Episoder
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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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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
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Manglende episoder?
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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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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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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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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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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?
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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
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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?
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This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj is joined by Vartika Shukla, Chairman and Managing Director of Engineers India Limited. With EIL having mega projects in various sectors, they talk about the range of influence of the petrochemical sector, with insights on its pivotal role in various industries. She also talks about the various aspects that go into the building of data centres, the challenges in skilling faced by engineers today as well as reflecting on her experiences leading complex mega projects. Tune in to get insight's into what it takes to build the mega projects that drive the Indian economy.(00:00) Introduction(03:15) The History and Objectives of EIL(06:06) Doing work for India(07:33) HVJ Pipeline(09:00) Crude Oil Projects(10:00) Taking on new projects(12:49) EIL’s evolution over the years(14:50) Using modern tools(15:33) Complexities and Innovations of building Data centres(19:20) A $20 billion project in Nigeria(21:16) Tackling modern challenges in skilling for engineers(24:28) Additional skills for engineers(26:25) Why speed is an important factor for clients (28:38) EIL’s order inflow(31:00) The growth and importance of petrochemical projects(34:10) Sectors that have opportunities for growth(36:17) A notable project(38:19) India Energy Week’s 3rd Edition and final thoughts
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On Episode 489 of The Core Report, financial journalist Govindraj Ethiraj talks to Revati Kasture, CEO at CareEdge Global IFSC Limited.
SHOW NOTES(00:00) The Take
(04:50) Markets hold on for yet another day, IT saves the day.
(07:56) Gold prices retreat, oil prices steady.
(09:37) India has a global ratings agency, how does it work?
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On Episode 488 of The Core Report, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, veteran market analyst as well as Pushan Sharma, Director- Research at Crisil Intelligence.
SHOW NOTES(00:00) Stories of the Day
(01:00) Markets recover from Trump and earnings battering
(02:17) What are the underlying trends in the markets right now?
(09:42) The Rupee is holding relatively strong
(12:11) Oil prices yet to respond to Trump’s national energy emergency
(14:08) India’s whiskey & steel export strategy to the US
(17:08) Decoding India’s earnings growth slowdown for Q3
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On Episode 487 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Founder & Principal Economist at Asia Decoded as well as Prashanth Agarwal, Partner at PwC.
SHOW NOTES(00:00) The Take
(05:19) The markets crash again on Trump policy uncertainty
(07:29) Oil prices ease off on increased supply triggers
(09:37) The Trump presidency: The Asia view
(16:13) Revenue growth slows in India as construction industry drags
(18:24) Indirect tax expectations
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On Episode 486 of The Core Report, financial journalist Govindraj Ethiraj talks to Aashish Sommaiyaa, Executive Director and CEO WhiteOak Capital Asset Management as well as Dr Irfan Nooruddin, the Hamad bin Khalifa Al-Thani Professor of Indian Politics at Georgetown University in Washington, D.C.
SHOW NOTES(00:00) Stories of the Day
(01:00) Trump effect lifts global, Indian markets
(03:34) Which way are oil prices headed now?
(06:32) Stock picking in an era of market and economic uncertainty.
(21:00) What will a Trump administration mean for India, the new vulnerabilities ?
(28:35) Who is not at DAVOS?
(29:43) Billionaire wealth across the globe surged by $2 trillion in 2024 to $15 trillion at a rate three times faster than the previous year, a study showed on Monday.
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On Episode 485 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhu Dhamodharan, Convenor at the Indian Texpreneurs Federation as well as Karan Taruani, Consumer Analyst and Senior Vice President at Elara Securities.
SHOW NOTES(00:00) The Take
(04:50) The stock markets are still under pressure, on standby for Budget cues
(06:12) India’s forex reserves are at 10 month low, down $79 billion
(07:53) India is now experiencing a structural slowdown, says UBS
(10:16) Will the US step up or down sanctions on Russian oil? And what that could mean for India?
(13:25) On Trump’s inauguration day, how could potential import tariffs hurt India’s apparel industry
(26:00) Reliance retail has reported strong Q3 results, does that mean consumer products are doing well?
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This week financial journalist Govindraj Ethiraj is joined by Govindraj Ethiraj sits down with Vishal Kampani, Vice Chairman and Managing Director of JM Financial, to explore the dynamic evolution of India's financial landscape. From private equity to capital markets, they discuss the shifting preferences of investors, as well as the opportunities and hurdles shaping the sector. Kampani highlights the need for financial innovation, the role of family offices, and the future of the financial sector in India. Tune in to understand the contemporary pinnings of wealth management.(00:00) Introduction(02:15) Legacy, Culture and contemporary advantages of JM Financial(03:30) New competition and current trends(05:22) Building out a digital platform(07:11) Market Segmentation and expansion(10:00) Investment-life-balance and the younger generation(12:00) JM Financials range of customers(13:38) Investment banking today(17:00) Financial Innovation in India(19:00) Today vs 25 years ago(24:45) Pricing and Private equity(27:20) JM Financial’s various verticals and growth(31:30) RBI and Taking a Regulatory Lens(34:11) Outlook for 2025(37:42) Family Offices(40:00) Future of the financial sector and final thoughts
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On Episode 483 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinod Giri, Director General of the Brewers Association of India as well as Vivek Kumar, economist at QuantEco Research.
SHOW NOTES(00:00) Stories Of The Day(01:00) Markets gain on US interest rate outlook and positive fund flow cues(03:16) Infosys results and guidance suggest US banks will increase spending on the back of strong performance. (05:27) Refiners are scampering to buy crude as sanctions on Russian oil take hold(11:28) Hyderabad is running out of beer as United Breweries battles with the State Government for past dues.(21:34) India’s trade deficit conundrum. Decoding the numbers
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On Episode 482 of The Core Report, financial journalist Govindraj Ethiraj talks to Uday Ved, Partner-Tax Services at KNAV CPA India.
SHOW NOTES
(00:00) Stories Of The Day (01:00) Markets hold on to a recovery, Wall Street zooms, drive positive cues. (03:44) Gold prices are inching up after while. (04:11) The rupee turns in its best performance in 7 months. (05:33) Oil markets are still on the edge following Russian sanctions and BP returns to a century-old Iraqi field. The IEW Segment. (08:18) Promoters of Indian companies may not get the salaries they do if small shareholders had a greater say. (11:26) How a liberal tax policy can help boost manufacturing. Budget Notes with Uday Ved, Partner, Tax Services, KNAV - CPA India
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On Episode 481 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Shah, well known economist and columnist as well as Vandana Hari, Founder and CEO of Vanda Insights.
SHOW NOTES
(00:00) Stories Of The Day (01:00) Markets fight to end in the positive (04:41) The policy flip flop on the rupee and its implications (19:42) Decoding the sanctions bombshell on Russian oil and impact on India (28:14) Car sales slow down, more so in the small car segment (29:19) And the world’s busiest airport in 2024 is… (30:35) Who does the word schezwan chutney belong to?
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On Episode 480 of The Core Report, financial journalist Govindraj Ethiraj talks to Viktor Katona, head of oil analysis at energy research firm Kpler as well as Rama Bijapurkar, author, business advisor and researcher of Indian consumer markets.
SHOW NOTES
(00:00) Stories Of The Day (01:00) Markets hit a 7-month low, some fund managers still wary of valuations (04:45) Rupee slides past 86 to the US Dollar for the first time (05:21) Shipments of Russian oil to India assured for now as India braces for impact (06:56) Why oil prices are falling and India’s bargaining stance (15:14) How to interpret consumption trends in India when data is weak
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