Like India?(20:08) Meta Wants To Offer Cloud Infrastructure Like AWS And Azure(21:47) Another Deep Seek Like AI Model Is HereFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
860
#916 Are FPIs Getting Ready To Return To Indian Markets?
On Episode 916 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Senior VP and Head of Research for Currency and Commodities at Kotak Securities as well as Sohrab Bararia, Partner, Indirect Tax at Grant Thornton Bharat.SHOW NOTES(00:00) Stories of the Day(00:50) Are FPIs Getting Ready To Return To Indian Markets?(03:50) Oil Flows Could Go Into Oversupply Soon, Says Goldman Sachs(05:38) Tiktok’s $39 Billion Data Centre Is Coming Up In Brazil(05:57) Where And How Could The INR Land In Coming Months?(14:05) Nine Years Of GST, The Unfinished AgendaFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
859
#915 Gold Prices Are Falling Even As Stock Markets Are Muted
On Episode 915 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Mitra, Food and Dairy industry Expert as well as Puneet Gupta, Director, India & ASEAN Automotive Market at S&P Global Mobility.SHOW NOTES(00:00) Stories of the Day(01:09) Gold Prices Are Falling Even As Stock Markets Are Muted(01:54) India Records Driest June In 10 Years Even As June Monsoons Are At 39% Of LPA(05:20) Deutsche Bank Exits India Retail And Wealth Business(06:35) Can Delhi’s EV Policy Be Taken To Other Cities And States?(13:39) Global Air Traffic Was Down 2.2% In May With Middle East Falling Nearly 25%(14:35) The World Is Talking About Proteins, What Are The India Opportunities?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
858
#914 Stocks Fall Again Because Of Monsoon Concerns
On Episode 914 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Matthan, Founding Partner of Trilegal. We also feature bites from our recent Weekend Edition featuring Rajani Sinha of CareEdge Ratings, Somashekhar Vemuri of Crisil Ratings and Manas Majumdar of PwC.SHOW NOTES(00:00) Stories of the Day(00:50) Stocks Fall Again Because Of Monsoon Concerns Even As Rains Pick Up.(03:13) Electricity Consumption Spike Drives Up Industrial Output.(10:43) Most NRI Deposits Into New Schemes Expected From The Gulf Region.(14:02) Residential Sales Dropped 6% In Q2 2026 As Uncertainty Rules. (14:58) Why India Needs A Single Destination For Its Multiple Laws And Rules.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
857
#913 Indian Markets Will Stay Cautious On Oil Price Movements
On Episode 913 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President-Research & Co- Founder at Counterpoint Research as well as Jayanth Neelakanta, Founder and CEO of Equip.SHOW NOTES(00:00) The Take(04:41) Indian Markets Will Stay Cautious On Oil Price Movements(06:46) A US Judge Ordered The Justice Department On Friday To Justify Its Decision To Drop Criminal Charges Against The Adani Group’s Gautam Adani.(07:56) Chipflation Is Here As Companies Like Apple Announce Sharp Hikes, How Worse Can It Get?(19:53) How AI Is Helping Hiring Decisions And What Are The Job Market Trends That It Is Throwing Up(30:21) Australia Is Doubling Down On 6-Month Ban On Child Access To Social PlatformsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
856
#912 Crude Oil Falls Below 73: What It Means for India Economy? | Govindraj Ethiraj | The Core Report
Crude Oil Falls Below 73: What It Means for India Economy?.Brent crude oil has slipped below $73 a barrel and that could be a game changer for the India economy. Lower crude oil prices can ease inflation, improve India’s current account deficit, strengthen government finances and even create room for lower fuel prices in the months ahead.But is this the beginning of a new oil cycle or just a temporary pause in the West Asia crisis?In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with leading economists and energy experts Rajani Sinha of CareEdge Ratings, Somashekhar Vemuri of Crisil Ratings and Manas Majumdar of PwC to decode what falling crude oil prices mean for India’s GDP growth, inflation, rupee, stock market, fuel prices and corporate earnings.CHAPTERS:(01:35) What Lower Crude Prices Mean for India(05:04) Oil Supply, OPEC and the Risk of Oversupply(07:27) How Crude Prices Affect India’s Current Account(09:13) Why Services Exports