The Core Report

On Episode 529 of The Core Report, financial journalist Govindraj Ethiraj talks to Sumit Jain, Deputy CIO at ASK Investment Managers Private Limited as well as Karan Taurani, Senior Vice President - Research Analyst (Media, Consumer Discretionary & Internet) at Elara Capital. SHOW NOTES (00:00) Stories of the Day (01:09) Can The Sensex Hit 105,000 by December 2025 (03:33) Going back to the 101...

On Episode 528 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Officer (CIO) at Q India UK (affiliate of Quantum Advisors India) as well as Vikash Agarwalla, Managing Director and Partner at Boston Consulting Group (BCG). SHOW NOTES (00:00) Stories of the Day (01:00) The US is headed into recession and India into recovery (03:36) Why India stands...

On Episode 527 of The Core Report, financial journalist Govindraj Ethiraj talks to Dhairyashil Patil, President of the All India Consumer Products Distributors Federation (AICPDF). SHOW NOTES (00:00) The Take (04:50) The markets saw their best week in three months, where will they go next? (07:50) The dollar is weak and the rupee is steady (08:20) Large gold shipments continue to move around the w...

AI is reshaping the future of consumer goods, logistics, and quick commerce. In this conversation, Govindraj Ethiraj speaks with Suresh Narayanan, Chairman & MD of Nestlé India, about how AI is helping companies optimize supply chains, demand forecasting, procurement, and distribution. From reducing logistics costs by 500 million rupees to using AI for better coffee and cocoa price predictions...

On Episode 525 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder, Equinomics Research & Advisory Pvt Ltd as well as C S Vigneshwar, President, Federation of Automobile Dealers Associations (FADA). SHOW NOTES (00:00) The Take (03:43) Markets continue their upward rise on lower oil prices (15:01) The RBI could tighten norms for lending against gold in si...

On Episode 524 of The Core Report, financial journalist Govindraj Ethiraj talks to Chandrakant Lahariya, Consultant Physician and Founder- Director Foundation for People-centric Health Systems (FPHS) as well as Prabhu Dhamodharan, Convenor at the Indian Texpreneurs Federation. SHOW NOTES (00:00) The Take (04:41) The markets stage a smart rebound. Will they hold (07:17) Reliance Retail’s valuation...

On Episode 523 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Arunabha Ghosh, CEO, Council on Energy, Environment and Water (CEEW). SHOW NOTES (00:00) Stories of the Day (01:00) Markets on standby as tariff bombs start dropping (03:12) Oil prices are sliding down now even as gold prices look up (04:27) Trump friendly WSJ calls tariffs the dumbest move for whacking friends n...

On Episode 522 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, veteran market analyst as well as Captain Sam Thomas, President of the Airline’s Pilots Association of India (ALPA). SHOW NOTES (00:00) Stories of the Day (00:50) Markets on pause as more tariff bombs start flying (14:26) Why does the Government like gold? (16:19) FDI into India has fallen in the last qu...

On Episode 521 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda as well as Ajit Velonie, Senior Director at CRISIL Ratings Ltd. SHOW NOTES (00:00) The Take (05:38) Can Indian markets recover from this drubbing? (09:53) India’s GDP last year was now 9.2%. It has emerged even as GDP for the third quarter rises (11:13) Outlook for t...

In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Harsh Mariwala, Chairman of Marico, to discuss his incredible journey of building one of India’s most successful consumer goods companies. Discover how his passion for innovation and entrepreneurship transformed Marico into a market leader with iconic brands like Parachute and Saffola. SHOW NOTES(00:00) Introducti...

On Episode 519 of The Core Report, financial journalist Govindraj Ethiraj talks to Varun Singh, Managing Director at XIPHIAS - Certified Investment Migration consultant. We also feature an excerpt from a recent panel discussion moderated by the Core’s editor-in-chief (at BioAsia 2025 in Hyderabad) which featured amongst others G.V. Prasad, Co-Chairman & Managing Director Dr. Reddy's Labora...

On Episode 518 of The Core Report, financial journalist Govindraj Ethiraj talks to Bjarne Schieldrop, Chief Commodities Analyst of SEB Research. We also feature an excerpt from our interview with Noshir Kaka, Senior Partner, Mumbai at McKinsey & Company from the recent Nasscom Technology Leadership Forum 2025 in Mumbai. SHOW NOTES (00:00) Stories of the Day (01:29) The markets are still strugg...

