Episoder
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On Episode 614 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Tandon, Founder and Managing Director at IiAS.
SHOW NOTES
(00:00) Stories of the Day
(01:09) Stock Markets unmoved by the Middle east war, for now. Iran launches missiles at Qatar
(03:57) The rupee turns weak as the dollar strengthens
(06:15) Oil prices recover from a steep drop as traders look at supply impact
(10:52) Oman to become first Gulf country to charge Income Tax in sign of changing times
(12:00) India’s promoter led companies control their fate and fortune in more ways than one
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On Episode 613 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre.
SHOW NOTES
(00:00) The Take
(05:38) Markets power up on Friday, brace for Monday
(11:52) Tax collections are down
(13:23) America returns to a middle east war
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Manglende episoder?
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India’s dairy industry is quietly transforming and private players are leading the charge.
In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with dairy industry veteran Rajiv Mitra about the rapid growth of India’s private dairy sector, which now handles half the country’s milk. From trade policy tensions with the US and UK to the challenges of exporting value-added dairy products like paneer, cheese, and yoghurt, this episode unpacks the economics, politics, and future of Indian dairy.
Mitra explains why India protects dairy in FTAs, the role of 80 million smallholder farmers, and why local brands are thriving despite low margins and logistics hurdles. He also delves into the global export potential of Indian dairy — and what must change for India to compete.
🔹 Topics Covered:
a) Why India blocks dairy in FTAs with UK & US
b) The rise of private dairy giants and regional brands
c) Challenges in milk collection, perishability & traceability
d) Role of cooperatives vs. private players like Lactalis, Heritage, Dodla
e) India's untapped potential in global dairy exports
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On Episode 611 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, Founder & CEO of Vanda Insights.
SHOW NOTES
(00:00) Stories of the Day
(01:00) A Cloud of caution over the stock markets
(02:08) A big rush of IPOs could dampen market activity
(05:04) Oil prices rise again as analysts compute war risk premia
(13:47) Global FDI flows falls a sharp 11%, China most hit
(15:30) Air India reaches out to passengers and public to announce 15% reduction in international flights, says ill-fated aircraft and engines were in good shape
(18:54) Slim foldable phones is where the action is
India’s Job Crisis Explained: Why Millions Still Can’t Find Work
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On Episode 610 of The Core Report, financial journalist Govindraj Ethiraj talks to Dipti Deshpande, Director and Principal Economist at Crisil. We also feature an excerpt from our recent episode of our podcast How India’s Economy Works hosted by Puja Mehra.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Analysts are scratching their heads over oil prices
(02:01) War tensions pull down indices again
(03:17) Nifty 500 companies have reported single-digit yoy sales growth (+5% yoy) for eight quarters now
(05:41) Economists would prefer not to have gold in India’s inflation indices
(14:15) Sebi eases compliance for foreign investors in sovereign debt
(15:19) The Link Between Jobs and Investment with Amit Basole
India’s Job Crisis Explained: Why Millions Still Can’t Find Work
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On Episode 609 of The Core Report, financial journalist Govindraj Ethiraj talks you through the top business news stories of the day. We also feature an excerpt from our extended discussion with Algorand’s Technical Lead for India, Nikhil Varma in our ongoing “Build On Blockchain” Series.
SHOW NOTES
(00:00) The Take
(04:21) Markets slip as Trump warns Iran
(06:44) No direct risk to India on Israel-Iran war.
(09:19) Citibank says gold prices will fall
(10:59) Exporters to the US are wanting out of dollars into Euros and yuan.
(13:20) Build on Blockchain
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On Episode 608 of The Core Report, financial journalist Govindraj Ethiraj talks to Mahesh Balasubramaniam, Managing Director of Kotak Mahindra Life Insurance Company (Kotak Life).
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets hold out against war fears
(01:29) Gold prices hit an all time high, cross Rs 100,000
(04:34) Oil prices are in uncharted territory for now even as consolidation waves continue
(10:07) China is seeing another DeepSeek phenomenon, this time it is in biotech.
(11:59) India’s life insurance business, riding on post Covid shifts, is pushing the digital frontiers though the majority is still physical.
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On Episode 607 of The Core Report, financial journalist Govindraj Ethiraj talks you through the top business news of the day. We also feature an excerpt from our recent weekend edition featuring Anshul Jain, Chief Executive – India, SE Asia & APAC Tenant Representation at Cushman & Wakefield.
