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.
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#890 Who is Buying or Selling in Indian Markets Right Now 01.06.2026 24minOn Episode 890 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior Vice President at Geojit Financial Services as well as Dharmakirti Joshi, Chief Economist at CRISIL.SHOW NOTES(00:00) Stories of the Day(00:50) Why global markets are now disconnected from war, geopolitics and rising prices.(03:54) Will the RBI hike interest rates this week?(12:44) Does it matter who is buying or selling in Indian markets right now?(15:07) Why an India-Oman FTA is more than just that(23:21) Negotiations for a deal to telecast the FIFA World Cup are almost as nail biting as a final matchSubscribe to How India’s Economy Works - Spotify | Apple | YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#889 Markets are Still Expecting a Deal on The Iran-US War 31.05.2026 36minOn Episode 889 of The Core Report, financial journalist Govindraj Ethiraj talks to Manisha Kapoor, CEO and Secretary-General at ASCI. We also feature an excerpt from our show How India’s Economy Works featuring economist and former NITI Aayog Vice Chairman, Dr. Rajiv Kumar.SHOW NOTES(00:00) The Take(08:34) Index rebalancing is a larger problem for markets to grapple with.(10:22) Markets are still expecting a deal on the Iran-US war.(12:27) Despite bans, offshore betting and its advertisements flourish in India.(23:45) What ails manufacturing in India and what should be the policy response.Register for our event on Tuesday, 2nd JuneCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#888 Why India’s Electrostate Push Is Bigger Than You Think 29.05.2026 56minWhy India’s Electrostate Push Is Bigger Than You Think with Govindraj Ethiraj and Pratik Agarwal explores how India’s electricity revolution could reshape the economy, infrastructure, manufacturing, AI data centres, renewable energy, and the future of power consumption in India.As India’s peak power demand crosses 270 GW earlier than expected, Pratik Agarwal, Chairman of Resonia and Serentica Renewables and Managing Director at Sterlite Group, explains why this is not just a power story but the beginning of India becoming an electrostate. From renewable energy growth and transmission infrastructure to AI powered grids, battery storage, EV adoption, and round the clock green energy, this conversation breaks down the biggest shifts happening inside India’s energy sector.In this deep dive episode of The Core Report Weekend Edition, Govindraj Ethiraj and Pratik Agarwal discuss India’s electricity demand surge, renewable energy targets, power grid expansion, data centre growth, battery economics, AI in electricity management, transmission bottlenecks, and why India may have a once in a generation opportunity to become a global clean energy and AI infrastructure hub.The conversation also explores Sterlite Electric’s role in India’s transmission network, renewable energy supply for industries like aluminium and zinc, underground cabling in cities like Mumbai, the rise of HVDC transmission lines, and how AI driven software is optimising India’s national power grid in real time.Topics covered include India power demand, India renewable energy, India electricity grid, Sterlite Electric, Serentica Renewables, Govindraj Ethiraj podcast, Pratik Agarwal interview, India energy transition, AI data centres India, electricity consumption India, EV adoption India, renewable energy storage, battery technology India, HVDC transmission, green energy India, industrial decarbonisation, infrastructure investing India, power transmission India, AI in energy sector, and India growth story.Register for our event on Tuesday, 2nd JuneCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#887 Markets Brace Once Again for a Fall 28.05.2026 29minOn Episode 887 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO at Tax Compaas as well as Moses Kemibaro, Founder & CEO at Dotsavvy.SHOW NOTES(00:00) Stories of the Day(01:24) With no end in sight to the was in West Asia, markets brace once again for a fall(05:50) Air India, Indigo to cut back flights in June and July(07:29) Will the Government cut capital gains taxes for foreign portfolio investors?(16:53) US airlines are stepping up their India presence but not for flights(17:40) Lessons from Kenya’s experiment with satellite internetRegister for our event on Tuesday, 2nd JuneCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#886 India’s ₹1.5 Lakh Crore DARPA Moment For Deep Tech 27.05.2026 28minIndia’s ₹1.5 Lakh Crore DARPA Moment For Deep Tech could reshape India’s R&D, startup funding and innovation economy. In this special episode of The Core Report, Govindraj Ethiraj speaks with Dr. Shivkumar Kalyanaraman, CEO of ANRF, on India’s biggest push yet to fund deep tech, research and development, and future technologies.Dr. Kalyanaraman explains how the Anusandhan National Research Foundation, the RDI scheme, TDB and BIRAC are backing companies and projects with patient capital, long term debt, convertibles and blended finance.CHAPTERS:(00:00) Introduction (02:00) India’s New Push to Fund Research and Deep Tech(02:30) How the First RDI Projects Were Selected(04:10) From 6G to Space Tech: What the Fund Is Backing(06:02) Ticket