The Core Report
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
Latest episodes
May 11, 2025 • 31min
#578 Markets Set To Edge Up On Ceasefire Moves
On Episode 578 of The Core Report, financial journalist Govindraj Ethiraj talks to Dharmakirti Joshi, Chief Economist, Crisil Limited.SHOW NOTES(00:00) The Take(04:21) Markets set to edge up on ceasefire moves(10:54) Oil prices are holding steady in the lower 60s(13:52) Decoding India’s positive macroeconomic data that starts with the monsoons and analysing its potential impact Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
May 11, 2025 • 42min
#577 China’s Shadow: India-Pakistan Conflict & Economic Impact
In this Episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj in conversation with Captain Raghu Raman, Founding CEO, NATGRID, Shankkar Aiyar, Politics & Economy Analyst, Author, Dr. Brinda Jagirdar, Economist.They break down the fast-moving India-Pakistan ceasefire announced after deadly cross-border strikes, unpacking its military, economic, and geopolitical implications.This episode covers: • How the conflict escalated and why this ceasefire feels different from the past • China’s shadow: Is Beijing leveraging Pakistan to corner India strategically? • The military shift: Use of drones, cross-border strikes, and new red lines crossed • Economic fallout: How markets reacted, forex reserve strength, FDI risks, and India’s long-term economic ambitions • Global stakes: India’s standing as a fast-growing economy and its diplomatic balancing act between the US and China • Future deterrence: How India can break the 3–5-year conflict cycle and build lasting strategic advantage • Domestic reforms: Why India’s growth needs not just military strength but administrative and diplomatic muscleTune in for sharp expert insights on South Asia’s most urgent geopolitical flashpoint and what’s at stake for India’s economy, security, and global reputation.Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
May 8, 2025 • 22min
#576 Markets Fall Towards End Of Trading Day
On Episode 576 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Choudhary, Research Analyst at Mirae Asset Sharekhan as well as Rakesh Bhatnagar, Director General at Voice of Indian Communication Technology Enterprises (VoICE).SHOW NOTES(00:00) Stories of the Day(00:50) Markets fall towards end of trading day on heightened border tensions(02:50) Rupee falls as currency markets reflect more fears than equities(07:41) Good news, inflation is still coming down(10:48) Are India’s cyber defenses strong and prepared for attacks?Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
May 7, 2025 • 38min
#575 Resilient Markets Close In The Positive
On Episode 575 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP at Geojit Financial Services, Bjarne Schieldrop, Chief analyst commodities at SEB as well as Prabhu Dhamodharan, the convenor of the Coimbatore-based Indian Texpreneurs Association.SHOW NOTES(00:00) Stories of the Day(01:09) Resilient markets close in the positive in the face of India attacks on Pakistan(12:12) Could $2.5 trillion of Asian holdings in USD start flowing out?(14:24) China buys even more gold, cuts interest rates(16:15) Oil prices are facing multiple demand and supply stress points? Where could they land?(24:40) India sees never before levels of airport closures on border conflict(26:08) After UK, could EU be next as India’s apparel industry gears up to capture more shareListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
May 6, 2025 • 24min
#574 The Markets Show Surprising Resilience
On Episode 574 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, Chief Executive Officer, Ananta Centre as well as R.S. Sharma, the former Director General of the Unique Identification Authority of India (UIDAI), and current Chairperson of both ONDC and the Algorand India Advisory Board.SHOW NOTES(00:00) Stories of the Day(00:50) The markets show surprising resilience(04:03) Asian currencies are charting new and unexpected paths(08:15) India and UK announce a much-delayed Free Trade Agreement, dramatic customs reductions in some products may be coming(11:29) Build on BlockchainListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
May 5, 2025 • 25min
#573 FIIs Buy $4.8 Billion In 12 Sessions As Markets Rise
Gulam Zia, Senior Executive Director at Knight Frank, brings his real estate expertise to the discussion. The talk dives into the astonishing $4.8 billion in foreign institutional investments over just 12 sessions as markets surge. Zia highlights the powerhouse of the Indian economy and the shift in automotive sales, where CNG vehicles have overtaken diesel for the first time. They also explore the diverging trends in India's real estate market and the changing dynamics spurred by shifting consumer preferences.
May 4, 2025 • 34min
#572 Markets Poised For Steady Run During Week
On Episode 572 of The Core Report, financial journalist Govindraj Ethiraj talks to Jay Kothari, SVP-Equities at DSP Mutual Fund as well as Rajani Sinha, Chief Economist, CareEdge Group.SHOW NOTES(00:00) The Take(05:38) Markets poised for steady run during week(14:44) Warren Buffet hands over reins of Berkshire Hathaway(17:36) Oil prices set to fall further as Saudi Arabia joins US in stepping up output(20:09) Samsung charges income tax department of unfair penalty of $520 million on imports, says Reliance was allowed duty free on same product(21:30) Maharashtra leads as top performing stateListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
May 2, 2025 • 48min
#571 Lenovo’s Big Bets On AI, Gaming & Made-In-India Tech with Shailendra Katyal
What’s powering Lenovo’s next big leap in India? In this exclusive episode of The Core Report Weekend Edition, Govindraj Ethiraj interviews Shailendra Katyal, MD and CEO, Lenovo India, diving deep into Lenovo’s bold bets on AI, gaming, and Made-in-India tech.As Lenovo marks 20 years in India, this in-depth conversation explores:✅ Lenovo’s vision for AI-driven innovation & hybrid cloud solutions✅ The rise of gaming culture in India and Lenovo’s Legion strategy✅ Why Made-in-India manufacturing is central to Lenovo’s global plans✅ How Lenovo is expanding in data centers, cooling tech & green IT✅ Behind-the-scenes of Lenovo’s B2B & B2C growth across India✅ Lenovo’s R&D labs & the push to make India a global tech hubKatyal also shares exclusive insights on quick commerce delivery, AI in devices, SMB digitization, and India’s digital transformation journey.👉 Whether you're a tech enthusiast, gamer, industry insider, or curious about India’s evolving hardware landscape, this is a must-watch!Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
May 1, 2025 • 20min
#570 US Markets Roil after Negative GDP Growth
On Episode 570 of The Core Report, financial journalist Govindraj Ethiraj takes you through the biggest stories in business and manufacturing.SHOW NOTES(00:00) The Take(07:33) US markets roil after negative GDP growth(09:48) GST collections hit all time high in April(11:35) Oil is back around $60 a barrel(14:14) Investors are now selling US corporate bonds(15:53) Two Indian companies including Adani scrap ambitious chip manufacturing plansREGISTER for Accenture's Data and AI WeekListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Apr 29, 2025 • 34min
#569 The Markets Rise on Positive Undertone
On Episode 569 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Research for Forex and interest rates at Kotak Securities as well as Pushan Sharma, Director-Research at Crisil Limited.SHOW NOTES(00:00) Stories of the Day(01:00) The markets rise on positive undertone but struggle against border tensions(03:24) The rupee swings wildly hits calendar high even as value of forex reserves jumps(10:22) Build on Blockchain(15:39) India Inc revenue up around 5% for over 400 companies studied by Crisil Intelligence, 1/3rd of companies do well(28:06) US braces for supply shocks as shop shelves could start running empty in weeks now(32:23) China announces more nuclear power generation capacityREGISTER for Accenture's Data and AI WeekListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
