The Core Report

On Episode 579 of The Core Report, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, Veteran Market Expert as well as Abhishek Goenka, Founder and CEO at India Forex & Asset Management. SHOW NOTES (00:00) Stories of the Day (00:50) Indian stock markets have their best sessions in more than 4 years (03:17) Gold prices drop as its safe haven (04:30) Where will the markets go from...

On Episode 578 of The Core Report, financial journalist Govindraj Ethiraj talks to Dharmakirti Joshi, Chief Economist, Crisil Limited. SHOW NOTES (00:00) The Take (04:21) Markets set to edge up on ceasefire moves (10:54) Oil prices are holding steady in the lower 60s (13:52) Decoding India’s positive macroeconomic data that starts with the monsoons and analysing its potential impact ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

In this Episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj in conversation with Captain Raghu Raman, Founding CEO, NATGRID, Shankkar Aiyar, Politics & Economy Analyst, Author, Dr. Brinda Jagirdar, Economist. They break down the fast-moving India-Pakistan ceasefire announced after deadly cross-border strikes, unpacking its military, economic, and geopolitical imp...

On Episode 576 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Choudhary, Research Analyst at Mirae Asset Sharekhan as well as Rakesh Bhatnagar, Director General at Voice of Indian Communication Technology Enterprises (VoICE). SHOW NOTES (00:00) Stories of the Day (00:50) Markets fall towards end of trading day on heightened border tensions (02:50) Rupee falls as currency...

On Episode 575 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP at Geojit Financial Services, Bjarne Schieldrop, Chief analyst commodities at SEB as well as Prabhu Dhamodharan, the convenor of the Coimbatore-based Indian Texpreneurs Association. SHOW NOTES (00:00) Stories of the Day (01:09) Resilient markets close in the positive in the face of India atta...

On Episode 574 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, Chief Executive Officer, Ananta Centre as well as R.S. Sharma, the former Director General of the Unique Identification Authority of India (UIDAI), and current Chairperson of both ONDC and the Algorand India Advisory Board. SHOW NOTES (00:00) Stories of the Day (00:50) The markets show surprising res...

On Episode 573 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA as well as Gulam Zia, Senior Executive Director - Research, Advisory, Infrastructure, and Valuation, Executive Director at Knight Frank. SHOW NOTES (00:00) Stories of the Day (01:00) FIIs buy $4.8 billion in 12 sessions as markets rise (04:44) Oil prices fall as OPEC supply overhang...

On Episode 572 of The Core Report, financial journalist Govindraj Ethiraj talks to Jay Kothari, SVP-Equities at DSP Mutual Fund as well as Rajani Sinha, Chief Economist, CareEdge Group. SHOW NOTES (00:00) The Take (05:38) Markets poised for steady run during week (14:44) Warren Buffet hands over reins of Berkshire Hathaway (17:36) Oil prices set to fall further as Saudi Arabia joins US in stepping...

What’s powering Lenovo’s next big leap in India? In this exclusive episode of The Core Report Weekend Edition, Govindraj Ethiraj interviews Shailendra Katyal, MD and CEO, Lenovo India, diving deep into Lenovo’s bold bets on AI, gaming, and Made-in-India tech. As Lenovo marks 20 years in India, this in-depth conversation explores:✅ Lenovo’s vision for AI-driven innovation & hybrid cloud soluti...

On Episode 570 of The Core Report, financial journalist Govindraj Ethiraj takes you through the biggest stories in business and manufacturing. SHOW NOTES (00:00) The Take (07:33) US markets roil after negative GDP growth (09:48) GST collections hit all time high in April (11:35) Oil is back around $60 a barrel (14:14) Investors are now selling US corporate bonds (15:53) Two Indian companies includ...

On Episode 569 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for Forex and interest rates at Kotak Securities as well as Pushan Sharma, Director-Research at Crisil Limited. SHOW NOTES (00:00) Stories of the Day (01:00) The markets rise on positive undertone but struggle against border tensions (03:24) The rupee swings wildly hits calendar hi...

On Episode 568 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President Research & Co- Founder at Counterpoint Research. SHOW NOTES (00:00) Stories of the Day (00:50) Sensex hits a 2025 year high of 80322 (02:43) Reliance shares jump as markets rerate stock (04:21) Gold prices moderate as traders await cues from trade talks (08:43) Chinese companies are cut...

