Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
On Episode 727 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Gruenwald, Global Chief Economist at S&P Global as well as Nikhil Narendran, Partner – TMT (Technology, Media and Telecommunications) at Trilegal.SHOW NOTES(00:00) The Take(05:00) Why FP Inflows could restart soon(11:01) Trump starts rolling back tariffs on food products as inflation bites(12:11) The shocking fact about US GDP Growth(25:57) The latest DPDP rules will mean sea change for consumer facing company operationsRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Retail investors in India are no longer the “weak hands” of the market. They are behaving more like pros, staying invested through volatility and forcing everyone to rethink how India's stock market really works.In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj in conversation with Mr. Pranav Haridasan, MD and CEO, Axis Securities, to decode how the Indian markets have changed from 2020 to 2025 and what that means as we head toward 2026. They unpack the rise of the equity culture, the new discipline in retail investors, and the real story behind flows into equities, derivatives, and IPOs in India.You will hear a ground level view from a leading brokerage on:1) Why retail investors now think and act more like institutional investors2) How the 2020 to 2025 bull run reshaped confidence in Indian equities3) Whether India's stock market rally can survive global shocks and AI bubbles4) Equities versus derivatives and why regulation is cooling risky short term trading5) How themes like consumption, capex, Make in India, defence, EMS, building materials are shaping market leadership6) What is really happening in India's IPO and tech IPO pipeline and how to think about profitless tech valuations7) Why volatility, climate shifts and changing cycles make forecasting demand harder for manufacturers and consumer companies8) How policy, GST moves and ease of doing business reforms affect brokers, investors and marketsIf you follow business news, markets, tech, manufacturing, policy and IPOs and you want a clear, jargon light view of where India's markets may be headed next, this conversation is for you.Watch till the end to hear Pranav's candid take on:a) Whether 2025 was the “hard reset” the market neededb) How he sees earnings, growth and sentiment playing out in the year aheadc) What long term investors should really focus on in Indian equitiesHit like, share this with someone who tracks the India stock market, and subscribe to The Core Report podcast for more deep conversations on markets, business, technology and the Indian economy.The Core & The Core Report is ad supported & FREE for all readers & listeners. Write in to shiva@thecore.in for sponsorships & brand studio requirements.For more of our coverage check out thecore.in (https://www.thecore.in/)Support the Core Report (https://tinyurl.com/Support-the-Core-Report)Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)
On Episode 725 of The Core Report, financial journalist Govindraj Ethiraj talks to Ramesh S Damani, Member at the Bombay Stock Exchange (BSE) as well as Chirag Doshi, Chief investment Officer-Fixed Income at LGT Wealth India.SHOW NOTES(00:00) Stories of the Day(01:00) The earnings story sinks in as mid caps race ahead(03:06) Market watchers are predicting an oil glut next year which is good news for India(06:03) What India's ambitious $5 billion export promotion mission needs to become a reality(08:26) Moody's says India will grow at 6.5%(09:06) What low inflation levels mean for fixed income in general and specific(16:46) The art of writing letters to shareholders and insights from the world's greatest investor(31:41) How London luxury home prices are crashingRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 724 of The Core Report, financial journalist Govindraj Ethiraj talks to Pooja Vijay Ramamurthi, Fellow at Centre for Social and Economic Progress (CSEP) as well as Madhavi Arora, Lead Economist at Emkay Global Financial Services.SHOW NOTES(00:00) The Take(06:17) Markets perk up on trade signals(07:02) Inflation hits record low, what does that mean?(14:57) COP30 kicks off in Brazil. What's at stake this time?(23:58) International Energy Agency now says electric vehicle sales could slow down and fossil fuel consumption will rise, in a reversal of sortsRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 723 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Prasad, Managing Director & Co- Head at Kotak Institutional Equities.SHOW NOTES(00:00) Stories of the Day(00:48) Why the more sceptical market analysts are changing their mind on Indian markets(04:59) Is the US taking a step back from its aggressive stance on tariffs globally, including India?(07:34) Britannia sees another sudden CEO resignation(09:32) Are Indian investors selling their mutual funds to fund their purchases, including for festivals?(11:15) Picking new investment themes as 2025 comes to an endFULL EPISODE ft Sanjeev PrasadRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 722 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative (GTRI).SHOW NOTES(00:00) Stories of the Day(00:50) Why Indian markets are recovering now(03:14) Goldman upgrades India, reverses October2024 downgrade(05:41) Quality Control Orders and the unease of doing business(17:21) More action in India's weightloss drug space(18:24) Indian restaurants in New York are facing tariff painsRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 721 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President–Commercial at Pharmarack as well as Shankkar Aiyar, veteran journalist, columnist and author.SHOW NOTES(00:00) Stories of the Day(00:50) Markets grapple with high intensity IPO demand, the trust factor(06:59) Consumer inflation in India is crashing(08:35) Auto sales jump.