The Core Report

On Episode 629 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded. SHOW NOTES (00:00) Stories of the Day (00:50) Markets dip further as Q1 results start rolling in (05:19) Inflation could fall further to 2.5% (05:55) Trump tariff range from 50% to 500%, labour intensive countries most hit (14:24) The delay in relea...

On Episode 628 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijai Mantri, Co-Founder & Chief Investment Strategist at JRL Money as well as Vibhuti Garg, Director – South Asia at Institute for Energy Economics and Financial Analysis (IEEFA). SHOW NOTES (00:00) Stories of the Day (01:00) Markets look for cues even as Trump announces fresh tariff threats (05:30) Mining and...

On Episode 627 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, VP – Commercial at Pharmarack. We also feature an excerpt from our interview with Sumit Goswami, CEO and co-founder of ARVO, part of our Build on Blockchain Series. SHOW NOTES (00:00) Stories of the Day (00:50) Countries around the world are grappling with the latest Trump tariff salvo (02:07) The ma...

On Episode 626 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Khattar, Founder at AdvantEdge as well as Prashant Vashisht, SVP and Co-Group Head, ICRA Ltd. SHOW NOTES (00:00) Stories of the Day (01:00) Markets flat as traders calculate tariff impact (05:30) French consulting giant CapGemini to acquire Indian BPO firm WNS in $3.3 bn all cash deal (07:27) Adani enters Amba...

On Episode 625 of The Core Report, financial journalist Govindraj Ethiraj talks to Ravi Hegde, Founding PartnerRHP Partners, Lloyd Pinto, Partner - US Tax at Grant Thornton Bharat as well as  Shishir Lagu, Partner – Tax services at KNAV Advisory Inc. SHOW NOTES (00:00) The Take (05:19) Markets set for uncertain week as trade talks inconclusive (06:35) OPEC to hike production further (07:49) India...

This week on The Core Report: Weekend Edition , Govindraj Ethiraj speaks with Prateek Agrawal , MD & CEO of Motilal Oswal AMC, overseeing ₹1.5 lakh crore in assets, on why growth investing is outpacing value investing in 2025. As India’s equity markets continue to scale new highs, Prateek breaks down the fundamental shifts driving this momentum. He explains why traditional value metrics have b...

On Episode 623 of The Core Report, financial journalist Govindraj Ethiraj talks to Moses Harding John, President & CEO at IndusInd International Holdings Limited, Mauritius. SHOW NOTES (00:00) Stories of the Day (01:00) Markets fall in late trade as financials lose for the 4th session (04:51) Oil prices could touch $60 by year end, says S&P Global (07:57) India may give in on imports of GM...

On Episode 622 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as Sunil Thakur, Partner at Quadria Capital. SHOW NOTES (00:00) Stories of the Day (01:00) Markets fall as tariff fears return closer to July 9 deadline (04:40) Government spending jumps in the first quarter, will the economy...

On Episode 621 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, Managing Director at CR Forex. We also feature an excerpt from our upcoming interview with Jerry Chu, CEO at Lofty AI. SHOW NOTES (00:00) Stories of the Day (01:09) The markets wait for the tariff talks to end (01:48) Why valuations of consumer facing companies are stretched (05:55) India’s GST numbers...

On Episode 620 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert. SHOW NOTES (00:00) Stories of the Day (01:29) Markets snap a 4-day winning streak (03:41) Is a flood of fresh funds swamping markets and distorting valuations (18:49) The gold paradox between America and the rest of the world (21:04) GST collections have doubled in last 5 years (27:11) Glo...

On Episode 619 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K. Bhattacharya, Editorial Director at Business Standard. SHOW NOTES (00:00) Stories of the Day (05:48) Markets are just 2.5% away from September peak even as record highs are predicted (08:41) Rupee has best day in two years (10:03) Luxury EV sales are zooming (12:29) Are India’s PSUs really a source of value...

Can digital traceability transform India's agriculture and food exports?__________________________________________In this insightful episode of The Core Report Weekend Edition, host Govindraj Ethiraj talks to Mark Kaplan, co-founder of Wholechain, a global platform improving supply chain transparency across food and agriculture sectors — including India. From shrimp farms in coastal India to coope...

On Episode 617 of The Core Report, financial journalist Govindraj Ethiraj talks to Rishi Agrawal, CEO and Co-Founder of Teamlease Regtech. SHOW NOTES (00:00) Stories of the Day (01:10) The stock markets see 1,000 point jump (02:26) Bank stocks in vogue as HDFC Bank hits an all time high (06:02) Sales of houses drop 20% on year in top 7 cities (07:25) How running a solar power plant, a sector favou...