On Episode 567 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, CIO at Q India UK as well as Sachin Gupta, Chief Ratings Officer of CARE Ratings. SHOW NOTES (00:00) Stories of the Day (01:00) Markets run on positive undertone but grapple with uncertainty (12:21) India’s forex reserves are rising (15:18) Apple gears to move a big chunk of manufacturing from China to...

How to Get an 800+ CIBIL Score & Unlock Better Loan Offers | Bhavesh Jain on The Core Report Weekend EditionWant the best loan offers, lowest interest rates, and VIP treatment from banks? In this episode of The Core Report Weekend Edition, Bhavesh Jain, Managing Director and CEO of TransUnion CIBIL, reveals the real steps to achieve and maintain an 800+ CIBIL score — your gateway to better fin...

On Episode 565 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, energy analyst and founder of Vanda Insights. SHOW NOTES (00:00) The Take (01:00) Markets pause after 7 day run (02:10) HUL, Nestle results point to continuing weak signals in domestic economy (06:02) China says no tariff talks (07:10) America wants India to buy more LNG but striking deals involve some...

On Episode 564 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Jain, Director of Research at Dolat Capital. SHOW NOTES (00:00) The Take (06:26) Indian markets hit their highest levels in 2025 (08:57) The rupee takes a mild hit after the dollar strengthens (11:41) The US blinks again on tariffs, markets look up (13:49) Understanding the outlook for IT stocks in a time of v...

On Episode 563 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddhartha Khemka, Head - Research, Wealth Management, Motilal Oswal Financial Services Ltd as well as Ashok K Bhattacharya, Editorial Director and columnist at Business Standard. SHOW NOTES (00:00) Stories of the Day (01:09) Markets run up for 6th consecutive day  (02:38) Why are Indian markets rising and where cou...

On Episode 562 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, Founder & CEO at Vanda Insights as well as G.R Senthilvel, Secretary of Tirupur Exporters and Manufacturers Association. SHOW NOTES (00:00) Stories of the Day (01:00) The markets begin the week with a bang (05:29) Gold hits fresh high, dollar is down (07:35) Oil price volatility is making it diffic...

On Episode 561 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Khattar, Founder at AdvantEdge. SHOW NOTES (00:00) The Take (09:09) Markets see best weekly run in four years (11:37) Oil markets experience extreme volaitlity (13:35) Global trade uncertainty is pushing investors towards consumer facing stocks. (15:30) Maruti Suzuki Chairman says India cannot grow if it hides...

In this conversation, Govindraj Ethiraj speaks with Santosh Iyer, Managing Director & CEO of Mercedes-Benz India, about the EV push and 8 percent penetration in India's luxury segment, Localisation strategy and the 30 percent made-in-India milestone, Why Gen-Z, salaried professionals, and women are driving luxury demand, and much more. This episode offers a rare inside look into how the ic...

On Episode 559 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas, Sheetal Sapale, VP Commercial at Pharmarack as well as K Venkatachalam, Chief Advisor at TASMA. SHOW NOTES (00:00) Stories of the Day (01:00) The Sensex has rallied over 3,000 points in 3 sessions  (06:24) Angel tax returns in a new avatar as Income Tax services notices on...

On Episode 558 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President of Seafood Exporters Association of India as well as Aditi Nayar, Chief Economist, Head - Research & Outreach at ICRA. SHOW NOTES (00:00) Stories of the Day (01:00) India beats tariff tantrums, becoming first global market to do so (03:59) Morgan Stanley cuts December Sensex target to 82,0...

On Episode 557 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, SVP-Research Analyst (Media, Consumer Discretionary, and Internet) at Elara Capital as well as Poorvi Chothani, Founder and Managing Partner at LawQuest. SHOW NOTES (00:00) Stories of the Day (01:00) Markets digest fresh round of tariff volatility (04:00) OPEC cuts global oil demand growth targets. Wh...

On Episode 555 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded. SHOW NOTES (00:00) The Take (07:14) Markets flip flop as they settle down for extended trade wars. (09:35) Gold prices shoot to fresh highs, dollar dips again. (11:35) Crude oil prices edge up on US threats to Iran. (11:49) Asia and the Trade Wars ⁠...

In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Rashesh Shah, Chairman of the Edelweiss Group, for a deep dive into entrepreneurship, leadership, India's evolving financial markets, and the mindset required to build and sustain a long-term business in a volatile environment. From marathon running to managing energy in a high-growth organization, Rashesh shares...