The Core Report
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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.
Epizode
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#929 Indian Markets Steady Even Global Markets Are Volatile 16.07.2026 21minOn Episode 929 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Notani, Partner at Economics Law Practice (ELP).SHOW NOTES(00:00) Stories of the Day(01:00) Indian Markets Steady Even Global Markets Are Volatile(05:25) Voltas Raises Prices, More Brands Could Follow(06:34) A Lot Of Money Is Locked Up In Security Deposits For Taking Homes On Rent, How Much Comes Back?(08:14) The India-UK FTA Kicked Off On Wednesday, What Are The Early Signs Looking Like?Check out our power tracker https://cleanpower.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#928 Markets Adjust To Longer War Reality In West Asia 15.07.2026 20minOn Episode 928 of The Core Report, financial journalist Govindraj Ethiraj talks to Mukesh Chand, Senior Counsel at ELP (Economic Laws Practice).SHOW NOTES(00:00) Stories of the Day(01:00) Markets Adjust To Longer War Reality In West Asia(04:31) PayPal sees a takeover bid that could value it more than $50 billion(05:45) The Second Phase Of India’s Semiconductor Mission Kicks Off With 127,000 Crore(09:38) NCLT Approved A Record 78 Resolution Plans Under The Insolvency And Bankruptcy Code In The Last Quarter Check out our power tracker https://cleanpower.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#927 West Asia Truce Collapses But Impact On Markets Could Be Lesser 14.07.2026 26minOn Episode 927 of The Core Report, financial journalist Govindraj Ethiraj talks to Economist Ajit Ranade.SHOW NOTES(00:00) Stories of the Day(01:09) West Asia Truce Collapses But Impact On Markets Could Be Lesser(02:58) Direct Tax Collections Are Up 16%(07:28) Electronics Trade Deficit At $8.4 Billion Now Forms 28% Of India’s Goods Trade Deficit, With Imports Growing Faster Than Oil(09:22) Wholesale Price Inflation Is Up(10:14) Why Loans For US-Bound Students Have Dropped 57% From The Previous Year(11:03) Why India’s Sovereign Bond Yields Are Hiding A Problem(24:23) Check Out Claude’s India Pricing Strategy(25:13) Which Way Do You Think Ticket Prices Are Going For The Semifinals And Finals Of The World Cup?Check out our power tracker https://cleanpower.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#926 The Markets Hold Their Ground 13.07.2026 35minOn Episode 926 of The Core Report, financial journalist Govindraj Ethiraj talks to Varun Lohchab, Chief Research Officer–Equities at HDFC Securities as well as Aditi Nayar, Chief Economist at ICRA.SHOW NOTES(00:00) Stories of the Day(01:09) The Markets Hold Their Ground Despite Renewed Fighting In West Asia(04:00) Asian Paints Raises Prices By A Surprising 12% In Sign Of Tail Order Impact(05:13) The SpaceX Stock Debacle, The Story Behind The Story(08:01) Retail Inflation Hits 4.8% As Impact Of Fuel Price Hikes, Food Kicks In(16:05) India's Exports Rose By 15.5 Per Cent To $40.41 Billion In June(17:55) Earnings Season Has Kicked Off, What Lies In Store?Check out our power tracker https://cleanpower.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#925 Markets Are Savouring The Return Of FIIs 12.07.2026 30minOn Episode 925 of The Core Report, financial journalist Govindraj Ethiraj talks to Harsh Gupta Madhusudan, Fund Manager & Chief Equity Strategist at Ionic Wealth, a part of Angel One.SHOW NOTES(00:00) The Take(04:50) Markets Are Savouring The Return Of FIIs And Hope(07:20) India Exports To The UK Are Quite Low And Low Market Share Alone Does Not Signal A Big Opportunity.(10:11) Garments Offer The Biggest Opportunity In India’s Exports To The UK But Other Areas Need Work.(12:53) A Structural Long Term View On The Markets.(27:40) The AI World Is Surprising Us By Hiring Graduates Of A Discipline You Would Have Never Dreamt Of.Check out our power tracker https://cleanpower.