The Core Report

#985 Markets Brace For A Tough Week Sep 20, 2026 00:29:23 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 Reappointi

#984 What Retail Investors Can Learn From Institutional Investors | Govindraj Ethiraj | The Core Report Sep 20, 2026 00:40:48 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

#983 Why These Indian Business Leaders Are Investing In Nature | Govindraj Ethiraj | The Core Report Sep 19, 2026 00:55:19 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

#982 Markets Flat As They Digest Falling Oil Prices Sep 17, 2026 00:25:02 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) Ma

#981 Oil Prices Ease, The Markets Rise Sep 16, 2026 00:27:02 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, The Mar

#980 Why Indian Markets Are Getting Battered Right Now Sep 15, 2026 00:32:21 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 Up 26

#979 AI Stocks Take A Dive Sep 14, 2026 00:27:37 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 Rush

#978 Key Developments At The BRICS Summit In New Delhi Sep 13, 2026 00:22:32 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 developmentFor more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

#977 Why Your Mutual Fund Earns More Than You Do | Axis MF CIO | Govindraj Ethiraj | The Core Report Sep 12, 2026 00:40:17 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 a

#976 Is ₹10 Lakh Health Insurance Enough for Your Family? | Govindraj Ethiraj | The Core Report Sep 11, 2026 00:41:24 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 consist

#975 Crude Has Now Crossed $105 Sep 10, 2026 00:26:52 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(03:03)

#974 The Big Liquidity Drain In Indian Markets Sep 9, 2026 00:23:10 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) Inflation Ma

#973 Why Is Crude Oil Not Over $100? Sep 8, 2026 00:22:44 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 Copper Pric

#972 Oil Prices Are Now Projected To Rise Higher Sep 7, 2026 00:23:19 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(05:20)

#971 Oil Price Uncertainty Could Keep Markets Down Sep 6, 2026 00:34:16 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 Oil

#970 How Protectionism Is Holding Back Indian Manufacturing | Govindraj Ethiraj | The Core Report Sep 5, 2026 00:30:49 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

#969 Nilesh Shah Explains: Why Mutual Funds Must Go Beyond Equity | Govindraj Ethiraj | The Core Report Sep 4, 2026 00:21:50 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 great

#968 Indian Markets Reel Under Oil Price Onslaught Sep 3, 2026 00:24:25 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 Price

#967 Bond Markets Are Still Dragging Stocks Down Sep 2, 2026 00:31:19 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 Sto

#966 Indian Markets Feel Pressure Of Rising Oil Prices And Global Bond Yields Sep 1, 2026 00:23:27 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) India’s

#965 India’s Better Than Expected GDP Growth Aug 31, 2026 00:23:52 On Episode 965 of The Core Report, financial journalist Govindraj Ethiraj talks to Anas Alhajji, energy economist, researcher and writer on the sidelines of the Elara India Dialogue 2026.SHOW NOTES(00:00) Stories of the Day(00:51) Better Than Expected GDP Growth Is Causing Economists To Revise Their Full Year Numbers.(04:15) Oil Prices Begin Their Upward Journey Again.(06:08) Brokerages Weigh On H

#964 FIIs Stay Positive In August Aug 30, 2026 00:27:03 On Episode 964 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajai Chowdhry, Co-Founder of HCLTech and Member to the Advisory Board of India Semiconductor Mission. SHOW NOTES(00:00) The Take(04:02) FIIs Stay Positive In August And Could Continue To In September(06:51) Forex Reserves Hit New Highs As Flows Continue(07:52) Oil Prices Are Slipping As Optimism Over Shipping Moveme

#963 The ₹25 Crore Retirement Reality Every Indian Must Know | Saurabh Mukherjea | The Core Report Aug 29, 2026 01:20:02 India’s retirement planning problem may be bigger than it looks. In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Saurabh Mukherjea, Founder and CIO of Marcellus Investment Managers, about the ₹25 crore retirement reality, why retirement planning in India is getting harder and why even ₹5.5 crore may not be enough.Saurabh Mukherjea argues that