Sizes, Loans, and Convertible Funding(06:30) How ANRF Compares With DARPA(07:32) How ANRF Is Changing India’s Research Funding Model(08:26) Grants, Translation, and Private Sector Scale-Up(10:36) How ANRF Is Choosing Themes and Projects(12:15) Monitoring, Mentoring, and Measuring Research Outcomes(13:46) Lessons From His Experience in IBM and Microsoft(15:30) Where AI Fits Into India’s R&D Funding Push(16:50) Standout Areas: Space Tech, Health Tech, Drones, and AI(18:27) How Big and Small Companies Can Access RDI Funding(20:16) Strengthening Academic Research and Translation(21:54) What Patient Capital Really Means(23:50) Funding Energy Transition and Critical Raw Materials(25:24) The Scientific Problems India Should Solve Next(27:23) India’s Unfinished Agenda for Scientific ExcellenceRegister for our event on June 2ndCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#885 India Falls Behind Taiwan in Market Capitalisation 26.05.2026 30minOn Episode 885 of The Core Report, financial journalist Govindraj Ethiraj talks to Vishwas Chitale, fellow at the Council on Energy, Environment and Water (CEEW) as well as Amol Bansal, Founder and CEO at BK Saraf Jewellers.SHOW NOTES(00:00) Stories of the Day(01:31) India falls behind Taiwan in market capitalisation(05:22) Coal-fired power plants are running dangerously short on coal(07:06) Is India better prepared for heatwaves?(15:36) Can a native solution to monetize 25,000 tonnes of gold in homes work?(26:43) Ferrari shares fall after it launches an electric car(27:51) Who buys a watch to see the timeRegister for our event on June 2ndCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#884 Scent of a Deal Sends Oil Prices Down and Markets Up 25.05.2026 29minOn Episode 884 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikash Halan, Managing Director, Corporate Finance at Moody's Ratings; K. Ravichandran, Executive Vice President & Chief Rating Officer at ICRA ltd; and Poorvi Chothani, Founder and Managing Partner at LawQuest.SHOW NOTES(00:00) Stories of the Day(01:52) Why oil markets are now nearing minimum operating levels(02:39) Scent of a deal sends oil prices down, markets up(03:59) Oil prices rose for the fourth time in May(04:14) Moody’s, Crisil say Indian balance sheets were strong going into conflict(16:14) What will the new Green Card rule mean for Indian visa holders in the US?Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#883 Indian Markets are Set to Open Stronger on Reports of an Iran-US deal 24.05.2026 29minOn Episode 883 of The Core Report, financial journalist Govindraj Ethiraj talks to Prasanna Tantri, Associate Professor of Finance and Executive Director - Centre for Analytical Finance (CAF) at ISB as well as Yogesh Rawat, Chief Business Officer - Student Lending International at Avanse financial services.SHOW NOTES(00:00) The Take(05:00) Why your SIPs are bringing the rupee down against the dollar(06:14) Indian markets are set to open stronger on reports of an Iran-US deal.(07:12) 150-member business delegation along with the trade minister to land in Canada.(08:35) Interest rate hikes seem imminent. But what about the timing? (19:50) How Indian students headed overseas are recalibrating their options thanks to tighter visa regimes and depreciating rupeeCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#882 Rupee Fall And Red Tape: The Two Sides Of India’s Economy 23.05.2026 36minIn this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Rishi Agrawal of TeamLease Regtech and Dr Rajeswari Sengupta on why the Indian rupee is under pressure, why foreign investors are pulling money out, and why India’s business rules still make growth harder than it should be.Dr. Rajeswari Sengupta, Associate Professor of Economics, Indira Gandhi Institute of Development Research, explains the macroeconomic stress behind the rupee fall, energy shock, oil price pressure, current account deficit, foreign capital outflows, AI shock and India’s weakening appeal for global investors. She also explains why price adjustment, currency depreciation and policy certainty may matter more than short term defence of the rupee.Rishi Agrawal, CEO and Co Founder of TeamLease RegTech, explains the bottom up challenge facing Indian businesses. From red tape and compliance burden to labour law reform, Jan Vishwas, decriminalisation, digitisation and the need for a UPI moment for business compliance, he breaks down what must change to make India more attractive for entrepreneurs, MSMEs, manufacturers and foreign investors.CHAPTERS:(00:00) Introduction(02:33) Why the Rupee Was Weak Before the West Asia Crisis(07:22) The Three Shocks Facing India: Iran, AI, and China Plus One(09:20) Why India Needs Price Adjustment, Not Suppression(10:03) The Regulatory Architecture Holding Businesses Back(11:50) Decriminalisation, Jan Vishwas, and the Shift From Fear to Trust(15:04) What Still Makes India Attractive for Investors(17:00) Why the Current Account Deficit Has Become a Bigger Worry(21:23) When Policy Response Starts Looking Like Panic(23:23) The Ground Reality for MSMEs and Manufacturers(26:00) Why India Needs a UPI Moment for Compliance(28:00) What Labour Law Reform Could Change for Businesses(29:53) When Will Regulatory Reform Show Economic Results?(31:07) Why India Still Needs Policy Certainty and Predictability(33:00) The Case for Recalibrating India’s Growth AmbitionsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
