The Core Report

On Episode 765 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre. We also feature an excerpt from our recent Energy Special featuring Vartika Shukla, Chairman and Managing Director at Engineers India Limited (EIL). SHOW NOTES (00:00) The Take (05:19) Will third quarter results power markets further? (08:52) Why Venezuela is unlikely to aff...

India’s energy transition is entering a decisive phase. In this India Energy Week 2026 Energy Special episode of The Core Report, we explore how solar cookers and modular nuclear reactors reflect the scale and ambition of the engineers transforming India’s energy future. Financial Journalist Govindraj Ethiraj speaks with Vartika Shukla, Chairman & MD, Engineers India Limited (EIL), on what it...

In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj is in conversation with Gurcharan Das, author and commentator, on whether 2026 could become India’s biggest reform moment since 1991 and if the country can finally cut red tape, boost manufacturing, and create jobs at scale. As US tariffs and global trade shifts reset supply chains, India has responded with...

Will We Say Goodbye to OTPs in 2026? As India enters the next authentication era, this episode of The Core Report explores whether one-time passwords are finally reaching the end of the road and what could replace them in banking, payments, and everyday digital life. In this special edition, Govindraj Ethiraj speaks with Pramod Varma, Co-Founder & Chief Architect, Networks For Humanity (NFH),...

Growth Up Inflation Down. How India Defied Economic Logic? That question shapes this Core Report Special Edition with Govindraj Ethiraj, as India closes out 2025 with stronger GDP growth even as inflation cooled sharply. Govindraj Ethiraj speaks with DK Joshi, Chief Economist at CRISIL Ratings, on the biggest macro surprises of 2025 and what India should watch in 2026. They break down why GDP grow...

How India Is De-Risking Oil Exploration One Well At A Time is the focus of this in-depth conversation on The Core Report with Govindraj Ethiraj. As India looks to secure its energy future, this episode explores how ONGC is changing the way it approaches oil exploration, reducing risk one well at a time while navigating geopolitics, technology shifts, and rising energy demand. In this discussion, F...

  On Episode 759 of The Core Report, financial journalist Govindraj Ethiraj talks to Saurav Ghosh, co-founder of Jiraaf as well as Amit Prothi, Director General at the CDRI. SHOW NOTES (00:00) Stories of the Day (01:48) Markets have thinned out now as traders take a break (05:10) Copper joins the party, hits all time highs along with gold and silver (07:05) How the dollar is heading for its weakes...

On Episode 758 of The Core Report, financial journalist Govindraj Ethiraj talks to Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP as well as Parizad Sirwalla, Partner and National Head – Tax, Global Mobility Services, KPMG in India. SHOW NOTES (00:00) Stories of the Day (01:09) The markets are up as FIIs step in for some late or early buying (11:28) Why an appreciating Thai Baht sh...

On Episode 757 of The Core Report, financial journalist Govindraj Ethiraj talks to Ranjit Rath, Chairman & Managing Director, Oil India Limited (in an excerpt from our recent Energy Special) as well as Shankkar Aiyar, veteran economic journalist, columnist and author. SHOW NOTES (00:00) The Take (05:38) Financial stocks are doing well in a sign that markets will do well (08:13) India joins the...

How an Indian oil giant is leading the critical minerals race is now central to India’s energy security and industrial future. In this Core Report Energy Special 2026, Financial Journalist Govindraj Ethiraj speaks with Ranjit Rath, Chairman & Managing Director, Oil India Limited on why critical minerals like graphite, vanadium, potash, and rare earths are becoming strategic for India and how O...

On Episode 755 of The Core Report, financial journalist Govindraj Ethiraj talks to Manas Majumdar Partner and Leader Oil & Gas, Fuels & Resources, PwC India. SHOW NOTES (01:00) Shares drift down the fourth consecutive session (02:45) Rising apprehension over Oracle’s finances, a key player in the AI infra game (04:27) Sebi would like more women to invest in debt (05:06) 2026 is a busy year...

On Episode 754 of The Core Report, financial journalist Govindraj Ethiraj talks to Biswapriya Bhattacharjee, Director, B2B and Technology- South Asia, Kantar as well as Connor Hill, Head of Circularity at Ingka Group. SHOW NOTES (01:00) Markets need two cues to turn around, they are not in sight (02:06) The rupee turns around after the RBI goes on attack mode (04:12) Let this sink in: Silver is up...

On Episode 753 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Ajit Ranade, Economist and Former Vice Chancellor of Gokhale Institute of Politics and Economics in Pune. SHOW NOTES (01:00) Why the markets are caught in a perfect storm involving the rupee (06:23) Leading global crude indicators are pointing towards a fall in prices now. The IEW Segment (08:06) The paradox of...

