The Core Report

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...

On Episode 898 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhakar Kudva, Co-Founder and Director at Samvitti Capital. We also feature an excerpt from our Special Edition interview with Vishal Mehta , India Leader for Energy Practice at Boston Consulting Group. SHOW NOTES (00:00) Stories of the Day (01:00) Mutual fund Inflows are Slowing but is that a Bad Thing? (03:23) M...

On Episode 897 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President Research & Co- Founder at Counterpoint Research. SHOW NOTES (00:00) Stories of the Day (01:29) Indian stocks no longer feature in the Top 10 of the MSCI EM index (05:17) Bank stocks Take Up Indices on RBI Forex Moves (06:19) TCS says will hire less as AI agents and employees will work j...

On Episode 896 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA. SHOW NOTES (00:00) Stories of the Day (00:50) Asian Markets Dive, Indian Markets On Edge Again (03:08) A Slew of Measures to Attract Foreign Portfolio Investments and NRI Savings is Not Working Yet. (10:46) Why Indian Car Sales Hit a Record High in May (19:27) Airline Profits will...

On Episode 895 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, Economist at QuantEco Research. We also feature an excerpt from our Special Edition featuring Girish Tanti, Vice Chairman at Suzlon . SHOW NOTES (00:00) The Take (04:21) Tech stock slump in the US could help Indian markets. (07:26) FII selling continues, with over $4.5 billion in June first week as Govt...

India Market Risks and New Opportunities Explained on The Core Report Weekend Edition with Govindraj Ethiraj explores how Indian markets, global uncertainty and economic disruption are shaping investors, businesses and professionals. As market volatility rises, India faces faster economic cycles, geopolitical risk, AI disruption, supply chain shifts, defence spending, climate change, global invest...

On Episode 893 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Chimakurthy, CEO at Kotak Alts (Real Estate Fund) as well as Dr Kailash Sharma, Dean Academic projects at Tata Memorial Center, Mumbai. SHOW NOTES (00:00) Stories of the Day (01:00) Markets await Govt moves on foreign investments (04:15) The big shift in oil production and movements (08:01) Is the UK FTA hitti...

On Episode 892 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajani Sinha, Chief Economist at CareEdge Ratings. We also feature an excerpt from our Special Edition interview featuring Aoifinn Devitt , Managing Director - Global Wealth at Moneta. SHOW NOTES (00:00) Stories of the Day (00:50) Markets speculate on incentives for foreign portfolio investors (05:35) What the RBI i...

On Episode 891 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO, India, SEA, MEA at CBRE. SHOW NOTES (00:00) Stories of the Day (00:41) Decoding the AI Investment Frenzy (05:08) Why Nvidia CEO statement sets Indian markets racing (09:55) Assessing Inflation Impact of Rising Fuel Prices (11:00) Why Jewellery Stores are Expanding Across India...

On Episode 890 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior Vice President at Geojit Financial Services as well as Dharmakirti Joshi, Chief Economist at CRISIL. SHOW NOTES (00:00) Stories of the Day (00:50) Why global markets are now disconnected from war, geopolitics and rising prices. (03:54) Will the RBI hike interest rates this week? (12:44) Does it...

On Episode 889 of The Core Report, financial journalist Govindraj Ethiraj talks to Manisha Kapoor, CEO and Secretary-General at ASCI. We also feature an excerpt from our show How India’s Economy Works featuring economist and former NITI Aayog Vice Chairman, Dr. Rajiv Kumar. SHOW NOTES (00:00) The Take (08:34) Index rebalancing is a larger problem for markets to grapple with. (10:22) Markets are st...

Why India’s Electrostate Push Is Bigger Than You Think with Govindraj Ethiraj and Pratik Agarwal explores how India’s electricity revolution could reshape the economy, infrastructure, manufacturing, AI data centres, renewable energy, and the future of power consumption in India. As India’s peak power demand crosses 270 GW earlier than expected, Pratik Agarwal, Chairman of Resonia and Serentica Ren...

On Episode 887 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO at Tax Compaas as well as Moses Kemibaro, Founder & CEO at Dotsavvy. SHOW NOTES (00:00) Stories of the Day (01:24) With no end in sight to the was in West Asia, markets brace once again for a fall (05:50) Air India, Indigo to cut back flights in June and July (07:29) Will the Governme...

