On Episode 675 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative as well as Gulam Zia, Executive Director at Knight Frank.
SHOW NOTES
(00:00) Stories of the day
(01:00) Is India riding a global market boom or trailing it?
(06:17) Welcome to a decade of dust as over 910 societies sign up for redeveloping their properties in Mumbai city.
(17:06) India’s non tariff barriers are almost machiavelian in design and implementation as many importers have found.
(28:32) Air India CEO reiterates nothing wrong with Ahmedabad plane or operations referring to preliminary report.
(29:28) Mahindra says it will issue advisory on impact of ethanol blended fuel as controversy continues to rage.
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On Episode 674 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Pathak, Research Director at Counterpoint Research as well as Pushan Sharma, Director at Crisil Intelligence.
SHOW NOTES
(00:00) The Take
(04:31) Markets jump again as Trump appears to smoke a peace pipe.
(07:04) No GST rate cuts on mobile phones but sales are expected to be strong, picking up on Apple’s latest iPhone 17
(16:50) This year’s monsoons have been excessive and hurt crop production. What should policy makers do next?
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On Episode 673 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Gupta, Commodity Expert, Suresh Narayanan, former Chairman and Managing Director of Nestle India as well as Apoorva Bajaj, Founder of Edubuk.
SHOW NOTES
(00:00) Stories of the Day
(01:00) The markets return to pre 50% tariff levels as economy appears to absorb shocks.
(03:14) Another $20 billion of IPOs could come this year
(05:52) How Indian consumers are satiating their appetite for gold despite prices rising to record levels.
(10:00) Pressured Indian households will welcome lower prices on items of daily consumption. But household priorities have changed too.
(17:22) How a university in the US confirms whether a certificate from an Indian university is a genuine one.
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On Episode 672 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President, FADA as well as Adam Wolfe, Emerging Markets Economist at Absolute Strategy Research (ASR).
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets fail to hold onto gains, steel, auto stocks shine
(02:52) India is set to outstrip China in oil demand
(03:38) Gold hits a fresh high, quick reminder, bullion is up 38% this year
(05:10) How auto dealers are happy tax rates are down but they want to be compensated for higher priced inventory
(15:40) How Tesla’s US market share has hit an 8 year low
(17:26) Why foreign investors are selling for more than a decade now and the story from 1998 - 2016. A deep dive discussion
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On Episode 671 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Varma, Technical Lead, India at Algorand, Sheetal Sapale, Vice President–Commercial at Pharmarack as well as Ganesan Ramachandran, Managing Director and Lead - Industry Groups at Accenture.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets are losing steam but other assets are volatile.
(06:31) What the GST rate cut on life saving drugs really means.
(11:10) India’s new digital personal data protection bill can trigger key changes in handling of data and need for security.
(19:38) Agentic AI is a big opportunity. What do employers want from the future workforce?
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In this Weekend Edition of The Core Report, Govindraj Ethiraj sits down with S Ramesh, former CBIC Chairman, and Krishan Arora, Head of Indirect Tax at Grant Thornton Bharat, to decode India’s bold new GST reforms.
From slashed rates on food, cars, medicines, and apparel to a tough new 40% slab on luxury goods, GST 2.0 is rewriting the rules of consumption and business. But what does it mean for FMCG, pharma, auto, airlines, and insurance? And how will India tackle the ₹48,000 crore revenue hit, stock transitions, and compliance challenges?
What you’ll learn:
How GST 2.0 reshapes demand across key industries
Why hidden costs like cess & inverted duties still matter
What businesses must know about tribunals & disputes
The unfinished agenda: services, ATF, natural gas & more
A sharp, no-fluff breakdown of India’s biggest tax reform in years — essential listening for business leaders, policymakers, and anyone tracking the economy’s next chapter.
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On Episode 669 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas, Madhavi Arora, Lead Economist at Emkay Global Financial Services as well as Kaushik Sanyal, Managing Director for Data & AI, India at Accenture.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Stocks jump on GST rate cuts, clothing industry gets a shock.
(03:13) The big question, will demand and consumption rise because of lower consumption tax?
(10:42) The unfinished agenda on GST reform
(20:39) More used cases for agentic AI, including in areas you may not guess
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On Episode 668 of The Core Report, financial journalist Govindraj Ethiraj talks to Co-Founder and JMD at Wazir Advisors as well as Paul Hickin, Chief Economist and Editor-in-Chief at Petroleum Economist.
SHOW NOTES
(00:00) Stories of the Day
(01:09) Global bond markets are wobbling again, India gains in anticipation of GST rate cuts
(04:13) Why gold prices are set to rise further
(06:28) India’s services sector continued its strong run, hitting a 15-year high in August on new orders and rising output led by international demand
(07:38) Why Indian apparel companies have to go multi global location
(11:50) New oil finds in South America are bringing in fresh supply in the face of fresh shifts in demand and supply
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On Episode 667 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre as well as Cameron Johnson, partner at Tidalwave Solutions and a global supply chain strategist.
SHOW NOTES
(00:00) Stories of the Day
(00:41) Market pause
(04:33) Bonhomie and camaraderie in Tianjin, now what?
(13:05) The new global supply chain dynamics
(27:19) Tesla has received only 600 orders since launch in mid July
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On Episode 666 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Deborah Elms, Head of Trade Policy, Hinrich as well as Rajesh Cheruvu, Managing Director & Chief Investment Officer at LGT Wealth India.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Markets start September on a strong note. Will they hold?
