The Core Report

On Episode 727 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Gruenwald, Global Chief Economist at S&P Global as well as Nikhil Narendran, Partner – TMT (Technology, Media and Telecommunications) at Trilegal. SHOW NOTES (00:00) The Take (05:00) Why FP Inflows could restart soon (11:01) Trump starts rolling back tariffs on food products as inflation bites (12:11) The s...

Retail investors in India are no longer the “weak hands” of the market. They are behaving more like pros, staying invested through volatility and forcing everyone to rethink how India’s stock market really works. In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj in conversation with Mr. Pranav Haridasan, MD and CEO, Axis Securities, to decode how the Indian...

On Episode 725 of The Core Report, financial journalist Govindraj Ethiraj talks to Ramesh S Damani, Member at the Bombay Stock Exchange (BSE) as well as Chirag Doshi, Chief investment Officer-Fixed Income at LGT Wealth India. SHOW NOTES (00:00) Stories of the Day (01:00) The earnings story sinks in as mid caps race ahead (03:06) Market watchers are predicting an oil glut next year which is good ne...

On Episode 724 of The Core Report, financial journalist Govindraj Ethiraj talks to Pooja Vijay Ramamurthi, Fellow at Centre for Social and Economic Progress (CSEP) as well as Madhavi Arora, Lead Economist at Emkay Global Financial Services. SHOW NOTES (00:00) The Take (06:17) Markets perk up on trade signals (07:02) Inflation hits record low, what does that mean? (14:57) COP30 kicks off in Brazil....

On Episode 723 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Prasad, Managing Director & Co- Head at Kotak Institutional Equities. SHOW NOTES (00:00) Stories of the Day (00:48) Why the more sceptical market analysts are changing their mind on Indian markets (04:59) Is the US taking a step back from its aggressive stance on tariffs globally, including India? (07:34...

On Episode 722 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative (GTRI). SHOW NOTES (00:00) Stories of the Day (00:50) Why Indian markets are recovering now (03:14) Goldman upgrades India, reverses October2024 downgrade (05:41) Quality Control Orders and the unease of doing business (17:21) More action in India’s weight...

On Episode 721 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President–Commercial at Pharmarack as well as Shankkar Aiyar, veteran journalist, columnist and author. SHOW NOTES (00:00) Stories of the Day (00:50) Markets grapple with high intensity IPO demand, the trust factor (06:59) Consumer inflation in India is crashing (08:35) Auto sales jump. (09:44)...

On Episode 720 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, Special Advisor, SEA & Chairman at the Asian Palm Oil Alliance (APOA) as well as Amit Pabari, Managing Director at CR Forex Pvt. Ltd. SHOW NOTES (00:00) Stories of the Day (01:00) AI job cuts or AI washing (03:21) Markets seek direction (04:52) India’s problem-of-plenty in this crop (5:47) Why d...

India’s gig economy is rewriting the rules of work. Behind the rapid growth lies a deeper story — one of transformation and tension. The gig economy represents freedom and flexibility for some, uncertainty and precarity for others. In this special series, Eye on Retail , supported by Flipkart , Govindraj Ethiraj explores a conversation that examines how digital platforms, e-commerce, and logistics...

On Episode 719 of The Core Report, financial journalist Govindraj Ethiraj talks you through the big business stories of the day. We also feature an excerpt from The Core’s How India’s Economy Works, hosted by journalist and author Puja Mehra and featuring Dr. Nisha Taneja, Professor at the Indian Council for Research on International Economic Relations (ICRIER). SHOW NOTES (00:00) The Take  (06:36...

On Episode 718 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Advisory as well as Rahul Mehta, Chief Mentor at CMAI and Managing Director at Creative Garments Pvt. Ltd. SHOW NOTES (00:00) Stories of the Day (01:00) RBI’s aggressive dollar buying is draining liquidity (03:38) A market peak is close but not imminent right now (04:03) Major banks, Go...

On Episode 717 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative (GTRI) as well as Ayaz Memon, Veteran Sports Journalist and Commentator. SHOW NOTES (00:00) Stories of the Day (00:50) Will Indian markets see a strong November? (06:44) Indian exporters are now feeling the full impact of the 50% tariffs in the US. The sho...

On Episode 716 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre as well as Shankkar Aiyar, Politics Economy Analyst & Author. SHOW NOTES (00:00) The Take: Robots Coming For Our Jobs (06:55) October was a good month for the markets (09:11) Ford is back in India but to manufacture and export (11:21) What’s at stake in Bihar elections st...

