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The Core Report
The Core Report episodes
- #924 Can Jio BlackRock Change How India Invests In Mutual Funds? | Govindraj Ethiraj | The Core Report
Can Jio BlackRock Change How India Invests In Mutual Funds? In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Sid Swaminathan, MD and CEO, JioBlackRock AMC, about why one of the world’s biggest asset managers is betting on India’s next wave of investors and what it could mean for mutual funds, digital investing and portfolio building.India’s mutual fund industry has grown fast, but Jio BlackRock believes the country may still be at the beginning of a much larger investing shift. With BlackRock’s global investment expertise and Jio’s understanding of Indian consumers, the Jio BlackRock joint venture is trying to make mutual fund investing simpler, more accessible and more useful for both first time investors and experienced investors.Sid Swaminathan explains why India’s asset management market is entering a new phase. The first phase was about access, getting more Indians into mutual funds through SIPs, digital platforms and easier investing journeys. The next phase may be about outcomes, where investors look beyond basic equity exposure and start building stronger portfolios that can handle rising markets, falling markets and sideways markets.The conversation also explores how Jio BlackRock is using systematic active equity, AI driven investing, BlackRock’s Aladdin technology and digital first distribution to enter a crowded mutual fund market. Sid also discusses the Jio BlackRock PRISM SIF scheme, hybrid funds, derivatives for risk management, portfolio diversification, international investing through GIFT City and why India’s investment market could grow significantly over the next few years.CHAPTERS:(01:30) BlackRock’s India Journey(04:44) BlackRock’s Global Investment Approach(06:21) Why Diversification Matters for Investors(08:29) Why BlackRock Partnered With Jio(10:28) JioBlackRock’s Market Entry Strategy(14:48) Retail Investors and Direct Digital Growth(17:41) BlackRock’s Joint Ventures Beyond India(18:40) Why India Is a Long-Term Market(20:17) How Jio BlackRock Chose Its First Funds(23:16) How Cross-Functional Teams Build Products(24:14) GIFT City and International Investing(25:15) BlackRock’s Advantage in Global Funds(26:43) Why Global Investing Needs a Broader Approach(27:24) How AI Could Shape Markets(28:42) What Makes the Prism SIF Different(32:45) Why SIFs Sit Between Mutual Funds and PMS (33:18) How Derivatives Reduce Risk(34:26) What India Can Learn From Liquid Alts(36:33) Why India Feels More Dynamic Than Mature MarketsFor India based professionals, business leaders, financial services executives, consultants and serious investors, this episode offers a rare look at how Jio BlackRock is thinking about India, mutual funds, asset management and the future of investing.Watch the full conversation to understand whether Jio BlackRock can change how India invests, how mutual funds may evolve, and what Indian investors should know before the next phase of India’s investing journey begins.Subscribe to The Core Report for sharp conversations on business, finance, markets, investing, the Indian economy and the forces shaping India’s real economy.Can Jio BlackRock change how India invests in mutual funds? Watch Govindraj Ethiraj’s conversation with Sid Swaminathan, MD and CEO of JioBlackRock AMC, on India investing, digital investing, AI driven investing, portfolio building and the future of asset management. Discover what Jio BlackRock could mean for first time investors, experienced investors and India’s next wave of mutual fund growth.#JioBlackRock #MutualFunds #IndiaInvesting #DigitalInvesting #TheCoreReport #TheCore
38 min - #923 What Signals Are The Markets Really Looking For?
On Episode 923 of The Core Report, financial journalist Govindraj Ethiraj talks to Tejashree Joshi, Head - Environmental Sustainability at Godrej Enterprises Group as well as G Chokkalingam, Founder of Equinomics Research.
SHOW NOTES
(00:00) Stories of the Day
(00:50) What Signals Are The Markets Really Looking For?
(03:46) How India Inc Revenue Grew 11% + In The Latest Quarter And What Drove It?
(06:08) India To Prepare For Peak Demand Of 300 GW Next Year, From Around 270 GW This Year
(08:16) Extended Discussion on Market Signals with G Chokkalingam
(15:26) How Are Manufacturers Responding To Extreme Climate Situations, From Heatwaves To Heavy Rainfall
Check out our power tracker https://cleanpower.thecore.in/
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29 min - #922 Markets Recalculate Impact As Trump Signals End Of Truce
On Episode 922 of The Core Report, financial journalist Govindraj Ethiraj talks to Raja Lahiri, Partner at Grant Thornton Bharat as well as Nicolas Ziv, Lead Specialist, Transport Sector Resilience at Coalition for Disaster Resilience Infrastructure (CDRI).
SHOW NOTES
(00:00) Stories of the Day
(00:50) Markets Recalculate Impact As Trump Signals End Of Truce
(05:00) The RBI Wants A Cryptocurrency Policy That Leans Towards Prohibition
(06:57) Its Pharmaceuticals And Cricket All The Way In The Mega Deals Of The Last Quarter
(14:25) The Growing Importance Of Disaster Resilience In General And The Importance Of Airports In Specific
(23:08) Deepseek Wants To Build Its Own Chip
Check out CDRI's Airport Resilience Tool:
https://cdri.world/airport-resilience-tool/
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25 min - #921 Foreign Portfolio Investors Are Returning To Indian Markets
On Episode 921 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Analyst as well as Radhika Rao, Senior Economist and Executive Director at DBS Bank.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Foreign Portfolio Investors Are Returning To Indian Markets, One Trade At A Time
(04:19) Nato Meet Kicks Off In Turkey
(04:55) India To Supply Missiles To Indonesia And Partner For A Port
(05:48) The Trend Shifts Within Indian Markets As Financial Stocks Lead The Pack
(20:26) How Low Oil Prices And Other Positive Macro Signals Could Help The Economy
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36 min - #920 All Eyes On Q1 Results
On Episode 920 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at the Federation of Automobile Dealers Associations (FADA).
