The Core Report
The Core
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
Episodes
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Apr 23, 2025 • 22min
#564 Indian Markets Hit Their Highest Levels In 2025
On Episode 564 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Jain, Director of Research at Dolat Capital.SHOW NOTES(00:00) The Take(06:26) Indian markets hit their highest levels in 2025(08:57) The rupee takes a mild hit after the dollar strengthens(11:41) The US blinks again on tariffs, markets look up(13:49) Understanding the outlook for IT stocks in a time of volatilityListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Apr 22, 2025 • 37min
#563 Markets Run Up for 6th Consecutive Day
On Episode 563 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddhartha Khemka, Head - Research, Wealth Management, Motilal Oswal Financial Services Ltd as well as Ashok K Bhattacharya, Editorial Director and columnist at Business Standard.SHOW NOTES(00:00) Stories of the Day(01:09) Markets run up for 6th consecutive day (02:38) Why are Indian markets rising and where could they go?(13:59) Gold prices touch Rs 100,000 per 10 gm in India(15:16) Build on Blockchain(21:12) US meetings in India raises hopes of favourable tariff deal(24:06) US President Trump is going after the Federal Reserve Chairman for not cutting interest rates. What lessons does this hold for India?(34:35) Chinese battery company promises even longer range for a 5 minute charge, beyond BYD’s claim last monthListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Apr 21, 2025 • 27min
#562 The Markets Begin The Week With A Bang
On Episode 562 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, Founder & CEO at Vanda Insights as well as G.R Senthilvel, Secretary of Tirupur Exporters and Manufacturers Association.SHOW NOTES(00:00) Stories of the Day(01:00) The markets begin the week with a bang(05:29) Gold hits fresh high, dollar is down(07:35) Oil price volatility is making it difficult to project outlook(16:32) Garment exporters want to exploit 90-day tariff pause but find it tough to freeze pricing with US importers(24:41) China sends back ordered 2 Boeing aircraft, Air India and Malaysian Airlines reach out to Boeing to buy themListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Apr 20, 2025 • 32min
#561 Markets See Best Weekly Run In Four Years
On Episode 561 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Khattar, Founder at AdvantEdge.SHOW NOTES(00:00) The Take(09:09) Markets see best weekly run in four years(11:37) Oil markets experience extreme volaitlity(13:35) Global trade uncertainty is pushing investors towards consumer facing stocks.(15:30) Maruti Suzuki Chairman says India cannot grow if it hides behind tariff walls(18:08) What is the future for electric vehicles?Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Apr 18, 2025 • 48min
#560 Santosh Iyer on Mercedes-Benz India's EV Push, AMG Craze & Gen-Z Luxury Car Buyers
In this conversation, Govindraj Ethiraj speaks with Santosh Iyer, Managing Director & CEO of Mercedes-Benz India, about the EV push and 8 percent penetration in India's luxury segment, Localisation strategy and the 30 percent made-in-India milestone, Why Gen-Z, salaried professionals, and women are driving luxury demand, and much more.This episode offers a rare inside look into how the iconic three-pointed star is navigating transformation, technology, and consumer change in India’s evolving automotive landscape.Chapters:(00:00) Introduction(01:50) Santosh Iyer’s early career(03:40) Early days at Mercedes-Benz(04:30) Investing in Future Tech(06:04) The changes in the India strategy(07:35) The perception of Mercedes-Benz(09:35) Appeal to the younger generation(11:03) The Mercedes-Benz India business strategy(13:26) The manufacturing model(15:45) Waiting times and imports(17:34) Top selling cars(19:25) Manufacturing, supply chains, Localisation(23:54) Popularity of SUVs, Diesel(26:40) EVs sales(29:30) Mercedes-Benz as an EV brand(34:00) Petrol car vs EV car(37:00) Market growth and demographic shift(42:00) The Mercedes-Benz customer(46:30) Mercedes-Benz GCCListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Apr 16, 2025 • 39min
#559 The Sensex Has Rallied over 3,000 Points in 3 Sessions
On Episode 559 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas, Sheetal Sapale, VP Commercial at Pharmarack as well as K Venkatachalam, Chief Advisor at TASMA.SHOW NOTES(00:00) Stories of the Day(01:00) The Sensex has rallied over 3,000 points in 3 sessions (06:24) Angel tax returns in a new avatar as Income Tax services notices on companies on foreign investments(16:48) Parents are putting oral rehydrating salt packs in their children’s backpacks and India’s pharma industry is benefiting(25:24) Why Indian textile manufacturers want cheap imports of viscose staple fibre from ChinaListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Apr 15, 2025 • 38min
#558 India Beats Tariff Tantrums
On Episode 558 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President of Seafood Exporters Association of India as well as Aditi Nayar, Chief Economist, Head - Research & Outreach at ICRA.SHOW NOTES(00:00) Stories of the Day(01:00) India beats tariff tantrums, becoming first global market to do so(03:59) Morgan Stanley cuts December Sensex target to 82,000, still 7% above current(07:38) Inflation is down to 5 year low, will it hold?(16:33) The International Energy Agency joins OPEC in slashing oil demand forecasts(18:19) How tariff tussles are have upended the lives of India’s shrimp and seafood exporters(32:18) Build On BlockchainListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Apr 14, 2025 • 36min
#557 Markets Digest Fresh Round Of Tariff Volatility
On Episode 557 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, SVP-Research Analyst (Media, Consumer Discretionary, and Internet) at Elara Capital as well as Poorvi Chothani, Founder and Managing Partner at LawQuest.SHOW NOTES(00:00) Stories of the Day(01:00) Markets digest fresh round of tariff volatility(04:00) OPEC cuts global oil demand growth targets. Why(05:35) Goldman Sachs sets gold for $4,000 in a year(08:27) The big changes in India’s advertising landscape(20:12) India has only one airport in Global Top 50 at 32(21:51) US bound, why you should pay careful attention to what this immigration lawyer is saying?Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Apr 13, 2025 • 24min
#556 Markets Flip Flop as They Settle Down for Extended Trade Wars
On Episode 555 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded.SHOW NOTES(00:00) The Take(07:14) Markets flip flop as they settle down for extended trade wars.(09:35) Gold prices shoot to fresh highs, dollar dips again.(11:35) Crude oil prices edge up on US threats to Iran.(11:49) Asia and the Trade WarsListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Apr 11, 2025 • 52min
#555 India’s Long-Term Future Is Clear — The Short Term Is Always Blurry | Rashesh Shah
In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Rashesh Shah, Chairman of the Edelweiss Group, for a deep dive into entrepreneurship, leadership, India's evolving financial markets, and the mindset required to build and sustain a long-term business in a volatile environment.From marathon running to managing energy in a high-growth organization, Rashesh shares hard-earned insights on resilience, adaptability, and financialisation in India. He discusses the evolution of India’s equity and credit markets, the role of regulation post-ILFS, and why long-term vision beats short-term prediction when investing in India.Perfect for: Entrepreneurs | Investors | Business leaders | Finance professionals | India growth watchersListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
