The Core Report
The Core
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Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology.
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#1006 Why Indian Markets Jumped A 1,000 Points On Thursday 15.10.2026 31Min.On Episode 1006 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-Founder & Chief Global Strategist at PACE 360 as well as Bhavesh Jain, Managing Director & CEO at TransUnion CIBIL.SHOW NOTES(00:00) Stories of the Day(00:50) Why Indian Markets Jumped A 1,000 Points On Thursday(05:35) Could There Be More Cross Border Energy Deals Between India And The US?(16:05) How Oil Transport Costs Are Spiking And Now In Focus(18:33) Direct Tax Collections Are Up, So Are Refunds(19:39) A Quick Glance At India’s Credit Health With TransUnion CIBILFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#1005 Goldman’s Big Prediction For Indian AI Stocks 14.10.2026 27Min.On Episode 1005 of The Core Report, financial journalist Govindraj Ethiraj talks to Vishal Mehta, India Leader – Energy Practice at Boston Consulting Group (BCG) as well as Harsh Roongta, Founder at Fee Only Investment Advisers LLP.SHOW NOTES(00:00) Stories of the Day(00:50) Goldman’s Big Prediction For Indian AI Stocks(03:15) Rupee Continues To Rise As RBI Battles Speculation(04:56) Wholesale Inflation Jumps(07:21) India’s Energy Grid Is Seeing Big Shortages, What Is The Way Out?(17:17) The Insurance Industry Has Pushed Back On The Regulator's Proposals On Slashing Distributor Commissions. Where Will The Meeting Point Be?For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#1004 Why IT Stocks Are Bouncing Back 13.10.2026 25Min.On Episode 1004 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda Research as well as Amir Durrani, President Global Application, Business Process Services and Data practice at NTT DATA Inc.SHOW NOTES(00:00) Stories of the Day(00:50) Why IT Stocks Are Bouncing Back(01:32) Talk Of A Revisit Of Capital Gains Tax Rates On Investors Boosts Markets Again(06:03) What Could The Future Indian IT Services Companies Look Like?(14:36) What The Nobel Prize For Economics For This Year Recognises And What Does It Mean From An India Lens(23:09) Anthropic Says AI Is Months Away From Replicating Across Home DevicesFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#1003 Large Caps Continue To Take A Beating 12.10.2026 21Min.On Episode 1003 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist at ICRA Ratings as well as Anindya Banerjee, Head of Research at Kotak Neo.SHOW NOTES(00:00) The Take(00:50) Large Caps Continue To Take A Beating, Reliance Hits 18-Month Low(03:04) Mutual Fund Inflows Hit Fresh Records(03:58) Why China’s Gold Strategy Is Important To Note(04:59) Why Inflation Is Nearing A 2-Year High(12:33) Is The RBI’s Strategy Of Reducing Speculation On The Rupee Working?(19:29) The Latest Nobel Prize For Economics Goes To…For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#1002 Markets Could Come Under Pressure 11.10.2026 26Min.On Episode 1002 of The Core Report, financial journalist Govindraj Ethiraj talks to Srikanth Velamakanni, Chairperson of industry body Nasscom and Co-Founder and Group CEO at Fractal Analytics.SHOW NOTES(00:00) The Take(06:17) Markets Could Come Under Pressure From Fresh West Asia Tensions(09:24) Why Heavy FPI Selling, Including $4.5 Billion This Month, Will Challenge RBI’s Moves To Lift The Rupee(11:26) A US Clampdown On Indian Tech Workers Puts The Spotlight Back On The Country’s AI Skills(24:18) Why Microsoft's Satya Nadella Wants To Put Brakes On AIFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#1001 Why IKEA Had to Rethink Its India Playbook 09.10.2026 23Min.Why did IKEA pause its expansion in India, and what has changed now? Is IKEA an affordable furniture brand or an He also addresses whether IKEA charges more in India, explains the company's €400 million sourcing operations in the country, and reveals why he sees similarities between IKEA's position in India today and its growth journey in Russia 15 years ago.As India's retail market evolves, can IKEA balance affordability, aspiration and expansion while adapting