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
Mentioned books
Oct 29, 2025 • 18min
#713 Will Trump’s Asia Visit Goodwill Spill Over To India?
On Episode 713 of The Core Report, financial journalist Govindraj Ethiraj talks to Aamar Deo Singh, Senior Vice President - Equity, Commodity & Currency at Angel One.SHOW NOTES(00:00) Stories of the Day(01:10) Will Trump’s Asia visit goodwill spill over to India?(02:56) Market exuberance rules higher as Nvidia crosses $5 trillion(05:17) It's the best time in a long time for PSU banks and the markets are rewarding the stocks.(14:33) Suzuki wants to regain 50% of India auto market share and become the largest electric car company here.(15:57) Did Bill Gates just do an about turn on climate?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Oct 28, 2025 • 32min
#712 Why Is The Global Economy Growing?
On Episode 712 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Lead Economist at Emkay Global Financial Services as well as Chokkalingam G, Founder at Equinomics Research Pvt Ltd. For our Build on Blockchain segment we feature Suraj Teja, Founder at Sow & Reap.SHOW NOTES(00:00) Stories of the Day(00:50) Why is the global economy growing?(04:19) Why banking stocks are doing well and the big bet on PSU banks(12:50) What explains India’s upward growth projections?(21:58) Amazon’s job cuts and what they mean(25:13) Build on BlockchainFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Oct 27, 2025 • 29min
#711 Are Indian Markets Breaking Out To Aim For Record Highs?
On Episode 711 of The Core Report, financial journalist Govindraj Ethiraj talks to Mihir Gandhi, Partner and Leader - Payments Transformation and Fintech at PricewaterhouseCoopers Private Limited. We also feature an excerpt of journalist and author Puja Mehra’s conversation with Economist Anoop Singh in her recent episode of How India’s Economy Works.SHOW NOTES(00:00) Stories of the Day(01:00) Are Indian markets breaking out to aim for record highs?(02:56) Trump’s Asia visit seems promising but the big question is China(04:47) What analysts are predicting for gold in the next year?(06:27) How towns like Panipat and Karur are driving India’s role in the global ecommerce market(07:50) UPI payments growth is slowing down but why the real value might come now(16:28) Why public financial management systems are critical in an era of global financial and trade uncertaintyFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
4 snips
Oct 26, 2025 • 24min
#710 US-India Trade Deal Around The Corner?
On Episode 710 of The Core Report, financial journalist Govindraj Ethiraj talks to Dheeraj Sinha, Group CEO - India & South Asia at FCB and President of The Advertising Club.SHOW NOTES(00:00) The Take(04:41) Is a US-India trade deal really around the corner?(10:42) Oil markets are sceptical Trump will stay committed to Russian sanctions(11:41) Gold prices stay down but a fall is possible(12:42) Remembering Piyush Pandey and what’s changed since his heydays?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Oct 23, 2025 • 20min
#709 Markets Rise For The 6th Day
On Episode 709 of The Core Report, financial journalist Govindraj Ethiraj talks to Shalini Pillay, India Leader for the Global Capability Centres segment at KPMG in India.SHOW NOTES(00:00) Stories of the Day(00:50) Markets rise for the 6th day as optimism takes over.(02:49) US sanctions on Russian oil majors will affect India.(06:18) India’s vast talent pool is a magnet for more GCC business verticials, latest being energy.(15:14) Tesla posts losses again though its CEO wants a $1 trillion salary.(16:51) FeedbackFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Oct 22, 2025 • 24min
#708 Gold Prices Reverse Their Manic Run
