The Core Report

The Core Report

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  • #450 The Stock Markets Continue To Rise

    On Episode 450 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijai Mantri, Co-Founder and Chief Investment Strategist at JRL Money as well as Garima Kapoor, Economist at Executive Vice President and Elara Securities.


    SHOW NOTES

    • (00:00) Stories of the Day
    • (01:00) The stock markets continue to rise, albeit steadily
    • (02:38) Which way will liquidity flow in coming days, between Indian and global and what will influence markets?
    • (14:40) India’s GDP Q2 came in at 5.4%, the ball is now in the RBI’s court but will the central bank do anything and what should it?
    • (24:36) Temperatures this winter season could be higher and affect crops

    • ⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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      29 min
    • #449 The Markets Rise For Third Session

      On Episode 449 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Jain, Chief Operating Officer at Wipro as well as Ajay Sharma, Managing Director (Valuations) at Colliers International.


      SHOW NOTES

      • (00:00) Stories of the Day
      • (01:09) The markets rise for third session, stabilising upwards now
      • (02:45) The rupee falls again as RBI seemingly lets go
      • (05:06) How Wipro is training its top brass in AI and using it for more organisational efficiencies
      • (13:32) Air cargo volumes are up last month, stay high as trade signals but Trump trade tariffs could hurt
      • (15:09) AT&T stock is being fancied, for its boring fibre business
      • (19:17) Is the premium end of the real estate market bottoming out?

      • ⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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        27 min
      • #448 Markets Hold Ground, Gain in First Trading Session

        On Episode 448 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, vice president at the Korean Shinhan Bank


        SHOW NOTES

        • (00:00) The Take: India’s Spiralling Real Estate Market
        • (04:21) Markets hold ground, gain in the first trading session
        • (05:18) The rupee hits another record low, what is the outlook?
        • (14:46) Oil rises on perception of slow Chinese recovery
        • (16:25) Another steel company gets into car making

        • ⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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          20 min
        • #447 Will Markets Pick Up on US Cues?

          On Episode 447 of The Core Report, financial journalist Govindraj Ethiraj talks to DK Joshi, Chief Economist at CRISIL Ltd.


          SHOW NOTES

          • (00:00) The Take: The De-dollarization Debate Heats Up
          • (05:09) Will markets pick up on US cues?
          • (07:19) Oil prices slide further on demand woes
          • (08:32) What is the arc of India’s GDP Growth?
          • (19:38) Bank credit to NBFCs slows
          • (20:39) US recommends severe duties on solar panel imports from SE Asia

          • How India's Economy Works with Puja Mehra

            Rhetoric vs Reality: Trump’s Disruptive Agenda with Neelkanth Mishra⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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            ⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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            23 min
          • #446 Why Women in Tech Matter: In Conversation with Sirisha Voruganti

            Video footage courtesy of Grace Hopper Celebration India in partnership with https://anitab.org/ India

            In this edition of The Core Report: Weekend Edition, Govindraj Ethiraj speaks to Sirisha Voruganti, CEO & MD of Lloyds Technology Centre India. A powerhouse engineer who has re-defined tech leadership across defence startups, Sirisha also led technology teams at MasterCard and JP Morgan Chase.

            She also happens to design critical missile systems. Sirisha's journey is a masterclass in breaking barriers and challenging the status quo.


            Listen in as they dive deep into:

            - Her groundbreaking work in India's missile defence programs

            - The critical importance of women in tech design teams- Why diversity isn't just a buzzword – it's a technological necessity

            - Her powerful "Five C's" of professional growth: Competency, Courage, Communication, Compass, and Confidence


            Ever wondered why iPhone designs might feel incomplete? Sirisha shares her perspective on how the lack of women in design teams impacts product development. Spoiler: Those handbag storage challenges? Fixable with diverse perspectives!

            Key Insights:

            - The transformative power of technology across industries

            - Navigating male-dominated spaces with resilience

            - Building teams that truly represent our diverse world

            - Personal stories of overcoming professional challenges


            Inspired by legendary scientist Dr APJ Abdul Kalam, Sirisha embodies leadership that's humble, team-focused, and relentlessly innovative. Whether you're an aspiring engineer, a tech enthusiast, or someone passionate about breaking glass ceilings, this episode is your blueprint for professional excellence.

