The Core Report

On Episode 604 of The Core Report, financial journalist Govindraj Ethiraj talks to Gopal Jain, Co-Founder and Managing Partner at Gaja Capital.  SHOW NOTES (00:00) The Take: Cable TV’s Digital Disruption (06:17) Markets edge up once again, tracking Asia (06:39) US says it has a trade deal with China, the latter yet to respond (10:56) Dedollarisation is rising, differently from what was predicted e...

On Episode 603 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder at Equinomics Research & Advisory Pvt Ltd. We also feature an excerpt from our extended interview with Algorand’s Anil Kakani and Nikhil Varma in our ongoing “Build On Blockchain” Series.  SHOW NOTES (00:00) Stories of the Day (00:50) Markets take a breather as bank stocks see selling (03...

On Episode 602 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Trehan, Founder and CEO at AuthBridge. SHOW NOTES (00:00) Stories of the Day (01:00) Nifty hits 2025 high as markets gather strength (03:41) How the froth in railway stocks highlights the valuations dilemma  (08:00) Big payouts by companies as dividends (09:34) Nvidia founder Jensen Huang gushes about the UK, s...

On Episode 601 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, Economist at QuantEco Research as well as Ashish Modani, Senior Vice President and Group Head (Corporate Ratings) at ICRA Ltd for Infra. SHOW NOTES (00:00) The Take (05:29) The markets rise on rate cut news, strong macro fundamentals (06:51) Steepest interest rate cut in 5 years surprises bankers, marke...

How do you build a mobile payments network where banks barely function and cash is king? On this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Nigel Pont, Senior Advisor for Humanitarian Affairs, HesabPay (Afghanistan’s leading mobile payments platform — now expanding into Syria) and the Algorand Foundation. From war zones to wallets, this episode d...

On Episode 599 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Arora, CEO & Co-Founder at Biz2Credit & Biz2X as well as Manisha Kapoor, CEO and Secretary-General at the ASCI. SHOW NOTES (00:00) Stories of the Day (01:00) Markets break out of their losing streak (02:49) Rupee among the worst performing Asian currencies in recent periods (04:32) India’s census exerc...

On Episode 598 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Dhaka, Vice President, Primus Partners. We also feature an excerpt from our upcoming interview with Nigel Pont from our Build On Blockchain series. SHOW NOTES (00:00) Stories of the Day (01:09) Rich valuations put pressure on markets again (04:09) Oil prices are climbing once again, crossing $65 a barrel (05:...

On Episode 597 of The Core Report, financial journalist Govindraj Ethiraj talks to Ayaz Memon, veteran sports journalist and commentator. SHOW NOTES (00:00) Stories of the Day (01:00) Markets bounce in fag end of trade as they grapple with uncertainty (02:16) Foreign brokerages are still wary of high valuations (04:51) US Dollar Index will fall 9% says Morgan Stanley (07:17) Maruti wants the Govt...

On Episode 596 of The Core Report, financial journalist Govindraj Ethiraj talks to DK Joshi, Chief Economist at Crisil limited. SHOW NOTES (00:00) The Take (08:21) Markets lurch in continued search for bearings (09:53) GST collections cross 2 lakh crore again in May (10:43) India’s GDP growth comes in at 6.5%, what does a longer range picture for the Indian economy look like? (24:19) Another infla...

India’s Cancer Crisis: Why Thousands Die Without TreatmentIn this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Dr. KS Sharma, former senior anesthesiologist at Tata Memorial Hospital, about India’s cancer care infrastructure, the alarming mortality rate, and the urgent shortage of trained oncologists. India records over 1.5 million new cancer cases each year, yet 60% o...

On Episode 594 of The Core Report, financial journalist Govindraj Ethiraj talks you through the top business news. We also feature excerpts from our interviews with Ram Singh, economist and Director of the Delhi School of Economics and Dr. KS Sharma, Dean Academics at Tata Memorial Hospital. SHOW NOTES (00:00) Stories of the Day (00:50) Markets close up after uncertain session (02:32) More economi...

On Episode 593 of The Core Report, financial journalist Govindraj Ethiraj talks to Gulam Zia, Senior Executive Director - Research, Advisory, Infrastructure, and Valuation and Executive Director at Knight Frank. SHOW NOTES (00:00) The Take (07:53) Markets stay volatile as global cues weigh in (11:45) More foreign brokerages are upgrading their view on emerging markets including India (15:39) India...

On Episode 592 of The Core Report, financial journalist Govindraj Ethiraj talks to Victor Vanya, Director and Co-Founder at EMA Solutions. We also feature an excerpt from our extended interview with Algorand’s Anil Kakani and Nikhil Varma. SHOW NOTES (00:00) Stories of the Day (01:09) Why playing Trump tariffs is dangerous when valuations are tight and growth is slow (05:21) India must be transpar...