(09:44) India's largest selling drug is…(16:06) Direct benefit transfer or vote benefit transfer?Register for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 720 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, Special Advisor, SEA & Chairman at the Asian Palm Oil Alliance (APOA) as well as Amit Pabari, Managing Director at CR Forex Pvt. Ltd.SHOW NOTES(00:00) Stories of the Day(01:00) AI job cuts or AI washing(03:21) Markets seek direction(04:52) India's problem-of-plenty in this crop(5:47) Why did Indigo report such a sharp loss on account of forex?(11:20) Soybean is a key bugbear in the India-US BTA discussions. Where do things stand now?(18:39) Why there could be massive air traffic delays in the US in the coming days.(20:46) Guess where Google is planning to set up a data centre…(22:04) Eye on RetailRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
India's gig economy is rewriting the rules of work. Behind the rapid growth lies a deeper story — one of transformation and tension. The gig economy represents freedom and flexibility for some, uncertainty and precarity for others. In this special series, Eye on Retail, supported by Flipkart, Govindraj Ethiraj explores a conversation that examines how digital platforms, e-commerce, and logistics networks are reshaping India's employment landscape.Joining him are Dr. Arpita Mukherjee, Professor at the Indian Council for Research on International Economic Relations (ICRIER), and A. Balasubramanian, Senior Vice President at TeamLease Services. Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 719 of The Core Report, financial journalist Govindraj Ethiraj talks you through the big business stories of the day. We also feature an excerpt from The Core's How India's Economy Works, hosted by journalist and author Puja Mehra and featuring Dr. Nisha Taneja, Professor at the Indian Council for Research on International Economic Relations (ICRIER).SHOW NOTES(00:00) The Take (06:36) Valuation concerns are hanging over global markets(08:37) There are more private equity firms than McDonald's restaurants in North America(10:58) What Indian exporters need to become more competitive, learnings from ChinaRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 718 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Advisory as well as Rahul Mehta, Chief Mentor at CMAI and Managing Director at Creative Garments Pvt. Ltd.SHOW NOTES(00:00) Stories of the Day(01:00) RBI's aggressive dollar buying is draining liquidity(03:38) A market peak is close but not imminent right now(04:03) Major banks, Goldman and Morgan say global markets could correct(07:59) Gold and silver prices have corrected(16:16) Why it could take decades to recover the massive AI investments being rolled out(18:19) How Indian exporters in areas like textiles are copingRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 717 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative (GTRI) as well as Ayaz Memon, Veteran Sports Journalist and Commentator.SHOW NOTES(00:00) Stories of the Day(00:50) Will Indian markets see a strong November?(06:44) Indian exporters are now feeling the full impact of the 50% tariffs in the US. The shocking details on how pharma and electronics exports are hit too.(19:57) After India's stunning victory against South Africa, what next for the women's cricket team.Register for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 716 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre as well as Shankkar Aiyar, Politics Economy Analyst & Author.SHOW NOTES(00:00) The Take: Robots Coming For Our Jobs(06:55) October was a good month for the markets(09:11) Ford is back in India but to manufacture and export(11:21) What's at stake in Bihar elections starting this week?(21:50) India was not on the table during Trump's SE Asia visit last weekRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
#WatchNow | In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Shriram Subramanian, Founder & Managing Director of InGovern Research Services, and Hetal Dalal, President & Chief Operating Officer of Institutional Investor Advisory Services India Limited (IIAS).They unpack the growing tensions and leadership struggle inside Tata Trusts, which control 66 percent of Tata Sons — the powerful holding company behind India's most iconic brands: Tata Motors, Tata Steel, Titan, TCS, and Indian Hotels.The conversation explores how a dispute among trustees has exposed deeper questions about governance, control, and succession within the Tata Group, one of the world's most respected business empires. What does this mean for investors, the markets, and the future of India Inc?Key themes discussed:1) The internal power struggle at Tata Trusts and its impact on Tata Sons2) The legacy of Ratan Tata and the leadership role of Noel Tata3) The Shapoorji Pallonji Group's 18% stake and the ongoing exit impasse4) How governance, family ties, and capital allocation collide in corporate India5) Lessons for succession planning and trust governance across family-run businessesThis deep-dive conversation goes beyond the headlines — revealing how ego, structure, and legacy shape billion-dollar decisions in Indian boardrooms.If you follow business news, corporate governance, leadership, or the Indian economy, this episode offers crucial insights into the forces reshaping India's biggest business empire.
