The Core Report

00:48:42

#995 India’s Growth Story and the Cost of Regulatory...

The Core Report ·

2026/10/02

India has built one of the world’s largest pharmaceutical industries. But scale alone is no longer enough.In this episode of The Core Report: Weekend Edition, Govindraj Ethiraj speaks with Manish Sabharwal, Chairman and Co-founder of TeamLease Services, about what India’s pharma success can teach the rest of the economy and why the country still struggles to turn entrepreneurial ambition into globally competitive companies.Drawing from Made in India, the book on Lupin founder D.B. Gupta, Sabharwal

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00:34:53

#994 Oil Flows Through The Strait Of Hormuz Are Only...

The Core Report ·

2026/09/30

On Episode 994 of The Core Report, financial journalist Govindraj Ethiraj talks to K. Ravichandran is the Executive Vice President and Chief Rating Officer at ICRA Limited as well as Vaiibhavv Chugh, CEO at Abakkus Mutual Fund.SHOW NOTES(00:00) Stories of the Day(01:22) Oil Flows Through The Strait Of Hormuz Are Only 11% Shy Of The Pre-War Peak(05:12) The Sensex Has Fallen 20% This Year In Dollar Terms, Steepest In 15 Years(06:36) India Sees Lowest Rainfall In Decade(06:58) How 74% Of Indian

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00:26:03

#993 Why Indian Markets Have Gone Back 25 Years

The Core Report ·

2026/09/29

On Episode 993 of The Core Report, financial journalist Govindraj Ethiraj talks to Peter McGuire, CEO of Trading.com Australia and Chief Market Strategist for the Asia-Pacific region at XM as well as Shriram Subramanian, founder and managing director at InGovern Research Services.SHOW NOTES(00:00) Stories of the Day(01:15) Why Indian Markets Have Gone Back 25 Years(03:26) What The Combination Of High Oil Prices And Rising Bond Yields Means For Capital Flows(12:11) Essar Group Is Back With $18

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00:31:14

#992 Why Oil Price Uncertainty Will Continue To...

The Core Report ·

2026/09/28

On Episode 992 of The Core Report, financial journalist Govindraj Ethiraj talks to Jaya Dhindaw, Executive Program Director, Sustainable Cities and Director at WRI India Ross Center as well as Kanan Bahl, Founder at Fingrowth Media.SHOW NOTES(00:00) Stories of the Day(01:16) Why Oil Price Uncertainty Will Continue To Batter Markets(03:20) The List Of Prominent Companies’ Stock Price Hitting 52-Week Lows Is Growing(05:16) What’s Driving A Rise In India’s Index Of Industrial Production (IIP)?(08:05)

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00:20:24

#991 Oil Prices And Stalemate In West Asia Will...

The Core Report ·

2026/09/27

On Episode 991 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre.SHOW NOTES(00:00) The Take(04:44) Oil Prices And Stalemate In West Asia Will Determine Market Direction This Week(07:26) Get Set For Price Rises Across The Economy(09:26) Government Asks Businesses With Captive Power Plants To Work At Full Capacity And Sell Surplus Power(10:44) What Does The US-China Bonhomie In Washington Mean For India?Register for our event “Don’t Miss a

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00:20:49

#990 Why India Needs “Safety of Business,” Not Just...

The Core Report ·

2026/09/25

The global economy is shifting from low-cost manufacturing towards secure and resilient supply chains, changing how capital flows across emerging markets.In this episode of The Core Report Special Edition, Govindraj Ethiraj speaks with Jahangir Aziz, Co-Head of Macroeconomic Research, J.P. Morgan, about India's foreign investment challenges and its opportunity to position itself as a secure manufacturing alternative to China.The conversation examines India's dependence on Chinese inputs in

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00:28:55

#989 Liquidity Stretched Markets Take A Dive

The Core Report ·

2026/09/24

On Episode 989 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder at Equinomics Research as well as Vivek Merchant, Director at Swan Defence and Heavy Industries Limited (SDHI) from our extended Special Edition interview.SHOW NOTES(00:00) Stories of the Day(01:13) Liquidity Stretched Markets Take A Dive On Bank Bad News(01:40) US President Donald Trump Does An Airport Greeting For Chinese President Xi Jinping(05:48) Why The Indian Markets Crashed On

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00:21:15

#988 Oil Prices Steady As Markets Watch US-Iran Talks...

