The Core Report

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...

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...