#962 Why ChatGPT Could Make Your Brand Invisible | Kirthiga Reddy | Govindraj Ethiraj | The Core Report Aug 28, 2026 00:28:29 ChatGPT could make brands invisible as consumers move from searching on Google to asking artificial intelligence what to buy, which companies to trust and which products best suit their needs.In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Kirthiga Reddy, co-founder and CEO of OptimizeGEO.ai, about how AI search, Generative Engine Optimization

#961 Benchmarks Slide Again Despite Oil Prices Falling Aug 27, 2026 00:29:04 On Episode 961 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at the Global Trade Research initiative (GTRI) as well as Dr. Michael Chui, senior fellow at QuantumBlack, AI by McKinsey. SHOW NOTES(00:00) Stories of the Day(01:00) Benchmarks Slide Again Despite Oil Prices Falling(02:25) Only 40 Of 53 Companies That Listed Their Shares In 2026 Are Trading

#960 Foreign Investors Are Still Wary Of India Aug 26, 2026 00:28:52 On Episode 960 of The Core Report, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, economic journalist and author; Ajay Kedia, metal and commodities expert; as well as Manish Gupta, Deputy Chief Ratings Officer at Crisil Ratings. SHOW NOTES(00:00) Stories of the Day(01:00) Foreign Investors Are Still Wary Of India(05:44) Will The Government’s Overseas Roadshows For Investments Deli

#959 Operation Economic Outcast Is Not As Bad As Feared Aug 25, 2026 00:21:44 On Episode 959 of The Core Report, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, Veteran Market Expert as well as Prasanna Tantri, Associate Professor of Finance and the Executive Director of the Centre for Analytical Finance at the Indian School of Business (ISB). SHOW NOTES(00:00) Stories of the Day(00:50) Operation Economic Outcast Is Not As Bad As Feared(02:09) The US Sanct

#958 Why Markets Are Bracing For US Sanctions On Iran Aug 24, 2026 00:29:57 On Episode 958 of The Core Report, financial journalist Govindraj Ethiraj talks to Alok Agarwal, Deputy Chief Investment Officer at Alchemy Capital Management. We also feature an excerpt from our episode of How India’s Economy Works featuring Vidya Mahambare, Professor of Economics at the Great Lakes Institute of Management in Chennai. SHOW NOTES(00:00) Stories of the Day(01:00) Why Markets Are Br

#957 FIIs Pick Up Buying Aug 23, 2026 00:32:39 On Episode 957 of The Core Report, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, economic journalist, columnist and author. We also feature an excerpt from our episode of How India’s Economy Works featuring Partha Chatterjee, Dean of Academics and Professor of Economics at ⁠Shiv Nadar University.SHOW NOTES(00:00) The Take(03:43) FIIs Pick Up Buying, Will They Balance Out Rising O

#956 India’s Next Investment Boom In AI, Defence And Metals | Govindraj Ethiraj | The Core Report Aug 22, 2026 00:35:51 India’s next investment boom could be emerging across AI infrastructure, defence and metals. In this episode of The Core Report Special Edition, Abhay Laijawala, MD & Chief Investment Officer, India, Lighthouse Canton, joins financial journalist Govindraj Ethiraj to explain the biggest investment opportunities shaping India’s stock market and economy in 2026.From data centres and AI infrastruc

#955 Why India’s Truck Transition Could Be A $1 Trillion Opportunity | The Core Report Weekend Edition Aug 21, 2026 00:37:16 India’s truck transition could become a $1 trillion opportunity as heavy-duty trucking shifts from diesel to LNG and electric trucks.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Anirudh Bhuwalka, Founder and MD of Blue Energy Motors, about what this transition could mean for India’s manufacturing, logistics and commercial vehicle industry.India has around 4 mil

#954 Will Indian Markets Hold Their Gains As US Treasury Yields Rise? Aug 20, 2026 00:27:27 On Episode 954 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, Director at Shree Renuka Sugars as well as Umesh Sharma, Chief Investment Officer - Debt at The Wealth Company Mutual Fund.SHOW NOTES(00:00) Stories of the Day(01:00) Will Indian Markets Hold Their Gains As US Treasury Yields Rise?(04:38) Did The Government Fail To Anticipate A Sugar Shortage, Leadi

