The Core Report

On Episode 654 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director - S&P Global Mobility, India & ASEAN. We also feature an excerpt from Puja Mehra’s recent interview with Neelkanth Mishra from our show How India’s Economy Works. SHOW NOTES (00:00) Stories of the Day (01:01) Will India join the global stock rally party? (05:45) Why you should not worr...

On Episode 653 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP at Geojit Financial Services. We also feature an excerpt from our Interview with Abhijit Pegu, co-founder of LW3. SHOW NOTES (00:00) Stories of the Day (00:50) Markets struggle to make up their mind (10:24) Inflation is now 1.55% and food inflation is now deflation (13:19) Decoding 25% tariff...

On Episode 652 of The Core Report, financial journalist Govindraj Ethiraj talks to Viral Desai, Senior Executive Director at Knight Frank as well as Sugandha Sachdeva, Founder at SS WealthStreet. SHOW NOTES (00:00) Stories of the Day (00:50) Markets appear to price in the worst of Trump tariffs as domestic flows stay strong. (07:02) Where could gold prices go? (13:58) A new IT Bill has been passed...

On Episode 651 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas. We also feature an excerpt from an upcoming episode of How India’s Economy Works, where economic journalist Puja Mehra speaks to economist Rajiv Kumar about his latest book. SHOW NOTES (00:00) The Take (05:48) Labour-intensive industries are now panicking though the market...

In this episode of The Core Report Weekend Edition, we ask the big question — what will it take for India to repair US trade relations? In this high-stakes conversation, leading voices in diplomacy, economics, and foreign affairs unpack the standoff between India and the United States. Is this really about tariffs and trade policy, or is it driven by deeper geopolitical tensions involving Russia,...

On Episode 649 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as C S Vigneshwar, President at FADA. SHOW NOTES (00:00) Stories of the Day (00:50) Indian markets bet on a solution to India-US tariff war (04:36) Which sectors are really affected at peak tariff and why? (14:51) Are Indian...

On Episode 648 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda as well as Ayaz Memon, veteran sports journalist and commentator. SHOW NOTES (00:00) Stories of the Day (01:00) Can the stock markets now shrug off the 25% plus 25% tariffs that we are now facing for Indian exports into the US?  (07:01) No rate cuts right now says th...

On Episode 647 of The Core Report, financial journalist Govindraj Ethiraj talks to Moses Harding John, President & CEO at IndusInd International Holdings Limited, Mauritius as well as Chirag Doshi, Executive Director, LGT Wealth India. SHOW NOTES (00:00) Stories of the Day (01:00) Indian markets have an earnings challenge (03:49) How Wall Street’s big brokerages are projecting a 15% fall in S&...

On Episode 646 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President at Seafood Exporters Association of India as well as Vaibhav Sanghavi, CEO of ASK Hedge Solutions. SHOW NOTES (00:00) Stories of the Day (00:50) Could the Sensex hit 100,000 by next year? (02:40) The rupee falls despite the dollar index also going down (03:08) Could lower US interest rates sen...

On Episode 645 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, Chief Executive Officer, Ananta Centre as well as Shankkar Aiyar, veteran economic journalist, columnist and author. SHOW NOTES (00:00) Stories of the Day (00:50) Markets continue to reel from FII selling and weak cues. (05:49) Rising gold demand suggests prices will be stable to high in coming month...

On Episode 644 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Strategist at Q India UK as well as Ajay Srivastava, Founder at Global Trade Research Initiative. SHOW NOTES (00:00) Stories of the Day (03:24) US latest tariff threats point to failure in negotiations (07:15) Who will get most hurt by the higher tariffs (27:25) India may be suspending...

On Episode 643 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder at Equinomics Research as well as Vivek Kumar, Economist at QuantEco Research. SHOW NOTES (00:00) Stories of the Day (01:00) India should brace for 25% tariffs on exports to the US (05:15) Indian markets are up but they have not changed much in the last year (15:37) How India’s IT engineers a...

On Episode 642 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Jain, Director at Dolat Capital. SHOW NOTES (00:00) Stories of the Day (01:09) A Short Take (04:20) The markets reverse three day losing streak (06:02) Indian IT companies are downsizing, does that make them more attractive as investments? (16:19) India is set to overtake the US in clean energy generation (17:...