On Episode 714 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Ranade, former Chief Economist at Aditya Birla Group and former vice chancellor of the Gokhale Institute of Politics and Economics in Pune as well as, Head - Fixed Income at Kotak Mahindra Asset Management Company.SHOW NOTES(00:00) Stories of the Day(00:50) Why The Trump-Jinping meet after six years won't really help markets(05:24) Why US markets are weak(06:30) Decoding the Federal Reserve's rate cuts(12:50) How more Indians are borrowing money at record levels for consumption and the dangers that come with itFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 713 of The Core Report, financial journalist Govindraj Ethiraj talks to Aamar Deo Singh, Senior Vice President - Equity, Commodity & Currency at Angel One.SHOW NOTES(00:00) Stories of the Day(01:10) Will Trump's Asia visit goodwill spill over to India?(02:56) Market exuberance rules higher as Nvidia crosses $5 trillion(05:17) It's the best time in a long time for PSU banks and the markets are rewarding the stocks.(14:33) Suzuki wants to regain 50% of India auto market share and become the largest electric car company here.(15:57) Did Bill Gates just do an about turn on climate?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 712 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Lead Economist at Emkay Global Financial Services as well as Chokkalingam G, Founder at Equinomics Research Pvt Ltd. For our Build on Blockchain segment we feature Suraj Teja, Founder at Sow & Reap.SHOW NOTES(00:00) Stories of the Day(00:50) Why is the global economy growing?(04:19) Why banking stocks are doing well and the big bet on PSU banks(12:50) What explains India's upward growth projections?(21:58) Amazon's job cuts and what they mean(25:13) Build on BlockchainFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 711 of The Core Report, financial journalist Govindraj Ethiraj talks to Mihir Gandhi, Partner and Leader - Payments Transformation and Fintech at PricewaterhouseCoopers Private Limited. We also feature an excerpt of journalist and author Puja Mehra's conversation with Economist Anoop Singh in her recent episode of How India's Economy Works.SHOW NOTES(00:00) Stories of the Day(01:00) Are Indian markets breaking out to aim for record highs?(02:56) Trump's Asia visit seems promising but the big question is China(04:47) What analysts are predicting for gold in the next year?(06:27) How towns like Panipat and Karur are driving India's role in the global ecommerce market(07:50) UPI payments growth is slowing down but why the real value might come now(16:28) Why public financial management systems are critical in an era of global financial and trade uncertaintyFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 710 of The Core Report, financial journalist Govindraj Ethiraj talks to Dheeraj Sinha, Group CEO - India & South Asia at FCB and President of The Advertising Club.SHOW NOTES(00:00) The Take(04:41) Is a US-India trade deal really around the corner?(10:42) Oil markets are sceptical Trump will stay committed to Russian sanctions(11:41) Gold prices stay down but a fall is possible(12:42) Remembering Piyush Pandey and what's changed since his heydays?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 709 of The Core Report, financial journalist Govindraj Ethiraj talks to Shalini Pillay, India Leader for the Global Capability Centres segment at KPMG in India.SHOW NOTES(00:00) Stories of the Day(00:50) Markets rise for the 6th day as optimism takes over.(02:49) US sanctions on Russian oil majors will affect India.(06:18) India's vast talent pool is a magnet for more GCC business verticials, latest being energy.(15:14) Tesla posts losses again though its CEO wants a $1 trillion salary.(16:51) FeedbackFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 708 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-founder & Chief Global Strategist at PACE 360 as well as Dr. Jan Mischke, co-author of the report Out of balance: What's next for growth, wealth, and debt? and Partner at the McKinsey Global Institute (MGI).SHOW NOTES(00:00) Stories of the Day(00:50) Gold prices reverse their manic run, where will they go now?(10:30) Oil prices are up on renewed hopes of an India-US deal and Indian purchases of oil.(11:29) Global wealth has reached $600 trillion, outpacing GDP growth since 2000, and powered more by debt and paper wealth than productivity. What does that mean?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 707 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Bansal, CEO at Amazon Pay as well as Nikhil Varma, Technical Lead, India at Algorand.SHOW NOTES(00:00) The Take(07:14) Financials are in and so are markets(08:43) Gold prices ease off but not enough for Diwali(09:26) US-China squabble again, more flights from India to China(10:38) How women entrepreneurs are driving growth in payments(24:11) IES and BlockchainFollow us on: Twitter | Instagram | Linkedin | Youtube
