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
Mentioned books
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
Feb 10, 2025 • 27min
#505 Markets Fall As Trump Tariffs Once Again Take Hold
On Episode 505 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder of Equinomics Research as well as Jigar Pandit, Senior Vice President - Business Head Commodity & Currency at Mirae Asset Sharekhan.SHOW NOTES(00:00) The Take(05:57)Markets fall as Trump tariffs once again take hold(06:46)Should investors stay away from small and mid cap stocks(17:56)Gold prices hit a fresh record high(23:14)Trump tariffs are making CEOs waryRegister 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 9, 2025 • 32min
#504 Markets Are Now Wary of Trump Announcements
On Episode 504 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. K Joseph Thomas, Head of Research for Emkay Wealth Management. We also feature an excerpt from our interview with Kamal Kishore Chatiwal, Chairman of Indraprashta Gas Limited (IGL) as part of our Energy Special series with IEW.SHOW NOTES(00:00)Stories of the Day(00:50)Markets are now wary of Trump announcements(05:09)Gold is inching towards Rs 90,000 per 10 gm(06:57)Will there be more interest rate cuts now?(17:20)Why are there long lines outside India’s CNG pumps?(29:03)Europe’s stocks are suddenly looking hotRegister 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 9, 2025 • 35min
#503 Is Natural Gas The Future Of Clean Energy? Insights From Sandeep Kumar Gupta
This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Sandeep Kumar Gupta , Chairman and Managing Director, GAIL (India) limited. They discuss GAIL's extensive pipeline network, the technicalities of gas transport and supply, how gas can help offset the climate crisis, contraints on the use of Gas in india, and much more. Tune in for insights on how Gas can transform our economy for a less polluted world.CHAPTERS(00:00) Introduction(02:50) Risk Management(05:00) Contextualising Gas in India(07:42) The size of the GAIL network in India(09:40) Additional Petrochemical Capacity(12:11) Notable GAIL Pipeline projects(14:25) GAIL pipelines are setup based on demand(16:29) Sectors that demand Natural Gas(18:00) Gas based power is not being used enough(19:47) Domestic PNG v CNG subsidy(21:07) Gas for consumers(22:50) Hydraulics of the Pipelines(24:08) Technicalities of transporting Gas(26:20) Current economics of Gas(29:05) Opportunities for Startups(31:11) GAIL startup funding scheme(32:42) India Energy Week and the Climate CrisisRegister 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 7, 2025 • 40min
#502 Inside India's $100 Billion Energy Giant with IndianOil Chairman A S Sahney
This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Arvinder Singh Sahney, Chairman of Indian Oil Corporation Ltd. (IndianOil). They discuss IndianOil's processing capacity, product strategy, clean energy and the future of India's energy requirements. Tune in for insights into the scale of an energy giant.CHAPTERS(00:00) Introduction(02:10) Evolution of the Petrol Business(03:00) AI at the pump for customers(06:01) IOC’s crude processing capacity(08:48) The journey of crude oil for IOC(09:50) IndianOil Refineries(12:13) The different strategies for products(14:51) Upstream vs Downstream(16:55) Petro-chemicals(19:42) Gas / Renewables / Bio Gas(21:44) Ethanol and FLEX Engines(25:33) Compressed Bio Gas(28:35) IOC and Startup ecosystem(29:35) What gaps can Startups fill(31:35) The future of energy requirements in India(34:21) Industry is lacking certain skillsets(35:55) India Energy Week(38:00) Energy transitionRegister 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 6, 2025 • 26min
#501 Why The Markets are Wary of a RBI Rate Cut
On Episode 501 of The Core Report, financial journalist Govindraj Ethiraj talks to DK Joshi, Chief Economist at CRISIL. We also feature an excerpt from our interview with Arvinder Singh Sahney, Chairman of Indian Oil Corporation Ltd. (IndianOil) as part of our Energy Special series with IEW.
