Sign up to save your podcasts
Or
Share The Core Report
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Core Report
The Core Report episodes
- #722 Why Indian Markets Are Recovering Now
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
Register for the 3rd Edition of the Algorand India Summit
https://algorand.co/india-summit-2025
For more of our coverage check out thecore.inSubscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
21 min - #721 Markets Grapple With High Intensity IPO Demand
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?
Register for the 3rd Edition of the Algorand India Summit
https://algorand.co/india-summit-2025
For more of our coverage check out thecore.inSubscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
29 min - #720 Markets Seek Direction
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
Register for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
30 min - Inside India’s Gig Economy Jobs Growth and Labour Law Shake-Up
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.
Subscribe to our Newsletter
Follow us on:
Twitter | Instagram | Linkedin | Youtube
47 min - #719 Valuation Concerns Are Hanging Over Global Markets
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
Register for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
21 min - #718 A Market Peak Is Close But Not Imminent Right Now
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
Register for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
30 min - #717 Will Indian Markets See A Strong November?
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.
Register for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
28 min - #716 October was a Good Month for The Markets
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
Register for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025
For more of our coverage check out thecore.in
Subscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
30 min - #715 Inside The Tata Trust Power Struggle Shaking Corporate India | Govindraj Ethiraj | The Core Report
#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
34 min - #714 Trump-Jinping Meet After Six Years Won’t Really Help Markets
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
For more of our coverage check out thecore.inSubscribe to our Newsletter
Follow us on:
Twitter |Instagram |Facebook |Linkedin |Youtube
27 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
More shows like The Core Report
Economist Podcasts
4,113 Listeners
WSJ What’s News
4,343 Listeners
World Business Report
283 Listeners
Odd Lots
1,975 Listeners
HBR IdeaCast
146 Listeners
Wall Street Breakfast
1,037 Listeners
Thoughts on the Market
1,297 Listeners
Think Fast Talk Smart: Communication Techniques
819 Listeners
Finshots Daily
39 Listeners
Top of the Morning
2 Listeners
The Morning Brief
14 Listeners
Unhedged
191 Listeners
ANI Podcast with Smita Prakash
93 Listeners
The Economics Show
140 Listeners
The Daily Brief
11 Listeners