The Core Report
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology.
Episodes
#916 Are FPIs Getting Ready To Return To Indian Markets?
On Episode 916 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Senior VP and Head of Research for Currency and Commodities at Kotak Securities as well as Sohrab Bararia, Partner, Indirect Tax at Grant Thornton Bharat.SHOW NOTES(00:00) Stories of the Day(00:50) Are FPIs Getting Ready To Return To Indian Markets?(03:50) Oil Flows Could Go Into Oversupply Soon, S
#915 Gold Prices Are Falling Even As Stock Markets Are Muted
On Episode 915 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Mitra, Food and Dairy industry Expert as well as Puneet Gupta, Director, India & ASEAN Automotive Market at S&P Global Mobility.SHOW NOTES(00:00) Stories of the Day(01:09) Gold Prices Are Falling Even As Stock Markets Are Muted(01:54) India Records Driest June In 10 Years Even As June Monsoons Are At 3
#914 Stocks Fall Again Because Of Monsoon Concerns
On Episode 914 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Matthan, Founding Partner of Trilegal. We also feature bites from our recent Weekend Edition featuring Rajani Sinha of CareEdge Ratings, Somashekhar Vemuri of Crisil Ratings and Manas Majumdar of PwC.SHOW NOTES(00:00) Stories of the Day(00:50) Stocks Fall Again Because Of Monsoon Concerns Even As Rains Pick Up
#913 Indian Markets Will Stay Cautious On Oil Price Movements
On Episode 913 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President-Research & Co- Founder at Counterpoint Research as well as Jayanth Neelakanta, Founder and CEO of Equip.SHOW NOTES(00:00) The Take(04:41) Indian Markets Will Stay Cautious On Oil Price Movements(06:46) A US Judge Ordered The Justice Department On Friday To Justify Its Decision To Drop
#912 Crude Oil Falls Below 73: What It Means for India Economy? | Govindraj Ethiraj | The Core Report
Crude Oil Falls Below 73: What It Means for India Economy?.Brent crude oil has slipped below $73 a barrel and that could be a game changer for the India economy. Lower crude oil prices can ease inflation, improve India’s current account deficit, strengthen government finances and even create room for lower fuel prices in the months ahead.But is this the beginning of a new oil cycle or just a tempo
#911 India’s Stock Market Through A Bottom Up Investing Lens | Govindraj Ethiraj | The Core Report
India’s stock market through a bottom up investing lens is the focus of this episode of The Core Report Special Edition, where financial journalist Govindraj Ethiraj is in conversation with Rakesh Vyas, CIO & Portfolio Manager at Quest Investment Managers.Where will India’s next stock market returns really come from?Beyond oil prices, geopolitics, inflation, the rupee and global uncertainty, t
#910 Oil Prices Fall Below Pre War Levels As Optimism Rises
On Episode 910 of The Core Report, financial journalist Govindraj Ethiraj talks to Jitendra Gohil, CIO - Listed Equities at Bajaj Alternate Investment Management Limited as well as Soumya Mohanty, MD & Chief Client & Solutions Officer, South Asia at Kantar.SHOW NOTES(00:00) Stories of the Day(01:00) Oil Prices Fall Below Pre War Levels As Optimism Rises(05:43) How South Korean Supertankers
#909 Did A Big IPO Break The Market Just Now?
