The Core Report
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
Episodes
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Feb 19, 2025 • 29min
#513 Are The Markets Circling The Bottom?
On Episode 513 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Head Investment Strategist of Geojit Securities as well as B.V. Krishna Rao, president of the Rice Exporters' Association (REA).SHOW NOTES (00:00) The Take (04:31) Are the markets circling the bottom even as they fight back? (17:07) S&P says limited impact of US tariffs on India as it is a domestic economy. (19:26) China makes life difficult for Tesla cars in tit for tat. (20:25) Rice stocks are at record highs and exporters want more curbs to be lifted. (26:44) Salaries are still projected to rise in India even as attrition continues to fall.Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Feb 18, 2025 • 25min
#512 The Markets Are Flat Again and That’s A Good Sign
On Episode 512 of The Core Report, financial journalist Govindraj Ethiraj talks to Probal Sen, Senior Analyst, Indian Oil & Gas Sector at ICICI securities.SHOW NOTES(00:00) Stories of the Day(01:00) The markets are flat again and that’s a good sign(03:27) Fresh upside targets set as Trump uncertainties drive up gold prices again(06:15) Making sense of Trump’s reciprocal tariffs on India, sectors hit and the hit(08:47) India will import more LNG from the USA, what could that mean?(21:13) Tesla is set to roll into India, on the back of unprecedented concessions(23:07) Vietnam goes DOGE too, announces cut backs in GovernmentDISCLAIMER (For segment ft. Probal Sen)ICICI Securities Limited is a SEBI registered Research Analyst having registration no. INH000000990. It is confirmed that the Research Analyst or his relatives or I-Sec do not have actual/beneficial ownership of 1% or more securities of the subject company, at the end of 17/02/2025 or have no other financial interest and do not have any material conflict of interest. I-Sec or its associates might have received any compensation towards merchant banking/ broking services from the subject companies mentioned as clients in preceding 12 months.Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Feb 17, 2025 • 25min
#511 Markets Breakthrough on The 8th Day to End Positive
On Episode 511 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder, Global Trade Research Initiative as well as Jaspreet Bindra, Co-Founder and CEO of AI&Beyond.SHOW NOTES(00:00) Stories of the Day(01:00) Markets breakthrough on the 8th day to end positive.(02:28) Gold prices continue to rise on Trump induced uncertainty(03:53) India is unveiling massive nuclear power building plans(05:24) China is wooing its private sector once again to fight the big fight(06:52) India’s trade deficit rises, what does that mean in the context of tariff wars?(15:59) India is unveiling AI compute capacity, how will it work?Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Feb 16, 2025 • 30min
#510 Indian Markets Fall Below $4 Trillion
On Episode 510 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO of Ananta Aspen Centre as well as Sheetal Sapale, Vice President at Pharmarack.SHOW NOTES(00:00) The Take(05:57) Indian markets fall below $4 trillion(08:06) China gained $1.3 trillion even as India lost $760 billion as funds rotated back into China after DeepSeek(10:17) What was India hoping to achieve at the India-US trade talks?(20:41) Why heart failure therapies and diuretics are lifting the growth of the cardiac drugs marketListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Feb 14, 2025 • 40min
#509 How Indian Brands Are Winning Globally | FCB India's Dheeraj Sinha Explains
This week financial journalist Govindraj Ethiraj is joined by Dheeraj Sinha Group CEO- India and South Asia, at FCB. They discuss the competitiveness of Indian Brands in the global market, catering to different markets in terms of marketing campaigns, improvements in Indian Product design, adapting to short form video, working with influencers and much more. Tune in for insights on marketing and current consumer trends.(00:00) Introduction(02:00) State of Indian Brands(04:43) World Class Excellence(06:17) Indian Design(07:11) Designing for India(08:38) Examples of Indian Brands(10:27) Adjusting the messaging for different markets(11:50) Understyling(12:33) Venturing in different markets(14:25) Examples of Products(17:25) FCB’s composition(19:00) Short form design + digital(20:52) How a data point can influence marketing(22:22) Data sets(23:15) Broad understanding of patterns(25:22) working with influencers(28:02) Talent(32:00) Investment in India(33:43) Categories have stopped growing(39:00) Notable campaignsListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Feb 13, 2025 • 33min
