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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Nov 10, 2025 • 21min
#722 Why Indian Markets Are Recovering Now
Ajay Srivastava, founder of the Global Trade Research Initiative and a trade policy expert, delves into India's market recovery and the factors driving it. He discusses Goldman Sachs' recent upgrade of India and outlines the impact of Quality Control Orders (QCOs) on small businesses, highlighting how these regulations favor larger firms. Ajay emphasizes the need to ease burdens on importers while addressing the resistance from established industries. Additionally, he touches on the growing weight-loss drug market and the tariff challenges faced by Indian restaurants in New York.
Nov 9, 2025 • 28min
#721 Markets Grapple With High Intensity IPO Demand
In this engaging conversation, Sheetal Sapale, a pharma intelligence expert at Pharmarack, discusses the soaring sales of Monjaro and seasonal trends in respiratory medicines. Shankkar Aiyar, a veteran economic journalist, delves into the implications of state cash-transfer schemes and their effects on governance and public finance. They explore how these transfers can impact labor mobility, raise costs, and create fiscal strains. The discussion also touches on the shifting dynamics in pharmaceutical sales and consumer inflation trends.
10 snips
Nov 6, 2025 • 29min
#720 Markets Seek Direction
Atul Chaturvedi, Special Advisor at the Asian Palm Oil Alliance, discusses the significance of soybean imports in US-India trade talks. He highlights pressures on US farmers and India's constraints on soybean meal imports. Amit Pabari, Managing Director at CR Forex, reveals the complexities behind Indigo's recent forex losses and explains hedging strategies for Indian corporations. They also touch on potential compromises for easing import duties on soybean oil, showcasing the intricate interplay between agriculture and finance.
21 snips
Nov 6, 2025 • 47min
Inside India’s Gig Economy Jobs Growth and Labour Law Shake-Up
Dr. Arpita Mukherjee, a labor economics expert, and A. Balasubramanian from TeamLease Services discuss India's evolving gig economy. They explore the significant growth of gig jobs, which are projected to quadruple in the coming years, while highlighting the social security gaps and challenges in implementation of new labor codes. The conversation covers the changing definitions of gig work, gender participation issues, and the impact of climate extremes on outdoor jobs. Their insights shed light on the future landscape of employment in India.
Nov 5, 2025 • 21min
#719 Valuation Concerns Are Hanging Over Global Markets
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
Nov 4, 2025 • 29min
#718 A Market Peak Is Close But Not Imminent Right Now
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
Nov 3, 2025 • 28min
#717 Will Indian Markets See A Strong November?
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
5 snips
Nov 2, 2025 • 29min
#716 October was a Good Month for The Markets
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
10 snips
Nov 1, 2025 • 33min
#715 Inside The Tata Trust Power Struggle Shaking Corporate India | Govindraj Ethiraj | The Core Report
In a riveting discussion, Shriram Subramanian, an expert in corporate governance, and Hetal Dalal, COO of IIAS India, navigate the power struggle within Tata Trusts. They unveil the complexities of governance, revealing the underlying family ties, and highlight how legacy and ego impact billion-dollar decisions. As tensions rise over capital allocation and trustee roles, they offer vital insights for family-run businesses on succession planning. With Tata's influence on the market, what does this mean for investors? Tune in for a deep dive into corporate India's shifting landscape.
Oct 30, 2025 • 27min
#714 Trump-Jinping Meet After Six Years Won’t Really Help Markets
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
