The Core Report

On Episode 522 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, veteran market analyst as well as Captain Sam Thomas, President of the Airline’s Pilots Association of India (ALPA). SHOW NOTES (00:00) Stories of the Day (00:50) Markets on pause as more tariff bombs start flying (14:26) Why does the Government like gold? (16:19) FDI into India has fallen in the last qu...

On Episode 521 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda as well as Ajit Velonie, Senior Director at CRISIL Ratings Ltd. SHOW NOTES (00:00) The Take (05:38) Can Indian markets recover from this drubbing? (09:53) India’s GDP last year was now 9.2%. It has emerged even as GDP for the third quarter rises (11:13) Outlook for t...

In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Harsh Mariwala, Chairman of Marico, to discuss his incredible journey of building one of India’s most successful consumer goods companies. Discover how his passion for innovation and entrepreneurship transformed Marico into a market leader with iconic brands like Parachute and Saffola. SHOW NOTES(00:00) Introducti...

On Episode 519 of The Core Report, financial journalist Govindraj Ethiraj talks to Varun Singh, Managing Director at XIPHIAS - Certified Investment Migration consultant. We also feature an excerpt from a recent panel discussion moderated by the Core’s editor-in-chief (at BioAsia 2025 in Hyderabad) which featured amongst others G.V. Prasad, Co-Chairman & Managing Director Dr. Reddy's Labora...

On Episode 518 of The Core Report, financial journalist Govindraj Ethiraj talks to Bjarne Schieldrop, Chief Commodities Analyst of SEB Research. We also feature an excerpt from our interview with Noshir Kaka, Senior Partner, Mumbai at McKinsey & Company from the recent Nasscom Technology Leadership Forum 2025 in Mumbai. SHOW NOTES (00:00) Stories of the Day (01:29) The markets are still strugg...

On Episode 517 of The Core Report, financial journalist Govindraj Ethiraj talks to Kinjal Shah, Senior Vice President & Co-Group Head, Corporate Ratings, ICRA. We also feature an excerpt from our interview with C Vijayakumar, CEO at HCL Tech from yesterday’s Nasscom Technology Leadership Forum in Mumbai. SHOW NOTES (00:00) Stories of the Day (01:19) Markets hammered once again even as institut...

On Episode 514 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at PRIME Database Group; Kunal Shah, Head of Commodities at Nirmal Bang as well as Amit Pabari, Managing Director at CR Forex Advisors. SHOW NOTES (00:00) The Take: A Minister’s Bad Flight Sparks a Bigger Question (05:38) Small and mid cap indices are fighting back (08:45) Rupee is s...

The COVID-19 pandemic disrupted education for over two years, causing significant learning loss among millions of children across India. In this insightful interview, Govindraj Ethiraj speaks with Anurag Behar, CEO of Azim Premji Foundation, about the innovative and impactful strategies implemented to recover learning loss and rebuild foundational literacy and numeracy among students. (00:00) Intr...

On Episode 514 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at PRIME Database Group; Kunal Shah, Head of Commodities at Nirmal Bang as well as Amit Pabari, Managing Director at CR Forex Advisors. SHOW NOTES (00:00) Stories of the Day (01:00) The large caps are weak but the mid and small cap segments are rising (05:12) The untold story. FPIs s...

On Episode 513 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Head Investment Strategist of Geojit Securities as well as B.V. Krishna Rao, president of the Rice Exporters' Association (REA). SHOW NOTES (00:00) The Take (04:31) Are the markets circling the bottom even as they fight back? (17:07) S&P says limited impact of US tariffs on India as it is a dom...

On Episode 512 of The Core Report, financial journalist Govindraj Ethiraj talks to Probal Sen, Senior Analyst, Indian Oil & Gas Sector at ICICI securities. SHOW NOTES (00:00) Stories of the Day (01:00) The markets are flat again and that’s a good sign (03:27) Fresh upside targets set as Trump uncertainties drive up gold prices again (06:15) Making sense of Trump’s reciprocal tariffs on India,...

On Episode 511 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder, Global Trade Research Initiative as well as Jaspreet Bindra, Co-Founder and CEO of AI&Beyond. SHOW NOTES (00:00) Stories of the Day (01:00) Markets breakthrough on the 8th day to end positive. (02:28) Gold prices continue to rise on Trump induced uncertainty (03:53) India is unveiling m...

