The Core Report

On Episode 836 of The Core Report, financial journalist Govindraj Ethiraj talks to Bhavdeep Bhatt, CEO at Northern Arc Investment Managers as well as Nikhil Sethi, National Leader Consumer Goods and Co-Lead Customer & Operations at KPMG in India. SHOW NOTES (00:00) Stories of the Day (01:00) Fresh misdirection from the United States on a possible end to the war. (05:40) Former BA and IATA CEO...

On Episode 835 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Expert as well as Indrani Bagchi, CEO at Ananta Aspen Centre. SHOW NOTES (00:00) Stories of the Day (01:00) Sensex hits two year low as oil crosses $115 per barrel (02:03) FIIs March sales at $12 billion hit all time high (02:51) A RBI intervention to control rupee speculation does not see...

On Episode 834 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, Managing Director at CR Forex Pvt. Ltd as well as Karan Marwah, Partner & Leader, CFO Advisory & IPO Advisory Services at Grant Thornton Bharat. SHOW NOTES (00:00) The Take (06:26) Brace for another tough week as US troops land in West Asia. (10:02) Gas supply being stepped up to industries and...

Why India still does not set global agri commodity prices is a question that impacts markets, farmers, businesses, and the future of India’s economy. In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Arun Raste, CEO, National Commodity & Derivatives Exchange to break down India’s agri commodity markets, price discovery, and why India is not...

On Episode 832 of The Core Report, financial journalist Govindraj Ethiraj talks to Ben Powell, Managing Director, Chief Investment Strategist for APAC within the BlackRock Investment Institute.  SHOW NOTES (00:00) Stories of the Day (01:00) Global Markets turn nervous again as US-Iran peace talks falter without starting (02:29) What a US ground invasion will target (03:21) India has crude supplies...

On Episode 831 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India).  SHOW NOTES (00:00) Stories of the Day (01:09) The markets rise for the second day as oil prices fall on peace manoeuvres (03:22) Influential voices in the US like Blackrocks Larry Fink want Iran to be neutralised. What does that me...

On Episode 830 of The Core Report, financial journalist Govindraj Ethiraj talks to Capt. Shiv Samrat Kapur, Managing Director of the India arm at Sentosa Ship Brokers as well as Vivek Kaul, Author and Columnist.  SHOW NOTES (00:00) Stories of the Day (01:00) The markets recover on Tuesday but on tenterhooks once again (03:41) Net FDI has contracted for the fifth month in a row (04:53) LPG imports...

On Episode 829 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Shah, economist and co-founder of the XKDR Forum as well as Richa Sawhney, Partner at Grant Thornton Bharat. SHOW NOTES (00:00) Stories of the Day (00:50) Trump makes a fresh gesture of temporary peace even as Israel continues to pound Tehran leaving markets confused as always (04:28) How India is quite literal...

On Episode 828 of The Core Report, financial journalist Govindraj Ethiraj talks to Ankit Hakhu, Director at Crisil Ratings as well as Manisha Kapoor, CEO at The Advertising Standards Council of India (ASCI). SHOW NOTES (00:00) The Take (05:00) Oil prices set to spike and markets fall as the United States gets set for fresh attack on Iran (07:34) The rupee has another bad day and it could get worse...

On Episode 827 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder of the Global Trade Research Initiative (GTRI) as well as Amit Tandon, Founder and Managing Director at Institutional Investor Advisory Services (IIAS). SHOW NOTES (00:00) Stories of the day (01:00) Markets tank again, give up three days of gains on US threats to attack Iran’s gas fields aga...

On Episode 826 of The Core Report, financial journalist Govindraj Ethiraj talks to Narendra Taneja,Chairman of the Independent Energy Policy Institute as well as Anindya Banerjee, Senior VP and Head of Commodity Research (Currency, Commodities and Interest Rates) at Kotak Securities . SHOW NOTES (00:00) Stories of the day (01:09) No let up in West Asia as bombing continues as the US might resort t...

On Episode 825 of The Core Report, financial journalist Govindraj Ethiraj talks to Sourav Mitra, Partner–Oil & Gas at Grant Thornton Bharat as well as Ambareesh Baliga, Market Expert. SHOW NOTES (00:00) Stories of the day (01:00) The US wants to militarily control the Strait of Hormuz, even as ships of countries friendly to Iran are passing through (03:56) How Indian institutional investors ar...

