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The Core Report
The Core Report episodes
- #865 Ceasefire Breakdown Makes Markets Nervous Again
On Episode 865 of The Core Report, financial journalist Govindraj Ethiraj talks to Dipti Deshpande, Principal Economist at Crisil as well as Sai Giridhar Raj Kumar, Vice President at the Federation of Automobile Dealers Associations (FADA).
SHOW NOTES
(00:00) Stories of the Day
(01:00) Ceasefire break down turns markets nervous again, backchannel negotiations appear to be holding
(04:40) Kiran Mazumdar Shaw of Biocon to transition out with niece with PhD in cancer biology set to take over
(07:16) Why auto sales had another solid April and what is driving it
(18:25) How cash transfers are helping low income households step up consumption
(26:57) Flights in UAE again face restrictions after fresh missile attacks
Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.in
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30 min - #864 Markets Recover but Oil Prices are Jittery Once Again
On Episode 864 of The Core Report, financial journalist Govindraj Ethiraj talks to Ambareesh Baliga, Market Expert as well as an excerpt from our extended interview with Neha Agarwal, MD & Head – Equity Capital Markets at JM Financial Institutional Securities.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets recover but oil prices are jittery once again. Looking back at the last two months.
(02:04) Rupee hits fresh closing low
(09:15) India’s petrol consumption has risen while gas has fallen in April
(10:25) Emirates, Etihad announce they are returning to full capacity and flights
(12:02) Why you may not get to see the World Cup Football in India this year
(14:21) The IPO market in 2026 may outshine 2025, what could drive this?
Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.in
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23 min - #863 Markets Set for a More Stable Start
On Episode 863 of The Core Report, financial journalist Govindraj Ethiraj talks to Captain Sam Thomas, President at ALPA India as well as Garima Kapoor, Economist & Deputy Head of Research at Elara Securities (India).
SHOW NOTES
(00:00) The Take: India's Next Global Champion Should Be Built, Not Debated
(05:38) Markets set for a more stable start as the US and Iran seek off-ramp
(07:50) The party on Wall Street continues as markets hit new highs
(09:00) India’s high GST collections, because of increased customs collections
(16:44) Two more pilots died last week of health issues, what should airlines be doing?
Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.in
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33 min - #862 Why Smart Money Is Betting Big On India IPOs Again In 2026
Why Smart Money Is Betting Big On India IPOs Again In 2026 is a deep dive into India’s IPO market, domestic capital, smart money flows, and the next big themes shaping Indian equities.In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with MD & Head – Equity Capital Markets at JM Financial Institutional Securities, on why India’s IPO pipeline could stay strong in 2026, even after a record year for IPOs and QIPs.They discuss why domestic mutual funds, HNIs, family offices, private equity investors, and foreign portfolio investors are watching India closely. The conversation also explores IPO pricing, valuation discipline, NSE and Jio listing expectations, data centre IPOs, REITs, INVITs, renewable energy, financial services, precision manufacturing, defence, and the growing role of Indian domestic capital.Will 2026 be even bigger than 2025 for India IPOs? Are investors becoming more selective? And why is smart money returning to India’s primary market?
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30 min - #861 Navigating Market Risk 2026: Why Fund Managers Are Bullish | Govindraj Ethiraj | The Core Report
Navigating Market Risk is a special series from The Core Report Weekend Edition with Govindraj Ethiraj, focused on investment strategy, market volatility and the big risks shaping 2026. In this episode, fund managers Navigating Market Risk is a special series from The Core Report Weekend Edition with Govindraj Ethiraj, focused on investment strategy, market volatility and the big risks shaping 2026. In this episode, fund managers Pratik Agarwal, MD & CEO, Motilal Oswal Asset Management Company and Ashish Somaiyaa, CEO, WhiteOak Capital Asset Management, explain why they remain bullish on Indian markets despite oil shocks, FII selling, rupee pressure, gold volatility, AI disruption and global uncertainty.Markets are changing fast. Oil prices, OPEC shifts, US market highs, gold and silver moves, India’s macro challenges and emerging market flows are all colliding at once. For investors, the key question is simple. Is this a time to fear market risk or prepare for the next big opportunity?This conversation explores how professional fund managers are thinking about Indian stock markets, investment strategy, asset allocation, market volatility, oil prices, rupee outlook, FII flows, gold, silver, AI investing, banks, IT stocks, EVs, renewables, energy transition and long term wealth creation.Are Indian markets pricing in too much fear? Is the US market too optimistic? Will oil prices hurt India’s economy? Can active fund managers generate alpha in 2026? And where should smart money look when uncertainty is rising?This episode is essential for investors, business leaders, finance professionals, consultants, entrepreneurs and India-based professionals tracking markets, economy, business news, financial services, consulting, technology, manufacturing and global trends.Watch the full conversation to understand why market risk in 2026 may also be creating one of the most important investment opportunities for India.Subscribe to The Core Report for sharp conversations on business, markets, economy, technology, manufacturing, policy and global trends.#MarketRisk #IndianStockMarket #InvestmentStrategy #IndiaEconomy #FinancePodcast #TheCoreReport #TheCoreJoin The Core Insider to get access to perks:https://www.youtube.com/channel/UCzXJw6XkwZulY4nigdtvs4Q/joinListeners! We await your feedback: https://tinyurl.com/TCR-Listener-SurveyThe Core & The Core Report is ad supported & FREE for all readers & listeners. Write in to [email protected] for sponsorships & brand studio requirements.For more of our coverage check out thecore.in (https://www.thecore.in/)Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)Follow Us on Social Media for More Updates:Twitter (https://twitter.com/the_core_in)Instagram (https://www.instagram.com/the.core.in/)Facebook (https://www.facebook.com/thecore.biz/)Linkedin (https://www.linkedin.com/company/thecore-in)Youtube (https://www.youtube.com/@thecore_in)
44 min - #860 Impact of Increased Ethanol Blending in Petrol
On Episode 860 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director, India & ASEAN Automotive Market, S&P Global Mobility as well as Jatin Kalra, Partner–CFO Advisory at Grant Thornton Bharat.
