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The Core Report
The Core Report episodes
- #684 Markets Will Brace For IT Stock Hit
On Episode 684 of The Core Report, financial journalist Govindraj Ethiraj talks to S. Ramesh, former chairman of the Central Board of Indirect Taxes and Customs, Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP as well as Nikhil Varma, Technical Lead, India at Algorand.
SHOW NOTES
(00:00) The Take
(04:12) Markets will brace for IT stock hit
(07:56) The prime minister welcomes a new GST regime, have concerns of business been addressed
(19:42) Is the organic food that you are buying really organic?
(28:21) How much do IT companies really depend on H1B visas?
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37 min - #683 How Long Can The AI Stock Rally Really Last | Investors Beware | Govindraj Ethiraj | The Core Report
#watchnow | Is the AI stock rally unstoppable or already running on borrowed time? Since the launch of ChatGPT, markets have added trillions in value, fueled by tech giants like NVIDIA, Amazon, Tesla, Meta, and Oracle. But can this AI boom really last, or is it the next bubble investors should beware of?In this episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Aoifinn Devitt, Senior Investment Advisor at Moneta, about the truth behind AI hype, market cycles, and what investors should and should not believe. From the rise of AI infrastructure and data centers to the psychology driving Wall Street’s excitement, we explore where the AI revolution is heading and what it means for global markets.✅ Will AI stocks continue to climb or face a correction✅ How Oracle and other overlooked companies became surprise winners✅ Why investors are rushing into “picks and shovels” like data centers and power✅ The risks of overvalued AI stocks and the psychology behind the frenzy✅ How AI is reshaping jobs, portfolios, and the global economyWhether you follow business news, tech trends, or market strategy, this conversation breaks down the hype and the hard truths of AI investing.👉 Watch now to discover what the AI boom really means for your money, your career, and the future of markets.#AI #Stocks #Investing #Markets #BusinessNews #TheCoreReport #TheCore
Check out Aoifinn Devitt's Markets Happy Hour Podcast: https://www.youtube.com/@AoifinnDevittMoneta
31 min - #682 The 4 Step Solution To Meet India's Energy Demands | Govindraj Ethiraj | The Core Report
#watchnow | India wants reliable power without price shocks. In this conversation on The Core Report Weekend Edition, Govindraj Ethiraj talks with Atanu Mukherjee of Dastur Energy about a practical four step path to real energy security. Clear choices. Real trade offs. Actionable ideas for policy makers, industry leaders, and investors.What you will learn• How ethanol blending helps and where it hits limits• Why coal to chemicals and coal gasification can cut costly imports• How India’s heavy refinery advantage unlocks discounted crude and better GRMs• Smarter electrification with renewables, storage, and flexible gas based power• Grid design that avoids blackout risk and runaway tariffs• What rising AI and data centers mean for India’s power futureWhy this matters now• India imports most of its crude and LNG• Petrochemicals and fertilizers link directly to energy strategy• The right mix lowers CO2 while protecting growth and jobsWatch till the end for clear takeaways you can use in boardrooms and budgets. Like and share if you want more deep dives that cut through hype and focus on solutions. Comment with your biggest question on India’s power mix and we will cover it in a follow up.#EnergySecurity #RenewableEnergy #IndiaPower #CoalGasification #Petrochemicals #TheCoreReport #TheCore
1 hr - #681 The Markets Rise On Tariff Developments
On Episode 681 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Prothi, Director General at Coalition for Disaster Resilient Infrastructure as well as Ambareesh Baliga, Veteran Market Expert.
SHOW NOTES
(00:00) Stories of the Day
(00:50) The markets rise on tariff developments and rate cuts
(04:26) How far can domestic flows support markets?
(12:36) How Mumbai is India’s millionaire capital
(14:24) Building more disaster resilience is critical if we are to learn from the extreme weather events we saw in recent months in India
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33 min - #680 Markets Rise Again On Tariff Talks
On Episode 680 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, Executive Vice President (Media, Retail, Consumer Discretionary & Internet) at Elara Capital.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets rise again on tariff talks
(02:22) How it’s been a year and the markets have not gone anywhere
(05:02) Where are GST savings in households really likely to go?
(14:45) Rolls Royce expands in India, sets up largest GCC in India
(15:36) Chip wars break out again, with China at the centre
(16:53) Where US customers can learn from India
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22 min - #679 Markets Are Buoyant As Indices Hit Two Month Highs
On Episode 679 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded as well as Ashwin Mehta, Head of Research at Ambit Institutional Equities.
SHOW NOTES
(00:00) The Take
(03:53) Markets are buoyant as indices hit two month highs, should we thank trade optimism.
(08:46) Analysing the once hot IT sector, what lies within and what lies ahead?
(24:08) Indonesia is seeing street protests, the finance minister has resigned, what’s going on and what can we take away?
