The Core Report

The global economy is shifting from low-cost manufacturing towards secure and resilient supply chains, changing how capital flows across emerging markets. In this episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Jahangir Aziz, Co-Head of Macroeconomic Research, J.P. Morgan, about India's foreign investment challenges and its opportunity to position itself as a secure manuf...

On Episode 989 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder at Equinomics Research as well as Vivek Merchant, Director at Swan Defence and Heavy Industries Limited (SDHI) from our extended Special Edition interview . SHOW NOTES (00:00) Stories of the Day (01:13) Liquidity Stretched Markets Take A Dive On Bank Bad News (01:40) US President Donald Trump...

On Episode 988 of The Core Report, financial journalist Govindraj Ethiraj talks to HP Ranina, Supreme Court advocate, chartered accountant, and expert on Indian tax and corporate laws. SHOW NOTES (00:00) Stories of the Day (01:13) Oil Prices Steady As Markets Watch US-Iran Talks In New York (02:04) Why A Diesel Shortage In The West Could Become A Global Challenge  (05:52) A Fresh Bull Case For Gol...

On Episode 987 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Batra, Head of Asia & Co-Head of Global Emerging Markets Equity Strategy and Chief India Equity Strategist at J.P. Morgan as well as Nikhil Dubey, Senior Research Analyst, Refining & Modeling at Kpler. SHOW NOTES (00:00) Stories of the Day (01:17) Iran Makes Fresh Overture For Peace Even As UN General...

On Episode 986 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Lohia, Managing Director of Jupiter Wagons. We also feature an excerpt from our recent Special Edition featuring Dr. Rajiv Kumar, former Vice Chairman of NITI Aayog and Chairman of Pahle India Foundation. SHOW NOTES (00:00) Stories of the Day (00:50) UN General Assemby Meets In New York, Will It Provide The Pa...

On Episode 985 of The Core Report, financial journalist Govindraj Ethiraj talks to Hetal Dalal, President and COO at IiAS as well as Abizer Diwanji, Founder at NeoStrat Advisors. SHOW NOTES (00:00) The Take (04:41) Markets Brace For A Tough Week With War Intensifying In Multiple Theatres (08:25) Direct Tax Collections Continue To Rise (09:41) Did The Tata Sons Board Overstep Its Authority In Reapp...

Retail investors often discover how much risk they have taken only after a trade goes wrong. What can they learn from institutional investors about managing money before that happens? In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with Sandeep Nayak, Managing Director and CEO of Centrum Finverse, about why retail investors lose money, how emotions...

Why are Indian business leaders investing in nature? Harish Yarlagadda, Shloka Nath and Dr Ravi Mariwala explore how climate philanthropy, biodiversity conservation and water security connect to India’s economic future. In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Harish Yarlagadda, founder and chief mentor of Malakshmi Group and co-founder of Dharmavana Nature...

On Episode 982 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Kapoor, Managing Director and CEO, Private Wealth at JM Financial in an excerpt from our Special Edition as well as Ratan Kumar Kesh, Executive Director & COO at Bandhan Bank. SHOW NOTES (00:00) Stories of the Day (00:50) India Puts Its Foot Down On Potential US Tariff Threat On Russian Oil Purchases (04:00...

On Episode 981 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Mayur Shah, Head of the Rare Diseases Business at Sanofi India as well as Namit Chugh, Director at HealthQuad. SHOW NOTES (00:00) Stories of the Day (00:50) EU Invites Canada To Become Its First Associate Member (03:44)US War With Iran Has Cost $38 Billion Till August And Still Rising (04:26) Oil Prices Ease, Th...

On Episode 980 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Tax Expert and CEO of tax advisory firm Tax Compaas as well as Rajeswari Sengupta, Associate Professor of Economics at the Indira Gandhi Institute of Development Research (IGIDR). SHOW NOTES (00:00) Stories of the Day (01:00) Why Indian Markets Are Getting Battered Right Now (03:46) India’s Exports Are U...

On Episode 979 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at Prime Database as well as Atanu Mukherjee, CEO at Dastur Energy. SHOW NOTES (00:00) Stories of the Day (00:50) AI Stocks Take A Dive Following Slow-Down Appeal From Anthropic CEO (06:04) Tata Sons and the RBI (07:51) Big IPO Week Ahead, What Is Standing Out In The Rs 100,000 Crore...

