The Core Report

On Episode 740 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Advisory, Akhilesh Tuteja, Partner & National Leader, Clients and Markets, KPMG in India and Venkat Mangudi, Founder and CEO at Elytra Security SHOW NOTES (00:00) Stories Of The Day (00:46) Markets Predictably Struggle To Hold Highs. (05:03) What Is Driving Silver Prices To Fresh Re...

On Episode 739 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist and Head of Research and Outreach at ICRA SHOW NOTES (00:00) Stories of the Day (05:06) Is A Santa Rally Around The Corner ? (08:14) And Now, $5,000 Per Ounce For Gold By Next Year (10:24) India’s Solid Gdp Numbers, What Lies Behind Them And Will India Cut Interest Rates Next Month? (19:...

"Stop loving your stocks and start thinking like a risk manager."In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj sits down with Devina Mehra, Founder & CMD, First Global (PMS & Global funds) to unpack the biggest mistake investors make falling in love with their stocks and ignoring what the data is really saying. At a time when the Sense...

On Episode 737 of The Core Report, financial journalist Govindraj Ethiraj talks to Devina Mehra, Chairperson and Managing Director at First Global, in an excerpt from our upcoming Weekend Edition. SHOW NOTES (00:00) Stories of the Day (01:19) Sensex Hits Record 86,000 as Nifty Scales Peak in Narrow Rally (03:28) Rupee Risk Persists After RBI Sells $30 Billion to Stem Slide (04:54) Nifty’s Record C...

On Episode 736 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Officer at Q India UK. SHOW NOTES (00:00) The Take (05:09) Markets jump 1,000 points as they join global rallies (07:38) JP Morgan pitches Nifty at 30,000 in a year's time (10:10) Supply of fresh equity has likely peaked, says CLSA (11:28) The Government wants you to take note of t...

On Episode 735 of The Core Report, financial journalist Govindraj Ethiraj talks to Sajjid Chinoy, Part-Time Member, EAC-PM (Economic Advisory Council To Prime Minister) & Chief India Economist & Head of Asia Economics at JPMorgan as well as Manish Garg, CEO of Interarch Building Solutions Limited. SHOW NOTES (00:00) Stories of the Day (00:55)A new battle between Google and Nvidia and why i...

On Episode 734 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, Vice President, Shinhan Bank as well as Sachin Seth, Chairman of CRIF High Mark and Regional MD, CRIF India and South Asia. SHOW NOTES (00:00) Stories of the Day (00:50) US India trade deal or lack of it roils currency and stock markets. (03:25) Why did the RBI step back from currency markets last wee...

On Episode 733 of The Core Report, financial journalist Govindraj Ethiraj talks to Suhail Nathani, Managing Partner at Economic Laws Practice as well as Paul Jeruchimowitz, Senior Managing Director and GCC Practice Lead at Accenture. SHOW NOTES (00:00) The Take (05:09) The markets enter a new phase of volatility, clash of views. (06:03) Rupee hits an all time low as the Reserve Bank steps back. (0...

In this episode of The Core Report Weekend Edition , Financial Journalist Govindraj Ethiraj in conversation with Sajjid Chinoy , Chief India Economist & Head of Asia Economics, JPMorgan, unpacks the quiet but powerful shift inside India’s economy that is surprising global investors and reshaping the country’s growth path. India’s hidden services boom is expanding even as the world slows and th...

On Episode 731 of The Core Report, financial journalist Govindraj Ethiraj talks to Anil Rego, Co-founder and Fund Manager at Right Horizons PMS as well as Pawan Bachwal, Vice President, Head of Financial Services at Ericsson. SHOW NOTES (00:00) Stories of the Day (00:50) A 14-month wait is coming to an end as markets inch close to all time highs (03:22) Wall Street is back on buy AI stocks mode af...

On Episode 730 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President at the Seafood Exporters Association of India as well as Soumya Mohanty, Managing Director and Chief Solutions Officer, South Asia at Kantar and Graham Staplehurst, Director at Kantar BrandZ. SHOW NOTES (00:00) The Take: Finding Mechanics (04:21) Indian markets in sniffing distance of all-time...

On Episode 729 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashish Nanda, Chief Digital Business Officer, Kotak Securities. SHOW NOTES (00:00) Stories of the Day (00:55) Global markets turn nervous even as tech leaders downplay the AI boom. (02:04) Outgoing Meta AI chief blasts LLMs (04:38) Morgan Stanley updates and upgrades India outlook to 107,000 on Sensex in a year (08:...

