The Core Report
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology.
Episodes
#1003 Large Caps Continue To Take A Beating
On Episode 1003 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist at ICRA Ratings as well as Anindya Banerjee, Head of Research at Kotak Neo.SHOW NOTES(00:00) The Take(00:50) Large Caps Continue To Take A Beating, Reliance Hits 18-Month Low(03:04) Mutual Fund Inflows Hit Fresh Records(03:58) Why China’s Gold Strategy Is Important To Note(04:59) Why In
#1002 Markets Could Come Under Pressure
On Episode 1002 of The Core Report, financial journalist Govindraj Ethiraj talks to Srikanth Velamakanni, Chairperson of industry body Nasscom and Co-Founder and Group CEO at Fractal Analytics.SHOW NOTES(00:00) The Take(06:17) Markets Could Come Under Pressure From Fresh West Asia Tensions(09:24) Why Heavy FPI Selling, Including $4.5 Billion This Month, Will Challenge RBI’s Moves To Lift The Rupee
#1001 Why IKEA Had to Rethink Its India Playbook
Why did IKEA pause its expansion in India, and what has changed now? Is IKEA an affordable furniture brand or an He also addresses whether IKEA charges more in India, explains the company's €400 million sourcing operations in the country, and reveals why he sees similarities between IKEA's position in India today and its growth journey in Russia 15 years ago.As India's retail market ev
#1000 Why The Sensex Has Hit A Near Three Year Low
On Episode 1000 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, CEO at Tax Compaas and Prashant Agarwal, Indirect Tax Partner at PWC. We also feature an excerpt from our recent Special Edition featuring Swati Khemani, Founder and CEO at Carnelian Capital.SHOW NOTES(00:00) Stories of the Day(01:09) Why The Sensex Has Hit A Near Three Year Low(04:07) A Merchant Charge
#999 Markets Turn Around As Oil Prices Rise
On Episode 999 of The Core Report, financial journalist Govindraj Ethiraj talks to Radhika Rao, Senior Economist and Executive Director at DBS Bank as well as Dharmakirti Joshi, Chief Economist at CRISIL.SHOW NOTES(00:00) Stories of the Day(00:50) Markets Turn Around As Oil Prices Rise(03:40) What Does The RBI Rate Hike Really Mean?(15:52) The Silent Shift In India’s Exports And Guess Which Countr
#998 Crude Oil Is Flowing Out Of West Asia But Not Refined Products Like Diesel
On Episode 998 of The Core Report, financial journalist Govindraj Ethiraj talks to Saharsh Damani, CEO at FADA as well as Abhishek Gupta, Founder, Managing Partner, Pierag Consulting.SHOW NOTES(00:00) Stories of the Day(00:50) Crude Oil Is Flowing Out Of West Asia But Not Refined Products Like Diesel(02:53) Markets Continue Recovery As Oil Prices Fall(05:17) Power Demand Is Rocketing As Country’s
#997 A Trade Deal With The US Appears Distant And Near Impossible Now
On Episode 997 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda Research as well as Amit Pabari, Managing Director at CR Forex.SHOW NOTES(00:00) Stories of the Day(00:50) A Trade Deal With The US Appears Distant And Near Impossible Now(04:47) Could RBI Hold Rates In Its Credit Policy This Week And Why?(14:13) Airlines Are Raising
#996 Oil Prices And Bond Yields Will Determine If Markets Can Recover
On Episode 996 of The Core Report, financial journalist Govindraj Ethiraj talks to Umesh Revankar, Executive Vice Chairman at Shriram Finance Limited (in an excerpt from our Special Edition) as well as Shankkar Aiyar, economic journalist, columnist and author.SHOW NOTES(00:00) The Take(04:34) Oil Prices And Bond Yields Will Determine If Weak Markets Can Recover(06:13) India’s Foreign Exchange Rese
#995 India’s Growth Story and the Cost of Regulatory Cholesterol
India has built one of the world’s largest pharmaceutical industries. But scale alone is no longer enough.In this episode of The Core Report: Weekend Edition, Govindraj Ethiraj speaks with Manish Sabharwal, Chairman and Co-founder of TeamLease Services, about what India’s pharma success can teach the rest of the economy and why the country still struggles to turn entrepreneurial ambition into glob
#994 Oil Flows Through The Strait Of Hormuz Are Only 11% Shy Of The Pre-War Peak
On Episode 994 of The Core Report, financial journalist Govindraj Ethiraj talks to K. Ravichandran is the Executive Vice President and Chief Rating Officer at ICRA Limited as well as Vaiibhavv Chugh, CEO at Abakkus Mutual Fund.SHOW NOTES(00:00) Stories of the Day(01:22) Oil Flows Through The Strait Of Hormuz Are Only 11% Shy Of The Pre-War Peak(05:12) The Sensex Has Fallen 20% This Year In Dollar