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35 min - #678 'Run it hot', The Wall Street Theme Playing Out Here Too
On Episode 678 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia is the Founder and Director of Kedia Capital Services as well as Rajiv Mitra, Food and Dairy industry expert. We also feature excerpts from a recent panel discussion on AI and Agentic AI with several business leaders at Season 9 of the Accenture B School Challenge.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Run it hot, the Wall Street theme playing out here too.
(05:36) Gold prices hit fresh highs. How much further?
(11:07) What happens if India opens its market to American premium cheese?
(18:44) How enterprises from shoes to beer and tyres are using AI at work.
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36 min - #677 The Tariff Overhang Continues
On Episode 677 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Varma, Technical Lead, India at Algorand.
SHOW NOTES
(00:00) The Take
(04:12) The tariff overhang continues but markets have forgotten them
(09:05) How real world enterprises are building on blockchain
(18:21) The rains are leaving early
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20 min - #676 From Zero To 400,000 Tonnes The Epic Comeback Of Maggi Noodles | Govindraj Ethiraj | The Core Report
From zero to a powerhouse again, this is the inside story of Maggi noodles in India. Former Nestlé India chief Suresh Narayanan shares how a beloved brand fell, rebuilt trust, and scaled to about 400,000 tonnes a year.
We explore GST rate cuts, inflation pressure on middle India, premiumization, digital first marketing, e commerce distribution, and what it takes to spark consumer love in a crowded market.
If you care about brand turnarounds, manufacturing scale, and the future of FMCG in India, this conversation delivers playbook level insights with real numbers and hard lessons.
What you will learn
• How Maggi rebuilt trust and demand after a national crisis
• Why GST cuts can unlock consumption and improve FMCG margins
• How premiumization and Gen Z tastes reshape noodles and coffee
• Nescafe growth, out of home to in home flywheel, where Nespresso fits
• Data versus gut in pricing, media spend, and channel strategy
• How legacy brands counter 400 local challengers with speed and relevance
• First principles for brand managers in an AI and marketplace world
Timestamps:
(00:00) – Introduction1.35 – What do GST rate cuts mean for daily consumption?
(03:00) – How has inflation shifted spending from discretionary to essentials?
(04:55) – Which has hit harder—input price rise or household budget pressures?
(06:55) – How are today’s spending pressures different from earlier cycles?
(09:05) – How has the Indian consumer evolved over the last 35 years?
(14:00) – What has changed in Nestlé’s brands and their connection with consumers?
(16:15) – Do enduring brands suggest unchanging consumer desires?
(18:40) – How has out-of-home coffee culture impacted Nescafé?
(23:04) – How does Maggi respond to rising regional competition?
(28:31) – How do you advertise to Gen Z and Gen Alpha consumers?
(36:55) – What guiding principles should young brand managers follow today?
(39:10) – Closing remarksWatch for practical takeaways you can use this quarter. Like and subscribe if you want deeper dives on India business, tech, and manufacturing stories.
42 min - #676 From Zero To 400,000 Tonnes The Epic Comeback Of Maggi Noodles | Govindraj Ethiraj | The Core Report
From zero to a powerhouse again, this is the inside story of Maggi noodles in India. Former Nestlé India chief Suresh Narayanan shares how a beloved brand fell, rebuilt trust, and scaled to about 400,000 tonnes a year.
We explore GST rate cuts, inflation pressure on middle India, premiumization, digital first marketing, e commerce distribution, and what it takes to spark consumer love in a crowded market.
If you care about brand turnarounds, manufacturing scale, and the future of FMCG in India, this conversation delivers playbook level insights with real numbers and hard lessons.
What you will learn
• How Maggi rebuilt trust and demand after a national crisis
• Why GST cuts can unlock consumption and improve FMCG margins
• How premiumization and Gen Z tastes reshape noodles and coffee
• Nescafe growth, out of home to in home flywheel, where Nespresso fits
• Data versus gut in pricing, media spend, and channel strategy
• How legacy brands counter 400 local challengers with speed and relevance
• First principles for brand managers in an AI and marketplace world
Timestamps:
(00:00) – Introduction1.35 – What do GST rate cuts mean for daily consumption?
(03:00) – How has inflation shifted spending from discretionary to essentials?
(04:55) – Which has hit harder—input price rise or household budget pressures?
(06:55) – How are today’s spending pressures different from earlier cycles?
(09:05) – How has the Indian consumer evolved over the last 35 years?
(14:00) – What has changed in Nestlé’s brands and their connection with consumers?
(16:15) – Do enduring brands suggest unchanging consumer desires?
(18:40) – How has out-of-home coffee culture impacted Nescafé?
(23:04) – How does Maggi respond to rising regional competition?
(28:31) – How do you advertise to Gen Z and Gen Alpha consumers?
(36:55) – What guiding principles should young brand managers follow today?
(39:10) – Closing remarksWatch for practical takeaways you can use this quarter. Like and subscribe if you want deeper dives on India business, tech, and manufacturing stories.
42 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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