The Core Report

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...

On Episode 811 of The Core Report, financial journalist Govindraj Ethiraj talks to George Koshy, CEO of LetsSolv as well as Vivek Kumar, Economist at QuantEco Research. SHOW NOTES (00:00) The Take (05:44) Dalal Street on weak footing post US-Israel attack on Iran (07:51) A new GDP series is out and last quarter growth is at 7.8%. What changes? (16:34) The Emirates are pulling out all stops to make...

How is Chevron India’s Bengaluru tech hub powering global energy operations? In this episode of The Core Report, Govindraj Ethiraj speaks with Akshay Sahni, Country Head, Chevron India, about how Chevron’s Engineering & Innovation Excellence Centre in Bengaluru supports worldwide oil & gas operations using AI, seismic imaging, real-time well monitoring, digital twins, robotics, and industr...

On Episode 809 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Khattar, Founder at AdvantEdge. We also feature an excerpt from Episode 3 of our series “Eye On Retail”. SHOW NOTES (00:00) Stories of the day (01:09) Fresh twist to India-US tariff deal as US Commerce Secretary Lutnick drops by (03:37) Why you have to brace for a warmer March and what that could mean. (04:36)...

India’s warehousing growth has crossed 533 million sq ft — and it’s still rising. Behind this surge lies a deeper transformation of India’s logistics sector, supply chain infrastructure, e-commerce ecosystem, industrial real estate market, and manufacturing ambitions. In this episode of Eye On Retail By The Core Report, an initiative supported by Flipkart, Financial Journalist Govindraj Ethiraj in...

On Episode 808 of The Core Report, financial journalist Govindraj Ethiraj talks to Ranjeet Mahtani, Partner at Dhruva Advisors as well as Dr Tapan Sahoo, Executive Officer – Digital Enterprise at Maruti Suzuki. SHOW NOTES (00:00) Stories of the day (01:00) Stocks are back in unsure territory (02:43) Indian IT companies are going all out to protect client relationships and stay relevant (03:51) Exp...

On Episode 807 of The Core Report, financial journalist Govindraj Ethiraj talks to Noshir Kaka, Senior Partner at Mckinsey as well as Akhilesh Tuteja, Partner & National Leader, Clients and Markets at KPMG in India on the sidelines of the Nasscom Technology and Leadership Forum 2026. SHOW NOTES (00:00) Stories of the day (01:00) The IT services industry could grow to $315 billion this year, up...

On Episode 806 of The Core Report, financial journalist Govindraj Ethiraj talks to Jairaj Purandare, Founder Chairman of JMP Advisors. SHOW NOTES (00:00) Stories of the Day (01:00) Trade chaos sweeps the world but India is shielded for now (04:35) More MNCs capitalise on India valuation premiums with listings, mostly with secondary sales leading to capital repatriation (07:05) Did tax and other sa...

On Episode 805 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist and Deputy Head of Research at Elara Securities as well as Rahul Jain, President & Head at Nuvama Wealth Management. SHOW NOTES (00:00) The Take (07:05) Why markets could be set for an optimistic start this week. (09:32) Brazil and India sign key mining deals but the former would like th...

On February 20, 2026, the US Supreme Court delivered a landmark 6-3 verdict, ruling that the President lacks the authority to impose reciprocal tariffs under the IEEPA. This decision effectively resets the trade landscape between India and the United States. In this special edition of The Core Report, financial journalist Govindraj Ethiraj talks with Ajay Srivastava (Founder, GTRI) and Krishan Aro...

On Episode 803 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded as well as Rahul Jain Director/VP – Research at Dolat Capital. SHOW NOTES (00:00) Stories of the Day (00:50) India brings on stage the world’s biggest technology companies and disruptors with rivalry on full display (04:48) Fears of Imminent Attack b...

On Episode 802 of The Core Report, financial journalist Govindraj Ethiraj talks to Akhil Chandna, Partner – Global People Solutions Leader at Grant Thornton Bharat. SHOW NOTES (00:00) Stories of the Day (00:41) Are slowing IPOs restoring sanity in the markets? (04:39) Google to build new fibre-optic cables into India (06:23) Maruti finally launches a new electric car (07:01) Guess what adults and...

On Episode 801 of The Core Report, financial journalist Govindraj Ethiraj talks to Chokkalingam G, Founder of Equinomics Research Pvt Ltd. We also feature an excerpt from Nandan Nilekani’s recent presentation at Infosys AI Day. SHOW NOTES (00:00) The Take (04:50) Brokerages take note of earnings, recent developments to turn optimistic on markets. (07:17) Why markets are seeing a shift in temperatu...

On Episode 800 of The Core Report, financial journalist Govindraj Ethiraj talks to T Koshy, Former MD and CEO of the Open Network for Digital Commerce (ONDC). SHOW NOTES (00:00) Stories of the Day (01:14) Anthropic says Indians are heavy duty users of its tool (03:01) Markets recover from AI scare trades (04:41) The India AI Impact Summit kicks off with interesting sessions, curation and some glit...

On Episode 799 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Singh, CIO - Equities at Tata Mutual Fund. We also feature an excerpt from our previous interview with C Vijayakumar, Managing Director and CEO at HCLTech, from our 2025 series NASSCOM conversations. SHOW NOTES (00:00) Stories of the Day (00:50) Why AI scare trading could continue this week too (02:51) Were In...

How India Can Stop Global Capital From Leaving Its Markets? In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Ananth Narayan Gopalakrishnan, Former Whole Time Member of SEBI, to decode the real reasons behind capital flight from India, rising FPI/FII outflows, and what reforms could make India’s capital markets more globally competitive. India’s growth story remains...

On Episode 797 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, VP Commercial at Pharmarack AWACS as well as Aditi Nayar, Chief Economist and Head of Research & Outreach at ICRA.  SHOW NOTES (00:00) Stories of the Day (01:00) The IT fear wave is spreading and bringing down markets (05:34) IEA lowers global oil demand forecast for 2026 (06:11) India’s inflatio...

On Episode 796 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhu Dhamodharan, Convenor of the Indian Texpreneurs Federation as well as Priyam Gandhi-Mody, Executive Director, Future Economic Cooperation Council (FECC). SHOW NOTES (00:00) Stories of the Day (01:00) Financials are powering the benchmarks as markets stay flat (03:27) Indigo says it has complied with norms it...