Indians own more than 60% of America's hotels. How did the so-called “Patel Motel Cartel” grow from humble mom-and-pop motels to multi-billion-dollar hospitality empires?In this episode of The Core Report Weekend Edition, Govindraj Ethiraj is in conversation with Emmy & Peabody-winning filmmakers Amar Shah and Rahul Rohatgi, directors of The Patel Motel Story, whose new documentary traces this journey — from 1940s California farm labor camps to AAHOA's 33,000-member powerhouse network.They unpack handshake loans, family-run operations, franchising leaps, women-led growth, risk, resilience, and the post-COVID reset that reshaped the industry.What You'll Learn:• Why Patels control ~60% of U.S. hotels and motels• The Kanji Monshu Desai origin story and early Gujarati networks• How “live-in, run-lean” operations outcompeted higher-cost players• Franchising, asset ownership, and the move to premium brands• How 2nd/3rd-gen operators turned into real-estate powerhouses• The pivotal role of women in scaling and governance• Headwinds: safety issues, racism, immigration sentiment, and COVID shocks• What's next — consolidation in the U.S. or global expansion?If you're into business strategy, entrepreneurship, hospitality, real estate, immigration economics, or great origin stories — this episode is unmissable.Suggested Chapters:1.30- Introduction2.55- The Idea Behind the Patels' Motel Legacy7.05- Tracing the Patels' Roots: A Generational Story12.10- How the Patels Spread Across the U.S 16.55- The Start of the Patel Motel Revolution21.00 - How Patels Built a Distinctive Hospitality Model23.50- How New Generations Are Shaping the Patel Motel Legacy30.38- The Role of Women in the Patel Motel Legacy36.25- Reflections on 70+ Years of the Patel Motel Story40.25- Challenges for Patel Motel Owners in Today's America48.30- The Most Enduring Patel Motel Stories 51.45- Closing
On Episode 705 of The Core Report, financial journalist Govindraj Ethiraj talks to Mario Morales, GVP & General Manager, Semiconductors & Enabling Technologies at IDC.SHOW NOTES(00:00) Stories of the Day(00:41) The Markets Jump(02:44) Tech Results Are In(04:34) Semiconductors and AIFollow us on: Twitter | Instagram | Linkedin | Youtube
On Episode 704 of The Core Report, financial journalist Govindraj Ethiraj talks to John Pearson, Global CEO at DHL Express, from a larger conversation featured in our Weekend Edition.SHOW NOTES(00:00) Stories of the Day(00:50) Surge in gold and silver imports drives up India's trade deficit(03:55) Oil prices fall on uncertainty but India stands to benefit(04:46) Why you will stop investing in IPOs if you hear these numbers(07:35) One country may leave global trade but 219 are embracing it, find out why and howFollow us on: Twitter | Instagram | Linkedin | Youtube
On Episode 703 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda as well as Vikas Jain, Founder and Chief Investment Officer at Multipl.SHOW NOTES(00:00) Stories of the Day(00:50) LG has blockbuster debut on Indian bourses(03:41) IMF raises growth targets for India(07:41) Decoding the Nobel Economics Prize through an India lens(14:54) How are small equity investors responding to the gold and silver rise?Follow us on: Twitter | Instagram | Linkedin | Youtube
On Episode 702 of The Core Report, financial journalist Govindraj Ethiraj talks to Nachiket Mor, Former banker and Visiting Scientist at Banyan Academy of Leadership in Mental Health.SHOW NOTES(00:00) Stories of the Day(01:00) Are IPO listings becoming more muted?(03:39) Silver sees historic short squeeze in London as gold prices continue to rise(05:23) Inflation down to 8 year low of 1.54%(07:15) Global airlines are facing an additional $11 billion in costs because of challenges in aerospace supply chains and how that is affecting airlines and thus travel(09:22) World Mental Health Day was last week. Why mental health and stress need to be tackled separatelyFollow us on: Twitter | Instagram | Linkedin | Youtube
On Episode 701 of The Core Report, financial journalist Govindraj Ethiraj talks to Satish Dondapati, Fund Manager - ETF at Kotak Asset Management Company Ltd as well as Nikhil Varma, Technical Lead, India at Algorand.SHOW NOTES(00:00) Stories of the Day(01:00) Trump reminds everyone he is still a market mover(08:08) Fresh signs of overheating in IPO market as franchise owner of bankrupt company's brand lists at discount(09:12) LG Electronics to list after garnering record Rs 440,000 crore for Rs 11,600 crore offer(10:27) How a gap between international and domestic silver prices caused a mutual fund to shut its silver ETF(20:09) Digital advertisers have to change their strategy with new privacy rules that protect you, decoding the impactAlgorand Summit: https://algobharat.in/road2impact2025/Follow us on: Twitter | Instagram | Linkedin | Youtube