On Episode 909 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at the Global Trade Research Initiative (GTRI) as well as Deepak Ballani, Director General at the Indian Sugar and Bio-Energy Manufacturers Association (ISMA).SHOW NOTES(00:00) Stories of the Day(01:00) Did A Big IPO Break The Market Just Now?(03:45) Oil Prices Continue To Slide Downwards As
#908 Lessons From The World’s Biggest IPO
On Episode 908 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Deputy Head of Research at Elara Securities (India) as well as Piyush Pandey, Senior Vice President, Lead Analyst-Institutional Equities for IT, Telecom, Internet and Power at Centrum India.SHOW NOTES(00:00) Stories of the Day(00:50) Lessons From The World’s Biggest IPO(02:17) Monsoons
#907 Why Indian IT Stocks Are Getting Battered
On Episode 907 of The Core Report, financial journalist Govindraj Ethiraj talks to Muralikrishnan B, Founding Faculty at the International Institute for Faculty and Research.SHOW NOTES(00:00) The Take(06:45) The Rains Are Here.(07:54) Why Indian IT Stocks Are Getting Battered.(09:51) Rupee Has Best Week In 11 Weeks. Meanwhile, The World’s Best Performing Currency In The Last Few Weeks Is..(11:04)
#906 Why India’s FDI Is Falling Despite Its Growth Story | Govindraj Ethiraj | The Core Report
Why is India’s FDI falling despite its growth story, and why is India struggling to attract foreign investment at the scale its economy needs?In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Ketan Dalal, Managing Director, Katalyst Advisors, and Sudhir Kapadia, Senior Board Advisor and Ex-National Tax Leader at EY India, to unpack India’s forei
#905 Markets Are Coasting On Hopes Of Oil Prices Staying Down
On Episode 905 of The Core Report, financial journalist Govindraj Ethiraj talks to Siraj Hussain, former Agriculture Secretary to the Government of India (and frequent columnist on agricultural and food production issues) as well as Ambareesh Baliga, Market Expert.SHOW NOTES(00:00) Stories of the Day(01:00) Markets Are Coasting On Hopes Of Oil Prices Staying Down(06:18) What A Surge In IPOs Means
#904 Indian Markets Are Now Cautious
On Episode 904 of The Core Report, financial journalist Govindraj Ethiraj speaks to Gauri Shankar Nagabhushanam, CEO at CapitaLand India Trust, in an excerpt from our Special Edition. We also feature an excerpt from our show How India’s Economy Works hosted by journalist and author Puja Mehra and featuring economist Renu Kohli, formerly at the Reserve Bank of India and the IMF and currently senior
#903 More Foreign Capital Returns As Global Funds Buy India Bonds
On Episode 903 of The Core Report, financial journalist Govindraj Ethiraj speaks to Pratik Shah, Partner & National Leader - Financial Services at EY India, in an excerpt from our Special Edition.SHOW NOTES(00:00) Stories of the Day(01:09) More Foreign Capital Returns As Global Funds Buy India Bonds As Macro Signals Ease.(04:41) India Exports More To Other Countries Than The US Compared To The
#902 Oil Prices Hit 3 Month Low As Global, Indian Markets Rise
On Episode 902 of The Core Report, financial journalist Govindraj Ethiraj talks to Bharati Balaji, Deputy Director General at the All India Distillers' Association (AIDA) as well as Sourav Mitra, Partner – Oil & Gas at Grant Thornton Bharat.SHOW NOTES(00:00) Stories of the Day(01:00) Oil Prices Hit 3 Month Low As Global, Indian Markets Rise(04:36) Indian Merchandise Exports Hit A Record Hi
#901 Markets Set to Rise Further
On Episode 901 of The Core Report, financial journalist Govindraj Ethiraj talks to Venkat Mangudi, Cyber Security Expert and Founder-CEO at Elytra Security as well as Anand Kulkarni, Director at Crisil Ratings.SHOW NOTES(00:00) The Take(06:55) Markets set to rise further as oil prices head downwards in anticipation of Iran-US deal(11:58) The G7 meet starts off today, India will also be present.(12
#900 Why Cheap Power Is Key To India’s Manufacturing Future | Govindraj Ethiraj | The Core Report
Why Cheap Power Is Key To India’s Manufacturing Future is one of the biggest questions facing India’s economy. Can India become a global manufacturing hub if factories are paying too much for electricity?In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Vivek Bhatia, MD and CEO, TKIL Industries Pvt. Ltd (formerly ThyssenKrupp Industries India) a
#899 IPOs on Wall Street and Dalal Street, What will it Do to The Markets?
