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The Core Report

by The Core · English · News

Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology

New episodes: Daily
Typical length: 28 min
Latest: 5 Oct 2026
Language: English

Latest episode

5 Oct 2026 · 27 minNew

#997 A Trade Deal With The US Appears Distant And Near Impossible Now

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…

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Earlier episodes 29 most recent

4 Oct 2026 · 24 minNew

#996 Oil Prices And Bond Yields Will Determine If Markets Can Recover

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…
2 Oct 2026 · 49 min

#995 India’s Growth Story and the Cost of Regulatory Cholesterol

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…
30 Sep 2026 · 35 min

#994 Oil Flows Through The Strait Of Hormuz Are Only 11% Shy Of The Pre-War Peak

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…
29 Sep 2026 · 26 min

#993 Why Indian Markets Have Gone Back 25 Years

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…
28 Sep 2026 · 31 min

#992 Why Oil Price Uncertainty Will Continue To Batter Markets

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…
27 Sep 2026 · 20 min

#991 Oil Prices And Stalemate In West Asia Will Determine Market Direction This Week

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…
25 Sep 2026 · 21 min

#990 Why India Needs “Safety of Business,” Not Just Ease of Business

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…
24 Sep 2026 · 29 min

#989 Liquidity Stretched Markets Take A Dive

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…
23 Sep 2026 · 21 min

#988 Oil Prices Steady As Markets Watch US-Iran Talks In New York

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…
22 Sep 2026 · 35 min

#987 Iran Makes Fresh Overture For Peace

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…
21 Sep 2026 · 34 min

#986 Oil Prices Fall And Indian Markets Rise

On Episode 986 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Lohia, Managing Director of Jupiter Wagons. We also feature an excerpt from our recent Special Edition featuring Dr. Rajiv Kumar, former Vice Chairman of NITI Aayog and Chairman of Pahle India Foundation. SHOW NOTES (00:00) Stories of the Day (00:50) UN General Assemby Meets In New York, Will It Provide The Path To Peace Oil Prices Fall And Indian Markets Rise (03:18) What Bernstein Does Not Like About Older Large Cap Indian Companies (05:11) Coal Stocks Are Running Low (07:24) The Western Dedicated…
20 Sep 2026 · 29 min

#985 Markets Brace For A Tough Week

On Episode 985 of The Core Report, financial journalist Govindraj Ethiraj talks to Hetal Dalal, President and COO at IiAS as well as Abizer Diwanji, Founder at NeoStrat Advisors. SHOW NOTES (00:00) The Take (04:41) Markets Brace For A Tough Week With War Intensifying In Multiple Theatres (08:25) Direct Tax Collections Continue To Rise (09:41) Did The Tata Sons Board Overstep Its Authority In Reappointing Chandrasekaran (18:18) Which Way Could The Tata Group Battle For Control Evolve And What’s At Stake Register for our event “Don’t Miss a Beat: The Hidden Risks to Indians” For more of our…
20 Sep 2026 · 41 min

#984 What Retail Investors Can Learn From Institutional Investors | Govindraj Ethiraj | The Core Report

Retail investors often discover how much risk they have taken only after a trade goes wrong. What can they learn from institutional investors about managing money before that happens? In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with Sandeep Nayak, Managing Director and CEO of Centrum Finverse, about why retail investors lose money, how emotions influence investment decisions and what a disciplined approach to wealth creation involves. Sandeep Nayak examines the gap between entering the stock market to build long-term wealth and getting…
19 Sep 2026 · 55 min

#983 Why These Indian Business Leaders Are Investing In Nature | Govindraj Ethiraj | The Core Report

Why are Indian business leaders investing in nature? Harish Yarlagadda, Shloka Nath and Dr Ravi Mariwala explore how climate philanthropy, biodiversity conservation and water security connect to India’s economic future.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Harish Yarlagadda, founder and chief mentor of Malakshmi Group and co-founder of Dharmavana Nature Arc, Shloka Nath, former CEO of India Climate Collaborative, and Dr Ravi Mariwala, founder and CEO of Smart Water and a promoter at Marico.Yarlagadda shares why he moved away from fossil fuel power…
17 Sep 2026 · 25 min