#953 Why Indian Markets Are Drifting Down Aug 19, 2026 00:30:28 On Episode 953 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Kishore Jayaraman, OBE, Group CEO at UK India Business Council as well as Abhishek Bisen, Head of Fixed Income at Kotak Mutual Fund.SHOW NOTES(00:00) Stories of the Day(01:14) Why Indian Markets Are Drifting Down(04:46) The Govt Steps Up Incentives For Piped Natural Gas Consumers(07:06) Global Bond Markets Are Ex

#952 Nifty50 Companies Report 10-Quarter Growth High Of 18% Aug 18, 2026 00:32:36 On Episode 952 of The Core Report, financial journalist Govindraj Ethiraj talks to Captain Sam Thomas, President at ALPA India. We also feature an excerpt from our Special Edition featuring Kaushlendra Sinha, CEO at IAGES.SHOW NOTES(00:00) Stories of the Day(01:20) Oil Prices Inch Up Further, Dampen Mood In Indian Markets(02:43) Nifty50 Companies Report 10-Quarter Growth High Of 18%(06:02) NSE IPO

#951 Markets Stay Down As Oil Prices Wait For War Developments Aug 17, 2026 00:25:42 On Episode 951 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director–India & ASEAN Automotive Market at S&P Global Mobility as well as Anindya Banerjee, Head of Research for FX and Interest Rates at Kotak Securities.SHOW NOTES(00:00) Stories of the Day(01:18) Markets Stay Down As Oil Prices Wait For War Developments(04:11) The Rupee Fell To Its Weakest

#950 Foreign Investors Will Have It Easier To Buy Indian Stocks Aug 16, 2026 00:29:38 On Episode 950 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Pathak, Research Director at Counterpoint Research as well as Suvendu Bose, Partner at Grant Thornton Bharat LLP.SHOW NOTES(00:00) The Take(04:12) Foreign Investors Will Have It Easier To Buy Indian Stocks(05:44) Trump Quips Strait Of Hormuz To Be A US Territory(09:43) Why The Rs 10k Smartphone Might Be Histor

#949 India’s Foreign Investment Problem Is Bigger Than You Think | Govindraj Ethiraj | The Core Report Aug 15, 2026 00:42:28 India’s foreign investment problem may be bigger than it looks. In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Ajay Shah, Senior Research Fellow and Co-founder of XKDR Forum, about why foreign investment in India has slowed, why FDI flows have struggled to regain their earlier momentum, and what this could mean for India’s economic growth.Aja

#948 Can Better Buildings Cut India’s Energy Bills By Up To 40%? | Govindraj Ethiraj | The Core Report Aug 15, 2026 00:38:10 Can better buildings cut India’s energy bills by up to 40%? Saint-Gobain Asia Pacific and India Region CEO Sreedhar N joins Govindraj Ethiraj to explain how energy-efficient buildings, insulation and sustainable construction could transform India’s energy use.As India’s construction and infrastructure boom accelerates, Saint-Gobain is betting on better buildings, climate-resilient infrastructure a

#947 Oil Prices Fall On Demand Concerns Aug 13, 2026 00:32:52 On Episode 947 of The Core Report, financial journalist Govindraj Ethiraj talks to K. Ramakrishnan, Managing Director-South Asia at Worldpanel by Numerator (formerly Kantar Worldpanel) as well as Deven Choksey, market expert and Managing Director at DRChoksey FinServ.SHOW NOTES(00:00) Stories of the Day(01:38) Oil Prices Fall On Demand Concerns, After A While, Markets Steady(04:36) South Korean Ma