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#924 Can Jio BlackRock Change How India Invests In Mutual Funds? | Govindraj Ethiraj | The Core Report 10.07.2026 37minCan Jio BlackRock Change How India Invests In Mutual Funds? In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Sid Swaminathan, MD and CEO, JioBlackRock AMC, about why one of the world’s biggest asset managers is betting on India’s next wave of investors and what it could mean for mutual funds, digital investing and portfolio building.India’s mutual fund industry has grown fast, but Jio BlackRock believes the country may still be at the beginning of a much larger investing shift. With BlackRock’s global investment expertise and Jio’s understanding of Indian consumers, the Jio BlackRock joint venture is trying to make mutual fund investing simpler, more accessible and more useful for both first time investors and experienced investors.Sid Swaminathan explains why India’s asset management market is entering a new phase. The first phase was about access, getting more Indians into mutual funds through SIPs, digital platforms and easier investing journeys. The next phase may be about outcomes, where investors look beyond basic equity exposure and start building stronger portfolios that can handle rising markets, falling markets and sideways markets.The conversation also explores how Jio BlackRock is using systematic active equity, AI driven investing, BlackRock’s Aladdin technology and digital first distribution to enter a crowded mutual fund market. Sid also discusses the Jio BlackRock PRISM SIF scheme, hybrid funds, derivatives for risk management, portfolio diversification, international investing through GIFT City and why India’s investment market could grow significantly over the next few years.CHAPTERS:(01:30) BlackRock’s India Journey(04:44) BlackRock’s Global Investment Approach(06:21) Why Diversification Matters for Investors(08:29) Why BlackRock Partnered With Jio(10:28) JioBlackRock’s Market Entry Strategy(14:48) Retail Investors and Direct Digital Growth(17:41) BlackRock’s Joint Ventures Beyond India(18:40) Why India Is a Long-Term Market(20:17) How Jio BlackRock Chose Its First Funds(23:16) How Cross-Functional Teams Build Products(24:14) GIFT City and International Investing(25:15) BlackRock’s Advantage in Global Funds(26:43) Why Global Investing Needs a Broader Approach(27:24) How AI Could Shape Markets(28:42) What Makes the Prism SIF Different(32:45) Why SIFs Sit Between Mutual Funds and PMS (33:18) How Derivatives Reduce Risk(34:26) What India Can Learn From Liquid Alts(36:33) Why India Feels More Dynamic Than Mature MarketsFor India based professionals, business leaders, financial services executives, consultants and serious investors, this episode offers a rare look at how Jio BlackRock is thinking about India, mutual funds, asset management and the future of investing.Watch the full conversation to understand whether Jio BlackRock can change how India invests, how mutual funds may evolve, and what Indian investors should know before the next phase of India’s investing journey begins.Subscribe to The Core Report for sharp conversations on business, finance, markets, investing, the Indian economy and the forces shaping India’s real economy.Can Jio BlackRock change how India invests in mutual funds? Watch Govindraj Ethiraj’s conversation with Sid Swaminathan, MD and CEO of JioBlackRock AMC, on India investing, digital investing, AI driven investing, portfolio building and the future of asset management. Discover what Jio BlackRock could mean for first time investors, experienced investors and India’s next wave of mutual fund growth.#JioBlackRock #MutualFunds #IndiaInvesting #DigitalInvesting #TheCoreReport #TheCore
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#923 What Signals Are The Markets Really Looking For? 09.07.2026 28minOn Episode 923 of The Core Report, financial journalist Govindraj Ethiraj talks to Tejashree Joshi, Head - Environmental Sustainability at Godrej Enterprises Group as well as G Chokkalingam, Founder of Equinomics Research.SHOW NOTES(00:00) Stories of the Day(00:50) What Signals Are The Markets Really Looking For?(03:46) How India Inc Revenue Grew 11% + In The Latest Quarter And What Drove It?(06:08) India To Prepare For Peak Demand Of 300 GW Next Year, From Around 270 GW This Year(08:16) Extended Discussion on Market Signals with G Chokkalingam(15:26) How Are Manufacturers Responding To Extreme Climate Situations, From Heatwaves To Heavy RainfallCheck out our power tracker https://cleanpower.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#922 Markets Recalculate Impact As Trump Signals End Of Truce 08.07.2026 24minOn Episode 922 of The Core Report, financial journalist Govindraj Ethiraj talks to Raja Lahiri, Partner at Grant Thornton Bharat as well as Nicolas Ziv, Lead Specialist, Transport Sector Resilience at Coalition for Disaster Resilience Infrastructure (CDRI).SHOW NOTES(00:00) Stories of the Day(00:50) Markets Recalculate Impact As Trump Signals End Of Truce(05:00) The RBI Wants A Cryptocurrency Policy That Leans Towards Prohibition(06:57) Its Pharmaceuticals And Cricket All The Way In The Mega Deals Of The Last Quarter(14:25) The Growing Importance Of Disaster Resilience