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On Episode 901 of The Core Report, financial journalist Govindraj Ethiraj talks to Venkat Mangudi, Cyber Security Expert and Founder-CEO at Elytra Security as well as Anand Kulkarni, Director at Crisil Ratings.
SHOW NOTES
(00:00) The Take
(06:55) Markets set to rise further as oil prices head downwards in anticipation of Iran-US deal
(11:58) The G7 meet starts off today, India will also be present.
(12:26) Why is Anthropic pulling its latest LLMs from the market?
(22:49) EV majors are investing billions of dollars as market demand picks up.
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Why Cheap Power Is Key To India’s Manufacturing Future is one of the biggest questions facing India’s economy. Can India become a global manufacturing hub if factories are paying too much for electricity?In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Vivek Bhatia, MD and CEO, TKIL Industries Pvt. Ltd (formerly ThyssenKrupp Industries India) about India’s manufacturing future, cheap power, industrial growth, energy costs, mining, steel, cement, ethanol, green hydrogen and the technologies shaping India’s next phase of growth.Vivek Bhatia explains why affordable and reliable power could decide whether India’s industrial boom turns into a true manufacturing revolution or remains a missed opportunity.The conversation explores what he calls the decade of industrials, how TKIL is building equipment for power, mining, cement and sugar plants, and why sectors like coal handling, thermal power, ethanol, CBG, sustainable aviation fuel and green hydrogen may become central to India’s economic growth story.They also discuss why India needs globally competitive power costs, better quality standards, stronger capital goods manufacturing, more efficient mining, and a sharper export mindset if it wants to become the manufacturing factory for the world.CHAPTERS:(01:17) Why Vivek Bhatia Calls This The Decade Of Industrials (02:33) The Evolution Of One Of India's Oldest Engineering Companies(05:55) Where India's Capital Expenditure Wave Is Headed(08:06) How Sugar Mills Are Evolving Into Biochemical Hubs(08:42) Coal Handling, Balance Of Plant And The Thermal Power Boom(17:15) Electrification, Automation And The Future Of Mining(21:15) Fixing Productivity Gaps Across The Sugar Value Chain(22:17) Beyond Ethanol: The Future Of Biofuels (27:15) The Next Phase Of India's Biofuel Transition(29:28) Building A Diverse Energy System For The Future(31:28) What's Holding Back India's Hydrogen Economy? (34:09) The Case Against Battery Dependence(37:00) Why India Needs Global Manufacturing Standards(41:08) Why Domestic Demand Alone Isn't Enough(45:13) Rebuilding India's Engineering Talent PipelineFrom India’s power problem to the future of manufacturing, from ethanol and hydrogen to AI, robotics and autonomous mining, this conversation looks at what could unlock India’s next big economic leap.Why is cheap power key to India’s manufacturing future? Govindraj Ethiraj speaks with Vivek Bhatia of TKIL Industries on India’s economy, manufacturing growth, industrial power costs, energy costs, mining, steel, cement, ethanol, green hydrogen, thermal power, exports, AI, robotics and the technologies shaping India’s next phase of growth. Watch The Core Report for sharp business news on India’s industrial future.#IndiaManufacturing #IndianEconomy #BusinessNews #CheapPower #TheCoreReport #TheCore
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On Episode 899 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert as well as Arvind Chari, Chief Investment Strategist at Q India (UK), affiliate of Quantum Advisors India .
SHOW NOTES
(00:00) Stories of the Day
(04:47) Monsoons are Running Late
(05:30) IPOs on Wall Street and Dalal Street, What will it Do to The Markets?
(12:47) Moves to Bring in Dollars Might Bring in Dollars but the Rupee is Still Weak
(25:59) Record Number of New Homes are to be Delivered This Year but The War in West Asia is Causing Delays
(26:57) Record GHG even as Human activities pushed Global Warming to 1.37°C in 2025
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On Episode 898 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhakar Kudva, Co-Founder and Director at Samvitti Capital. We also feature an excerpt from our Special Edition interview with Vishal Mehta, India Leader for Energy Practice at Boston Consulting Group.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Mutual fund Inflows are Slowing but is that a Bad Thing?
(03:23) Markets Hold Steady Despite Fresh Flare Up in West Asia
(05:21) Leading Banks Start Offering FCNR Deposits at New Rates to Attract NRI Money
(06:48) India Inc’s Q4 Performance Paints a Picture of Resilience, says Bank of Baroda
(08:17) India Inc is Talking of Stepping Up Capital Expenditure in Earnings Calls and Management Discussions
(19:05) A 270 GW peak load - How India’s Power System Is Trying To Cope
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On Episode 897 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President Research & Co- Founder at Counterpoint Research.