SHOW NOTES
(00:00) The Take
(05:19) Markets take hit on Israel-Iran war, uncertainty returns
(08:34) Oil prices zoom, bigger concern than stockmarkets
(09:57) India holds back rare earth exports to Japan
(13:26) The world’s hottest office space market is…
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In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Anshul Jain, Chief Executive - India, SE Asia & APAC Tenant Representation at Cushman & Wakefield, to unpack the sharp rise in commercial real estate demand across India — especially driven by Global Capability Centres (GCCs), domestic expansion, and post-pandemic workplace shifts.
From Bangalore’s dominance in leasing activity to the rise of institutional investors, Anshul breaks down the numbers, the sectors driving growth (like BFSI, pharma, and engineering), and how green buildings, amenities, and hybrid work models are transforming modern office demand.
The conversation also explores:
a) Why GCCs are driving a third of India’s office space demand
b) How net absorption post-COVID surged by over 30%
c) The premiumization of office space and rise of Grade-A infrastructure
d) The future of REITs and office investments in India
e) Key policy and infrastructure gaps that must be addressed to sustain growth
🎙️ This is a must-watch for anyone tracking India’s commercial property market, real estate investments, or the future of work in India.
Timestamps:
(00:00) Introduction
(01:20) Office Space in India
(03:13) Absorption
(05:30) GCCs
(06:30) Other Sectors
(10:50) Office space, GDP growth, Offshoring
(12:38) Global companies vs Indian companies
(15:00) Factors driving demand
(18:52) Understanding the supply side
(20:44) Supply Trends in India
(22:29) Demand is outstripping Supply
(23:38) Institutional Investors
(25:38) Office Space v Residential
(27:25) Entry and exit plans
(29:02) Problems of Land and Ownership structure
(30:29) Disaster resilience
(32:50) Build-to-sell v build-to-rent
(34:24) What allows GCCs to flourish
(38:30) A good office space
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On Episode 605 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist and Head - Research & Outreach at ICRA, Safi Ahsan Rizvi, Advisor at National Disaster Management Authority as well as Captain Sam Thomas, President at ALPA India.
SHOW NOTES
(00:00) Stories of the Day
(01:48) Markets plunge suddenly by over 990 points
(03:30) Retail inflation drops to 6-year low of 2.82%
(12:00) Air India’s shocking disaster.
(20:09) Heat waves return to India as monsoon stalls. A check on preparedness.
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On Episode 604 of The Core Report, financial journalist Govindraj Ethiraj talks to Gopal Jain, Co-Founder and Managing Partner at Gaja Capital.
SHOW NOTES
(00:00) The Take: Cable TV’s Digital Disruption
(06:17) Markets edge up once again, tracking Asia
(06:39) US says it has a trade deal with China, the latter yet to respond
(10:56) Dedollarisation is rising, differently from what was predicted earlier
(13:51) Should you buy stocks of companies that provide steady dividends…or not?
(24:31) Malls are converting retail stores to entertainment zones as ecommerce pressure builds
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On Episode 603 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder at Equinomics Research & Advisory Pvt Ltd. We also feature an excerpt from our extended interview with Algorand’s Anil Kakani and Nikhil Varma in our ongoing “Build On Blockchain” Series.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Markets take a breather as bank stocks see selling
(03:12) Is it the macro story or micro story that is driving Indian stockmarkets right now
(11:00) How Wall Street banks are doubling down on Indian derivatives
(13:00) Rare earth crisis escalates for Indian companies, Maruti to slash production of some models
(15:29) Build On Blockchain
(21:08) Apple’s Liquid Glass fails to enthuse the market
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On Episode 602 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Trehan, Founder and CEO at AuthBridge.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Nifty hits 2025 high as markets gather strength
(03:41) How the froth in railway stocks highlights the valuations dilemma
(08:00) Big payouts by companies as dividends
(09:34) Nvidia founder Jensen Huang gushes about the UK, says he will invest there
(11:07) How lenders are scanning way more data points about you thank you think before clearing your loan applications
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On Episode 601 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, Economist at QuantEco Research as well as Ashish Modani, Senior Vice President and Group Head (Corporate Ratings) at ICRA Ltd for Infra.
