On Episode 659 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at Crisil Ratings as well as Ananay Jain, Partner at Grant Thornton Bharat. SHOW NOTES (00:00) The Take (04:31) Markets rise for the 5th day on easing tariff fears. (07:29) Government initiates laws to ban real money gaming (16:07) Why are te…

On Episode 658 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre as well as Chandrima Chatterjee, Secretary General at the Confederation of Indian Textile Industry (CITI). SHOW NOTES (00:00) Stories of the Day (01:27) The markets ride on macro bliss and expectations of a solution to Russi…

On Episode 657 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO, India, SEA, MEA at CBRE as well as Paul Hickin, Chief Economist and Editor-in-Chief Petroleum Economist. SHOW NOTES (00:00) Stories of the Day (00:50) How a combo tax package is keeping the markets happy (04:13) Corporate earnings o…

On Episode 656 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Jain, Deputy Managing Partner at Economic Laws Practice (ELP) as well as Prashanth Agarwal, Partner at PwC. SHOW NOTES (00:00) The Take (06:17) Markets set to benefit from positive cues including GST-led consumption boost. (10:19) GST will be a Rs 40,000 crore …

India’s Plan B: Surviving A 50% US Tariff Threat What happens when US tariffs on Indian goods could hit 50% by the end of August? In this episode of The Core Report Weekend Edition, Govindraj Ethiraj talks to Rahul Mehta from Clothing Manufacturers Association of India and Ajay Srivastava from Global Trade Research Institute about how exporters can…

On Episode 654 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director - S&P Global Mobility, India & ASEAN. We also feature an excerpt from Puja Mehra’s recent interview with Neelkanth Mishra from our show How India’s Economy Works. SHOW NOTES (00:00) Stories of the Day (01:01) Will India join the global stock ra…

On Episode 653 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP at Geojit Financial Services. We also feature an excerpt from our Interview with Abhijit Pegu, co-founder of LW3. SHOW NOTES (00:00) Stories of the Day (00:50) Markets struggle to make up their mind (10:24) Inflation is now 1.55% and food infl…

On Episode 652 of The Core Report, financial journalist Govindraj Ethiraj talks to Viral Desai, Senior Executive Director at Knight Frank as well as Sugandha Sachdeva, Founder at SS WealthStreet. SHOW NOTES (00:00) Stories of the Day (00:50) Markets appear to price in the worst of Trump tariffs as domestic flows stay strong. (07:02) Where could gol…

In this episode, author and journalist Puja Mehra speaks to economist Dr. Rajiv Kumar about his new book “Everything All At Once: India and the Six Simultaneous Global Transitions” co-authored with Ishan Joshi. The book argues that at a time the world is in a geoeconomic and technological flux, India’s development goals cannot be met through “busin…

On Episode 651 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas. We also feature an excerpt from an upcoming episode of How India’s Economy Works, where economic journalist Puja Mehra speaks to economist Rajiv Kumar about his latest book. SHOW NOTES (00:00) The Take (05:48) Labour-intens…

In this episode of The Core Report Weekend Edition, we ask the big question — what will it take for India to repair US trade relations? In this high-stakes conversation, leading voices in diplomacy, economics, and foreign affairs unpack the standoff between India and the United States. Is this really about tariffs and trade policy, or is it driven …

On Episode 649 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as C S Vigneshwar, President at FADA. SHOW NOTES (00:00) Stories of the Day (00:50) Indian markets bet on a solution to India-US tariff war (04:36) Which sectors are really affect…

On Episode 648 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda as well as Ayaz Memon, veteran sports journalist and commentator. SHOW NOTES (00:00) Stories of the Day (01:00) Can the stock markets now shrug off the 25% plus 25% tariffs that we are now facing for Indian exports in…

On Episode 647 of The Core Report, financial journalist Govindraj Ethiraj talks to Moses Harding John, President & CEO at IndusInd International Holdings Limited, Mauritius as well as Chirag Doshi, Executive Director, LGT Wealth India. SHOW NOTES (00:00) Stories of the Day (01:00) Indian markets have an earnings challenge (03:49) How Wall Street’s …

On Episode 646 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President at Seafood Exporters Association of India as well as Vaibhav Sanghavi, CEO of ASK Hedge Solutions. SHOW NOTES (00:00) Stories of the Day (00:50) Could the Sensex hit 100,000 by next year? (02:40) The rupee falls despite the dollar index also go…

On Episode 645 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, Chief Executive Officer, Ananta Centre as well as Shankkar Aiyar, veteran economic journalist, columnist and author. SHOW NOTES (00:00) Stories of the Day (00:50) Markets continue to reel from FII selling and weak cues. (05:49) Rising gold demand sugg…

On Episode 644 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Strategist at Q India UK as well as Ajay Srivastava, Founder at Global Trade Research Initiative. SHOW NOTES (00:00) Stories of the Day (03:24) US latest tariff threats point to failure in negotiations (07:15) Who will get most hurt by …