On Episode 616 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Jain, Co-founder and Chief Investment Officer at Multipl. SHOW NOTES (00:00) Stories of the Day (00:50) Markets gain for second day on Israel-Iran truce (01:45) Oil prices stay down (02:54) How mutual investors are diversifying their holdings on the back of record SIPs (14:11) One in four Indians say they use...

On Episode 615 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice-President (Commercial) at Pharmarack. We also feature an excerpt from our upcoming interview with Mark Kaplan, Co-Founder at WholeChain, part of our Build on Blockchain Series. SHOW NOTES (00:00) Stories of the Day (01:00) Markets shrug off middle east tensions, for now (04:33) Oil prices fall s...

On Episode 614 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Tandon, Founder and Managing Director at IiAS.  SHOW NOTES (00:00) Stories of the Day (01:09) Stock Markets unmoved by the Middle east war, for now. Iran launches missiles at Qatar (03:57) The rupee turns weak as the dollar strengthens (06:15) Oil prices recover from a steep drop as traders look at supply impac...

On Episode 613 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre.  SHOW NOTES (00:00) The Take (05:38) Markets power up on Friday, brace for Monday (11:52) Tax collections are down (13:23) America returns to a middle east war ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.investing-referral.com/aff303⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For more of our coverage check out  ⁠⁠⁠⁠⁠⁠⁠⁠⁠...

India’s dairy industry is quietly transforming and private players are leading the charge. In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with dairy industry veteran Rajiv Mitra about the rapid growth of India’s private dairy sector, which now handles half the country’s milk. From trade policy tensions with the US and UK to the challenges of exporting value-added dair...

On Episode 611 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, Founder & CEO of Vanda Insights.  SHOW NOTES (00:00) Stories of the Day (01:00) A Cloud of caution over the stock markets (02:08) A big rush of IPOs could dampen market activity (05:04) Oil prices rise again as analysts compute war risk premia (13:47) Global FDI flows falls a sharp 11%, China most...

  On Episode 610 of The Core Report, financial journalist Govindraj Ethiraj talks to Dipti Deshpande, Director and Principal Economist at Crisil. We also feature an excerpt from our recent episode of our podcast How India’s Economy Works hosted by Puja Mehra. SHOW NOTES (00:00) Stories of the Day (00:50) Analysts are scratching their heads over oil prices (02:01) War tensions pull down indices aga...

On Episode 609 of The Core Report, financial journalist Govindraj Ethiraj talks you through the top business news stories of the day. We also feature an excerpt from our extended discussion with Algorand’s Technical Lead for India, Nikhil Varma in our ongoing “Build On Blockchain” Series. SHOW NOTES (00:00) The Take (04:21) Markets slip as Trump warns Iran (06:44) No direct risk to India on Israel...

On Episode 608 of The Core Report, financial journalist Govindraj Ethiraj talks to Mahesh Balasubramaniam, Managing Director of Kotak Mahindra Life Insurance Company (Kotak Life).  SHOW NOTES (00:00) Stories of the Day (01:00) Markets hold out against war fears (01:29) Gold prices hit an all time high, cross Rs 100,000  (04:34) Oil prices are in uncharted territory for now even as consolidation wa...

On Episode 607 of The Core Report, financial journalist Govindraj Ethiraj talks you through the top business news of the day. We also feature an excerpt from our recent weekend edition featuring Anshul Jain, Chief Executive – India, SE Asia & APAC Tenant Representation at Cushman & Wakefield.  SHOW NOTES (00:00) The Take (05:19) Markets take hit on Israel-Iran war, uncertainty returns  (08...

In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Anshul Jain, Chief Executive - India, SE Asia & APAC Tenant Representation at Cushman & Wakefield, to unpack the sharp rise in commercial real estate demand across India — especially driven by Global Capability Centres (GCCs), domestic expansion, and post-pandemic workplace shifts. From Bangalore’s dominance...

On Episode 605 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist and Head - Research & Outreach at ICRA, Safi Ahsan Rizvi, Advisor at National Disaster Management Authority as well as Captain Sam Thomas, President at ALPA India.  SHOW NOTES (00:00) Stories of the Day (01:48) Markets plunge suddenly by over 990 points (03:30) Retail inflation drops...