and Remittances Matter(10:36) When Petrol and Diesel Prices Could Fall(14:05) How Much Pressure Can Corporate India Avoid? (18:48) How India’s Economy Is Adapting to Shocks(22:26) India’s Oil Supply Diversification (24:38) Demand Management and the Return of Consumption(25:45) Where Private Capex Is Still Happening(28:04) What Could Support the Rupee(29:37) The Two Risks to Watch: Monsoon and West Asia (31:07) Oil, Gas and India’s Energy Resilience(32:54) The Broader Economic OutlookIf you follow business news, stock markets, the Indian economy, global energy markets, investing or geopolitics, this conversation will help you understand why crude oil prices matter to every Indian household and investor.Subscribe to The Core for deep conversations on business, economy, markets and policy that shape India’s future.Crude oil falls below $73 and the India economy could feel the impact. Watch Govindraj Ethiraj on The Core Report decode what lower Brent crude oil and oil prices mean for inflation, GDP growth, rupee, stock market, fuel prices and corporate earnings, and why the West Asia crisis still matters.#CrudeOil #IndiaEconomy #OilPrices #BrentCrude #TheCoreReport #TheCore
-
855
#911 India’s Stock Market Through A Bottom Up Investing Lens | Govindraj Ethiraj | The Core Report
India’s stock market through a bottom up investing lens is the focus of this episode of The Core Report Special Edition, where financial journalist Govindraj Ethiraj is in conversation with Rakesh Vyas, CIO & Portfolio Manager at Quest Investment Managers.Where will India’s next stock market returns really come from?Beyond oil prices, geopolitics, inflation, the rupee and global uncertainty, this conversation looks at India’s equity market from the ground up. Rakesh Vyas breaks down the sectors and themes that could shape India’s next phase of market returns.The discussion covers banks, lending and financialization of savings, along with consumption, premiumization and retail growth. It also looks at energy, power transmission and manufacturing as India prepares for higher demand, more capex and a stronger domestic growth cycle.Can lending become the one sector that connects India’s consumption story, energy investment and financial savings boom? Are Indian market valuations fair, expensive or still attractive? And will corporate earnings growth matter more than market hype?CHAPTERS:(01:52) Where Equity Returns May Come From Next(06:45) Why Lending Could Lead India’s Financialisation Story (10:26) The Big Shift in Indian Consumption (12:50) Why Premiumisation Is Still Early(14:47) Energy Demand, Power Capex and Transmission(19:05) Why Solar Equipment Stocks Face Pressure(21:31) Why IT Sector Has Been Underweight(24:24) Why IT Services Still Have a Role in AI(25:09) How Lending Connects India’s Big Growth Themes (26:36) What Investors Should Expect From Markets (28:14) Are Earnings Finally Set to Recover? (30:31) The Biggest Risks for Indian Markets (32:04) Manufacturing and Exports as the Next Big Opportunity(33:59) Are Indian Markets Fairly Valued?The episode also explores IT services, AI, GCCs, exports, pharma and manufacturing as long term opportunities for India’s equity market and the broader Indian economy.Watch the full conversation for a sharper view of India’s stock market, bottom up investing, equity market trends and India’s next growth opportunities.#IndiaStockMarket #StockMarketIndia #EquityMarket #IndianEconomy #TheCoreReport #TheCore
-
854
#910 Oil Prices Fall Below Pre War Levels As Optimism Rises
On Episode 910 of The Core Report, financial journalist Govindraj Ethiraj talks to Jitendra Gohil, CIO - Listed Equities at Bajaj Alternate Investment Management Limited as well as Soumya Mohanty, MD & Chief Client & Solutions Officer, South Asia at Kantar.SHOW NOTES(00:00) Stories of the Day(01:00) Oil Prices Fall Below Pre War Levels As Optimism Rises(05:43) How South Korean Supertankers Are Ruling The Persian Gulf(07:03) India Is Using More Domestic Coal Instead Of Imported(08:15) Shaping Market Strategies Based On Geopolitical Moves(18:49) India’s Most Creatively Effective Brands Include Oldies Taj Mahal Tea And Tata SaltFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
853
#909 Did A Big IPO Break The Market Just Now?