On Episode 643 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder at Equinomics Research as well as Vivek Kumar, Economist at QuantEco Research. SHOW NOTES (00:00) Stories of the Day (01:00) India should brace for 25% tariffs on exports to the US (05:15) Indian markets are up but they have not changed much i…

In this episode, author and journalist Puja Mehra speaks to trade policy expert Prof. Abhijit Das about the India-UK Free Trade Agreement (FTA) that was signed on 24th July 2025 after years of negotiation. Hailed as a major breakthrough, the agreement promises tariff-free access for Indian exports like textiles, leather, and marine products, along …

On Episode 642 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Jain, Director at Dolat Capital. SHOW NOTES (00:00) Stories of the Day (01:09) A Short Take (04:20) The markets reverse three day losing streak (06:02) Indian IT companies are downsizing, does that make them more attractive as investments? (16:19) India is set …

On Episode 641 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert. SHOW NOTES (00:00) Stories of the Day (02:41) Oil analysts are predicting more supply in the market which should keep prices stable to low. (03:49) Indian markets are falling even as Wall Street hits records, decoding the latest. (19:52) US…

On Episode 640 of The Core Report, financial journalist Govindraj Ethiraj talks to Pallavi Bakhru, Partner and India-UK Corridor Leader at Grant Thornton Bharat. SHOW NOTES (00:00) The Take (05:00) Uncertain markets brace for fresh IPO supply (06:49) TCS is downsizing, to reduce 2% of its workforce. (08:35) India and the UK have a trade deal. What …

On Episode 639 of The Core Report, financial journalist Govindraj Ethiraj talks you through the top news stories in business. We also feature excerpts from our recent interviews with CS Randhawa, President at the Federation of Indian Pilots (FIP), Captain Sam Thomas, President at the Air Line Pilots’ Association and Adosh Sharma, Country Commercial…

In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with veteran pilots Captain CS Randhawa and Captain Sam Thomas to uncover the deeper truth behind the Air India Boeing 787 crash that killed 260 people. As global media fuels speculation, this conversation goes beyond headlines. Why was only 2 seconds …

In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Adosh Sharma, Country Commercial Manager at IKEA India, about how deep, on-the-ground insights from Indian families are transforming IKEA’s approach to design, retail, and sustainability. Learn how Indian living habits, cultural rhythms, and urban…

On Episode 636 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashvin is the Chief Strategy Officer for Consulting in Deloitte Asia Pacific as well as Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP. SHOW NOTES (00:00) Stories of the Day (05:12) Why IT stocks are pulling the indices down (15:33) A top Sebi officia…

On Episode 635 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajashree Sarna, Partner, Grant Thornton Bharat as well as Ashish Nanda, President and Digital Business Head at Kotak Securities. SHOW NOTES (00:00) Stories of the Day (00:50) Indian markets in consolidation mode (03:32) First signs of tariff impact on the US economy…

In this episode, author and journalist Puja Mehra speaks to trade policy expert Prof. Abhijit Das about the status of India’s trade negotiations with the United States under the Trump administration. While President Trump had promised 90 trade deals in 90 days, only two have materialised—one with the UK and another with Vietnam—and even those remai…

On Episode 634 of The Core Report, financial journalist Govindraj Ethiraj talks to Naushad Forbes, Chancellor of Nayanta University and Co-Chairperson of Forbes Marshall. We also feature an excerpt from our extended discussion with Algorand’s Technical Lead for India, Nikhil Varma and Anil Kakani, VP and India Head at the Algorand Foundation in our…

On Episode 633 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist, Emkay Global Financial Services. SHOW NOTES (00:00) Stories of the Day (00:41) Indian markets want high frequency algo traders back (03:52) Silver is now the preferred metal, even over gold (04:45) Inflation hits six year low (13:05) D…

On Episode 632 of The Core Report, financial journalist Govindraj Ethiraj talks to Chirag Doshi, Executive Director, LGT Wealth India. We also feature an excerpt from our recent Weekend Edition interview with Sanjeev Prasad, Managing Director & Co- Head at Kotak Institutional Equities. SHOW NOTES (00:00) The Take (03:43) Have markets completely dis…

What really caused the Air India Boeing 787 crash in Ahmedabad? In this Core Report Special Edition, Govindraj Ethiraj is joined by experienced airline pilot Captain Sam Thomas, President, ALPA India to break down the preliminary crash report and the unanswered questions behind it. Was it pilot error or a technical system failure? Why did both engi…

Welcome to The Core Report Weekend Edition with Govindraj Ethiraj. In this episode, veteran market expert Sanjeev Prasad offers an eye-opening take on the growing disconnect between consumer brand valuations and real business fundamentals. We explore: Why popular Indian consumer brands like HUL and Nestlé may be severely overvalued How new-age comp…

On Episode 629 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded. SHOW NOTES (00:00) Stories of the Day (00:50) Markets dip further as Q1 results start rolling in (05:19) Inflation could fall further to 2.5% (05:55) Trump tariff range from 50% to 500%, labour inten…