On Episode 510 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO of Ananta Aspen Centre as well as Sheetal Sapale, Vice President at Pharmarack. SHOW NOTES (00:00) The Take (05:57) Indian markets fall below $4 trillion (08:06) China gained $1.3 trillion even as India lost $760 billion as funds rotated back into China after DeepSeek (10:17) What was India hopin...

This week financial journalist Govindraj Ethiraj is joined by Dheeraj Sinha Group CEO- India and South Asia, at FCB. They discuss the competitiveness of Indian Brands in the global market, catering to different markets in terms of marketing campaigns, improvements in Indian Product design, adapting to short form video, working with influencers and much more. Tune in for insights on marketing and c...

On Episode 508 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas as well as Avinash Gorakshakar, Head Research at Profitmart Securities Pvt. Ltd. We also feature an excerpt from our interview with Sandeep Kumar Gupta , Chairman and Managing Director, GAIL (India) limited. SHOW NOTES (00:00) Stories of the Day (00:41) The markets slide fo...

On Episode 507 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist at rating agency ICRA. We also feature an excerpt from our interview with Akshay Kumar Singh, Managing Director and Chief Executive Officer of Petronet LNG Ltd (PLL). SHOW NOTES (00:00) Stories of the Day (00:50) The bulls and bears fight it out once again as markets slip for the 6th day...

This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Akshay Kumar Singh, Managing Director and Chief Executive Officer of Petronet LNG Ltd (PLL). They discuss Petronet LNG's current plans for expansion, their foray into petro-chemicals, sectors with the best scope for growth and much more. Tune in for insights in...

This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Kamal Kishore Chatiwal, Managing Director at Indraprastha Gas Limited. They discuss the technical aspects of the Natural Gas supply chain, IGL's processing capacity, their research into LNG, Production + Benefits of Biogas and much more. Tune in for insight...

On Episode 506 of The Core Report, financial journalist Govindraj Ethiraj talks to Dhirendra Kumar, Founder and CEO of Value Research as well as Dr Viranchi Shah, spokesperson and until recently president of the Indian Drug Manufacturers Association (IDMA). SHOW NOTES (00:00) The Take (05:57) Markets in free fall (07:20) The rupee has a solid rebound thanks to RBI intervention (09:51) How do you r...

On Episode 505 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder of Equinomics Research as well as Jigar Pandit, Senior Vice President - Business Head Commodity & Currency at Mirae Asset Sharekhan. SHOW NOTES (00:00) The Take (05:57) Markets fall as Trump tariffs once again take hold (06:46) Should investors stay away from small and mid cap stocks (17:...

On Episode 504 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. K Joseph Thomas, Head of Research for Emkay Wealth Management. We also feature an excerpt from our interview with Kamal Kishore Chatiwal, Chairman of Indraprashta Gas Limited (IGL) as part of our Energy Special series with IEW. SHOW NOTES (00:00) Stories of the Day (00:50) Markets are now wary of Trump announcem...

This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Sandeep Kumar Gupta , Chairman and Managing Director, GAIL (India) limited. They discuss GAIL's extensive pipeline network, the technicalities of gas transport and supply, how gas can help offset the climate crisis, contraints on the use of Gas in india, an...

This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Arvinder Singh Sahney, Chairman of Indian Oil Corporation Ltd. (IndianOil). They discuss IndianOil's processing capacity, product strategy, clean energy and the future of India's energy requirements. Tune in for insights into the scale of an energy gian...

On Episode 501 of The Core Report, financial journalist Govindraj Ethiraj talks to DK Joshi, Chief Economist at CRISIL. We also feature an excerpt from our interview with Arvinder Singh Sahney, Chairman of Indian Oil Corporation Ltd. (IndianOil) as part of our Energy Special series with IEW. SHOW NOTES (00:00) Stories of the Day (01:09) Why the markets are wary of a RBI rate cut (03:19) What is th...

On Episode 500 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajesh Nambiar, president of Nasscom (National Association of Software and Service Companies) as well as Rahul Mehta, Chief Mentor of the CMAI (Clothing Manufacturers Association of India). SHOW NOTES (00:00) Stories of the Day (01:29) Markets edge down with selling in consumer stocks (02:07) Gold prices hit record...