On Episode 899 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert as well as Arvind Chari, Chief Investment Strategist at Q India (UK), affiliate of Quantum Advisors India .SHOW NOTES(00:00) Stories of the Day(04:47) Monsoons are Running Late(05:30) IPOs on Wall Street and Dalal Street, What will it Do to The Markets?(12:47) Moves to Bring in Dollars Migh
#898 Markets Hold Steady Despite Fresh Flare Up in West Asia
On Episode 898 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhakar Kudva, Co-Founder and Director at Samvitti Capital. We also feature an excerpt from our Special Edition interview with Vishal Mehta, India Leader for Energy Practice at Boston Consulting Group.SHOW NOTES(00:00) Stories of the Day(01:00) Mutual fund Inflows are Slowing but is that a Bad Thing?(03:23) Market
#897 Bank Stocks Take Up Indices on RBI Forex Moves
On Episode 897 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President Research & Co- Founder at Counterpoint Research.SHOW NOTES(00:00) Stories of the Day(01:29) Indian stocks no longer feature in the Top 10 of the MSCI EM index(05:17) Bank stocks Take Up Indices on RBI Forex Moves(06:19) TCS says will hire less as AI agents and employees will work jointl
#896 Asian Markets Dive, Indian Markets on Edge Again
On Episode 896 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA.SHOW NOTES(00:00) Stories of the Day(00:50) Asian Markets Dive, Indian Markets On Edge Again(03:08) A Slew of Measures to Attract Foreign Portfolio Investments and NRI Savings is Not Working Yet.(10:46) Why Indian Car Sales Hit a Record High in May(19:27) Airline Profits will Halve
#895 Tech Stock Slump in the US Could Help Indian Markets
On Episode 895 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, Economist at QuantEco Research. We also feature an excerpt from our Special Edition featuring Girish Tanti, Vice Chairman at Suzlon.SHOW NOTES(00:00) The Take(04:21) Tech stock slump in the US could help Indian markets.(07:26) FII selling continues, with over $4.5 billion in June first week as Govt ince
#894 India Market Risks and New Opportunities Explained | Govindraj Ethiraj | The Core Report
India Market Risks and New Opportunities Explained on The Core Report Weekend Edition with Govindraj Ethiraj explores how Indian markets, global uncertainty and economic disruption are shaping investors, businesses and professionals.As market volatility rises, India faces faster economic cycles, geopolitical risk, AI disruption, supply chain shifts, defence spending, climate change, global investi
#893 Markets Await Govt Moves on Foreign Investments
On Episode 893 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Chimakurthy, CEO at Kotak Alts (Real Estate Fund) as well as Dr Kailash Sharma, Dean Academic projects at Tata Memorial Center, Mumbai.SHOW NOTES(00:00) Stories of the Day(01:00) Markets await Govt moves on foreign investments(04:15) The big shift in oil production and movements(08:01) Is the UK FTA hitting a
#892 Markets Speculate on Incentives for Foreign Portfolio Investors
On Episode 892 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajani Sinha, Chief Economist at CareEdge Ratings. We also feature an excerpt from our Special Edition interview featuring Aoifinn Devitt, Managing Director - Global Wealth at Moneta.SHOW NOTES(00:00) Stories of the Day(00:50) Markets speculate on incentives for foreign portfolio investors(05:35) What the RBI is bal
#891 Why Nvidia CEO Statement Sets Indian Markets Racing
On Episode 891 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO, India, SEA, MEA at CBRE.SHOW NOTES(00:00) Stories of the Day(00:41) Decoding the AI Investment Frenzy(05:08) Why Nvidia CEO statement sets Indian markets racing(09:55) Assessing Inflation Impact of Rising Fuel Prices(11:00) Why Jewellery Stores are Expanding Across India and Wh
#890 Who is Buying or Selling in Indian Markets Right Now
On Episode 890 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior Vice President at Geojit Financial Services as well as Dharmakirti Joshi, Chief Economist at CRISIL.SHOW NOTES(00:00) Stories of the Day(00:50) Why global markets are now disconnected from war, geopolitics and rising prices.(03:54) Will the RBI hike interest rates this week?(12:44) Does it matte
#889 Markets are Still Expecting a Deal on The Iran-US War
On Episode 889 of The Core Report, financial journalist Govindraj Ethiraj talks to Manisha Kapoor, CEO and Secretary-General at ASCI. We also feature an excerpt from our show How India’s Economy Works featuring economist and former NITI Aayog Vice Chairman, Dr. Rajiv Kumar.SHOW NOTES(00:00) The Take(08:34) Index rebalancing is a larger problem for markets to grapple with.(10:22) Markets are still
