The Core Report
Episodes
#959 Operation Economic Outcast Is Not As Bad As Feared
This episode analyzes the impact of US sanctions on Iran, noting market relief as oil prices fell and Indian indices recovered.
#958 Why Markets Are Bracing For US Sanctions On Iran
Govindraj Ethiraj covers US sanctions on Iran, China’s peaking oil demand, and India’s weak monsoon.
#957 FIIs Pick Up Buying
Govind Rajathiraj analyzes India’s economic paradox, where rising GDP masks household distress evidenced by surging gold loans and high youth unemployment.
#956 India’s Next Investment Boom In AI, Defence And Metals | Govindraj Ethiraj | The Core Report
Abhay Laija Wala, CIO of Lighthouse Canton, discusses global wealth management trends, highlighting a shift toward European equities and US semiconductors amid market volatility.
#955 Why India’s Truck Transition Could Be A $1 Trillion Opportunity | The Core Report Weekend Edition
Anirudh Bhuvalka of Blue Energy Motors discusses decarbonizing India’s heavy-duty trucking sector through LNG and electric vehicles.
#954 Will Indian Markets Hold Their Gains As US Treasury Yields Rise?
Govindraj Ethiraj analyzes rising US Treasury yields and debt, discussing their impact on Indian markets and RBI policy with Umesh Sharma.
#953 Why Indian Markets Are Drifting Down
Host Gobind Rajatiraj discusses India’s market underperformance, citing lack of AI exposure and high valuations, alongside government incentives for piped natural gas.
#952 Nifty50 Companies Report 10-Quarter Growth High Of 18%
This episode covers Nifty 50 earnings growth, rising oil prices, and the NSE IPO.
#951 Markets Stay Down As Oil Prices Wait For War Developments
This episode analyzes India’s stock market decline driven by Middle East tensions and rising oil prices, alongside the RBI’s sudden closure of FCNR…
#950 Foreign Investors Will Have It Easier To Buy Indian Stocks
This episode examines the strategic implications of Natarajan Chandrasekharan’s upcoming departure from Tata Sons, highlighting the need for a…
#949 India’s Foreign Investment Problem Is Bigger Than You Think | Govindraj Ethiraj | The Core Report
Ajay Banga discusses six structural barriers deterring foreign capital from India, including complex capital controls, punitive taxation, and weak contract enforcement.
#948 Can Better Buildings Cut India’s Energy Bills By Up To 40%? | Govindraj Ethiraj | The Core Report
Eash Sridhar, CEO of Saint-Gobain Asia Pacific, discusses the company’s shift toward integrated, sustainable building solutions in India.
#947 Oil Prices Fall On Demand Concerns
The Core Report covers Tata Sons Chairman N.
#946 Tata Sons Chairman N Chandrasekaran Resigns
Govind Rajatiraj discusses Tata Sons Chairman N.
#945 Markets Wilt As All Signs Point To A Forever War In West Asia
This episode analyzes how a protracted West Asia conflict is driving oil prices and dampening Indian markets, while Fitch affirms India’s sovereign rating despite youth unemployment concerns.
#944 Indian Markets Put Up A Fight Against Rising Oil Prices
Govindraj Thiruvengadam discusses Indian markets resisting oil price hikes, TSMC’s AI-driven sales surge, and CESC’s solar acquisition amid sector consolidation.
#943 Foreign Investor Flows Are Picking Up
This episode examines how India's E20 fuel mandate has inadvertently accelerated the shift to CNG, hybrids, and EVs due to consumer distrust.
#942 Why Gen Z Is Choosing Loans Over Credit Cards? | Govindraj Ethiraj x Bhavesh Jain, MD & CEO, TransUnion CIBIL | The Core Report
Bhavesh Jain, CEO of TransUnion CIBIL, discusses India’s credit landscape, highlighting a rise in credit activity to 28% and low delinquencies.
#941 Markets Steady As Traders Wait For A Potential Deal To End The War
This episode analyzes record auto sales driven by rural demand and a shift to alternative fuels, alongside Microsoft’s new data center and Google’s facing environmental opposition.
#940 Indian Markets Stay Hesitant As Global Markets Hit Fresh Highs
Host Govind Raj discusses global market highs, India’s revised GDP projections, and the RBI’s stance on FCNR deposits.
#939 Indian Markets Capture Asian Debt Flows Share
This episode covers Indian market trends, including debt inflows and RBI policy expectations, alongside a cautionary tale of South Korea’s leveraged ETF volatility.
#938 Why Indian Markets Are Holding Steady
Host Govind Rajaniraj discusses steady Indian markets, the US-Japan yen intervention, and the RBI’s upcoming policy meeting.
#937 Foreign Portfolio Investors Are Inching Back Towards India
#936 Why US Federal Reserve Moves Matter To India
#935 India’s Contrast Between Weak Macros And Strong Micros
Govind Raj analyzes India’s macro-micro economic divergence, IT stock rallies amid global AI sell-offs, and Apple’s strategic AI approach.
#934 Markets Track Oil Prices, Look For Consumption Signs
#933 Markets May Have To Wait Longer For AI Unwind