#508 The Markets Slide For The 7th Day
On Episode 508 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas as well as Avinash Gorakshakar, Head Research at Profitmart Securities Pvt. Ltd. We also feature an excerpt from our interview with Sandeep Kumar Gupta , Chairman and Managing Director, GAIL (India) limited.SHOW NOTES (00:00)Stories of the Day (00:41)The markets slide for the seventh day even as Asian markets perk up (02:48)Small Cap Vs Large Cap Debate (12:34)The New Income Tax Bill Will Be Old When It Arrives. (20:32)How India is using gas to power economic growthRegister for India Energy Week, Feb 11-14Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Feb 12, 2025 • 30min
#507 The Bulls And Bears Fight It Out Once Again
On Episode 507 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist at rating agency ICRA. We also feature an excerpt from our interview with Akshay Kumar Singh, Managing Director and Chief Executive Officer of Petronet LNG Ltd (PLL).SHOW NOTES(00:00) Stories of the Day(00:50)The bulls and bears fight it out once again as markets slip for the 6th day(06:30)Consumer price inflation is down to a five month low, will another round of rate cuts come?(14:43)India is gearing up for a major gas sourcing and distribution push(27:19)The new tax bill is almost here and early reactions suggest more was expectedRegister for India Energy Week, Feb 11-14Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Feb 12, 2025 • 25min
BONUS: India’s LNG Future: Petronet LNG Expansion & Growth Insights with Akshay Kumar Singh
This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Akshay Kumar Singh, Managing Director and Chief Executive Officer of Petronet LNG Ltd (PLL). They discuss Petronet LNG's current plans for expansion, their foray into petro-chemicals, sectors with the best scope for growth and much more. Tune in for insights into the current supply of Liquified Natural Gas in India.CHAPTERS(00:00) Introduction(02:30) History of Petronet LNG(04:10) Petronet LNG expansion(08:00) Setting up of a Petrochemical Complex(11:16) Suppliers of LNG(13:55) Pipeline vs Truck distribution(16:10) CGD (City Gas Distribution) will be sector for growth potential(18:40) Small Scale LNG sector has scope for growth(21:11) India Energy Week 3rd Edition(23:24) Final ThoughtsRegister for India Energy Week, Feb 11-14Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Feb 12, 2025 • 36min
BONUS: How LNG & Biogas Can Power India's Circular Economy with Kamal Kishore Chatiwal
This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Kamal Kishore Chatiwal, Managing Director at Indraprastha Gas Limited. They discuss the technical aspects of the Natural Gas supply chain, IGL's processing capacity, their research into LNG, Production + Benefits of Biogas and much more. Tune in for insights into the future of the energy circular economy.CHAPTERS(00:00) Introduction(02:14) Process and Technical Aspects of CNG fuelling(05:25) History of IGL(08:32) Supply Chain Aspects of Natural Gas(11:24) CNG vs PNG(13:31) Variety of Sectors using Natural Gas(15:47) IGL Expansion + Biogas(16:20) Agri-waste and the Circular Economy(17:50) Logistics(19:30) Gas Industry is Capital Intensive(21:21) Understanding Demand of CNG(24:12) IGL’s R&D for LNG(27:00) Challenges of Biogas Production(28:18) Biogas can be produced locally (no transport cost)(30:16) Bio-waste Potential through waste segregation(32:34) India Energy Week(34:44) Insights for the futureRegister for India Energy Week, Feb 11-14Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Feb 11, 2025 • 28min
#506 Markets In Free Fall
On Episode 506 of The Core Report, financial journalist Govindraj Ethiraj talks to Dhirendra Kumar, Founder and CEO of Value Research as well as Dr Viranchi Shah, spokesperson and until recently president of the Indian Drug Manufacturers Association (IDMA).SHOW NOTES(00:00) The Take(05:57) Markets in free fall(07:20)The rupee has a solid rebound thanks to RBI intervention(09:51)How do you really pick a mutual fund? Some lessons(17:00)India’s pharma industry braces for tariff hits(24:59)And the city of Hyderabad and state of Telangana makes peace with the beer makersRegister for India Energy Week, Feb 11-14Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
