

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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Sep 21, 2025 • 30min
#683 How Long Can The AI Stock Rally Really Last | Investors Beware | Govindraj Ethiraj | The Core Report
#watchnow | Is the AI stock rally unstoppable or already running on borrowed time? Since the launch of ChatGPT, markets have added trillions in value, fueled by tech giants like NVIDIA, Amazon, Tesla, Meta, and Oracle. But can this AI boom really last, or is it the next bubble investors should beware of?In this episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Aoifinn Devitt, Senior Investment Advisor at Moneta, about the truth behind AI hype, market cycles, and what investors should and should not believe. From the rise of AI infrastructure and data centers to the psychology driving Wall Street’s excitement, we explore where the AI revolution is heading and what it means for global markets.✅ Will AI stocks continue to climb or face a correction✅ How Oracle and other overlooked companies became surprise winners✅ Why investors are rushing into “picks and shovels” like data centers and power✅ The risks of overvalued AI stocks and the psychology behind the frenzy✅ How AI is reshaping jobs, portfolios, and the global economyWhether you follow business news, tech trends, or market strategy, this conversation breaks down the hype and the hard truths of AI investing.👉 Watch now to discover what the AI boom really means for your money, your career, and the future of markets.#AI #Stocks #Investing #Markets #BusinessNews #TheCoreReport #TheCore

Sep 20, 2025 • 59min
#682 The 4 Step Solution To Meet India's Energy Demands | Govindraj Ethiraj | The Core Report
#watchnow | India wants reliable power without price shocks. In this conversation on The Core Report Weekend Edition, Govindraj Ethiraj talks with Atanu Mukherjee of Dastur Energy about a practical four step path to real energy security. Clear choices. Real trade offs. Actionable ideas for policy makers, industry leaders, and investors.What you will learn• How ethanol blending helps and where it hits limits• Why coal to chemicals and coal gasification can cut costly imports• How India’s heavy refinery advantage unlocks discounted crude and better GRMs• Smarter electrification with renewables, storage, and flexible gas based power• Grid design that avoids blackout risk and runaway tariffs• What rising AI and data centers mean for India’s power futureWhy this matters now• India imports most of its crude and LNG• Petrochemicals and fertilizers link directly to energy strategy• The right mix lowers CO2 while protecting growth and jobsWatch till the end for clear takeaways you can use in boardrooms and budgets. Like and share if you want more deep dives that cut through hype and focus on solutions. Comment with your biggest question on India’s power mix and we will cover it in a follow up.#EnergySecurity #RenewableEnergy #IndiaPower #CoalGasification #Petrochemicals #TheCoreReport #TheCore

Sep 18, 2025 • 33min
#681 The Markets Rise On Tariff Developments
On Episode 681 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Prothi, Director General at Coalition for Disaster Resilient Infrastructure as well as Ambareesh Baliga, Veteran Market Expert.SHOW NOTES(00:00) Stories of the Day(00:50) The markets rise on tariff developments and rate cuts(04:26) How far can domestic flows support markets?(12:36) How Mumbai is India’s millionaire capital(14:24) Building more disaster resilience is critical if we are to learn from the extreme weather events we saw in recent months in Indiahttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube

Sep 17, 2025 • 22min
#680 Markets Rise Again On Tariff Talks
On Episode 680 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, Executive Vice President (Media, Retail, Consumer Discretionary & Internet) at Elara Capital.SHOW NOTES(00:00) Stories of the Day(01:00) Markets rise again on tariff talks(02:22) How it’s been a year and the markets have not gone anywhere(05:02) Where are GST savings in households really likely to go?(14:45) Rolls Royce expands in India, sets up largest GCC in India(15:36) Chip wars break out again, with China at the centre(16:53) Where US customers can learn from Indiahttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube

Sep 16, 2025 • 35min
#679 Markets Are Buoyant As Indices Hit Two Month Highs
On Episode 679 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded as well as Ashwin Mehta, Head of Research at Ambit Institutional Equities.SHOW NOTES(00:00) The Take(03:53) Markets are buoyant as indices hit two month highs, should we thank trade optimism.(08:46) Analysing the once hot IT sector, what lies within and what lies ahead?(24:08) Indonesia is seeing street protests, the finance minister has resigned, what’s going on and what can we take away?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube

Sep 15, 2025 • 36min
#678 'Run it hot', The Wall Street Theme Playing Out Here Too
On Episode 678 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia is the Founder and Director of Kedia Capital Services as well as Rajiv Mitra, Food and Dairy industry expert. We also feature excerpts from a recent panel discussion on AI and Agentic AI with several business leaders at Season 9 of the Accenture B School Challenge.SHOW NOTES(00:00) Stories of the Day(00:50) Run it hot, the Wall Street theme playing out here too.(05:36) Gold prices hit fresh highs. How much further?(11:07) What happens if India opens its market to American premium cheese?(18:44) How enterprises from shoes to beer and tyres are using AI at work.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube

Sep 14, 2025 • 20min
#677 The Tariff Overhang Continues
On Episode 677 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Varma, Technical Lead, India at Algorand.SHOW NOTES(00:00) The Take(04:12) The tariff overhang continues but markets have forgotten them(09:05) How real world enterprises are building on blockchain(18:21) The rains are leaving earlyhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube

11 snips
Sep 13, 2025 • 41min
#676 From Zero To 400,000 Tonnes The Epic Comeback Of Maggi Noodles | Govindraj Ethiraj | The Core Report
Suresh Narayanan, former chairman of Nestlé India with over 35 years in consumer products, shares the dramatic comeback of Maggi noodles in India. He discusses how the brand rebuilt trust after a crisis and soared back to 400,000 tonnes in sales. The conversation covers the impact of GST cuts on consumption, shifts in consumer spending due to inflation, and the importance of digital marketing strategies. Narayanan also emphasizes the need for legacy brands to innovate in a competitive market, especially with Gen Z's evolving tastes.

Sep 11, 2025 • 32min
#675 Is India Riding A Global Market Boom Or Trailing It?
On Episode 675 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative as well as Gulam Zia, Executive Director at Knight Frank.SHOW NOTES(00:00) Stories of the day(01:00) Is India riding a global market boom or trailing it?(06:17) Welcome to a decade of dust as over 910 societies sign up for redeveloping their properties in Mumbai city.(17:06) India’s non tariff barriers are almost machiavelian in design and implementation as many importers have found.(28:32) Air India CEO reiterates nothing wrong with Ahmedabad plane or operations referring to preliminary report.(29:28) Mahindra says it will issue advisory on impact of ethanol blended fuel as controversy continues to rage.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube

Sep 10, 2025 • 27min
#674 Markets Jump Again
On Episode 674 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Pathak, Research Director at Counterpoint Research as well as Pushan Sharma, Director at Crisil Intelligence.SHOW NOTES(00:00) The Take(04:31) Markets jump again as Trump appears to smoke a peace pipe.(07:04) No GST rate cuts on mobile phones but sales are expected to be strong, picking up on Apple’s latest iPhone 17(16:50) This year’s monsoons have been excessive and hurt crop production. What should policy makers do next?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube