The Core Report
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
Latest episodes
Jul 12, 2025 • 29min
#631 What The Air India Crash Report Isn’t Telling You
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 engines shut down moments after takeoff? And why was the official report released late at night without signatures or clear accountability?This in-depth conversation explores:1) The timeline of the crash and early investigation2) Potential software or FADEC malfunctions3) Pilot protocol in dual engine failure situations4) Why this case is being compared to the 737 MAX incidents5) Whether the Boeing 787 Dreamliner remains safe to flyCheck out more on thecore.inSubscribe to our NewsletterFollow us on: Twitter | Instagram | Facebook | LinkedIn | YouTube
Jul 11, 2025 • 57min
#630 The Hidden Risks in India’s Top Consumer Brands Revealed
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 overvaluedHow new-age competitors, private labels, and e-commerce are disrupting the consumer landscapeWhat most investors misunderstand about mutual fund flows and return expectationsHow shifts in consumer behavior and distribution are changing growth trajectoriesWhich sectors still offer long-term value in 2025Sanjeev Prasad explains why the old investment playbook may no longer work in a market where sentiment outweighs fundamentals.Don't miss this deep-dive conversation that challenges the prevailing narratives around equity investing in India today.Like, 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 10, 2025 • 22min
#629 Markets Dip Further as Q1 Results Start Rolling In
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 intensive countries most hit(14:24) The delay in releasing information on the Air India Ahmedabad crash has serious consequences(18:11) Heat waves in Europe have killed over 2,300 people in last week's estimateshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 9, 2025 • 29min
#628 Markets Look For Cues Even Amid Fresh Tariff Threats
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 announces fresh tariff threats(05:30) Mining and metals giant Vedanta faces an Hindenberg moment with short seller Viceroy(06:51) Why and how India’s market regulators have to disincentivse derivatives trading(16:25) Monsoon data is looking good, as is the cropping and agriculture patterns(17:26) Demand for education loans drop as visas get tighter(19:42) India’s energy demand has dropped for first time since 2020 and renewable energy including nuclear see big production spikeshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 8, 2025 • 29min
#627 The Markets Stage A Late Recovery
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 with the latest Trump tariff salvo(02:07) The markets stage a late recovery(05:19) Cement industry fortunes are looking up(07:54) Food costs are down annually but rising over last month(09:43) Electric vehicle sales jumped last month(11:23) Weight loss drugs are flying off the shelves but there are concerns too(18:57) Build on Blockchainhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 7, 2025 • 25min
#626 Markets Flat As Traders Calculate Tariff Impact
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 in $3.3 bn all cash deal(07:27) Adani enters Ambani territory with a PVC plant, how big is the market?(15:01) The rare earth crisis gets real as EV plants stare at shut downs. Are there alternatives?https://www.investing-referral.com/aff303Check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 6, 2025 • 40min
#625 Markets Set For Uncertain Week
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(06:35) OPEC to hike production further(07:49) India says it won’t be held to deadlines on trade deals(11:46) The Jane Street phenomenon and the legal wrangle(22:33) Trump’s Big Beautiful Bill, what it means for Indian companieshttps://www.investing-referral.com/aff303Check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 4, 2025 • 52min
#624 Why Growth Investing Beats Value in 2025 | Prateek Agrawal Explains
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 explains why traditional value metrics have become less relevant and how sectors like renewables, EVs, electronics, and defense are becoming key engines of sustainable earnings growth. With inflation low and global interest rates on a downward trend, growth stocks are getting a second wind—especially in India’s rapidly evolving, entrepreneur-led economy.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 3, 2025 • 30min
#623 Markets Fall In Late Trade
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(07:57) India may give in on imports of GM farm products from the US(09:07) Murmurs of dedollarisation are rising again(19:44) Indian Express launches a new print edition at a time most media houses are expanding digitallyhttps://www.investing-referral.com/aff303For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 2, 2025 • 23min
#622 Markets Fall As Tariff Fears Return
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 spending jumps in the first quarter, will the economy see a bump up?(11:45) India plans three new strategic oil reserves, oil prices rise(13:04) Investments into hospital chains are accelerating(21:20) Foxconn pulls Chinese staffers from Indiahttps://www.investing-referral.com/aff303For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
