The Core Report

On Episode 644 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Strategist at Q India UK as well as Ajay Srivastava, Founder at Global Trade Research Initiative. SHOW NOTES (00:00) Stories of the Day (03:24) US latest tariff threats point to failure in negotiations (07:15) Who will get most hurt by the higher tariffs (27:25) India may be suspending...

On Episode 643 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder at Equinomics Research as well as Vivek Kumar, Economist at QuantEco Research. SHOW NOTES (00:00) Stories of the Day (01:00) India should brace for 25% tariffs on exports to the US (05:15) Indian markets are up but they have not changed much in the last year (15:37) How India’s IT engineers a...

On Episode 642 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Jain, Director at Dolat Capital. SHOW NOTES (00:00) Stories of the Day (01:09) A Short Take (04:20) The markets reverse three day losing streak (06:02) Indian IT companies are downsizing, does that make them more attractive as investments? (16:19) India is set to overtake the US in clean energy generation (17:...

On Episode 641 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert. SHOW NOTES (00:00) Stories of the Day (02:41) Oil analysts are predicting more supply in the market which should keep prices stable to low. (03:49) Indian markets are falling even as Wall Street hits records, decoding the latest. (19:52) US and EU announce a deal which are sketchy on detai...

On Episode 640 of The Core Report, financial journalist Govindraj Ethiraj talks to Pallavi Bakhru, Partner and India-UK Corridor Leader at Grant Thornton Bharat. SHOW NOTES (00:00) The Take (05:00) Uncertain markets brace for fresh IPO supply (06:49) TCS is downsizing, to reduce 2% of its workforce. (08:35) India and the UK have a trade deal. What does it mean beyond cheaper scotch (18:12) The US...

On Episode 639 of The Core Report, financial journalist Govindraj Ethiraj talks you through the top news stories in business. We also feature excerpts from our recent interviews with CS Randhawa, President at the Federation of Indian Pilots (FIP), Captain Sam Thomas, President at the Air Line Pilots’ Association and Adosh Sharma, Country Commercial Manager at IKEA India. SHOW NOTES (00:00) Stories...

In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with veteran pilots Captain CS Randhawa and Captain Sam Thomas to uncover the deeper truth behind the Air India Boeing 787 crash that killed 260 people. As global media fuels speculation, this conversation goes beyond headlines. Why was only 2 seconds of the cockpit voice recording released? Could an...

In this episode of The Core Report Weekend Edition , financial journalist Govindraj Ethiraj speaks with Adosh Sharma, Country Commercial Manager at IKEA India, about how deep, on-the-ground insights from Indian families are transforming IKEA’s approach to design, retail, and sustainability. Learn how Indian living habits, cultural rhythms, and urban realities are reshaping one of the world’s most...

On Episode 636 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashvin is the Chief Strategy Officer for Consulting in Deloitte Asia Pacific as well as Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP. SHOW NOTES (00:00) Stories of the Day (05:12) Why IT stocks are pulling the indices down (15:33) A top Sebi official says staggering derivative losses could have gon...

On Episode 635 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajashree Sarna, Partner, Grant Thornton Bharat as well as Ashish Nanda, President and Digital Business Head at Kotak Securities. SHOW NOTES (00:00) Stories of the Day (00:50) Indian markets in consolidation mode (03:32) First signs of tariff impact on the US economy (08:21) Decoding India’s high tax refunds and col...

On Episode 634 of The Core Report, financial journalist Govindraj Ethiraj talks to Naushad Forbes, Chancellor of Nayanta University and Co-Chairperson of Forbes Marshall. We also feature an excerpt from our extended discussion with Algorand’s Technical Lead for India, Nikhil Varma and Anil Kakani, VP and India Head at the Algorand Foundation in our ongoing “Build On Blockchain” Series. SHOW NOTES...

On Episode 633 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist, Emkay Global Financial Services. SHOW NOTES (00:00) Stories of the Day (00:41) Indian markets want high frequency algo traders back (03:52) Silver is now the preferred metal, even over gold (04:45) Inflation hits six year low (13:05) DGCA asks airlines to inspect fuel control switches...

On Episode 632 of The Core Report, financial journalist Govindraj Ethiraj talks to Chirag Doshi, Executive Director, LGT Wealth India. We also feature an excerpt from our recent Weekend Edition interview with Sanjeev Prasad, Managing Director & Co- Head at Kotak Institutional Equities. SHOW NOTES (00:00) The Take (03:43) Have markets completely discounted Trump tariffs? (07:13) India’s direct...

What really caused the Air India Boeing 787 crash in Ahmedabad? In this Core Report Special Edition, Govindraj Ethiraj is joined by experienced airline pilot Captain Sam Thomas, President, ALPA India to break down the preliminary crash report and the unanswered questions behind it. Was it pilot error or a technical system failure? Why did both engines shut down moments after takeoff? And why was t...

Welcome to The Core Report Weekend Edition with Govindraj Ethiraj. In this episode, veteran market expert Sanjeev Prasad offers an eye-opening take on the growing disconnect between consumer brand valuations and real business fundamentals. We explore: Why popular Indian consumer brands like HUL and Nestlé may be severely overvalued How new-age competitors, private labels, and e-commerce are disrup...

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...