India’s ₹1.5 Lakh Crore DARPA Moment For Deep Tech could reshape India’s R&D, startup funding and innovation economy. In this special episode of The Core Report, Govindraj Ethiraj speaks with Dr. Shivkumar Kalyanaraman, CEO of ANRF, on India’s biggest push yet to fund deep tech, research and development, and future technologies. Dr. Kalyanaraman explains how the Anusandhan National Research Fo...

On Episode 885 of The Core Report, financial journalist Govindraj Ethiraj talks to Vishwas Chitale, fellow at the Council on Energy, Environment and Water (CEEW) as well as Amol Bansal, Founder and CEO at BK Saraf Jewellers. SHOW NOTES (00:00) Stories of the Day (01:31) India falls behind Taiwan in market capitalisation (05:22) Coal-fired power plants are running dangerously short on coal (07:06)...

On Episode 884 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikash Halan, Managing Director, Corporate Finance at Moody's Ratings; K. Ravichandran, Executive Vice President & Chief Rating Officer at ICRA ltd; and Poorvi Chothani, Founder and Managing Partner at LawQuest. SHOW NOTES (00:00) Stories of the Day (01:52) Why oil markets are now nearing minimum operating l...

On Episode 883 of The Core Report, financial journalist Govindraj Ethiraj talks to Prasanna Tantri, Associate Professor of Finance and Executive Director - Centre for Analytical Finance (CAF) at ISB as well as Yogesh Rawat, Chief Business Officer - Student Lending International at Avanse financial services. SHOW NOTES (00:00) The Take (05:00) Why your SIPs are bringing the rupee down against the d...

In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Rishi Agrawal of TeamLease Regtech and Dr Rajeswari Sengupta on why the Indian rupee is under pressure, why foreign investors are pulling money out, and why India’s business rules still make growth harder than it should be. Dr. Rajeswari Sengupta, Associate Professor of Economics, Indira Gandhi I...

Is India’s economy facing a temporary shock or a deeper crisis? In this episode of The Core Report Weekend Edition, economist and author, Surjit Bhalla joins Govindraj Ethiraj to go beyond the headlines around the falling rupee, oil prices, West Asia tensions, and global uncertainty. He argues that the real problem with the Indian economy may not be the immediate currency pressure alone, but a lon...

On Episode 880 of The Core Report, financial journalist Govindraj Ethiraj talks to Pratik Gupta, CEO and Co-Head, Institutional Equities at Kotak Securities Ltd. SHOW NOTES (00:00) Stories of the Day (01:00) Why markets are bracing for RBI moves on depreciating rupee (03:01) Why oil markets could enter the red zone very soon (07:18) Fuel price hikes are necessary but not sufficient (24:11) The glo...

On Episode 879 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhishek Bisen, Head- Fixed Income at Kotak Mahindra AMC as well as Yashwant Deshmukh, Founder-Director of C-Voter. SHOW NOTES (00:00) Stories of the Day (00:50) Could there be curbs on dollar outflows? (06:01) The markets look up as the rupee hits fresh low (06:56) US Treasury yields are in the danger zone, what th...

On Episode 878 of The Core Report, financial journalist Govindraj Ethiraj talks to Raian N. Karanjawala, Managing Partner at Karanjawala & Company as well as Sahil Kapoor, Head of Products and Market Strategist at DSP Mutual Fund. SHOW NOTES (00:00) Stories of the Day (00:50) Markets struggle to hold ground against a falling rupee (03:10) Microsoft to roll out largest data center in India (04:...

On Episode 877 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashant Vashisht, Senior Vice President and Co-Group Head at ICRA as well as Shantanu Sahai, Executive Director & Head - Private Credit at ASK Asset & Wealth Management Group. SHOW NOTES (00:00) Stories of the Day (00:50) Markets steady as rupee falls again (05:05) The GCC flow continues as big brands expan...

On Episode 876 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, aviation and regulatory expert as well as Chitra Rentala, Partner at Trilegal. SHOW NOTES (00:00) The Take (04:31) Markets continue to grapple with oil price, rupee pressures (07:54) Indian airlines are cutting back capacity, what does that mean for passengers and airlines (16:26) A bribery charge agai...

As the West Asia crisis pushes up oil prices and adds pressure on the rupee, India faces a crucial question. How should the government, RBI, businesses and investors respond to a fast-changing global economy? In this episode of The Core Report Special Edition, Dr Rakesh Mohan, President Emeritus and Distinguished Fellow, Centre for Social and Economic Progress joins Financial Journalist Govindraj...