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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Jan 26, 2025 • 25min
#491 FIIs Have Sold Close to $8 Billion in January
On Episode 491 of The Core Report, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, veteran economic journalist and author.
SHOW NOTES
(00:00) Stories of the Day
(01:00) FIIs have sold close to $8 billion in January
(02:27) JP Morgan warns of sudden stop of foreign investment to emerging markets on account of better alternatives
(06:26) India keeps options on crude oil open after sanctions on Russia as there are many choices, says the Oil Minister
(09:13) The Trump Tariff Tracker: Another step back on China
(10:45) Does India’s middle class have a voice when it comes to taxes?
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Jan 24, 2025 • 41min
#490 From Petrochemicals to Data Centres: EIL's Mega Projects with Vartika Shukla
This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj is joined by Vartika Shukla, Chairman and Managing Director of Engineers India Limited. With EIL having mega projects in various sectors, they talk about the range of influence of the petrochemical sector, with insights on its pivotal role in various industries. She also talks about the various aspects that go into the building of data centres, the challenges in skilling faced by engineers today as well as reflecting on her experiences leading complex mega projects. Tune in to get insight's into what it takes to build the mega projects that drive the Indian economy.
(00:00) Introduction
(03:15) The History and Objectives of EIL
(06:06) Doing work for India
(07:33) HVJ Pipeline
(09:00) Crude Oil Projects
(10:00) Taking on new projects
(12:49) EIL’s evolution over the years
(14:50) Using modern tools
(15:33) Complexities and Innovations of building Data centres
(19:20) A $20 billion project in Nigeria
(21:16) Tackling modern challenges in skilling for engineers
(24:28) Additional skills for engineers
(26:25) Why speed is an important factor for clients
(28:38) EIL’s order inflow
(31:00) The growth and importance of petrochemical projects
(34:10) Sectors that have opportunities for growth
(36:17) A notable project
(38:19) India Energy Week’s 3rd Edition and final thoughts
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Jan 23, 2025 • 21min
#489 Markets Hold On For Yet Another Day
On Episode 489 of The Core Report, financial journalist Govindraj Ethiraj talks to Revati Kasture, CEO at CareEdge Global IFSC Limited.
SHOW NOTES
(00:00) The Take
(04:50) Markets hold on for yet another day, IT saves the day.
(07:56) Gold prices retreat, oil prices steady.
(09:37) India has a global ratings agency, how does it work?
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Jan 22, 2025 • 25min
#488 Markets Recover from Trump and Earnings Battering
On Episode 488 of The Core Report, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, veteran market analyst as well as Pushan Sharma, Director- Research at Crisil Intelligence.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets recover from Trump and earnings battering
(02:17) What are the underlying trends in the markets right now?
(09:42) The Rupee is holding relatively strong
(12:11) Oil prices yet to respond to Trump’s national energy emergency
(14:08) India’s whiskey & steel export strategy to the US
(17:08) Decoding India’s earnings growth slowdown for Q3
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Jan 21, 2025 • 25min
#487 The Markets Crash Again On Trump Policy Uncertainty
On Episode 487 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Founder & Principal Economist at Asia Decoded as well as Prashanth Agarwal, Partner at PwC.
SHOW NOTES
(00:00) The Take
(05:19) The markets crash again on Trump policy uncertainty
(07:29) Oil prices ease off on increased supply triggers
(09:37) The Trump presidency: The Asia view
(16:13) Revenue growth slows in India as construction industry drags
(18:24) Indirect tax expectations
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Jan 20, 2025 • 32min
#486 Trump Effect Lifts Global and Indian Markets
On Episode 486 of The Core Report, financial journalist Govindraj Ethiraj talks to Aashish Sommaiyaa, Executive Director and CEO WhiteOak Capital Asset Management as well as Dr Irfan Nooruddin, the Hamad bin Khalifa Al-Thani Professor of Indian Politics at Georgetown University in Washington, D.C.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Trump effect lifts global, Indian markets
(03:34) Which way are oil prices headed now?