to changing consumer preferences?Watch the full conversation for insights into IKEA's India strategy, furniture retail, manufacturing, sourcing and the future of organised retail in India.For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#1000 Why The Sensex Has Hit A Near Three Year Low 08.10.2026 32Min.On Episode 1000 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, CEO at Tax Compaas and Prashant Agarwal, Indirect Tax Partner at PWC. We also feature an excerpt from our recent Special Edition featuring Swati Khemani, Founder and CEO at Carnelian Capital.SHOW NOTES(00:00) Stories of the Day(01:09) Why The Sensex Has Hit A Near Three Year Low(04:07) A Merchant Charge On UPI Payments Is Being Delayed(04:43) Elon Musk’s Strange Accusation On Indian Oligarchs(06:12) Why The Latest Announcements On GST Are Important(20:06) Why Taking Bets On Company Leadership Is Important In Stock PickingFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#999 Markets Turn Around As Oil Prices Rise 07.10.2026 24Min.On Episode 999 of The Core Report, financial journalist Govindraj Ethiraj talks to Radhika Rao, Senior Economist and Executive Director at DBS Bank as well as Dharmakirti Joshi, Chief Economist at CRISIL.SHOW NOTES(00:00) Stories of the Day(00:50) Markets Turn Around As Oil Prices Rise(03:40) What Does The RBI Rate Hike Really Mean?(15:52) The Silent Shift In India’s Exports And Guess Which Country Is The Biggest Recipient Of This Product(23:11) Google Says They Have Fallen Short Of Their Own High Standards As Finland Suspends Data Centre ProjectsFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#998 Crude Oil Is Flowing Out Of West Asia But Not Refined Products Like Diesel 06.10.2026 25Min.On Episode 998 of The Core Report, financial journalist Govindraj Ethiraj talks to Saharsh Damani, CEO at FADA as well as Abhishek Gupta, Founder, Managing Partner, Pierag Consulting.SHOW NOTES(00:00) Stories of the Day(00:50) Crude Oil Is Flowing Out Of West Asia But Not Refined Products Like Diesel(02:53) Markets Continue Recovery As Oil Prices Fall(05:17) Power Demand Is Rocketing As Country’s Second Summer Kicks In(06:32) India Sees Record Auto Sales In September Across Most Categories(16:23) Are GCCs Consolidating Back Into IT Services Companies?For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#997 A Trade Deal With The US Appears Distant And Near Impossible Now 05.10.2026 27Min.On Episode 997 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda Research as well as Amit Pabari, Managing Director at CR Forex.SHOW NOTES(00:00) Stories of the Day(00:50) A Trade Deal With The US Appears Distant And Near Impossible Now(04:47) Could RBI Hold Rates In Its Credit Policy This Week And Why?(14:13) Airlines Are Raising Fares Again(15:01) Battle Between Airlines And Mumbai Airport Intensifies As The Airlines Oppose A Forced Shift To Navi Mumbai(18:12) The Rupee Is Under Pressure Once Again. Where Could It Go Next?For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#996 Oil Prices And Bond Yields Will Determine If Markets Can Recover 04.10.2026 24Min.On Episode 996 of The Core Report, financial journalist Govindraj Ethiraj talks to Umesh Revankar, Executive Vice Chairman at Shriram Finance Limited (in an excerpt from our Special Edition) as well as Shankkar Aiyar, economic journalist, columnist and author.SHOW NOTES(00:00) The Take(04:34) Oil Prices And Bond Yields Will Determine If Weak Markets Can Recover(06:13) India’s Foreign Exchange Reserves Fall The Highest On Record Last Week(07:14) Why Non Banks Continue To Show Credit Growth, Particularly In The MSME Sector(16:09) Consumption Will Drive India’s Growth But What Do We Know Of Its Trajectory?Register for our event “Don’t Miss a Beat: The Hidden Risks to Indians”For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#995 India’s Growth Story and the Cost of Regulatory Cholesterol 02.10.2026 48Min.India has built one of the world’s largest pharmaceutical industries. But scale alone is no longer enough.In this episode of The Core Report: Weekend Edition, Govindraj Ethiraj speaks with Manish Sabharwal, Chairman and Co-founder of TeamLease Services, about