On Episode 752 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder of the Global Trade Research Initiative (GTRI) as well as Ajay Kedia, Director, Kedia Advisory. SHOW NOTES (01:57) The markets slip further on weakening cues and outflows. (02:26) The rupee hits fresh lows on absence of trade deal. (05:49) Why is Mexico hitting India with tariffs and a look...

On Episode 751 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at Prime Database and Sanjaya Mariwala, Executive Chairman and Managing Director at OmniActive Health Technologies. SHOW NOTES (00:00) Stories Of The Day (00:20) The Take (05:11) New Industries Opening Up Are A Trigger For Long Term Markets. (10:00) Companies That Have Done Massive O...

In this episode of The Core Report weekend edition, financial journalist Govindraj Ethiraj examines the IndiGo meltdown that disrupted Indian aviation, led to widespread flight cancellations, and exposed deeper fault lines in airline safety, regulation, and passenger protection. The discussion brings together Dr Vandana Singh, Chairperson, Aviation Cargo, Federation of Aviation Industry (India) (F...

On Episode 749 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinish Bawa, Partner and Leader at Telecom PwC India and Karan Taurani, Executive VP at Elara Capital for Media, Retail, Consumer Discretionary and Internet. SHOW NOTES (00:00) Stories Of The Day (02:03) Federal Reserve Rate Cuts Cheer Markets  (04:09) The Rupee Hits A Fresh Low (07:16) Investors Are Looking At Glob...

On Episode 748 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Chief Economist at Elara Securities and Dr. Vandana Singh, Chairperson, at Aviation Cargo Federation of Aviation Industry in India (FAII). SHOW NOTES (00:00) Stories Of The Day (00:18) The Take (03:44) Markets Slide Further As Fresh Set Of Bullish Brokerage Calls Arrive (09:59) India Is Seeing Unprece...

On Episode 747 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bhalotia, General Secretary at All India Rice Exporters Association (AIREA) and Sumit Singhania, Partner at Deloitte India. SHOW NOTES (00:00) Stories Of The Day (01:02) Markets Slip Again As Santa Rally Hopes Fade (05:18) Oil Prices Are On Standby As Ukraine-Russia Talks Falter. (06:53) Indigo Says Operations...

On Episode 746 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautami Gavankar , President Banking Solutions at Kotak Mahindra Bank Limited and Sheetal Sapale, Vice President at Pharmarack. SHOW NOTES (00:00) Stories Of The Day (01:20) Unrelenting FPI Outflows (03:29) China’s Big Export Push Is Visibly Moving From The Us To Other Countries Including India. (08:12) Why Buying J...

On Episode 745 of The Core Report, financial journalist Govindraj Ethiraj talks to Dharmakirti Joshi, Chief Economist at Crisil.  SHOW NOTES (00:10) The Take (06:04) The Markets Recover On A Rate Cut and Why The Markets Divergence Is Growing Wider. (10:22) India Will Slow Down On Coal Power Plants, IEW Segment. (12:06) What The Latest Rate Cut Means For The Economy ? (22:13) Will A Netflix Acquisi...

India is sending more students abroad even as visa rules tighten and costs rise. So why are so many young Indians still choosing foreign universities over campuses at home. And what will it take to build Indian institutions that can truly compete globally and serve our demographic dividend. In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Pramath Raj Sinha, foun...

On Episode 743 of The Core Report, financial journalist Govindraj Ethiraj talks to Capt. Amit Singh a Pilot and an Aviation Safety Strategist. SHOW NOTES (00:00) Stories Of The Day (00:48) Will The Reserve Bank Cut Interest Rates Today And Markets Snap A Four Day Losing Streak. (04:59) What Is The Central Bank’s View On The Rupee ? (12:06) Indigo Says Normalcy Only By February 10, 2026. (26:16) Ap...

On Episode 742 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre and Venkata Satish Guttula who is an Independent Cybersecurity Consultant. SHOW NOTES (00:12)The Take (04:55) Markets Hesitate And Slide (08:41) What Putin’s Visit To India Means For India ? (18:02) Indigo Struggles With Cancellations, Delays. (19:09) The Government Pulls B...

On Episode 741 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head, Research, Currency and Commodity at Kotak Securities and G. Chokkalingam , Founder at Equinomics Research. SHOW NOTES (00:00)Stories Of The Day. (10:50)Market Highs Slip Away. (18:48)Why Is The Rupee Hitting New Lows Now? (19:45)What Happens When Markets Hit Peaks? (22:24)Will Russian Oil Com...