On Episode 909 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at the Global Trade Research Initiative (GTRI) as well as Deepak Ballani, Director General at the Indian Sugar and Bio-Energy Manufacturers Association (ISMA).SHOW NOTES(00:00) Stories of the Day(01:00) Did A Big IPO Break The Market Just Now?(03:45) Oil Prices Continue To Slide Downwards As Talks Progress(06:35) India’s Banking Sector Saw Higher Credit Growth Than Deposit Growth In Fiscal 2026(08:10) What Are The Real Options Ahead Of India On The US-India Trade Deal?(16:36) Results Of A IIT-Delhi Led Study On Flex Fuel Compatibility For Ethanol Fuel Is Out. What Does It Say?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
852
#908 Lessons From The World’s Biggest IPO
On Episode 908 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Deputy Head of Research at Elara Securities (India) as well as Piyush Pandey, Senior Vice President, Lead Analyst-Institutional Equities for IT, Telecom, Internet and Power at Centrum India.SHOW NOTES(00:00) Stories of the Day(00:50) Lessons From The World’s Biggest IPO(02:17) Monsoons Have Now Recovered And Is Advancing, Says The IMD(09:00) Near Term Risks For The Rupee Are Fading But There Are Longer Term Issues(17:16) Alan Greenspan, The Man Behind The Famous Irrational Exuberance Term Has Died(19:04) Where Do Analysts See Value In The Telecom Business Stack?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
851
#907 Why Indian IT Stocks Are Getting Battered
On Episode 907 of The Core Report, financial journalist Govindraj Ethiraj talks to Muralikrishnan B, Founding Faculty at the International Institute for Faculty and Research.SHOW NOTES(00:00) The Take(06:45) The Rains Are Here.(07:54) Why Indian IT Stocks Are Getting Battered.(09:51) Rupee Has Best Week In 11 Weeks. Meanwhile, The World’s Best Performing Currency In The Last Few Weeks Is..(11:04) A Wave Of Mega IPOs And Smoothened Buyback Norms Could Provide Some Lift To The Markets.(14:02) Why B Schools Want To Hear Corporate Leaders But More Than Just War StoriesFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
850
#906 Why India’s FDI Is Falling Despite Its Growth Story | Govindraj Ethiraj | The Core Report
Why is India’s FDI falling despite its growth story, and why is India struggling to attract foreign investment at the scale its economy needs?In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Ketan Dalal, Managing Director, Katalyst Advisors, and Sudhir Kapadia, Senior Board Advisor and Ex-National Tax Leader at EY India, to unpack India’s foreign direct investment challenge.The conversation looks beyond the headline FDI numbers to understand what is really happening to foreign investment in India. Is the fall in net FDI a warning sign, or does it partly reflect successful investor exits? Why are gross FDI, private equity flows, foreign portfolio investment, outbound investment, rupee pressure, and dollar inflows all part of the same larger story?Ketan Dalal explains why India’s real FDI problem may lie in on-ground constraints such as land availability, industrial clusters, logistics costs, power, judicial delays, policy uncertainty, and ease of doing business. Sudhir Kapadia explains why tax certainty, capital gains treatment, withholding tax, sovereign wealth funds, pension funds, and long-term policy stability matter if India wants patient foreign capital.The discussion also explores why India needs more strategic FDI in manufacturing, not just private equity-led investment or secondary buyouts. From AI and semiconductors to green energy, GCCs, infrastructure, global supply chains, and sector-led policy focus, the episode asks what India must do to turn its growth story into a stronger foreign investment story.Can India unclog its FDI pipeline and make foreign investors more confident about investing in India?#IndiaFDI #ForeignInvestment #IndianEconomy #FDI #TheCoreReport #TheCore
-
849
#905 Markets Are Coasting On Hopes Of Oil Prices Staying Down
On Episode 905 of The Core Report, financial journalist Govindraj Ethiraj talks to Siraj Hussain, former Agriculture Secretary to the Government of India (and frequent columnist on agricultural and food production issues) as well as Ambareesh Baliga, Market Expert.SHOW NOTES(00:00) Stories of the Day(01:00) Markets Are Coasting On Hopes Of Oil Prices Staying Down(06:18) What A Surge In IPOs Means For The Market(12:17) Why The Rupee Is Likely To Stay Under Pressure For A While(14:35) Decoding The Government’s Drought Plans And Why Farmers Have To Switch To Drought Resistant Crops(25:11) Why The Price Of The Next Iphone Could Be Much Higher Than ExpectedFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
848
#904 Indian Markets Are Now Cautious
On Episode 904 of The Core Report, financial journalist Govindraj Ethiraj speaks to Gauri Shankar Nagabhushanam, CEO at CapitaLand India Trust, in an excerpt from our Special Edition. We also feature an excerpt from our show How India’s Economy Works hosted by journalist and author Puja Mehra and featuring economist Renu Kohli, formerly at the Reserve Bank of India and the IMF and currently senior fellow at the Centre for Social and Economic Progress (CSEP).SHOW NOTES(00:00) Stories of the Day(01:00) Indian Markets Are Now Cautious As They Standby For West Asia Developments(06:50) FTA With UK To Kick Off Next Month Even As Indian Companies Step Up Investments There(07:59) Mumbai Is Running Out Of Water(09:00) Singapore Based Real Estate Investment Giant Capitaland Outlines India REIT Strategy And Outlines Datacentre Investment Plans(22:37) India’s Rupee Problem Links To The Capital Account And Not The Current Account And Why That MattersCheck out our extended interview with Renu KohliFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
