The Core Report

On Episode 703 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda as well as Vikas Jain, Founder and Chief Investment Officer at Multipl. SHOW NOTES (00:00) Stories of the Day (00:50) LG has blockbuster debut on Indian bourses (03:41) IMF raises growth targets for India (07:41) Decoding the Nobel Economics Prize through an India le...

On Episode 702 of The Core Report, financial journalist Govindraj Ethiraj talks to Nachiket Mor, Former banker and Visiting Scientist at Banyan Academy of Leadership in Mental Health. SHOW NOTES (00:00) Stories of the Day (01:00) Are IPO listings becoming more muted? (03:39) Silver sees historic short squeeze in London as gold prices continue to rise (05:23) Inflation down to 8 year low of 1.54% (...

On Episode 701 of The Core Report, financial journalist Govindraj Ethiraj talks to Satish Dondapati, Fund Manager - ETF at Kotak Asset Management Company Ltd as well as Nikhil Varma, Technical Lead, India at Algorand. SHOW NOTES (00:00) Stories of the Day (01:00) Trump reminds everyone he is still a market mover (08:08) Fresh signs of overheating in IPO market as franchise owner of bankrupt compan...

In this Episode Of The Core Report Weekend Edition, Govindraj Ethiraj In Conversation With John Pearson, Global CEO, DHL Express. India’s big manufacturing moment feels real. Global supply chains are shifting. DHL is watching demand move from China to Vietnam, from Asia to the Middle East, and into ASEAN. Hear how exporters can protect margins, win new customers, and ride the next wave in electron...

On Episode 699 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President at Pharmarack as well as Deepak Maheshwari, Senior Policy Advisor at the Centre for Social and Economic Progress (CSEP). SHOW NOTES (00:00) Stories of the Day (01:00) Global markets continue to stay strong (02:41) Falling food prices are putting downward pressure on inflation (05:12) H...

On Episode 698 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head, Research, Currency and Commodity, Kotak Securities as well as Sidharath Kapur, Founder and Board Member at Refex Airports and Transportation. SHOW NOTES (00:00) Stories of the Day (00:41) Why investors are worrying over rising gold prices (04:33) Markets stand by for earnings signals (13:00)...

On Episode 697 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, Founder & Chief Executive Officer at Vanda Insights as well as Sachin Shah, Executive Director & Fund Manager at Emkay Investment Managers Ltd. SHOW NOTES (00:00) The Take (05:38) Why are the markets rising right now? (06:13) Gold hits fresh records even as futures are pointing higher (07:47) D...

On Episode 696 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajat Maheshwari, chairman of the Singapore Chapter of the Global Anti-Scam Alliance (GASA) and Senior Vice President, Strategic Growth, Asia Pacific at Mastercard. SHOW NOTES (00:00) Stories of the Day (01:09) You can bet on hundreds of stocks or just on gold (02:31) The financial system is reporting higher lending...

On Episode 695 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Dayal, founder at Quantum Advisors as well as Vinit Bolinjkar, Head of Research at Ventura Securities Ltd. SHOW NOTES (00:00) The Take (06:26) Markets brace for a $5 billion IPO rush even as regulators smoothen the path (09:40) Domestic institutional buying is moderating (16:44) Gold prices hit fresh highs (17:...

In this episode, Govindraj explores how digital commerce is transforming consumption, jobs, investment, and exports in India. With over 250 million online shoppers today — and a projected 425 million by 2027 — ecommerce isn’t just a side story; it’s a growth engine ready to be unlocked. Our guest, R. Chandrasekhar , Chairperson of the Centre for the Digital Future and former IT & Telecom Secre...

On Episode 693 of The Core Report, financial journalist Govindraj Ethiraj talks to Chakri Lokapriya, Chief Investment Officer at LGT Wealth Management as well as Dr. Nikhil Varma, Technical Lead, India at Algorand.. SHOW NOTES (00:00) Stories of the Day (00:50) Markets stage a rebound (15:48) The Reserve Bank brings the banking system closer to the capital markets (16:57) The role of decentralised...

On Episode 692 of The Core Report, financial journalist Govindraj Ethiraj talks to Nandivardhan Jain, CEO at Noesis Capital Advisors. SHOW NOTES (00:00) Stories of the Day (01:29) Foreign investors are dumping stocks like no tomorrow (06:23) Why gold and silver imports are rising despite high prices (09:14) India signs a trade agreement with four European nations including Switzerland and Norway....

On Episode 691 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Jain, Partner at Economic Laws Practice. We also feature an excerpt from our recent weekend edition featuring energy expert Dr Anas Al Hajji. SHOW NOTES (00:00) Stories of the Day (00:50) Why Indian markets are still under pressure (02:23) Why global investors are returning to China  (04:50) Gold, silver hit f...

On Episode 690 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Ranade, former Group Exec President & Chief Economist at Aditya Birla Group and now Senior Fellow, Pune International Centre. SHOW NOTES (00:00) The Take (06:17) Markets see steepest fall in six months (08:27) BRICS backed bank may issue rupee denominated bonds in the domestic market by next year (10:23) Ho...

India’s oil future is being shaped by global power moves and hidden agendas. What does this mean for the Indian economy and global energy security. In this episode of The Core Report Weekend Edition , Govindraj Ethiraj will be in conversation with energy expert Dr Anas Al Hajji to uncover the real story behind India’s dependence on Russian oil, US tariffs on imports, and the role of OPEC, China, a...

On Episode 688 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddharth Vora, Head of Quant and Fund Manager at PL Asset Management. We also feature an excerpt from our series Manthan by Sahamati . SHOW NOTES (00:00) Stories of the Day (01:00) Why the H1B visa issue has hit the markets more than the 50% tariffs (02:53) Even as the world waits for singularity, Wall Street is co...

On Episode 687 of The Core Report, financial journalist Govindraj Ethiraj talks to Poorva Chothani, Founder and Managing Partner - U.S. and Indian Immigration Law at LawQuest as well as Deepak Ballani, Director General at Indian Sugar Bio-energy Manufacturers Association (ISMA). SHOW NOTES (00:00) The Take (06:07) Why is HSBC overweight on India? (09:33) Indian refiners are boosting oil and gas ex...

On Episode 686 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as Ajay Kedia, Director at Kedia Advisory. SHOW NOTES (00:00) Stories of the Day (00:50) Why markets are directionless again (08:20) Silver has already risen 50% this year and why it could go further? (14:12) Automakers are r...

On Episode 685 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Expert, Dhairyashil Patil as well as President at the All India Consumer Products Distributors Federation (AICPDF). We all feature an excerpt from our series ‘Eye on Retail’. SHOW NOTES (00:00) Stories of the Day (01:00) Markets mostly fend off H-1B shock, IT stocks have mixed response (02...

India is now the world’s number two online shopping nation with over 270 million digital shoppers and a $60 billion e-commerce market that is only getting started. But what makes India’s digital retail story unique, and how will it reshape global business? We’re kicking off a brand-new series, Eye on Retail, supported by Flipkart, with a power-packed conversation featuring Manan Bhasin (Bain &...

On Episode 684 of The Core Report, financial journalist Govindraj Ethiraj talks to S. Ramesh, former chairman of the Central Board of Indirect Taxes and Customs, Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP as well as Nikhil Varma, Technical Lead, India at Algorand. SHOW NOTES (00:00) The Take (04:12) Markets will brace for IT stock hit (07:56) The prime minister welcomes a new G...

#watchnow | Is the AI stock rally unstoppable or already running on borrowed time? Since the launch of ChatGPT, markets have added trillions in value, fueled by tech giants like NVIDIA, Amazon, Tesla, Meta, and Oracle. But can this AI boom really last, or is it the next bubble investors should beware of? In this episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Aoifinn Devi...

#watchnow | India wants reliable power without price shocks. In this conversation on The Core Report Weekend Edition, Govindraj Ethiraj talks with Atanu Mukherjee of Dastur Energy about a practical four step path to real energy security. Clear choices. Real trade offs. Actionable ideas for policy makers, industry leaders, and investors. What you will learn• How ethanol blending helps and where it...

On Episode 681 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Prothi, Director General at Coalition for Disaster Resilient Infrastructure as well as Ambareesh Baliga, Veteran Market Expert. SHOW NOTES (00:00) Stories of the Day (00:50) The markets rise on tariff developments and rate cuts (04:26) How far can domestic flows support markets? (12:36) How Mumbai is India’s mi...

On Episode 680 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, Executive Vice President (Media, Retail, Consumer Discretionary & Internet) at Elara Capital. SHOW NOTES (00:00) Stories of the Day (01:00) Markets rise again on tariff talks (02:22) How it’s been a year and the markets have not gone anywhere (05:02) Where are GST savings in households really like...