#888 Why India’s Electrostate Push Is Bigger Than You Think
Why India’s Electrostate Push Is Bigger Than You Think with Govindraj Ethiraj and Pratik Agarwal explores how India’s electricity revolution could reshape the economy, infrastructure, manufacturing, AI data centres, renewable energy, and the future of power consumption in India.As India’s peak power demand crosses 270 GW earlier than expected, Pratik Agarwal, Chairman of Resonia and Serentica Rene
#887 Markets Brace Once Again for a Fall
On Episode 887 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO at Tax Compaas as well as Moses Kemibaro, Founder & CEO at Dotsavvy.SHOW NOTES(00:00) Stories of the Day(01:24) With no end in sight to the was in West Asia, markets brace once again for a fall(05:50) Air India, Indigo to cut back flights in June and July(07:29) Will the Government cu
#886 India’s ₹1.5 Lakh Crore DARPA Moment For Deep Tech
India’s ₹1.5 Lakh Crore DARPA Moment For Deep Tech could reshape India’s R&D, startup funding and innovation economy. In this special episode of The Core Report, Govindraj Ethiraj speaks with Dr. Shivkumar Kalyanaraman, CEO of ANRF, on India’s biggest push yet to fund deep tech, research and development, and future technologies.Dr. Kalyanaraman explains how the Anusandhan National Research Fou
#885 India Falls Behind Taiwan in Market Capitalisation
On Episode 885 of The Core Report, financial journalist Govindraj Ethiraj talks to Vishwas Chitale, fellow at the Council on Energy, Environment and Water (CEEW) as well as Amol Bansal, Founder and CEO at BK Saraf Jewellers.SHOW NOTES(00:00) Stories of the Day(01:31) India falls behind Taiwan in market capitalisation(05:22) Coal-fired power plants are running dangerously short on coal(07:06) Is In
#884 Scent of a Deal Sends Oil Prices Down and Markets Up
On Episode 884 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikash Halan, Managing Director, Corporate Finance at Moody's Ratings; K. Ravichandran, Executive Vice President & Chief Rating Officer at ICRA ltd; and Poorvi Chothani, Founder and Managing Partner at LawQuest.SHOW NOTES(00:00) Stories of the Day(01:52) Why oil markets are now nearing minimum operating leve
#883 Indian Markets are Set to Open Stronger on Reports of an Iran-US deal
On Episode 883 of The Core Report, financial journalist Govindraj Ethiraj talks to Prasanna Tantri, Associate Professor of Finance and Executive Director - Centre for Analytical Finance (CAF) at ISB as well as Yogesh Rawat, Chief Business Officer - Student Lending International at Avanse financial services.SHOW NOTES(00:00) The Take(05:00) Why your SIPs are bringing the rupee down against the doll
#882 Rupee Fall And Red Tape: The Two Sides Of India’s Economy
In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Rishi Agrawal of TeamLease Regtech and Dr Rajeswari Sengupta on why the Indian rupee is under pressure, why foreign investors are pulling money out, and why India’s business rules still make growth harder than it should be.Dr. Rajeswari Sengupta, Associate Professor of Economics, Indira Gandhi In
#881 Surjit Bhalla Explains What Is Really Wrong With India Economy
Is India’s economy facing a temporary shock or a deeper crisis?In this episode of The Core Report Weekend Edition, economist and author, Surjit Bhalla joins Govindraj Ethiraj to go beyond the headlines around the falling rupee, oil prices, West Asia tensions, and global uncertainty. He argues that the real problem with the Indian economy may not be the immediate currency pressure alone, but a long
#880 Markets are Bracing for RBI Moves on Depreciating Rupee
On Episode 880 of The Core Report, financial journalist Govindraj Ethiraj talks to Pratik Gupta, CEO and Co-Head, Institutional Equities at Kotak Securities Ltd.SHOW NOTES(00:00) Stories of the Day(01:00) Why markets are bracing for RBI moves on depreciating rupee(03:01) Why oil markets could enter the red zone very soon(07:18) Fuel price hikes are necessary but not sufficient(24:11) The global pa
#879 Markets Look Up as The Rupee Hits Fresh Low
On Episode 879 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhishek Bisen, Head- Fixed Income at Kotak Mahindra AMC as well as Yashwant Deshmukh, Founder-Director of C-Voter.SHOW NOTES(00:00) Stories of the Day(00:50) Could there be curbs on dollar outflows?(06:01) The markets look up as the rupee hits fresh low(06:56) US Treasury yields are in the danger zone, what the Ind
#878 Markets Struggle to Hold Ground Against a Falling Rupee