(02:12) September rains last longer and higher than average as well
(03:35) Have the markets absorbed the tariff shocks, where is the bottom?
(11:47) How is Asia navigating the post Trump tariff world?
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On Episode 665 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Richard Baldwin, Editor in Chief, VOXEU.
SHOW NOTES
(00:31) A Quick Wrap
(09:44) Why Trump’s Tariffs Are Unlike Anything Since World War II
(13:48) The Myth of Bringing Back Manufacturing Jobs
(15:26) Ripple Effects: Cascading Protectionism and Domino Liberalisation
(19:46) From Obama to Trump: How America Turned Against Globalisation
(27:44) Strategic Tariffs, Supply Chains, and the Weaponisation of Trade
(29:40) Why Businesses Must Build Resilience Beyond the U.S. Market
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On Episode 664 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert.
SHOW NOTES
(00:00) Stories of the Day
(00:41) The markets can get it wrong as they did with Trump tariffs.
(02:19) Why investors should temper their expectations.
(03:20) How much did India really gain from Russian oil imports?
(06:18) The markets are digesting tariff tensions.
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On Episode 663 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhakar Kudva, Director and Principal Officer - Portfolio Management Services at Samvitti Capital.
SHOW NOTES
(00:00) Stories of the Day
(00:50) India braces for tariff bomb. RBI Governor assures support.
(07:00) India’s oil imports fall year on year and month on month.
(09:16) India’s hotting surfing destination also hosts a rising fund manager who is pulling in money from the rest of the country.
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On Episode 662 of The Core Report, financial journalist Govindraj Ethiraj talks to Rama Bijapurkar, Author of ‘Lilliput Land: How Small is Driving India’s Mega Consumption Story.’
SHOW NOTES
(00:00) The Take
(05:57) Markets hold up last week..stability ahead.
(11:52) India’s aspirational middle class is exhausted.
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This weekend on The Core Report: Govindraj Ethiraj sits down with Girish Tanti, Co-Founder & Vice Chairman of Suzlon Group, to trace the unlikely origins of one of India’s most iconic renewable energy companies.
What began as Girish’s unfinished MBA thesis — the bold idea of setting up a wind energy company in India — became Suzlon Energy, a venture that transformed a family textile business into a global green energy pioneer.
In this exclusive conversation, Girish opens up about:
Early struggles to make wind power viable in India
Competing with global giants in the US & Europe
Surviving crises, including the loss of founder Tulsi Tanti
Rebuilding into a debt-free, sustainability-driven leader
A must-listen for anyone tracking innovation, resilience, and India’s green future.
(00:00) Introduction
(01:35) The Origins of Suzlon
(06:35) Building Wind Power in India
(07:35) Innovation and Technology at the Core
(11:45) Wind Energy and India’s Climate Goals
(19:00) Global Footprint, Indian Roots
(27:45) Digitization In Wind Energy
(38:00) India’s Wind Potential
(43:30) Lessons from the past
(54:30) The Future of Energy — Wind & Beyond
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On Episode 660 of The Core Report, financial journalist Govindraj Ethiraj talks to K Ramakrishnan, Managing Director - South Asia at Worldpanel by Numerator as well as Ashok Malik, Partner at The Asia Group, and former Policy Advisor, MEA.
SHOW NOTES
(00:00) Stories of the Day
(01:19) The markets rise for the 6th straight day
(03:30) India is largest underweight market in emerging market investor holdings: Nomura
(06:58) How India’s rural consumer is buying differently and aspirationally. Exclusive insights from Kantar Worldpanel study.
(07:50) Parle is India’s most chosen in-home FMCG brand, Surf Excel enters top 5.
(20:38) India-US relations have endured long term damage even at this point, will it ever recover
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On Episode 659 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at Crisil Ratings as well as Ananay Jain, Partner at Grant Thornton Bharat.
SHOW NOTES
(00:00) The Take
(04:31) Markets rise for the 5th day on easing tariff fears.
(07:29) Government initiates laws to ban real money gaming
(16:07) Why are telecom companies raising prices?
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On Episode 658 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre as well as Chandrima Chatterjee, Secretary General at the Confederation of Indian Textile Industry (CITI).
SHOW NOTES
(00:00) Stories of the Day
(01:27) The markets ride on macro bliss and expectations of a solution to Russian oil.
(04:12) India-China relations appear to be on a mend.
(10:50) India has cut a 11% import duty on cotton. Will it really help?
(19:53) Solar energy has a problem of plenty.
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On Episode 657 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO, India, SEA, MEA at CBRE as well as Paul Hickin, Chief Economist and Editor-in-Chief Petroleum Economist.
SHOW NOTES
(00:00) Stories of the Day
(00:50) How a combo tax package is keeping the markets happy
(04:13) Corporate earnings on Wall Street continue to surprise
(05:58) US trade advisor Peter Navarro wants India to stop acting as a clearing house for Russian oil
(14:35) Commercial real estate is on a roll
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On Episode 656 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Jain, Deputy Managing Partner at Economic Laws Practice (ELP) as well as Prashanth Agarwal, Partner at PwC.
SHOW NOTES
(00:00) The Take
(06:17) Markets set to benefit from positive cues including GST-led consumption boost.
(10:19) GST will be a Rs 40,000 crore + hit to the exchequer.
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