The Core Report

On Episode 800 of The Core Report, financial journalist Govindraj Ethiraj talks to T Koshy, Former MD and CEO of the Open Network for Digital Commerce (ONDC). SHOW NOTES (00:00) Stories of the Day (01:14) Anthropic says Indians are heavy duty users of its tool (03:01) Markets recover from AI scare trades (04:41) The India AI Impact Summit kicks off with interesting sessions, curation and some glit...

On Episode 799 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Singh, CIO - Equities at Tata Mutual Fund. We also feature an excerpt from our previous interview with C Vijayakumar, Managing Director and CEO at HCLTech, from our 2025 series NASSCOM conversations. SHOW NOTES (00:00) Stories of the Day (00:50) Why AI scare trading could continue this week too (02:51) Were In...

How India Can Stop Global Capital From Leaving Its Markets? In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Ananth Narayan Gopalakrishnan, Former Whole Time Member of SEBI, to decode the real reasons behind capital flight from India, rising FPI/FII outflows, and what reforms could make India’s capital markets more globally competitive. India’s growth story remains...

On Episode 797 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, VP Commercial at Pharmarack AWACS as well as Aditi Nayar, Chief Economist and Head of Research & Outreach at ICRA.  SHOW NOTES (00:00) Stories of the Day (01:00) The IT fear wave is spreading and bringing down markets (05:34) IEA lowers global oil demand forecast for 2026 (06:11) India’s inflatio...

On Episode 796 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhu Dhamodharan, Convenor of the Indian Texpreneurs Federation as well as Priyam Gandhi-Mody, Executive Director, Future Economic Cooperation Council (FECC). SHOW NOTES (00:00) Stories of the Day (01:00) Financials are powering the benchmarks as markets stay flat (03:27) Indigo says it has complied with norms it...

On Episode 795 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President of the Federation of Automobile Dealer’s Association (FADA) as well as Amit Goel, Co-founder & Chief Global Strategist at PACE 360. SHOW NOTES (00:00) Stories of the Day (00:50) Foreign portfolio investments are keeping the market steady, despite whiffs of negative news (02:21) Investme...

On Episode 794 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Kanoria, Chairman of the Indian Tea Exporters Association. We also have an excerpt from our recent panel discussion “Tax and Tariffs” featuring Ajay Rotti, Founder of Tax Compaas; Madhavi Arora, Chief Economist at Emkay Global; Ritesh Kanodia, Partner—Indirect Tax Litigation and Advisory at Aurtus; and Rahu...

On Episode 793 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre. We also feature an excerpt from our recent interview with Nitin Saini, Vice President – Marketing at Mondelez India (Full video is available on youtube) . SHOW NOTES (00:00) Stories of the Day (05:09) The markets will have to decipher a fresh set of India-US deal announcemen...

On Episode 792 of The Core Report, financial journalist Govindraj Ethiraj talks to Vaibhav Porwal, Co-founder at Dezerv as well as Dr Nipun Sharma, CEO at TeamLease Degree Apprenticeship. SHOW NOTES (00:00) Stories of the Day (01:15) A formal trade deal with the US is at least 6 weeks away (04:37) What could drive markets in the next few months? (14:41) Middle east tensions are driving oil prices...

On Episode 791 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhishek Bisen, Head of Fixed Income, Kotak Mahindra AMC as well as Ajay Srivastava, Founder at Global Trade Research Initiative (GTRI). We also feature testimonials from attendees at our recent exclusive roundtable discussion. SHOW NOTES (00:00) Stories of the Day (00:41) Why markets have to reckon with two powerfu...

On Episode 790 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP, Geojit Financial Services as well as Krishan Arora, Partner and Indirect Tax National Leader at Grant Thornton Bharat LLP. SHOW NOTES (00:00) The Take (04:02) Markets zoom on India-US trade deal but could the fine print put a damper? (04:48) Why the Rupee’s revival may be in question. (05:27...

On Episode 789 of The Core Report, financial journalist Govindraj Ethiraj talks to Prasanna Tantri, Associate Professor of Finance and the Executive Director of the Centre for Analytical Finance at the Indian School of Business (ISB) as well as Rajesh Sinha, Independent Director at Sahyadri Farms. SHOW NOTES (00:00) Stories of the Day (00:50) India-US Trade Deal Finalised (02:41) The markets are u...

On Episode 788 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautam Khattar, Principal Price Waterhouse & Co LLP, Uday Ved, Partner at KNAV as well as Jairaj Purandare, Chairman of JMP Advisors in an excerpt from an extensive discussion ( Available here on our youtube channel ). Our reporters were also on the ground to gather responses to the Union Budget 2026 from indust...