On Episode 878 of The Core Report, financial journalist Govindraj Ethiraj talks to Raian N. Karanjawala, Managing Partner at Karanjawala & Company as well as Sahil Kapoor, Head of Products and Market Strategist at DSP Mutual Fund.SHOW NOTES(00:00) Stories of the Day(00:50) Markets struggle to hold ground against a falling rupee(03:10) Microsoft to roll out largest data center in India(04:41) T
#877 Markets Steady as Rupee Falls Again
On Episode 877 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashant Vashisht, Senior Vice President and Co-Group Head at ICRA as well as Shantanu Sahai, Executive Director & Head - Private Credit at ASK Asset & Wealth Management Group.SHOW NOTES(00:00) Stories of the Day(00:50) Markets steady as rupee falls again(05:05) The GCC flow continues as big brands expand in
#876 Markets Continue to Grapple with Oil Price and Rupee Pressures
On Episode 876 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, aviation and regulatory expert as well as Chitra Rentala, Partner at Trilegal.SHOW NOTES(00:00) The Take(04:31) Markets continue to grapple with oil price, rupee pressures(07:54) Indian airlines are cutting back capacity, what does that mean for passengers and airlines(16:26) A bribery charge against H
#875 Rakesh Mohan Explains India’s Big Growth And Investment Puzzle
As the West Asia crisis pushes up oil prices and adds pressure on the rupee, India faces a crucial question. How should the government, RBI, businesses and investors respond to a fast-changing global economy?In this episode of The Core Report Special Edition, Dr Rakesh Mohan, President Emeritus and Distinguished Fellow, Centre for Social and Economic Progress joins Financial Journalist Govindraj E
#874 The Insurance Gap Putting Indian Families At Financial Risk | Govindraj Ethiraj | The Core Report
The Insurance Gap Putting Indian Families At Financial Risk is a timely conversation with Financial Journalist Govindraj Ethiraj and Asit Rath, MD and CEO of Aviva India, on why life insurance in India remains misunderstood even as families face rising medical costs, retirement uncertainty, and long-term financial risk.In this episode of The Core Report Weekend Edition, Asit Rath explains why many
#873 Markets Rise on China-US Talks
On Episode 873 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, Chairman of the Asian Palm Oil Alliance as well as Indrani Bagchi, CEO at Ananta Aspen Centre.SHOW NOTES(00:00) Stories of the Day(00:50) Markets rise on China-US talks as a sign of possible peace in West Asia(03:19) India’s Whole Sale Price Inflation jumps sharply(06:43) Can India reduce its depend
#872 Markets Recover as Sellers Take A Break
On Episode 872 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Strategist at Quantum Advisors as well as Ramesh Subramaniam, Global Director - Programmes and Strategy at the Coalition for Disaster Resilient Infrastructure (CDRI).SHOW NOTES(00:00) Stories of the Day(01:00) Markets recover as sellers take a break(02:37) Rupee hits fresh all time low
#871 Markets Sink as West Asia War Fears Take Hold
On Episode 871 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Atkinson, Senior Fellow at The National Center for Energy Analytics as well as Deep Vadodaria, Managing Director at Nila Spaces.SHOW NOTES(00:00) Stories of the Day(01:00) Markets sink as economic uncertainty and West Asia war fears take hold(02:47) Rupee hits fresh low, as outflows continue(06:16) What is the
#870 India’s Austerity Appeal is Two Months Late
On Episode 870 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Advisory as well as Shyam Kumar, President & Head of International Business at Kotak International.SHOW NOTES(00:00) Stories of the Day(00:50) India’s austerity appeal is two months late(06:29) Markets lose ground as friction increases on Iran-US talks(09:57) How are gold markets re
#869 Markets Struggle to Make Sense of Iran-US Talks
On Episode 869 of The Core Report, financial journalist Govindraj Ethiraj talks to June Goh, Senior Oil Market Analyst at Sparta Commodities as well as Garima Kapoor, Economist & Deputy Head of Research at Elara Securities (India).SHOW NOTES(00:00) The Take(05:38) Markets struggle to make sense of Iran-US talks(06:20) Inflation is creeping up(07:27) Hyundai says sales could grow in double digi
#868 From Fraud to Fortune: The CG Power Revival Story
From Fraud to Fortune: The CG Power Revival Story explores one of India’s biggest corporate turnaround stories, as Financial Journalist Govindraj Ethiraj speaks with Natarajan Srinivasan, author of The Great Revival, about how CG Power went from fraud allegations, debt and shutdown factories to a remarkable comeback under the Murugappa Group.In 2019, a whistleblower disclosure shocked markets. Ban