SHOW NOTES
(00:00) The Take
(05:29) The markets rise on rate cut news, strong macro fundamentals
(06:51) Steepest interest rate cut in 5 years surprises bankers, markets
(16:43) RBI says still wary of Crypto
(18:20) Inventory levels at auto dealerships rise again as entry level cars see sustained pressure
(19:43) Infrastructure shifts, sectors like roads are slowing down, newer, possibly unexpected ones are picking up
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How do you build a mobile payments network where banks barely function and cash is king?On this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Nigel Pont, Senior Advisor for Humanitarian Affairs, HesabPay (Afghanistan’s leading mobile payments platform — now expanding into Syria) and the Algorand Foundation.From war zones to wallets, this episode dives into how HesabPay is helping people access money digitally — even without smartphones or bank accounts — and why trust, not technology, remains the biggest challenge.Timestamps:
(00:00) How Nigel Pont got involved with HesabPay
(02:40) How HesabPay fills a gap and how it works
(05:20) The trust deficit
(06:39) How the e-wallet works and integrates with the Afghanistan Banking system
(08:15) Understanding the blockchain aspect
(10:38) The challenges with blockchain
(13:03) limitations of the digital payment infrastructure
(15:00) A Model for setting up digital payments infrastructure
(17:27) Cross border transactions
(18:50) On-ramping fiat to crypto
(22:15) Digital payment infrastructures in advanced country users
(24:39) Adoption rates and need for inbound payments
(26:50) The fee rates
(28:01) Tech applicable for disaster response
(30:30) Working within regulation in Afghanistan and Syria
Listeners! We await your feedback....
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On Episode 599 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Arora, CEO & Co-Founder at Biz2Credit & Biz2X as well as Manisha Kapoor, CEO and Secretary-General at the ASCI.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets break out of their losing streak
(02:49) Rupee among the worst performing Asian currencies in recent periods
(04:32) India’s census exercise is slotted, 7 years behind schedule
(05:17) Rare earth supply fears spread around the world, automotive companies gear for plant shut downs
(08:06) Did you know who actually makes almost 90% of the famous Dubai viral chocolate?
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On Episode 598 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Dhaka, Vice President, Primus Partners. We also feature an excerpt from our upcoming interview with Nigel Pont from our Build On Blockchain series.
SHOW NOTES
(00:00) Stories of the Day
(01:09) Rich valuations put pressure on markets again
(04:09) Oil prices are climbing once again, crossing $65 a barrel
(05:50) OECD says US growth will slow to 1.6% from 2.8% the previous year
(07:34) India Inc’s expenditure and interest costs are muted
(08:27) Why China’s clamp down on rare earth exports is causing panic world over
(18:07) How tech is enabling humanitarian cash transfers in Afghanistan and Syria
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On Episode 597 of The Core Report, financial journalist Govindraj Ethiraj talks to Ayaz Memon, veteran sports journalist and commentator.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets bounce in fag end of trade as they grapple with uncertainty
(02:16) Foreign brokerages are still wary of high valuations
(04:51) US Dollar Index will fall 9% says Morgan Stanley
(07:17) Maruti wants the Govt to step in to revive small car sales, Tesla is a no show
(11:03) Gulf and Indian airlines exchange terse words on bilaterals at IATA summit in Delhi
(14:02) IPL 2025 ends today. The journey so far and ahead
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On Episode 596 of The Core Report, financial journalist Govindraj Ethiraj talks to DK Joshi, Chief Economist at Crisil limited.
SHOW NOTES
(00:00) The Take
(08:21) Markets lurch in continued search for bearings
(09:53) GST collections cross 2 lakh crore again in May
(10:43) India’s GDP growth comes in at 6.5%, what does a longer range picture for the Indian economy look like?
(24:19) Another inflation fighting move sees reduction in duties on edible oil imports
(25:31) Big IATA meet in Delhi forecasts lower costs for airlines this year
Listeners! We await your feedback....
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India’s Cancer Crisis: Why Thousands Die Without TreatmentIn this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Dr. KS Sharma, former senior anesthesiologist at Tata Memorial Hospital, about India’s cancer care infrastructure, the alarming mortality rate, and the urgent shortage of trained oncologists.India records over 1.5 million new cancer cases each year, yet 60% of patients can’t access proper treatment due to lack of hospitals, cost barriers, and limited trained specialists. Dr. Sharma discusses the ground realities — from the challenges in radiation and chemotherapy access to the rural-urban gap in healthcare delivery.Topics Covered:Why India's cancer mortality rate is nearly 50%Gaps in cancer care infrastructure and hospital capacityThe shortage of surgical and medical oncologistsRole of Tata Memorial and regional cancer centresPublic vs. private healthcare affordability in oncologyPolicy gaps and what needs fixingIf you care about health equity, public healthcare, and India’s medical future, don’t miss this episode. Like, share, and comment to join the conversation.Timestamps00:00 – Introduction02:10 – How Dr. Sharma learned about the cancer care crisis06:25 – Why India lacks cancer infrastructure14:45 – Mortality vs. curability of common cancers22:00 – Workforce shortages and training needs36:50 – District-level healthcare gaps49:10 – Policy solutions and way forward
Listeners! We await your feedback....
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