On Episode 824 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Ashish Lele, Director at CSIR-National Chemical Laboratory as well as Amit Kumar Sharma, Head – Americas at VFS Global. SHOW NOTES (00:00) Stories of the day (01:00) The Iran war reaches a fresh turning point as the US attempts to drag other countries into the mix falters. (03:50) Markets snap a three day run, r...

On Episode 823 of The Core Report, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, economic journalist, columnist and author. SHOW NOTES (00:00) The Take (06:36) Markets set for another tough week as the US realises its an asymmetric war. (13:50) Understanding the butterfly effect on the global economy. (21:48) Malaysia has walked out of its trade deal with the United States. India...

At just 18 years old, Boyan Slat started a mission to clean the oceans after a shocking moment at 16 — seeing more plastic than fish while scuba diving. In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Boyan Slat, CEO, The Ocean Cleanup WE about how technology, innovation, and global collaboration can tackle one of the planet’s biggest environm...

On Episode 821 of The Core Report, financial journalist Govindraj Ethiraj talks to Ankita Pathak, Head – Global Investments at Ionic Asset as well as Indrani Bagchi, CEO at Ananta Aspen Centre. SHOW NOTES (00:00) Stories of the Day (01:00) There is no end in sight to the war as all sides dig in. (03:27) The markets are not consoled with promises of more oil supplies, globally and in India. (04:57)...

On Episode 820 of The Core Report, financial journalist Govindraj Ethiraj talks to Manas Majumdar, Partner– Oil & Gas Sector Leader at PwC India as well as Ajay Rotti, Founder and CEO at Tax Compaas. SHOW NOTES (00:00) Stories of the Day (00:50) The markets crash further on war uncertainty and ships under attack in the Strait of Hormuz. (05:57) India is well geared to absorb shocks even as the...

On Episode 819 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Dubey, senior research analyst, refining and modelling at Kpler. We also feature an excerpt from our India Energy Week conversation with Kamal Kishore Chatiwal, Managing Director of Indraprastha Gas Limited (IGL). SHOW NOTES (00:00) Stories of the Day (01:00) Markets rebound on falling gas prices and likely r...

On Episode 818 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashima Tyagi, Economics Associate Director, Pricing & Purchasing at S&P Global Market Intelligence as well as Amit Pabari, Managing Director at CR Forex. We also feature an excerpt from our Weekend Edition conversation with Chintan Haria, Principal Investment Strategist at ICICI Prudential Asset Management C...

On Episode 817 of The Core Report, financial journalist Govindraj Ethiraj talks to Sourav Mitra, Partner – Oil & Gas at Grant Thornton Bharat as well as Saugata Bhattacharya, Member of the Monetary Policy Committee at Reserve Bank of India. SHOW NOTES (00:00) The Take (04:41) Why oil prices are the most critical indicator to watch this week. (07:58) Between oil and gas, how will India cope in...

Best Investment Strategy for 2026 Market Uncertainty | How to Protect and Grow Wealth in Uncertain Markets — In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Chintan Haria, Principal Investment Strategist at ICICI Prudential Asset Management Company Limited, about how investors should think about investment strategy in 2026 as markets face risi...

On Episode 815 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA as well as Sehul Bhatt, Director at CRISIL Limited. SHOW NOTES (00:00) Stories of the Day (01:09) Markets jump in best session in over a month (05:24) Why India has to brace for a gas shock. (12:17) India imported $98.7bn worth of goods from West Asia in 2025, making the region a cr...

On Episode 814 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bhalotia, General Secretary of All India Rice Exporters Association (AIREA) as well as Sudhir Sethi, Founder and Chairman at Chiratae Ventures.  SHOW NOTES (00:00) Stories of the Day (00:50) LNG gas supply crunch builds up as Indian importers declare a formal force majeure (03:31) Markets take a fresh knock but...

On Episode 813 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Amit Goenka, Founder, Chairman and Managing Director at the Nisus Finance Group (NiFCO).  SHOW NOTES (00:00) Stories of the Day (01:09) Gas supplies to critical industries like fertiliser and power will see cuts as Qatar shuts production (02:27) The amazing US argument for exporting its LNG to other countries. (...

On Episode 812 of The Core Report, financial journalist Govindraj Ethiraj talks to Shajikumar Devakar, Co-Founder & CEO at Neo Wealth Management, as well as Ajay Kedia, Director at Kedia Advisory. SHOW NOTES (00:00) Stories of the Day (00:50) Markets take a beating on war tensions but seem to have avoided the worst, for now (04:37) Indian carriers are second most affected even as thousands of...