#982 Markets Flat As They Digest Falling Oil Prices

On Episode 982 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Kapoor, Managing Director and CEO, Private Wealth at JM Financial in an excerpt from our Special Edition as well as Ratan Kumar Kesh, Executive Director & COO at Bandhan Bank. SHOW NOTES (00:00) Stories of the Day (00:50) India Puts Its Foot Down On Potential US Tariff Threat On Russian Oil Purchases (04:00) Markets Flat As They Digest Falling Oil Prices (05:27) The Tata Group’s Squabbles Have Blown Into A Full-Blown Public Spat (08:47) Managing Wealth Through Transition, A Wealth Manager’s View (20:24)…
16 Sep 2026 · 27 min

#981 Oil Prices Ease, The Markets Rise

On Episode 981 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Mayur Shah, Head of the Rare Diseases Business at Sanofi India as well as Namit Chugh, Director at HealthQuad. SHOW NOTES (00:00) Stories of the Day (00:50) EU Invites Canada To Become Its First Associate Member (03:44)US War With Iran Has Cost $38 Billion Till August And Still Rising (04:26) Oil Prices Ease, The Markets Rise (06:00) Will The Tata Sons Ask N Chandrasekaran To Stay On As Chairman? (07:02) How AI Is Changing Clinical Practices As Well As Hospital Systems For more of our coverage check out…
15 Sep 2026 · 32 min

#980 Why Indian Markets Are Getting Battered Right Now

On Episode 980 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Tax Expert and CEO of tax advisory firm Tax Compaas as well as Rajeswari Sengupta, Associate Professor of Economics at the Indira Gandhi Institute of Development Research (IGIDR). SHOW NOTES (00:00) Stories of the Day (01:00) Why Indian Markets Are Getting Battered Right Now (03:46) India’s Exports Are Up 26% In August (05:22) UPI Will Not Be Free Any More, So You Will Have To Pay 0.4% On Transactions Above Rs 2,000. (08:08) Tata Sons Is Set To Go To Court Against The RBI’s Move Asking It To Go…
14 Sep 2026 · 28 min

#979 AI Stocks Take A Dive

On Episode 979 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at Prime Database as well as Atanu Mukherjee, CEO at Dastur Energy. SHOW NOTES (00:00) Stories of the Day (00:50) AI Stocks Take A Dive Following Slow-Down Appeal From Anthropic CEO (06:04) Tata Sons and the RBI (07:51) Big IPO Week Ahead, What Is Standing Out In The Rs 100,000 Crore Rush? (17:10) India Invites Companies To Set Up Coal Gasification Plants, Why Is This Critical? For more of our coverage check out…
13 Sep 2026 · 23 min

#978 Key Developments At The BRICS Summit In New Delhi

On Episode 978 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre as well as Dipti Deshpande, Principal Economist at CRISIL Limited. SHOW NOTES (00:00) The Take (03:33) Key Developments At The BRICS Summit In New Delhi (12:54) Monsoon Worries (19:08) Anthropic CEO AI warns of Rapid AI development For more of our coverage check out…
12 Sep 2026 · 40 min

#977 Why Your Mutual Fund Earns More Than You Do | Axis MF CIO | Govindraj Ethiraj | The Core Report

Why does your mutual fund earn more than you do? In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with R Sivakumar, Chief Investment Officer at Axis Mutual Fund, about why investor returns can lag mutual fund returns, how chasing past performance contributes to the gap and why SIPs have not eliminated it.R Sivakumar explains how investors can miss a fund’s strongest performance by entering after a rally and pulling back during weaker periods. Buying the best-performing mutual funds based on recent rankings may feel reassuring, but the timing…
11 Sep 2026 · 41 min

#976 Is ₹10 Lakh Health Insurance Enough for Your Family? | Govindraj Ethiraj | The Core Report