#946 Tata Sons Chairman N Chandrasekaran Resigns Aug 12, 2026 00:25:25 On Episode 946 of The Core Report, financial journalist Govindraj Ethiraj talks to Hetal Dalal, COO at Institutional Investor Advisory Services (IiAS), as well as Amit Purohit, FMCG Analyst at Elara Securities.SHOW NOTES(00:00) Stories of the Day(01:00) Tata Sons Chairman N Chandrasekaran Resigns, Group Stock Prices Fall(04:21) Higher Food Prices Push Up Inflation To 4.45%(05:31) Russia Is Importi

#945 Markets Wilt As All Signs Point To A Forever War In West Asia Aug 11, 2026 00:24:18 On Episode 945 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President–Commercial at Pharmarack as well as Gautam Shahi, Senior Director at Crisil Ratings.SHOW NOTES(00:00) Stories of the Day(01:00) Markets Wilt As All Signs Point To A Forever War In West Asia(03:28) Fitch Ratings Affirms India's Sovereign Rating ‌at 'BBB-'(04:47) Indian Trade

#944 Indian Markets Put Up A Fight Against Rising Oil Prices Aug 10, 2026 00:24:21 On Episode 944 of The Core Report, financial journalist Govindraj Ethiraj talks to Kanika Mahajan, Associate Professor at Ashoka University. We also feature an excerpt from our upcoming Special Edition with Gopal Jain, Managing Partner at Gaja Capital.SHOW NOTES(00:00) Stories of the Day(00:41) Indian Markets Put Up A Fight Against Rising Oil Prices(04:28) Consolidation In The Solar Space(08:11) W

#943 Foreign Investor Flows Are Picking Up Aug 9, 2026 00:31:58 On Episode 943 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddharth Pai, Founder & Managing Partner at Siana Capital as well as Devang Shah, Head - Fixed Income at Axis Mutual Fund.SHOW NOTES(00:00) The Take: Thank You Mr. Gadkari(04:02) Foreign Investor Flows Are Picking Up And Markets Are Better Poised(06:47) The Costs And Benefits Behind India’s Strategy Of Attracti

#942 Why Gen Z Is Choosing Loans Over Credit Cards? | Govindraj Ethiraj x Bhavesh Jain, MD & CEO, TransUnion CIBIL | The Core Report Aug 7, 2026 00:37:29 Why is Gen Z choosing loans over credit cards in India? Younger Indians are changing how they borrow, spend and enter the formal credit system, with phone loans, consumer finance and personal loans increasingly becoming their first experience with credit.In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Bhavesh Jain, MD & CEO, TransUnion CIB

#941 Markets Steady As Traders Wait For A Potential Deal To End The War Aug 6, 2026 00:29:59 On Episode 941 of The Core Report, financial journalist Govindraj Ethiraj talks to Sai Giridhar, Vice President at FADA as well as Aviation Experts, Sean Mendis and Sanjay Lazar.SHOW NOTES(00:00) Stories of the Day(00:50) Markets Steady As Traders Wait For A Potential Deal To End The War(03:42) Auto Sales Hit Records, Again. What Is Driving Higher Sales?(12:21) Honda Will Outsource Development Of

#940 Indian Markets Stay Hesitant As Global Markets Hit Fresh Highs Aug 5, 2026 00:23:48 On Episode 940 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist at ICRA as well as Devender Singhal, Equity Fund Manager at Kotak Mahindra Mutual Fund.SHOW NOTES(00:00) Stories of the Day(00:50) Indian Markets Stay Hesitant As Global Markets Hit Fresh Highs(04:55) Air India Gets A New CEO(05:34) Why India Is Revising Its GDP Projections Upwards(13:51

#939 Indian Markets Capture Asian Debt Flows Share Aug 4, 2026 00:31:05 On Episode 939 of The Core Report, financial journalist Govindraj Ethiraj talks to Sudhir Kapadia, Senior Board Advisor as well as Vaibhav Sanghavi, CEO at ASK Hedge Solutions.SHOW NOTES(00:00) Stories of the Day(00:50) Indian Markets Capture Asian Debt Flows Share(04:12) The Problem With Exchange Traded Funds And The South Korean Example(10:14) Why Fund Managers Have Changed Some Of Their Investm