On Episode 728 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at CRISIL Ratings. SHOW NOTES (00:00) Stories of the Day (00:50) Valuation guru says he wants to move his money into cash and collectibles (05:03) India’s mid cap index hits record high (06:23) The green shoots in Agri export exemptions in the US (07:18) Gold imports jump and drive up trade...

On Episode 727 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Gruenwald, Global Chief Economist at S&P Global as well as Nikhil Narendran, Partner – TMT (Technology, Media and Telecommunications) at Trilegal. SHOW NOTES (00:00) The Take (05:00) Why FP Inflows could restart soon (11:01) Trump starts rolling back tariffs on food products as inflation bites (12:11) The s...

Retail investors in India are no longer the “weak hands” of the market. They are behaving more like pros, staying invested through volatility and forcing everyone to rethink how India’s stock market really works. In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj in conversation with Mr. Pranav Haridasan, MD and CEO, Axis Securities, to decode how the Indian...

On Episode 725 of The Core Report, financial journalist Govindraj Ethiraj talks to Ramesh S Damani, Member at the Bombay Stock Exchange (BSE) as well as Chirag Doshi, Chief investment Officer-Fixed Income at LGT Wealth India. SHOW NOTES (00:00) Stories of the Day (01:00) The earnings story sinks in as mid caps race ahead (03:06) Market watchers are predicting an oil glut next year which is good ne...

On Episode 724 of The Core Report, financial journalist Govindraj Ethiraj talks to Pooja Vijay Ramamurthi, Fellow at Centre for Social and Economic Progress (CSEP) as well as Madhavi Arora, Lead Economist at Emkay Global Financial Services. SHOW NOTES (00:00) The Take (06:17) Markets perk up on trade signals (07:02) Inflation hits record low, what does that mean? (14:57) COP30 kicks off in Brazil....

On Episode 723 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Prasad, Managing Director & Co- Head at Kotak Institutional Equities. SHOW NOTES (00:00) Stories of the Day (00:48) Why the more sceptical market analysts are changing their mind on Indian markets (04:59) Is the US taking a step back from its aggressive stance on tariffs globally, including India? (07:34...

On Episode 722 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative (GTRI). SHOW NOTES (00:00) Stories of the Day (00:50) Why Indian markets are recovering now (03:14) Goldman upgrades India, reverses October2024 downgrade (05:41) Quality Control Orders and the unease of doing business (17:21) More action in India’s weight...

On Episode 721 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President–Commercial at Pharmarack as well as Shankkar Aiyar, veteran journalist, columnist and author. SHOW NOTES (00:00) Stories of the Day (00:50) Markets grapple with high intensity IPO demand, the trust factor (06:59) Consumer inflation in India is crashing (08:35) Auto sales jump. (09:44)...

On Episode 720 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, Special Advisor, SEA & Chairman at the Asian Palm Oil Alliance (APOA) as well as Amit Pabari, Managing Director at CR Forex Pvt. Ltd. SHOW NOTES (00:00) Stories of the Day (01:00) AI job cuts or AI washing (03:21) Markets seek direction (04:52) India’s problem-of-plenty in this crop (5:47) Why d...

India’s gig economy is rewriting the rules of work. Behind the rapid growth lies a deeper story — one of transformation and tension. The gig economy represents freedom and flexibility for some, uncertainty and precarity for others. In this special series, Eye on Retail , supported by Flipkart , Govindraj Ethiraj explores a conversation that examines how digital platforms, e-commerce, and logistics...

On Episode 719 of The Core Report, financial journalist Govindraj Ethiraj talks you through the big business stories of the day. We also feature an excerpt from The Core’s How India’s Economy Works, hosted by journalist and author Puja Mehra and featuring Dr. Nisha Taneja, Professor at the Indian Council for Research on International Economic Relations (ICRIER). SHOW NOTES (00:00) The Take  (06:36...

On Episode 718 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Advisory as well as Rahul Mehta, Chief Mentor at CMAI and Managing Director at Creative Garments Pvt. Ltd. SHOW NOTES (00:00) Stories of the Day (01:00) RBI’s aggressive dollar buying is draining liquidity (03:38) A market peak is close but not imminent right now (04:03) Major banks, Go...

On Episode 717 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative (GTRI) as well as Ayaz Memon, Veteran Sports Journalist and Commentator. SHOW NOTES (00:00) Stories of the Day (00:50) Will Indian markets see a strong November? (06:44) Indian exporters are now feeling the full impact of the 50% tariffs in the US. The sho...