847
#903 More Foreign Capital Returns As Global Funds Buy India Bonds
On Episode 903 of The Core Report, financial journalist Govindraj Ethiraj speaks to Pratik Shah, Partner & National Leader - Financial Services at EY India, in an excerpt from our Special Edition.SHOW NOTES(00:00) Stories of the Day(01:09) More Foreign Capital Returns As Global Funds Buy India Bonds As Macro Signals Ease.(04:41) India Exports More To Other Countries Than The US Compared To The Pre-Tariff Period.(06:57) Steel Giants Say India Is The Next Big Investment Opportunity(08:18) India Could Face A Problem Of Plenty On NRI Deposits(11:31) Cumulative Under-Recovery On Petrol, Diesel And LPG During March–May 2026 Is Estimated At Approximately Rs 1 Lakh Crore, Says A Crisil Note(12:31) Why Only 25% Of India’s Users Rate Their Banking Experience As GoodFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
846
#902 Oil Prices Hit 3 Month Low As Global, Indian Markets Rise
On Episode 902 of The Core Report, financial journalist Govindraj Ethiraj talks to Bharati Balaji, Deputy Director General at the All India Distillers' Association (AIDA) as well as Sourav Mitra, Partner – Oil & Gas at Grant Thornton Bharat.SHOW NOTES(00:00) Stories of the Day(01:00) Oil Prices Hit 3 Month Low As Global, Indian Markets Rise(04:36) Indian Merchandise Exports Hit A Record High At $42.5 Billion(06:00) How Will India Be Impacted If The Iran-US Deal Stays(13:42) Decoding India’s Ethanol Supply Systems As Govt Unveils Fresh Rules For Ethanol Blended VehiclesFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
845
#901 Markets Set to Rise Further
On Episode 901 of The Core Report, financial journalist Govindraj Ethiraj talks to Venkat Mangudi, Cyber Security Expert and Founder-CEO at Elytra Security as well as Anand Kulkarni, Director at Crisil Ratings.SHOW NOTES(00:00) The Take(06:55) Markets set to rise further as oil prices head downwards in anticipation of Iran-US deal(11:58) The G7 meet starts off today, India will also be present.(12:26) Why is Anthropic pulling its latest LLMs from the market?(22:49) EV majors are investing billions of dollars as market demand picks up.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
844
#900 Why Cheap Power Is Key To India’s Manufacturing Future | Govindraj Ethiraj | The Core Report
Why Cheap Power Is Key To India’s Manufacturing Future is one of the biggest questions facing India’s economy. Can India become a global manufacturing hub if factories are paying too much for electricity?In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Vivek Bhatia, MD and CEO, TKIL Industries Pvt. Ltd (formerly ThyssenKrupp Industries India) about India’s manufacturing future, cheap power, industrial growth, energy costs, mining, steel, cement, ethanol, green hydrogen and the technologies shaping India’s next phase of growth.Vivek Bhatia explains why affordable and reliable power could decide whether India’s industrial boom turns into a true manufacturing revolution or remains a missed opportunity.The conversation explores what he calls the decade of industrials, how TKIL is building equipment for power, mining, cement and sugar plants, and why sectors like coal handling, thermal power, ethanol, CBG, sustainable aviation fuel and green hydrogen may become central to India’s economic growth story.They also discuss why India needs globally competitive power costs, better quality standards, stronger capital goods manufacturing, more efficient mining, and a sharper export mindset if it wants to become the manufacturing factory for the world.CHAPTERS:(01:17) Why Vivek Bhatia Calls This The Decade Of Industrials (02:33) The Evolution Of One Of India's Oldest Engineering Companies(05:55) Where India's Capital Expenditure Wave Is Headed(08:06) How Sugar Mills Are Evolving Into Biochemical Hubs(08:42) Coal Handling, Balance Of Plant And The Thermal Power Boom(17:15) Electrification, Automation And The Future Of Mining(21:15) Fixing Productivity Gaps Across The Sugar Value Chain(22:17) Beyond Ethanol: The Future Of Biofuels (27:15) The Next Phase Of India's Biofuel Transition(29:28) Building A Diverse Energy System For The Future(31:28) What's Holding Back India's Hydrogen Economy? (34:09) The Case Against Battery Dependence(37:00) Why India Needs Global Manufacturing Standards(41:08) Why Domestic Demand Alone Isn't Enough(45:13) Rebuilding India's Engineering Talent PipelineFrom India’s power problem to the future of manufacturing, from ethanol and hydrogen to AI, robotics and autonomous mining, this conversation looks at what could unlock India’s next big economic leap.Why is cheap power key to India’s manufacturing future? Govindraj Ethiraj speaks with Vivek Bhatia of TKIL Industries on India’s economy, manufacturing growth, industrial power costs, energy costs, mining, steel, cement, ethanol, green hydrogen, thermal power, exports, AI, robotics and the technologies shaping India’s next phase of growth. Watch The Core Report for sharp business news on India’s industrial future.#IndiaManufacturing #IndianEconomy #BusinessNews #CheapPower #TheCoreReport #TheCore
-
843
#899 IPOs on Wall Street and Dalal Street, What will it Do to The Markets?
