Afleveringen
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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
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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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Zijn er afleveringen die ontbreken?
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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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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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On Episode 914 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Matthan, Founding Partner of Trilegal. We also feature bites from our recent Weekend Edition featuring Rajani Sinha of CareEdge Ratings, Somashekhar Vemuri of Crisil Ratings and Manas Majumdar of PwC.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Stocks Fall Again Because Of Monsoon Concerns Even As Rains Pick Up.
(03:13) Electricity Consumption Spike Drives Up Industrial Output.
(10:43) Most NRI Deposits Into New Schemes Expected From The Gulf Region.
(14:02) Residential Sales Dropped 6% In Q2 2026 As Uncertainty Rules.
(14:58) Why India Needs A Single Destination For Its Multiple Laws And Rules.
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On Episode 913 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President-Research & Co- Founder at Counterpoint Research as well as Jayanth Neelakanta, Founder and CEO of Equip.
SHOW NOTES
(00:00) The Take
(04:41) Indian Markets Will Stay Cautious On Oil Price Movements
(06:46) A US Judge Ordered The Justice Department On Friday To Justify Its Decision To Drop Criminal Charges Against The Adani Group’s Gautam Adani.
(07:56) Chipflation Is Here As Companies Like Apple Announce Sharp Hikes, How Worse Can It Get?
(19:53) How AI Is Helping Hiring Decisions And What Are The Job Market Trends That It Is Throwing Up
(30:21) Australia Is Doubling Down On 6-Month Ban On Child Access To Social Platforms
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Crude Oil Falls Below 73: What It Means for India Economy?.Brent crude oil has slipped below $73 a barrel and that could be a game changer for the India economy. Lower crude oil prices can ease inflation, improve India’s current account deficit, strengthen government finances and even create room for lower fuel prices in the months ahead.But is this the beginning of a new oil cycle or just a temporary pause in the West Asia crisis?In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with leading economists and energy experts Rajani Sinha of CareEdge Ratings, Somashekhar Vemuri of Crisil Ratings and Manas Majumdar of PwC to decode what falling crude oil prices mean for India’s GDP growth, inflation, rupee, stock market, fuel prices and corporate earnings.CHAPTERS:(01:35) What Lower Crude Prices Mean for India(05:04) Oil Supply, OPEC and the Risk of Oversupply(07:27) How Crude Prices Affect India’s Current Account(09:13) Why Services Exports and Remittances Matter(10:36) When Petrol and Diesel Prices Could Fall(14:05) How Much Pressure Can Corporate India Avoid? (18:48) How India’s Economy Is Adapting to Shocks(22:26) India’s Oil Supply Diversification (24:38) Demand Management and the Return of Consumption(25:45) Where Private Capex Is Still Happening(28:04) What Could Support the Rupee(29:37) The Two Risks to Watch: Monsoon and West Asia (31:07) Oil, Gas and India’s Energy Resilience(32:54) The Broader Economic OutlookIf you follow business news, stock markets, the Indian economy, global energy markets, investing or geopolitics, this conversation will help you understand why crude oil prices matter to every Indian household and investor.Subscribe to The Core for deep conversations on business, economy, markets and policy that shape India’s future.Crude oil falls below $73 and the India economy could feel the impact. Watch Govindraj Ethiraj on The Core Report decode what lower Brent crude oil and oil prices mean for inflation, GDP growth, rupee, stock market, fuel prices and corporate earnings, and why the West Asia crisis still matters.#CrudeOil #IndiaEconomy #OilPrices #BrentCrude #TheCoreReport #TheCore
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India’s stock market through a bottom up investing lens is the focus of this episode of The Core Report Special Edition, where financial journalist Govindraj Ethiraj is in conversation with Rakesh Vyas, CIO & Portfolio Manager at Quest Investment Managers.
Where will India’s next stock market returns really come from?
Beyond oil prices, geopolitics, inflation, the rupee and global uncertainty, this conversation looks at India’s equity market from the ground up. Rakesh Vyas breaks down the sectors and themes that could shape India’s next phase of market returns.
The discussion covers banks, lending and financialization of savings, along with consumption, premiumization and retail growth. It also looks at energy, power transmission and manufacturing as India prepares for higher demand, more capex and a stronger domestic growth cycle.
Can lending become the one sector that connects India’s consumption story, energy investment and financial savings boom? Are Indian market valuations fair, expensive or still attractive? And will corporate earnings growth matter more than market hype?
CHAPTERS:
(01:52) Where Equity Returns May Come From Next
(06:45) Why Lending Could Lead India’s Financialisation Story
(10:26) The Big Shift in Indian Consumption
(12:50) Why Premiumisation Is Still Early
(14:47) Energy Demand, Power Capex and Transmission
(19:05) Why Solar Equipment Stocks Face Pressure
(21:31) Why IT Sector Has Been Underweight
(24:24) Why IT Services Still Have a Role in AI
(25:09) How Lending Connects India’s Big Growth Themes
(26:36) What Investors Should Expect From Markets
(28:14) Are Earnings Finally Set to Recover?
(30:31) The Biggest Risks for Indian Markets
(32:04) Manufacturing and Exports as the Next Big Opportunity
(33:59) Are Indian Markets Fairly Valued?
The episode also explores IT services, AI, GCCs, exports, pharma and manufacturing as long term opportunities for India’s equity market and the broader Indian economy.
Watch the full conversation for a sharper view of India’s stock market, bottom up investing, equity market trends and India’s next growth opportunities.
#IndiaStockMarket #StockMarketIndia #EquityMarket #IndianEconomy #TheCoreReport #TheCore
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On Episode 910 of The Core Report, financial journalist Govindraj Ethiraj talks to Jitendra Gohil, CIO - Listed Equities at Bajaj Alternate Investment Management Limited as well as Soumya Mohanty, MD & Chief Client & Solutions Officer, South Asia at Kantar.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Oil Prices Fall Below Pre War Levels As Optimism Rises
(05:43) How South Korean Supertankers Are Ruling The Persian Gulf
(07:03) India Is Using More Domestic Coal Instead Of Imported
(08:15) Shaping Market Strategies Based On Geopolitical Moves
(18:49) India’s Most Creatively Effective Brands Include Oldies Taj Mahal Tea And Tata Salt
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On Episode 909 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at the Global Trade Research Initiative (GTRI) as well as Deepak Ballani, Director General at the Indian Sugar and Bio-Energy Manufacturers Association (ISMA).
SHOW NOTES
(00:00) Stories of the Day
(01:00) Did A Big IPO Break The Market Just Now?
(03:45) Oil Prices Continue To Slide Downwards As Talks Progress
(06:35) India’s Banking Sector Saw Higher Credit Growth Than Deposit Growth In Fiscal 2026
(08:10) What Are The Real Options Ahead Of India On The US-India Trade Deal?
(16:36) Results Of A IIT-Delhi Led Study On Flex Fuel Compatibility For Ethanol Fuel Is Out. What Does It Say?
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On Episode 908 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Deputy Head of Research at Elara Securities (India) as well as Piyush Pandey, Senior Vice President, Lead Analyst-Institutional Equities for IT, Telecom, Internet and Power at Centrum India.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Lessons From The World’s Biggest IPO
(02:17) Monsoons Have Now Recovered And Is Advancing, Says The IMD
(09:00) Near Term Risks For The Rupee Are Fading But There Are Longer Term Issues
(17:16) Alan Greenspan, The Man Behind The Famous Irrational Exuberance Term Has Died
(19:04) Where Do Analysts See Value In The Telecom Business Stack?
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On Episode 907 of The Core Report, financial journalist Govindraj Ethiraj talks to Muralikrishnan B, Founding Faculty at the International Institute for Faculty and Research.
SHOW NOTES
(00:00) The Take
(06:45) The Rains Are Here.
(07:54) Why Indian IT Stocks Are Getting Battered.
(09:51) Rupee Has Best Week In 11 Weeks. Meanwhile, The World’s Best Performing Currency In The Last Few Weeks Is..
(11:04) A Wave Of Mega IPOs And Smoothened Buyback Norms Could Provide Some Lift To The Markets.
(14:02) Why B Schools Want To Hear Corporate Leaders But More Than Just War Stories
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Why is India’s FDI falling despite its growth story, and why is India struggling to attract foreign investment at the scale its economy needs?
In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Ketan Dalal, Managing Director, Katalyst Advisors, and Sudhir Kapadia, Senior Board Advisor and Ex-National Tax Leader at EY India, to unpack India’s foreign direct investment challenge.