what India’s pharma success can teach the rest of the economy and why the country still struggles to turn entrepreneurial ambition into globally competitive companies.Drawing from Made in India, the book on Lupin founder D.B. Gupta, Sabharwal discusses how Indian pharma moved from a licence-era industry to a global manufacturing force, why the next challenge is shifting from volume to value, and what is still holding back innovation, manufacturing and productivity.The conversation also explores India’s unfinished deregulation agenda, why capital is no longer the biggest constraint for businesses, the need for stronger governance and professional management, and why Indian companies may have to choose focus over excessive diversification.Sabharwal also makes the case that India’s larger economic challenge is not simply creating more jobs, but creating more productive, better-paying jobs and moving millions of workers from low-productivity agriculture into higher-value sectors.The episode is ultimately about a bigger question: What will it take for India to build more companies that can scale, innovate and compete globally?Register for our event “Don’t Miss a Beat: The Hidden Risks to Indians”For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
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#994 Oil Flows Through The Strait Of Hormuz Are Only 11% Shy Of The Pre-War Peak 30.09.2026 34Min.On Episode 994 of The Core Report, financial journalist Govindraj Ethiraj talks to K. Ravichandran is the Executive Vice President and Chief Rating Officer at ICRA Limited as well as Vaiibhavv Chugh, CEO at Abakkus Mutual Fund.SHOW NOTES(00:00) Stories of the Day(01:22) Oil Flows Through The Strait Of Hormuz Are Only 11% Shy Of The Pre-War Peak(05:12) The Sensex Has Fallen 20% This Year In Dollar Terms, Steepest In 15 Years(06:36) India Sees Lowest Rainfall In Decade(06:58) How 74% Of Indian Entrepreneurs Want To Live Elsewhere(07:33) India Should Convert Macroeconomic Resilience Into Sustained Economic Momentum, Says S&P Global Ratings (09:28) Indian Companies Have Strong Balance Sheets Going Into The Second Half(21:09) Why Stock Selection Is Going Beyond The Classic Large Cap And Small Cap DefinitionRegister for our event “Don’t Miss a Beat: The Hidden Risks to Indians”For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#993 Why Indian Markets Have Gone Back 25 Years 29.09.2026 26Min.On Episode 993 of The Core Report, financial journalist Govindraj Ethiraj talks to Peter McGuire, CEO of Trading.com Australia and Chief Market Strategist for the Asia-Pacific region at XM as well as Shriram Subramanian, founder and managing director at InGovern Research Services.SHOW NOTES(00:00) Stories of the Day(01:15) Why Indian Markets Have Gone Back 25 Years(03:26) What The Combination Of High Oil Prices And Rising Bond Yields Means For Capital Flows(12:11) Essar Group Is Back With $18 Billion Steel Project, But In The USA(14:36) How Foreign Investors Are Buying Into Real Estate(15:46) And The Logjam Within Logjams As Tata Trusts Comes Up With Merger Proposal To Save Tata Sons From ListingRegister for our event “Don’t Miss a Beat: The Hidden Risks to Indians”For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#992 Why Oil Price Uncertainty Will Continue To Batter Markets 28.09.2026 31Min.On Episode 992 of The Core Report, financial journalist Govindraj Ethiraj talks to Jaya Dhindaw, Executive Program Director, Sustainable Cities and Director at WRI India Ross Center as well as Kanan Bahl, Founder at Fingrowth Media.SHOW NOTES(00:00) Stories of the Day(01:16) Why Oil Price Uncertainty Will Continue To Batter Markets(03:20) The List Of Prominent Companies’ Stock Price Hitting 52-Week Lows Is Growing(05:16) What’s Driving A Rise In India’s Index Of Industrial Production (IIP)?(08:05) How And Why India Should Revisit Its Very Definition Of Urbanisation?