The Core Report

On Episode 554 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert. SHOW NOTES (00:00) Stories of the Day (00:50) Global markets rejoice on 90-day tariff pause, take stock (02:58) TCS net profits are down as revenue touches Rs 2.59 trillion (04:51) Why bond markets and not stock markets can destroy fortunes and Governments (20:03) Global commodity prices a...

On Episode 553 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Hickin, Chief Economist and Editor-in-Chief at Petroleum Economist as well as Dipti Deshpande, Principal Economist at Crisil limited. SHOW NOTES (00:00) Stories of the Day (00:50) Indian markets hold out once again (05:33) Fear of owning US treasuries grips global bond traders (07:57) Oil prices are now around...

On Episode 552 of The Core Report, financial journalist Govindraj Ethiraj talks to Professor Leon Laulusa, Executive President and Dean of ESCP Business School. SHOW NOTES (00:00) Stories of the Day (01:00) The markets recover as bargain hunters return to focus on positive Indian data (05:07) Goldman Sachs projects an extreme oil scenario of $40 a barrel (06:19) US CEOs find their voice and rail a...

On Episode 551 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, Managing Director at CR Forex. SHOW NOTES (00:00) The Take (05:00) Indian markets fall around 3% in biggest drop in 10 months, fare better than most major global indices (05:46) US stocks whacked for the third day, S&P 500 enters bear territory (06:56) Oil prices fall, India raises taxes (10:25) The...

On Episode 550 of The Core Report, financial journalist Govindraj Ethiraj talks to Steven A. Altman is a Research Assistant Professor in the Department of Management and Organizations at the New York University Stern School of Business. SHOW NOTES (00:00) The Take (08:41) US stockmarkets see a $6 trillion rout in 2 days, or 1.5 times Indian market capitalisation (12:01) Why gold prices are strong...

In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Ved Mani Tiwari, CEO of the National Skill Development Corporation (NSDC), to explore how India is tackling one of its most pressing challenges — skilling its massive, young workforce. With 56 crore Indians already in the workforce, and millions more set to join in the coming years, NSDC is on a mission to build a...

On Episode 548 of The Core Report, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, Politics Economy Analyst & Author, Ajay Srivastava, Founder at Global Trade Research Initiative and Dr Viranchi Shah, Former National President and Spokesperson at the Indian Drug Manufacturer Association. SHOW NOTES (00:00) Stories of the Day (01:00) Indian markets battle tariff headwinds even a...

On Episode 547 of The Core Report, financial journalist Govindraj Ethiraj talks to Mohit Makhija, Senior Director at Crisil Ratings. We also feature an excerpt from our recent interview with RS Subramanian, Senior Vice President (South Asia) at DHL Express. SHOW NOTES (00:00) The Take: The Trump Tariff Breakdown (05:38) Markets Rebound As They Brace For Tariffs (11:31) Car companies hike prices as...

On Episode 546 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Puri, Chairman and Founder at ANAROCK as well as Jamal Mecklai, CEO at Mecklai Financial. SHOW NOTES (00:00) The Take (04:50) Markets reel from impending tariffs on Indian exports and macro shifts (05:57) Gold hits fresh record high (11:10) India’s residential real estate deals slow down but commercial is on so...

On Episode 545 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist, Emkay Global Financial Services as well as Aditya Valiathan Pillai, Visiting Fellow at Sustainable Futures Collaborative. SHOW NOTES (00:00) Stories of the Day (01:09) Markets crackle in slog overs to close last financial year in positive (02:14) Gold hits a fresh record high, up 37%...

He built India's first data centre when the term didn't even exist. Today, he's powering the AI revolution. In this special episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Sharad Sanghi, founder of NetMagic and CEO of NEYSA, about the evolution of India’s data centre industry — from server closets in the early 2000s to AI-powered hyperscale campuses today. What you’ll lea...

In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with R.S. Subramanian, Senior Vice President South Asia at DHL Express, to explore how global logistics is evolving amid economic uncertainty, supply chain complexity, and geopolitical shifts. From India's emergence as a global manufacturing hub to DHL's on-ground response during the Nepal earthquake,...

On Episode 542 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, veteran investor and market analyst as well as Ajay Srivastava, Founder of Global Trade Research Initiative. SHOW NOTES (00:00) Stories of the Day (01:09) Markets survive a fresh volley of tariff fire (03:29) How FIIs continue to drive sentiment and price movements (14:29) Goldman raises its year end gol...

