PODCAST · news
The Core Report
by The Core
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
Episodes
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#1012 More Oil Flowing From Middle East Than Before War
On Episode 1012 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 recent episode of our show How India’s Economy Works hosted by Journalist and Author Puja Mehra and...
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#1011 Oil Prices Are In Dangerous Territory
On Episode 1011 of The Core Report, financial journalist Govindraj Ethiraj talks to Nishant Arora, Senior Vice President of Marketing at Netcore as well as Nakul Saxena, Business Head - Housing Finance, Kotak Mahindra Bank. SHOW NOTES (00:00) Stories of the Day (00:50) Oil Prices Are In Dangerous...
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#1010 Before You Sell Your Mutual Funds, Watch This | Govindraj Ethiraj | The Core Report
Should you sell your mutual funds when returns disappoint, or give your investments more time? In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with Swarup Mohanty, Vice Chairman & CEO of Mirae Asset Investment Managers (INDIA), about weak mutual...
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#1009 Indian IT Stocks Are Beating Chip Stocks
On Episode 1009 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 Ketan Dalal, Tax Expert and Founder at Katalyst Advisors. SHOW NOTES (00:00) The Take (04:41) Indian IT Stocks Are Beating...
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#1008 How Chowgule Is Building Ships in India for Europe
In this premiere episode of Legacy Forward, financial journalist Govindraj Ethiraj speaks with Arjun Chowgule, MD of Chowgule Group, a century-old business group that has lived through industrial shifts, family transitions, global competition and now, the green transition.Chowgule’s shipbuilding...
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#1007 Can Indian Railways Turn Old Diesel Engines Into Export Winners? | Govindraj Ethiraj | The Core Report
Indian Railways could turn more than 500 old diesel engines into a new export opportunity as electrification changes the role of its diesel fleet. In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Rahul Mithal, Chairman and Managing Director of...
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#1006 Why Indian Markets Jumped A 1,000 Points On Thursday
On Episode 1006 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-Founder & Chief Global Strategist at PACE 360 as well as Bhavesh Jain, Managing Director & CEO at TransUnion CIBIL. SHOW NOTES (00:00) Stories of the Day (00:50) Why Indian Markets Jumped A 1,000...
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#1005 Goldman’s Big Prediction For Indian AI Stocks
On Episode 1005 of The Core Report, financial journalist Govindraj Ethiraj talks to Vishal Mehta, India Leader – Energy Practice at Boston Consulting Group (BCG) as well as Harsh Roongta, Founder at Fee Only Investment Advisers LLP. SHOW NOTES (00:00) Stories of the Day (00:50) Goldman’s Big...
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#1004 Why IT Stocks Are Bouncing Back
On Episode 1004 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda Research as well as Amir Durrani, President Global Application, Business Process Services and Data practice at NTT DATA Inc. SHOW NOTES (00:00) Stories of the Day...
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#1003 Large Caps Continue To Take A Beating
On Episode 1003 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist at ICRA Ratings as well as Anindya Banerjee, Head of Research at Kotak Neo. SHOW NOTES (00:00) The Take (00:50) Large Caps Continue To Take A Beating, Reliance Hits 18-Month Low…
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#1002 Markets Could Come Under Pressure
On Episode 1002 of The Core Report, financial journalist Govindraj Ethiraj talks to Srikanth Velamakanni, Chairperson of industry body Nasscom and Co-Founder and Group CEO at Fractal Analytics. SHOW NOTES (00:00) The Take (06:17) Markets Could Come Under Pressure From Fresh West Asia Tensions...
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#1001 Why IKEA Had to Rethink Its India Playbook
Why did IKEA pause its expansion in India, and what has changed now? Is IKEA an affordable furniture brand or an He also addresses whether IKEA charges more in India, explains the company's €400 million sourcing operations in the country, and reveals why he sees similarities between IKEA's…
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#1000 Why The Sensex Has Hit A Near Three Year Low
On Episode 1000 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, CEO at Tax Compaas and Prashant Agarwal, Indirect Tax Partner at PWC. We also feature an excerpt from our recent Special Edition featuring Swati Khemani, Founder and CEO at Carnelian Capital. SHOW…
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#999 Markets Turn Around As Oil Prices Rise
On Episode 999 of The Core Report, financial journalist Govindraj Ethiraj talks to Radhika Rao, Senior Economist and Executive Director at DBS Bank as well as Dharmakirti Joshi, Chief Economist at CRISIL. SHOW NOTES (00:00) Stories of the Day (00:50) Markets Turn Around As Oil Prices Rise (03:40)...
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#998 Crude Oil Is Flowing Out Of West Asia But Not Refined Products Like Diesel
On Episode 998 of The Core Report, financial journalist Govindraj Ethiraj talks to Saharsh Damani, CEO at FADA as well as Abhishek Gupta, Founder, Managing Partner, Pierag Consulting. SHOW NOTES (00:00) Stories of the Day (00:50) Crude Oil Is Flowing Out Of West Asia But Not Refined Products Like...
