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441 episodes with govindraj ethiraj
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How an Indian oil giant is leading the critical minerals race is now central to India's energy security and industrial future. In this Core Report Energy Special 2026, Financial Journalist Govindraj Ethiraj speaks with Ranjit Rath, Chairman & Managing Director, Oil India Limited on why critical minerals like graphite, vanadium, potash, and rare earths are becoming strategic for India and how Oil India is positioning itself in the global critical minerals race ahead of India Energy Week 2026.This conversation explains how Oil India is expanding beyond oil and gas into critical minerals exploration under the National Critical Mineral Mission, including domestic blocks in Arunachal Pradesh and Rajasthan and overseas partnerships across Australia, Latin America, and Africa. We also discuss why processing capacity matters as much as mining, how global supply chains are shifting, and what India must do to reduce import dependence in the EV, defence, fertiliser, and technology sectors.The episode also covers deep water and ultra deep water oil and gas exploration, new seismic imaging, AI and data driven exploration, and the reported natural gas occurrence in Andaman and Nicobar. You will hear updates on the Numaligarh Refinery expansion, major pipeline infrastructure, petrochemicals, and how Oil India is preparing to engage global partners and technology leaders at India Energy Week 2026.If you follow business news, energy markets, geopolitics, manufacturing, or supply chain strategy, this Core Report Energy Special 2026 connects critical minerals, oil and gas, and India's long term energy transition in one conversation.In this episode1. Why critical minerals are vital for India's energy security and industrial policy2. Graphite and vanadium exploration in Arunachal Pradesh and what vanadium is used for3. Potash mining in Rajasthan and its impact on fertiliser imports4. Rare earths, processing technology, and China's dominance in supply chains5. Overseas critical minerals strategy with KABIL6. Deep water drilling, seismic re imaging, and AI in exploration7. Numaligarh Refinery expansion, pipelines, and downstream petrochemicals8. What Oil India plans to showcase at India Energy Week 2026Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateIf this conversation helped you understand how India is approaching the critical minerals race and energy security, like the video, subscribe to The Core Report, and share it with someone working in energy, consulting, manufacturing, finance, or policy. These discussions shape how India competes in the next decade.#criticalminerals #energysecurity #indiaenergyweek2026 #oilindia #thecorereport #thecore
On Episode 755 of The Core Report, financial journalist Govindraj Ethiraj talks to Manas Majumdar Partner and Leader Oil & Gas, Fuels & Resources, PwC India.SHOW NOTES(01:00) Shares drift down the fourth consecutive session(02:45) Rising apprehension over Oracle's finances, a key player in the AI infra game(04:27) Sebi would like more women to invest in debt(05:06) 2026 is a busy year for Indian energy as more refineries go on stream, a demand outlook(15:45) India strengthens India's economic and geopolitical presence at the mouth of the Gulf with Oman FTA(18:13) Let that sink in: The Indian telecom industry saw overall overall subscriber base reaching 1.2 billion by NovemberRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 754 of The Core Report, financial journalist Govindraj Ethiraj talks to Biswapriya Bhattacharjee, Director, B2B and Technology- South Asia, Kantar as well as Connor Hill, Global Director Circular and Sustainable Living, IKEA.SHOW NOTES(01:00) Markets need two cues to turn around, they are not in sight(02:06) The rupee turns around after the RBI goes on attack mode(04:12) Let this sink in: Silver is up 128% this year(05:43) Geopolitical tensions center around Venezuela with US blockades, oil prices rise. The IEW Segment(08:43) There are over 300 million digital only consumers of media, what does that mean?(17:55) Youth world over want more recyclable materials, how are companies like IKEA responding to that?Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 753 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Ajit Ranade, Economist and Former Vice Chancellor of Gokhale Institute of Politics and Economics in Pune.SHOW NOTES(01:00) Why the markets are caught in a perfect storm involving the rupee(06:23) Leading global crude indicators are pointing towards a fall in prices now. The IEW Segment(08:06) The paradox of high growth, low inflation and a falling currency(20:14) The US struggles with putting out critical macro data is a lesson for everyone(23:25) Ford slams reverse gear on EVs globally, are there lessons for India?