On Episode 591 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijai Mantri, Co-Founder & Chief Investment Strategist at JRL Money as well as Shankkar Aiyar, veteran economic journalist and author. SHOW NOTES (00:00) Stories of the Day (00:50) The stock markets rise on macro news, tariff relief (01:50) JP Morgan gives a thumbs up to emerging markets including India against...

On Episode 590 of The Core Report, financial journalist Govindraj Ethiraj talks to Poorvi Chothani, Founder and Managing Partner at LawQuest. SHOW NOTES (00:00) The Take (04:21) Markets seek direction in the face of erratic global flows (06:38) Monsoons hit the earliest in 16 years in bittersweet news (08:18) India GDP may have picked up last quarter, thanks to stronger rural spend (09:44) India h...

On this episode of The Core Report Weekend Edition, Govindraj Ethiraj in conversation with Mirai Chatterjee, Chairperson of the SEWA Cooperative Federation, to explore how SEWA is using digital technology and blockchain to transform the lives of over 3.2 million women workers in India’s informal economy. From digital health passports to blockchain-backed identity systems, this is a powerful conver...

On Episode 588 of The Core Report, financial journalist Govindraj Ethiraj talks to Jaspreet Bindra, Founder at Tech Whisperer Ltd as well as Ashutosh Singh, Managing Director and CEO at Asia Index. SHOW NOTES (00:00) Stories of the Day (01:00) India is now being driven by Wall Street once again (04:39) Oil prices come down as more supply looms on the horizon  (05:02) The owner of the iconic Sensex...

On Episode 587 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajnikant Behera, Executive Director, Finance at RSB Group as well as Advocate Shirish Deshpande, consumer court expert.  SHOW NOTES (00:00) Stories of the Day (01:00) Markets rise after gaining confidence (01:34) Morgan Stanley quotes India’s new terror doctrine as part of the bull case for 89,000 Sensex (07:19) In...

On Episode 586 of The Core Report, financial journalist Govindraj Ethiraj talks to Mirai Chatterjee, Director at Self-Employed Women’s Association, or SEWA as well as K. Ramakrishnan, Managing Director - South Asia at Worldpanel Division, Kantar.  SHOW NOTES (00:00) Stories of the Day (01:00) Markets slide down (02:37) Monsoon is arriving even earlier than the early projections (05:01) How Chinese...

On Episode 585 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinay Singh, Co-Founder and Partner at Fireside Ventures as well as Sheetal Sapale, VP Commercial at Pharmarack.  SHOW NOTES (00:00) The Take (01:00) Markets slide down in search for fresh traction (02:49) Gold prices are back up (04:10) Britain has kissed and made up with the EU as it signs another trade deal (05:4...

On Episode 584 of The Core Report, financial journalist Govindraj Ethiraj talks to Ankit Mehta, CEO at ideaForge Technology.  SHOW NOTES (00:00) The Take (04:41) Indian markets hold gains of last week, valuation concerns return (07:12) Gold prices ease off but are still high for jewellery purchases (08:08) Turkish airport services company Celebi goes to court in India (09:24) China steps up buying...

In this episode of The Core Report Special Edition, Govindraj Ethiraj interviews Chetna Sinha, founder of Mann Deshi Foundation and Mann Deshi Bank, about the unique challenges women entrepreneurs face in rural India when accessing business loans and capital. Learn how Mann Deshi is empowering thousands of rural women by overcoming barriers like lack of collateral, no credit history, and lengthy l...

On Episode 582 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at Crisil Ratings. SHOW NOTES (00:00) Stories of the Day (01:00) Indian stocks hit 7-month high since October, Sensex up 1,200 points in sudden jump. (02:48) Oil prices slide sharply as the US and Iran engage with each other. (04:20) Trump tells Apple to pause manufacturing in India (08:00)...

On Episode 581 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, Chief Executive Officer at Ananta Centre as well as Garima Kapoor, Economist & Executive Vice President at Elara Securities (India). SHOW NOTES (00:00) The Take (04:31) Markets claw back after a roller coaster ride (05:29) Bank of America replaces Japan with India as top Asian stock pick (07:27)...

On Episode 580 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder of the Global Trade Research Initiative, Chetna Gala Sinha, Founder and Chair at Mann Deshi Bank & Mann Deshi Foundation as well as AVM GP Sharma, President (Meteorology & Climate Change) at Skymet Weather. SHOW NOTES (00:00) Stories of the Day (00:50) The markets reverse some of the...