The Core Report

On Episode 752 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder of the Global Trade Research Initiative (GTRI) as well as Ajay Kedia, Director, Kedia Advisory. SHOW NOTES (01:57) The markets slip further on weakening cues and outflows. (02:26) The rupee hits fresh lows on absence of trade deal. (05:49) Why is Mexico hitting India with tariffs and a look...

On Episode 751 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at Prime Database and Sanjaya Mariwala, Executive Chairman and Managing Director at OmniActive Health Technologies. SHOW NOTES (00:00) Stories Of The Day (00:20) The Take (05:11) New Industries Opening Up Are A Trigger For Long Term Markets. (10:00) Companies That Have Done Massive O...

In this episode of The Core Report weekend edition, financial journalist Govindraj Ethiraj examines the IndiGo meltdown that disrupted Indian aviation, led to widespread flight cancellations, and exposed deeper fault lines in airline safety, regulation, and passenger protection. The discussion brings together Dr Vandana Singh, Chairperson, Aviation Cargo, Federation of Aviation Industry (India) (F...

On Episode 749 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinish Bawa, Partner and Leader at Telecom PwC India and Karan Taurani, Executive VP at Elara Capital for Media, Retail, Consumer Discretionary and Internet. SHOW NOTES (00:00) Stories Of The Day (02:03) Federal Reserve Rate Cuts Cheer Markets  (04:09) The Rupee Hits A Fresh Low (07:16) Investors Are Looking At Glob...

On Episode 748 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Chief Economist at Elara Securities and Dr. Vandana Singh, Chairperson, at Aviation Cargo Federation of Aviation Industry in India (FAII). SHOW NOTES (00:00) Stories Of The Day (00:18) The Take (03:44) Markets Slide Further As Fresh Set Of Bullish Brokerage Calls Arrive (09:59) India Is Seeing Unprece...

On Episode 747 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bhalotia, General Secretary at All India Rice Exporters Association (AIREA) and Sumit Singhania, Partner at Deloitte India. SHOW NOTES (00:00) Stories Of The Day (01:02) Markets Slip Again As Santa Rally Hopes Fade (05:18) Oil Prices Are On Standby As Ukraine-Russia Talks Falter. (06:53) Indigo Says Operations...

On Episode 746 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautami Gavankar , President Banking Solutions at Kotak Mahindra Bank Limited and Sheetal Sapale, Vice President at Pharmarack. SHOW NOTES (00:00) Stories Of The Day (01:20) Unrelenting FPI Outflows (03:29) China’s Big Export Push Is Visibly Moving From The Us To Other Countries Including India. (08:12) Why Buying J...

On Episode 745 of The Core Report, financial journalist Govindraj Ethiraj talks to Dharmakirti Joshi, Chief Economist at Crisil.  SHOW NOTES (00:10) The Take (06:04) The Markets Recover On A Rate Cut and Why The Markets Divergence Is Growing Wider. (10:22) India Will Slow Down On Coal Power Plants, IEW Segment. (12:06) What The Latest Rate Cut Means For The Economy ? (22:13) Will A Netflix Acquisi...

India is sending more students abroad even as visa rules tighten and costs rise. So why are so many young Indians still choosing foreign universities over campuses at home. And what will it take to build Indian institutions that can truly compete globally and serve our demographic dividend. In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Pramath Raj Sinha, foun...

On Episode 743 of The Core Report, financial journalist Govindraj Ethiraj talks to Capt. Amit Singh a Pilot and an Aviation Safety Strategist. SHOW NOTES (00:00) Stories Of The Day (00:48) Will The Reserve Bank Cut Interest Rates Today And Markets Snap A Four Day Losing Streak. (04:59) What Is The Central Bank’s View On The Rupee ? (12:06) Indigo Says Normalcy Only By February 10, 2026. (26:16) Ap...

On Episode 742 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre and Venkata Satish Guttula who is an Independent Cybersecurity Consultant. SHOW NOTES (00:12)The Take (04:55) Markets Hesitate And Slide (08:41) What Putin’s Visit To India Means For India ? (18:02) Indigo Struggles With Cancellations, Delays. (19:09) The Government Pulls B...

On Episode 741 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head, Research, Currency and Commodity at Kotak Securities and G. Chokkalingam , Founder at Equinomics Research. SHOW NOTES (00:00)Stories Of The Day. (10:50)Market Highs Slip Away. (18:48)Why Is The Rupee Hitting New Lows Now? (19:45)What Happens When Markets Hit Peaks? (22:24)Will Russian Oil Com...