#938 Why Indian Markets Are Holding Steady Aug 3, 2026 00:19:07 On Episode 938 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist at Emkay Global Financial Services.SHOW NOTES(00:00) Stories of the Day(00:50) Why Indian Markets Are Holding Steady(04:20) Why The US And Japan Joint Intervention To Prop Up The Yen Is Unusual(08:37) Which Banks Have The Most Clout With NRI Funds And Deposits?(10:07) What Is The RBI’s

#937 Foreign Portfolio Investors Are Inching Back Towards India Aug 2, 2026 00:32:18 On Episode 937 of The Core Report, financial journalist Govindraj Ethiraj talks to Umesh Sharma, CIO–Fixed Income at The Wealth Company Mutual Fund as well as Ashok K Bhattacharya, Editorial Director at the Business Standard.SHOW NOTES(00:00) The Take(05:00) NRIs Bring In Close To $37 Billion, Though The Rupee Is Little Changed(06:35) Foreign Portfolio Investors Are Inching Back Towards India(10:5

#936 Why US Federal Reserve Moves Matter To India Jul 30, 2026 00:29:50 On Episode 936 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, Managing Director at CR Forex as well as Amit Mittal, Director at AeroIntellect Aviation.SHOW NOTES(00:00) Stories of the Day(01:00) Why US Federal Reserve Moves Matter To India(04:08) Mahindra To Double EV Production Capacity(05:07) Why Gold Demand Has Fallen To Lowest In 6 Years(06:11) Despite Some $3

#935 India’s Contrast Between Weak Macros And Strong Micros Jul 29, 2026 00:28:47 On Episode 935 of The Core Report, financial journalist Govindraj Ethiraj talks to Sachin Sawrikar, Managing Partner at Artha Bharat Investment Managers. We also feature an excerpt from our latest episode of How India’s Economy Works, featuring Electrical Engineer Sudhir Gera, Director of Operations at IEC Electric Power Ltd.SHOW NOTES(00:00) Stories of the Day(01:00) India’s Contrast Between Weak

#934 Markets Track Oil Prices, Look For Consumption Signs Jul 28, 2026 00:30:16 On Episode 934 of The Core Report, financial journalist Govindraj Ethiraj talks to Pooja Goyal Sharma, Founding CEO at the Udaiti Foundation as well as Shankkar Aiyar, economic journalist, columnist and author.SHOW NOTES(00:00) Stories of the Day(01:00) Markets Track Oil Prices, Look For Consumption Signs(05:00) Monsoon Revives, Industrial Output Up, The Latest Numbers (07:45) SpaceX Loses $1.2 Tr

#933 Markets May Have To Wait Longer For AI Unwind Jul 27, 2026 00:28:11 On Episode 933 of The Core Report, financial journalist Govindraj Ethiraj talks to Prasanna Tantri, Associate Professor of Finance and Executive Director of the Centre for Analytical Finance (CAF) at ISB.SHOW NOTES(00:00) Stories of the Day(01:00) Markets May Have To Wait Longer For AI Unwind(04:51) Amazon, Meta, Microsoft, And Oracle Are Carrying $1.65 Trillion In Debt That Does Not Appear On The

#932 Markets Could Be More Stable This Week Jul 26, 2026 00:24:24 On Episode 932 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, Aviation Expert.SHOW NOTES(00:00) The Take(05:29) Tariffs Are Firmly On US Agenda, Fuelling Fresh Trade Uncertainty(07:26) Markets Could Be More Stable This Week Following Pause In The War(08:44) Govt Proposes Allowing Foreign-Funded E-Commerce Firms To Own Inventory And Sell Products Directly For Expo

Why India’s E-Commerce Policy Is Holding Back Growth | Eye On Retail | The Core Report Jul 20, 2026 00:43:53 Why is India’s e-commerce policy holding back growth when its online retail market has already crossed $60 billion? Could clearer regulation, greater foreign investment and better support for MSMEs unlock the next phase of India’s digital economy?In this episode of Eye On Retail By The Core Report, an initiative supported by Flipkart, financial journalist Govindraj Ethiraj speaks with Jay Gulish o

