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
Apr 15, 2025 • 38min
#558 India Beats Tariff Tantrums
On Episode 558 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President of Seafood Exporters Association of India as well as Aditi Nayar, Chief Economist, Head - Research & Outreach at ICRA.SHOW NOTES(00:00) Stories of the Day(01:00) India beats tariff tantrums, becoming first global market to do so(03:59) Morgan Stanley cuts December Sensex target to 82,000, still 7% above current(07:38) Inflation is down to 5 year low, will it hold?(16:33) The International Energy Agency joins OPEC in slashing oil demand forecasts(18:19) How tariff tussles are have upended the lives of India’s shrimp and seafood exporters(32:18) 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.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Apr 14, 2025 • 36min
#557 Markets Digest Fresh Round Of Tariff Volatility
On Episode 557 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, SVP-Research Analyst (Media, Consumer Discretionary, and Internet) at Elara Capital as well as Poorvi Chothani, Founder and Managing Partner at LawQuest.SHOW NOTES(00:00) Stories of the Day(01:00) Markets digest fresh round of tariff volatility(04:00) OPEC cuts global oil demand growth targets. Why(05:35) Goldman Sachs sets gold for $4,000 in a year(08:27) The big changes in India’s advertising landscape(20:12) India has only one airport in Global Top 50 at 32(21:51) US bound, why you should pay careful attention to what this immigration lawyer is saying?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
Apr 13, 2025 • 24min
#556 Markets Flip Flop as They Settle Down for Extended Trade Wars
On Episode 555 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded.SHOW NOTES(00:00) The Take(07:14) Markets flip flop as they settle down for extended trade wars.(09:35) Gold prices shoot to fresh highs, dollar dips again.(11:35) Crude oil prices edge up on US threats to Iran.(11:49) Asia and the Trade WarsListeners! 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
Apr 11, 2025 • 52min
#555 India’s Long-Term Future Is Clear — The Short Term Is Always Blurry | Rashesh Shah
In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Rashesh Shah, Chairman of the Edelweiss Group, for a deep dive into entrepreneurship, leadership, India's evolving financial markets, and the mindset required to build and sustain a long-term business in a volatile environment.From marathon running to managing energy in a high-growth organization, Rashesh shares hard-earned insights on resilience, adaptability, and financialisation in India. He discusses the evolution of India’s equity and credit markets, the role of regulation post-ILFS, and why long-term vision beats short-term prediction when investing in India.Perfect for: Entrepreneurs | Investors | Business leaders | Finance professionals | India growth watchersListeners! 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
Apr 10, 2025 • 26min
#554 Global Markets Rejoice On 90-Day Tariff Pause
On Episode 554 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert.SHOW NOTES(00:00) Stories of the Day(00:50) Global markets rejoice on 90-day tariff pause, take stock(02:58) TCS net profits are down as revenue touches Rs 2.59 trillion(04:51) Why bond markets and not stock markets can destroy fortunes and Governments(20:03) Global commodity prices are crashing(22:17) Microsoft is pulling out of data centresListeners! 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
Apr 9, 2025 • 29min
#553 Indian Markets Hold Out Once Again
On Episode 553 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Hickin, Chief Economist and Editor-in-Chief at Petroleum Economist as well as Dipti Deshpande, Principal Economist at Crisil limited.SHOW NOTES(00:00) Stories of the Day(00:50) Indian markets hold out once again(05:33) Fear of owning US treasuries grips global bond traders(07:57) Oil prices are now around $60 a barrel, what could happen?(16:57) Reserve Bank governor is grilled on rupee even as Chinese Yuan continues to slide(18:24) RBI lowers growth forecasts for the year to 6.5% from 6.7% 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
Apr 8, 2025 • 21min
#552 The Markets Recover on Positive Indian Data
On Episode 552 of The Core Report, financial journalist Govindraj Ethiraj talks to Professor Leon Laulusa, Executive President and Dean of ESCP Business School.SHOW NOTES(00:00) Stories of the Day(01:00) The markets recover as bargain hunters return to focus on positive Indian data(05:07) Goldman Sachs projects an extreme oil scenario of $40 a barrel(06:19) US CEOs find their voice and rail against tariffs(07:28) MBA in the time of tariffs, views from a top French business school(18:18) Indian CEO salary hits Rs 10 crore despite all the turmoil(19:18) Heatwaves are increasing in India and elsewhere in the worldListeners! 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
Apr 7, 2025 • 21min
#551 US Stocks Whacked For The Third Day
On Episode 551 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, Managing Director at CR Forex.SHOW NOTES(00:00) The Take(05:00) Indian markets fall around 3% in biggest drop in 10 months, fare better than most major global indices(05:46) US stocks whacked for the third day, S&P 500 enters bear territory(06:56) Oil prices fall, India raises taxes(10:25) The US Dollar’s journey and its impact on other currencies and outlookListeners! 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
Apr 6, 2025 • 27min
#550 US Stock Markets See $6 Trillion Rout In 2 Days
On Episode 550 of The Core Report, financial journalist Govindraj Ethiraj talks to Steven A. Altman is a Research Assistant Professor in the Department of Management and Organizations at the New York University Stern School of Business.SHOW NOTES(00:00) The Take(08:41) US stockmarkets see a $6 trillion rout in 2 days, or 1.5 times Indian market capitalisation(12:01) Why gold prices are strong but silver is falling(13:14) Crude prices crash to $65 a barrel(14:12) Can India increase its market share of global trade?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
Apr 6, 2025 • 51min
#549 Every 4th Global Job Will Be Done by an Indian | Ved Mani Tiwari, NSDC CEO
In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Ved Mani Tiwari, CEO of the National Skill Development Corporation (NSDC), to explore how India is tackling one of its most pressing challenges — skilling its massive, young workforce. With 56 crore Indians already in the workforce, and millions more set to join in the coming years, NSDC is on a mission to build a future-ready India. Whether you're a student, a job seeker, or just curious about the future of work — this episode is packed with insights.📌 Chapters & Timestamps:(00:00) Introduction(01:16) Demographic composition and advantage(04:09) NSDC and the public private partnership\(06:55) A Brief history of NSDC and its verticals(13:05) Skilling and access to an academic bank of credit(17:15) Working with Foreign players to utilise demographic advantage(18:45) GCCs(20:50) Addressing skilling issues and gaps(29:10) Understanding the relevance of myriad of schemes(31:33) Mismatch of expectations(37:15) Contraction sector skillingListeners! 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