#993 Why Indian Markets Have Gone Back 25 Years
On Episode 993 of The Core Report, financial journalist Govindraj Ethiraj talks to Peter McGuire, CEO of Trading.com Australia and Chief Market Strategist for the Asia-Pacific region at XM as well as Shriram Subramanian, founder and managing director at InGovern Research Services.SHOW NOTES(00:00) Stories of the Day(01:15) Why Indian Markets Have Gone Back 25 Years(03:26) What The Combination Of H
#992 Why Oil Price Uncertainty Will Continue To Batter Markets
On Episode 992 of The Core Report, financial journalist Govindraj Ethiraj talks to Jaya Dhindaw, Executive Program Director, Sustainable Cities and Director at WRI India Ross Center as well as Kanan Bahl, Founder at Fingrowth Media.SHOW NOTES(00:00) Stories of the Day(01:16) Why Oil Price Uncertainty Will Continue To Batter Markets(03:20) The List Of Prominent Companies’ Stock Price Hitting 52-Wee
#991 Oil Prices And Stalemate In West Asia Will Determine Market Direction This Week
On Episode 991 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre.SHOW NOTES(00:00) The Take(04:44) Oil Prices And Stalemate In West Asia Will Determine Market Direction This Week(07:26) Get Set For Price Rises Across The Economy(09:26) Government Asks Businesses With Captive Power Plants To Work At Full Capacity And Sell Surplus Power(10
#990 Why India Needs “Safety of Business,” Not Just Ease of Business
The global economy is shifting from low-cost manufacturing towards secure and resilient supply chains, changing how capital flows across emerging markets.In this episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Jahangir Aziz, Co-Head of Macroeconomic Research, J.P. Morgan, about India's foreign investment challenges and its opportunity to position itself as a secure manufa
#989 Liquidity Stretched Markets Take A Dive
On Episode 989 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder at Equinomics Research as well as Vivek Merchant, Director at Swan Defence and Heavy Industries Limited (SDHI) from our extended Special Edition interview.SHOW NOTES(00:00) Stories of the Day(01:13) Liquidity Stretched Markets Take A Dive On Bank Bad News(01:40) US President Donald Trump Does
#988 Oil Prices Steady As Markets Watch US-Iran Talks In New York
On Episode 988 of The Core Report, financial journalist Govindraj Ethiraj talks to HP Ranina, Supreme Court advocate, chartered accountant, and expert on Indian tax and corporate laws.SHOW NOTES(00:00) Stories of the Day(01:13) Oil Prices Steady As Markets Watch US-Iran Talks In New York(02:04) Why A Diesel Shortage In The West Could Become A Global Challenge (05:52) A Fresh Bull Case For Gold(08:
#987 Iran Makes Fresh Overture For Peace
On Episode 987 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Batra, Head of Asia & Co-Head of Global Emerging Markets Equity Strategy and Chief India Equity Strategist at J.P. Morgan as well as Nikhil Dubey, Senior Research Analyst, Refining & Modeling at Kpler.SHOW NOTES(00:00) Stories of the Day(01:17) Iran Makes Fresh Overture For Peace Even As UN General Ass
#986 Oil Prices Fall And Indian Markets Rise
On Episode 986 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Lohia, Managing Director of Jupiter Wagons. We also feature an excerpt from our recent Special Edition featuring Dr. Rajiv Kumar, former Vice Chairman of NITI Aayog and Chairman of Pahle India Foundation.SHOW NOTES(00:00) Stories of the Day(00:50) UN General Assemby Meets In New York, Will It Provide The Path
#985 Markets Brace For A Tough Week
On Episode 985 of The Core Report, financial journalist Govindraj Ethiraj talks to Hetal Dalal, President and COO at IiAS as well as Abizer Diwanji, Founder at NeoStrat Advisors.SHOW NOTES(00:00) The Take(04:41) Markets Brace For A Tough Week With War Intensifying In Multiple Theatres(08:25) Direct Tax Collections Continue To Rise(09:41) Did The Tata Sons Board Overstep Its Authority In Reappointi
#984 What Retail Investors Can Learn From Institutional Investors | Govindraj Ethiraj | The Core Report
Retail investors often discover how much risk they have taken only after a trade goes wrong. What can they learn from institutional investors about managing money before that happens? In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with Sandeep Nayak, Managing Director and CEO of Centrum Finverse, about why retail investors lose money, how emotions