Is ₹10 lakh health insurance enough for your family? In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Mayank Bathwal, CEO, Aditya Birla Health Insurance Co. Ltd., about rising healthcare costs, medical inflation and whether family health insurance is keeping pace with the treatment people expect.Mayank Bathwal says medical inflation has consistently run at 10–12%, making ₹10 lakh and ₹15 lakh health insurance covers increasingly common. He explains why families need to consider future healthcare expenses when assessing coverage, as newer…
10 Sep 2026 · 27 min

#975 Crude Has Now Crossed $105

On Episode 975 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhay Laijawala, Chief Investment Officer, India at Lighthouse Canton (and veteran metals analyst) as well as Kunal Pande, National Leader - Cyber, Risk and Compliance Services at KPMG in India. SHOW NOTES (00:00) Stories of the Day (01:00) Crude Has Now Crossed $105 As The West Asia War Escalates To New Levels (03:03) Chinese President Xi Jinping Will Visit Delhi For The BRICS Summit As Trade Relations Are Strained Again (05:51) US Markets Once Again Cock A Snook At The Treasury Secretary’s Efforts To Rein In…
9 Sep 2026 · 23 min

#974 The Big Liquidity Drain In Indian Markets

On Episode 974 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head of Currency & Commodity Research at Kotak Securities as well as Sachin Seth, Regional Managing Director at CRIF, India & South Asia on the sidelines of the Global Fintech Fest 2026. SHOW NOTES (00:00) Stories of the Day (00:50) The Big Liquidity Drain In Indian Markets (03:29) Inflation May Have Hit A 20-Month High (03:56) What To Make Of A Falling Dollar And Rising Yen? (12:50) The Big Opportunity In India’s Near To Credit Populace For more of our coverage check out…
8 Sep 2026 · 23 min

#973 Why Is Crude Oil Not Over $100?

On Episode 973 of The Core Report, financial journalist Govindraj Ethiraj talks to Nilesh Shah, Managing Director at Kotak Mahindra Asset Management Co. Ltd in an excerpt from our recent Special Edition . SHOW NOTES (00:00) Stories of the Day (00:50) Why Is Crude Oil Not Over $100? (04:04) Indian Banks May Not Have Hedged Future Interest Payments In $127 Billion NRI Deposit Flows (07:24) Why Copper Prices Have Hit Fresh Highs (08:20) India’s Operational Office REIT Portfolio Has Expanded By 74% Year-Over-Year In Last Six Months (10:02) Mutual Funds Have To Be Reinvented, But What Comes Next?…
7 Sep 2026 · 23 min

#972 Oil Prices Are Now Projected To Rise Higher

On Episode 972 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President at Pharmarack as well as Amar Sheth, Vice President of the Federation of Automobile Dealers Associations (FADA). SHOW NOTES (00:00) Stories of the Day (01:32) Oil Prices Are Now Projected To Rise Higher, Leaving Markets In The Lurch (03:20) India’s SmallCap Index Hits A 52 Week High (05:20) Vehicle Sales Growth Is Being Powered By Rural India Now, Despite Poor Monsoons (13:36) Why Anti-Obesity Drug Sales Are Slowing Down (19:48) After EV, Now There Is EREV Or Gas Powered EVs…
6 Sep 2026 · 34 min

#971 Oil Price Uncertainty Could Keep Markets Down

On Episode 971 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Mitra, co-chair of the National Committee on Dairy of the Trade Promotion Council of India. We also feature an excerpt from our show How India’s Economy Works featuring Ananth Narayan , Economist and Former Whole Time Member, SEBI. SHOW NOTES (00:00) The Take (04:31) A Fresh Battle With The Federal Reserve And Oil Price Uncertainty Could Keep Markets Down (06:37) Forex Reserves Hit A Fresh All Time High (09:06) TCS To Build A $7 Billion 1 GW Data Centre Near Hyderabad (10:00) Birla’s Jump Into Hot Wires…
5 Sep 2026 · 31 min

#970 How Protectionism Is Holding Back Indian Manufacturing | Govindraj Ethiraj | The Core Report

