The Core Report

On Episode 716 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre as well as Shankkar Aiyar, Politics Economy Analyst & Author. SHOW NOTES (00:00) The Take: Robots Coming For Our Jobs (06:55) October was a good month for the markets (09:11) Ford is back in India but to manufacture and export (11:21) What’s at stake in Bihar elections st...

#WatchNow | In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Shriram Subramanian, Founder & Managing Director of InGovern Research Services, and Hetal Dalal, President & Chief Operating Officer of Institutional Investor Advisory Services India Limited (IIAS). They unpack the growing tensions and leadership struggle inside Tata Trusts, w...

On Episode 714 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Ranade, former Chief Economist at Aditya Birla Group and former vice chancellor of the Gokhale Institute of Politics and Economics in Pune as well as, Head - Fixed Income at Kotak Mahindra Asset Management Company. SHOW NOTES (00:00) Stories of the Day (00:50) Why The Trump-Jinping meet after six years won’t re...

On Episode 713 of The Core Report, financial journalist Govindraj Ethiraj talks to Aamar Deo Singh, Senior Vice President - Equity, Commodity & Currency at Angel One. SHOW NOTES (00:00) Stories of the Day (01:10) Will Trump’s Asia visit goodwill spill over to India? (02:56) Market exuberance rules higher as Nvidia crosses $5 trillion (05:17) It's the best time in a long time for PSU banks...

On Episode 712 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Lead Economist at Emkay Global Financial Services as well as Chokkalingam G, Founder at Equinomics Research Pvt Ltd. For our Build on Blockchain segment we feature Suraj Teja, Founder at Sow & Reap. SHOW NOTES (00:00) Stories of the Day (00:50) Why is the global economy growing? (04:19) Why bankin...

On Episode 711 of The Core Report, financial journalist Govindraj Ethiraj talks to Mihir Gandhi, Partner and Leader - Payments Transformation and Fintech at PricewaterhouseCoopers Private Limited. We also feature an excerpt of journalist and author Puja Mehra’s conversation with Economist Anoop Singh in her recent episode of How India’s Economy Works . SHOW NOTES (00:00) Stories of the Day (01:00)...

On Episode 710 of The Core Report, financial journalist Govindraj Ethiraj talks to Dheeraj Sinha, Group CEO - India & South Asia at FCB and President of The Advertising Club. SHOW NOTES (00:00) The Take (04:41) Is a US-India trade deal really around the corner? (10:42) Oil markets are sceptical Trump will stay committed to Russian sanctions (11:41) Gold prices stay down but a fall is possible...

On Episode 709 of The Core Report, financial journalist Govindraj Ethiraj talks to Shalini Pillay, India Leader for the Global Capability Centres segment at KPMG in India. SHOW NOTES (00:00) Stories of the Day (00:50) Markets rise for the 6th day as optimism takes over. (02:49) US sanctions on Russian oil majors will affect India. (06:18) India’s vast talent pool is a magnet for more GCC business...

On Episode 708 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-founder & Chief Global Strategist at PACE 360 as well as Dr. Jan Mischke, co-author of the report Out of balance: What's next for growth, wealth, and debt? and Partner at the McKinsey Global Institute (MGI). SHOW NOTES (00:00) Stories of the Day (00:50) Gold prices reverse their manic run, wher...

On Episode 707 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Bansal, CEO at Amazon Pay as well as Nikhil Varma, Technical Lead, India at Algorand. SHOW NOTES (00:00) The Take (07:14) Financials are in and so are markets (08:43) Gold prices ease off but not enough for Diwali (09:26) US-China squabble again, more flights from India to China (10:38) How women entrepreneurs...

Indians own more than 60% of America’s hotels. How did the so-called “ Patel Motel Cartel ” grow from humble mom-and-pop motels to multi-billion-dollar hospitality empires? In this episode of The Core Report Weekend Edition , Govindraj Ethiraj is in conversation with Emmy & Peabody-winning filmmakers Amar Shah and Rahul Rohatgi, directors of The Patel Motel Story, whose new documentary traces...

On Episode 705 of The Core Report, financial journalist Govindraj Ethiraj talks to Mario Morales, GVP & General Manager, Semiconductors & Enabling Technologies at IDC. SHOW NOTES (00:00) Stories of the Day (00:41) The Markets Jump (02:44) Tech Results Are In (04:34) Semiconductors and AI ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

On Episode 704 of The Core Report, financial journalist Govindraj Ethiraj talks to John Pearson, Global CEO at DHL Express, from a larger conversation featured in our Weekend Edition. SHOW NOTES (00:00) Stories of the Day (00:50) Surge in gold and silver imports drives up India’s trade deficit (03:55) Oil prices fall on uncertainty but India stands to benefit (04:46) Why you will stop investing in...

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....