(26:50) After Australia, Malaysia will have controls on children's access to social mediaRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateGUEST'S RECOMMENDED READINGAjit Ranade's SelectionThe Undying Light by Gopalkrishna GandhiGolwalkar by Dhirendra JhaApple in China by Patrick McGeeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 752 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder of the Global Trade Research Initiative (GTRI) as well as Ajay Kedia, Director, Kedia Advisory.SHOW NOTES(01:57) The markets slip further on weakening cues and outflows.(02:26) The rupee hits fresh lows on absence of trade deal.(05:49) Why is Mexico hitting India with tariffs and a look at Indian exports 10-month high.(14:08) Copper prices are hitting records as metal traders shift focus, assessing the impact.(19:57) And the nuts and bolts of how GCCs are coming up in India.Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 751 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at Prime Database and Sanjaya Mariwala, Executive Chairman and Managing Director at OmniActive Health Technologies.SHOW NOTES(00:00) Stories Of The Day(00:20) The Take(05:11) New Industries Opening Up Are A Trigger For Long Term Markets.(10:00) Companies That Have Done Massive Offer For Sales With Promoters And Investor Selling Have Performed Better Than You Think.(19:49) Oil Production In America's Permian Basin, Its Bedrock Of Shale, Will Peak In December But Will Hold For Some Time.(21:32) A Company Has To Meet Over 8,000 Compliances In India And The Same Company's Plant In The US Has…Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
In this episode of The Core Report weekend edition, financial journalist Govindraj Ethiraj examines the IndiGo meltdown that disrupted Indian aviation, led to widespread flight cancellations, and exposed deeper fault lines in airline safety, regulation, and passenger protection.The discussion brings together Dr Vandana Singh, Chairperson, Aviation Cargo, Federation of Aviation Industry (India) (FAII), Captain Anil Rao, General Secretary, Airline Pilots' Association India and Sanjay Lazar, Aviation expert & CEO, AVIALAZ CONSULTANTS to analyse why pilot fatigue rules were not implemented on time, how regulatory oversight failed, and what the crisis reveals about market dominance, airline profitability, and the risks of aggressive expansion.As IndiGo holds a majority share of India's domestic aviation market, the episode explains why one airline's disruption can quickly turn into a national mobility crisis. The conversation also looks at passenger rights, DGCA accountability, exemptions to Flight Duty Time Limit rules, and whether India's aviation system is equipped to handle rapid growth without compromising safety.This episode goes beyond breaking news to offer clear lessons for airlines, regulators, and travellers, and what must change to restore trust in Indian aviation.Subscribe to The Core for sharp business journalism on policy, infrastructure, technology, manufacturing, and the forces shaping India's economy.
On Episode 749 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinish Bawa, Partner and Leader at Telecom PwC India and Karan Taurani, Executive VP at Elara Capital for Media, Retail, Consumer Discretionary and Internet.SHOW NOTES(00:00) Stories Of The Day(02:03) Federal Reserve Rate Cuts Cheer Markets (04:09) The Rupee Hits A Fresh Low(07:16) Investors Are Looking At Global Energy Stocks As They Look Beyond AI(08:46) What Is Driving The Latest Stampede For Setting Up Data Centres In India By The Hyperscalers.(16:41) Why Are Netflix And Paramount Fighting For Warner Bros And What It Means For India?Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 748 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Chief Economist at Elara Securities and Dr. Vandana Singh, Chairperson, at Aviation Cargo Federation of Aviation Industry in India (FAII).SHOW NOTES(00:00) Stories Of The Day(00:18) The Take(03:44) Markets Slide Further As Fresh Set Of Bullish Brokerage Calls Arrive(09:59) India Is Seeing Unprecedented Crop Price Deflation, Decoding The Impact(21:43) Indigo Will Have To Cut 10% Of Its Capacity, What Does That Mean For The Industry And Passengers At Peak Travel Time?(31:30) Australia's Move To Ban Social Media To Teenagers Below 16 Years Starts, With Some Learnings.Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 747 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bhalotia, General Secretary at All India Rice Exporters Association (AIREA) and Sumit Singhania, Partner at Deloitte India.SHOW NOTES(00:00) Stories Of The Day(01:02) Markets Slip Again As Santa Rally Hopes Fade(05:18) Oil Prices Are On Standby As Ukraine-Russia Talks Falter.