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The Core Report
The Core Report episodes
- #675 Is India Riding A Global Market Boom Or Trailing It?
On Episode 675 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative as well as Gulam Zia, Executive Director at Knight Frank.
SHOW NOTES
(00:00) Stories of the day
(01:00) Is India riding a global market boom or trailing it?
(06:17) Welcome to a decade of dust as over 910 societies sign up for redeveloping their properties in Mumbai city.
(17:06) India’s non tariff barriers are almost machiavelian in design and implementation as many importers have found.
(28:32) Air India CEO reiterates nothing wrong with Ahmedabad plane or operations referring to preliminary report.
(29:28) Mahindra says it will issue advisory on impact of ethanol blended fuel as controversy continues to rage.
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32 min - #674 Markets Jump Again
On Episode 674 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Pathak, Research Director at Counterpoint Research as well as Pushan Sharma, Director at Crisil Intelligence.
SHOW NOTES
(00:00) The Take
(04:31) Markets jump again as Trump appears to smoke a peace pipe.
(07:04) No GST rate cuts on mobile phones but sales are expected to be strong, picking up on Apple’s latest iPhone 17
(16:50) This year’s monsoons have been excessive and hurt crop production. What should policy makers do next?
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27 min - #673 The Markets Return To Pre 50% Tariff Levels
On Episode 673 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Gupta, Commodity Expert, Suresh Narayanan, former Chairman and Managing Director of Nestle India as well as Apoorva Bajaj, Founder of Edubuk.
SHOW NOTES
(00:00) Stories of the Day
(01:00) The markets return to pre 50% tariff levels as economy appears to absorb shocks.
(03:14) Another $20 billion of IPOs could come this year
(05:52) How Indian consumers are satiating their appetite for gold despite prices rising to record levels.
(10:00) Pressured Indian households will welcome lower prices on items of daily consumption. But household priorities have changed too.
(17:22) How a university in the US confirms whether a certificate from an Indian university is a genuine one.
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22 min - #672 Markets Fail To Hold Onto Gains
On Episode 672 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President, FADA as well as Adam Wolfe, Emerging Markets Economist at Absolute Strategy Research (ASR).
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets fail to hold onto gains, steel, auto stocks shine
(02:52) India is set to outstrip China in oil demand
(03:38) Gold hits a fresh high, quick reminder, bullion is up 38% this year
(05:10) How auto dealers are happy tax rates are down but they want to be compensated for higher priced inventory
(15:40) How Tesla’s US market share has hit an 8 year low
(17:26) Why foreign investors are selling for more than a decade now and the story from 1998 - 2016. A deep dive discussion
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31 min - #671 Markets Are Losing Steam but Other Assets Are Volatile
On Episode 671 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Varma, Technical Lead, India at Algorand, Sheetal Sapale, Vice President–Commercial at Pharmarack as well as Ganesan Ramachandran, Managing Director and Lead - Industry Groups at Accenture.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets are losing steam but other assets are volatile.
(06:31) What the GST rate cut on life saving drugs really means.
(11:10) India’s new digital personal data protection bill can trigger key changes in handling of data and need for security.
(19:38) Agentic AI is a big opportunity. What do employers want from the future workforce?
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32 min - #670 GST 2.0 Reforms India’s Bold Tax Move & the Hidden Fine Print | Govindraj Ethiraj | The Core Report
In this Weekend Edition of The Core Report, Govindraj Ethiraj sits down with S Ramesh, former CBIC Chairman, and Krishan Arora, Head of Indirect Tax at Grant Thornton Bharat, to decode India’s bold new GST reforms.
From slashed rates on food, cars, medicines, and apparel to a tough new 40% slab on luxury goods, GST 2.0 is rewriting the rules of consumption and business. But what does it mean for FMCG, pharma, auto, airlines, and insurance? And how will India tackle the ₹48,000 crore revenue hit, stock transitions, and compliance challenges?
What you’ll learn:
How GST 2.0 reshapes demand across key industries
Why hidden costs like cess & inverted duties still matter
What businesses must know about tribunals & disputes
The unfinished agenda: services, ATF, natural gas & more
A sharp, no-fluff breakdown of India’s biggest tax reform in years — essential listening for business leaders, policymakers, and anyone tracking the economy’s next chapter.
- (00:00) Introduction
- (02:20) TAKEAWAYS FROM NEW GST REFORM
- (08:00) Industry Impact: Passing the Benefits?
- (11:50) Transition Challenges: Stocks & ITC
- (14:26) CBIC approach in the past
- (18:45) Reforms: Appellate Tribunals
- (20:30) Unfinished Agenda: Services & Exemptions
- (28:45) The Road Ahead: Next-Gen GST
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34 min - #669 Stocks Jump On GST Rate Cuts
On Episode 669 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas, Madhavi Arora, Lead Economist at Emkay Global Financial Services as well as Kaushik Sanyal, Managing Director for Data & AI, India at Accenture.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Stocks jump on GST rate cuts, clothing industry gets a shock.
(03:13) The big question, will demand and consumption rise because of lower consumption tax?
(10:42) The unfinished agenda on GST reform
(20:39) More used cases for agentic AI, including in areas you may not guess
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32 min - #668 Global Bond Markets Are Wobbling Again
On Episode 668 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashant Agarwal, Co-Founder and JMD at Wazir Advisors as well as Paul Hickin, Chief Economist and Editor-in-Chief at Petroleum Economist.
SHOW NOTES
(00:00) Stories of the Day
(01:09) Global bond markets are wobbling again, India gains in anticipation of GST rate cuts
(04:13) Why gold prices are set to rise further
(06:28) India’s services sector continued its strong run, hitting a 15-year high in August on new orders and rising output led by international demand
(07:38) Why Indian apparel companies have to go multi global location
(11:50) New oil finds in South America are bringing in fresh supply in the face of fresh shifts in demand and supply
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23 min - #667 Markets Take A Pause As They Digest Tariffs
On Episode 667 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre as well as Cameron Johnson, partner at Tidalwave Solutions and a global supply chain strategist.
SHOW NOTES
(00:00) Stories of the Day
(00:41) Market pause
(04:33) Bonhomie and camaraderie in Tianjin, now what?
(13:05) The new global supply chain dynamics
(27:19) Tesla has received only 600 orders since launch in mid July
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31 min - #666 Markets Start September On A Strong Note
On Episode 666 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Deborah Elms, Head of Trade Policy, Hinrich as well as Rajesh Cheruvu, Managing Director & Chief Investment Officer at LGT Wealth India.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Markets start September on a strong note. Will they hold?
(02:12) September rains last longer and higher than average as well
(03:35) Have the markets absorbed the tariff shocks, where is the bottom?
(11:47) How is Asia navigating the post Trump tariff world?
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28 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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