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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Dec 18, 2025 • 21min
#755 Shares Drift Down The Fourth Consecutive Session
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
Dec 17, 2025 • 29min
#754 Markets Need 2 Cues To Turn Around
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
Dec 16, 2025 • 29min
#753 Why The Markets Are Caught In A Perfect Storm Involving The Rupee
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
Dec 15, 2025 • 26min
#752 The Markets Slip Further On Weakening Cues And Outflows
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-delegateGUEST’S RECOMMENDED READING 2025Ajay Srivastava’s selection Bahubali 63 insights into Jainism by Devdutt PatnaikThe Great Disruption by Srividya JandhyalaUrdu Shabdo ka Guldasta by Anjara NaqviAjay Kedia’s selection Minimal: How to Simplify Your Life and Live Sustainably by Madeleine Olivia: For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Dec 14, 2025 • 28min
#751 New Industries Opening Up Are A Trigger For Long Term Markets
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
13 snips
Dec 13, 2025 • 38min
#750 IndiGo Meltdown Lessons for Indian Aviation Passenger Rights and DGCA | The Core Report
In a riveting discussion, Dr. Vandana Singh, Chairperson of FAII, highlights how IndiGo's dominance created a nationwide mobility crisis during flight disruptions. Captain Anil Rao shares alarming insights on how lax pilot duty regulations jeopardize safety, while Sanjay Lazar criticizes regulatory failures and advocates for stronger oversight. The trio tackles passenger rights, the need for equitable safety standards, and the challenge of balancing profitability and safety in Indian aviation. Their insights reveal crucial lessons needed to restore trust in the airline industry.
10 snips
Dec 11, 2025 • 28min
#749 Federal Reserve Rate Cuts Cheer Markets
Join Vinish Bawa, a PwC India Partner specializing in telecom, as he reveals why global hyperscalers are racing to invest in India's data centers. He discusses the impact of AI and local sovereignty on these moves. Karan Taurani from Elara Capital analyzes the fierce Netflix and Paramount battle for Warner Bros and its implications for India's OTT landscape. As markets respond to Federal Reserve rate cuts, they explore the shifting tides in the media and energy sectors. Don't miss insights on investor dynamics and future trends!
Dec 10, 2025 • 33min
#748 Markets Slide Further As Fresh Set Of Bullish Brokerage Calls Arrive
In this discussion, Garima Kapoor, Chief Economist at Elara Securities, delves into India's unprecedented crop price deflation, exploring the effects of unseasonal rains and regulatory policies. She connects declining farm incomes to rural demand shifts, especially in two-wheelers. Dr. Vandana Singh, Chairperson of the Aviation Cargo Federation, analyzes the implications of Indigo's 10% capacity cuts, regulatory decisions, and competitive shifts in the airline industry. The conversation highlights the intricate relationships between agriculture, regulation, and market dynamics.
Dec 9, 2025 • 27min
#747 Markets Slip Again As Santa Rally Hopes Fade
Ajay Bhalotia, General Secretary of AIREA, dives into the nuances of Indian rice exports, discussing tariffs and their potential impact on market volumes. Sumit Singhania from Deloitte India shares insights on the innovative AI-powered TaxPragya platform, aimed at transforming tax research for professionals. The conversation spurs on how such technologies can enhance productivity and accuracy, ensuring timely and precise compliance in a complex landscape. Together, they explore the intersection of agriculture and technology in today's economy.
Dec 8, 2025 • 27min
#746 Unrelenting Foreign Portfolio Investor Outflows
In this engaging discussion, Sheetal Sapale, Vice President at PharmaRack, highlights the surge in respiratory drug sales due to alarming air quality levels. Gautami Gavankar, President of Banking Solutions at Kotak Mahindra Group, emphasizes the importance of succession planning in family-owned businesses, addressing the evolving roles of heirs and the need for efficient management transitions. They also explore China’s shifting export strategy towards India, alongside the nuances of investment choices like gold jewellery.