In this Episode Of The Core Report Weekend Edition, Govindraj Ethiraj In Conversation With John Pearson, Global CEO, DHL Express.India's big manufacturing moment feels real. Global supply chains are shifting. DHL is watching demand move from China to Vietnam, from Asia to the Middle East, and into ASEAN. Hear how exporters can protect margins, win new customers, and ride the next wave in electronics, AI hardware, EVs, renewables, and healthcare.What you will get• The playbook DHL gives clients to navigate tariffs, de minimis, bonded warehouses, and duty drawback• Why India can capture the China plus one shift and where the near term wins are• How DHL reallocates aircraft and capacity as trade lanes flip• Where laptops, textiles, and lifestyle goods are flowing now and what that means for Indian exporters• How AI and data centers change logistics and customer service• What peak season means for costs, capacity, and delivery timesWhy this matters now• New FTAs and corridors are opening markets for Indian manufacturers• Cross border e commerce keeps growing despite paperwork and duties• Capacity tightens before year end and smart planning pays offChapters:00:00 Introduction 2.30 India & the US – A Trade Snapshot4:45 Tariff shock and creative export strategies19.00 How organizations adapt to unexpected disruptions23:00 Middle East and ASEAN demand29.40- India's Manufacturing Ambitions: Challenges & Opportunities32:52 Data centers, AI, EVs, renewables35.30- Christmas Commerce: Trends & InsightsThe Core & The Core Report is ad supported & FREE for all readers & listeners. Write in to shiva@thecore.in for sponsorships & brand studio requirements.For more of our coverage check out thecore.in (https://www.thecore.in/)Support the Core Report (https://tinyurl.com/Support-the-Core-Report)Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)
On Episode 699 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President at Pharmarack as well as Deepak Maheshwari, Senior Policy Advisor at the Centre for Social and Economic Progress (CSEP).SHOW NOTES(00:00) Stories of the Day(01:00) Global markets continue to stay strong(02:41) Falling food prices are putting downward pressure on inflation(05:12) How economic growth in Asia projected to come in stronger(06:09) You would never guess which drug has made it No 2 in India's drug brands(11:09) Why clean energy stocks are actually outperforming equities and even gold(12:47) We have just marked the 140th anniversary of the Indian Telegraph Act, 1885 (23:43) Feedback SectionFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 698 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head, Research, Currency and Commodity, Kotak Securities as well as Sidharath Kapur, Founder and Board Member at Refex Airports and Transportation.SHOW NOTES(00:00) Stories of the Day(00:41) Why investors are worrying over rising gold prices(04:33) Markets stand by for earnings signals(13:00) UK says no work visas(14:38) How Mumbai's new airport could change traffic patternshttps://algobharat.in/road2impact2025/Follow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 697 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, Founder & Chief Executive Officer at Vanda Insights as well as Sachin Shah, Executive Director & Fund Manager at Emkay Investment Managers Ltd.SHOW NOTES(00:00) The Take(05:38) Why are the markets rising right now?(06:13) Gold hits fresh records even as futures are pointing higher(07:47) Decoding the outlook for the latest earnings season and expectations(16:10) Why is everyone suddenly talking about a glut in the oil market?(24:58) Prices of potatoes, onions and tomatoes fall sharply, bringing down the cost of a thalihttps://algobharat.in/road2impact2025/Follow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 696 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajat Maheshwari, chairman of the Singapore Chapter of the Global Anti-Scam Alliance (GASA) and Senior Vice President, Strategic Growth, Asia Pacific at Mastercard.SHOW NOTES(00:00) Stories of the Day(01:09) You can bet on hundreds of stocks or just on gold(02:31) The financial system is reporting higher lending(03:21) AI mania continues as AMD stock prices jump 25% after signing a deal with OpenAI for GPUs(04:25) Why there is a global shortage of the gas turbines(06:15) Eli Lilly to invest $1 billion in India for local manufacturing too(08:55) How did online scams become a trillion dollar industry so fast?https://algobharat.in/road2impact2025/Follow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 695 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Dayal, founder at Quantum Advisors as well as Vinit Bolinjkar, Head of Research at Ventura Securities Ltd.SHOW NOTES(00:00) The Take(06:26) Markets brace for a $5 billion IPO rush even as regulators smoothen the path(09:40) Domestic institutional buying is moderating(16:44) Gold prices hit fresh highs(17:13) Oil prices are falling as fears of a glut rise(18:20) A changed tax rule for NRIs is keeping more of them out and causing a revenue loss to the countryhttps://algobharat.in/road2impact2025/Follow us on:Twitter | Instagram | Linkedin | Youtube