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#881 Surjit Bhalla Explains What Is Really Wrong With India Economy 22.05.2026 39minIs India’s economy facing a temporary shock or a deeper crisis?In this episode of The Core Report Weekend Edition, economist and author, Surjit Bhalla joins Govindraj Ethiraj to go beyond the headlines around the falling rupee, oil prices, West Asia tensions, and global uncertainty. He argues that the real problem with the Indian economy may not be the immediate currency pressure alone, but a longer term weakness in investor confidence, foreign direct investment, manufacturing, exports, and economic decision making.Surjit Bhalla explains why India’s growth challenge cannot be understood only through the rupee dollar exchange rate. He highlights the fall in net FDI, the impact of bilateral investment treaties, retrospective taxation, quality control orders, ease of doing business, and policy uncertainty. He also questions why India has not fully benefited from the China plus one opportunity while countries like Vietnam and Bangladesh gained from global supply chain shifts.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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#880 Markets are Bracing for RBI Moves on Depreciating Rupee 21.05.2026 26minOn Episode 880 of The Core Report, financial journalist Govindraj Ethiraj talks to Pratik Gupta, CEO and Co-Head, Institutional Equities at Kotak Securities Ltd.SHOW NOTES(00:00) Stories of the Day(01:00) Why markets are bracing for RBI moves on depreciating rupee(03:01) Why oil markets could enter the red zone very soon(07:18) Fuel price hikes are necessary but not sufficient(24:11) The global palm oil market is in turmoil with Indonesia exerting state control over prices.(24:54) Nvidia reports $58 billion net income on $81 billion sales, up over 85% in last quarter.Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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#879 Markets Look Up as The Rupee Hits Fresh Low 20.05.2026 32minOn Episode 879 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhishek Bisen, Head- Fixed Income at Kotak Mahindra AMC as well as Yashwant Deshmukh, Founder-Director of C-Voter.SHOW NOTES(00:00) Stories of the Day(00:50) Could there be curbs on dollar outflows?(06:01) The markets look up as the rupee hits fresh low(06:56) US Treasury yields are in the danger zone, what the India impact could be?(14:04) A leading economist says the Government is winning elections but losing the economy. A deep dive.Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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#878 Markets Struggle to Hold Ground Against a Falling Rupee 19.05.2026 26minOn Episode 878 of The Core Report, financial journalist Govindraj Ethiraj talks to Raian N. Karanjawala, Managing Partner at Karanjawala & Company as well as Sahil Kapoor, Head of Products and Market Strategist at DSP Mutual Fund.SHOW NOTES(00:00) Stories of the Day(00:50) Markets struggle to hold ground against a falling rupee(03:10) Microsoft to roll out largest data center in India(04:41) Trump administration dismisses criminal fraud charges against Gautam Adani following a settlement, assessing the legal implications(17:58) The charts are showing early signals, says a new DSP MF report. And why large caps make senseCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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#877 Markets Steady as Rupee Falls Again 18.05.2026 29minOn Episode 877 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashant Vashisht, Senior Vice President and Co-Group Head at ICRA as well as Shantanu Sahai, Executive Director & Head - Private Credit at ASK Asset & Wealth Management Group.SHOW NOTES(00:00) Stories of the Day(00:50) Markets steady as rupee falls again(05:05) The GCC flow continues as big brands expand in India(05:55) Where could petrol and diesel prices in India go and what are the driving factors?(13:26) Large private credit funds are being launched and what that says about market demand for alternatives(27:06) You will never guess what Ajinomoto is being used forCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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#876 Markets Continue to Grapple with Oil Price and Rupee Pressures 17.05.2026 29minOn Episode 876 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Lazar, aviation and regulatory expert as well as Chitra Rentala, Partner at Trilegal.SHOW NOTES(00:00) The Take(04:31) Markets continue to grapple with oil price, rupee pressures(07:54) Indian airlines are cutting back capacity, what does that mean for passengers and airlines(16:26) A bribery charge against HDFC Bank’s CEO is quashed, decoding the defense with the bank’s lawyersCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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#875 Rakesh Mohan Explains India’s Big Growth And Investment Puzzle 17.05.2026 43minAs the West Asia crisis pushes up oil prices and adds pressure on the rupee, India faces a crucial question. How should the government, RBI, businesses and investors respond to a fast-changing global