India’s manufacturing problem may be more deeply rooted than it appears. In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with economist Dr Surjit Bhalla about how protectionism is holding back Indian manufacturing, why private investment has lost momentum and whether India can realistically become a developed country by 2047. Surjit Bhalla examines India’s Viksit Bharat 2047 ambition through per capita income and economic growth projections. He explains why measuring progress using current dollars rather than purchasing power parity produces…
4 Sep 2026 · 22 min

#969 Nilesh Shah Explains: Why Mutual Funds Must Go Beyond Equity | Govindraj Ethiraj | The Core Report

Nilesh Shah explains why Mutual Funds must go beyond Equity as India’s investment landscape evolves toward debt, hybrid, gold, real estate, alternatives and unlisted investments. In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Nilesh Shah, MD, Kotak Mahindra Asset Management Co. Ltd, about the future of mutual funds in India, retail investors and the need for greater diversification. Nilesh Shah argues that equity remains attractive, but mutual funds cannot remain synonymous with equity. He explains why the industry needs to expand into debt, hybrid funds,…
3 Sep 2026 · 24 min

#968 Indian Markets Reel Under Oil Price Onslaught

On Episode 968 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Strategist at Q India UK (affiliate of Quantum Advisors India) as well as Piyush Pandey, Senior Vice President, Institutional Equity Research (Lead Analyst)-IT, Telecom, Internet and Power at Centrum India. SHOW NOTES (00:00) Stories of the Day (00:50) Indian Markets Reel Under Oil Price Onslaught (02:31) Rupee Hits A 10-Week Closing High (04:59) India’s Banking System Will See A Liquidity Overdose Thanks To The $127 Billion Inflows (17:53) ITC Infotech Is Merging With Ashok…

About 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

The Core Report is a English news podcast from The Core. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: The Core
Language: English
Category: News
New episodes: Daily
Typical length: 28 min
Latest episode: 5 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1687446175
Website: thecore.in
Rights: The Core

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The Core Report

Latest episode

#997 A Trade Deal With The US Appears Distant And Near Impossible Now

Earlier episodes 29 most recent

#996 Oil Prices And Bond Yields Will Determine If Markets Can Recover

#995 India’s Growth Story and the Cost of Regulatory Cholesterol

#994 Oil Flows Through The Strait Of Hormuz Are Only 11% Shy Of The Pre-War Peak

#993 Why Indian Markets Have Gone Back 25 Years

#992 Why Oil Price Uncertainty Will Continue To Batter Markets

#991 Oil Prices And Stalemate In West Asia Will Determine Market Direction This Week

#990 Why India Needs “Safety of Business,” Not Just Ease of Business

#989 Liquidity Stretched Markets Take A Dive

#988 Oil Prices Steady As Markets Watch US-Iran Talks In New York

#987 Iran Makes Fresh Overture For Peace

#986 Oil Prices Fall And Indian Markets Rise

#985 Markets Brace For A Tough Week

#984 What Retail Investors Can Learn From Institutional Investors | Govindraj Ethiraj | The Core Report

#983 Why These Indian Business Leaders Are Investing In Nature | Govindraj Ethiraj | The Core Report

#982 Markets Flat As They Digest Falling Oil Prices

#981 Oil Prices Ease, The Markets Rise

#980 Why Indian Markets Are Getting Battered Right Now

#979 AI Stocks Take A Dive

#978 Key Developments At The BRICS Summit In New Delhi

#977 Why Your Mutual Fund Earns More Than You Do | Axis MF CIO | Govindraj Ethiraj | The Core Report

#976 Is ₹10 Lakh Health Insurance Enough for Your Family? | Govindraj Ethiraj | The Core Report

#975 Crude Has Now Crossed $105

#974 The Big Liquidity Drain In Indian Markets

#973 Why Is Crude Oil Not Over $100?

#972 Oil Prices Are Now Projected To Rise Higher

#971 Oil Price Uncertainty Could Keep Markets Down

#970 How Protectionism Is Holding Back Indian Manufacturing | Govindraj Ethiraj | The Core Report

#969 Nilesh Shah Explains: Why Mutual Funds Must Go Beyond Equity | Govindraj Ethiraj | The Core Report

#968 Indian Markets Reel Under Oil Price Onslaught

About The Core Report

More English news 6

Take it with you