(20:07) India’s Insurance Regulator Sends The Industry Scurrying And Stockprices Falling. What’s Next?Register for our event “Don’t Miss a Beat: The Hidden Risks to Indians”For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#991 Oil Prices And Stalemate In West Asia Will Determine Market Direction This Week 27.09.2026 20Min.On Episode 991 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre.SHOW NOTES(00:00) The Take(04:44) Oil Prices And Stalemate In West Asia Will Determine Market Direction This Week(07:26) Get Set For Price Rises Across The Economy(09:26) Government Asks Businesses With Captive Power Plants To Work At Full Capacity And Sell Surplus Power(10:44) What Does The US-China Bonhomie In Washington Mean For India?Register for our event “Don’t Miss a Beat: The Hidden Risks to Indians”For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#990 Why India Needs “Safety of Business,” Not Just Ease of Business 25.09.2026 20Min.The global economy is shifting from low-cost manufacturing towards secure and resilient supply chains, changing how capital flows across emerging markets.In this episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Jahangir Aziz, Co-Head of Macroeconomic Research, J.P. Morgan, about India's foreign investment challenges and its opportunity to position itself as a secure manufacturing alternative to China.The conversation examines India's dependence on Chinese inputs in pharmaceuticals, semiconductors and other critical industries, and why Aziz argues for a shift from ease of business to “safety of business.” They also discuss emerging-market investment, US economic growth, the emergence of new industries and AI's impact on jobs and wages.Register for our event “Don’t Miss a Beat: The Hidden Risks to Indians”For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
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#989 Liquidity Stretched Markets Take A Dive 24.09.2026 28Min.On Episode 989 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder at Equinomics Research as well as Vivek Merchant, Director at Swan Defence and Heavy Industries Limited (SDHI) from our extended Special Edition interview.SHOW NOTES(00:00) Stories of the Day(01:13) Liquidity Stretched Markets Take A Dive On Bank Bad News(01:40) US President Donald Trump Does An Airport Greeting For Chinese President Xi Jinping(05:48) Why The Indian Markets Crashed On Thursday(16:24) How India’s Shipbuilders Are Scouring The Globe For Orders And Winning Them Too(26:30) The US Is Investing $10.3 Trillion In Ai And Data Centers In The Next 6 Years, The Largest Capex In HistoryRegister for our event “Don’t Miss a Beat: The Hidden Risks to Indians”For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#988 Oil Prices Steady As Markets Watch US-Iran Talks In New York 23.09.2026 21Min.On Episode 988 of The Core Report, financial journalist Govindraj Ethiraj talks to HP Ranina, Supreme Court advocate, chartered accountant, and expert on Indian tax and corporate laws.SHOW NOTES(00:00) Stories of the Day(01:13) Oil Prices Steady As Markets Watch US-Iran Talks In New York(02:04) Why A Diesel Shortage In The West Could Become A Global Challenge (05:52) A Fresh Bull Case For Gold(08:06) Does The Reserve Bank Have The Powers To Force A Company To List, In This Case Tata Sons?Register for our event “Don’t Miss a Beat: The Hidden Risks to Indians”For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube -
#987 Iran Makes Fresh Overture For Peace 22.09.2026 35Min.On Episode 987 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Batra, Head of Asia & Co-Head of Global Emerging Markets Equity Strategy and Chief India Equity Strategist at J.P. Morgan as well as Nikhil Dubey, Senior Research Analyst, Refining & Modeling at Kpler.SHOW NOTES(00:00) Stories of the Day(01:17) Iran Makes Fresh Overture For Peace Even As UN General Assembly Kicks Off In New York(02:42) Indian Markets Slide On Weak Support And Continuous Liquidity Pressure From IPOs(04:58) JP Morgan Chief Says Indian Govt Should Not Allow Companies To Use Regulation To Block Competition(07:03) Why Global Investors Are Preferring Midcaps And What Is Keeping Them Away From Large Caps(27:29) Will India Be Affected By The Global Diesel Shortages?Register for our event “Don’t Miss a Beat: The Hidden Risks to Indians”For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
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