On Episode 787 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Commodities, Himanshu Sinha, Head of Tax Practice at Trilegal as well as Shankkar Aiyar, veteran economic journalist and author. SHOW NOTES (00:00) Stories of the Day (00:50) Fear is driving up gold and silver prices even as the dollar stays weak. (05:09) India is an oasis of macro stab...

On Episode 786 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Ajit Ranade, Economist and Former Vice Chancellor of Gokhale Institute of Politics and Economics in Pune as well as Ashok Atluri, Chairman and Managing Director at Zen Technologies. SHOW NOTES (00:00) Stories Of The Day (01:00) It's the worst start to a year in a decade, will it shift? (05:03) Gold now clear...

On Episode 785 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Notani, Partner, Economic Laws Practice as well as Krishan Arora, Partner and India Investment Advisory Services Leader at Grant Thornton Bharat. We also feature an excerpt from our India Energy Week interview featuring Energy Expert Anas Alhajji. SHOW NOTES (00:00) The Take (03:14) The markets struggle to ma...

On Episode 784 of The Core Report, financial journalist Govindraj Ethiraj talks to Chakri Lokapriya, Chief Investment Officer at LGT Wealth Management as well as Ajay Rotti, Founder and CEO of Tax Compaas. We also feature an excerpt from our India Energy Week interview featuring Sanjay Khanna, Director (Refineries) with additional charge of Chairman and Managing Director at BPCL. SHOW NOTES (00:00...

Oil surplus or illusion is the question shaping energy market forecasts for 2026, and this episode explains why the answer may not be what most expect. In this India Energy Week 2026 special episode of The Core Report, financial journalist Govindraj Ethiraj speaks with Energy Expert Anas Alhaji on why forecasts of a massive oil surplus in 2026 may be deeply misleading. Drawing on data, trade flows...

Why CNG is beating petrol and diesel in India’s cities is no longer a prediction. It is already changing everyday mobility and household energy choices across urban India. In this India Energy Week 2026 special episode of The Core Report, Financial Journalist Govindraj Ethiraj speaks with Kamal Kishore Chatiwal, Managing Director, Indraprastha Gas Limited. The conversation explains why CNG adoptio...

From Oil To Hydrogen BPCL’s roadmap for India’s energy transition is at the heart of this special episode of The Core Report from India Energy Week 2026. Financial journalist Govindraj Ethiraj is in conversation with Sanjay Khanna, Director Refineries and Additional Charge of Chairman and Managing Director at BPCL, on how India’s energy future is being shaped amid global uncertainty and rising dem...

On Episode 780 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijai Mantri, Founder & Chief Investment Strategist at JRL Money as well as Anindya Banerjee, Head – Currency & Commodity Research, Kotak Securities. We also feature an excerpt from our recent India Energy Week interview with Vikas Kaushal, Chairman and Managing Director at HPCL. SHOW NOTES (00:00) Stories o...

India Energy Outlook 2026 looks at how India’s oil giants and oil CEOs are preparing for energy shocks amid global uncertainty. In this India Energy Week 2026 special episode of The Core Report, Financial Journalist Govindraj Ethiraj is in conversation with Vikas Kaushal, Chairman & Managing Director of HPCL, on the future of India’s oil, gas, and energy sector. As India targets high economic...

On Episode 779 of The Core Report, financial journalist Govindraj Ethiraj talks to Monisha Advani, one of the founding partners of Emmay Entertainment (the company that produced the Freedom at Midnight series). We also feature an excerpt from our recent episode of our show How India’s Economy Works, hosted by journalist and author Puja Mehra and featuring Dr. Jahangir Aziz, Economist (Head Emergin...

On Episode 778 of The Core Report, financial journalist Govindraj Ethiraj talks to Professor Prasanna Tantri, Associate Professor of Finance and Executive Director of the Centre for Analytical Finance (CAF) at ISB as well as Ambareesh Baliga, Market Expert. SHOW NOTES (00:00) Stories of the Day (00:50) India joins global markets in Greenland-triggered fall (04:28) Silver and gold continue to rise...

On Episode 777 of The Core Report, financial journalist Govindraj Ethiraj talks you through the top business news of the day. We are also featuring excerpts from our recent India Energy Week interview featuring Arun Kumar Singh, Chairman and Managing Director at the Oil and Natural Gas Corporation (ONGC) as well as from our In Studio interview featuring Anuj Kumar, Managing Director at CAMS. SHOW...