#931 Stocks Have Had A Good Week Jul 19, 2026 00:35:39 On Episode 931 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikit Popli, Partner, Indirect Tax and Incentives at KPMG as well as Shub Bhowmick, Co-founder and CEO at Tredence. We also feature an excerpt from Episode 4 of our Series Eye on Retail in partnership with Flipkart.SHOW NOTES(00:00) The Take(05:57) Stocks Have A Good Week But May Not Survive The Resumption Of War.(0

#930 Why Dubai Still Feels Like Home for Indian Wealth | Govindraj Ethiraj | The Core Report Jul 17, 2026 00:25:48 Why does Dubai still feel like home for Indian wealth? In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Jamil Khatri, CEO of Uniqus Consultech, about why Indian business families, family offices and global investors continue to choose Dubai, and how the India UAE investment corridor is evolving amid geopolitical uncertainty.Jamil Khatri explain

#929 Indian Markets Steady Even Global Markets Are Volatile Jul 16, 2026 00:21:42 On Episode 929 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Notani, Partner at Economics Law Practice (ELP).SHOW NOTES(00:00) Stories of the Day(01:00) Indian Markets Steady Even Global Markets Are Volatile(05:25) Voltas Raises Prices, More Brands Could Follow(06:34) A Lot Of Money Is Locked Up In Security Deposits For Taking Homes On Rent, How Much Comes Back?(08:14)

#928 Markets Adjust To Longer War Reality In West Asia Jul 15, 2026 00:20:54 On Episode 928 of The Core Report, financial journalist Govindraj Ethiraj talks to Mukesh Chand, Senior Counsel at ELP (Economic Laws Practice).SHOW NOTES(00:00) Stories of the Day(01:00) Markets Adjust To Longer War Reality In West Asia(04:31) PayPal sees a takeover bid that could value it more than $50 billion(05:45) The Second Phase Of India’s Semiconductor Mission Kicks Off With 127,000 Crore(

#927 West Asia Truce Collapses But Impact On Markets Could Be Lesser Jul 14, 2026 00:26:48 On Episode 927 of The Core Report, financial journalist Govindraj Ethiraj talks to Economist Ajit Ranade.SHOW NOTES(00:00) Stories of the Day(01:09) West Asia Truce Collapses But Impact On Markets Could Be Lesser(02:58) Direct Tax Collections Are Up 16%(07:28) Electronics Trade Deficit At $8.4 Billion Now Forms 28% Of India’s Goods Trade Deficit, With Imports Growing Faster Than Oil(09:22) Wholesa

#926 The Markets Hold Their Ground Jul 13, 2026 00:35:11 On Episode 926 of The Core Report, financial journalist Govindraj Ethiraj talks to Varun Lohchab, Chief Research Officer–Equities at HDFC Securities as well as Aditi Nayar, Chief Economist at ICRA.SHOW NOTES(00:00) Stories of the Day(01:09) The Markets Hold Their Ground Despite Renewed Fighting In West Asia(04:00) Asian Paints Raises Prices By A Surprising 12% In Sign Of Tail Order Impact(05:13) T

#925 Markets Are Savouring The Return Of FIIs Jul 12, 2026 00:30:46 On Episode 925 of The Core Report, financial journalist Govindraj Ethiraj talks to Harsh Gupta Madhusudan, Fund Manager & Chief Equity Strategist at Ionic Wealth, a part of Angel One.SHOW NOTES(00:00) The Take(04:50) Markets Are Savouring The Return Of FIIs And Hope(07:20) India Exports To The UK Are Quite Low And Low Market Share Alone Does Not Signal A Big Opportunity.(10:11) Garments Offer

#924 Can Jio BlackRock Change How India Invests In Mutual Funds? | Govindraj Ethiraj | The Core Report Jul 10, 2026 00:37:15 Can Jio BlackRock Change How India Invests In Mutual Funds? In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Sid Swaminathan, MD and CEO, JioBlackRock AMC, about why one of the world’s biggest asset managers is betting on India’s next wave of investors and what it could mean for mutual funds, digital investing and portfolio building.India’s mut