            Bonus: She's also a badminton champion! 🏸


            ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


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            32 min
          • #445 The Markets Demonstrate Their Weakness

            On Episode 445 of The Core Report, financial journalist Govindraj Ethiraj talks to Bjarne Schieldrop, Chief Analyst of Commodities at SEB Research as well as Tamal Bandyopadhyay, Consulting Editor at Business Standard.


            SHOW NOTES

            • (00:00) Stories Of The Day
            • (01:09) The markets demonstrate their weakness, diving on external cues
            • (05:02) India’s trade minister says to wait till the Trump administration comes in before jumping the gun
            • (07:51) Where are oil prices going now as war tensions rise again?
            • (14:47) Another central bank led gold rush has started off
            • (15:32) Are unsecured loans flowing into the stock market?

            • How India's Economy Works with Puja Mehra

              Rhetoric vs Reality: Trump’s Disruptive Agenda with Neelkanth Mishra⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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              27 min
            • #444 Markets Steady Again

              On Episode 444 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Head Investment Strategist at Geojit Financial Services.


              SHOW NOTES

              • (00:00) The Take: The Rich Getting Richer Is Not Helping
              • (05:38) Markets steady again
              • (06:31) Where are markets headed as the year ends?
              • (12:05) Cyber Scams cross Rs 11,000 crore this year
              • (13:29) Honda to launch electric two wheelers and the emergence of a multi fuel market

              • How India's Economy Works with Puja Mehra

                Rhetoric vs Reality: Trump’s Disruptive Agenda with Neelkanth Mishra⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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                19 min
              • #443 The Markets Lose Steam And Wait For Fresh Cues

                On Episode 443 of The Core Report, financial journalist Govindraj Ethiraj talks to chartered accountant Anand Bathiya, President of the Bombay Chartered Accountants' Society (BCAS). We also feature an excerpt from an interview with Axis Bank Chief Economist Neelkanth Mishra from the recent episode of our show “How India’s Economy Works” hosted by Puja Mehra.


                SHOW NOTES

                • (00:00) The Take
                • (06:07) The markets lose steam and wait for fresh cues
                • (08:01) Wall Street hits fresh high on Monday
                • (08:38) Oil prices cool off on reports of potential Israel-Hezbollah ceasefire
                • (11:50) What does India’s new PAN card promise?
                • (18:57) Is China geared internally for its upcoming tariff wars with the United States?

                • How India's Economy Works with Puja Mehra

                  Rhetoric vs Reality: Trump’s Disruptive Agenda with Neelkanth Mishra⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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                  27 min
                • #442 The Markets Coast On Election Results

                  On Episode 442 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, Senior Vice President at Elara Securities as well as Ayaz Memon, veteran sports writer and commentator.


                  SHOW NOTES

                  • (00:00) The Take: Where Is Consumption Going?
                  • (04:21) The markets coast on election results, it could be tougher here on.
                  • (07:20) The rupee’s best one day gain since June
                  • (09:34) Fast fashion is doing well as groceries pull back from malls. Takeaways from how Indian consumers are consuming, including in the recent festival season.
                  • (19:06) IPL 2025 auctions have kicked off with fresh records. What does this mean for the season?

                  • ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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                    28 min
                  • #441 Indian Markets Rise Away On Political And Global Cues

                    On Episode 441 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran economic writer and author Shankkar Aiyar as well as Sugandha Sachdeva, Founder of SS Wealthstreet.


                    SHOW NOTES

                    • (00:00) Stories Of The Day
                    • (01:00) Indian markets rise away on political and global cues
                    • (03:43) Oil prices are inching up once again?
                    • (04:45) What does the Maharashtra victory for BJP mean for the state’s economy?
                    • (13:15) Which way could gold prices go?
                    • (21:46) What's at stake for Tesla in China?

                    • ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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                      26 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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