On Episode 541 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Suresh Itapu, Chairman of the Soy Food Promotion and Welfare Association (SFPWA) as well as Himanshu Parekh, Partner and Head of Tax (West) at KPMG Assurance & Consulting Services LLP. SHOW NOTES (00:00) The Take (04:41) Markets retreat as tariff fears reign once again. FII buying at $2 billion in four days....

On Episode 540 of The Core Report, financial journalist Govindraj Ethiraj talks to Manish Gupta, Senior Director and Deputy Chief Ratings Officer, Crisil Ratings Limited. We also feature an excerpt from our recently released Business Books Edition featuring author and entrepreneur K Ganesh. SHOW NOTES (00:00) Stories of the Day (01:00) Markets halt their rally but hold in positive despite fresh ta...

On Episode 539 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist and Executive Vice President at Elara Securities (India) as well as Anindya Banerjee, Head of Research for Forex and Interest Rates at Kotak Securities. SHOW NOTES (00:00) Stories of the Day (01:08) The stockmarkets pull back their entire 2025 losses (04:43) The Rupee gains for ninth session...

On Episode 538 of The Core Report, financial journalist Govindraj Ethiraj talks to Nilesh Shah, Managing Director at Kotak Mahindra Asset Management Company as well as Shankhadeep Mukherjee, Principal Analyst at CRU. SHOW NOTES (00:00) The Take (05:38) The stock markets were up 3,000 points last week, on a strong holding pattern (07:33) Rupee is strong, forex reserves hit 3 month high (08:07) Iraq...

🎙 In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Piyush Gupta, CEO of DBS Bank, on how DBS transformed from a traditional bank into the world’s best digital bank.🔍 Discover how AI, customer obsession, and cultural change helped DBS lead a fintech revolution — and how they're using embedded finance, predictive analytics, and Gen AI to reshape banking in 19 co...

On Episode 536 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President (Commercial) at Pharmarack as well as Sumit Mitra, CEO at Tesco Business Solutions. SHOW NOTES (00:00) Stories of the Day (01:00) The markets are on a strong wicket, add another 899 points (01:59) Wall Street takes solace from Federal Reserve comments on the transitory impact of inflat...

On Episode 535 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Bajaj, CEO & Co-Founder at CloudExtel as well as Randheer Singh, CEO ForeSee Advisors and former Director E-Mobility, NITI Aayog. SHOW NOTES (00:00) The Take (07:43) Midcaps clock best day in 9 months (09:51) Gold prices once again hit fresh highs, rupee strengthens further (13:02) Remittances from US and...

On Episode 534 of The Core Report, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, Veteran Market Expert as well as Safi Ahsan Rizvi, Advisor at the National Disaster Management Authority (NDMA). SHOW NOTES (00:00) Stories of the Day (01:09) Markets build on its relief rally as bottom fishing kicks off (02:36) Julius Baier downgrades US equities, eyes China & India stocks (10...

On Episode 533 of The Core Report, financial journalist Govindraj Ethiraj talks to Surendra Mehta, National Secretary at the Indian Bullion & Jewellers Association as well as Amit Prothi, Director General at the Coalition for Disaster Resilient Infrastructure (CDRI). SHOW NOTES (00:00) Stories of the Day (01:00) Markets edge up even as prominent IPOs get hammered. (02:18) Trump has wiped out a...

On Episode 532 of The Core Report, financial journalist Govindraj Ethiraj talks to Deepak Jayaraman, leadership coach and host of the podcast Play To Potential . We also feature an excerpt from our Weekend Edition interview with Y S Chakravarti, Managing Director and CEO at Shriram Finance. SHOW NOTES (00:00) Stories of the Day (00:50) Why retail investing can be dangerous (07:30) Gold prices hit...

Why do business loans drive economic growth while consumer debt can be risky? In this conversation with Y.S. Chakravarti, we explore the power of smart lending, how financing entrepreneurs creates jobs, and why funding business assets is better than fueling consumption. From real-world lending experiences to lessons on financial discipline, this discussion covers:1.⁠ ⁠The key differences between b...

On Episode 530 of The Core Report, financial journalist Govindraj Ethiraj talks to Ketan Dalal, founder of Katalyst Advisors and former Managing Partner (West) and Joint Tax Leader of PwC India. SHOW NOTES (00:00) The Take: Cooked In Washington and Served in India (05:29) The stock markets struggle against headwinds (06:26) Inflows into Mutual Funds fall to 10-month low (07:16) Retail inflation do...