In General And The Importance Of Airports In Specific(23:08) Deepseek Wants To Build Its Own ChipCheck out CDRI's Airport Resilience Tool:https://cdri.world/airport-resilience-tool/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#921 Foreign Portfolio Investors Are Returning To Indian Markets 07.07.2026 35minOn Episode 921 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Analyst as well as Radhika Rao, Senior Economist and Executive Director at DBS Bank.SHOW NOTES(00:00) Stories of the Day(00:50) Foreign Portfolio Investors Are Returning To Indian Markets, One Trade At A Time(04:19) Nato Meet Kicks Off In Turkey (04:55) India To Supply Missiles To Indonesia And Partner For A Port(05:48) The Trend Shifts Within Indian Markets As Financial Stocks Lead The Pack(20:26) How Low Oil Prices And Other Positive Macro Signals Could Help The EconomyFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#920 All Eyes On Q1 Results 06.07.2026 22minOn Episode 920 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at the Federation of Automobile Dealers Associations (FADA).SHOW NOTES(00:00) Stories of the Day(00:50) All Eyes On Q1 Results To Provide The Next Booster Shot To The Markets(03:50) The Statistical Argument For India’s Market Recovery Versus Other Emerging Markets, Starting With How Beaten Down They Are(06:08) India’s Auto Sales Clock Record June Month Even As Dealerships Tackle Blended Fuel Controversy(19:35) Etihad And Saudia Airlines Are Vying For New Boeing And Airbus Aircraft Slots Whose Purchases Air India May PostponeSUBSCRIBE to How India's Economy Works with Puja MehraFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#919 Markets Set For Firmer Week Ahead 05.07.2026 30minOn Episode 919 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanket Kulkarni, Head-Business Development (Theatrical) at Ormax Media as well as Vivek Ramji Iyer, Partner and National Leader Financial Services - Risk Advisory at Grant Thornton Bharat.SHOW NOTES(00:00) The Take(04:50) Markets Set For Firmer Week Ahead As Oil And Rupee Consolidate(06:46) Oil Markets Continue To Point To Potential Oversupply And Thus Stable Prices(08:38) Govt Launches Fresh Defense Of E20, Ethanol Blended Fuel(12:42) Gold Loans Are The Second Largest Retail Credit Category After Home Loans And Why Their Growth Is Encouraging And Worrying(20:00) The Surprising Box Office Shift In May Which Saw Bollywood Films Kicked Off The Top 5For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#918 How Paint Became India’s Next Big Manufacturing Story | Govindraj Ethiraj | The Core Report 03.07.2026 38minHow Paint Became India’s Next Big Manufacturing Story explores why India’s paint industry has moved from the background of business news to the centre of a new manufacturing race.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Sharad Malhotra, Managing Director of Nippon Paint India, on how paint became one of India’s most interesting industrial growth stories. For decades, the sector was seen mainly as a decorative paints business. Now, it is drawing attention from large business houses, private capital, infrastructure players and global manufacturers.India’s paint market is estimated at around ₹80,000 crore, but paint consumption per person is still far below developed markets. That gap is creating opportunity across decorative paints, industrial coatings, automotive paints, wood coatings, railways, infrastructure and specialised high-performance products.Sharad Malhotra explains what is changing inside the industry. Why are companies building more factories? Why does India need localised paint technology for heat, rain and extreme weather? And why has competition in the Indian paint market become so intense?This conversation looks at paint not just as a consumer product, but as a lens into Indian manufacturing, construction, infrastructure, chemical value chains, business strategy and India’s next decade of economic expansion.Watch this episode for a sharp, grounded conversation on how a familiar product became a serious manufacturing opportunity.Subscribe to The Core Report for conversations on business, economy, markets, policy and the companies shaping India’s future.How Paint Became India’s Next Big Manufacturing Story shows why India’s paint industry is now central to manufacturing, infrastructure, construction, industrial coatings, chemical value chains and business strategy. Watch Govindraj Ethiraj on The Core Report for sharp insight into India’s economic future.#IndianEconomy #Manufacturing #PaintIndustry #BusinessNews #TheCoreReport #TheCore