On Episode 517 of The Core Report, financial journalist Govindraj Ethiraj talks to Kinjal Shah, Senior Vice President & Co-Group Head, Corporate Ratings, ICRA. We also feature an excerpt from our interview with C Vijayakumar, CEO at HCL Tech from yesterday’s Nasscom Technology Leadership Forum in Mumbai. SHOW NOTES (00:00) Stories of the Day (01:19) Markets hammered once again even as institut...

On Episode 514 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at PRIME Database Group; Kunal Shah, Head of Commodities at Nirmal Bang as well as Amit Pabari, Managing Director at CR Forex Advisors. SHOW NOTES (00:00) The Take: A Minister’s Bad Flight Sparks a Bigger Question (05:38) Small and mid cap indices are fighting back (08:45) Rupee is s...

The COVID-19 pandemic disrupted education for over two years, causing significant learning loss among millions of children across India. In this insightful interview, Govindraj Ethiraj speaks with Anurag Behar, CEO of Azim Premji Foundation, about the innovative and impactful strategies implemented to recover learning loss and rebuild foundational literacy and numeracy among students. (00:00) Intr...

On Episode 514 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at PRIME Database Group; Kunal Shah, Head of Commodities at Nirmal Bang as well as Amit Pabari, Managing Director at CR Forex Advisors. SHOW NOTES (00:00) Stories of the Day (01:00) The large caps are weak but the mid and small cap segments are rising (05:12) The untold story. FPIs s...

On Episode 513 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Head Investment Strategist of Geojit Securities as well as B.V. Krishna Rao, president of the Rice Exporters' Association (REA). SHOW NOTES (00:00) The Take (04:31) Are the markets circling the bottom even as they fight back? (17:07) S&P says limited impact of US tariffs on India as it is a dom...

On Episode 512 of The Core Report, financial journalist Govindraj Ethiraj talks to Probal Sen, Senior Analyst, Indian Oil & Gas Sector at ICICI securities. SHOW NOTES (00:00) Stories of the Day (01:00) The markets are flat again and that’s a good sign (03:27) Fresh upside targets set as Trump uncertainties drive up gold prices again (06:15) Making sense of Trump’s reciprocal tariffs on India,...

On Episode 511 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder, Global Trade Research Initiative as well as Jaspreet Bindra, Co-Founder and CEO of AI&Beyond. SHOW NOTES (00:00) Stories of the Day (01:00) Markets breakthrough on the 8th day to end positive. (02:28) Gold prices continue to rise on Trump induced uncertainty (03:53) India is unveiling m...

On Episode 510 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO of Ananta Aspen Centre as well as Sheetal Sapale, Vice President at Pharmarack. SHOW NOTES (00:00) The Take (05:57) Indian markets fall below $4 trillion (08:06) China gained $1.3 trillion even as India lost $760 billion as funds rotated back into China after DeepSeek (10:17) What was India hopin...

This week financial journalist Govindraj Ethiraj is joined by Dheeraj Sinha Group CEO- India and South Asia, at FCB. They discuss the competitiveness of Indian Brands in the global market, catering to different markets in terms of marketing campaigns, improvements in Indian Product design, adapting to short form video, working with influencers and much more. Tune in for insights on marketing and c...

On Episode 508 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas as well as Avinash Gorakshakar, Head Research at Profitmart Securities Pvt. Ltd. We also feature an excerpt from our interview with Sandeep Kumar Gupta , Chairman and Managing Director, GAIL (India) limited. SHOW NOTES (00:00) Stories of the Day (00:41) The markets slide fo...

On Episode 507 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist at rating agency ICRA. We also feature an excerpt from our interview with Akshay Kumar Singh, Managing Director and Chief Executive Officer of Petronet LNG Ltd (PLL). SHOW NOTES (00:00) Stories of the Day (00:50) The bulls and bears fight it out once again as markets slip for the 6th day...

This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Akshay Kumar Singh, Managing Director and Chief Executive Officer of Petronet LNG Ltd (PLL). They discuss Petronet LNG's current plans for expansion, their foray into petro-chemicals, sectors with the best scope for growth and much more. Tune in for insights in...

This week, on our Energy Special series as part of the India Energy Week 2025 (Feb 11-14), financial journalist Govindraj Ethiraj talks to Kamal Kishore Chatiwal, Managing Director at Indraprastha Gas Limited. They discuss the technical aspects of the Natural Gas supply chain, IGL's processing capacity, their research into LNG, Production + Benefits of Biogas and much more. Tune in for insight...