(06:53) Indigo Says Operations Are Back To Normal.(08:28) Fresh Tariff Threats, This Time On Rice, Decoding The Impact.(14:06) Telangana Is Pulling Non Data Centre Investments As Well.(15:20) How Big Tax Firms Are Racing To Save Your Time With Customised Llm Solutions.Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 746 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautami Gavankar , President Banking Solutions at Kotak Mahindra Bank Limited and Sheetal Sapale, Vice President at Pharmarack.SHOW NOTES(00:00) Stories Of The Day(01:20) Unrelenting FPI Outflows(03:29) China's Big Export Push Is Visibly Moving From The Us To Other Countries Including India.(08:12) Why Buying Jewellery As An Investment Is Not The Best Of Ideas.(09:43) How Worsening Aqi Levels Has Meant Record Sales Of Anti Asthma And Other Respiratory Drugs.(15:37) Why Succession Planning Is Important In India's Family Owned Businesses, For Inheritors And Shareholders.(24:31) How Harvard Is Investing Your School Fees In Bitcoin And Losing It.Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 745 of The Core Report, financial journalist Govindraj Ethiraj talks to Dharmakirti Joshi, Chief Economist at Crisil. SHOW NOTES(00:10) The Take(06:04) The Markets Recover On A Rate Cut and Why The Markets Divergence Is Growing Wider.(10:22) India Will Slow Down On Coal Power Plants, IEW Segment.(12:06) What The Latest Rate Cut Means For The Economy ?(22:13) Will A Netflix Acquisition Of Warner Sail Through ? Streaming Now.Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
India is sending more students abroad even as visa rules tighten and costs rise. So why are so many young Indians still choosing foreign universities over campuses at home. And what will it take to build Indian institutions that can truly compete globally and serve our demographic dividend.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Pramath Raj Sinha, founder and trustee at Ashoka University and founding dean of the Indian School of Business, to unpack the hard truths about higher education in India. From the demand supply gap to the campus experience to academic freedom and funding, this conversation looks at institution building with the same seriousness that business families bring to succession and long term planning.You will hear about:a) Why visas for Indian students have tightened and what that means for study abroad plans?b) How India's demographic boom creates enormous pressure on universities and policymakers?c) Why even an average foreign community college can often offer a better student experience?d) What Ashoka and ISB tried to do differently in curriculum, faculty and governance?e) How to balance academic freedom with institutional survival and brand risk?f) Why quality in education is so hard to scale and why many private universities lose steam?g) What it really takes to build an 8 to 10 thousand student world class university in India?For India based professionals who track business, policy, world news and long term growth, this episode offers a rare inside view of how universities are designed, funded and governed. It speaks to anyone interested in Indian higher education, liberal arts, global talent flows, institution building, philanthropy and the future of Indian students who might otherwise choose the US, UK, Canada, Europe or China.If you care about Indian growth, talent, opportunity and the next generation, this conversation is worth your time.#IndiaEducation #IndianUniversities #StudyAbroad #TheCoreReport #AshokaUniversity
On Episode 743 of The Core Report, financial journalist Govindraj Ethiraj talks to Capt. Amit Singh a Pilot and an Aviation Safety Strategist.SHOW NOTES(00:00) Stories Of The Day(00:48) Will The Reserve Bank Cut Interest Rates Today And Markets Snap A Four Day Losing Streak.(04:59) What Is The Central Bank's View On The Rupee ?(12:06) Indigo Says Normalcy Only By February 10, 2026.(26:16) Apple Is Shipping Record Number Of Iphones Thanks To Iphone 17Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateRegister 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 742 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre and Venkata Satish Guttula who is an Independent Cybersecurity Consultant.SHOW NOTES(00:12)The Take(04:55) Markets Hesitate And Slide(08:41) What Putin's Visit To India Means For India ?(18:02) Indigo Struggles With Cancellations, Delays.(19:09) The Government Pulls Back A Directive To Install A Cyber Security App On Mobile Phones, But What Is The Solution To The Problem ?Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateRegister 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 741 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head, Research, Currency and Commodity at Kotak Securities and G. Chokkalingam , Founder at Equinomics Research.SHOW NOTES(00:00)Stories Of The Day.(10:50)Market Highs Slip Away.(18:48)Why Is The Rupee Hitting New Lows Now?(19:45)What Happens When Markets Hit Peaks?(22:24)Will Russian Oil Come Back? - The India Energy Week SegmentRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateRegister 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 740 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Advisory, Akhilesh Tuteja, Partner & National Leader, Clients and Markets, KPMG in India and Venkat Mangudi, Founder and CEO at Elytra SecuritySHOW NOTES(00:00) Stories Of The Day(00:46) Markets Predictably Struggle To Hold Highs.(05:03) What Is Driving Silver Prices To Fresh Records ?(11:27) Index Of Industrial Production Hits 14 Month Low In October(12:52) How Will Small And Large Firms Navigate The New Digital Personal Data Protection(31:22) A Cold Wave Is Coming Across Northern India.Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateRegister 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 739 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist and Head of Research and Outreach at ICRASHOW NOTES(00:00) Stories of the Day(05:06) Is A Santa Rally Around The Corner ?(08:14) And Now, $5,000 Per Ounce For Gold By Next Year(10:24) India's Solid Gdp Numbers, What Lies Behind Them And Will India Cut Interest Rates Next Month?(19:37) Oil Producers Are Weighing Impact Of Russia-Ukraine TalksRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateRegister 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 737 of The Core Report, financial journalist Govindraj Ethiraj talks to Devina Mehra, Chairperson and Managing Director at First Global, in an excerpt from our upcoming Weekend Edition.SHOW NOTES(00:00) Stories of the Day(01:19) Sensex Hits Record 86,000 as Nifty Scales Peak in Narrow Rally(03:28) Rupee Risk Persists After RBI Sells $30 Billion to Stem Slide(04:54) Nifty's Record Calm Defies Rupee's Run as Asia's Worst Currency(18:58) Oil Slides to $63 on Ukraine Ceasefire Hopes, Aiding India Margins. The IEW Segment(20:12) Mahindra Challenges Tata's EV Dominance With New $22,000 SUV(21:39) KKR Sees $7 Trillion AI Boom as ‘Industrial Revolution,' Not Bubble(25:00) FeedbackRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateRegister 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 736 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Officer at Q India UK.SHOW NOTES(00:00) The Take(05:09) Markets jump 1,000 points as they join global rallies(07:38) JP Morgan pitches Nifty at 30,000 in a year's time(10:10) Supply of fresh equity has likely peaked, says CLSA(11:28) The Government wants you to take note of the small reform doses(24:24) India's rare earth magnet pushRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateRegister 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 735 of The Core Report, financial journalist Govindraj Ethiraj talks to Sajjid Chinoy, Part-Time Member, EAC-PM (Economic Advisory Council To Prime Minister) & Chief India Economist & Head of Asia Economics at JPMorgan as well as Manish Garg, CEO of Interarch Building Solutions Limited.SHOW NOTES(00:00) Stories of the Day(00:55)A new battle between Google and Nvidia and why it affects us and the shocking story about Taiwan's chip boom.(10:52)India's Q2 GDP growth could come in at 7.2%(12:11)Can oil really fall to $30 a barrel, as JP Morgan says.(14:04)Steel prices are high because of import duties and does it affect all downstream steel users? Register for India Energy Week 2026https://www.indiaenergyweek.com/visit/visitor-registration/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 734 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, Vice President, Shinhan Bank as well as Sachin Seth, Chairman of CRIF High Mark and Regional MD, CRIF India and South Asia.SHOW NOTES(00:00) Stories of the Day(00:50) US India trade deal or lack of it roils currency and stock markets.(03:25) Why did the RBI step back from currency markets last week?(11:06) A global merger deal driven by a race for copper falls apart(14:02) What are US CEOs saying about high import tariffs(16:38) How Indians are shifting towards secured credit and bigger ticket loansRegister for India Energy Week 2026https://www.indiaenergyweek.com/visit/visitor-registration/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 733 of The Core Report, financial journalist Govindraj Ethiraj talks to Suhail Nathani, Managing Partner at Economic Laws Practice as well as Paul Jeruchimowitz, Senior Managing Director and GCC Practice Lead at Accenture.SHOW NOTES(00:00) The Take(05:09) The markets enter a new phase of volatility, clash of views.(06:03) Rupee hits an all time low as the Reserve Bank steps back.(08:43) American oil producers could struggle in a $60 oil world.(10:44) What will companies have to do to comply with the New Labour Codes?(22:10) What does it take to set up a GCC?Register for India Energy Week 2026https://www.indiaenergyweek.com/visit/visitor-registration/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
