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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Aug 12, 2025 • 24min
#653 Markets Struggle To Make Up Their Mind
On Episode 653 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP at Geojit Financial Services. We also feature an excerpt from our Interview with Abhijit Pegu, co-founder of LW3.SHOW NOTES(00:00) Stories of the Day(00:50) Markets struggle to make up their mind(10:24) Inflation is now 1.55% and food inflation is now deflation(13:19) Decoding 25% tariff impact on companies earnings(16:54) How blockchain helps track down batteries for EVs(22:30) Bangalore, Chennai lead global airport rankings in on time departures for Julyhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Aug 11, 2025 • 26min
#652 Markets Appear To Price In The Worst Of Trump Tariffs
On Episode 652 of The Core Report, financial journalist Govindraj Ethiraj talks to Viral Desai, Senior Executive Director at Knight Frank as well as Sugandha Sachdeva, Founder at SS WealthStreet.SHOW NOTES(00:00) Stories of the Day(00:50) Markets appear to price in the worst of Trump tariffs as domestic flows stay strong.(07:02) Where could gold prices go?(13:58) A new IT Bill has been passed, with some changes as expected.(15:24) At 1 billion square feet, India is now the world’s fourth largest market by area.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Aug 10, 2025 • 27min
#651 Labour-Intensive Industries Are Now Panicking
On Episode 651 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas. We also feature an excerpt from an upcoming episode of How India’s Economy Works, where economic journalist Puja Mehra speaks to economist Rajiv Kumar about his latest book.SHOW NOTES(00:00) The Take(05:48) Labour-intensive industries are now panicking though the markets may be fine.(09:23) Trade tensions take the rupee and oil prices down.(10:28) A revised Income Tax Bill is coming, why was it revised and what could it contain?(20:53) A fresh approach to Chinese investment in India.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Aug 9, 2025 • 46min
#650 What Will It Take For India To Mend US Trade Relations | Govindraj Ethiraj | The Core Report
In this episode of The Core Report Weekend Edition, we ask the big question — what will it take for India to repair US trade relations? In this high-stakes conversation, leading voices in diplomacy, economics, and foreign affairs unpack the standoff between India and the United States. Is this really about tariffs and trade policy, or is it driven by deeper geopolitical tensions involving Russia, China, and shifting global alliances?Amb Sanjay Bhattacharyya, Former Secretary, MEA, Indrani Bagchi, CEO, Ananta Aspen Centre, and Gaurav Sansanwal, Fellow, India Chair, CSIS, Washington, D.C. join Govindraj Ethiraj to reveal what went wrong, why a near-complete trade deal collapsed, and what moves could still put the relationship back on track.Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Aug 7, 2025 • 29min
#649 Indian Markets Bet On A Solution To India-US Tariff War
On Episode 649 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as C S Vigneshwar, President at FADA.SHOW NOTES(00:00) Stories of the Day(00:50) Indian markets bet on a solution to India-US tariff war(04:36) Which sectors are really affected at peak tariff and why?(14:51) Are Indian state owned refiners pulling back on Russian oil?(16:49) Signs of weakness in India’s auto market as sales fall but a base effect may be affecting numbers and is there a small car revival?(25:03) And Aamir Khan the actor makes a debut on The Corehttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Aug 6, 2025 • 32min
#648 Are Stock Markets Getting Used To Tariff Uncertainty?
On Episode 648 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda as well as Ayaz Memon, veteran sports journalist and commentator.SHOW NOTES(00:00) Stories of the Day(01:00) Can the stock markets now shrug off the 25% plus 25% tariffs that we are now facing for Indian exports into the US? (07:01) No rate cuts right now says the RBI. Could they come later?(18:59) Exports save the day once again for Indian auto as Bajaj Auto reports record exports in the latest quarter.(19:53) The India-England series has turned the tide for test cricket. What could that mean?https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Aug 5, 2025 • 32min
#647 Indian Markets Have A Bigger, Earnings Challenge
On Episode 647 of The Core Report, financial journalist Govindraj Ethiraj talks to Moses Harding John, President & CEO at IndusInd International Holdings Limited, Mauritius as well as Chirag Doshi, Executive Director, LGT Wealth India.SHOW NOTES(00:00) Stories of the Day(01:00) Indian markets have an earnings challenge(03:49) How Wall Street’s big brokerages are projecting a 15% fall in S&P500.(05:11) The rupee is close to its record lows, what is keeping it there?(17:14) The Federal Reserve might actually want to cut rates, what does that mean for India and capital flows?(23:56) SAP Labs to add 15k fresh jobs in Bangalore with AI focus.(25:15) Build On Blockchainhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Aug 4, 2025 • 28min
#646 Could The Sensex Hit 100,000 By Next Year?
On Episode 646 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President at Seafood Exporters Association of India as well as Vaibhav Sanghavi, CEO of ASK Hedge Solutions.SHOW NOTES(00:00) Stories of the Day(00:50) Could the Sensex hit 100,000 by next year?(02:40) The rupee falls despite the dollar index also going down(03:08) Could lower US interest rates send more fund flows to markets like India?(14:11) Oil prices slide again, BP makes a big find off Brazil(15:19) How Indian seafood exporters are trying to cope with new US tariff structureshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Aug 3, 2025 • 29min
#645 Markets Continue To Reel From FII Selling And Weak Cues
On Episode 645 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, Chief Executive Officer, Ananta Centre as well as Shankkar Aiyar, veteran economic journalist, columnist and author.SHOW NOTES(00:00) Stories of the Day(00:50) Markets continue to reel from FII selling and weak cues.(05:49) Rising gold demand suggests prices will be stable to high in coming months.(07:36) India will continue to buy Russian oil, for now.(09:27) Where have India-US relations gone so wrong? with Indrani Bagchi.(19:01) India must fix its domestic economy before aspiring for strategic autonomy with Shankkar Aiyar.https://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Jul 31, 2025 • 33min
#644 US Latest Tariff Threats Point To Failure In Negotiations
On Episode 644 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Strategist at Q India UK as well as Ajay Srivastava, Founder at Global Trade Research Initiative.SHOW NOTES(00:00) Stories of the Day(03:24) US latest tariff threats point to failure in negotiations(07:15) Who will get most hurt by the higher tariffs(27:25) India may be suspending oil purchases from Russia for now(28:59) Air passenger growth slows in June, load factor fallshttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