#983 Why These Indian Business Leaders Are Investing In Nature | Govindraj Ethiraj | The Core Report
Why are Indian business leaders investing in nature? Harish Yarlagadda, Shloka Nath and Dr Ravi Mariwala explore how climate philanthropy, biodiversity conservation and water security connect to India’s economic future.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Harish Yarlagadda, founder and chief mentor of Malakshmi Group and co-founder of Dharmavana Nature
#982 Markets Flat As They Digest Falling Oil Prices
On Episode 982 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Kapoor, Managing Director and CEO, Private Wealth at JM Financial in an excerpt from our Special Edition as well as Ratan Kumar Kesh, Executive Director & COO at Bandhan Bank.SHOW NOTES(00:00) Stories of the Day(00:50) India Puts Its Foot Down On Potential US Tariff Threat On Russian Oil Purchases(04:00) Ma
#981 Oil Prices Ease, The Markets Rise
On Episode 981 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Mayur Shah, Head of the Rare Diseases Business at Sanofi India as well as Namit Chugh, Director at HealthQuad.SHOW NOTES(00:00) Stories of the Day(00:50) EU Invites Canada To Become Its First Associate Member(03:44)US War With Iran Has Cost $38 Billion Till August And Still Rising(04:26) Oil Prices Ease, The Mar
#980 Why Indian Markets Are Getting Battered Right Now
On Episode 980 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Tax Expert and CEO of tax advisory firm Tax Compaas as well as Rajeswari Sengupta, Associate Professor of Economics at the Indira Gandhi Institute of Development Research (IGIDR).SHOW NOTES(00:00) Stories of the Day(01:00) Why Indian Markets Are Getting Battered Right Now(03:46) India’s Exports Are Up 26
#979 AI Stocks Take A Dive
On Episode 979 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at Prime Database as well as Atanu Mukherjee, CEO at Dastur Energy.SHOW NOTES(00:00) Stories of the Day(00:50) AI Stocks Take A Dive Following Slow-Down Appeal From Anthropic CEO(06:04) Tata Sons and the RBI(07:51) Big IPO Week Ahead, What Is Standing Out In The Rs 100,000 Crore Rush
#978 Key Developments At The BRICS Summit In New Delhi
On Episode 978 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre as well as Dipti Deshpande, Principal Economist at CRISIL Limited.SHOW NOTES(00:00) The Take(03:33) Key Developments At The BRICS Summit In New Delhi(12:54) Monsoon Worries(19:08) Anthropic CEO AI warns of Rapid AI developmentFor more of our coverage check out
#977 Why Your Mutual Fund Earns More Than You Do | Axis MF CIO | Govindraj Ethiraj | The Core Report
Why does your mutual fund earn more than you do? In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with R Sivakumar, Chief Investment Officer at Axis Mutual Fund, about why investor returns can lag mutual fund returns, how chasing past performance contributes to the gap and why SIPs have not eliminated it.R Sivakumar explains how investors can miss a
#976 Is ₹10 Lakh Health Insurance Enough for Your Family? | Govindraj Ethiraj | The Core Report
Is ₹10 lakh health insurance enough for your family? In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Mayank Bathwal, CEO, Aditya Birla Health Insurance Co. Ltd., about rising healthcare costs, medical inflation and whether family health insurance is keeping pace with the treatment people expect.Mayank Bathwal says medical inflation has consist
#975 Crude Has Now Crossed $105
On Episode 975 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhay Laijawala, Chief Investment Officer, India at Lighthouse Canton (and veteran metals analyst) as well as Kunal Pande, National Leader - Cyber, Risk and Compliance Services at KPMG in India.SHOW NOTES(00:00) Stories of the Day(01:00) Crude Has Now Crossed $105 As The West Asia War Escalates To New Levels(03:03)
#974 The Big Liquidity Drain In Indian Markets
On Episode 974 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Currency & Commodity Research at Kotak Securities as well as Sachin Seth, Regional Managing Director at CRIF, India & South Asia on the sidelines of the Global Fintech Fest 2026.SHOW NOTES(00:00) Stories of the Day(00:50) The Big Liquidity Drain In Indian Markets(03:29) Inflation Ma
#973 Why Is Crude Oil Not Over $100?
