The Core Report
The Core
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
Episodes
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Aug 3, 2025 • 29min
#645 Markets Continue To Reel From FII Selling And Weak Cues
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 suggests prices will be stable to high in coming months.(07:36) India will continue to buy Russian oil, for now.(09:27) Where have India-US relations gone so wrong? with Indrani Bagchi.(19:01) India must fix its domestic economy before aspiring for strategic autonomy with Shankkar Aiyar.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 31, 2025 • 33min
#644 US Latest Tariff Threats Point To Failure In Negotiations
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 the higher tariffs(27:25) India may be suspending oil purchases from Russia for now(28:59) Air passenger growth slows in June, load factor fallshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 30, 2025 • 29min
#643 Indian Markets Have Not Changed Much In The Last Year
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 in the last year(15:37) How India’s IT engineers are unable to keep pace with new technology(18:49) Tata Motors could buy European truck maker Iveco in a $4.5 billion dealhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 29, 2025 • 22min
#642 The Markets Reverse Three Day Losing Streak
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 to overtake the US in clean energy generation(17:30) Dissenting voices have begun in the US-EU deal, what is the future of all such deals?(18:37) A DeepSeek competitor emerges from China again(19:44) Shailesh Jejurikar to take over as Procter & Gamble global CEO from January 1(20:08) Tesla’s amazing financial engineering and the shocking revenue breakuphttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 28, 2025 • 22min
#641 Indian Markets Are Falling Even As Wall Street Hits Records
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 and EU announce a deal which are sketchy on details.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 27, 2025 • 21min
#640 Uncertain Markets Brace For Fresh IPO Supply
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 does it mean beyond cheaper scotch(18:12) The US Federal Aviation Administration says no mechanical issue with Boeing 787 fuel switcheshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 20, 2025 • 27min
#639 Will Strong Reliance Results Shift Market Mood?
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 Manager at IKEA India.SHOW NOTES(00:00) Stories of the Day(01:09) Will strong Reliance results shift market mood?(04:53) Chevron to take over Hess as mega oil deal concludes(06:07) In tense times, a Niti Ayog report says India should allow more Chinese direct investment(07:32) The AI171 crash investigation is flailing. What needs to be done next(18:38) IKEA’s secrets on what Indian homes wanthttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 20, 2025 • 41min
#638 What Really Caused The Air India Crash? Pilots Speak Out | Govindraj Ethiraj | The Core Report
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 of the cockpit voice recording released? Could an electronic glitch, not pilot error, have caused the crash? Are authorities ignoring critical safety red flags?This deep-dive reveals major gaps in the preliminary investigation, the roles of India's AAIB, DGCA, and the US NTSB, and raises serious questions about Boeing Dreamliner systems.This isn't just an aviation story. It's a high-stakes case of accountability, aviation safety, and what it means for passenger trust worldwide.Don’t forget to like, share, and subscribe to The Core Report for in-depth conversations on aviation safety, accountability, and global news. For more expert insights on the Air India crash, Boeing 787 systems, and pilot perspectives, hit the bell icon now. Stay informed with Govindraj Ethiraj and The Core Report.#AirIndiaCrash #Boeing787 #AviationNews #GovindrajEthiraj #TheCoreReport #TheCore
Jul 18, 2025 • 38min
#637 Secrets IKEA Learned Visiting Indian Homes for 6 Years | Adosh Sharma | The Core Report
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 realities are reshaping one of the world’s most iconic furniture brands — from shifting away from large-format stores to launching smaller neighborhood outlets, prioritizing space-saving furniture, and even using EVs for home deliveries.Highlights include:How IKEA’s Life at Home Report is driving its India strategyThe influence of festivals, kids, and sleep on product designWhy IKEA is betting on sustainability and localized retailHow Indian consumers are pushing global brands to rethink everythingIf you’re interested in business strategy, consumer behavior, or how India is influencing global retail giants — this is an episode you don’t want to miss.0:00- Introduction1.25- IKEA's India Journey: Where It Started and Where It's Headed3.30- Breaking Down IKEA India’s Revenue Mix5.45- How Is IKEA Adapting Its Global Model to Indian Homes and Lifestyles?6.35- IKEA’s Life at Home report10.00- Retail Strategy, Market Calibration & Long-Term Play12.50- Key Consumer Trends: Style, Family & Small Space Living17.35- IKEA’s Unmet Need- Areas of Focus18.33- Pricing Strategy of IKEA’s 7000+ Products22.20- Do IKEA’s Sales Patterns Follow Real Estate Trends?26.00- IKEA’s Services Element29.50- Retail or Institutional: Which Segment Is Growing Faster?33.20- India As A Good Sourcing Place34.20- How IKEA Designs Stay The Same Across The World36.40- IKEA & Its Targets37.18- ConclusionLike, comment, and subscribe to The Core Report Weekend Edition for original, independent business analysis.Check out more on thecore.inSubscribe to our NewsletterFollow us on: Twitter | Instagram | Facebook | LinkedIn | YouTube
Jul 17, 2025 • 36min
#636 Why IT Stocks Are Pulling The Indices Down
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 official says staggering derivative losses could have gone towards responsible investing and capital formation.(17:50) India has sufficient options for oil imports if sanctions on Russia, Govt.(18:43) US-India trade deal imminent, says Trump again.(19:36) And on AI Appreciation Day, a look at where AgenticAI could change the way companies interact with customers.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