SHOW NOTES
(00:00) Stories of the Day
(01:29) Indian stocks no longer feature in the Top 10 of the MSCI EM index
(05:17) Bank stocks Take Up Indices on RBI Forex Moves
(06:19) TCS says will hire less as AI agents and employees will work jointly
(09:55) Fitch lowers growth projections for India to 6.4%
(13:58) How hunger for storage memory is upending the smartphone market in more ways than one
(25:17) Heatwaves have cut productivity of India’s leading garment industry factories
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On Episode 896 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Asian Markets Dive, Indian Markets On Edge Again
(03:08) A Slew of Measures to Attract Foreign Portfolio Investments and NRI Savings is Not Working Yet.
(10:46) Why Indian Car Sales Hit a Record High in May
(19:27) Airline Profits will Halve This Year Despite Revenue and Seat Loads Rising
(20:47) Will a No Car Friday in BKC in Mumbai Work?
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On Episode 895 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, Economist at QuantEco Research. We also feature an excerpt from our Special Edition featuring Girish Tanti, Vice Chairman at Suzlon.
SHOW NOTES
(00:00) The Take
(04:21) Tech stock slump in the US could help Indian markets.
(07:26) FII selling continues, with over $4.5 billion in June first week as Govt incentivises bond purchases for them.
(09:18) Decoding the latest GDP numbers and outlook
(17:46) How wind turbine company Suzlon is pivoting to becoming a round the clock energy supplier.
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India Market Risks and New Opportunities Explained on The Core Report Weekend Edition with Govindraj Ethiraj explores how Indian markets, global uncertainty and economic disruption are shaping investors, businesses and professionals.
As market volatility rises, India faces faster economic cycles, geopolitical risk, AI disruption, supply chain shifts, defence spending, climate change, global investing and changing investor behaviour. In this episode, Financial Journalist Govindraj Ethiraj leads a sharp conversation with Radhika Gupta of Edelweiss Mutual Fund and Navneet Munot of HDFC AMC on how India can navigate market risk and find new opportunities in a world where old assumptions may no longer work.
The discussion explores why diversification matters, why Indian investors may need to think beyond traditional equity and debt, and how global markets, US technology, China, emerging markets and India’s growth story are changing the way capital moves.
Radhika Gupta explains why resilient portfolios matter more than chasing market noise, while Navneet Munot breaks down why uncertainty, momentum and economic disruption are now central to understanding financial markets.
This is not a conversation about quick stock tips or easy investing hacks. It is about the bigger forces behind business, investing, macroeconomics, AI, manufacturing, defence, financial services, global markets and India’s long term economic future.
CHAPTERS:
(00:00) Introduction
(07:20) Building Portfolios That Can Survive
(13:40) Navigating An Unpredictable, Faster & Questionable World
(23:00) How The World And Investments Have Changed
(26:37) How Portfolio Construction Has Changed Over the Last Decade
(31:33) Building an Asset Management Business for a Changing Market
(32:30) Global Investing and International Funds
(36:20) Is Diversification The Need Of The Hour?
(40:05) Why Market Leadership Always Changes
(43:08) The Case for the US, China & Emerging Markets
(47:45) Ray Dalio’s Debt Cycle, Risks Investors Are Ignoring
(54:26) Financials, Power, Defence & Market Leaders
(58:40) What an 18-Year-Old Should Do With Their Money
(1:01:44) Invest in Yourself Before Investing in Markets
Watch this episode if you follow Indian markets, business news, mutual funds, wealth management, consulting, financial services, global economy, technology trends, AI disruption, manufacturing growth or India’s investment landscape.
#IndiaMarkets #BusinessNews #IndianEconomy #Investing #TheCoreReport #TheCore
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On Episode 893 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Chimakurthy, CEO at Kotak Alts (Real Estate Fund) as well as Dr Kailash Sharma, Dean Academic projects at Tata Memorial Center, Mumbai.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets await Govt moves on foreign investments
(04:15) The big shift in oil production and movements
(08:01) Is the UK FTA hitting a bump even as more FTAs on the anvil
(09:17) Kotak closes a $1 billion real estate fund with a majority FDI investment. Where could the funds go?
(17:05) Understanding what the NEET controversy means from a healthcare industry perspective
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On Episode 892 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajani Sinha, Chief Economist at CareEdge Ratings. We also feature an excerpt from our Special Edition interview featuring Aoifinn Devitt, Managing Director - Global Wealth at Moneta.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Markets speculate on incentives for foreign portfolio investors
(05:35) What the RBI is balancing as it takes a call on interest rates
(14:22) Tariff wars are back, should India give into pressure tactics?
(16:50) Why global investors are chasing AI stocks, a view from the other side
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On Episode 891 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO, India, SEA, MEA at CBRE.