SHOW NOTES
(00:00) Stories of the Day
(01:09) Why the markets are wary of a RBI rate cut
(03:19) What is the RBI faced with in its calculations on a possible interest rate cut
(09:48) The Rupee hits another record low
(10:56) Rural demand stays strong, lifts consumer goods sales 11% in last quarter
(12:31) What Indian Oil wants from young entrepreneurs and engineers wanting to join the energy giant
(20:50) January was the warmest on record
(21:30) America’s egg crisis, one reason is Ozempic
Register for India Energy Week, Feb 11-14
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 requirements
For more of our coverage check out thecore.in
Join and Interact anonymously on our whatsapp channel
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube
Feb 5, 2025 • 30min
#500 Markets Edge Down with Selling In Consumer Stocks
On Episode 500 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajesh Nambiar, president of Nasscom (National Association of Software and Service Companies) as well as Rahul Mehta, Chief Mentor of the CMAI (Clothing Manufacturers Association of India).
SHOW NOTES
(00:00) Stories of the Day
(01:29) Markets edge down with selling in consumer stocks
(02:07) Gold prices hit record highs on global trade uncertainty
(05:43) How India’s IT industry looks at DeepSeek and the potential
(18:39) India to review and potentially lower import duties on 32 items coming to the US…will Tesla get its pound of flesh now?
(20:16) Now Kia Motors gets slapped with a hefty tax notice for misdeclaring imports
(21:50) What Indian apparel manufacturers can and cannot do in a global trade war
Register for India Energy Week, Feb 11-14
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 requirements
For more of our coverage check out thecore.in
Join and Interact anonymously on our whatsapp channel
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube
Feb 4, 2025 • 35min
#499 Stock Markets Saw Their Biggest One-Day Gain In A Month
On Episode 499 of The Core Report, financial journalist Govindraj Ethiraj talks to J. Kyle Bass, Founder and Chief Investment Officer at Hayman Capital Management.
SHOW NOTES
(00:00) Introduction
(01:38) Markets on Tuesday
(02:52) The Rupee is Up
(03:18) The China Syndrome
(05:07) India Has Outgrown Emerging Markets – J. Kyle Bass Explains Why
Register for India Energy Week, Feb 11-14
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 requirements
For more of our coverage check out thecore.in
Join and Interact anonymously on our whatsapp channel
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube
Feb 3, 2025 • 30min
#498 Trump Tariff Shocks Hit Indian Markets
On Episode 498 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, Vice President, Shinhan Bank as well as Ajay Rotti Founder and CEO of Tax Compass .
SHOW NOTES
(00:00) Stories of the Day
(00:50) Trump tariff shocks hit Indian markets
(04:17) The rupee takes a sharp knock as the dollar surges
(13:52) The new oil routes that could kick in on Canada and Mexico tariffs. Could India benefit?
(16:21) The Income Tax Department admits it was adversarial earlier but will now move to trust
(18:14) Signs of policy consistency and certainty in the Union Budget, including in transfer pricing
Register for India Energy Week, Feb 11-14
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 requirements
For more of our coverage check out thecore.in
Join and Interact anonymously on our whatsapp channel
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube
Feb 2, 2025 • 40min
#497 The Markets Did Not Get What They Wanted From The Union Budget
On Episode 497 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok Bhattacharya, Editorial Director at Business Standard, Jairaj Purandare, Founder and Chairman at JMP Advisors as well as Indrani Bagchi, CEO at Ananta Aspen Centre.
SHOW NOTES
(00:00) The Take
(06:36) Trade wars begin.
(09:13) The markets did not get what they wanted from the Union Budget
(11:14) A distilled Union Budget view and fine print
(27:16) India and China ties are thawing after a freeze, what does this mean in the context of US, India and China equation
(33:39) India launches a fresh effort to kick start private participation in nuclear power. The history
Register for India Energy Week, Feb 11-14
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 requirements
For more of our coverage check out thecore.in
Join and Interact anonymously on our whatsapp channel
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Facebook | Linkedin | Youtube