On Episode 708 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-founder & Chief Global Strategist at PACE 360 as well as Dr. Jan Mischke, co-author of the report Out of balance: What's next for growth, wealth, and debt? and Partner at the McKinsey Global Institute (MGI).SHOW NOTES(00:00) Stories of the Day(00:50) Gold prices reverse their manic run, where will they go now?(10:30) Oil prices are up on renewed hopes of an India-US deal and Indian purchases of oil.(11:29) Global wealth has reached $600 trillion, outpacing GDP growth since 2000, and powered more by debt and paper wealth than productivity. What does that mean?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Oct 19, 2025 • 32min
#707 Financials Are In and So Are Markets
On Episode 707 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Bansal, CEO at Amazon Pay as well as Nikhil Varma, Technical Lead, India at Algorand.SHOW NOTES(00:00) The Take(07:14) Financials are in and so are markets(08:43) Gold prices ease off but not enough for Diwali(09:26) US-China squabble again, more flights from India to China(10:38) How women entrepreneurs are driving growth in payments(24:11) IES and BlockchainFollow us on: Twitter | Instagram | Linkedin | Youtube
Oct 18, 2025 • 52min
#706 How Patels Built America’s Motel Empire? | Govindraj Ethiraj | The Core Report
Indians own more than 60% of America’s hotels. How did the so-called “Patel Motel Cartel” grow from humble mom-and-pop motels to multi-billion-dollar hospitality empires?In this episode of The Core Report Weekend Edition, Govindraj Ethiraj is in conversation with Emmy & Peabody-winning filmmakers Amar Shah and Rahul Rohatgi, directors of The Patel Motel Story, whose new documentary traces this journey — from 1940s California farm labor camps to AAHOA’s 33,000-member powerhouse network.They unpack handshake loans, family-run operations, franchising leaps, women-led growth, risk, resilience, and the post-COVID reset that reshaped the industry.What You’ll Learn:• Why Patels control ~60% of U.S. hotels and motels• The Kanji Monshu Desai origin story and early Gujarati networks• How “live-in, run-lean” operations outcompeted higher-cost players• Franchising, asset ownership, and the move to premium brands• How 2nd/3rd-gen operators turned into real-estate powerhouses• The pivotal role of women in scaling and governance• Headwinds: safety issues, racism, immigration sentiment, and COVID shocks• What’s next — consolidation in the U.S. or global expansion?If you’re into business strategy, entrepreneurship, hospitality, real estate, immigration economics, or great origin stories — this episode is unmissable.Suggested Chapters:1.30- Introduction2.55- The Idea Behind the Patels’ Motel Legacy7.05- Tracing the Patels’ Roots: A Generational Story12.10- How the Patels Spread Across the U.S 16.55- The Start of the Patel Motel Revolution21.00 - How Patels Built a Distinctive Hospitality Model23.50- How New Generations Are Shaping the Patel Motel Legacy30.38- The Role of Women in the Patel Motel Legacy36.25- Reflections on 70+ Years of the Patel Motel Story40.25- Challenges for Patel Motel Owners in Today’s America48.30- The Most Enduring Patel Motel Stories 51.45- Closing👉 Like, share, and subscribe to The Core Report for deep dives into business, tech, manufacturing, and markets.
Oct 16, 2025 • 30min
#705 Companies are Investing $1.5 Trillion in IT/AI Infra in the Next 3-4 Years
On Episode 705 of The Core Report, financial journalist Govindraj Ethiraj talks to Mario Morales, GVP & General Manager, Semiconductors & Enabling Technologies at IDC.SHOW NOTES(00:00) Stories of the Day(00:41) The Markets Jump(02:44) Tech Results Are In(04:34) Semiconductors and AIFollow us on: Twitter | Instagram | Linkedin | Youtube
Oct 15, 2025 • 15min
#704 Surge In Gold And Silver Imports Drives Up India’s Trade Deficit
On Episode 704 of The Core Report, financial journalist Govindraj Ethiraj talks to John Pearson, Global CEO at DHL Express, from a larger conversation featured in our Weekend Edition.SHOW NOTES(00:00) Stories of the Day(00:50) Surge in gold and silver imports drives up India’s trade deficit(03:55) Oil prices fall on uncertainty but India stands to benefit(04:46) Why you will stop investing in IPOs if you hear these numbers(07:35) One country may leave global trade but 219 are embracing it, find out why and howFollow us on: Twitter | Instagram | Linkedin | Youtube