On Episode 973 of The Core Report, financial journalist Govindraj Ethiraj talks to Nilesh Shah, Managing Director at Kotak Mahindra Asset Management Co. Ltd in an excerpt from our recent Special Edition.SHOW NOTES(00:00) Stories of the Day(00:50) Why Is Crude Oil Not Over $100?(04:04) Indian Banks May Not Have Hedged Future Interest Payments In $127 Billion NRI Deposit Flows(07:24) Why Copper Pric
#972 Oil Prices Are Now Projected To Rise Higher
On Episode 972 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President at Pharmarack as well as Amar Sheth, Vice President of the Federation of Automobile Dealers Associations (FADA).SHOW NOTES(00:00) Stories of the Day(01:32) Oil Prices Are Now Projected To Rise Higher, Leaving Markets In The Lurch(03:20) India’s SmallCap Index Hits A 52 Week High(05:20)
#971 Oil Price Uncertainty Could Keep Markets Down
On Episode 971 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Mitra, co-chair of the National Committee on Dairy of the Trade Promotion Council of India. We also feature an excerpt from our show How India’s Economy Works featuring Ananth Narayan, Economist and Former Whole Time Member, SEBI.SHOW NOTES(00:00) The Take(04:31) A Fresh Battle With The Federal Reserve And Oil
#970 How Protectionism Is Holding Back Indian Manufacturing | Govindraj Ethiraj | The Core Report
India’s manufacturing problem may be more deeply rooted than it appears. In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with economist Dr Surjit Bhalla about how protectionism is holding back Indian manufacturing, why private investment has lost momentum and whether India can realistically become a developed country by 2047.Surjit Bhalla examines
#969 Nilesh Shah Explains: Why Mutual Funds Must Go Beyond Equity | Govindraj Ethiraj | The Core Report
Nilesh Shah explains why Mutual Funds must go beyond Equity as India’s investment landscape evolves toward debt, hybrid, gold, real estate, alternatives and unlisted investments.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Nilesh Shah, MD, Kotak Mahindra Asset Management Co. Ltd, about the future of mutual funds in India, retail investors and the need for great
#968 Indian Markets Reel Under Oil Price Onslaught
On Episode 968 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Strategist at Q India UK (affiliate of Quantum Advisors India) as well as Piyush Pandey, Senior Vice President, Institutional Equity Research (Lead Analyst)-IT, Telecom, Internet and Power at Centrum India.SHOW NOTES(00:00) Stories of the Day(00:50) Indian Markets Reel Under Oil Price
#967 Bond Markets Are Still Dragging Stocks Down
On Episode 967 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Rathi, National Director of Research at Knight Frank India. We also caught up with Dr. Hal Brands, Henry A. Kissinger Distinguished Professor of Global Affairs at Johns Hopkins SAIS on the sidelines of the Elara India Dialogue 2026.SHOW NOTES(00:00) Stories of the Day(01:00) Bond Markets Are Still Dragging Sto
#966 Indian Markets Feel Pressure Of Rising Oil Prices And Global Bond Yields
On Episode 966 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist at Emkay Global as well as Gautam Shahi, Senior Director at Crisil Ratings.SHOW NOTES(00:00) Stories of the Day(01:00) Indian Markets Feel Pressure Of Rising Oil Prices And Global Bond Yields(03:16) India’s Rupee Hits Two Month High As Reserve Bank Brings Back Stability(07:42) India’s
#965 India’s Better Than Expected GDP Growth
On Episode 965 of The Core Report, financial journalist Govindraj Ethiraj talks to Anas Alhajji, energy economist, researcher and writer on the sidelines of the Elara India Dialogue 2026.SHOW NOTES(00:00) Stories of the Day(00:51) Better Than Expected GDP Growth Is Causing Economists To Revise Their Full Year Numbers.(04:15) Oil Prices Begin Their Upward Journey Again.(06:08) Brokerages Weigh On H
#964 FIIs Stay Positive In August
On Episode 964 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajai Chowdhry, Co-Founder of HCLTech and Member to the Advisory Board of India Semiconductor Mission. SHOW NOTES(00:00) The Take(04:02) FIIs Stay Positive In August And Could Continue To In September(06:51) Forex Reserves Hit New Highs As Flows Continue(07:52) Oil Prices Are Slipping As Optimism Over Shipping Moveme