The Core Report ·

2026/09/23

On Episode 988 of The Core Report, financial journalist Govindraj Ethiraj talks to HP Ranina, Supreme Court advocate, chartered accountant, and expert on Indian tax and corporate laws.SHOW NOTES(00:00) Stories of the Day(01:13) Oil Prices Steady As Markets Watch US-Iran Talks In New York(02:04) Why A Diesel Shortage In The West Could Become A Global Challenge (05:52) A Fresh Bull Case For Gold(08:06) Does The Reserve Bank Have The Powers To Force A Company To List, In This Case Tata Sons?Register

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00:35:25

#987 Iran Makes Fresh Overture For Peace

The Core Report ·

2026/09/22

On Episode 987 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Batra, Head of Asia & Co-Head of Global Emerging Markets Equity Strategy and Chief India Equity Strategist at J.P. Morgan as well as Nikhil Dubey, Senior Research Analyst, Refining & Modeling at Kpler.SHOW NOTES(00:00) Stories of the Day(01:17) Iran Makes Fresh Overture For Peace Even As UN General Assembly Kicks Off In New York(02:42) Indian Markets Slide On Weak Support And Continuous Liquidity

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00:33:37

#986 Oil Prices Fall And Indian Markets Rise

The Core Report ·

2026/09/21

On Episode 986 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Lohia, Managing Director of Jupiter Wagons. We also feature an excerpt from our recent Special Edition featuring Dr. Rajiv Kumar, former Vice Chairman of NITI Aayog and Chairman of Pahle India Foundation.SHOW NOTES(00:00) Stories of the Day(00:50) UN General Assemby Meets In New York, Will It Provide The Path To PeaceOil Prices Fall And Indian Markets Rise(03:18) What Bernstein Does Not Like About Older Large

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00:29:23

#985 Markets Brace For A Tough Week

The Core Report ·

2026/09/20

On Episode 985 of The Core Report, financial journalist Govindraj Ethiraj talks to Hetal Dalal, President and COO at IiAS as well as Abizer Diwanji, Founder at NeoStrat Advisors.SHOW NOTES(00:00) The Take(04:41) Markets Brace For A Tough Week With War Intensifying In Multiple Theatres(08:25) Direct Tax Collections Continue To Rise(09:41) Did The Tata Sons Board Overstep Its Authority In Reappointing Chandrasekaran(18:18) Which Way Could The Tata Group Battle For Control Evolve And What’s At

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00:40:48

#984 What Retail Investors Can Learn From...

The Core Report ·

2026/09/20

Retail investors often discover how much risk they have taken only after a trade goes wrong. What can they learn from institutional investors about managing money before that happens? In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with Sandeep Nayak, Managing Director and CEO of Centrum Finverse, about why retail investors lose money, how emotions influence investment decisions and what a disciplined approach to wealth creation involves.Sandeep

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00:55:19

#983 Why These Indian Business Leaders Are Investing...

