The Core Report

On Episode 776 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Charkha, Partner at Economic Laws Practice. We also feature an excerpt from our recent India Energy Week interview featuring Atanu Mukherjee, President and CEO at Dastur Energy. SHOW NOTES (00:00) The Take (05:43) Markets operate in technical territory as they wait for fresh triggers (05:59) WEF, Davos kicks o...

Why Oil Prices May Stay Low In 2026 and what it means for India is a question shaping business decisions, policy debates, and household economics across the country. In this India Energy Week 2026 special episode of The Core Report, Govindraj Ethiraj speaks with Atanu Mukherjee, CEO Dastur Energy to break down the global energy outlook for 2026, why oil supply is likely to stay ahead of demand, an...

On Episode 774 of The Core Report, financial journalist Govindraj Ethiraj talks to Nishank Goyal, CEO at Masters India. SHOW NOTES (00:00) Stories of the Day (01:14) Iran tensions lead to markets flip flopping (03:12) Gold, silver hit record highs again, quite predictably (04:03) Indian exports to the US are holding steady for now (05:52) Oil prices pull back as US says will not attack Iran for no...

On Episode 773 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert as well as Uday Ved, Partner – Tax services at KNAV. SHOW NOTES (00:00) Stories of the Day (00:50) Markets fall as fresh tariff jitters hit India (04:15) What lies beneath the choppiness in Indian markets? (16:39) An India-EU deal could be around the corner (17:34) The US targets Iran but i...

On Episode 772 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at the Federation of Automobile Dealers Associations (FADA). We also feature an excerpt from our upcoming India Energy Week interview featuring Atanu Mukherjee, President and CEO at Dastur Energy. SHOW NOTES (00:00) Stories of the Day (01:09) Markets rise but on the basis of signals that se...

On Episode 771 of The Core Report, financial journalist Govindraj Ethiraj talks to Lloyd Mathias, Investor and Board Director. We also feature an excerpt from our recent India Energy Week interview with Sandeep Kumar Gupta, Chairman and Managing Director of GAIL (Gas Authority of India Limited). SHOW NOTES (00:00) The Take (05:29) Q3 results unlikely to provide significant market boost (07:58) Ind...

Why natural gas is becoming India’s most important energy fuel and how GAIL is using AI and gas pipelines to power India’s growth is the focus of this Core Report India Energy Week 2026 Special Episode. Govindraj Ethiraj speaks with Sandeep Kumar Gupta, Chairman & MD, GAIL (India) about how the expansion of India’s gas pipeline network and LNG sourcing is reshaping the country’s energy landsca...

On Episode 769 of The Core Report, financial journalist Govindraj Ethiraj talks to Sushil Choksey, Director, Indus Equity Advisors. We also feature an excerpt from our recent India Energy Week interview with Arvinder Singh Sahney, Chairman of IOCL. SHOW NOTES (00:00) Stories of the Day (00:50) Markets take a beating on 500% tariff threat (04:13) Inflation could come in around 1.5% for the last mon...

On Episode 768 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, Founder and Chief Executive Officer at Vanda Insights as well as Gulam Zia, Senior Executive Director, Research Advisory, Infrastructure And Valuation at Knight Frank. SHOW NOTES (00:00) Stories of the Day (01:09) Geopolitical tensions are in full sway over Indian markets (03:31) Rupee rises above Rs 9...

Indian Oil is turning fuel pumps into energy hubs and it signals a fundamental shift in how India will power mobility and growth. In The Core Report India Energy Week 2026 Special Edition, Govindraj Ethiraj speaks with Arvinder Singh Sahney, Chairman, IOCL about why petrol pumps are becoming multi energy stations with EV charging, CNG, battery swapping, renewables, and future fuels. This episode e...

On Episode 767 of The Core Report, financial journalist Govindraj Ethiraj talks to Dinshaw Irani, Managing Director and CEO at Helios Capital as well as Dr Sanjaya Baru, the author of the book Secession of the Successful: The Flight Out of New India. SHOW NOTES (00:00) Stories of the Day (01:00) Global markets including Asia are zooming ahead even as India lags (05:45) Reliance stock takes a knock...

On Episode 766 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-founder and Chief Global Strategist at PACE 360 as well as Anindya Banerjee, Head – Currency and Commodity Research, Kotak Securities. SHOW NOTES (00:00) Stories of the Day (01:00) The Markets May Be Near Their Highs But Why They Are Not Really Going Anywhere (04:32) What Venezuela Could Mean Not Just...