#963 The ₹25 Crore Retirement Reality Every Indian Must Know | Saurabh Mukherjea | The Core Report
India’s retirement planning problem may be bigger than it looks. In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Saurabh Mukherjea, Founder and CIO of Marcellus Investment Managers, about the ₹25 crore retirement reality, why retirement planning in India is getting harder and why even ₹5.5 crore may not be enough.Saurabh Mukherjea argues that
#962 Why ChatGPT Could Make Your Brand Invisible | Kirthiga Reddy | Govindraj Ethiraj | The Core Report
ChatGPT could make brands invisible as consumers move from searching on Google to asking artificial intelligence what to buy, which companies to trust and which products best suit their needs.In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Kirthiga Reddy, co-founder and CEO of OptimizeGEO.ai, about how AI search, Generative Engine Optimization
#961 Benchmarks Slide Again Despite Oil Prices Falling
On Episode 961 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at the Global Trade Research initiative (GTRI) as well as Dr. Michael Chui, senior fellow at QuantumBlack, AI by McKinsey. SHOW NOTES(00:00) Stories of the Day(01:00) Benchmarks Slide Again Despite Oil Prices Falling(02:25) Only 40 Of 53 Companies That Listed Their Shares In 2026 Are Trading
#960 Foreign Investors Are Still Wary Of India
On Episode 960 of The Core Report, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, economic journalist and author; Ajay Kedia, metal and commodities expert; as well as Manish Gupta, Deputy Chief Ratings Officer at Crisil Ratings. SHOW NOTES(00:00) Stories of the Day(01:00) Foreign Investors Are Still Wary Of India(05:44) Will The Government’s Overseas Roadshows For Investments Deli
#959 Operation Economic Outcast Is Not As Bad As Feared
On Episode 959 of The Core Report, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, Veteran Market Expert as well as Prasanna Tantri, Associate Professor of Finance and the Executive Director of the Centre for Analytical Finance at the Indian School of Business (ISB). SHOW NOTES(00:00) Stories of the Day(00:50) Operation Economic Outcast Is Not As Bad As Feared(02:09) The US Sanct
#958 Why Markets Are Bracing For US Sanctions On Iran
On Episode 958 of The Core Report, financial journalist Govindraj Ethiraj talks to Alok Agarwal, Deputy Chief Investment Officer at Alchemy Capital Management. We also feature an excerpt from our episode of How India’s Economy Works featuring Vidya Mahambare, Professor of Economics at the Great Lakes Institute of Management in Chennai. SHOW NOTES(00:00) Stories of the Day(01:00) Why Markets Are Br
#957 FIIs Pick Up Buying
On Episode 957 of The Core Report, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, economic journalist, columnist and author. We also feature an excerpt from our episode of How India’s Economy Works featuring Partha Chatterjee, Dean of Academics and Professor of Economics at Shiv Nadar University.SHOW NOTES(00:00) The Take(03:43) FIIs Pick Up Buying, Will They Balance Out Rising O
#956 India’s Next Investment Boom In AI, Defence And Metals | Govindraj Ethiraj | The Core Report
India’s next investment boom could be emerging across AI infrastructure, defence and metals. In this episode of The Core Report Special Edition, Abhay Laijawala, MD & Chief Investment Officer, India, Lighthouse Canton, joins financial journalist Govindraj Ethiraj to explain the biggest investment opportunities shaping India’s stock market and economy in 2026.From data centres and AI infrastruc
#955 Why India’s Truck Transition Could Be A $1 Trillion Opportunity | The Core Report Weekend Edition
India’s truck transition could become a $1 trillion opportunity as heavy-duty trucking shifts from diesel to LNG and electric trucks.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Anirudh Bhuwalka, Founder and MD of Blue Energy Motors, about what this transition could mean for India’s manufacturing, logistics and commercial vehicle industry.India has around 4 mil
#954 Will Indian Markets Hold Their Gains As US Treasury Yields Rise?
