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The Core Report
The Core Report episodes
- #498 Trump Tariff Shocks Hit Indian Markets
On Episode 498 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, Vice President, Shinhan Bank as well as Ajay Rotti Founder and CEO of Tax Compass .
SHOW NOTES
- (00:00) Stories of the Day
- (00:50) Trump tariff shocks hit Indian markets
- (04:17) The rupee takes a sharp knock as the dollar surges
- (13:52) The new oil routes that could kick in on Canada and Mexico tariffs. Could India benefit?
- (16:21) The Income Tax Department admits it was adversarial earlier but will now move to trust
- (18:14) Signs of policy consistency and certainty in the Union Budget, including in transfer pricing
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31 min - #497 The Markets Did Not Get What They Wanted From The Union Budget
On Episode 497 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok Bhattacharya, Editorial Director at Business Standard, Jairaj Purandare, Founder and Chairman at JMP Advisors as well as Indrani Bagchi, CEO at Ananta Aspen Centre.
SHOW NOTES
(00:00) The Take(06:36) Trade wars begin.
(09:13) The markets did not get what they wanted from the Union Budget
(11:14) A distilled Union Budget view and fine print
(27:16) India and China ties are thawing after a freeze, what does this mean in the context of US, India and China equation
(33:39) India launches a fresh effort to kick start private participation in nuclear power. The history
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40 min - #496 Union Budget 2025: Not Enough Economic Future-Proofing
On this Budget Special of The Core Report, financial journalist Govindraj Ethiraj is joined by Uday Ved, Partner at KNAV & Co, E.N. Dwaraknath, Partner at Price Waterhouse & Co LLP and Ajay Srivastava, Founder of Global Trade Research Initiative to talk about the key takeaways from yesterday’s Union Budget.
SHOW NOTES
(00:00) Introduction
(07:16) Tax Changes and Simplification in the Budget
(09:53) Draft IT Act bill
(11:06) Not enough Future-Proofing
(14:20) There is a capital shortage
(17:16) we need to address sectors specifically like Steel, Textiles, etc
(18:43) Trump Tariffs
(20:11) TCS and TDS rates
(21:38) The 12 lakh tax limit and the Tax Slabs
(24:02) What are the Tax exemptions?
(25:32) Simplification of Customs Tax Slabs
(27:30) Provisions to Foreign investors for Electronic Manufacturing
(29:53) FM is focusing more on the PLI than the tax exemption
(31:42) Corporate tax
(32:55) How is India competitive globally on Corporate tax and Personal tax
(34:18) A perspective on Corporate tax
(36:32) Smartphone manufacturing and Uncertain Tariff policy
(39:17) Final thoughts - Dwarak Narasimhan
(40:16) IFSC
(42:52) Clean Energy
(44:05) Final Thoughts - Ajay Srivastava
(45:22) Final Thoughts - Uday Ved
Listeners! We await your feedback....
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47 min - #495 A Relief Rally Picks Up Some Steam as Some FIIs Return
On Episode 495 of The Core Report, financial journalist Govindraj Ethiraj takes you through the big business stories for today. We also have an excerpt, as part of our Energy Special series for India Energy Week 2025, from an interview featuring Ranjit Rath, Chairman and Managing Director at Oil India Limited.
SHOW NOTES
(00:00) The Take: India Must Equip Its Small Businesses To Fight In A Deglobalising World(05:09) A relief rally picks up some steam as some FIIs return.
(07:12) Oil is stable as traders price in US tariffs on oil suppliers Canada & Mexico
(09:01) An exciting new oil discovery on the other side of a river.
(15:47) Global air traffic officially overtakes pre-pandemic levels
(18:51) India could see above average temperatures in February, affecting crops.
FULL INTERVIEW - India’s Next Big Oil Discovery? Ranjit Rath on Energy, Gas & Exploration
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22 min - BONUS: India’s Next Big Oil Discovery? Ranjit Rath on Energy, Gas & Exploration
This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Ranjit Rath, Chairman and Managing Director at Oil India Limited (OIL). They discuss OIL's current exploration efforts at the Brahmaputra, changes they have made to their strategy of discovery, Natural Gas wells in Assam, the huge potential for Compressed bio gas and much more. Tune in to get insight's into how OIL is forging their path to oil discovery .
