The Core Report

In this edition of our Energy series on The Core Report Weekend Edition, Govindraj Ethiraj speaks to Krishnakumar Gopalan, Chairman and Managing Director of Bharat Petroleum Corporation Ltd (BPCL). They talk about the Shift from Petrol Pumps to Electric Chargers, BPCL's transformation over the years (from its roots as a refining company evolving into a marketing giant), BPCL's strategies to enhance productivity, how they plan to the integrate with startups, leveraging traditional fuel to drive the renewable business and much more.For more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist of ICRA Ratings in Delhi. We also feature an excerpt from our upcoming weekend edition featuring BPCL Chairman and Managing Director, Krishnakumar Gopalan.SHOW NOTES(00:00) Stories Of The Day(00:50) Reserve Bank of India holds interest rates again, but its body language is different.(09:09) India’s oil consumption jumps 8% in January as brent crude prices rise.(10:37) The RBI’s messaging on PayTM and the many interpretations.(16:03) Why the petrol pump attendant insists you note the zero setting.(22:40) How analysts are backtracking from sell calls on Toyota Motor.For more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Kunal Shah, Head of Commodities Research at brokerage Nirmal Bang.SHOW NOTES(00:00) Stories Of The Day(00:50) Global shares hit highs, India skids and China sacks its markets regulator(03:09) India will be largest driver of global oil demand growth in the next 7 years, International Energy Agency(06:46) Satya Nadella says Microsoft will train 2 million Indians in AI In A Year.(09:22) How energy transition demand will drive copper prices up sharply. (17:08) Why India is Going Bananas With RussiaFor more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Karan Taurani, Senior Vice President at Elara Capital as well as Ketharaman Swaminathan, founder and CEO of marketing company GTM360.SHOW NOTES(00:00) Stories Of The Day(00:50) Global brokerages project major fund flow shifts from China to India .(03:35) China’s Xi Jinping steps in to prevent market fall in unprecedented move.(06:42) India to see $67 billion of energy investments in next 5-6 years, PM.(09:58) Move over pizzas, fried chicken and burgers are gaining ground(19:09) Understanding payment rails, understanding how payments happen in India in the context of PaytmFor more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Sonam Srivastava, fund manager and founder of Wright Research in Mumbai. We also feature an excerpt of a conversation between The Core’s Pushpita Dey and Tuhin Kanta Pandey, Secretary of the Department of Investment and Public Asset Management (DIPAM).SHOW NOTES(00:00) Stories Of The Day(00:50) Markets go into tracking mode, swing between global and local cues.(07:48) Is the Government dragging its feet on PSU privatisation because stocks are doing well?(15:30) India’s port sector is seeing more investment being committed(17:06) India’s biggest IPO at $3 billion could be from..a Korean companyFor more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, well known economic journalist and columnist with New Indian Express.SHOW NOTES(00:00) Stories Of The Day(00:50) Foreign investors are stepping up in India’s debt markets(03:43) Can India grow without a private capex investments? Hint, yes.(13:28) Is RBI, India’s banking regulator, unfair?(20:34) Oil prices crash even as Indian oil giants step up investments.(23:59) Meta or Facebook is Wall Street’s new comeback kidFor more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Ashok K Bhattacharya, Editorial Director with Business Standard as well as Mukesh Butani, Managing Partner of BMR Legal, a leading legal and tax consulting firm.SHOW NOTES(00:00) Stories Of The Day(00:50) Interim budget leans on political capital, sticks to original strategy on infrastructure push.Government sets aggressive fiscal deficit target of 5.1%, tightens spending.(22:04) Oil stays below $82 a barrel despite Biden threat to respond to Iran.(23:46) More large organisations are calling people back to work or asking them to leave.For more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Viktor Katona, Lead Crude Analyst at Vienna based trade intelligence firm Kpler as well as G Chokkalingam, Founder of Equinomics Research.SHOW NOTES(00:00) Stories Of The Day(01:19) Markets are up again in anticipation of friendly Interim Budget(04:22) Most new investors are not buying large cap stocks, its 1 or 2 digits that are catching fancy(12:09) Global oil action will now be in the Atlantic basin with India expected to drive up demand in Asia(21:11) The Government finally cuts import duties on components for mobile phone manufacture(22:20) RBI asks Paytm to cease most transaction linked businesses by March 15(23:33) Elon Musk’s $56 Billion Salary from Tesla struck down by courtFor more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Sushil Choksey of Indus Equity Advisors Pvt Ltd as well as researcher, applied statistician and author Dr Rajesh Shukla, MD and CEO of PRICE (People Research on India's Consumer Economy).SHOW NOTES(00:00) Stories Of The Day(01:10) Markets fail to hold on to gains, New Triggers in earnings and budget(02:40) IMF Raises India Growth Projection to 6.5%, Still Below Indian Estimates.(03:42) Which part of Reliance Industries are investors actually buying into?(12:00) Oil prices are below $82 despite Saudi Arabia suspending capacity expansion.(15:37) Sony’s break up with Zee has lessons that are common to other corporate actions as well.(19:08) India’s poorest 20% households saw income levels shrink 16% from 2015-16 level says surveyFor more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

On today’s episode, financial journalist Govindraj Ethiraj talks to Prashant Agarwal, Partner at tax and consulting firm PwC.SHOW NOTES(00:00) Stories Of The Day(00:50) India’s markets surprise, back on a blazing 1241 point start to week.(01:55) India could see 7% growth, says Government economic review(03:13) Reliance Industries stock hits near 3.5 year high on oil margins. What lies ahead?(08:48) China’s Evergrande goes into liquidiation. The beginning or end of the problem?(11:06) India’s indirect tax expectationsFor more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube