The Core Report

Karan Marwah, corporate lawyer and CFO advisory lead at Grant Thornton Bharat, on Companies Act tweaks and easier M&A. Amit Pabari, forex specialist and MD at CR Forex, on RBI moves and rupee dynamics. They discuss US troop landings in West Asia and potential market volatility. They also cover gas supply pressures and rapid changes in corporate compliance rules.

Arun Raste, CEO of NCDEX and veteran of commodity markets, explains how India’s exchanges create price signals for farmers and corporates. He discusses war and supply shocks, mandi opacity versus exchange transparency, hedging gaps, warehouse receipts, seasonality in crops like soybean and turmeric, and what it would take for India to move toward global price leadership.

Ben Powell, Managing Director and Chief Investment Strategist for APAC at BlackRock, offers market and investment perspectives for Asia-Pacific. He discusses Asia's energy vulnerabilities and which countries benefit. He explains AI as a productivity tailwind for India. He outlines deglobalisation, inflation and why active, selective investing and inflation hedges matter now.

Ayaz Mehman, cricket writer analyzing IPL sales and valuations. Garima Kapoor, chief economist at Elara Securities on inflation, currency and geopolitics. They discuss market moves as oil falls and peace manoeuvres influence equities. They unpack Iran-related pressure on markets, India’s inflation and rupee risks, and the strategic sales and future health of IPL franchises.

Vivek Kaul, author and financial columnist who parses market behavior and young investor trends. Capt. Shiv Samrat Kapur, managing director and former mariner with expertise in LPG shipping and Strait of Hormuz navigation. They discuss market swings and crude-driven volatility. They map LPG import drops, ship movements through the Strait, logistics bottlenecks and how Gen Z was swept into markets by apps and narratives.

Richa Sawhney, Partner (Tax) at Grant Thornton Bharat, explains the new Income Tax Act 2025 and compliance changes. Ajay Shah, economist and XKDR Forum co-founder, discusses exchange rate policy and rupee depreciation. They cover geopolitical market shocks, energy supply risks through the Strait of Hormuz, market volatility and how a floating rupee could restore competitiveness.

Manisha Kapoor, CEO of ASCI, explains how Gen Alpha lives online and how their attention and ad recognition differ from older kids. Ankit Hakhu, Director at Crisil Ratings, outlines grid evacuation limits, curtailment risks and how these strain renewable projects. They discuss looming oil price shocks, market volatility and what transmission delays mean for India’s clean‑energy goals.

Ajay Srivastava, founder of GTRI and trade-data expert, and Amit Tandon, founder of IIAS and corporate governance specialist. They discuss market turmoil from Middle East tensions and oil shocks. They cover crashing commodities, risks to fertilizer and LNG supplies, HDFC Bank’s chair resignation and governance dilemmas, and shifts in India’s goods versus services export trends.

Narendra Taneja, chairman of the Independent Energy Policy Institute, explains India’s LPG, LNG and gas distribution headaches. Anindya Banerjee, Kotak Securities' head of commodity research, breaks down how oil and energy shocks move markets and the rupee. They discuss market rebounds, oil arrivals, RBI interventions, and why prolonged conflicts could strain Indian fuel supplies.

Sourav Mitra, Partner–Oil & Gas at Grant Thornton Bharat, explains India’s LPG, crude and gas supply posture. Ambareesh Baliga, market expert, breaks down how institutional flows are steadying markets and when valuations look tempting. They probe geopolitical risks around the Strait of Hormuz, supply rerouting, FX moves and what keeps India’s energy and capital markets resilient.