SHOW NOTES
(00:00) Stories of the Day
(00:41) Decoding the AI Investment Frenzy
(05:08) Why Nvidia CEO statement sets Indian markets racing
(09:55) Assessing Inflation Impact of Rising Fuel Prices
(11:00) Why Jewellery Stores are Expanding Across India and What That Means for Retail
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On Episode 890 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior Vice President at Geojit Financial Services as well as Dharmakirti Joshi, Chief Economist at CRISIL.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Why global markets are now disconnected from war, geopolitics and rising prices.
(03:54) Will the RBI hike interest rates this week?
(12:44) Does it matter who is buying or selling in Indian markets right now?
(15:07) Why an India-Oman FTA is more than just that
(23:21) Negotiations for a deal to telecast the FIFA World Cup are almost as nail biting as a final match
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On Episode 889 of The Core Report, financial journalist Govindraj Ethiraj talks to Manisha Kapoor, CEO and Secretary-General at ASCI. We also feature an excerpt from our show How India’s Economy Works featuring economist and former NITI Aayog Vice Chairman, Dr. Rajiv Kumar.
SHOW NOTES
(00:00) The Take
(08:34) Index rebalancing is a larger problem for markets to grapple with.
(10:22) Markets are still expecting a deal on the Iran-US war.
(12:27) Despite bans, offshore betting and its advertisements flourish in India.
(23:45) What ails manufacturing in India and what should be the policy response.
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Why India’s Electrostate Push Is Bigger Than You Think with Govindraj Ethiraj and Pratik Agarwal explores how India’s electricity revolution could reshape the economy, infrastructure, manufacturing, AI data centres, renewable energy, and the future of power consumption in India.
As India’s peak power demand crosses 270 GW earlier than expected, Pratik Agarwal, Chairman of Resonia and Serentica Renewables and Managing Director at Sterlite Group, explains why this is not just a power story but the beginning of India becoming an electrostate. From renewable energy growth and transmission infrastructure to AI powered grids, battery storage, EV adoption, and round the clock green energy, this conversation breaks down the biggest shifts happening inside India’s energy sector.
In this deep dive episode of The Core Report Weekend Edition, Govindraj Ethiraj and Pratik Agarwal discuss India’s electricity demand surge, renewable energy targets, power grid expansion, data centre growth, battery economics, AI in electricity management, transmission bottlenecks, and why India may have a once in a generation opportunity to become a global clean energy and AI infrastructure hub.
The conversation also explores Sterlite Electric’s role in India’s transmission network, renewable energy supply for industries like aluminium and zinc, underground cabling in cities like Mumbai, the rise of HVDC transmission lines, and how AI driven software is optimising India’s national power grid in real time.
Topics covered include India power demand, India renewable energy, India electricity grid, Sterlite Electric, Serentica Renewables, Govindraj Ethiraj podcast, Pratik Agarwal interview, India energy transition, AI data centres India, electricity consumption India, EV adoption India, renewable energy storage, battery technology India, HVDC transmission, green energy India, industrial decarbonisation, infrastructure investing India, power transmission India, AI in energy sector, and India growth story.
Register for our event on Tuesday, 2nd June
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On Episode 887 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO at Tax Compaas as well as Moses Kemibaro, Founder & CEO at Dotsavvy.
SHOW NOTES
(00:00) Stories of the Day
(01:24) With no end in sight to the was in West Asia, markets brace once again for a fall
(05:50) Air India, Indigo to cut back flights in June and July
(07:29) Will the Government cut capital gains taxes for foreign portfolio investors?
(16:53) US airlines are stepping up their India presence but not for flights
(17:40) Lessons from Kenya’s experiment with satellite internet
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India’s ₹1.5 Lakh Crore DARPA Moment For Deep Tech could reshape India’s R&D, startup funding and innovation economy. In this special episode of The Core Report, Govindraj Ethiraj speaks with Dr. Shivkumar Kalyanaraman, CEO of ANRF, on India’s biggest push yet to fund deep tech, research and development, and future technologies.
Dr. Kalyanaraman explains how the Anusandhan National Research Foundation, the RDI scheme, TDB and BIRAC are backing companies and projects with patient capital, long term debt, convertibles and blended finance.