On Episode 899 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert as well as Arvind Chari, Chief Investment Strategist at Q India (UK), affiliate of Quantum Advisors India .SHOW NOTES(00:00) Stories of the Day(04:47) Monsoons are Running Late(05:30) IPOs on Wall Street and Dalal Street, What will it Do to The Markets?(12:47) Moves to Bring in Dollars Might Bring in Dollars but the Rupee is Still Weak(25:59) Record Number of New Homes are to be Delivered This Year but The War in West Asia is Causing Delays(26:57) Record GHG even as Human activities pushed Global Warming to 1.37°C in 2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
842
#898 Markets Hold Steady Despite Fresh Flare Up in West Asia
On Episode 898 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhakar Kudva, Co-Founder and Director at Samvitti Capital. We also feature an excerpt from our Special Edition interview with Vishal Mehta, India Leader for Energy Practice at Boston Consulting Group.SHOW NOTES(00:00) Stories of the Day(01:00) Mutual fund Inflows are Slowing but is that a Bad Thing?(03:23) Markets Hold Steady Despite Fresh Flare Up in West Asia(05:21) Leading Banks Start Offering FCNR Deposits at New Rates to Attract NRI Money(06:48) India Inc’s Q4 Performance Paints a Picture of Resilience, says Bank of Baroda(08:17) India Inc is Talking of Stepping Up Capital Expenditure in Earnings Calls and Management Discussions(19:05) A 270 GW peak load - How India’s Power System Is Trying To CopeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
841
#897 Bank Stocks Take Up Indices on RBI Forex Moves
On Episode 897 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President Research & Co- Founder at Counterpoint Research.SHOW NOTES(00:00) Stories of the Day(01:29) Indian stocks no longer feature in the Top 10 of the MSCI EM index(05:17) Bank stocks Take Up Indices on RBI Forex Moves(06:19) TCS says will hire less as AI agents and employees will work jointly(09:55) Fitch lowers growth projections for India to 6.4%(13:58) How hunger for storage memory is upending the smartphone market in more ways than one(25:17) Heatwaves have cut productivity of India’s leading garment industry factoriesSubscribe to How India’s Economy Works - Spotify | Apple | YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
840
#896 Asian Markets Dive, Indian Markets on Edge Again
On Episode 896 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA.SHOW NOTES(00:00) Stories of the Day(00:50) Asian Markets Dive, Indian Markets On Edge Again(03:08) A Slew of Measures to Attract Foreign Portfolio Investments and NRI Savings is Not Working Yet.(10:46) Why Indian Car Sales Hit a Record High in May(19:27) Airline Profits will Halve This Year Despite Revenue and Seat Loads Rising(20:47) Will a No Car Friday in BKC in Mumbai Work?Subscribe to How India’s Economy Works - Spotify | Apple | YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
839
#895 Tech Stock Slump in the US Could Help Indian Markets
On Episode 895 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, Economist at QuantEco Research. We also feature an excerpt from our Special Edition featuring Girish Tanti, Vice Chairman at Suzlon.SHOW NOTES(00:00) The Take(04:21) Tech stock slump in the US could help Indian markets.(07:26) FII selling continues, with over $4.5 billion in June first week as Govt incentivises bond purchases for them.(09:18) Decoding the latest GDP numbers and outlook(17:46) How wind turbine company Suzlon is pivoting to becoming a round the clock energy supplier.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
838
#894 India Market Risks and New Opportunities Explained | Govindraj Ethiraj | The Core Report
India Market Risks and New Opportunities Explained on The Core Report Weekend Edition with Govindraj Ethiraj explores how Indian markets, global uncertainty and economic disruption are shaping investors, businesses and professionals.As market volatility rises, India faces faster economic cycles, geopolitical risk, AI disruption, supply chain shifts, defence spending, climate change, global investing and changing investor behaviour. In this episode, Financial Journalist Govindraj Ethiraj leads a sharp conversation with Radhika Gupta of Edelweiss Mutual Fund and Navneet Munot of HDFC AMC on how India can navigate market risk and find new opportunities in a world where old assumptions may no longer work.The discussion explores why diversification matters, why Indian investors may need to think beyond traditional equity and debt, and how global markets, US technology, China, emerging markets and India’s growth story are changing the way capital moves.Radhika Gupta explains why resilient portfolios matter more than chasing market noise, while Navneet Munot breaks down why uncertainty, momentum and economic disruption are now central to understanding financial markets.This is not a conversation about quick stock tips or easy investing hacks. It is about the bigger forces behind business, investing, macroeconomics, AI, manufacturing, defence, financial services, global markets and India’s long term economic future.CHAPTERS:(00:00) Introduction(07:20) Building Portfolios That Can Survive(13:40) Navigating An Unpredictable, Faster & Questionable World(23:00) How