Sign up to save your podcasts
Or
Share The Core Report
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Core Report
The Core Report episodes
- #855 The Nuclear Bet that Could Power India’s Future
On Episode 855 of The Core Report, financial journalist Govindraj Ethiraj talks to M.V. Ramana, Professor; Simons Chair in Disarmament, Global and Human Security at the University of British Columbia and a nuclear power expert.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Official Government figures on how much oil retailers are losing per litre of petrol and diesel sold
(03:34) HSBC says India now looks less attractive than North East Asian equities
(04:18) The war goes into a holding zone with renewed threats as markets turn nervous
(04:46) IT Services Results
(07:05) Brokerage Bernstein says India has overfunded aviation at the cost of rail
(10:43) What are fast breeder reactors and how does India benefit by having them?'
Check out our Live Earnings tracker: https://earnings.thecore.in/
The Core presents “Navigating Market Risk in 2026” (Wed, 29 April, 8:30am) at The Quorum, Lower Parel
Register at this link: https://luma.com/0etd8b63
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
32 min - #854 The Markets Dip as Peace Talks are a No Show
On Episode 854 of The Core Report, financial journalist Govindraj Ethiraj talks to Manas Majumdar, Partner and Leader Oil & Gas, Fuels & Resources at PwC India as well as Krishnan Sitaraman, Chief Ratings Officer at Crisil Ratings.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Prices are rising now, across the board, what will a fuel price hike look like?
(04:11) The markets dip as peace talks are a no show
(05:31) A status check on India’s energy imports nearing 2 months into the war
(12:43) Heatwave forecasts renewed for India
(15:27) Half of India’s infra push is being driven by unexpected sectors
The Core presents “Navigating Market Risk in 2026” (Wed, 29 April, 8:30am) at The Quorum, Lower Parel
Register at this link: https://luma.com/0etd8b63
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
26 min - #853 India Stocks Gain as Timeline Fatigue Continues
On Episode 853 of The Core Report, financial journalist Govindraj Ethiraj talks to Captain Shiv Samrat Kapur, Managing Director at Sentosa Ship Brokers.
SHOW NOTES
(00:00) The Take
(05:38) India stocks gain as timeline fatigue continues
(09:05) Russian oil dominates India’s energy stack again
(10:59) What the latest flow of Indian tankers through the Gulf is telling us.
(23:53) Feedback
The Core presents “Navigating Market Risk in 2026” (Wed, 29 April, 8:30am) at The Quorum, Lower Parel
Register at this link: https://luma.com/0etd8b63
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
27 min - #852 The Markets are Back on Standby
On Episode 852 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-founder & Chief Global Strategist at PACE 360 as well as Dharmesh Trivedi, Founder at Dharmesh L Trivedi & Co. and Founding Member at PEVC CFO Association.
SHOW NOTES
(00:00) Stories of the Day
(00:50) The markets are back on standby as negotiations between the US and Iran are held off
(06:51) The RBI is easing rupee derivatives after cracking down on them
(08:06) What can we take away from the way gold prices have moved in the last two months?
(16:35) Why is the RBI wanting AIFs registered in GIFT City to be treated as Indian residents?
The Core presents “Navigating Market Risk in 2026” (Wed, 29 April, 8:30am) at The Quorum, Lower Parel
Register at this link: https://luma.com/0etd8b63
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
27 min - #851 Resumption of Peace Talks will Provide a Floor to The Markets
On Episode 851 of The Core Report, financial journalist Govindraj Ethiraj talks to Brian Torrey, General Manager - India and West Asia at Scoot as well as Arihant Jain, Fund Manager and Senior Investment Analyst at Franklin Templeton Asset Management (India).
SHOW NOTES
(00:00) The Take: The Lost Art of the Adventurer Capitalist
(04:50) Resumption of peace talks will provide a floor to the markets.
(07:21) India can access Russian oil again, for a month.
(09:14) The first principles of investing in India, throwback with Mark Mobius.
(15:06) Meet a mutual fund scheme that will short stocks.
(21:44) How Indian travellers are choosing first time international destinations.
For more of our coverage check out thecore.inSubscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
30 min - #850 Biofuels in India: The Big Energy Opportunity Everyone Missed | Govindraj Ethiraj | The Core Report Weekend Edition
Biofuels in India may be the big energy opportunity everyone missed. In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Suhas Baxi, Co-Founder and Chief Executive Officer of Biofuel Circle about biofuels, compressed biogas, ethanol, biomass, agri waste, and how India can cut fuel imports while strengthening energy security.
India imports most of its crude oil and a large share of its gas. That is why biofuels, biomass, and farm waste are becoming a major part of the clean energy and energy transition conversation.
This episode explores how agricultural residue, crop waste, ethanol blending, biomass pellets, and compressed biogas could help power India’s industries, transport, and energy system. It also looks at the infrastructure gaps, farmer economics, logistics challenges, and business opportunity behind India’s biofuel economy.