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#997 A Trade Deal With The US Appears Distant And Near Impossible Now
On Episode 997 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda Research as well as Amit Pabari, Managing Director at CR Forex. SHOW NOTES (00:00) Stories of the Day (00:50) A Trade Deal With The US Appears Distant And Near...
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#996 Oil Prices And Bond Yields Will Determine If Markets Can Recover
On Episode 996 of The Core Report, financial journalist Govindraj Ethiraj talks to Umesh Revankar, Executive Vice Chairman at Shriram Finance Limited (in an excerpt from our Special Edition) as well as Shankkar Aiyar, economic journalist, columnist and author. SHOW NOTES (00:00) The Take (04:34)...
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#995 India’s Growth Story and the Cost of Regulatory Cholesterol
India has built one of the world’s largest pharmaceutical industries. But scale alone is no longer enough. In this episode of The Core Report: Weekend Edition, Govindraj Ethiraj speaks with Manish Sabharwal, Chairman and Co-founder of TeamLease Services, about what India’s pharma success can…
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#994 Oil Flows Through The Strait Of Hormuz Are Only 11% Shy Of The Pre-War Peak
On Episode 994 of The Core Report, financial journalist Govindraj Ethiraj talks to K. Ravichandran is the Executive Vice President and Chief Rating Officer at ICRA Limited as well as Vaiibhavv Chugh, CEO at Abakkus Mutual Fund. SHOW NOTES (00:00) Stories of the Day (01:22) Oil Flows Through The...
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#993 Why Indian Markets Have Gone Back 25 Years
On Episode 993 of The Core Report, financial journalist Govindraj Ethiraj talks to Peter McGuire, CEO of Trading.com Australia and Chief Market Strategist for the Asia-Pacific region at XM as well as Shriram Subramanian, founder and managing director at InGovern Research Services. SHOW NOTES...
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#992 Why Oil Price Uncertainty Will Continue To Batter Markets
On Episode 992 of The Core Report, financial journalist Govindraj Ethiraj talks to Jaya Dhindaw, Executive Program Director, Sustainable Cities and Director at WRI India Ross Center as well as Kanan Bahl, Founder at Fingrowth Media. SHOW NOTES (00:00) Stories of the Day (01:16) Why Oil Price...
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#991 Oil Prices And Stalemate In West Asia Will Determine Market Direction This Week
On Episode 991 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre. SHOW NOTES (00:00) The Take (04:44) Oil Prices And Stalemate In West Asia Will Determine Market Direction This Week (07:26) Get Set For Price Rises Across The Economy...
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#990 Why India Needs “Safety of Business,” Not Just Ease of Business
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.…
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#989 Liquidity Stretched Markets Take A Dive
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...
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#988 Oil Prices Steady As Markets Watch US-Iran Talks In New York
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…
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#987 Iran Makes Fresh Overture For Peace
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...
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#986 Oil Prices Fall And Indian Markets Rise
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.…
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#985 Markets Brace For A Tough Week
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)...
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#984 What Retail Investors Can Learn From Institutional Investors | Govindraj Ethiraj | The Core Report
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...
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#983 Why These Indian Business Leaders Are Investing In Nature | Govindraj Ethiraj | The Core Report
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...
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#982 Markets Flat As They Digest Falling Oil Prices
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...
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#981 Oil Prices Ease, The Markets Rise
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…
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#980 Why Indian Markets Are Getting Battered Right Now
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)...
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#979 AI Stocks Take A Dive
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...
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#978 Key Developments At The BRICS Summit In New Delhi
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...
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#977 Why Your Mutual Fund Earns More Than You Do | Axis MF CIO | Govindraj Ethiraj | The Core Report
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...
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#976 Is ₹10 Lakh Health Insurance Enough for Your Family? | Govindraj Ethiraj | The Core Report
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...
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#975 Crude Has Now Crossed $105
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)...
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#974 The Big Liquidity Drain In Indian Markets
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…
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#973 Why Is Crude Oil Not Over $100?
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...
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#972 Oil Prices Are Now Projected To Rise Higher
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...
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#971 Oil Price Uncertainty Could Keep Markets Down
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...
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#970 How Protectionism Is Holding Back Indian Manufacturing | Govindraj Ethiraj | The Core Report
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...
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#969 Nilesh Shah Explains: Why Mutual Funds Must Go Beyond Equity | Govindraj Ethiraj | The Core Report
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…
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#968 Indian Markets Reel Under Oil Price Onslaught
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...
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#967 Bond Markets Are Still Dragging Stocks Down
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...
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Why Trump Will Not Back Down On Tariffs & Iran | Dr Hal Brands | Govindraj Ethiraj | The Core Report
Why will Trump not back down on tariffs and Iran, even as the political and economic costs rise? Govindraj Ethiraj speaks with Dr Hal Brands about Trump’s foreign policy, global trade, oil markets and what it means for India.In this Special Edition of The Core Report, financial journalist…
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#966 Indian Markets Feel Pressure Of Rising Oil Prices And Global Bond Yields
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...
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#965 India’s Better Than Expected GDP Growth
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...
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#964 FIIs Stay Positive In August
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)…
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