On Episode 765 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre. We also feature an excerpt from our recent Energy Special featuring Vartika Shukla, Chairman and Managing Director at Engineers India Limited (EIL). SHOW NOTES (00:00) The Take (05:19) Will third quarter results power markets further? (08:52) Why Venezuela is unlikely to aff...

India’s energy transition is entering a decisive phase. In this India Energy Week 2026 Energy Special episode of The Core Report, we explore how solar cookers and modular nuclear reactors reflect the scale and ambition of the engineers transforming India’s energy future. Financial Journalist Govindraj Ethiraj speaks with Vartika Shukla, Chairman & MD, Engineers India Limited (EIL), on what it...

In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj is in conversation with Gurcharan Das, author and commentator, on whether 2026 could become India’s biggest reform moment since 1991 and if the country can finally cut red tape, boost manufacturing, and create jobs at scale. As US tariffs and global trade shifts reset supply chains, India has responded with...

Will We Say Goodbye to OTPs in 2026? As India enters the next authentication era, this episode of The Core Report explores whether one-time passwords are finally reaching the end of the road and what could replace them in banking, payments, and everyday digital life. In this special edition, Govindraj Ethiraj speaks with Pramod Varma, Co-Founder & Chief Architect, Networks For Humanity (NFH),...

Growth Up Inflation Down. How India Defied Economic Logic? That question shapes this Core Report Special Edition with Govindraj Ethiraj, as India closes out 2025 with stronger GDP growth even as inflation cooled sharply. Govindraj Ethiraj speaks with DK Joshi, Chief Economist at CRISIL Ratings, on the biggest macro surprises of 2025 and what India should watch in 2026. They break down why GDP grow...

How India Is De-Risking Oil Exploration One Well At A Time is the focus of this in-depth conversation on The Core Report with Govindraj Ethiraj. As India looks to secure its energy future, this episode explores how ONGC is changing the way it approaches oil exploration, reducing risk one well at a time while navigating geopolitics, technology shifts, and rising energy demand. In this discussion, F...

  On Episode 759 of The Core Report, financial journalist Govindraj Ethiraj talks to Saurav Ghosh, co-founder of Jiraaf as well as Amit Prothi, Director General at the CDRI. SHOW NOTES (00:00) Stories of the Day (01:48) Markets have thinned out now as traders take a break (05:10) Copper joins the party, hits all time highs along with gold and silver (07:05) How the dollar is heading for its weakes...

On Episode 758 of The Core Report, financial journalist Govindraj Ethiraj talks to Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP as well as Parizad Sirwalla, Partner and National Head – Tax, Global Mobility Services, KPMG in India. SHOW NOTES (00:00) Stories of the Day (01:09) The markets are up as FIIs step in for some late or early buying (11:28) Why an appreciating Thai Baht sh...

On Episode 757 of The Core Report, financial journalist Govindraj Ethiraj talks to Ranjit Rath, Chairman & Managing Director, Oil India Limited (in an excerpt from our recent Energy Special) as well as Shankkar Aiyar, veteran economic journalist, columnist and author. SHOW NOTES (00:00) The Take (05:38) Financial stocks are doing well in a sign that markets will do well (08:13) India joins the...

How an Indian oil giant is leading the critical minerals race is now central to India’s energy security and industrial future. In this Core Report Energy Special 2026, Financial Journalist Govindraj Ethiraj speaks with Ranjit Rath, Chairman & Managing Director, Oil India Limited on why critical minerals like graphite, vanadium, potash, and rare earths are becoming strategic for India and how O...

On Episode 755 of The Core Report, financial journalist Govindraj Ethiraj talks to Manas Majumdar Partner and Leader Oil & Gas, Fuels & Resources, PwC India. SHOW NOTES (01:00) Shares drift down the fourth consecutive session (02:45) Rising apprehension over Oracle’s finances, a key player in the AI infra game (04:27) Sebi would like more women to invest in debt (05:06) 2026 is a busy year...

On Episode 754 of The Core Report, financial journalist Govindraj Ethiraj talks to Biswapriya Bhattacharjee, Director, B2B and Technology- South Asia, Kantar as well as Connor Hill, Head of Circularity at Ingka Group. SHOW NOTES (01:00) Markets need two cues to turn around, they are not in sight (02:06) The rupee turns around after the RBI goes on attack mode (04:12) Let this sink in: Silver is up...

On Episode 753 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. SHOW NOTES (01:00) Why the markets are caught in a perfect storm involving the rupee (06:23) Leading global crude indicators are pointing towards a fall in prices now. The IEW Segment (08:06) The paradox of...