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#917 Falling Oil Prices Lift Markets Again 02.07.2026 23minOn Episode 917 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Pal, Head - Fixed Income at PGIM India Mutual Fund as well as Sanjay Lazar, Aviation Expert.SHOW NOTES(00:00) Stories of the Day(00:50) Falling Oil Prices Lift Markets Again(04:08) How Are India’s Fixed Income Markets Responding To Rising Bond Flows?(13:18) Indigo Launches A Lite No Cabin Baggage Fare, Will This Work In A Market Like India?(20:08) Meta Wants To Offer Cloud Infrastructure Like AWS And Azure(21:47) Another Deep Seek Like AI Model Is HereFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#916 Are FPIs Getting Ready To Return To Indian Markets? 01.07.2026 23minOn Episode 916 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Senior VP and Head of Research for Currency and Commodities at Kotak Securities as well as Sohrab Bararia, Partner, Indirect Tax at Grant Thornton Bharat.SHOW NOTES(00:00) Stories of the Day(00:50) Are FPIs Getting Ready To Return To Indian Markets?(03:50) Oil Flows Could Go Into Oversupply Soon, Says Goldman Sachs(05:38) Tiktok’s $39 Billion Data Centre Is Coming Up In Brazil(05:57) Where And How Could The INR Land In Coming Months?(14:05) Nine Years Of GST, The Unfinished AgendaFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#915 Gold Prices Are Falling Even As Stock Markets Are Muted 30.06.2026 23minOn Episode 915 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Mitra, Food and Dairy industry Expert as well as Puneet Gupta, Director, India & ASEAN Automotive Market at S&P Global Mobility.SHOW NOTES(00:00) Stories of the Day(01:09) Gold Prices Are Falling Even As Stock Markets Are Muted(01:54) India Records Driest June In 10 Years Even As June Monsoons Are At 39% Of LPA(05:20) Deutsche Bank Exits India Retail And Wealth Business(06:35) Can Delhi’s EV Policy Be Taken To Other Cities And States?(13:39) Global Air Traffic Was Down 2.2% In May With Middle East Falling Nearly 25%(14:35) The World Is Talking About Proteins, What Are The India Opportunities?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#914 Stocks Fall Again Because Of Monsoon Concerns 29.06.2026 27minOn Episode 914 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Matthan, Founding Partner of Trilegal. We also feature bites from our recent Weekend Edition featuring Rajani Sinha of CareEdge Ratings, Somashekhar Vemuri of Crisil Ratings and Manas Majumdar of PwC.SHOW NOTES(00:00) Stories of the Day(00:50) Stocks Fall Again Because Of Monsoon Concerns Even As Rains Pick Up.(03:13) Electricity Consumption Spike Drives Up Industrial Output.(10:43) Most NRI Deposits Into New Schemes Expected From The Gulf Region.(14:02) Residential Sales Dropped 6% In Q2 2026 As Uncertainty Rules. (14:58) Why India Needs A Single Destination For Its Multiple Laws And Rules.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#913 Indian Markets Will Stay Cautious On Oil Price Movements 28.06.2026 32minOn Episode 913 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President-Research & Co- Founder at Counterpoint Research as well as Jayanth Neelakanta, Founder and CEO of Equip.SHOW NOTES(00:00) The Take(04:41) Indian Markets Will Stay Cautious On Oil Price Movements(06:46) A US Judge Ordered The Justice Department On Friday To Justify Its Decision To Drop Criminal Charges Against The Adani Group’s Gautam Adani.(07:56) Chipflation Is Here As Companies Like Apple Announce Sharp Hikes, How Worse Can It Get?(19:53) How AI Is Helping Hiring Decisions And What Are The Job Market Trends That It Is Throwing Up(30:21) Australia Is Doubling Down On 6-Month Ban On Child Access To Social PlatformsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#912 Crude Oil Falls Below 73: What It Means for India Economy? | Govindraj Ethiraj | The Core Report 26.06.2026 34minCrude Oil Falls Below 73: What It Means for India Economy?.Brent crude oil has slipped below $73 a barrel and that could be a game changer for the India economy. Lower crude oil prices can ease inflation, improve India’s current account deficit, strengthen government finances and even create room for lower fuel prices in the months ahead.But is this the beginning of a new oil cycle or just a temporary pause in the West Asia crisis?In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with leading economists and energy experts Rajani Sinha of CareEdge Ratings, Somashekhar Vemuri of Crisil Ratings and Manas Majumdar of PwC to decode what falling crude oil prices mean for India’s GDP growth, inflation, rupee, stock market, fuel prices