On Episode 954 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, Director at Shree Renuka Sugars as well as Umesh Sharma, Chief Investment Officer - Debt at The Wealth Company Mutual Fund.SHOW NOTES(00:00) Stories of the Day(01:00) Will Indian Markets Hold Their Gains As US Treasury Yields Rise?(04:38) Did The Government Fail To Anticipate A Sugar Shortage, Leadi
#953 Why Indian Markets Are Drifting Down
On Episode 953 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Kishore Jayaraman, OBE, Group CEO at UK India Business Council as well as Abhishek Bisen, Head of Fixed Income at Kotak Mutual Fund.SHOW NOTES(00:00) Stories of the Day(01:14) Why Indian Markets Are Drifting Down(04:46) The Govt Steps Up Incentives For Piped Natural Gas Consumers(07:06) Global Bond Markets Are Ex
#952 Nifty50 Companies Report 10-Quarter Growth High Of 18%
On Episode 952 of The Core Report, financial journalist Govindraj Ethiraj talks to Captain Sam Thomas, President at ALPA India. We also feature an excerpt from our Special Edition featuring Kaushlendra Sinha, CEO at IAGES.SHOW NOTES(00:00) Stories of the Day(01:20) Oil Prices Inch Up Further, Dampen Mood In Indian Markets(02:43) Nifty50 Companies Report 10-Quarter Growth High Of 18%(06:02) NSE IPO
#951 Markets Stay Down As Oil Prices Wait For War Developments
On Episode 951 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director–India & ASEAN Automotive Market at S&P Global Mobility as well as Anindya Banerjee, Head of Research for FX and Interest Rates at Kotak Securities.SHOW NOTES(00:00) Stories of the Day(01:18) Markets Stay Down As Oil Prices Wait For War Developments(04:11) The Rupee Fell To Its Weakest
#950 Foreign Investors Will Have It Easier To Buy Indian Stocks
On Episode 950 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Pathak, Research Director at Counterpoint Research as well as Suvendu Bose, Partner at Grant Thornton Bharat LLP.SHOW NOTES(00:00) The Take(04:12) Foreign Investors Will Have It Easier To Buy Indian Stocks(05:44) Trump Quips Strait Of Hormuz To Be A US Territory(09:43) Why The Rs 10k Smartphone Might Be Histor
#949 India’s Foreign Investment Problem Is Bigger Than You Think | Govindraj Ethiraj | The Core Report
India’s foreign investment problem may be bigger than it looks. In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Ajay Shah, Senior Research Fellow and Co-founder of XKDR Forum, about why foreign investment in India has slowed, why FDI flows have struggled to regain their earlier momentum, and what this could mean for India’s economic growth.Aja
#948 Can Better Buildings Cut India’s Energy Bills By Up To 40%? | Govindraj Ethiraj | The Core Report
Can better buildings cut India’s energy bills by up to 40%? Saint-Gobain Asia Pacific and India Region CEO Sreedhar N joins Govindraj Ethiraj to explain how energy-efficient buildings, insulation and sustainable construction could transform India’s energy use.As India’s construction and infrastructure boom accelerates, Saint-Gobain is betting on better buildings, climate-resilient infrastructure a
#947 Oil Prices Fall On Demand Concerns
On Episode 947 of The Core Report, financial journalist Govindraj Ethiraj talks to K. Ramakrishnan, Managing Director-South Asia at Worldpanel by Numerator (formerly Kantar Worldpanel) as well as Deven Choksey, market expert and Managing Director at DRChoksey FinServ.SHOW NOTES(00:00) Stories of the Day(01:38) Oil Prices Fall On Demand Concerns, After A While, Markets Steady(04:36) South Korean Ma
#946 Tata Sons Chairman N Chandrasekaran Resigns
On Episode 946 of The Core Report, financial journalist Govindraj Ethiraj talks to Hetal Dalal, COO at Institutional Investor Advisory Services (IiAS), as well as Amit Purohit, FMCG Analyst at Elara Securities.SHOW NOTES(00:00) Stories of the Day(01:00) Tata Sons Chairman N Chandrasekaran Resigns, Group Stock Prices Fall(04:21) Higher Food Prices Push Up Inflation To 4.45%(05:31) Russia Is Importi
#945 Markets Wilt As All Signs Point To A Forever War In West Asia
On Episode 945 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President–Commercial at Pharmarack as well as Gautam Shahi, Senior Director at Crisil Ratings.SHOW NOTES(00:00) Stories of the Day(01:00) Markets Wilt As All Signs Point To A Forever War In West Asia(03:28) Fitch Ratings Affirms India's Sovereign Rating at 'BBB-'(04:47) Indian Trade
#944 Indian Markets Put Up A Fight Against Rising Oil Prices