#WatchNow | In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Shriram Subramanian, Founder & Managing Director of InGovern Research Services, and Hetal Dalal, President & Chief Operating Officer of Institutional Investor Advisory Services India Limited (IIAS). They unpack the growing tensions and leadership struggle inside Tata Trusts, w...

On Episode 714 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Ranade, former Chief Economist at Aditya Birla Group and former vice chancellor of the Gokhale Institute of Politics and Economics in Pune as well as, Head - Fixed Income at Kotak Mahindra Asset Management Company. SHOW NOTES (00:00) Stories of the Day (00:50) Why The Trump-Jinping meet after six years won’t re...

On Episode 713 of The Core Report, financial journalist Govindraj Ethiraj talks to Aamar Deo Singh, Senior Vice President - Equity, Commodity & Currency at Angel One. SHOW NOTES (00:00) Stories of the Day (01:10) Will Trump’s Asia visit goodwill spill over to India? (02:56) Market exuberance rules higher as Nvidia crosses $5 trillion (05:17) It's the best time in a long time for PSU banks...

On Episode 712 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Lead Economist at Emkay Global Financial Services as well as Chokkalingam G, Founder at Equinomics Research Pvt Ltd. For our Build on Blockchain segment we feature Suraj Teja, Founder at Sow & Reap. SHOW NOTES (00:00) Stories of the Day (00:50) Why is the global economy growing? (04:19) Why bankin...

On Episode 711 of The Core Report, financial journalist Govindraj Ethiraj talks to Mihir Gandhi, Partner and Leader - Payments Transformation and Fintech at PricewaterhouseCoopers Private Limited. We also feature an excerpt of journalist and author Puja Mehra’s conversation with Economist Anoop Singh in her recent episode of How India’s Economy Works . SHOW NOTES (00:00) Stories of the Day (01:00)...

On Episode 710 of The Core Report, financial journalist Govindraj Ethiraj talks to Dheeraj Sinha, Group CEO - India & South Asia at FCB and President of The Advertising Club. SHOW NOTES (00:00) The Take (04:41) Is a US-India trade deal really around the corner? (10:42) Oil markets are sceptical Trump will stay committed to Russian sanctions (11:41) Gold prices stay down but a fall is possible...

On Episode 709 of The Core Report, financial journalist Govindraj Ethiraj talks to Shalini Pillay, India Leader for the Global Capability Centres segment at KPMG in India. SHOW NOTES (00:00) Stories of the Day (00:50) Markets rise for the 6th day as optimism takes over. (02:49) US sanctions on Russian oil majors will affect India. (06:18) India’s vast talent pool is a magnet for more GCC business...

On Episode 708 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-founder & Chief Global Strategist at PACE 360 as well as Dr. Jan Mischke, co-author of the report Out of balance: What's next for growth, wealth, and debt? and Partner at the McKinsey Global Institute (MGI). SHOW NOTES (00:00) Stories of the Day (00:50) Gold prices reverse their manic run, wher...

On Episode 707 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Bansal, CEO at Amazon Pay as well as Nikhil Varma, Technical Lead, India at Algorand. SHOW NOTES (00:00) The Take (07:14) Financials are in and so are markets (08:43) Gold prices ease off but not enough for Diwali (09:26) US-China squabble again, more flights from India to China (10:38) How women entrepreneurs...

Indians own more than 60% of America’s hotels. How did the so-called “ Patel Motel Cartel ” grow from humble mom-and-pop motels to multi-billion-dollar hospitality empires? In this episode of The Core Report Weekend Edition , Govindraj Ethiraj is in conversation with Emmy & Peabody-winning filmmakers Amar Shah and Rahul Rohatgi, directors of The Patel Motel Story, whose new documentary traces...

On Episode 705 of The Core Report, financial journalist Govindraj Ethiraj talks to Mario Morales, GVP & General Manager, Semiconductors & Enabling Technologies at IDC. SHOW NOTES (00:00) Stories of the Day (00:41) The Markets Jump (02:44) Tech Results Are In (04:34) Semiconductors and AI ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

On Episode 704 of The Core Report, financial journalist Govindraj Ethiraj talks to John Pearson, Global CEO at DHL Express, from a larger conversation featured in our Weekend Edition. SHOW NOTES (00:00) Stories of the Day (00:50) Surge in gold and silver imports drives up India’s trade deficit (03:55) Oil prices fall on uncertainty but India stands to benefit (04:46) Why you will stop investing in...