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The Core Report

The Core
Climate Change
Extreme Weather Events
Climate Resilience
Monsoon Patterns
Agricultural Vulnerability
Market Volatility
Environmental Policy
Infrastructure Risk
Heat Waves
Indian Stock Market
India
MSCI Index
Semiconductors
Data Analytics
Foreign Institutional Investors
Stock Market Volatility
Oil Prices
Indian Economy
Wall Street
Reserve Bank Of India

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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Artwork for The Core Report

Latest Episodes

On Episode 829 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Shah, economist and co-founder of the XKDR Forum as well as Richa Sawhney, Partner at Grant Thornton Bharat.

SHOW NOTES

(00:00) Stories of the Day

(00:50) Trum... more

On Episode 828 of The Core Report, financial journalist Govindraj Ethiraj talks to Ankit Hakhu, Director at Crisil Ratings as well as Manisha Kapoor, CEO at The Advertising Standards Council of India (ASCI).

SHOW NOTES

(00:00) The Take

(05:00) Oil... more

On Episode 827 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder of the Global Trade Research Initiative (GTRI) as well as Amit Tandon, Founder and Managing Director at Institutional Investor Advisory Servic... more

On Episode 826 of The Core Report, financial journalist Govindraj Ethiraj talks to Narendra Taneja,Chairman of the Independent Energy Policy Institute as well as Anindya Banerjee, Senior VP and Head of Commodity Research (Currency, Commodities and In... more

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Recent Guests

Ashima Tyagi
Economics Associate Director, Commodities Procurement, Trade and Supply Chain
S&P Global Market Intelligence
Episode: #818 Indian Markets Recover From A Fresh Round Of Hammering
Sourav Mitra
Partner Oil and Gas Consulting at Grant Thornton Bharat LLP
Grant Thornton Bharat LLP
Episode: #817 Oil Prices: The Most Critical Indicator to Watch This Week
Saugata Bhattacharya
Member of the Monetary Policy Committee of the Reserve Bank of India
Reserve Bank of India
Episode: #817 Oil Prices: The Most Critical Indicator to Watch This Week
Chintan Haria
Principal Investment Strategist at ICICI Prudential Asset Management Company
ICICI Prudential Asset Management Company
Episode: #816 Best Investment Strategy For 2026 Market Uncertainty | Govindraj Ethiraj | The Core Report Weekend Edition
C. S. Vigneshwar
President of Federation of Automobile Dealers Associations (FADA)
FADA
Episode: #815 Markets Jump In Best Session In Over A Month
Sudhir Sethi
Founder and Chairman of Chiratae Ventures India Advisors
Chiratae Ventures India Advisors
Episode: #814 Markets Take A Fresh Knock
Amit Goenka
Founder and Chairman of Nisus Finance
Nisus Finance
Episode: #813 Qatar Supply Halt Squeezes Gas Flow to Critical Industries
Shajikumar Devakar
CEO and co-founder of Neo Wealth and Asset Management, Mumbai
Neo Wealth and Asset Management
Episode: #812 Markets Take A Beating On War Tensions
George Koshy
Former journalist with NDTV and Bloomberg TV India
NDTV/Bloomberg TV India
Episode: #811 Dalal Street on Weak Footing Post US-Israel Attack On Iran

Host

Govindraj Ethiraj
Host and lead journalist focusing on business, economy, and technology with the primary affiliation to The Core Report.

Reviews

4.8 out of 5 stars from 241 ratings
  • At the Core

    Thank you Govindji . It’s really insightful conversation and real-time topic. All the best to you and your team. Your well wisher Lucky. Spreading your channel to world wide.

    Apple Podcasts
    5
    Lucky well wisher
    Indiaa year ago
  • Core report

    Outstanding coverage and analysis

    Look forward to each morning

    Apple Podcasts
    5
    Elephantman India
    India2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

High-quality coverage with practical takeaways for investors and business leaders.
Timely analysis around geopolitics and market dynamics adds value for pitching guests and sponsors.
Consistent depth across diverse topics keeps the content relevant for professionals.
Engaging, insightful discussions on macro topics and real-world implications.

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Talking Points

Recent interactions between the hosts and their guests.

#816 Best Investment Strategy For 2026 Market Uncertainty | Govindraj Ethiraj | The Core Report Weekend Edition
Q: What is your advice for investors navigating current market volatility?
Maintain a disciplined asset allocation, avoid chasing momentum, stay pre-positioned through simulations or pre-mortems, and use hybrids or fund-of-funds to gain exposure to themes without over-concentrating in any single idea.
#816 Best Investment Strategy For 2026 Market Uncertainty | Govindraj Ethiraj | The Core Report Weekend Edition
Q: What role do GDP growth and sector selection play in stock picking?
GDP growth is framed as the primary driver, with the belief that high-quality, strategically aligned companies will outperform as the economy expands; stock picking remains essential to identify winners within sectors that align with GDP growth and structural shifts like autos, chemicals, and healthcare.
#816 Best Investment Strategy For 2026 Market Uncertainty | Govindraj Ethiraj | The Core Report Weekend Edition
Q: How has the strategy shifted from early 2025 to early 2026?
The guest explains that while metals and diversify into hard assets were favored early in 2025, the current stance focuses on protecting capital and seizing opportunities as they arise, with an emphasis on asset allocation and a balanced mix of equities, hybrids, and selective sector exposure.
#818 Indian Markets Recover From A Fresh Round Of Hammering
Q: How are Indian steelmakers managing costs amid rising coal prices and reliance on imports?
Steelmakers are passing increases to consumers, relying on safeguard duties to cushion prices, and considering export shifts to Southeast Asia as domestic demand shifts; the overall approach is to protect margins while waiting for energy-cost dynamics to stabilize.
#818 Indian Markets Recover From A Fresh Round Of Hammering
Q: What is the outlook for Indian steel demand in the first half of the calendar year, given the crude price shock and exchange rate movements?
Demand is expected to soften in Q2 after a stronger Q1, with higher input costs (coking coal) and currency weakness likely dampening steel consumption, though restocking and export dynamics may provide some counterbalance.

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Frequently Asked Questions About The Core Report

What is The Core Report about and what kind of topics does it cover?

The show centers on macroeconomics, financial markets, policy, and technology with a India-focused lens. It features expert voices from investment, real estate, energy, and IT, including economists, venture capitalists, industry executives, and policy analysts, who break down how regional geopolitics, policy changes, and global capital flows impact India's growth, trade, and business landscape. A standout pattern is the guest roster: senior industry insiders and analysts who translate complex developments into actionable implications for business strategy, investments, and risk. The format frequently blends data-driven insights with on-the-ground reportage, making it a useful resource for executives, investors, and professionals who need ti... more

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1. 20 Minute Books
2. The Knowledge Project
3. Business Daily
4. Business Breakdowns
5. HBR IdeaCast

How many episodes of The Core Report are there?

The Core Report launched 3 years ago and published 840 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Core Report?

Recent guests on The Core Report include:

1. Ashima Tyagi
2. Sourav Mitra
3. Saugata Bhattacharya
4. Chintan Haria
5. C. S. Vigneshwar
6. Sudhir Sethi
7. Amit Goenka
8. Shajikumar Devakar

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