On Episode 628 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijai Mantri, Co-Founder & Chief Investment Strategist at JRL Money as well as Vibhuti Garg, Director – South Asia at Institute for Energy Economics and Financial Analysis (IEEFA). SHOW NOTES (00:00) Stories of the Day (01:00) Markets look for cues even as Trump anno…

On Episode 627 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, VP – Commercial at Pharmarack. We also feature an excerpt from our interview with Sumit Goswami, CEO and co-founder of ARVO, part of our Build on Blockchain Series. SHOW NOTES (00:00) Stories of the Day (00:50) Countries around the world are grappling…

On Episode 626 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Khattar, Founder at AdvantEdge as well as Prashant Vashisht, SVP and Co-Group Head, ICRA Ltd. SHOW NOTES (00:00) Stories of the Day (01:00) Markets flat as traders calculate tariff impact (05:30) French consulting giant CapGemini to acquire Indian BPO firm WNS …

On Episode 625 of The Core Report, financial journalist Govindraj Ethiraj talks to Ravi Hegde, Founding PartnerRHP Partners, Lloyd Pinto, Partner - US Tax at Grant Thornton Bharat as well as Shishir Lagu, Partner – Tax services at KNAV Advisory Inc. SHOW NOTES (00:00) The Take (05:19) Markets set for uncertain week as trade talks inconclusive (06:3…

This week on The Core Report: Weekend Edition, Govindraj Ethiraj speaks with Prateek Agrawal, MD & CEO of Motilal Oswal AMC, overseeing ₹1.5 lakh crore in assets, on why growth investing is outpacing value investing in 2025. As India’s equity markets continue to scale new highs, Prateek breaks down the fundamental shifts driving this momentum. He e…

On Episode 623 of The Core Report, financial journalist Govindraj Ethiraj talks to Moses Harding John, President & CEO at IndusInd International Holdings Limited, Mauritius. SHOW NOTES (00:00) Stories of the Day (01:00) Markets fall in late trade as financials lose for the 4th session (04:51) Oil prices could touch $60 by year end, says S&P Global …

On Episode 622 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as Sunil Thakur, Partner at Quadria Capital. SHOW NOTES (00:00) Stories of the Day (01:00) Markets fall as tariff fears return closer to July 9 deadline (04:40) Government spendin…

In this episode, author and journalist Puja Mehra speaks to senior aviation journalist Ashwini Phadnis and former Senior Deputy Editor at Business Line (aka The Hindu Business Line) about the long and chequered history of India’s civil aviation sector—from the post-Independence days of Air India under JRD Tata to the airline’s recent crash under Ta…

On Episode 621 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, Managing Director at CR Forex. We also feature an excerpt from our upcoming interview with Jerry Chu, CEO at Lofty AI. SHOW NOTES (00:00) Stories of the Day (01:09) The markets wait for the tariff talks to end (01:48) Why valuations of consumer facing co…

On Episode 620 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert. SHOW NOTES (00:00) Stories of the Day (01:29) Markets snap a 4-day winning streak (03:41) Is a flood of fresh funds swamping markets and distorting valuations (18:49) The gold paradox between America and the rest of the world (21:04) GST co…

On Episode 619 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K. Bhattacharya, Editorial Director at Business Standard. SHOW NOTES (00:00) Stories of the Day (05:48) Markets are just 2.5% away from September peak even as record highs are predicted (08:41) Rupee has best day in two years (10:03) Luxury EV sales are zooming…

Can digital traceability transform India's agriculture and food exports?__________________________________________In this insightful episode of The Core Report Weekend Edition, host Govindraj Ethiraj talks to Mark Kaplan, co-founder of Wholechain, a global platform improving supply chain transparency across food and agriculture sectors — including …

On Episode 617 of The Core Report, financial journalist Govindraj Ethiraj talks to Rishi Agrawal, CEO and Co-Founder of Teamlease Regtech. SHOW NOTES (00:00) Stories of the Day (01:10) The stock markets see 1,000 point jump (02:26) Bank stocks in vogue as HDFC Bank hits an all time high (06:02) Sales of houses drop 20% on year in top 7 cities (07:2…

On Episode 616 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Jain, Co-founder and Chief Investment Officer at Multipl. SHOW NOTES (00:00) Stories of the Day (00:50) Markets gain for second day on Israel-Iran truce (01:45) Oil prices stay down (02:54) How mutual investors are diversifying their holdings on the back of rec…

On Episode 615 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice-President (Commercial) at Pharmarack. We also feature an excerpt from our upcoming interview with Mark Kaplan, Co-Founder at WholeChain, part of our Build on Blockchain Series. SHOW NOTES (00:00) Stories of the Day (01:00) Markets shrug off middl…

On Episode 614 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Tandon, Founder and Managing Director at IiAS. SHOW NOTES (00:00) Stories of the Day (01:09) Stock Markets unmoved by the Middle east war, for now. Iran launches missiles at Qatar (03:57) The rupee turns weak as the dollar strengthens (06:15) Oil prices recover …