#867 How Long for Energy Supplies to Stabilise if the War Ends
On Episode 867 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at PRIME Database Group as well as Professor Ram Singh, Director of the Delhi School of Economics and member of the Monetary Policy Committee of the Reserve Bank of India.SHOW NOTES(00:00) Stories of the Day(00:50) How long will it take for energy supplies to stabilise if the war end
#866 India’s GCC Map Expands into New Industries
On Episode 866 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajesh Nambiar, President at Nasscom as well as Pranav Haldea, Managing Director at PRIME Database Group.SHOW NOTES(00:00) Stories of the Day(01:00) Markets rise on fresh hopes of a deal between Iran and the US(03:49) Law firms appear to give clean chit to HDFC Board on Chairman’s resignation(05:41) Indian midcap st
#865 Ceasefire Breakdown Makes Markets Nervous Again
On Episode 865 of The Core Report, financial journalist Govindraj Ethiraj talks to Dipti Deshpande, Principal Economist at Crisil as well as Sai Giridhar Raj Kumar, Vice President at the Federation of Automobile Dealers Associations (FADA).SHOW NOTES(00:00) Stories of the Day(01:00) Ceasefire break down turns markets nervous again, backchannel negotiations appear to be holding(04:40) Kiran Mazumda
#864 Markets Recover but Oil Prices are Jittery Once Again
On Episode 864 of The Core Report, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, Market Expert as well as an excerpt from our extended interview with Neha Agarwal, MD & Head – Equity Capital Markets at JM Financial Institutional Securities.SHOW NOTES(00:00) Stories of the Day(01:00) Markets recover but oil prices are jittery once again. Looking back at the last two months.(
#863 Markets Set for a More Stable Start
On Episode 863 of The Core Report, financial journalist Govindraj Ethiraj talks to Captain Sam Thomas, President at ALPA India as well as Garima Kapoor, Economist & Deputy Head of Research at Elara Securities (India).SHOW NOTES(00:00) The Take: India's Next Global Champion Should Be Built, Not Debated(05:38) Markets set for a more stable start as the US and Iran seek off-ramp(07:50) The pa
#862 Why Smart Money Is Betting Big On India IPOs Again In 2026
Why Smart Money Is Betting Big On India IPOs Again In 2026 is a deep dive into India’s IPO market, domestic capital, smart money flows, and the next big themes shaping Indian equities.In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with MD & Head – Equity Capital Markets at JM Financial Institutional Securities, on why India’s IPO pipeline coul
#861 Navigating Market Risk 2026: Why Fund Managers Are Bullish | Govindraj Ethiraj | The Core Report
Navigating Market Risk is a special series from The Core Report Weekend Edition with Govindraj Ethiraj, focused on investment strategy, market volatility and the big risks shaping 2026. In this episode, fund managers Navigating Market Risk is a special series from The Core Report Weekend Edition with Govindraj Ethiraj, focused on investment strategy, market volatility and the big risks shaping 202
#860 Impact of Increased Ethanol Blending in Petrol
On Episode 860 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director, India & ASEAN Automotive Market, S&P Global Mobility as well as Jatin Kalra, Partner–CFO Advisory at Grant Thornton Bharat.SHOW NOTES(00:00) Stories of the Day(01:00) A small cap revival is lifting market moods(04:58) Can gold touch $8,000?(06:01) People are investing more in gold tha
#859 Decoding Outlook for Oil and Gas Production in India
On Episode 859 of The Core Report, financial journalist Govindraj Ethiraj talks to Atanu Mukherjee, CEO at Dastur Energy as well as Thomas V Abraham, Research Analyst at Mirae Asset Sharekhan.SHOW NOTES(00:00) Stories of the Day(01:19) Markets slide as oil prices rise again(04:12) Nestle bucks sluggishness in FMCG, stock hits fresh high(04:44) Indigo, Air India have told the Government they are un
#858 How Electricity Markets are Responding to Record Demand
On Episode 858 of The Core Report, financial journalist Govindraj Ethiraj talks to Victor Vanya, Director and Co-Founder at EMA Solutions as well as Ajay Srivastava Founder of the Global Trade Research Initiative (GTRI).SHOW NOTES(00:00) Stories of the Day(01:19) Markets take solace from potential back-channel developments in Iran-US negotiations(04:02) Why India’s agriculture sector may not be mu
#857 More Downgrades are Hitting Indian Markets