The Core Report ·

2026/09/19

Why are Indian business leaders investing in nature? Harish Yarlagadda, Shloka Nath and Dr Ravi Mariwala explore how climate philanthropy, biodiversity conservation and water security connect to India’s economic future.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Harish Yarlagadda, founder and chief mentor of Malakshmi Group and co-founder of Dharmavana Nature Arc, Shloka Nath, former CEO of India Climate Collaborative, and Dr Ravi Mariwala, founder and CEO of

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00:25:02

#982 Markets Flat As They Digest Falling Oil Prices

The Core Report ·

2026/09/17

On Episode 982 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Kapoor, Managing Director and CEO, Private Wealth at JM Financial in an excerpt from our Special Edition as well as Ratan Kumar Kesh, Executive Director & COO at Bandhan Bank.SHOW NOTES(00:00) Stories of the Day(00:50) India Puts Its Foot Down On Potential US Tariff Threat On Russian Oil Purchases(04:00) Markets Flat As They Digest Falling Oil Prices(05:27) The Tata Group’s Squabbles Have Blown Into A

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00:27:02

#981 Oil Prices Ease, The Markets Rise

The Core Report ·

2026/09/16

On Episode 981 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr. Mayur Shah, Head of the Rare Diseases Business at Sanofi India as well as Namit Chugh, Director at HealthQuad.SHOW NOTES(00:00) Stories of the Day(00:50) EU Invites Canada To Become Its First Associate Member(03:44)US War With Iran Has Cost $38 Billion Till August And Still Rising(04:26) Oil Prices Ease, The Markets Rise(06:00) Will The Tata Sons Ask N Chandrasekaran To Stay On As Chairman?(07:02) How AI Is

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00:32:21

#980 Why Indian Markets Are Getting Battered Right Now

The Core Report ·

2026/09/15

On Episode 980 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Tax Expert and CEO of tax advisory firm Tax Compaas as well as Rajeswari Sengupta, Associate Professor of Economics at the Indira Gandhi Institute of Development Research (IGIDR).SHOW NOTES(00:00) Stories of the Day(01:00) Why Indian Markets Are Getting Battered Right Now(03:46) India’s Exports Are Up 26% In August(05:22) UPI Will Not Be Free Any More, So You Will Have To Pay 0.4% On Transactions Above Rs

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00:27:37

#979 AI Stocks Take A Dive

The Core Report ·

2026/09/14

On Episode 979 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at Prime Database as well as Atanu Mukherjee, CEO at Dastur Energy.SHOW NOTES(00:00) Stories of the Day(00:50) AI Stocks Take A Dive Following Slow-Down Appeal From Anthropic CEO(06:04) Tata Sons and the RBI(07:51) Big IPO Week Ahead, What Is Standing Out In The Rs 100,000 Crore Rush?(17:10) India Invites Companies To Set Up Coal Gasification Plants, Why Is This Critical?For more of

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00:22:32

#978 Key Developments At The BRICS Summit In New Delhi

The Core Report ·

2026/09/13

On Episode 978 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre as well as Dipti Deshpande, Principal Economist at CRISIL Limited.SHOW NOTES(00:00) The Take(03:33) Key Developments At The BRICS Summit In New Delhi(12:54) Monsoon Worries(19:08) Anthropic CEO AI warns of Rapid AI developmentFor more of our coverage check out

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00:40:17

#977 Why Your Mutual Fund Earns More Than You Do |...

The Core Report ·

2026/09/12

Why does your mutual fund earn more than you do? In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with R Sivakumar, Chief Investment Officer at Axis Mutual Fund, about why investor returns can lag mutual fund returns, how chasing past performance contributes to the gap and why SIPs have not eliminated it.R Sivakumar explains how investors can miss a fund’s strongest performance by entering after a rally and pulling back during weaker periods. Buying

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00:41:24

#976 Is ₹10 Lakh Health Insurance Enough for Your...

The Core Report ·

2026/09/11

Is ₹10 lakh health insurance enough for your family? In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Mayank Bathwal, CEO, Aditya Birla Health Insurance Co. Ltd., about rising healthcare costs, medical inflation and whether family health insurance is keeping pace with the treatment people expect.Mayank Bathwal says medical inflation has consistently run at 10–12%, making ₹10 lakh and ₹15 lakh health insurance covers increasingly common. He

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