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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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
Jul 1, 2025 • 27min
#621 The Markets Wait For The Tariff Talks To End
On Episode 621 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, Managing Director at CR Forex. We also feature an excerpt from our upcoming interview with Jerry Chu, CEO at Lofty AI.SHOW NOTES(00:00) Stories of the Day(01:09) The markets wait for the tariff talks to end(01:48) Why valuations of consumer facing companies are stretched(05:55) India’s GST numbers come in lower(06:30) India’s factory output is up(07:30) Why the Rupee is lagging Asian peers when the dollar is still weak.(15:57) India has a Rs 100000 crore R&D budget set aside(18:09) Build on Blockchainhttps://www.investing-referral.com/aff303For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jun 30, 2025 • 30min
#620 Markets Snap 4-Day Winning Streak
On Episode 620 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert.SHOW NOTES(00:00) Stories of the Day(01:29) Markets snap a 4-day winning streak(03:41) Is a flood of fresh funds swamping markets and distorting valuations(18:49) The gold paradox between America and the rest of the world(21:04) GST collections have doubled in last 5 years(27:11) Global air cargo grows despite 11% drop in Asia to North America routes. Jet fuel prices down sharplyhttps://www.investing-referral.com/aff303For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jun 29, 2025 • 27min
#619 Markets Are Just 2.5% Away from September Peak
On Episode 619 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K. Bhattacharya, Editorial Director at Business Standard.SHOW NOTES(00:00) Stories of the Day(05:48) Markets are just 2.5% away from September peak even as record highs are predicted(08:41) Rupee has best day in two years(10:03) Luxury EV sales are zooming(12:29) Are India’s PSUs really a source of value creation?https://www.investing-referral.com/aff303For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
14 snips
Jun 28, 2025 • 42min
How Indian Farmers Benefit from Transparent Food Supply Chains
Mark Kaplan, co-founder of Wholechain, discusses the transformative impact of digital traceability on Indian agriculture. He explains how real-time data and blockchain technology improve transparency and help small producers access international markets. The conversation highlights the specific challenges faced by the seafood industry and the need for effective compliance measures. Kaplan emphasizes fostering collaboration across sectors for sustainable practices, enhancing trust, and ultimately benefiting both farmers and consumers.
Jun 26, 2025 • 29min
#617 The Stock Markets See 1000 Point Jump
On Episode 617 of The Core Report, financial journalist Govindraj Ethiraj talks to Rishi Agrawal, CEO and Co-Founder of Teamlease Regtech.SHOW NOTES(00:00) Stories of the Day(01:10) The stock markets see 1,000 point jump(02:26) Bank stocks in vogue as HDFC Bank hits an all time high(06:02) Sales of houses drop 20% on year in top 7 cities(07:25) How running a solar power plant, a sector favoured by Government, can still mean 2,735 total compliance instances in a year(21:37) Japan pushes back on the US trade deal, Spain offers an option for US bound students(23:29) Black box analysis begins and so does the flow of communicationhttps://www.investing-referral.com/aff303For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jun 25, 2025 • 17min
#616 Markets Gain For Second Day On Israel-Iran Truce
On Episode 616 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Jain, Co-founder and Chief Investment Officer at Multipl.SHOW NOTES(00:00) Stories of the Day(00:50) Markets gain for second day on Israel-Iran truce(01:45) Oil prices stay down(02:54) How mutual investors are diversifying their holdings on the back of record SIPs(14:11) One in four Indians say they use only mobile phones to consume media contenthttps://www.investing-referral.com/aff303For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