On Episode 641 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert. SHOW NOTES (00:00) Stories of the Day (02:41) Oil analysts are predicting more supply in the market which should keep prices stable to low. (03:49) Indian markets are falling even as Wall Street hits records, decoding the latest. (19:52) US and EU announce a deal which are sketchy on detai...

On Episode 640 of The Core Report, financial journalist Govindraj Ethiraj talks to Pallavi Bakhru, Partner and India-UK Corridor Leader at Grant Thornton Bharat. SHOW NOTES (00:00) The Take (05:00) Uncertain markets brace for fresh IPO supply (06:49) TCS is downsizing, to reduce 2% of its workforce. (08:35) India and the UK have a trade deal. What does it mean beyond cheaper scotch (18:12) The US...

On Episode 639 of The Core Report, financial journalist Govindraj Ethiraj talks you through the top news stories in business. We also feature excerpts from our recent interviews with CS Randhawa, President at the Federation of Indian Pilots (FIP), Captain Sam Thomas, President at the Air Line Pilots’ Association and Adosh Sharma, Country Commercial Manager at IKEA India. SHOW NOTES (00:00) Stories...

In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with veteran pilots Captain CS Randhawa and Captain Sam Thomas to uncover the deeper truth behind the Air India Boeing 787 crash that killed 260 people. As global media fuels speculation, this conversation goes beyond headlines. Why was only 2 seconds of the cockpit voice recording released? Could an...

In this episode of The Core Report Weekend Edition , financial journalist Govindraj Ethiraj speaks with Adosh Sharma, Country Commercial Manager at IKEA India, about how deep, on-the-ground insights from Indian families are transforming IKEA’s approach to design, retail, and sustainability. Learn how Indian living habits, cultural rhythms, and urban realities are reshaping one of the world’s most...

On Episode 636 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashvin is the Chief Strategy Officer for Consulting in Deloitte Asia Pacific as well as Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP. SHOW NOTES (00:00) Stories of the Day (05:12) Why IT stocks are pulling the indices down (15:33) A top Sebi official says staggering derivative losses could have gon...

On Episode 635 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajashree Sarna, Partner, Grant Thornton Bharat as well as Ashish Nanda, President and Digital Business Head at Kotak Securities. SHOW NOTES (00:00) Stories of the Day (00:50) Indian markets in consolidation mode (03:32) First signs of tariff impact on the US economy (08:21) Decoding India’s high tax refunds and col...

On Episode 634 of The Core Report, financial journalist Govindraj Ethiraj talks to Naushad Forbes, Chancellor of Nayanta University and Co-Chairperson of Forbes Marshall. We also feature an excerpt from our extended discussion with Algorand’s Technical Lead for India, Nikhil Varma and Anil Kakani, VP and India Head at the Algorand Foundation in our ongoing “Build On Blockchain” Series. SHOW NOTES...

On Episode 633 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist, Emkay Global Financial Services. SHOW NOTES (00:00) Stories of the Day (00:41) Indian markets want high frequency algo traders back (03:52) Silver is now the preferred metal, even over gold (04:45) Inflation hits six year low (13:05) DGCA asks airlines to inspect fuel control switches...

On Episode 632 of The Core Report, financial journalist Govindraj Ethiraj talks to Chirag Doshi, Executive Director, LGT Wealth India. We also feature an excerpt from our recent Weekend Edition interview with Sanjeev Prasad, Managing Director & Co- Head at Kotak Institutional Equities. SHOW NOTES (00:00) The Take (03:43) Have markets completely discounted Trump tariffs? (07:13) India’s direct...

What really caused the Air India Boeing 787 crash in Ahmedabad? In this Core Report Special Edition, Govindraj Ethiraj is joined by experienced airline pilot Captain Sam Thomas, President, ALPA India to break down the preliminary crash report and the unanswered questions behind it. Was it pilot error or a technical system failure? Why did both engines shut down moments after takeoff? And why was t...

Welcome to The Core Report Weekend Edition with Govindraj Ethiraj. In this episode, veteran market expert Sanjeev Prasad offers an eye-opening take on the growing disconnect between consumer brand valuations and real business fundamentals. We explore: Why popular Indian consumer brands like HUL and Nestlé may be severely overvalued How new-age competitors, private labels, and e-commerce are disrup...