and corporate earnings.CHAPTERS:(01:35) What Lower Crude Prices Mean for India(05:04) Oil Supply, OPEC and the Risk of Oversupply(07:27) How Crude Prices Affect India’s Current Account(09:13) Why Services Exports and Remittances Matter(10:36) When Petrol and Diesel Prices Could Fall(14:05) How Much Pressure Can Corporate India Avoid? (18:48) How India’s Economy Is Adapting to Shocks(22:26) India’s Oil Supply Diversification (24:38) Demand Management and the Return of Consumption(25:45) Where Private Capex Is Still Happening(28:04) What Could Support the Rupee(29:37) The Two Risks to Watch: Monsoon and West Asia (31:07) Oil, Gas and India’s Energy Resilience(32:54) The Broader Economic OutlookIf you follow business news, stock markets, the Indian economy, global energy markets, investing or geopolitics, this conversation will help you understand why crude oil prices matter to every Indian household and investor.Subscribe to The Core for deep conversations on business, economy, markets and policy that shape India’s future.Crude oil falls below $73 and the India economy could feel the impact. Watch Govindraj Ethiraj on The Core Report decode what lower Brent crude oil and oil prices mean for inflation, GDP growth, rupee, stock market, fuel prices and corporate earnings, and why the West Asia crisis still matters.#CrudeOil #IndiaEconomy #OilPrices #BrentCrude #TheCoreReport #TheCore
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#911 India’s Stock Market Through A Bottom Up Investing Lens | Govindraj Ethiraj | The Core Report 25.06.2026 34minIndia’s stock market through a bottom up investing lens is the focus of this episode of The Core Report Special Edition, where financial journalist Govindraj Ethiraj is in conversation with Rakesh Vyas, CIO & Portfolio Manager at Quest Investment Managers.Where will India’s next stock market returns really come from?Beyond oil prices, geopolitics, inflation, the rupee and global uncertainty, this conversation looks at India’s equity market from the ground up. Rakesh Vyas breaks down the sectors and themes that could shape India’s next phase of market returns.The discussion covers banks, lending and financialization of savings, along with consumption, premiumization and retail growth. It also looks at energy, power transmission and manufacturing as India prepares for higher demand, more capex and a stronger domestic growth cycle.Can lending become the one sector that connects India’s consumption story, energy investment and financial savings boom? Are Indian market valuations fair, expensive or still attractive? And will corporate earnings growth matter more than market hype?CHAPTERS:(01:52) Where Equity Returns May Come From Next(06:45) Why Lending Could Lead India’s Financialisation Story (10:26) The Big Shift in Indian Consumption (12:50) Why Premiumisation Is Still Early(14:47) Energy Demand, Power Capex and Transmission(19:05) Why Solar Equipment Stocks Face Pressure(21:31) Why IT Sector Has Been Underweight(24:24) Why IT Services Still Have a Role in AI(25:09) How Lending Connects India’s Big Growth Themes (26:36) What Investors Should Expect From Markets (28:14) Are Earnings Finally Set to Recover? (30:31) The Biggest Risks for Indian Markets (32:04) Manufacturing and Exports as the Next Big Opportunity(33:59) Are Indian Markets Fairly Valued?The episode also explores IT services, AI, GCCs, exports, pharma and manufacturing as long term opportunities for India’s equity market and the broader Indian economy.Watch the full conversation for a sharper view of India’s stock market, bottom up investing, equity market trends and India’s next growth opportunities.#IndiaStockMarket #StockMarketIndia #EquityMarket #IndianEconomy #TheCoreReport #TheCore
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#910 Oil Prices Fall Below Pre War Levels As Optimism Rises 24.06.2026 27minOn Episode 910 of The Core Report, financial journalist Govindraj Ethiraj talks to Jitendra Gohil, CIO - Listed Equities at Bajaj Alternate Investment Management Limited as well as Soumya Mohanty, MD & Chief Client & Solutions Officer, South Asia at Kantar.SHOW NOTES(00:00) Stories of the Day(01:00) Oil Prices Fall Below Pre War Levels As Optimism Rises(05:43) How South Korean Supertankers Are Ruling The Persian Gulf(07:03) India Is Using More Domestic Coal Instead Of Imported(08:15) Shaping Market Strategies Based On Geopolitical Moves(18:49) India’s Most Creatively Effective Brands Include Oldies Taj Mahal Tea And Tata SaltFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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