(00:00) Introduction
(01:41) Sustained Exploration in North and South Bank of Brahmaputra
(04:27) The History of Digboi
(06:40) How the government catalysed exploration at the Brahmaputra
(08:00) OIL’s presence across India
(09:20) Technical changes in the process and strategy of exploration
(12:16) Drilling Rigs
(14:28) The risks and rewards of exploration
(15:39) Natural Gas Wells in Assam
(17:40) Distribution of Natural Gas
(19:52) Rejuvenation of existing wells
(22:30) Oil and Gas Scenario in India
(24:02) Future plans for Oil India Limited
(25:22) Compressed Bio Gas
(27:23) Geothermal Energy
(29:30) The potential for deep and Ultra-deep waters
(33:00) Collaborations
(34:00) Data Analysis
(35:16) Collaborating with Startups
(36:46) What inspires younger people to join this field
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Listeners! We await your feedback....
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40 min - BONUS: India's Hunt for Oil with Arun Kumar Singh, ONGC Chairman and CEO
This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Arun Kumar Singh, Chairman and Chief Executive Officer at the Oil and Natural Gas Corporation Limited. They discuss the current state of oil exploration, onshore vs offshore production, their new deal with British Petroleum, petrochemical strategy, renewables and much more. Tune in to get insight's into ONGC's current business strategy.
(00:00) Introduction
(02:08) Oil Exploration in India
(03:39) Onshore vs Deepwater
(07:25) Current Production
(08:42) New deal with British Petroleum
(10:17) Big reservoirs have eluded us (15% Oil is domestic production)
(11:42) ONGC is present in 15 countries
(13:54) ONGC Petrochemical Strategy
(17:05) Renewables
(19:30) The long-term view
(21:07) Management Focus on Exploration and Production (E&P)
(24:39) Increasing Recovery percentage
(25:53) Shale Gas
(28:08) Do governments only have the capacity for E&P
(29:41) Research and Development
(33:00) What are the opportunities in working for ONGC?
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Listeners! We await your feedback....
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36 min - #494 The Markets Gain as FII Selling Slows and Eyes On Federal Reserve
On Episode 494 of The Core Report, financial journalist Govindraj Ethiraj talks to Riaz Thingna, Partner at Grant Thornton Bharat LLP. We also have an excerpt from an interview (part of our energy special series for India Energy Week 2025) featuring Arun Kumar Singh, Chairman and CEO of the Oil and Natural Gas Corporation (ONGC).
SHOW NOTES
(00:00) The Take: When Was India’ s Sputnik Moment(05:57) The markets gain as FII selling slows and eyes on Federal Reserve
(08:25) The rupee closes flat, holds steady.
(09:40) ONGC’s journey from being an oil exploration company to an energy major.
(15:33) Moody’s makes case for policy revamp in India.
(18:05) Air India to resume Tel Aviv flights
(18:31) Direct tax expectations
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Listeners! We await your feedback....
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27 min - #493 Banking Stock Rally Drives Up Indian Markets
On Episode 493 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Lead Economist at Emkay Global Financial Services as well as Praveen Singh, Associate VP, Fundamental Currencies and Commodities at Mirae Asset Sharekhan
SHOW NOTES
(00:00) A Small Take(03:05) Banking stock rally drives up Indian markets
(05:16) Understanding the central bank’s liquidity boost measures, what caused the problem and now the solution
(16:02) Oil prices edge up as action in the high seas continues
(19:07) Colombian coffee prices are hitting record highs
(20:25) What is determining the prices of gold right now?
Register for India Energy Week, Feb 11-14
Listeners! We await your feedback....
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29 min - #492 Markets Hit 7 Month Low, Longest Losing Streak In 23 Years
On Episode 492 of The Core Report, financial journalist Govindraj Ethiraj talks to Jaspreet Bindra, founder and MD of Tech Whisperer LTd and Co-founder and CEO of Ai&Beyond as well as Dwarak Narasimhan, Partner at Price Waterhouse & Co, LLP, India
SHOW NOTES
(00:00) The Take(05:38) Markets hit 7 month low, longest losing streak in 23 years
(08:57) Oil prices fall on fresh Trump call to OPEC to cut them
(10:35) Understanding DeepSeek, where did it suddenly come from?
(19:34) India Inc wants a friendlier corporate tax regime
Register for India Energy Week, Feb 11-14
Listeners! We await your feedback....
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28 min - #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?
Register for India Energy Week, Feb 11-14
Listeners! We await your feedback....
The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] for sponsorships and brand studio requirements
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26 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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