CHAPTERS:
(00:00) Introduction
(02:00) India’s New Push to Fund Research and Deep Tech
(02:30) How the First RDI Projects Were Selected
(04:10) From 6G to Space Tech: What the Fund Is Backing
(06:02) Ticket Sizes, Loans, and Convertible Funding
(06:30) How ANRF Compares With DARPA
(07:32) How ANRF Is Changing India’s Research Funding Model
(08:26) Grants, Translation, and Private Sector Scale-Up
(10:36) How ANRF Is Choosing Themes and Projects
(12:15) Monitoring, Mentoring, and Measuring Research Outcomes
(13:46) Lessons From His Experience in IBM and Microsoft
(15:30) Where AI Fits Into India’s R&D Funding Push
(16:50) Standout Areas: Space Tech, Health Tech, Drones, and AI
(18:27) How Big and Small Companies Can Access RDI Funding
(20:16) Strengthening Academic Research and Translation
(21:54) What Patient Capital Really Means
(23:50) Funding Energy Transition and Critical Raw Materials
(25:24) The Scientific Problems India Should Solve Next
(27:23) India’s Unfinished Agenda for Scientific Excellence
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On Episode 885 of The Core Report, financial journalist Govindraj Ethiraj talks to Vishwas Chitale, fellow at the Council on Energy, Environment and Water (CEEW) as well as Amol Bansal, Founder and CEO at BK Saraf Jewellers.
SHOW NOTES
(00:00) Stories of the Day
(01:31) India falls behind Taiwan in market capitalisation
(05:22) Coal-fired power plants are running dangerously short on coal
(07:06) Is India better prepared for heatwaves?
(15:36) Can a native solution to monetize 25,000 tonnes of gold in homes work?
(26:43) Ferrari shares fall after it launches an electric car
(27:51) Who buys a watch to see the time
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On Episode 884 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikash Halan, Managing Director, Corporate Finance at Moody's Ratings; K. Ravichandran, Executive Vice President & Chief Rating Officer at ICRA ltd; and Poorvi Chothani, Founder and Managing Partner at LawQuest.
SHOW NOTES
(00:00) Stories of the Day
(01:52) Why oil markets are now nearing minimum operating levels
(02:39) Scent of a deal sends oil prices down, markets up
(03:59) Oil prices rose for the fourth time in May
(04:14) Moody’s, Crisil say Indian balance sheets were strong going into conflict
(16:14) What will the new Green Card rule mean for Indian visa holders in the US?
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On Episode 883 of The Core Report, financial journalist Govindraj Ethiraj talks to Prasanna Tantri, Associate Professor of Finance and Executive Director - Centre for Analytical Finance (CAF) at ISB as well as Yogesh Rawat, Chief Business Officer - Student Lending International at Avanse financial services.
SHOW NOTES
(00:00) The Take
(05:00) Why your SIPs are bringing the rupee down against the dollar
(06:14) Indian markets are set to open stronger on reports of an Iran-US deal.
(07:12) 150-member business delegation along with the trade minister to land in Canada.
(08:35) Interest rate hikes seem imminent. But what about the timing?
(19:50) How Indian students headed overseas are recalibrating their options thanks to tighter visa regimes and depreciating rupee
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In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Rishi Agrawal of TeamLease Regtech and Dr Rajeswari Sengupta on why the Indian rupee is under pressure, why foreign investors are pulling money out, and why India’s business rules still make growth harder than it should be.Dr. Rajeswari Sengupta, Associate Professor of Economics, Indira Gandhi Institute of Development Research, explains the macroeconomic stress behind the rupee fall, energy shock, oil price pressure, current account deficit, foreign capital outflows, AI shock and India’s weakening appeal for global investors. She also explains why price adjustment, currency depreciation and policy certainty may matter more than short term defence of the rupee.Rishi Agrawal, CEO and Co Founder of TeamLease RegTech, explains the bottom up challenge facing Indian businesses. From red tape and compliance burden to labour law reform, Jan Vishwas, decriminalisation, digitisation and the need for a UPI moment for business compliance, he breaks down what must change to make India more attractive for entrepreneurs, MSMEs, manufacturers and foreign investors.
CHAPTERS:
(00:00) Introduction
(02:33) Why the Rupee Was Weak Before the West Asia Crisis
(07:22) The Three Shocks Facing India: Iran, AI, and China Plus One
(09:20) Why India Needs Price Adjustment, Not Suppression
(10:03) The Regulatory Architecture Holding Businesses Back
(11:50) Decriminalisation, Jan Vishwas, and the Shift From Fear to Trust
(15:04) What Still Makes India Attractive for Investors
(17:00) Why the Current Account Deficit Has Become a Bigger Worry
(21:23) When Policy Response Starts Looking Like Panic
(23:23) The Ground Reality for MSMEs and Manufacturers
(26:00) Why India Needs a UPI Moment for Compliance
(28:00) What Labour Law Reform Could Change for Businesses
(29:53) When Will Regulatory Reform Show Economic Results?
(31:07) Why India Still Needs Policy Certainty and Predictability
(33:00) The Case for Recalibrating India’s Growth Ambitions
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- Visa fler
