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 10, 2025 • 26min
#554 Global Markets Rejoice On 90-Day Tariff Pause
On Episode 554 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert.SHOW NOTES(00:00) Stories of the Day(00:50) Global markets rejoice on 90-day tariff pause, take stock(02:58) TCS net profits are down as revenue touches Rs 2.59 trillion(04:51) Why bond markets and not stock markets can destroy fortunes and Governments(20:03) Global commodity prices are crashing(22:17) Microsoft is pulling out of data centresListeners! 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 9, 2025 • 29min
#553 Indian Markets Hold Out Once Again
On Episode 553 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Hickin, Chief Economist and Editor-in-Chief at Petroleum Economist as well as Dipti Deshpande, Principal Economist at Crisil limited.SHOW NOTES(00:00) Stories of the Day(00:50) Indian markets hold out once again(05:33) Fear of owning US treasuries grips global bond traders(07:57) Oil prices are now around $60 a barrel, what could happen?(16:57) Reserve Bank governor is grilled on rupee even as Chinese Yuan continues to slide(18:24) RBI lowers growth forecasts for the year to 6.5% from 6.7% 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 8, 2025 • 21min
#552 The Markets Recover on Positive Indian Data
On Episode 552 of The Core Report, financial journalist Govindraj Ethiraj talks to Professor Leon Laulusa, Executive President and Dean of ESCP Business School.SHOW NOTES(00:00) Stories of the Day(01:00) The markets recover as bargain hunters return to focus on positive Indian data(05:07) Goldman Sachs projects an extreme oil scenario of $40 a barrel(06:19) US CEOs find their voice and rail against tariffs(07:28) MBA in the time of tariffs, views from a top French business school(18:18) Indian CEO salary hits Rs 10 crore despite all the turmoil(19:18) Heatwaves are increasing in India and elsewhere in the worldListeners! 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 7, 2025 • 21min
#551 US Stocks Whacked For The Third Day
On Episode 551 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, Managing Director at CR Forex.SHOW NOTES(00:00) The Take(05:00) Indian markets fall around 3% in biggest drop in 10 months, fare better than most major global indices(05:46) US stocks whacked for the third day, S&P 500 enters bear territory(06:56) Oil prices fall, India raises taxes(10:25) The US Dollar’s journey and its impact on other currencies and outlookListeners! 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 6, 2025 • 27min
#550 US Stock Markets See $6 Trillion Rout In 2 Days
On Episode 550 of The Core Report, financial journalist Govindraj Ethiraj talks to Steven A. Altman is a Research Assistant Professor in the Department of Management and Organizations at the New York University Stern School of Business.SHOW NOTES(00:00) The Take(08:41) US stockmarkets see a $6 trillion rout in 2 days, or 1.5 times Indian market capitalisation(12:01) Why gold prices are strong but silver is falling(13:14) Crude prices crash to $65 a barrel(14:12) Can India increase its market share of global trade?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 6, 2025 • 51min
#549 Every 4th Global Job Will Be Done by an Indian | Ved Mani Tiwari, NSDC CEO
In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Ved Mani Tiwari, CEO of the National Skill Development Corporation (NSDC), to explore how India is tackling one of its most pressing challenges — skilling its massive, young workforce. With 56 crore Indians already in the workforce, and millions more set to join in the coming years, NSDC is on a mission to build a future-ready India. Whether you're a student, a job seeker, or just curious about the future of work — this episode is packed with insights.📌 Chapters & Timestamps:(00:00) Introduction(01:16) Demographic composition and advantage(04:09) NSDC and the public private partnership\(06:55) A Brief history of NSDC and its verticals(13:05) Skilling and access to an academic bank of credit(17:15) Working with Foreign players to utilise demographic advantage(18:45) GCCs(20:50) Addressing skilling issues and gaps(29:10) Understanding the relevance of myriad of schemes(31:33) Mismatch of expectations(37:15) Contraction sector skillingListeners! 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 3, 2025 • 37min
#548 Indian Markets Battle Tariff Headwinds
On Episode 548 of The Core Report, financial journalist Govindraj Ethiraj talks to Shankkar Aiyar, Politics Economy Analyst & Author, Ajay Srivastava, Founder at Global Trade Research Initiative and Dr Viranchi Shah, Former National President and Spokesperson at the Indian Drug Manufacturer Association.SHOW NOTES(00:00) Stories of the Day(01:00) Indian markets battle tariff headwinds even as US markets see $1.75 trillion rout(04:37) Gold prices hit fresh highs on tariff announcements and fresh bouts of uncertainty(05:26) Oil prices fall below $70 a barrel, output to go up further(06:50) Decoding the impact of tariffs on India and piecing together what its strategy should beListeners! 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 2, 2025 • 25min
#547 Markets Rebound As They Brace For Tariffs
On Episode 547 of The Core Report, financial journalist Govindraj Ethiraj talks to Mohit Makhija, Senior Director at Crisil Ratings. We also feature an excerpt from our recent interview with RS Subramanian, Senior Vice President (South Asia) at DHL Express.SHOW NOTES(00:00) The Take: The Trump Tariff Breakdown(05:38) Markets Rebound As They Brace For Tariffs(11:31) Car companies hike prices as demand continues to be tepid(13:24) India is seeing a bond buying frenzy ahead of a rate cut(14:22) Why India’s Cables & WIres sector is seeing massive growth and investmentsListeners! 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 1, 2025 • 35min
#546 Markets Reel From Impending Tariffs
On Episode 546 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Puri, Chairman and Founder at ANAROCK as well as Jamal Mecklai, CEO at Mecklai Financial.SHOW NOTES(00:00) The Take(04:50) Markets reel from impending tariffs on Indian exports and macro shifts(05:57) Gold hits fresh record high(11:10) India’s residential real estate deals slow down but commercial is on sound footing(24:05) Will tariff wars accelerate de-dollarisation?(32:44) Airline cargo, passenger airline growth figures slow in FebruaryListeners! 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
Mar 31, 2025 • 26min
#545 Markets Close Last Financial Year In Positive
On Episode 545 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist, Emkay Global Financial Services as well as Aditya Valiathan Pillai, Visiting Fellow at Sustainable Futures Collaborative.SHOW NOTES(00:00) Stories of the Day(01:09) Markets crackle in slog overs to close last financial year in positive(02:14) Gold hits a fresh record high, up 37% in last financial year(05:50) Credit card spends fall to a 7-month low of ₹1.67 trillion in February(08:37) Tariffs will hit tomorrow, how should India be thinking about them going ahead?(18:36) Fresh predictions on a hot April and summer. How should private and Government sectors be approaching this?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