On Episode 740 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Advisory, Akhilesh Tuteja, Partner & National Leader, Clients and Markets, KPMG in India and Venkat Mangudi, Founder and CEO at Elytra Security SHOW NOTES (00:00) Stories Of The Day (00:46) Markets Predictably Struggle To Hold Highs. (05:03) What Is Driving Silver Prices To Fresh Re...

On Episode 739 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist and Head of Research and Outreach at ICRA SHOW NOTES (00:00) Stories of the Day (05:06) Is A Santa Rally Around The Corner ? (08:14) And Now, $5,000 Per Ounce For Gold By Next Year (10:24) India’s Solid Gdp Numbers, What Lies Behind Them And Will India Cut Interest Rates Next Month? (19:...

"Stop loving your stocks and start thinking like a risk manager."In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj sits down with Devina Mehra, Founder & CMD, First Global (PMS & Global funds) to unpack the biggest mistake investors make falling in love with their stocks and ignoring what the data is really saying. At a time when the Sense...

On Episode 737 of The Core Report, financial journalist Govindraj Ethiraj talks to Devina Mehra, Chairperson and Managing Director at First Global, in an excerpt from our upcoming Weekend Edition. SHOW NOTES (00:00) Stories of the Day (01:19) Sensex Hits Record 86,000 as Nifty Scales Peak in Narrow Rally (03:28) Rupee Risk Persists After RBI Sells $30 Billion to Stem Slide (04:54) Nifty’s Record C...

On Episode 736 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Officer at Q India UK. SHOW NOTES (00:00) The Take (05:09) Markets jump 1,000 points as they join global rallies (07:38) JP Morgan pitches Nifty at 30,000 in a year's time (10:10) Supply of fresh equity has likely peaked, says CLSA (11:28) The Government wants you to take note of t...

On Episode 735 of The Core Report, financial journalist Govindraj Ethiraj talks to Sajjid Chinoy, Part-Time Member, EAC-PM (Economic Advisory Council To Prime Minister) & Chief India Economist & Head of Asia Economics at JPMorgan as well as Manish Garg, CEO of Interarch Building Solutions Limited. SHOW NOTES (00:00) Stories of the Day (00:55)A new battle between Google and Nvidia and why i...

On Episode 734 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, Vice President, Shinhan Bank as well as Sachin Seth, Chairman of CRIF High Mark and Regional MD, CRIF India and South Asia. SHOW NOTES (00:00) Stories of the Day (00:50) US India trade deal or lack of it roils currency and stock markets. (03:25) Why did the RBI step back from currency markets last wee...

On Episode 733 of The Core Report, financial journalist Govindraj Ethiraj talks to Suhail Nathani, Managing Partner at Economic Laws Practice as well as Paul Jeruchimowitz, Senior Managing Director and GCC Practice Lead at Accenture. SHOW NOTES (00:00) The Take (05:09) The markets enter a new phase of volatility, clash of views. (06:03) Rupee hits an all time low as the Reserve Bank steps back. (0...

In this episode of The Core Report Weekend Edition , Financial Journalist Govindraj Ethiraj in conversation with Sajjid Chinoy , Chief India Economist & Head of Asia Economics, JPMorgan, unpacks the quiet but powerful shift inside India’s economy that is surprising global investors and reshaping the country’s growth path. India’s hidden services boom is expanding even as the world slows and th...

On Episode 731 of The Core Report, financial journalist Govindraj Ethiraj talks to Anil Rego, Co-founder and Fund Manager at Right Horizons PMS as well as Pawan Bachwal, Vice President, Head of Financial Services at Ericsson. SHOW NOTES (00:00) Stories of the Day (00:50) A 14-month wait is coming to an end as markets inch close to all time highs (03:22) Wall Street is back on buy AI stocks mode af...

On Episode 730 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President at the Seafood Exporters Association of India as well as Soumya Mohanty, Managing Director and Chief Solutions Officer, South Asia at Kantar and Graham Staplehurst, Director at Kantar BrandZ. SHOW NOTES (00:00) The Take: Finding Mechanics (04:21) Indian markets in sniffing distance of all-time...

On Episode 729 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashish Nanda, Chief Digital Business Officer, Kotak Securities. SHOW NOTES (00:00) Stories of the Day (00:55) Global markets turn nervous even as tech leaders downplay the AI boom. (02:04) Outgoing Meta AI chief blasts LLMs (04:38) Morgan Stanley updates and upgrades India outlook to 107,000 on Sensex in a year (08:...

On Episode 728 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at CRISIL Ratings. SHOW NOTES (00:00) Stories of the Day (00:50) Valuation guru says he wants to move his money into cash and collectibles (05:03) India’s mid cap index hits record high (06:23) The green shoots in Agri export exemptions in the US (07:18) Gold imports jump and drive up trade...