In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj in conversation with Sajjid Chinoy, Chief India Economist & Head of Asia Economics, JPMorgan, unpacks the quiet but powerful shift inside India's economy that is surprising global investors and reshaping the country's growth path. India's hidden services boom is expanding even as the world slows and this conversation reveals why it is becoming one of the strongest drivers of India's next growth wave.The discussion dives into the rise of high value service exports, the global trade reset, the China export surge, the risks building into 2026, and the pressures created by a slower world economy. The insights are grounded in data and offer a clear view of how India's services engine is cushioning the economy at a time when manufacturing and global demand face new challenges.This episode goes deeper into how technology, AI and global capability workstreams are changing the quality of Indian jobs and raising productivity across sectors. It explains the link between wages, education, digital skills and the emerging opportunities that will shape India's economic future. The conversation also addresses the big question of whether AI becomes a threat to India's workforce or a multiplier for growth.If you follow India's business trends, financial markets, technological shifts or manufacturing opportunities, this discussion offers clarity and a richer understanding of where India's economy is heading. It is designed for anyone seeking sharp insight, real data and a deeper view of the forces driving India's next decade.Hit 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 731 of The Core Report, financial journalist Govindraj Ethiraj talks to Anil Rego, Co-founder and Fund Manager at Right Horizons PMS as well as Pawan Bachwal, Vice President, Head of Financial Services at Ericsson.SHOW NOTES(00:00) Stories of the Day(00:50) A 14-month wait is coming to an end as markets inch close to all time highs(03:22) Wall Street is back on buy AI stocks mode after Nvidia results(04:31) RBI governor says demand for USD is responsible for a weak rupee (16:34) How Ericsson is powering India's fintech play at scaleRegister for India Energy Week 2026https://www.indiaenergyweek.com/visit/visitor-registration/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 730 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President at the Seafood Exporters Association of India as well as Soumya Mohanty, Managing Director and Chief Solutions Officer, South Asia at Kantar and Graham Staplehurst, Director at Kantar BrandZ.SHOW NOTES(00:00) The Take: Finding Mechanics(04:21) Indian markets in sniffing distance of all-time highs again, Sensex crossing 85,000 after 14 months(05:56) Oil India announces strategic collaboration with Total Energies of France for exploration: the IEW Segment(07:55) India's seafood exporters are putting up a fight, with some help from the Government(16:46) India's most valuable brand is..Register for India Energy Week 2026https://www.indiaenergyweek.com/visit/visitor-registration/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 729 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashish Nanda, Chief Digital Business Officer, Kotak Securities.SHOW NOTES(00:00) Stories of the Day(00:55) Global markets turn nervous even as tech leaders downplay the AI boom.(02:04) Outgoing Meta AI chief blasts LLMs(04:38) Morgan Stanley updates and upgrades India outlook to 107,000 on Sensex in a year(08:31) Algo trading is now becoming a retail product. How it works(17:48) Cloudflare goes down.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 728 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at CRISIL Ratings.SHOW NOTES(00:00) Stories of the Day(00:50) Valuation guru says he wants to move his money into cash and collectibles(05:03) India's mid cap index hits record high(06:23) The green shoots in Agri export exemptions in the US(07:18) Gold imports jump and drive up trade deficits but there is some good news too(09:17) India is going on a cement expansion spree and rural India is powering it(18:23) FeedbackRegister 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 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
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