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The Core Report
The Core Report episodes
- #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 Insurance Regulator Sends The Industry Scurrying And Stockprices Falling. What’s Next?
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32 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?
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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 ease of business to “safety of business.” They also discuss emerging-market investment, US economic growth, the emergence of new industries and AI's impact on jobs and wages.
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21 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
(26:30) The US Is Investing $10.3 Trillion In Ai And Data Centers In The Next 6 Years, The Largest Capex In History
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29 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?
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22 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 To Block Competition
(07:03) Why Global Investors Are Preferring Midcaps And What Is Keeping Them Away From Large Caps
(27:29) Will India Be Affected By The Global Diesel Shortages?
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36 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 Freight Corridor Is Fully Commissioned
(18:36) How India Can Step Up To Receive More Chinese Investments
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34 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
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30 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 drawn into trading for quick profits. He explains why understanding potential losses, assessing the risk-reward ratio and controlling position sizes should come before placing a trade. The conversation also explores options trading, the use of data and analytics, and why access to trading tools needs to be accompanied by investor education.
Institutional investors typically follow an asset allocation strategy and a defined investment process. Sandeep Nayak explains what individuals can learn from that discipline, particularly when market corrections trigger fear or rising prices encourage investors to chase returns. He discusses time in the market versus timing the market, the power of compounding and the difficulty of staying patient when returns disappoint.
The discussion moves beyond stock selection to portfolio diversification across equities, mutual funds, fixed income and gold. Sandeep Nayak outlines why investment choices need to reflect financial goals and time horizons. Govindraj Ethiraj also questions the relationship between brokerage revenues from active trading and the industry’s responsibility towards customers building long-term portfolios.
The conversation explores global investing for Indian investors, including overseas ETFs, US stocks and opportunities in artificial intelligence, semiconductors and data centres. Sandeep Nayak explains why geographic diversification should extend beyond a fashionable theme, and why valuations, ETF premiums to net asset value and tax considerations matter when investing overseas.
At the heart of the conversation is a personal question. When markets turn against you, are your investment decisions guided by a plan or by the fear of losing money? Sandeep Nayak discusses how oversized positions can turn greed into panic, and why separating useful research from social media noise is central to a more disciplined investment approach.
Chapters
00:56 Why Retail Investors Lose Money Trading
03:35 Understanding Risk Before Entering a Trade
05:13 Building a Multi-Asset Investment Portfolio
09:00 How Thematic Investment Baskets Work
10:18 Why Trading Should Be Treated as a Science
12:25 India’s New Generation of Retail Traders
14:52 What Retail Investors Can Learn From Institutions
18:19 SEBI’s Response to Retail Trading Losses
20:53 Building a Balanced Asset-Allocation Strategy
23:05 Trading Revenues Versus Long-Term Wealth Creation
25:49 Investing During Market and Geopolitical Stress
28:06 Why Indian Investors Need Global Diversification
34:04 How to Invest When Markets Remain Flat
36:40 India’s Long-Term Growth and Wealth-Creation Story
38:50 Managing Fear, Greed and Investment Decisions
Watch the full conversation to understand the differences between retail and institutional investing, the role of risk management and asset allocation, and how the pursuit of quick profits can disrupt a long-term investment plan.
Are your investments following a plan or your emotions? Watch Govindraj Ethiraj and Sandeep Nayak on The Core Report explore what retail investors can learn from institutional investors about asset allocation, risk management and portfolio diversification. Discover how fear, greed and options trading can disrupt long-term wealth creation. Subscribe for more stock market conversations.
#RetailInvestors #Investing #StockMarket #StockMarketNews #TheCoreReport #TheCore
41 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 plants to focus on biodiversity restoration. His 400-acre project involves collecting seeds, conserving threatened plants and protecting the soil, fungi and insects that sustain ecosystems. His experience raises a question for businesses investing in nature. What does conservation require beyond planting trees?Mariwala explains how building a home outside Mumbai exposed gaps in water access and led him to develop water management solutions. He discusses sewage treatment, wastewater reuse, rainwater harvesting and groundwater recharge, and why the right technology matters more than the most sophisticated one.The conversation explores nature-based solutions that use plants and bacteria to treat wastewater. It also connects water security with energy consumption, agriculture and public health, examining how filtration, efficient pumps and better maintenance can address everyday challenges.Nath explains why climate change cannot be separated from India’s development agenda. She discusses how philanthropic capital can fund experiments, build evidence and attract public and private investment. The challenge is connecting individual projects with the institutions and expertise needed to expand their impact.The panel examines how Indian business leaders can use CSR funding, land and operational expertise to support biodiversity and climate resilience. They also discuss a just transition, asking who owns renewable energy infrastructure, who benefits from new jobs and whose livelihoods need protection.At the heart of the conversation is a bigger question. Can investing in nature help India build lasting prosperity while protecting the foundations of its growth?Watch the full conversation for insights on climate philanthropy in India, biodiversity restoration, water conservation, CSR funding, nature-based solutions and sustainable development.Chapters00:00 Why Indian Business Leaders Are Investing in Nature01:18 Climate Change and India’s Development02:59 What Climate Philanthropy Is Missing04:38 From Fossil Fuel Power to Biodiversity07:20 Why Planting Trees Is Not Enough08:30 How a Water Problem Became a Business13:10 Sewage Treatment and Water Reuse15:39 Groundwater Recharge and Water Security18:23 How Philanthropy Can Unlock Climate Solutions21:46 Rethinking CSR and Responsibility to Nature23:20 A Ministry of Climate Resilience?24:31 Preparing for Climate Shocks26:45 Understanding Ecological Risk28:35 Building a 400-Acre Biodiversity Project30:57 Collecting Seeds and Restoring Ecosystems32:30 A Living Laboratory for Biodiversity36:26 Choosing the Right Water Technology41:06 Filtration, Rainwater Harvesting and Pumps43:33 How Businesses Can Support Biodiversity46:44 CSR, Watersheds and Mangroves48:29 What Climate Philanthropy Should Fund Next52:49 Who Benefits From the Green Transition?53:46 Consumption and Corporate Responsibility#TheCoreReport #IndianBusiness #Biodiversity #WaterSecurity #ClimateChange #TheCore
56 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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