SHOW NOTES
(00:00) Stories of the Day
(00:50) All Eyes On Q1 Results To Provide The Next Booster Shot To The Markets
(03:50) The Statistical Argument For India’s Market Recovery Versus Other Emerging Markets, Starting With How Beaten Down They Are
(06:08) India’s Auto Sales Clock Record June Month Even As Dealerships Tackle Blended Fuel Controversy
(19:35) Etihad And Saudia Airlines Are Vying For New Boeing And Airbus Aircraft Slots Whose Purchases Air India May Postpone
SUBSCRIBE to How India's Economy Works with Puja Mehra
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23 min - #919 Markets Set For Firmer Week Ahead
On Episode 919 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanket Kulkarni, Head-Business Development (Theatrical) at Ormax Media as well as Vivek Ramji Iyer, Partner and National Leader Financial Services - Risk Advisory at Grant Thornton Bharat.
SHOW NOTES
(00:00) The Take
(04:50) Markets Set For Firmer Week Ahead As Oil And Rupee Consolidate
(06:46) Oil Markets Continue To Point To Potential Oversupply And Thus Stable Prices
(08:38) Govt Launches Fresh Defense Of E20, Ethanol Blended Fuel
(12:42) Gold Loans Are The Second Largest Retail Credit Category After Home Loans And Why Their Growth Is Encouraging And Worrying
(20:00) The Surprising Box Office Shift In May Which Saw Bollywood Films Kicked Off The Top 5
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31 min - #918 How Paint Became India’s Next Big Manufacturing Story | Govindraj Ethiraj | The Core Report
How Paint Became India’s Next Big Manufacturing Story explores why India’s paint industry has moved from the background of business news to the centre of a new manufacturing race.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Sharad Malhotra, Managing Director of Nippon Paint India, on how paint became one of India’s most interesting industrial growth stories. For decades, the sector was seen mainly as a decorative paints business. Now, it is drawing attention from large business houses, private capital, infrastructure players and global manufacturers.India’s paint market is estimated at around ₹80,000 crore, but paint consumption per person is still far below developed markets. That gap is creating opportunity across decorative paints, industrial coatings, automotive paints, wood coatings, railways, infrastructure and specialised high-performance products.Sharad Malhotra explains what is changing inside the industry. Why are companies building more factories? Why does India need localised paint technology for heat, rain and extreme weather? And why has competition in the Indian paint market become so intense?This conversation looks at paint not just as a consumer product, but as a lens into Indian manufacturing, construction, infrastructure, chemical value chains, business strategy and India’s next decade of economic expansion.Watch this episode for a sharp, grounded conversation on how a familiar product became a serious manufacturing opportunity.Subscribe to The Core Report for conversations on business, economy, markets, policy and the companies shaping India’s future.How Paint Became India’s Next Big Manufacturing Story shows why India’s paint industry is now central to manufacturing, infrastructure, construction, industrial coatings, chemical value chains and business strategy. Watch Govindraj Ethiraj on The Core Report for sharp insight into India’s economic future.#IndianEconomy #Manufacturing #PaintIndustry #BusinessNews #TheCoreReport #TheCore
39 min - #917 Falling Oil Prices Lift Markets Again
On Episode 917 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Pal, Head - Fixed Income at PGIM India Mutual Fund as well as Sanjay Lazar, Aviation Expert.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Falling Oil Prices Lift Markets Again
(04:08) How Are India’s Fixed Income Markets Responding To Rising Bond Flows?
(13:18) Indigo Launches A Lite No Cabin Baggage Fare, Will This Work In A Market Like India?
(20:08) Meta Wants To Offer Cloud Infrastructure Like AWS And Azure
(21:47) Another Deep Seek Like AI Model Is Here
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24 min - #916 Are FPIs Getting Ready To Return To Indian Markets?
On Episode 916 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Senior VP and Head of Research for Currency and Commodities at Kotak Securities as well as Sohrab Bararia, Partner, Indirect Tax at Grant Thornton Bharat.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Are FPIs Getting Ready To Return To Indian Markets?
(03:50) Oil Flows Could Go Into Oversupply Soon, Says Goldman Sachs
(05:38) Tiktok’s $39 Billion Data Centre Is Coming Up In Brazil
(05:57) Where And How Could The INR Land In Coming Months?
(14:05) Nine Years Of GST, The Unfinished Agenda
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24 min - #915 Gold Prices Are Falling Even As Stock Markets Are Muted
On Episode 915 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Mitra, Food and Dairy industry Expert as well as Puneet Gupta, Director, India & ASEAN Automotive Market at S&P Global Mobility.
SHOW NOTES
(00:00) Stories of the Day
(01:09) Gold Prices Are Falling Even As Stock Markets Are Muted
(01:54) India Records Driest June In 10 Years Even As June Monsoons Are At 39% Of LPA
(05:20) Deutsche Bank Exits India Retail And Wealth Business
(06:35) Can Delhi’s EV Policy Be Taken To Other Cities And States?
(13:39) Global Air Traffic Was Down 2.2% In May With Middle East Falling Nearly 25%
(14:35) The World Is Talking About Proteins, What Are The India Opportunities?
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24 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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