On Episode 730 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President at the Seafood Exporters Association of India as well as Soumya Mohanty, Managing Director and Chief Solutions Officer, South Asia at Kantar and Graham Staplehurst, Director at Kantar BrandZ.
SHOW NOTES
(00:00) The Take: Finding Mechanics
(04:21) Indian markets in sniffing distance of all-time highs again, Sensex crossing 85,000 after 14 months
(05:56) Oil India announces strategic collaboration with Total Energies of France for exploration: the IEW Segment
(07:55) India’s seafood exporters are putting up a fight, with some help from the Government
(16:46) India’s most valuable brand is..
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On Episode 729 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashish Nanda, Chief Digital Business Officer, Kotak Securities.
SHOW NOTES
(00:00) Stories of the Day
(00:55) Global markets turn nervous even as tech leaders downplay the AI boom.
(02:04) Outgoing Meta AI chief blasts LLMs
(04:38) Morgan Stanley updates and upgrades India outlook to 107,000 on Sensex in a year
(08:31) Algo trading is now becoming a retail product. How it works
(17:48) Cloudflare goes down.
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On Episode 728 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at CRISIL Ratings.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Valuation guru says he wants to move his money into cash and collectibles
(05:03) India’s mid cap index hits record high
(06:23) The green shoots in Agri export exemptions in the US
(07:18) Gold imports jump and drive up trade deficits but there is some good news too
(09:17) India is going on a cement expansion spree and rural India is powering it
(18:23) Feedback
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On Episode 727 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Gruenwald, Global Chief Economist at S&P Global as well as Nikhil Narendran, Partner – TMT (Technology, Media and Telecommunications) at Trilegal.
SHOW NOTES
(00:00) The Take
(05:00) Why FP Inflows could restart soon
(11:01) Trump starts rolling back tariffs on food products as inflation bites
(12:11) The shocking fact about US GDP Growth
(25:57) The latest DPDP rules will mean sea change for consumer facing company operations
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Retail investors in India are no longer the “weak hands” of the market. They are behaving more like pros, staying invested through volatility and forcing everyone to rethink how India’s stock market really works.
In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj in conversation with Mr. Pranav Haridasan, MD and CEO, Axis Securities, to decode how the Indian markets have changed from 2020 to 2025 and what that means as we head toward 2026. They unpack the rise of the equity culture, the new discipline in retail investors, and the real story behind flows into equities, derivatives, and IPOs in India.
You will hear a ground level view from a leading brokerage on:
1) Why retail investors now think and act more like institutional investors
2) How the 2020 to 2025 bull run reshaped confidence in Indian equities
3) Whether India’s stock market rally can survive global shocks and AI bubbles
4) Equities versus derivatives and why regulation is cooling risky short term trading
5) How themes like consumption, capex, Make in India, defence, EMS, building materials are shaping market leadership
6) What is really happening in India’s IPO and tech IPO pipeline and how to think about profitless tech valuations
7) Why volatility, climate shifts and changing cycles make forecasting demand harder for manufacturers and consumer companies
8) How policy, GST moves and ease of doing business reforms affect brokers, investors and markets
If you follow business news, markets, tech, manufacturing, policy and IPOs and you want a clear, jargon light view of where India’s markets may be headed next, this conversation is for you.
Watch till the end to hear Pranav’s candid take on:
a) Whether 2025 was the “hard reset” the market needed
b) How he sees earnings, growth and sentiment playing out in the year ahead
c) What long term investors should really focus on in Indian equities
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On Episode 725 of The Core Report, financial journalist Govindraj Ethiraj talks to Ramesh S Damani, Member at the Bombay Stock Exchange (BSE) as well as Chirag Doshi, Chief investment Officer-Fixed Income at LGT Wealth India.
SHOW NOTES
(00:00) Stories of the Day
(01:00) The earnings story sinks in as mid caps race ahead
(03:06) Market watchers are predicting an oil glut next year which is good news for India
(06:03) What India’s ambitious $5 billion export promotion mission needs to become a reality
(08:26) Moody’s says India will grow at 6.5%
(09:06) What low inflation levels mean for fixed income in general and specific
(16:46) The art of writing letters to shareholders and insights from the world’s greatest investor
(31:41) How London luxury home prices are crashing
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On Episode 724 of The Core Report, financial journalist Govindraj Ethiraj talks to Pooja Vijay Ramamurthi, Fellow at Centre for Social and Economic Progress (CSEP) as well as Madhavi Arora, Lead Economist at Emkay Global Financial Services.
