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The Core Report
The Core Report episodes
- #837 Indian Markets Gain on a Fresh Round of Optimism of War End
On Episode 837 of The Core Report, financial journalist Govindraj Ethiraj talks to Shivkumar Kalyanaraman, Chief Executive Officer (CEO) Anusandhan National Research Foundation (ANRF) as well as Ajay Vij, Senior Country Managing Director at Accenture.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Indian markets gain on a fresh round of optimism of war end.
(03:26) Jet fuel and commercial LPG prices rise as the Government tries to fend off pressure on domestic consumers
(04:48) The government said it would not apply its strict tax evasion rules on foreign investments made before April 2017.
(06:56) How India’s DARPA-like fund, the ANRF, is gaining momentum
(19:30) AI Business Use Cases are Moving from Experimentation to Execution
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24 min - #836 Fresh Misdirection from the US on a Possible End to The War
On Episode 836 of The Core Report, financial journalist Govindraj Ethiraj talks to Bhavdeep Bhatt, CEO at Northern Arc Investment Managers as well as Nikhil Sethi, National Leader Consumer Goods and Co-Lead Customer & Operations at KPMG in India.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Fresh misdirection from the United States on a possible end to the war.
(05:40) Former BA and IATA CEO Willie Walsh to join Indigo as CEO.
(06:55) India real GDP could contract by 1%, says EY.
(07:22) Why Indian credit markets are safer and the overall investing landscape.
(16:29) 96% of Indian shoppers research online before purchase, while 46% check store inventory before visiting
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27 min - #835 Sensex Hits Two Year Low as Oil Crosses $115 per Barrel
On Episode 835 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Expert as well as Indrani Bagchi, CEO at Ananta Aspen Centre.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Sensex hits two year low as oil crosses $115 per barrel
(02:03) FIIs March sales at $12 billion hit all time high
(02:51) A RBI intervention to control rupee speculation does not seem to have worked
(05:44) Why defaults in the global private credit market should worry us
(18:02) What are India’s specific plans and options and whether we will intervene as the West Asia war progresses
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28 min - #834 Brace for a Tough Week as US Troops Land in West Asia
On Episode 834 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, Managing Director at CR Forex Pvt. Ltd as well as Karan Marwah, Partner & Leader, CFO Advisory & IPO Advisory Services at Grant Thornton Bharat.
SHOW NOTES
(00:00) The Take
(06:26) Brace for another tough week as US troops land in West Asia.
(10:02) Gas supply being stepped up to industries and commercial establishments says Government
(11:24) Will the RBI’s latest move to prop up the rupee help?
(18:44) The Companies Act, 2013 is set to see several amendments for ease of doing business and governance, what will work?
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27 min - #833 Why India Still Does Not Set Global Agri Commodity Prices | Govindraj Ethiraj | The Core Report
Why India still does not set global agri commodity prices is a question that impacts markets, farmers, businesses, and the future of India’s economy.In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Arun Raste, CEO, National Commodity & Derivatives Exchange to break down India’s agri commodity markets, price discovery, and why India is not yet a global price setter despite its massive scale.From the impact of the West Asia conflict and the Russia Ukraine war to rising edible oil prices, supply chain disruptions, and fertiliser risks, this conversation explains how global events directly affect India’s commodity markets and food prices.You’ll learn how National Commodity and Derivatives Exchange works, how farmers use mandi price signals and monsoon data to make crop decisions, and why commodities like soybean, guar, turmeric, castor seed, cotton, and pepper are critical to India’s position in global trade.
(00:00) Introduction(01:15) Impact of Global Conflict on Agri-Commodity Trading(03:40) NCDX Price Discovery Explained(06:24) Price Discovery: Inside vs Outside System (12:18) Top Commodities on NCDEX(15:50) Other Key Commodities & Seasonal Trends(23:30) NCDX’s focus on weather derivatives(29:45) Commodities Outlook & TrendsWatch till the end to understand how India can move from being a price taker to a price maker in global agri commodities.Subscribe for deep insights on India economy, markets, and business trends.
32 min - #832 Global Markets Turn Nervous Again
On Episode 832 of The Core Report, financial journalist Govindraj Ethiraj talks to Ben Powell, Managing Director, Chief Investment Strategist for APAC within the BlackRock Investment Institute.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Global Markets turn nervous again as US-Iran peace talks falter without starting
(02:29) What a US ground invasion will target
(03:21) India has crude supplies for at least 61 days
(04:57) Blackrock says investing has to become active in the post-war era and one-way bull markets are gone
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25 min - #831 The Markets Rise for the Second Day
On Episode 831 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India).
SHOW NOTES
(00:00) Stories of the Day
(01:09) The markets rise for the second day as oil prices fall on peace manoeuvres
(03:22) Influential voices in the US like Blackrocks Larry Fink want Iran to be neutralised. What does that mean?
(05:38) A month into the war, what has and will be the impact on India’s economy. Breaking it down
(17:52) Royal Challengers Bengaluru and Rajasthan Royals to Find New Owners
(26:02) OpenAI to dump Sora in a sign of rising AI costs and resources
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29 min - #830 The Markets Recover on Tuesday
On Episode 830 of The Core Report, financial journalist Govindraj Ethiraj talks to Capt. Shiv Samrat Kapur, Managing Director of the India arm at Sentosa Ship Brokers as well as Vivek Kaul, Author and Columnist.
SHOW NOTES
(00:00) Stories of the Day
(01:00) The markets recover on Tuesday but on tenterhooks once again
(03:41) Net FDI has contracted for the fifth month in a row
(04:53) LPG imports into India have dropped sharply. But how are ships presently navigating the Strait and what are the logistics involved?
(18:06) Gen Z has got a reality check in the markets. Can it survive the shocks?
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31 min - #829 Trump’s Peace Gesture and Tehran’s Response Confuse Markets
On Episode 829 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Shah, economist and co-founder of the XKDR Forum as well as Richa Sawhney, Partner at Grant Thornton Bharat.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Trump makes a fresh gesture of temporary peace even as Israel continues to pound Tehran leaving markets confused as always
(04:28) How India is quite literally fighting to get through a tanker at a time through the Strait of Hormuz
(10:36) Should India allow the rupee to float freely and thus depreciate further?
(27:35) New Income Tax Rules are here, what do they mean?
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36 min - #828 Oil Prices Set to Spike and Markets Fall
On Episode 828 of The Core Report, financial journalist Govindraj Ethiraj talks to Ankit Hakhu, Director at Crisil Ratings as well as Manisha Kapoor, CEO at The Advertising Standards Council of India (ASCI).
SHOW NOTES
(00:00) The Take
(05:00) Oil prices set to spike and markets fall as the United States gets set for fresh attack on Iran
(07:34) The rupee has another bad day and it could get worse.
(08:40) India is doing well on renewable energy capacity but there is a problem.
(17:42) How Gen Alpha’s cultural codes, aesthetics and language are globally synchronised, but largely invisible to adults
Register for our event “Who Builds the Future of AI?”
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31 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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