On Episode 944 of The Core Report, financial journalist Govindraj Ethiraj talks to Kanika Mahajan, Associate Professor at Ashoka University. We also feature an excerpt from our upcoming Special Edition with Gopal Jain, Managing Partner at Gaja Capital.SHOW NOTES(00:00) Stories of the Day(00:41) Indian Markets Put Up A Fight Against Rising Oil Prices(04:28) Consolidation In The Solar Space(08:11) W
#943 Foreign Investor Flows Are Picking Up
On Episode 943 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddharth Pai, Founder & Managing Partner at Siana Capital as well as Devang Shah, Head - Fixed Income at Axis Mutual Fund.SHOW NOTES(00:00) The Take: Thank You Mr. Gadkari(04:02) Foreign Investor Flows Are Picking Up And Markets Are Better Poised(06:47) The Costs And Benefits Behind India’s Strategy Of Attracti
#942 Why Gen Z Is Choosing Loans Over Credit Cards? | Govindraj Ethiraj x Bhavesh Jain, MD & CEO, TransUnion CIBIL | The Core Report
Why is Gen Z choosing loans over credit cards in India? Younger Indians are changing how they borrow, spend and enter the formal credit system, with phone loans, consumer finance and personal loans increasingly becoming their first experience with credit.In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Bhavesh Jain, MD & CEO, TransUnion CIB
#941 Markets Steady As Traders Wait For A Potential Deal To End The War
On Episode 941 of The Core Report, financial journalist Govindraj Ethiraj talks to Sai Giridhar, Vice President at FADA as well as Aviation Experts, Sean Mendis and Sanjay Lazar.SHOW NOTES(00:00) Stories of the Day(00:50) Markets Steady As Traders Wait For A Potential Deal To End The War(03:42) Auto Sales Hit Records, Again. What Is Driving Higher Sales?(12:21) Honda Will Outsource Development Of
#940 Indian Markets Stay Hesitant As Global Markets Hit Fresh Highs
On Episode 940 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist at ICRA as well as Devender Singhal, Equity Fund Manager at Kotak Mahindra Mutual Fund.SHOW NOTES(00:00) Stories of the Day(00:50) Indian Markets Stay Hesitant As Global Markets Hit Fresh Highs(04:55) Air India Gets A New CEO(05:34) Why India Is Revising Its GDP Projections Upwards(13:51
#939 Indian Markets Capture Asian Debt Flows Share
On Episode 939 of The Core Report, financial journalist Govindraj Ethiraj talks to Sudhir Kapadia, Senior Board Advisor as well as Vaibhav Sanghavi, CEO at ASK Hedge Solutions.SHOW NOTES(00:00) Stories of the Day(00:50) Indian Markets Capture Asian Debt Flows Share(04:12) The Problem With Exchange Traded Funds And The South Korean Example(10:14) Why Fund Managers Have Changed Some Of Their Investm
#938 Why Indian Markets Are Holding Steady
On Episode 938 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist at Emkay Global Financial Services.SHOW NOTES(00:00) Stories of the Day(00:50) Why Indian Markets Are Holding Steady(04:20) Why The US And Japan Joint Intervention To Prop Up The Yen Is Unusual(08:37) Which Banks Have The Most Clout With NRI Funds And Deposits?(10:07) What Is The RBI’s
#937 Foreign Portfolio Investors Are Inching Back Towards India
On Episode 937 of The Core Report, financial journalist Govindraj Ethiraj talks to Umesh Sharma, CIO–Fixed Income at The Wealth Company Mutual Fund as well as Ashok K Bhattacharya, Editorial Director at the Business Standard.SHOW NOTES(00:00) The Take(05:00) NRIs Bring In Close To $37 Billion, Though The Rupee Is Little Changed(06:35) Foreign Portfolio Investors Are Inching Back Towards India(10:5
#936 Why US Federal Reserve Moves Matter To India
On Episode 936 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, Managing Director at CR Forex as well as Amit Mittal, Director at AeroIntellect Aviation.SHOW NOTES(00:00) Stories of the Day(01:00) Why US Federal Reserve Moves Matter To India(04:08) Mahindra To Double EV Production Capacity(05:07) Why Gold Demand Has Fallen To Lowest In 6 Years(06:11) Despite Some $3
#935 India’s Contrast Between Weak Macros And Strong Micros
On Episode 935 of The Core Report, financial journalist Govindraj Ethiraj talks to Sachin Sawrikar, Managing Partner at Artha Bharat Investment Managers. We also feature an excerpt from our latest episode of How India’s Economy Works, featuring Electrical Engineer Sudhir Gera, Director of Operations at IEC Electric Power Ltd.SHOW NOTES(00:00) Stories of the Day(01:00) India’s Contrast Between Weak
#934 Markets Track Oil Prices, Look For Consumption Signs
On Episode 934 of The Core Report, financial journalist Govindraj Ethiraj talks to Pooja Goyal Sharma, Founding CEO at the Udaiti Foundation as well as Shankkar Aiyar, economic journalist, columnist and author.SHOW NOTES(00:00) Stories of the Day(01:00) Markets Track Oil Prices, Look For Consumption Signs(05:00) Monsoon Revives, Industrial Output Up, The Latest Numbers (07:45) SpaceX Loses $1.2 Tr