SHOW NOTES
(00:00) The Take
(06:17) Markets perk up on trade signals
(07:02) Inflation hits record low, what does that mean?
(14:57) COP30 kicks off in Brazil. What’s at stake this time?
(23:58) International Energy Agency now says electric vehicle sales could slow down and fossil fuel consumption will rise, in a reversal of sorts
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On Episode 723 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Prasad, Managing Director & Co- Head at Kotak Institutional Equities.
SHOW NOTES
(00:00) Stories of the Day
(00:48) Why the more sceptical market analysts are changing their mind on Indian markets
(04:59) Is the US taking a step back from its aggressive stance on tariffs globally, including India?
(07:34) Britannia sees another sudden CEO resignation
(09:32) Are Indian investors selling their mutual funds to fund their purchases, including for festivals?
(11:15) Picking new investment themes as 2025 comes to an end
FULL EPISODE ft Sanjeev Prasad
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On Episode 722 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative (GTRI).
SHOW NOTES
(00:00) Stories of the Day
(00:50) Why Indian markets are recovering now
(03:14) Goldman upgrades India, reverses October2024 downgrade
(05:41) Quality Control Orders and the unease of doing business
(17:21) More action in India’s weightloss drug space
(18:24) Indian restaurants in New York are facing tariff pains
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On Episode 721 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President–Commercial at Pharmarack as well as Shankkar Aiyar, veteran journalist, columnist and author.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Markets grapple with high intensity IPO demand, the trust factor
(06:59) Consumer inflation in India is crashing
(08:35) Auto sales jump.
(09:44) India’s largest selling drug is…
(16:06) Direct benefit transfer or vote benefit transfer?
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On Episode 720 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, Special Advisor, SEA & Chairman at the Asian Palm Oil Alliance (APOA) as well as Amit Pabari, Managing Director at CR Forex Pvt. Ltd.
SHOW NOTES
(00:00) Stories of the Day
(01:00) AI job cuts or AI washing
(03:21) Markets seek direction
(04:52) India’s problem-of-plenty in this crop
(5:47) Why did Indigo report such a sharp loss on account of forex?
(11:20) Soybean is a key bugbear in the India-US BTA discussions. Where do things stand now?
(18:39) Why there could be massive air traffic delays in the US in the coming days.
(20:46) Guess where Google is planning to set up a data centre…
(22:04) Eye on Retail
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India’s gig economy is rewriting the rules of work.
Behind the rapid growth lies a deeper story — one of transformation and tension. The gig economy represents freedom and flexibility for some, uncertainty and precarity for others.
In this special series, Eye on Retail, supported by Flipkart, Govindraj Ethiraj explores a conversation that examines how digital platforms, e-commerce, and logistics networks are reshaping India’s employment landscape.
Joining him are Dr. Arpita Mukherjee, Professor at the Indian Council for Research on International Economic Relations (ICRIER), and A. Balasubramanian, Senior Vice President at TeamLease Services.
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On Episode 719 of The Core Report, financial journalist Govindraj Ethiraj talks you through the big business stories of the day. We also feature an excerpt from The Core’s How India’s Economy Works, hosted by journalist and author Puja Mehra and featuring Dr. Nisha Taneja, Professor at the Indian Council for Research on International Economic Relations (ICRIER).
SHOW NOTES
(00:00) The Take
(06:36) Valuation concerns are hanging over global markets
(08:37) There are more private equity firms than McDonald’s restaurants in North America
(10:58) What Indian exporters need to become more competitive, learnings from China
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On Episode 718 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Advisory as well as Rahul Mehta, Chief Mentor at CMAI and Managing Director at Creative Garments Pvt. Ltd.
SHOW NOTES
(00:00) Stories of the Day
(01:00) RBI’s aggressive dollar buying is draining liquidity
(03:38) A market peak is close but not imminent right now
(04:03) Major banks, Goldman and Morgan say global markets could correct
(07:59) Gold and silver prices have corrected
(16:16) Why it could take decades to recover the massive AI investments being rolled out
(18:19) How Indian exporters in areas like textiles are coping
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On Episode 717 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative (GTRI) as well as Ayaz Memon, Veteran Sports Journalist and Commentator.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Will Indian markets see a strong November?
