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The Core Report
The Core Report episodes
- #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) How The Banking System Lifts Marginalised Businesses To Grow, New Insights
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26 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
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28 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 Public, Does It Have A Case?
(16:43) Banks May See Additional Costs For FCNR B Deposits, What Are The Options Ahead?
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33 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?
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28 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
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23 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 of those investments can produce a very different outcome. He discusses why systematic investment plans help contain this behaviour without fully resolving it.The conversation explores why asset allocation should come before fund selection. R Sivakumar examines the balance between equity and debt, the case for global diversification and the distinction between overseas equity exposure and currency diversification. He also discusses private credit, private equity and real estate investment trusts, or REITs, including the additional risks behind potentially higher returns.Govindraj Ethiraj and R Sivakumar examine the Indian stock market outlook, corporate earnings and the changing opportunities across large-cap stocks, manufacturing and exports. Sivakumar explains why he sees scope for an earnings recovery and how private sector capital expenditure and globally competitive Indian companies could shape future investment themes.The Axis Mutual Fund CIO also discusses the pressures facing banking stocks, the influence of global investment flows and the challenge of navigating an expanding range of financial products. He identifies an advice gap between being able to buy an investment and understanding whether it belongs in your portfolio.At the heart of the conversation is a bigger question. If investors have more data and more choices than ever, why do mutual fund returns and investor returns still diverge? Sivakumar connects that gap to investment behaviour and explains why booking profits and building long-term wealth are different goals.Chapters:Watch the full conversation to understand the gap between mutual fund returns and investor returns, the role of portfolio diversification and why chasing the latest winner can distract from a long-term investment plan.Why does your mutual fund earn more than you do? Watch Axis Mutual Fund CIO R Sivakumar and Govindraj Ethiraj on The Core Report explore why investor returns lag mutual fund returns, how chasing past performance hurts, and what SIPs, asset allocation and portfolio diversification mean for long-term wealth building.#MutualFunds #SIP #AssetAllocation #TheCoreReport #TheCore
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 treatments and changing patterns of illness reshape the cost of care.The conversation explores whether health insurance can move beyond what Mayank Bathwal calls “sickness funding”. He discusses preventive health checkups, outpatient care, cashless consultations and wellness incentives designed to encourage healthier behaviour. He also explains why OPD cover, vaccinations and maternity benefits present different pricing challenges and vary across policies.Govindraj Ethiraj asks why health insurance claims still cause frustration. Mayank Bathwal discusses waiting periods, pre-existing conditions, exclusions and the gap between what customers expect and what their policies cover. He acknowledges that efforts to detect fraud can create friction for genuine claimants, making clearer communication and a better claims experience essential.The discussion also examines what younger consumers want from health insurance. Mayank Bathwal explains why regular benefits such as OPD care and wellness rewards can make policies more relevant to people who do not expect to need hospital treatment. He also discusses how younger policyholders can help balance the insurance risk pool and support affordability.Govindraj Ethiraj and Mayank Bathwal explore family health insurance, medical inflation, rising premiums, cashless hospital networks, lifestyle-related claims and the challenge of reaching India’s underinsured population. They also discuss Bima Sugam and why both distribution expenses and healthcare delivery costs matter when making insurance more affordable.At the heart of the conversation is a bigger question. Is ₹10 lakh health insurance enough, or should families look more closely at what their policy covers, how claims are handled and how their needs could change?Chapters:00:00 Health Insurance in India and Rising Medical Costs00:55 Introducing Mayank Bathwal, Aditya Birla Health Insurance CEO01:03 Health Insurance Beyond Hospital Bills03:16 What Is Standalone Health Insurance?05:56 How Health Insurance Benefits Are Changing07:41 Medical Inflation and the Need for Higher Cover09:14 Is ₹10 Lakh Family Health Insurance Enough?11:07 Wellness Rewards and Health Insurance Premium Benefits13:25 OPD Coverage, Cashless Care and Reimbursement15:31 Does Health Insurance Cover Vaccinations and Maternity?17:00 How Lifestyle Diseases Are Changing Insurance Claims19:46 Healthcare Costs and Future Insurance Needs22:37 How Hospital Costs Affect Health Insurance Premiums25:26 Cashless Health Insurance and Hospital Networks26:25 Why Health Insurers Need Young Policyholders28:50 Health Insurance for Young Adults and Wellness Benefits30:41 Premium Discounts During Overseas Travel31:40 Bringing More Young Indians Into Health Insurance32:40 How Age and Claims Affect Insurance Pricing33:57 Why Young Customers Renew or Drop Health Insurance35:01 Affordable Health Insurance and India’s Missing Middle36:35 Can Bima Sugam Help Make Insurance More Affordable?37:43 Insurance Claims, Waiting Periods and Customer Trust38:53 Wellness and Preventive Health in Insurance41:27 Mayank Bathwal’s Fitness, Sleep and Wellness RoutineIs ₹10 lakh health insurance enough for your family? Govindraj Ethiraj and Mayank Bathwal explore medical inflation and insurance claims on The Core Report.#HealthInsurance #FamilyHealthInsurance #TheCoreReport #TheCore
42 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 Bond Yields
(07:08) Why Are Copper Prices Rising So Much And Outlook?
(15:16) Tokenisation Of Assets Has Kicked Off In India, What Does It Mean For Investors?
(24:27) Apple Raised Prices On its Existing iPhone Lineup In India By As Much As 41%, More Than The US
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27 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
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24 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?
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23 min
About The Core Report
From the publisher's feed
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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