#933 Markets May Have To Wait Longer For AI Unwind
On Episode 933 of The Core Report, financial journalist Govindraj Ethiraj talks to Prasanna Tantri, Associate Professor of Finance and Executive Director of the Centre for Analytical Finance (CAF) at ISB.SHOW NOTES(00:00) Stories of the Day(01:00) Markets May Have To Wait Longer For AI Unwind(04:51) Amazon, Meta, Microsoft, And Oracle Are Carrying $1.65 Trillion In Debt That Does Not Appear On The
#932 Markets Could Be More Stable This Week
On Episode 932 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, Aviation Expert.SHOW NOTES(00:00) The Take(05:29) Tariffs Are Firmly On US Agenda, Fuelling Fresh Trade Uncertainty(07:26) Markets Could Be More Stable This Week Following Pause In The War(08:44) Govt Proposes Allowing Foreign-Funded E-Commerce Firms To Own Inventory And Sell Products Directly For Expo
Why India’s E-Commerce Policy Is Holding Back Growth | Eye On Retail | The Core Report
Why is India’s e-commerce policy holding back growth when its online retail market has already crossed $60 billion? Could clearer regulation, greater foreign investment and better support for MSMEs unlock the next phase of India’s digital economy?In this episode of Eye On Retail By The Core Report, an initiative supported by Flipkart, financial journalist Govindraj Ethiraj speaks with Jay Gulish o
#931 Stocks Have Had A Good Week
On Episode 931 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikit Popli, Partner, Indirect Tax and Incentives at KPMG as well as Shub Bhowmick, Co-founder and CEO at Tredence. We also feature an excerpt from Episode 4 of our Series Eye on Retail in partnership with Flipkart.SHOW NOTES(00:00) The Take(05:57) Stocks Have A Good Week But May Not Survive The Resumption Of War.(0
#930 Why Dubai Still Feels Like Home for Indian Wealth | Govindraj Ethiraj | The Core Report
Why does Dubai still feel like home for Indian wealth? In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Jamil Khatri, CEO of Uniqus Consultech, about why Indian business families, family offices and global investors continue to choose Dubai, and how the India UAE investment corridor is evolving amid geopolitical uncertainty.Jamil Khatri explain
#929 Indian Markets Steady Even Global Markets Are Volatile
On Episode 929 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Notani, Partner at Economics Law Practice (ELP).SHOW NOTES(00:00) Stories of the Day(01:00) Indian Markets Steady Even Global Markets Are Volatile(05:25) Voltas Raises Prices, More Brands Could Follow(06:34) A Lot Of Money Is Locked Up In Security Deposits For Taking Homes On Rent, How Much Comes Back?(08:14)
#928 Markets Adjust To Longer War Reality In West Asia
On Episode 928 of The Core Report, financial journalist Govindraj Ethiraj talks to Mukesh Chand, Senior Counsel at ELP (Economic Laws Practice).SHOW NOTES(00:00) Stories of the Day(01:00) Markets Adjust To Longer War Reality In West Asia(04:31) PayPal sees a takeover bid that could value it more than $50 billion(05:45) The Second Phase Of India’s Semiconductor Mission Kicks Off With 127,000 Crore(
#927 West Asia Truce Collapses But Impact On Markets Could Be Lesser
On Episode 927 of The Core Report, financial journalist Govindraj Ethiraj talks to Economist Ajit Ranade.SHOW NOTES(00:00) Stories of the Day(01:09) West Asia Truce Collapses But Impact On Markets Could Be Lesser(02:58) Direct Tax Collections Are Up 16%(07:28) Electronics Trade Deficit At $8.4 Billion Now Forms 28% Of India’s Goods Trade Deficit, With Imports Growing Faster Than Oil(09:22) Wholesa
#926 The Markets Hold Their Ground
On Episode 926 of The Core Report, financial journalist Govindraj Ethiraj talks to Varun Lohchab, Chief Research Officer–Equities at HDFC Securities as well as Aditi Nayar, Chief Economist at ICRA.SHOW NOTES(00:00) Stories of the Day(01:09) The Markets Hold Their Ground Despite Renewed Fighting In West Asia(04:00) Asian Paints Raises Prices By A Surprising 12% In Sign Of Tail Order Impact(05:13) T
#925 Markets Are Savouring The Return Of FIIs
On Episode 925 of The Core Report, financial journalist Govindraj Ethiraj talks to Harsh Gupta Madhusudan, Fund Manager & Chief Equity Strategist at Ionic Wealth, a part of Angel One.SHOW NOTES(00:00) The Take(04:50) Markets Are Savouring The Return Of FIIs And Hope(07:20) India Exports To The UK Are Quite Low And Low Market Share Alone Does Not Signal A Big Opportunity.(10:11) Garments Offer
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