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The Core Report
The Core Report episodes
- #665 "Re-Globalisation Without America”: Richard Baldwin
On Episode 665 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Richard Baldwin, Editor in Chief, VOXEU.
SHOW NOTES
(00:31) A Quick Wrap
(09:44) Why Trump’s Tariffs Are Unlike Anything Since World War II
(13:48) The Myth of Bringing Back Manufacturing Jobs
(15:26) Ripple Effects: Cascading Protectionism and Domino Liberalisation
(19:46) From Obama to Trump: How America Turned Against Globalisation
(27:44) Strategic Tariffs, Supply Chains, and the Weaponisation of Trade
(29:40) Why Businesses Must Build Resilience Beyond the U.S. Market
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34 min - #664 The Markets Can Get It Wrong
On Episode 664 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert.
SHOW NOTES
(00:00) Stories of the Day
(00:41) The markets can get it wrong as they did with Trump tariffs.
(02:19) Why investors should temper their expectations.
(03:20) How much did India really gain from Russian oil imports?
(06:18) The markets are digesting tariff tensions.
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22 min - #663 Is India the Only Major Market Now Running on Fundamentals?
On Episode 663 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhakar Kudva, Director and Principal Officer - Portfolio Management Services at Samvitti Capital.
SHOW NOTES
(00:00) Stories of the Day
(00:50) India braces for tariff bomb. RBI Governor assures support.
(07:00) India’s oil imports fall year on year and month on month.
(09:16) India’s hotting surfing destination also hosts a rising fund manager who is pulling in money from the rest of the country.
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20 min - #662 Markets Hold Up Last Week
On Episode 662 of The Core Report, financial journalist Govindraj Ethiraj talks to Rama Bijapurkar, Author of ‘Lilliput Land: How Small is Driving India’s Mega Consumption Story.’
SHOW NOTES
(00:00) The Take
(05:57) Markets hold up last week..stability ahead.
(11:52) India’s aspirational middle class is exhausted.
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30 min - #661 "My MBA Thesis Became Suzlon Energy" The Untold Story of Girish Tanti | Govindraj Ethiraj | The Core Report
This weekend on The Core Report: Govindraj Ethiraj sits down with Girish Tanti, Co-Founder & Vice Chairman of Suzlon Group, to trace the unlikely origins of one of India’s most iconic renewable energy companies.
What began as Girish’s unfinished MBA thesis — the bold idea of setting up a wind energy company in India — became Suzlon Energy, a venture that transformed a family textile business into a global green energy pioneer.
In this exclusive conversation, Girish opens up about:
Early struggles to make wind power viable in India
Competing with global giants in the US & Europe
Surviving crises, including the loss of founder Tulsi Tanti
Rebuilding into a debt-free, sustainability-driven leader
A must-listen for anyone tracking innovation, resilience, and India’s green future.
(00:00) Introduction
(01:35) The Origins of Suzlon
(06:35) Building Wind Power in India
(07:35) Innovation and Technology at the Core
(11:45) Wind Energy and India’s Climate Goals
(19:00) Global Footprint, Indian Roots
(27:45) Digitization In Wind Energy
(38:00) India’s Wind Potential
(43:30) Lessons from the past
(54:30) The Future of Energy — Wind & Beyond
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1 hr 1 min - #660 The Markets Rise For The 6th Straight Day
On Episode 660 of The Core Report, financial journalist Govindraj Ethiraj talks to K Ramakrishnan, Managing Director - South Asia at Worldpanel by Numerator as well as Ashok Malik, Partner at The Asia Group, and former Policy Advisor, MEA.
SHOW NOTES
(00:00) Stories of the Day
(01:19) The markets rise for the 6th straight day
(03:30) India is largest underweight market in emerging market investor holdings: Nomura
(06:58) How India’s rural consumer is buying differently and aspirationally. Exclusive insights from Kantar Worldpanel study.
(07:50) Parle is India’s most chosen in-home FMCG brand, Surf Excel enters top 5.
(20:38) India-US relations have endured long term damage even at this point, will it ever recover
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36 min - #659 Markets Rise for the 5th Day on Easing Tariff Fears
On Episode 659 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at Crisil Ratings as well as Ananay Jain, Partner at Grant Thornton Bharat.
SHOW NOTES
(00:00) The Take
(04:31) Markets rise for the 5th day on easing tariff fears.
(07:29) Government initiates laws to ban real money gaming
(16:07) Why are telecom companies raising prices?
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27 min - #658 The Markets Ride On Macro Bliss
On Episode 658 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre as well as Chandrima Chatterjee, Secretary General at the Confederation of Indian Textile Industry (CITI).
SHOW NOTES
(00:00) Stories of the Day
(01:27) The markets ride on macro bliss and expectations of a solution to Russian oil.
(04:12) India-China relations appear to be on a mend.
(10:50) India has cut a 11% import duty on cotton. Will it really help?
(19:53) Solar energy has a problem of plenty.
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24 min - #657 How A Combo Tax Package Is Keeping The Markets Happy
On Episode 657 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO, India, SEA, MEA at CBRE as well as Paul Hickin, Chief Economist and Editor-in-Chief Petroleum Economist.
SHOW NOTES
(00:00) Stories of the Day
(00:50) How a combo tax package is keeping the markets happy
(04:13) Corporate earnings on Wall Street continue to surprise
(05:58) US trade advisor Peter Navarro wants India to stop acting as a clearing house for Russian oil
(14:35) Commercial real estate is on a roll
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26 min - #656 Markets Set To Benefit From Positive Cues
On Episode 656 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Jain, Deputy Managing Partner at Economic Laws Practice (ELP) as well as Prashanth Agarwal, Partner at PwC.
SHOW NOTES
(00:00) The Take
(06:17) Markets set to benefit from positive cues including GST-led consumption boost.
(10:19) GST will be a Rs 40,000 crore + hit to the exchequer.
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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
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