Govindraj Ethiraj and Suhas Baxi discuss Biofuel Circle, CBG plants, ethanol, biomass replacing coal, the future of clean energy in India, and why biofuels could become a major economic and strategic opportunity.
If you follow business news, Indian economy, energy transition, manufacturing, infrastructure, climate tech, or startup innovation, this conversation offers a smart look at one of India’s most overlooked growth stories.
Watch now to understand how biofuels in India, compressed biogas, ethanol, biomass, and agricultural waste could reshape India’s energy future.
Timestamps:
(00:00) Introduction
(1:51) The Energy Crisis and the Biofuel Alternative
(7:30) The Economics of Agri-Residue
(9:20) Farmers Remuneration: Profit vs. Proximity
(12:10) The Infrastructure Bottleneck & the Three Pathways of Biomass
(18:50) The Logistical Geometry: 50,000 Villages in 5 Years
(21:40) Biofuel Divide: Visible Mobility vs. Invisible Transformation
(30:35) The BiofuelCircle: Bridging the "Unbridged" Supply Chain
(35:40) The Biomass Bank: A Rural "Logistics Hub" Model
(40:00) The Genesis: Energy Trading Meets Digital Supply Chains
43 min - #849 Global Markets Ride on Unbelievable Exuberance
On Episode 849 of The Core Report, financial journalist Govindraj Ethiraj talks to Vibhuti Garg, Director at South Asia at Institute for Energy Economics and Financial Analysis (IEEFA) as well as Dr. Jaijit Bhattacharya, President of the Centre for Domestic Economy Policy (CDEP) Research.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Global markets ride on unbelievable exuberance
(05:41) IMF official says countries must pass on true cost of energy to users and reduce subsidies
(07:27) Is India geared for peak power demand given gas supplies are restrained?
(17:04) Have India’s moves to free up imports for exporting companies and industries worked, particularly in textiles and apparel?
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
30 min - #848 The Markets Cheer the Words but Actions suggest Otherwise
On Episode 848 of The Core Report, financial journalist Govindraj Ethiraj talks to Upasna Bhardwaj, Chief Economist at Kotak Mahindra Bank; Adelle Thomas, Director of Adaptation at NRDC and Vice Chair of the IPCC Working Group; as well as Krishnan Sitaraman, Chief Ratings Officer at Crisil Ratings.
SHOW NOTES
(00:00) Stories of the Day
(00:50) The markets cheer the words as always but why the actions suggest otherwise
(04:07) Indian exports rise to the US on lower tariffs
(06:14) How a reduced monsoon will impact the economy
(13:32) Why is bank credit slowing this year?
(24:30) Extreme heat is emerging as one of the most immediate climate risks globally
For more of our coverage check out thecore.inSubscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
32 min - #847 A Bigger Worry For Oil: Demand Destruction
On Episode 847 of The Core Report, financial journalist Govindraj Ethiraj talks to Vipin Malhan, President of the Noida Entrepreneurs Association as well as R. Gopalakrishnan, former executive director of Tata Sons Ltd, about a new book he has co-authored, Chanakya and Sun Tzu: A Business Lens on Trade, Thought and Travel.
SHOW NOTES
(00:00) Stories of the Day
(00:41) A bigger worry for oil: demand destruction
(02:08) Below average monsoons are projected for India
(04:45) Why are workers in Noida protesting?
(12:11) A new lens on India-China relations
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
23 min - #846 Why Global Investors Are Losing Interest In India Markets
In this conversation on The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with JPMorgan’s Jahangir Aziz to unpack India savings rate, India economy risks, global war impact on oil prices, and what it means for India growth, markets, and the future of investing.
Why do Indian households save so much money even when the economy is growing? Is it culture or is it fear. We explore the hidden economic forces driving high savings in India including rising healthcare costs, education expenses, real estate prices, and economic uncertainty.
We also break down how global conflicts and oil price shocks affect India macroeconomics, inflation, current account deficit, rupee stability, and foreign capital flows. Why global investors are rethinking emerging markets. Why India markets are underperforming. Why global capital now prefers safety over low cost manufacturing. And why India may struggle to fund its current account deficit in the years ahead.
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
50 min
About The Core Report
From the publisher's feed
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
More shows like The Core Report
Economist Podcasts
4,113 Listeners
WSJ What’s News
4,343 Listeners
World Business Report
283 Listeners
Odd Lots
1,975 Listeners
HBR IdeaCast
146 Listeners
Wall Street Breakfast
1,037 Listeners
Thoughts on the Market
1,297 Listeners
Think Fast Talk Smart: Communication Techniques
819 Listeners
Finshots Daily
39 Listeners
Top of the Morning
2 Listeners
The Morning Brief
14 Listeners
Unhedged
191 Listeners
ANI Podcast with Smita Prakash
93 Listeners
The Economics Show
140 Listeners
The Daily Brief
11 Listeners