(06:32) Stock picking in an era of market and economic uncertainty.
(21:00) What will a Trump administration mean for India, the new vulnerabilities ?
(28:35) Who is not at DAVOS?
(29:43) Billionaire wealth across the globe surged by $2 trillion in 2024 to $15 trillion at a rate three times faster than the previous year, a study showed on Monday.
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Jan 19, 2025 • 37min
#485 The Stock Markets are Still Under Pressure, On Standby for Budget Cues
On Episode 485 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhu Dhamodharan, Convenor at the Indian Texpreneurs Federation as well as Karan Taruani, Consumer Analyst and Senior Vice President at Elara Securities.
SHOW NOTES
(00:00) The Take
(04:50) The stock markets are still under pressure, on standby for Budget cues
(06:12) India’s forex reserves are at 10 month low, down $79 billion
(07:53) India is now experiencing a structural slowdown, says UBS
(10:16) Will the US step up or down sanctions on Russian oil? And what that could mean for India?
(13:25) On Trump’s inauguration day, how could potential import tariffs hurt India’s apparel industry
(26:00) Reliance retail has reported strong Q3 results, does that mean consumer products are doing well?
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Jan 17, 2025 • 44min
#484 Redefining Wealth Management for India’s Digital Generation with Vishal Kampani
This week financial journalist Govindraj Ethiraj is joined by Govindraj Ethiraj sits down with Vishal Kampani, Vice Chairman and Managing Director of JM Financial, to explore the dynamic evolution of India's financial landscape. From private equity to capital markets, they discuss the shifting preferences of investors, as well as the opportunities and hurdles shaping the sector. Kampani highlights the need for financial innovation, the role of family offices, and the future of the financial sector in India. Tune in to understand the contemporary pinnings of wealth management.
(00:00) Introduction
(02:15) Legacy, Culture and contemporary advantages of JM Financial
(03:30) New competition and current trends
(05:22) Building out a digital platform
(07:11) Market Segmentation and expansion
(10:00) Investment-life-balance and the younger generation
(12:00) JM Financials range of customers
(13:38) Investment banking today
(17:00) Financial Innovation in India
(19:00) Today vs 25 years ago
(24:45) Pricing and Private equity
(27:20) JM Financial’s various verticals and growth
(31:30) RBI and Taking a Regulatory Lens
(34:11) Outlook for 2025
(37:42) Family Offices
(40:00) Future of the financial sector and final thoughts
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Jan 16, 2025 • 30min
#483 Markets Gain on US Interest Rate Outlook and Positive Fund Flow Cues
On Episode 483 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinod Giri, Director General of the Brewers Association of India as well as Vivek Kumar, economist at QuantEco Research.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets gain on US interest rate outlook and positive fund flow cues
(03:16) Infosys results and guidance suggest US banks will increase spending on the back of strong performance.
(05:27) Refiners are scampering to buy crude as sanctions on Russian oil take hold
(11:28) Hyderabad is running out of beer as United Breweries battles with the State Government for past dues.
(21:34) India’s trade deficit conundrum. Decoding the numbers
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Jan 15, 2025 • 21min
#482 Markets Hold A Recovery
On Episode 482 of The Core Report, financial journalist Govindraj Ethiraj talks to Uday Ved, Partner-Tax Services at KNAV CPA India.
SHOW NOTES
(00:00) Stories Of The Day
(01:00) Markets hold on to a recovery, Wall Street zooms, drive positive cues.
(03:44) Gold prices are inching up after while.
(04:11) The rupee turns in its best performance in 7 months.
(05:33) Oil markets are still on the edge following Russian sanctions and BP returns to a century-old Iraqi field. The IEW Segment.
(08:18) Promoters of Indian companies may not get the salaries they do if small shareholders had a greater say.
(11:26) How a liberal tax policy can help boost manufacturing. Budget Notes with Uday Ved, Partner, Tax Services, KNAV - CPA India
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