In this episode, Govindraj explores how digital commerce is transforming consumption, jobs, investment, and exports in India. With over 250 million online shoppers today — and a projected 425 million by 2027 — ecommerce isn't just a side story; it's a growth engine ready to be unlocked.Our guest, R. Chandrasekhar, Chairperson of the Centre for the Digital Future and former IT & Telecom Secretary, shares insights from a new report on the economic impact of e-commerce and what it will take to scale it.Key topics we cover:Can e-commerce boost consumption amid slowing spending?Why India lags at 8% online retail vs. China (27%) and the US (22%)The $200 billion export opportunity by 2030How e-commerce supports 14 million digital workers, including gig jobsHow every traditional retail job replaced creates 2.5 new jobs in e-commerceThe role of GST reform in lowering costs and improving accessWhat's blocking rural ecommerce adoption and how policy can helpFixing regulations, FDI rules, compliance, credit access, logistics, and cold chainsWhy data and labor market insights are critical todayWhether you follow business, tech, capital flows, or jobs, this conversation offers clarity and context on India's digital economy.Watch, share, and tell us: Is e-commerce India's next economic multiplier?Stay with us for sharp insights, expert analysis, and clear answers on where India and the world are heading in the global oil game.Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)Follow Us on Social Media for More Updates:Twitter (https://twitter.com/the_core_in)Instagram (https://www.instagram.com/the.core.in/)Facebook (https://www.facebook.com/thecore.biz/)Linkedin (https://www.linkedin.com/company/thecore-in)Youtube (https://www.youtube.com/@thecore_in)
On Episode 693 of The Core Report, financial journalist Govindraj Ethiraj talks to Chakri Lokapriya, Chief Investment Officer at LGT Wealth Management as well as Dr. Nikhil Varma, Technical Lead, India at Algorand..SHOW NOTES(00:00) Stories of the Day(00:50) Markets stage a rebound(15:48) The Reserve Bank brings the banking system closer to the capital markets(16:57) The role of decentralised finance in supply chainshttps://algobharat.in/road2impact2025/Follow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 692 of The Core Report, financial journalist Govindraj Ethiraj talks to Nandivardhan Jain, CEO at Noesis Capital Advisors.SHOW NOTES(00:00) Stories of the Day(01:29) Foreign investors are dumping stocks like no tomorrow(06:23) Why gold and silver imports are rising despite high prices(09:14) India signs a trade agreement with four European nations including Switzerland and Norway.(10:16) India's economy needs to expand at an extraordinary 12.2% pace each year to solve its underemployment crisis, Morgan stanley has said(12:14) Why hotels are springing up near airports across India(23:13) Air Travel and Cargo Demand Show Robust Growth, IATA Reports, even as jet fuel prices continue to fallhttps://www.investing-referral.com/aff303Follow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 691 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Jain, Partner at Economic Laws Practice. We also feature an excerpt from our recent weekend edition featuring energy expert Dr Anas Al Hajji.SHOW NOTES(00:00) Stories of the Day(00:50) Why Indian markets are still under pressure(02:23) Why global investors are returning to China (04:50) Gold, silver hit fresh record highs, what's next?(06:21) Lower GST rates will hit sales numbers of consumer product companies even as HUL warns of turbulence in the next few monthshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 690 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Ranade, former Group Exec President & Chief Economist at Aditya Birla Group and now Senior Fellow, Pune International Centre.SHOW NOTES(00:00) The Take(06:17) Markets see steepest fall in six months(08:27) BRICS backed bank may issue rupee denominated bonds in the domestic market by next year(10:23) How can we really upgrade India's judicial system(22:42) Accenture to lay off staff who can't reskill on AIhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