The conversation looks beyond the headline FDI numbers to understand what is really happening to foreign investment in India. Is the fall in net FDI a warning sign, or does it partly reflect successful investor exits? Why are gross FDI, private equity flows, foreign portfolio investment, outbound investment, rupee pressure, and dollar inflows all part of the same larger story?
Ketan Dalal explains why India’s real FDI problem may lie in on-ground constraints such as land availability, industrial clusters, logistics costs, power, judicial delays, policy uncertainty, and ease of doing business. Sudhir Kapadia explains why tax certainty, capital gains treatment, withholding tax, sovereign wealth funds, pension funds, and long-term policy stability matter if India wants patient foreign capital.
The discussion also explores why India needs more strategic FDI in manufacturing, not just private equity-led investment or secondary buyouts. From AI and semiconductors to green energy, GCCs, infrastructure, global supply chains, and sector-led policy focus, the episode asks what India must do to turn its growth story into a stronger foreign investment story.
Can India unclog its FDI pipeline and make foreign investors more confident about investing in India?
#IndiaFDI #ForeignInvestment #IndianEconomy #FDI #TheCoreReport #TheCore
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On Episode 905 of The Core Report, financial journalist Govindraj Ethiraj talks to Siraj Hussain, former Agriculture Secretary to the Government of India (and frequent columnist on agricultural and food production issues) as well as Ambareesh Baliga, Market Expert.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets Are Coasting On Hopes Of Oil Prices Staying Down
(06:18) What A Surge In IPOs Means For The Market
(12:17) Why The Rupee Is Likely To Stay Under Pressure For A While
(14:35) Decoding The Government’s Drought Plans And Why Farmers Have To Switch To Drought Resistant Crops
(25:11) Why The Price Of The Next Iphone Could Be Much Higher Than Expected
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On Episode 904 of The Core Report, financial journalist Govindraj Ethiraj speaks to Gauri Shankar Nagabhushanam, CEO at CapitaLand India Trust, in an excerpt from our Special Edition. We also feature an excerpt from our show How India’s Economy Works hosted by journalist and author Puja Mehra and featuring economist Renu Kohli, formerly at the Reserve Bank of India and the IMF and currently senior fellow at the Centre for Social and Economic Progress (CSEP).
SHOW NOTES
(00:00) Stories of the Day
(01:00) Indian Markets Are Now Cautious As They Standby For West Asia Developments
(06:50) FTA With UK To Kick Off Next Month Even As Indian Companies Step Up Investments There
(07:59) Mumbai Is Running Out Of Water
(09:00) Singapore Based Real Estate Investment Giant Capitaland Outlines India REIT Strategy And Outlines Datacentre Investment Plans
(22:37) India’s Rupee Problem Links To The Capital Account And Not The Current Account And Why That Matters
Check out our extended interview with Renu Kohli
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On Episode 903 of The Core Report, financial journalist Govindraj Ethiraj speaks to Pratik Shah, Partner & National Leader - Financial Services at EY India, in an excerpt from our Special Edition.
SHOW NOTES
(00:00) Stories of the Day
(01:09) More Foreign Capital Returns As Global Funds Buy India Bonds As Macro Signals Ease.
(04:41) India Exports More To Other Countries Than The US Compared To The Pre-Tariff Period.
(06:57) Steel Giants Say India Is The Next Big Investment Opportunity
(08:18) India Could Face A Problem Of Plenty On NRI Deposits
(11:31) Cumulative Under-Recovery On Petrol, Diesel And LPG During March–May 2026 Is Estimated At Approximately Rs 1 Lakh Crore, Says A Crisil Note
(12:31) Why Only 25% Of India’s Users Rate Their Banking Experience As Good
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On Episode 902 of The Core Report, financial journalist Govindraj Ethiraj talks to Bharati Balaji, Deputy Director General at the All India Distillers' Association (AIDA) as well as Sourav Mitra, Partner – Oil & Gas at Grant Thornton Bharat.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Oil Prices Hit 3 Month Low As Global, Indian Markets Rise
(04:36) Indian Merchandise Exports Hit A Record High At $42.5 Billion
(06:00) How Will India Be Impacted If The Iran-US Deal Stays
(13:42) Decoding India’s Ethanol Supply Systems As Govt Unveils Fresh Rules For Ethanol Blended Vehicles
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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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