On Episode 857 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K. Bhattacharya, Editorial Director of the Business Standard as well as Anand Kulkarni, Director at Crisil Ratings.SHOW NOTES(00:00) The Take(04:31) More downgrades are hitting Indian markets as the economy faces second order impact(07:50) It is time the Government starts addressing the macro economic challeng
#856 ATM Business Secrets! How India Moves 40 Lakh Crore Cash? | Govindraj Ethiraj | The Core Report
ATM Business Secrets! How India Moves 40 Lakh Crore Cash? Govindraj Ethiraj speaks with Rajiv Kaul, CEO of CMS Info Systems, to break down India’s cash economy, ATM business, and why cash is still growing despite UPI, fintech, and digital payments.India has over 40 lakh crore currency in circulation. ATMs still process thousands of crores every day. Retail stores, banks, petrol pumps, hospitals, a
#855 The Nuclear Bet that Could Power India’s Future
On Episode 855 of The Core Report, financial journalist Govindraj Ethiraj talks to M.V. Ramana, Professor; Simons Chair in Disarmament, Global and Human Security at the University of British Columbia and a nuclear power expert.SHOW NOTES(00:00) Stories of the Day(01:00) Official Government figures on how much oil retailers are losing per litre of petrol and diesel sold(03:34) HSBC says India now l
#854 The Markets Dip as Peace Talks are a No Show
On Episode 854 of The Core Report, financial journalist Govindraj Ethiraj talks to Manas Majumdar, Partner and Leader Oil & Gas, Fuels & Resources at PwC India as well as Krishnan Sitaraman, Chief Ratings Officer at Crisil Ratings.SHOW NOTES(00:00) Stories of the Day(00:50) Prices are rising now, across the board, what will a fuel price hike look like?(04:11) The markets dip as peace talks
#853 India Stocks Gain as Timeline Fatigue Continues
On Episode 853 of The Core Report, financial journalist Govindraj Ethiraj talks to Captain Shiv Samrat Kapur, Managing Director at Sentosa Ship Brokers.SHOW NOTES(00:00) The Take(05:38) India stocks gain as timeline fatigue continues(09:05) Russian oil dominates India’s energy stack again(10:59) What the latest flow of Indian tankers through the Gulf is telling us.(23:53) FeedbackThe Core presents
#852 The Markets are Back on Standby
On Episode 852 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-founder & Chief Global Strategist at PACE 360 as well as Dharmesh Trivedi, Founder at Dharmesh L Trivedi & Co. and Founding Member at PEVC CFO Association.SHOW NOTES(00:00) Stories of the Day(00:50) The markets are back on standby as negotiations between the US and Iran are held off(06:51) The
#851 Resumption of Peace Talks will Provide a Floor to The Markets
On Episode 851 of The Core Report, financial journalist Govindraj Ethiraj talks to Brian Torrey, General Manager - India and West Asia at Scoot as well as Arihant Jain, Fund Manager and Senior Investment Analyst at Franklin Templeton Asset Management (India).SHOW NOTES(00:00) The Take: The Lost Art of the Adventurer Capitalist(04:50) Resumption of peace talks will provide a floor to the markets.(0
#850 Biofuels in India: The Big Energy Opportunity Everyone Missed | Govindraj Ethiraj | The Core Report Weekend Edition
Biofuels in India may be the big energy opportunity everyone missed. In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Suhas Baxi, Co-Founder and Chief Executive Officer of Biofuel Circle about biofuels, compressed biogas, ethanol, biomass, agri waste, and how India can cut fuel imports while strengthening energy security.India imports most of i
#849 Global Markets Ride on Unbelievable Exuberance
On Episode 849 of The Core Report, financial journalist Govindraj Ethiraj talks to Vibhuti Garg, Director at South Asia at Institute for Energy Economics and Financial Analysis (IEEFA) as well as Dr. Jaijit Bhattacharya, President of the Centre for Domestic Economy Policy (CDEP) Research.SHOW NOTES(00:00) Stories of the Day(00:50) Global markets ride on unbelievable exuberance(05:41) IMF official
#848 The Markets Cheer the Words but Actions suggest Otherwise
On Episode 848 of The Core Report, financial journalist Govindraj Ethiraj talks to Upasna Bhardwaj, Chief Economist at Kotak Mahindra Bank; Adelle Thomas, Director of Adaptation at NRDC and Vice Chair of the IPCC Working Group; as well as Krishnan Sitaraman, Chief Ratings Officer at Crisil Ratings.SHOW NOTES(00:00) Stories of the Day(00:50) The markets cheer the words as always but why the actions
#847 A Bigger Worry For Oil: Demand Destruction