SHOW NOTES
(00:00) Stories of the Day
(01:00) A small cap revival is lifting market moods
(04:58) Can gold touch $8,000?
(06:01) People are investing more in gold than buying in jewellery for the first time
(07:41) The new provisioning regime for Indian banks could cause big shifts in balance sheets
(17:01) Ethanol blending levels in petrol will increase now, are vehicles ready for it?
Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.in
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28 min - #859 Decoding Outlook for Oil and Gas Production in India
On Episode 859 of The Core Report, financial journalist Govindraj Ethiraj talks to Atanu Mukherjee, CEO at Dastur Energy as well as Thomas V Abraham, Research Analyst at Mirae Asset Sharekhan.
SHOW NOTES
(00:00) Stories of the Day
(01:19) Markets slide as oil prices rise again
(04:12) Nestle bucks sluggishness in FMCG, stock hits fresh high
(04:44) Indigo, Air India have told the Government they are under extreme stress and on the verge of "stopping operations" because of high prices
(06:43) UAE has quit OPEC
(07:38) Decoding the medium to long term outlook for oil and gas production in India
(23:39) Sun Pharma’s $12 billion acquisition of Organon will double its size, a deep dive
(30:42) New data centres take off in India but concern about them on OpenAI brass
Check out our Live Earnings tracker: https://earnings.thecore.in/
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35 min - #858 How Electricity Markets are Responding to Record Demand
On Episode 858 of The Core Report, financial journalist Govindraj Ethiraj talks to Victor Vanya, Director and Co-Founder at EMA Solutions as well as Ajay Srivastava Founder of the Global Trade Research Initiative (GTRI).
SHOW NOTES
(00:00) Stories of the Day
(01:19) Markets take solace from potential back-channel developments in Iran-US negotiations
(04:02) Why India’s agriculture sector may not be much affected by a deficient monsoon
(05:04) How electricity markets are responding to record demand
(14:51) With more FTAs under the belt, this time NZ, what does it mean for India’s trade environment?
(24:47) Why Adidas shares are rising
(26:21) And how the world’s largest aviation industry is running out of mechanics to service its aircraft
Check out our Live Earnings tracker: https://earnings.thecore.in/
The Core presents “Navigating Market Risk in 2026” (Wed, 29 April, 8:30am) at The Quorum, Lower Parel
Register at this link: https://luma.com/0etd8b63
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29 min - #857 More Downgrades are Hitting Indian Markets
On Episode 857 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K. Bhattacharya, Editorial Director of the Business Standard as well as Anand Kulkarni, Director at Crisil Ratings.
SHOW NOTES
(00:00) The Take
(04:31) More downgrades are hitting Indian markets as the economy faces second order impact
(07:50) It is time the Government starts addressing the macro economic challenges with specific and visible prescriptions
(19:28) Why India needs electric cars that cost under Rs 10 lakh
(20:53) Aditya Birla Group recently said at 200 million tonnes, it is the larget cement company in the world outside of China, what does that mean?
Check out our Live Earnings tracker: https://earnings.thecore.in/
The Core presents “Navigating Market Risk in 2026” on Wed, 29 April, 8:30am at The Quorum, Lower Parel
Register at this link: https://luma.com/0etd8b63For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
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32 min - #856 ATM Business Secrets! How India Moves 40 Lakh Crore Cash? | Govindraj Ethiraj | The Core Report
ATM Business Secrets! How India Moves 40 Lakh Crore Cash? Govindraj Ethiraj speaks with Rajiv Kaul, CEO of CMS Info Systems, to break down India’s cash economy, ATM business, and why cash is still growing despite UPI, fintech, and digital payments.
India has over 40 lakh crore currency in circulation. ATMs still process thousands of crores every day. Retail stores, banks, petrol pumps, hospitals, and even quick commerce depend on cash movement. So what is really happening behind the scenes? Why is cash not dying? And who is running this massive financial infrastructure?
In this episode of The Core Report Weekend Edition, you get a rare inside view of how India’s ATM network works, how cash is forecasted, transported, secured, and replenished across 70,000 ATMs, and why companies like CMS Info Systems are quietly powering the backbone of the Indian economy.
If you are interested in business, finance, banking, consulting, fintech, stock market trends, or the real economy of India, this episode gives you insights you won’t find in headlines.
This is not just about ATMs. It is about how money actually flows through India.
Watch till the end to understand where the ATM industry, cash economy, and financial services sector are headed over the next decade.
Subscribe to The Core Report for deep conversations on India’s economy, business, markets, policy, and global trends.
Join The Core Insider to get access to perks: / @thecore_in Listeners! We await your feedback: https://tinyurl.com/TCR-Listener-SurveyThe Core & The Core Report is ad supported & FREE for all readers & listeners. Write in to [email protected] for sponsorships & brand studio requirements.For more of our coverage check out thecore.in (https://www.thecore.in/)Support the Core Report (https://tinyurl.com/Support-the-Core-...)Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp...) Subscribe to our Newsletter (https://www.thecore.in/newsletters/th...)
#IndiaEconomy #FintechIndia #UPI #ATM #BusinessPodcast #TheCoreReport #TheCore
35 min
About 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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