On Episode 978 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre as well as Dipti Deshpande, Principal Economist at CRISIL Limited. SHOW NOTES (00:00) The Take (03:33) Key Developments At The BRICS Summit In New Delhi (12:54) Monsoon Worries (19:08) Anthropic CEO AI warns of Rapid AI development For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠...

Why does your mutual fund earn more than you do? In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with R Sivakumar, Chief Investment Officer at Axis Mutual Fund, about why investor returns can lag mutual fund returns, how chasing past performance contributes to the gap and why SIPs have not eliminated it. R Sivakumar explains how investors can miss...

Is ₹10 lakh health insurance enough for your family? In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Mayank Bathwal, CEO, Aditya Birla Health Insurance Co. Ltd., about rising healthcare costs, medical inflation and whether family health insurance is keeping pace with the treatment people expect. Mayank Bathwal says medical inflation has consis...

On Episode 975 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhay Laijawala, Chief Investment Officer, India at Lighthouse Canton (and veteran metals analyst) as well as Kunal Pande, National Leader - Cyber, Risk and Compliance Services at KPMG in India. SHOW NOTES (00:00) Stories of the Day (01:00) Crude Has Now Crossed $105 As The West Asia War Escalates To New Levels (03:...

On Episode 974 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Currency & Commodity Research at Kotak Securities as well as Sachin Seth, Regional Managing Director at CRIF, India & South Asia on the sidelines of the Global Fintech Fest 2026. SHOW NOTES (00:00) Stories of the Day (00:50) The Big Liquidity Drain In Indian Markets (03:29) Inflatio...

On Episode 973 of The Core Report, financial journalist Govindraj Ethiraj talks to Nilesh Shah, Managing Director at Kotak Mahindra Asset Management Co. Ltd in an excerpt from our recent Special Edition . SHOW NOTES (00:00) Stories of the Day (00:50) Why Is Crude Oil Not Over $100? (04:04) Indian Banks May Not Have Hedged Future Interest Payments In $127 Billion NRI Deposit Flows (07:24) Why Coppe...

On Episode 972 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President at Pharmarack as well as Amar Sheth, Vice President of the Federation of Automobile Dealers Associations (FADA). SHOW NOTES (00:00) Stories of the Day (01:32) Oil Prices Are Now Projected To Rise Higher, Leaving Markets In The Lurch (03:20) India’s SmallCap Index Hits A 52 Week High (0...

On Episode 971 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Mitra, co-chair of the National Committee on Dairy of the Trade Promotion Council of India. We also feature an excerpt from our show How India’s Economy Works featuring Ananth Narayan , Economist and Former Whole Time Member, SEBI. SHOW NOTES (00:00) The Take (04:31) A Fresh Battle With The Federal Reserve And...

India’s manufacturing problem may be more deeply rooted than it appears. In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with economist Dr Surjit Bhalla about how protectionism is holding back Indian manufacturing, why private investment has lost momentum and whether India can realistically become a developed country by 2047. Surjit Bhalla examines...

Nilesh Shah explains why Mutual Funds must go beyond Equity as India’s investment landscape evolves toward debt, hybrid, gold, real estate, alternatives and unlisted investments. In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Nilesh Shah, MD, Kotak Mahindra Asset Management Co. Ltd, about the future of mutual funds in India, retail investors and the need for grea...

On Episode 968 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Strategist at Q India UK (affiliate of Quantum Advisors India) as well as Piyush Pandey, Senior Vice President, Institutional  Equity Research (Lead Analyst)-IT, Telecom, Internet and Power at Centrum India. SHOW NOTES (00:00) Stories of the Day (00:50) Indian Markets Reel Under Oil Pr...

On Episode 967 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Rathi, National Director of Research at Knight Frank India. We also caught up with Dr. Hal Brands, Henry A. Kissinger Distinguished Professor of Global Affairs at Johns Hopkins SAIS on the sidelines of the Elara India Dialogue 2026 . SHOW NOTES (00:00) Stories of the Day (01:00) Bond Markets Are Still Dragging...

On Episode 966 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist at Emkay Global as well as Gautam Shahi, Senior Director at Crisil Ratings. SHOW NOTES (00:00) Stories of the Day (01:00) Indian Markets Feel Pressure Of Rising Oil Prices And Global Bond Yields (03:16) India’s Rupee Hits Two Month High As Reserve Bank Brings Back Stability (07:42) Ind...