#923 What Signals Are The Markets Really Looking For? Jul 9, 2026 00:28:20 On Episode 923 of The Core Report, financial journalist Govindraj Ethiraj talks to Tejashree Joshi, Head - Environmental Sustainability at Godrej Enterprises Group as well as G Chokkalingam, Founder of Equinomics Research.SHOW NOTES(00:00) Stories of the Day(00:50) What Signals Are The Markets Really Looking For?(03:46) How India Inc Revenue Grew 11% + In The Latest Quarter And What Drove It?(06:0

#922 Markets Recalculate Impact As Trump Signals End Of Truce Jul 8, 2026 00:24:52 On Episode 922 of The Core Report, financial journalist Govindraj Ethiraj talks to Raja Lahiri, Partner at Grant Thornton Bharat as well as Nicolas Ziv, Lead Specialist, Transport Sector Resilience at Coalition for Disaster Resilience Infrastructure (CDRI).SHOW NOTES(00:00) Stories of the Day(00:50) Markets Recalculate Impact As Trump Signals End Of Truce(05:00) The RBI Wants A Cryptocurrency Poli

#921 Foreign Portfolio Investors Are Returning To Indian Markets Jul 7, 2026 00:35:13 On Episode 921 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Analyst as well as Radhika Rao, Senior Economist and Executive Director at DBS Bank.SHOW NOTES(00:00) Stories of the Day(00:50) Foreign Portfolio Investors Are Returning To Indian Markets, One Trade At A Time(04:19) Nato Meet Kicks Off In Turkey (04:55) India To Supply Missiles To Indonesi

#920 All Eyes On Q1 Results Jul 6, 2026 00:22:13 On Episode 920 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at the Federation of Automobile Dealers Associations (FADA).SHOW NOTES(00:00) Stories of the Day(00:50) All Eyes On Q1 Results To Provide The Next Booster Shot To The Markets(03:50) The Statistical Argument For India’s Market Recovery Versus Other Emerging Markets, Starting With How Beaten

#919 Markets Set For Firmer Week Ahead Jul 5, 2026 00:30:18 On Episode 919 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanket Kulkarni, Head-Business Development (Theatrical) at Ormax Media as well as Vivek Ramji Iyer, Partner and National Leader Financial Services - Risk Advisory at Grant Thornton Bharat.SHOW NOTES(00:00) The Take(04:50) Markets Set For Firmer Week Ahead As Oil And Rupee Consolidate(06:46) Oil Markets Continue To P

#918 How Paint Became India’s Next Big Manufacturing Story | Govindraj Ethiraj | The Core Report Jul 3, 2026 00:38:33 How Paint Became India’s Next Big Manufacturing Story explores why India’s paint industry has moved from the background of business news to the centre of a new manufacturing race.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Sharad Malhotra, Managing Director of Nippon Paint India, on how paint became one of India’s most interesting industrial growth stories. Fo

#917 Falling Oil Prices Lift Markets Again Jul 2, 2026 00:23:42 On Episode 917 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Pal, Head - Fixed Income at PGIM India Mutual Fund as well as Sanjay Lazar, Aviation Expert.SHOW NOTES(00:00) Stories of the Day(00:50) Falling Oil Prices Lift Markets Again(04:08) How Are India’s Fixed Income Markets Responding To Rising Bond Flows?(13:18) Indigo Launches A Lite No Cabin Baggage Fare, Will T

#916 Are FPIs Getting Ready To Return To Indian Markets? Jul 1, 2026 00:23:23 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 Jun 30, 2026 00:23:13 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 Jun 29, 2026 00:27:23 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 Jun 28, 2026 00:32:23 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 Jun 26, 2026 00:34:22 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 Jun 25, 2026 00:34:08 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 Jun 24, 2026 00:27:36 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? Jun 23, 2026 00:29:35 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 Jun 22, 2026 00:29:09 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 Jun 21, 2026 00:29:27 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)

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