India's oil future is being shaped by global power moves and hidden agendas. What does this mean for the Indian economy and global energy security.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj will be in conversation with energy expert Dr Anas Al Hajji to uncover the real story behind India's dependence on Russian oil, US tariffs on imports, and the role of OPEC, China, and Europe.Why is the International Energy Agency often wrong in its forecasts. How are India's refineries preparing for shifting crude supplies. Could China's oil storage strategy reshape global prices. And what really determines whether sanctions on Russia work or fail.We explore the truth about oil demand growth, future energy prices, and the geopolitical tensions driving markets. From India's energy security to US China trade wars, from Russia's oil exports to Canada's pipelines, this is a deep dive into the forces that will shape oil and energy markets through 2026.If you want to understand the next surge in oil demand, the risks for India's economy, and the opportunities for business leaders, this conversation is a must watch.Stay with us for sharp insights, expert analysis, and clear answers on where India and the world are heading in the global oil game.Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)Follow Us on Social Media for More Updates:Twitter (https://twitter.com/the_core_in)Instagram (https://www.instagram.com/the.core.in/)Facebook (https://www.facebook.com/thecore.biz/)Linkedin (https://www.linkedin.com/company/thecore-in)Youtube (https://www.youtube.com/@thecore_in)
On Episode 688 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddharth Vora, Head of Quant and Fund Manager at PL Asset Management. We also feature an excerpt from our series Manthan by Sahamati.SHOW NOTES(00:00) Stories of the Day(01:00) Why the H1B visa issue has hit the markets more than the 50% tariffs(02:53) Even as the world waits for singularity, Wall Street is concerned about circularity!(04:28) A once in a few decades IPO boom this month will strain liquidity(06:01) China is reaching out to more countries to keep their gold safely(23:38) An interesting Govt-led initiative to unify all your insurance needshttps://www.investing-referral.com/aff303Follow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 687 of The Core Report, financial journalist Govindraj Ethiraj talks to Poorva Chothani, Founder and Managing Partner - U.S. and Indian Immigration Law at LawQuest as well as Deepak Ballani, Director General at Indian Sugar Bio-energy Manufacturers Association (ISMA).SHOW NOTES(00:00) The Take(06:07) Why is HSBC overweight on India?(09:33) Indian refiners are boosting oil and gas exports to highest levels in recent years(10:49) In all the ethanol blending controversy, we forgot to ask, how are the producers of ethanol doing?(21:16) How grim is the global visa situation for Indian students and professionals?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 686 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as Ajay Kedia, Director at Kedia Advisory.SHOW NOTES(00:00) Stories of the Day(00:50) Why markets are directionless again(08:20) Silver has already risen 50% this year and why it could go further?(14:12) Automakers are reporting big sales numbers on first day of new prices(16:20) Why a look at India's remittance economy is important in the context of the new H1B ruleshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 685 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Expert, Dhairyashil Patil as well as President at the All India Consumer Products Distributors Federation (AICPDF). We all feature an excerpt from our series ‘Eye on Retail'.SHOW NOTES(00:00) Stories of the Day(01:00) Markets mostly fend off H-1B shock, IT stocks have mixed response(02:24) Gold hits fresh high, will dampen festive season purchases further(17:10) New GST rates kick off, FMCG majors absorb losses, traders expect a big boost(24:24) Two Thirds of Gen Z consumers say that they look for social media for product discovery Our new series Eye on Retail focussing on India's ecommerce growth storyEye on Retail - Episode 1: Quick Commerce
India is now the world's number two online shopping nation with over 270 million digital shoppers and a $60 billion e-commerce market that is only getting started. But what makes India's digital retail story unique, and how will it reshape global business?We're kicking off a brand-new series, Eye on Retail, supported by Flipkart, with a power-packed conversation featuring Manan Bhasin (Bain & Company) and Sangeeta Gupta (NASSCOM). Discover how: a) Quick commerce and fashion are redefining shopping habits across India b) Tier 2 and tier 3 cities are driving unexpected retail growth c) Consumer trust, regulation, and AI-driven tools will shape the next phase of digital retail Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 684 of The Core Report, financial journalist Govindraj Ethiraj talks to S. Ramesh, former chairman of the Central Board of Indirect Taxes and Customs, Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP as well as Nikhil Varma, Technical Lead, India at Algorand.SHOW NOTES(00:00) The Take(04:12) Markets will brace for IT stock hit(07:56) The prime minister welcomes a new GST regime, have concerns of business been addressed(19:42) Is the organic food that you are buying really organic?(28:21) How much do IT companies really depend on H1B visas?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