The World And Investments Have Changed(26:37) How Portfolio Construction Has Changed Over the Last Decade(31:33) Building an Asset Management Business for a Changing Market(32:30) Global Investing and International Funds(36:20) Is Diversification The Need Of The Hour? (40:05) Why Market Leadership Always Changes(43:08) The Case for the US, China & Emerging Markets(47:45) Ray Dalio’s Debt Cycle, Risks Investors Are Ignoring (54:26) Financials, Power, Defence & Market Leaders(58:40) What an 18-Year-Old Should Do With Their Money(1:01:44) Invest in Yourself Before Investing in MarketsWatch this episode if you follow Indian markets, business news, mutual funds, wealth management, consulting, financial services, global economy, technology trends, AI disruption, manufacturing growth or India’s investment landscape.#IndiaMarkets #BusinessNews #IndianEconomy #Investing #TheCoreReport #TheCore
-
837
#893 Markets Await Govt Moves on Foreign Investments
On Episode 893 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Chimakurthy, CEO at Kotak Alts (Real Estate Fund) as well as Dr Kailash Sharma, Dean Academic projects at Tata Memorial Center, Mumbai.SHOW NOTES(00:00) Stories of the Day(01:00) Markets await Govt moves on foreign investments(04:15) The big shift in oil production and movements(08:01) Is the UK FTA hitting a bump even as more FTAs on the anvil(09:17) Kotak closes a $1 billion real estate fund with a majority FDI investment. Where could the funds go?(17:05) Understanding what the NEET controversy means from a healthcare industry perspectiveFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
836
#892 Markets Speculate on Incentives for Foreign Portfolio Investors
On Episode 892 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajani Sinha, Chief Economist at CareEdge Ratings. We also feature an excerpt from our Special Edition interview featuring Aoifinn Devitt, Managing Director - Global Wealth at Moneta.SHOW NOTES(00:00) Stories of the Day(00:50) Markets speculate on incentives for foreign portfolio investors(05:35) What the RBI is balancing as it takes a call on interest rates(14:22) Tariff wars are back, should India give into pressure tactics?(16:50) Why global investors are chasing AI stocks, a view from the other sideFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
835
#891 Why Nvidia CEO Statement Sets Indian Markets Racing
On Episode 891 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO, India, SEA, MEA at CBRE.SHOW NOTES(00:00) Stories of the Day(00:41) Decoding the AI Investment Frenzy(05:08) Why Nvidia CEO statement sets Indian markets racing(09:55) Assessing Inflation Impact of Rising Fuel Prices(11:00) Why Jewellery Stores are Expanding Across India and What That Means for RetailSubscribe to How India’s Economy Works - Spotify | Apple | YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
834
#890 Who is Buying or Selling in Indian Markets Right Now
On Episode 890 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior Vice President at Geojit Financial Services as well as Dharmakirti Joshi, Chief Economist at CRISIL.SHOW NOTES(00:00) Stories of the Day(00:50) Why global markets are now disconnected from war, geopolitics and rising prices.(03:54) Will the RBI hike interest rates this week?(12:44) Does it matter who is buying or selling in Indian markets right now?(15:07) Why an India-Oman FTA is more than just that(23:21) Negotiations for a deal to telecast the FIFA World Cup are almost as nail biting as a final matchSubscribe to How India’s Economy Works - Spotify | Apple | YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
833
#889 Markets are Still Expecting a Deal on The Iran-US War
On Episode 889 of The Core Report, financial journalist Govindraj Ethiraj talks to Manisha Kapoor, CEO and Secretary-General at ASCI. We also feature an excerpt from our show How India’s Economy Works featuring economist and former NITI Aayog Vice Chairman, Dr. Rajiv Kumar.SHOW NOTES(00:00) The Take(08:34) Index rebalancing is a larger problem for markets to grapple with.(10:22) Markets are still expecting a deal on the Iran-US war.(12:27) Despite bans, offshore betting and its advertisements flourish in India.(23:45) What ails manufacturing in India and what should be the policy response.Register for our event on Tuesday, 2nd JuneCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
832
#888 Why India’s Electrostate Push Is Bigger Than You Think
Why India’s Electrostate Push Is Bigger Than You Think with Govindraj Ethiraj and Pratik Agarwal explores how India’s electricity revolution could reshape the economy, infrastructure, manufacturing, AI data centres, renewable energy, and the future of power consumption in India.As India’s peak power demand crosses 270 GW earlier than expected, Pratik Agarwal, Chairman of Resonia and Serentica Renewables and Managing Director at Sterlite Group, explains why this is not just a power story but the beginning of India becoming an electrostate. From renewable energy growth and transmission infrastructure to AI powered grids, battery storage, EV adoption, and round the clock green energy, this conversation breaks down the biggest shifts happening inside India’s energy sector.In this deep dive episode of The Core Report