(06:44) Indian exporters are now feeling the full impact of the 50% tariffs in the US. The shocking details on how pharma and electronics exports are hit too.
(19:57) After India’s stunning victory against South Africa, what next for the women’s cricket team.
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On Episode 716 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre as well as Shankkar Aiyar, Politics Economy Analyst & Author.
SHOW NOTES
(00:00) The Take: Robots Coming For Our Jobs
(06:55) October was a good month for the markets
(09:11) Ford is back in India but to manufacture and export
(11:21) What’s at stake in Bihar elections starting this week?
(21:50) India was not on the table during Trump’s SE Asia visit last week
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#WatchNow | In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Shriram Subramanian, Founder & Managing Director of InGovern Research Services, and Hetal Dalal, President & Chief Operating Officer of Institutional Investor Advisory Services India Limited (IIAS).
They unpack the growing tensions and leadership struggle inside Tata Trusts, which control 66 percent of Tata Sons — the powerful holding company behind India’s most iconic brands: Tata Motors, Tata Steel, Titan, TCS, and Indian Hotels.
The conversation explores how a dispute among trustees has exposed deeper questions about governance, control, and succession within the Tata Group, one of the world’s most respected business empires. What does this mean for investors, the markets, and the future of India Inc?
Key themes discussed:
1) The internal power struggle at Tata Trusts and its impact on Tata Sons
2) The legacy of Ratan Tata and the leadership role of Noel Tata
3) The Shapoorji Pallonji Group’s 18% stake and the ongoing exit impasse
4) How governance, family ties, and capital allocation collide in corporate India
5) Lessons for succession planning and trust governance across family-run businesses
This deep-dive conversation goes beyond the headlines — revealing how ego, structure, and legacy shape billion-dollar decisions in Indian boardrooms.
If you follow business news, corporate governance, leadership, or the Indian economy, this episode offers crucial insights into the forces reshaping India’s biggest business empire.
🎧 Watch now to understand:
a) Why the Tata Trust dispute matters to investors and India’s markets
b) How governance conflicts can ripple through India’s largest corporations
c) What this means for the future of family-run businesses and leadership transitions
Stay tuned with The Core Report for more insights into the Tata Group, Tata Sons, and Tata Trusts power struggle shaping corporate India. Explore how governance, leadership, and succession define the future of Indian business and markets. Subscribe for more in-depth business news and analysis.
#TataTrusts #CorporateGovernance #IndiaBusiness #LeadershipCrisis #TheCoreReport
On Episode 714 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Ranade, former Chief Economist at Aditya Birla Group and former vice chancellor of the Gokhale Institute of Politics and Economics in Pune as well as, Head - Fixed Income at Kotak Mahindra Asset Management Company.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Why The Trump-Jinping meet after six years won’t really help markets
(05:24) Why US markets are weak
(06:30) Decoding the Federal Reserve’s rate cuts
(12:50) How more Indians are borrowing money at record levels for consumption and the dangers that come with it
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On Episode 713 of The Core Report, financial journalist Govindraj Ethiraj talks to Aamar Deo Singh, Senior Vice President - Equity, Commodity & Currency at Angel One.
SHOW NOTES
(00:00) Stories of the Day
(01:10) Will Trump’s Asia visit goodwill spill over to India?
(02:56) Market exuberance rules higher as Nvidia crosses $5 trillion
(05:17) It's the best time in a long time for PSU banks and the markets are rewarding the stocks.
(14:33) Suzuki wants to regain 50% of India auto market share and become the largest electric car company here.
(15:57) Did Bill Gates just do an about turn on climate?
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On Episode 712 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Lead Economist at Emkay Global Financial Services as well as Chokkalingam G, Founder at Equinomics Research Pvt Ltd. For our Build on Blockchain segment we feature Suraj Teja, Founder at Sow & Reap.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Why is the global economy growing?
(04:19) Why banking stocks are doing well and the big bet on PSU banks
(12:50) What explains India’s upward growth projections?
(21:58) Amazon’s job cuts and what they mean
(25:13) Build on Blockchain
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