economy?In this episode of The Core Report Special Edition, Dr Rakesh Mohan, President Emeritus and Distinguished Fellow, Centre for Social and Economic Progress joins Financial Journalist Govindraj Ethiraj to break down the impact of rising energy prices, crude oil imports, fertiliser costs, foreign investment flows, FDI, FPI and the depreciating rupee. He explains why India’s challenge is not just the current oil shock, but also deeper issues around private sector investment, manufacturing competitiveness, exports, R&D, infrastructure and the real exchange rate.The conversation also explores why India may need a sharper strategy on China, trade, RCEP, CPTPP and labour-intensive manufacturing. Dr. Mohan discusses highways, rail freight, ports, airports, telecom, power, renewables and why dedicated freight corridors could play a major role in India’s next phase of growth.For India-based professionals, investors, consultants, business leaders and policy watchers, this podcast offers a clear and timely view of India’s economy, rupee pressure, oil prices, global uncertainty and the policy choices that could shape India’s future.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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#874 The Insurance Gap Putting Indian Families At Financial Risk | Govindraj Ethiraj | The Core Report 15.05.2026 37minThe Insurance Gap Putting Indian Families At Financial Risk is a timely conversation with Financial Journalist Govindraj Ethiraj and Asit Rath, MD and CEO of Aviva India, on why life insurance in India remains misunderstood even as families face rising medical costs, retirement uncertainty, and long-term financial risk.In this episode of The Core Report Weekend Edition, Asit Rath explains why many Indians are still underinsured, why term insurance and protection cover are harder to sell than health insurance, and why the real challenge is not claim settlement but trust, awareness, and the way insurance is explained.The conversation covers life insurance in India, ULIPs, retirement planning, medical inflation, critical illness cover, AI in insurance, digital underwriting, claim settlement, and the growing protection gap among Indian families, salaried professionals, business owners, and young earners.How much life cover is enough for a family?Why do many Indians rely mainly on employer insurance?Are ULIPs still useful for long-term wealth creation?Why is medical inflation making protection planning more urgent?Can AI and digital insurance platforms make the industry more transparent?Asit Rath also explains why insurance should be seen as a social industry, how better distribution and consultative selling can reduce mis-selling, and why retirement planning may become one of India’s biggest financial challenges in the coming decade.Tune in for a insights on all types of insurance and the future of India’s insurance industry.For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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#873 Markets Rise on China-US Talks 14.05.2026 25minOn Episode 873 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, Chairman of the Asian Palm Oil Alliance as well as Indrani Bagchi, CEO at Ananta Aspen Centre.SHOW NOTES(00:00) Stories of the Day(00:50) Markets rise on China-US talks as a sign of possible peace in West Asia(03:19) India’s Whole Sale Price Inflation jumps sharply(06:43) Can India reduce its dependence on cooking/vegetable oil?(13:46) What will a ban on sugar exports mean?(17:23) Viewing the China-US talks in Beijing right now through an Indian lensCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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#872 Markets Recover as Sellers Take A Break 13.05.2026 33minOn Episode 872 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Strategist at Quantum Advisors as well as Ramesh Subramaniam, Global Director - Programmes and Strategy at the Coalition for Disaster Resilient Infrastructure (CDRI).SHOW NOTES(00:00) Stories of the Day(01:00) Markets recover as sellers take a break(02:37) Rupee hits fresh all time low(03:44) India weathering global financial pressures better than headline data suggest, says S&P Global Ratings(07:12) Govt launches Coal gasification projects which could help reduce energy imports(09:50) Why are FPIs selling and the surprising data point on their investments(20:13) Funding for resilient infrastructure is coming but the needs are higherCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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#871 Markets Sink as West Asia War Fears Take Hold 12.05.2026 34minOn Episode 871 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Atkinson, Senior Fellow at The National Center for Energy Analytics as well as Deep Vadodaria, Managing Director at Nila Spaces.SHOW NOTES(00:00) Stories of the Day(01:00) Markets sink as economic uncertainty and West Asia war fears take hold(02:47) Rupee hits fresh low, as outflows continue(06:16) What is the actual cost of a barrel of oil, it's not what you see(22:13) New guidelines for use of AI in advertising are on the anvil(23:13) Not many people want to move to offshore financial centre GIFT CityCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
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