Weekend Edition, Govindraj Ethiraj and Pratik Agarwal discuss India’s electricity demand surge, renewable energy targets, power grid expansion, data centre growth, battery economics, AI in electricity management, transmission bottlenecks, and why India may have a once in a generation opportunity to become a global clean energy and AI infrastructure hub.The conversation also explores Sterlite Electric’s role in India’s transmission network, renewable energy supply for industries like aluminium and zinc, underground cabling in cities like Mumbai, the rise of HVDC transmission lines, and how AI driven software is optimising India’s national power grid in real time.Topics covered include India power demand, India renewable energy, India electricity grid, Sterlite Electric, Serentica Renewables, Govindraj Ethiraj podcast, Pratik Agarwal interview, India energy transition, AI data centres India, electricity consumption India, EV adoption India, renewable energy storage, battery technology India, HVDC transmission, green energy India, industrial decarbonisation, infrastructure investing India, power transmission India, AI in energy sector, and India growth story.Register for our event on Tuesday, 2nd JuneCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
831
#887 Markets Brace Once Again for a Fall
On Episode 887 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO at Tax Compaas as well as Moses Kemibaro, Founder & CEO at Dotsavvy.SHOW NOTES(00:00) Stories of the Day(01:24) With no end in sight to the was in West Asia, markets brace once again for a fall(05:50) Air India, Indigo to cut back flights in June and July(07:29) Will the Government cut capital gains taxes for foreign portfolio investors?(16:53) US airlines are stepping up their India presence but not for flights(17:40) Lessons from Kenya’s experiment with satellite internetRegister for our event on Tuesday, 2nd JuneCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
830
#886 India’s ₹1.5 Lakh Crore DARPA Moment For Deep Tech
India’s ₹1.5 Lakh Crore DARPA Moment For Deep Tech could reshape India’s R&D, startup funding and innovation economy. In this special episode of The Core Report, Govindraj Ethiraj speaks with Dr. Shivkumar Kalyanaraman, CEO of ANRF, on India’s biggest push yet to fund deep tech, research and development, and future technologies.Dr. Kalyanaraman explains how the Anusandhan National Research Foundation, the RDI scheme, TDB and BIRAC are backing companies and projects with patient capital, long term debt, convertibles and blended finance.CHAPTERS:(00:00) Introduction (02:00) India’s New Push to Fund Research and Deep Tech(02:30) How the First RDI Projects Were Selected(04:10) From 6G to Space Tech: What the Fund Is Backing(06:02) Ticket Sizes, Loans, and Convertible Funding(06:30) How ANRF Compares With DARPA(07:32) How ANRF Is Changing India’s Research Funding Model(08:26) Grants, Translation, and Private Sector Scale-Up(10:36) How ANRF Is Choosing Themes and Projects(12:15) Monitoring, Mentoring, and Measuring Research Outcomes(13:46) Lessons From His Experience in IBM and Microsoft(15:30) Where AI Fits Into India’s R&D Funding Push(16:50) Standout Areas: Space Tech, Health Tech, Drones, and AI(18:27) How Big and Small Companies Can Access RDI Funding(20:16) Strengthening Academic Research and Translation(21:54) What Patient Capital Really Means(23:50) Funding Energy Transition and Critical Raw Materials(25:24) The Scientific Problems India Should Solve Next(27:23) India’s Unfinished Agenda for Scientific ExcellenceRegister for our event on June 2ndCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
829
#885 India Falls Behind Taiwan in Market Capitalisation
On Episode 885 of The Core Report, financial journalist Govindraj Ethiraj talks to Vishwas Chitale, fellow at the Council on Energy, Environment and Water (CEEW) as well as Amol Bansal, Founder and CEO at BK Saraf Jewellers.SHOW NOTES(00:00) Stories of the Day(01:31) India falls behind Taiwan in market capitalisation(05:22) Coal-fired power plants are running dangerously short on coal(07:06) Is India better prepared for heatwaves?(15:36) Can a native solution to monetize 25,000 tonnes of gold in homes work?(26:43) Ferrari shares fall after it launches an electric car(27:51) Who buys a watch to see the timeRegister for our event on June 2ndCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
828
#884 Scent of a Deal Sends Oil Prices Down and Markets Up
On Episode 884 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikash Halan, Managing Director, Corporate Finance at Moody's Ratings; K. Ravichandran, Executive Vice President & Chief Rating Officer at ICRA ltd; and Poorvi Chothani, Founder and Managing Partner at LawQuest.SHOW NOTES(00:00) Stories of the Day(01:52) Why oil markets are now nearing minimum operating levels(02:39) Scent of a deal sends oil prices down, markets up(03:59) Oil prices rose for the fourth time in May(04:14) Moody’s, Crisil say Indian balance sheets were strong going into conflict(16:14) What will the new Green Card rule mean for Indian visa holders in the US?Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
827
#883 Indian Markets are Set to Open Stronger on Reports of an Iran-US deal
