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The Core Report
The Core Report episodes
- #846 Why Indians Save So Much? The Real Economic Reason
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.
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50 min - #846 Why Indians Save So Much...The Real Economic Reason
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
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50 min - #845 Why Markets might Absorb the Ceasefire Talk Breakdown in Their Stride
On Episode 845 of The Core Report, financial journalist Govindraj Ethiraj talks to Siraj Hussain, Former Secretary at the Ministry of Agriculture and Ministry of Food Processing.
SHOW NOTES
(00:00) The Take
(05:00) Why markets might absorb the ceasefire talk breakdown in their stride.
(10:17) Oil shocks are now spreading to Europe as realisation dawns.
(12:43) Dubai is restricting flights from India.
(13:16) Understanding India’s fertiliser supply challenges even as the planting season approaches.
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25 min - #844 How War and LNG Supply Threaten India’s Fertiliser Sector | Govindraj Ethiraj | The Core Report
How War and LNG Supply Threaten India’s Fertiliser Sector — in this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Siraj Hussain, Former Secretary, Ministry of Agriculture and Ministry of Food Processing about how war, LNG shortages, urea imports, DAP supply, and monsoon risk could impact India’s fertiliser sector, agriculture economy, and food security.
As the kharif season approaches, this conversation examines whether India has enough urea and DAP, how LNG supply disruptions are affecting fertiliser production, and why conflict in West Asia matters for Indian farmers, rural demand, inflation, and policy.
The episode also explores fertiliser subsidies, urea vs DAP, monsoon uncertainty, natural farming, ethanol policy, pulses, and India’s long-term agriculture security.
If you follow Indian economy, business news, world news, geopolitics, agriculture policy, energy markets, inflation, or supply chains, this episode offers a clear and timely perspective.
#IndiaFertiliserSector #Urea #DAP #LNG #IndianEconomy #Agriculture #FoodSecurity #Geopolitics #TheCoreReport
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29 min - #843 Why Electric Vehicles Are India’s Biggest $1 Trillion Opportunity
Why Electric Vehicles Are India’s Biggest $1 Trillion Opportunity — in this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with venture capitalist Kunal Khattar, Founder, AdvantEdge about how EV adoption, energy security, oil imports, and the mobility transition could reshape India’s economy, jobs, and global competitiveness.
As fuel costs remain high and EV adoption accelerates, this conversation examines why commercial vehicles consume 70% of India’s fuel, how electrification can reduce oil dependence, and why India’s EV journey will be driven by gig economy mobility, logistics, public transport, and delivery fleets.
The episode also explores battery swapping vs fast charging, EV charging infrastructure, financing for gig workers, electric buses and trucks, EV startups, software-defined vehicles, venture capital funding, and India’s opportunity to build world-class EV companies for the Global South.
If you follow Indian economy, EV industry, startups, venture capital, mobility, clean energy, geopolitics, oil markets, or the future of transportation, this episode offers a clear and timely perspective.
#ElectricVehicles #EVIndia #FutureOfMobility #IndianEconomy #EnergyTransition
44 min - #842 Markets Are Still Optimistic
On Episode 842 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President at Pharmarack as well as Soumya Mohanty, MD & Chief Client & Solutions Officer, South Asia at Kantar.
SHOW NOTES
(00:00) Stories of the Day
(00:50) A ceasefire is hanging by the thread but why markets are still optimistic
(05:10) The first major quarterly result from TCS is positive
(08:23) Oil producers are seeing windfall gains from high prices already
(10:42) How India saw a massive market push in weight loss drugs in the last 10 days of March
(18:55) How India’s rapid digital adoption collides with a growing desire for personal grounding
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30 min - #841 Markets Celebrate Ceasefire
On Episode 841 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist & Head - Research & Outreach at ICRA as well as Dr. Ranjeet Mehta, CEO & Secretary General at PHDCCI (PHD Chamber of Commerce and Industry).
SHOW NOTES
(00:00) Stories of the Day
(00:50) Markets celebrate ceasefire but will it last?
(05:07) RBI holds interest rates as expected, lowers GDP forecasts
(15:43) India needs more than 50 widebodied aircraft and why jet fuel supplies will take time to return to normal
(17:26) An Indian delegation went to China after more than 5 years, first impressions
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27 min - #840 Indian Markets are Adjusting to The Mixed Signals from the US on The War
On Episode 840 of The Core Report, financial journalist Govindraj Ethiraj talks to Sunil Shah, President at The All India Plastics Manufacturers Association, Jay Kothari, Fund Manager and Senior Vice President, Global Head International Business and Lead Investment Strategist at DSP Asset Managers as well as Dr. Ajit Ranade, Economist and Former Vice Chancellor of Gokhale Institute of Politics and Economics in Pune.
SHOW NOTES
(00:00) Stories of the Day
(00:50) How Indian markets are adjusting to the mixed signals from the US on the war
(04:27) Monsoons could be below average this year
(14:03) Analysing the RBI’s move to defend the rupee
(23:37) The Government has cut duties on petrochemicals and polymer imports. Will it help India’s plastics industry?
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35 min - #839 Markets Rise on Monday Morning Peace Overtures
On Episode 839 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA as well as Ashish Nanda, President and Head Digital Business of Kotak Securities. We also feature an excerpt from The Media Room interview hosted by Vanita Kohli-Khandekar and featuring Ashish Pherwani, Head of Media & Entertainment at EY.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Markets rise on Monday morning peace overtures
(05:35) Electrification of vehicles is rising in India as March sales hit record
(12:43) Why India’s print industry continues to surprise, new findings
(18:26) How a higher STT on futures and options affect the industry
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27 min - #838 Will Markets start Adjusting to a War Normal this Week
On Episode 838 of The Core Report, financial journalist Govindraj Ethiraj talks to Ketan Dalal, Tax Expert and Founder of Katalyst Advisors.
SHOW NOTES
(00:00) The Take
(05:09) Will markets start adjusting to a war normal this week?
(09:12) India crude supplies are under control, though gas is still not
(10:37) Why did India and Mauritius sign a treaty allowing tax free investments and what’s changed now?
(21:50) Guess where rich Chinese are headed next
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25 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
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