On Episode 847 of The Core Report, financial journalist Govindraj Ethiraj talks to Vipin Malhan, President of the Noida Entrepreneurs Association as well as R. Gopalakrishnan, former executive director of Tata Sons Ltd, about a new book he has co-authored, Chanakya and Sun Tzu: A Business Lens on Trade, Thought and Travel.SHOW NOTES(00:00) Stories of the Day(00:41) A bigger worry for oil: demand d
#846 Why Global Investors Are Losing Interest In India Markets
In this conversation on The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with JPMorgan’s Jahangir Aziz to unpack India savings rate, India economy risks, global war impact on oil prices, and what it means for India growth, markets, and the future of investing.Why do Indian households save so much money even when the economy is growing? Is it culture or is it fear. We
#845 Why Markets might Absorb the Ceasefire Talk Breakdown in Their Stride
On Episode 845 of The Core Report, financial journalist Govindraj Ethiraj talks to Siraj Hussain, Former Secretary at the Ministry of Agriculture and Ministry of Food Processing.SHOW NOTES(00:00) The Take(05:00) Why markets might absorb the ceasefire talk breakdown in their stride.(10:17) Oil shocks are now spreading to Europe as realisation dawns.(12:43) Dubai is restricting flights from India.(1
#844 How War and LNG Supply Threaten India’s Fertiliser Sector | Govindraj Ethiraj | The Core Report
How War and LNG Supply Threaten India’s Fertiliser Sector — in this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Siraj Hussain, Former Secretary, Ministry of Agriculture and Ministry of Food Processing about how war, LNG shortages, urea imports, DAP supply, and monsoon risk could impact India’s fertiliser sector, agriculture economy, and food secur
#843 Why Electric Vehicles Are India’s Biggest $1 Trillion Opportunity
Why Electric Vehicles Are India’s Biggest $1 Trillion Opportunity — in this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with venture capitalist Kunal Khattar, Founder, AdvantEdge about how EV adoption, energy security, oil imports, and the mobility transition could reshape India’s economy, jobs, and global competitiveness.As fuel costs remain high and
#842 Markets Are Still Optimistic
On Episode 842 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President at Pharmarack as well as Soumya Mohanty, MD & Chief Client & Solutions Officer, South Asia at Kantar.SHOW NOTES(00:00) Stories of the Day(00:50) A ceasefire is hanging by the thread but why markets are still optimistic(05:10) The first major quarterly result from TCS is positiv
#841 Markets Celebrate Ceasefire
On Episode 841 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist & Head - Research & Outreach at ICRA as well as Dr. Ranjeet Mehta, CEO & Secretary General at PHDCCI (PHD Chamber of Commerce and Industry).SHOW NOTES(00:00) Stories of the Day(00:50) Markets celebrate ceasefire but will it last?(05:07) RBI holds interest rates as expected, l
#840 Indian Markets are Adjusting to The Mixed Signals from the US on The War
On Episode 840 of The Core Report, financial journalist Govindraj Ethiraj talks to Sunil Shah, President at The All India Plastics Manufacturers Association, Jay Kothari, Fund Manager and Senior Vice President, Global Head International Business and Lead Investment Strategist at DSP Asset Managers as well as Dr. Ajit Ranade, Economist and Former Vice Chancellor of Gokhale Institute of Politics and
#839 Markets Rise on Monday Morning Peace Overtures
On Episode 839 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA as well as Ashish Nanda, President and Head Digital Business of Kotak Securities. We also feature an excerpt from The Media Room interview hosted by Vanita Kohli-Khandekar and featuring Ashish Pherwani, Head of Media & Entertainment at EY.SHOW NOTES(00:00) Stories of the Day(00:
#838 Will Markets start Adjusting to a War Normal this Week
On Episode 838 of The Core Report, financial journalist Govindraj Ethiraj talks to Ketan Dalal, Tax Expert and Founder of Katalyst Advisors.SHOW NOTES(00:00) The Take(05:09) Will markets start adjusting to a war normal this week?(09:12) India crude supplies are under control, though gas is still not(10:37) Why did India and Mauritius sign a treaty allowing tax free investments and what’s changed n
#837 Indian Markets Gain on a Fresh Round of Optimism of War End
On Episode 837 of The Core Report, financial journalist Govindraj Ethiraj talks to Shivkumar Kalyanaraman, Chief Executive Officer (CEO) Anusandhan National Research Foundation (ANRF) as well as Ajay Vij, Senior Country Managing Director at Accenture.SHOW NOTES(00:00) Stories of the Day(01:00) Indian markets gain on a fresh round of optimism of war end.(03:26) Jet fuel and commercial LPG prices r
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