On Episode 883 of The Core Report, financial journalist Govindraj Ethiraj talks to Prasanna Tantri, Associate Professor of Finance and Executive Director - Centre for Analytical Finance (CAF) at ISB as well as Yogesh Rawat, Chief Business Officer - Student Lending International at Avanse financial services.SHOW NOTES(00:00) The Take(05:00) Why your SIPs are bringing the rupee down against the dollar(06:14) Indian markets are set to open stronger on reports of an Iran-US deal.(07:12) 150-member business delegation along with the trade minister to land in Canada.(08:35) Interest rate hikes seem imminent. But what about the timing? (19:50) How Indian students headed overseas are recalibrating their options thanks to tighter visa regimes and depreciating rupeeCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
826
#882 Rupee Fall And Red Tape: The Two Sides Of India’s Economy
In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Rishi Agrawal of TeamLease Regtech and Dr Rajeswari Sengupta on why the Indian rupee is under pressure, why foreign investors are pulling money out, and why India’s business rules still make growth harder than it should be.Dr. Rajeswari Sengupta, Associate Professor of Economics, Indira Gandhi Institute of Development Research, explains the macroeconomic stress behind the rupee fall, energy shock, oil price pressure, current account deficit, foreign capital outflows, AI shock and India’s weakening appeal for global investors. She also explains why price adjustment, currency depreciation and policy certainty may matter more than short term defence of the rupee.Rishi Agrawal, CEO and Co Founder of TeamLease RegTech, explains the bottom up challenge facing Indian businesses. From red tape and compliance burden to labour law reform, Jan Vishwas, decriminalisation, digitisation and the need for a UPI moment for business compliance, he breaks down what must change to make India more attractive for entrepreneurs, MSMEs, manufacturers and foreign investors.CHAPTERS:(00:00) Introduction(02:33) Why the Rupee Was Weak Before the West Asia Crisis(07:22) The Three Shocks Facing India: Iran, AI, and China Plus One(09:20) Why India Needs Price Adjustment, Not Suppression(10:03) The Regulatory Architecture Holding Businesses Back(11:50) Decriminalisation, Jan Vishwas, and the Shift From Fear to Trust(15:04) What Still Makes India Attractive for Investors(17:00) Why the Current Account Deficit Has Become a Bigger Worry(21:23) When Policy Response Starts Looking Like Panic(23:23) The Ground Reality for MSMEs and Manufacturers(26:00) Why India Needs a UPI Moment for Compliance(28:00) What Labour Law Reform Could Change for Businesses(29:53) When Will Regulatory Reform Show Economic Results?(31:07) Why India Still Needs Policy Certainty and Predictability(33:00) The Case for Recalibrating India’s Growth AmbitionsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
-
825
#881 Surjit Bhalla Explains What Is Really Wrong With India Economy
Is India’s economy facing a temporary shock or a deeper crisis?In this episode of The Core Report Weekend Edition, economist and author, Surjit Bhalla joins Govindraj Ethiraj to go beyond the headlines around the falling rupee, oil prices, West Asia tensions, and global uncertainty. He argues that the real problem with the Indian economy may not be the immediate currency pressure alone, but a longer term weakness in investor confidence, foreign direct investment, manufacturing, exports, and economic decision making.Surjit Bhalla explains why India’s growth challenge cannot be understood only through the rupee dollar exchange rate. He highlights the fall in net FDI, the impact of bilateral investment treaties, retrospective taxation, quality control orders, ease of doing business, and policy uncertainty. He also questions why India has not fully benefited from the China plus one opportunity while countries like Vietnam and Bangladesh gained from global supply chain shifts.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
-
824
#880 Markets are Bracing for RBI Moves on Depreciating Rupee
On Episode 880 of The Core Report, financial journalist Govindraj Ethiraj talks to Pratik Gupta, CEO and Co-Head, Institutional Equities at Kotak Securities Ltd.SHOW NOTES(00:00) Stories of the Day(01:00) Why markets are bracing for RBI moves on depreciating rupee(03:01) Why oil markets could enter the red zone very soon(07:18) Fuel price hikes are necessary but not sufficient(24:11) The global palm oil market is in turmoil with Indonesia exerting state control over prices.(24:54) Nvidia reports $58 billion net income on $81 billion sales, up over 85% in last quarter.Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
Loading similar podcasts...
Frequently Asked Questions
How many episodes does The Core Report have?
The Core Report currently has 50 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Core Report about?
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
How often does The Core Report release new episodes?
The Core Report has 50 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Core Report?
You can listen to The Core Report on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Core Report?
The Core Report is created and hosted by The Core.
URL copied to clipboard!