#watchnow | Is the AI stock rally unstoppable or already running on borrowed time? Since the launch of ChatGPT, markets have added trillions in value, fueled by tech giants like NVIDIA, Amazon, Tesla, Meta, and Oracle. But can this AI boom really last, or is it the next bubble investors should beware of?In this episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Aoifinn Devitt, Senior Investment Advisor at Moneta, about the truth behind AI hype, market cycles, and what investors should and should not believe. From the rise of AI infrastructure and data centers to the psychology driving Wall Street's excitement, we explore where the AI revolution is heading and what it means for global markets.✅ Will AI stocks continue to climb or face a correction✅ How Oracle and other overlooked companies became surprise winners✅ Why investors are rushing into “picks and shovels” like data centers and power✅ The risks of overvalued AI stocks and the psychology behind the frenzy✅ How AI is reshaping jobs, portfolios, and the global economyWhether you follow business news, tech trends, or market strategy, this conversation breaks down the hype and the hard truths of AI investing.
#watchnow | India wants reliable power without price shocks. In this conversation on The Core Report Weekend Edition, Govindraj Ethiraj talks with Atanu Mukherjee of Dastur Energy about a practical four step path to real energy security. Clear choices. Real trade offs. Actionable ideas for policy makers, industry leaders, and investors.What you will learn• How ethanol blending helps and where it hits limits• Why coal to chemicals and coal gasification can cut costly imports• How India's heavy refinery advantage unlocks discounted crude and better GRMs• Smarter electrification with renewables, storage, and flexible gas based power• Grid design that avoids blackout risk and runaway tariffs• What rising AI and data centers mean for India's power futureWhy this matters now• India imports most of its crude and LNG• Petrochemicals and fertilizers link directly to energy strategy• The right mix lowers CO2 while protecting growth and jobsWatch till the end for clear takeaways you can use in boardrooms and budgets. Like and share if you want more deep dives that cut through hype and focus on solutions. Comment with your biggest question on India's power mix and we will cover it in a follow up.#EnergySecurity #RenewableEnergy #IndiaPower #CoalGasification #Petrochemicals #TheCoreReport #TheCore
On Episode 681 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Prothi, Director General at Coalition for Disaster Resilient Infrastructure as well as Ambareesh Baliga, Veteran Market Expert.SHOW NOTES(00:00) Stories of the Day(00:50) The markets rise on tariff developments and rate cuts(04:26) How far can domestic flows support markets?(12:36) How Mumbai is India's millionaire capital(14:24) Building more disaster resilience is critical if we are to learn from the extreme weather events we saw in recent months in Indiahttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 680 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, Executive Vice President (Media, Retail, Consumer Discretionary & Internet) at Elara Capital.SHOW NOTES(00:00) Stories of the Day(01:00) Markets rise again on tariff talks(02:22) How it's been a year and the markets have not gone anywhere(05:02) Where are GST savings in households really likely to go?(14:45) Rolls Royce expands in India, sets up largest GCC in India(15:36) Chip wars break out again, with China at the centre(16:53) Where US customers can learn from Indiahttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 679 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded as well as Ashwin Mehta, Head of Research at Ambit Institutional Equities.SHOW NOTES(00:00) The Take(03:53) Markets are buoyant as indices hit two month highs, should we thank trade optimism.(08:46) Analysing the once hot IT sector, what lies within and what lies ahead?(24:08) Indonesia is seeing street protests, the finance minister has resigned, what's going on and what can we take away?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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