On Episode 632 of The Core Report, financial journalist Govindraj Ethiraj talks to Chirag Doshi, Executive Director, LGT Wealth India. We also feature an excerpt from our recent Weekend Edition interview with Sanjeev Prasad, Managing Director & Co- Head at Kotak Institutional Equities.
SHOW NOTES
(00:00) The Take
(03:43) Have markets completely discounted Trump tariffs?
(07:13) India’s direct tax collections fall
(08:34) HUL has a new CEO and the challenges ahead
(16:41) Finding value in the fixed income market
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What really caused the Air India Boeing 787 crash in Ahmedabad? In this Core Report Special Edition, Govindraj Ethiraj is joined by experienced airline pilot Captain Sam Thomas, President, ALPA India to break down the preliminary crash report and the unanswered questions behind it.
Was it pilot error or a technical system failure? Why did both engines shut down moments after takeoff? And why was the official report released late at night without signatures or clear accountability?
This in-depth conversation explores:
1) The timeline of the crash and early investigation
2) Potential software or FADEC malfunctions
3) Pilot protocol in dual engine failure situations
4) Why this case is being compared to the 737 MAX incidents
5) Whether the Boeing 787 Dreamliner remains safe to fly
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Welcome to The Core Report Weekend Edition with Govindraj Ethiraj. In this episode, veteran market expert Sanjeev Prasad offers an eye-opening take on the growing disconnect between consumer brand valuations and real business fundamentals.
We explore:
Why popular Indian consumer brands like HUL and Nestlé may be severely overvalued
How new-age competitors, private labels, and e-commerce are disrupting the consumer landscape
What most investors misunderstand about mutual fund flows and return expectations
How shifts in consumer behavior and distribution are changing growth trajectories
Which sectors still offer long-term value in 2025
Sanjeev Prasad explains why the old investment playbook may no longer work in a market where sentiment outweighs fundamentals.
Don't miss this deep-dive conversation that challenges the prevailing narratives around equity investing in India today.
Like, comment, and subscribe to The Core Report Weekend Edition for original, independent business analysis.
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On Episode 629 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Markets dip further as Q1 results start rolling in
(05:19) Inflation could fall further to 2.5%
(05:55) Trump tariff range from 50% to 500%, labour intensive countries most hit
(14:24) The delay in releasing information on the Air India Ahmedabad crash has serious consequences
(18:11) Heat waves in Europe have killed over 2,300 people in last week's estimates
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On Episode 628 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijai Mantri, Co-Founder & Chief Investment Strategist at JRL Money as well as Vibhuti Garg, Director – South Asia at Institute for Energy Economics and Financial Analysis (IEEFA).
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets look for cues even as Trump announces fresh tariff threats
(05:30) Mining and metals giant Vedanta faces an Hindenberg moment with short seller Viceroy
(06:51) Why and how India’s market regulators have to disincentivse derivatives trading
(16:25) Monsoon data is looking good, as is the cropping and agriculture patterns
(17:26) Demand for education loans drop as visas get tighter
(19:42) India’s energy demand has dropped for first time since 2020 and renewable energy including nuclear see big production spikes
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On Episode 627 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, VP – Commercial at Pharmarack. We also feature an excerpt from our interview with Sumit Goswami, CEO and co-founder of ARVO, part of our Build on Blockchain Series.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Countries around the world are grappling with the latest Trump tariff salvo
(02:07) The markets stage a late recovery
(05:19) Cement industry fortunes are looking up
(07:54) Food costs are down annually but rising over last month
(09:43) Electric vehicle sales jumped last month
(11:23) Weight loss drugs are flying off the shelves but there are concerns too
(18:57) Build on Blockchain
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On Episode 626 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Khattar, Founder at AdvantEdge as well as Prashant Vashisht, SVP and Co-Group Head, ICRA Ltd.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets flat as traders calculate tariff impact
(05:30) French consulting giant CapGemini to acquire Indian BPO firm WNS in $3.3 bn all cash deal
(07:27) Adani enters Ambani territory with a PVC plant, how big is the market?
(15:01) The rare earth crisis gets real as EV plants stare at shut downs. Are there alternatives?
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On Episode 625 of The Core Report, financial journalist Govindraj Ethiraj talks to Ravi Hegde, Founding PartnerRHP Partners, Lloyd Pinto, Partner - US Tax at Grant Thornton Bharat as well as Shishir Lagu, Partner – Tax services at KNAV Advisory Inc.
SHOW NOTES
(00:00) The Take
(05:19) Markets set for uncertain week as trade talks inconclusive
(06:35) OPEC to hike production further
(07:49) India says it won’t be held to deadlines on trade deals
(11:46) The Jane Street phenomenon and the legal wrangle
(22:33) Trump’s Big Beautiful Bill, what it means for Indian companies
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This week on The Core Report: Weekend Edition, Govindraj Ethiraj speaks with Prateek Agrawal, MD & CEO of Motilal Oswal AMC, overseeing ₹1.5 lakh crore in assets, on why growth investing is outpacing value investing in 2025.
As India’s equity markets continue to scale new highs, Prateek breaks down the fundamental shifts driving this momentum.
He explains why traditional value metrics have become less relevant and how sectors like renewables, EVs, electronics, and defense are becoming key engines of sustainable earnings growth. With inflation low and global interest rates on a downward trend, growth stocks are getting a second wind—especially in India’s rapidly evolving, entrepreneur-led economy.
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On Episode 623 of The Core Report, financial journalist Govindraj Ethiraj talks to Moses Harding John, President & CEO at IndusInd International Holdings Limited, Mauritius.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets fall in late trade as financials lose for the 4th session
(04:51) Oil prices could touch $60 by year end, says S&P Global
(07:57) India may give in on imports of GM farm products from the US
(09:07) Murmurs of dedollarisation are rising again
(19:44) Indian Express launches a new print edition at a time most media houses are expanding digitally
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On Episode 622 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as Sunil Thakur, Partner at Quadria Capital.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets fall as tariff fears return closer to July 9 deadline
(04:40) Government spending jumps in the first quarter, will the economy see a bump up?
(11:45) India plans three new strategic oil reserves, oil prices rise
(13:04) Investments into hospital chains are accelerating
(21:20) Foxconn pulls Chinese staffers from India
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On Episode 621 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Pabari, Managing Director at CR Forex. We also feature an excerpt from our upcoming interview with Jerry Chu, CEO at Lofty AI.
SHOW NOTES
(00:00) Stories of the Day
(01:09) The markets wait for the tariff talks to end
(01:48) Why valuations of consumer facing companies are stretched
(05:55) India’s GST numbers come in lower
(06:30) India’s factory output is up
(07:30) Why the Rupee is lagging Asian peers when the dollar is still weak.
(15:57) India has a Rs 100000 crore R&D budget set aside
(18:09) Build on Blockchain
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On Episode 620 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert.
SHOW NOTES
(00:00) Stories of the Day
(01:29) Markets snap a 4-day winning streak
(03:41) Is a flood of fresh funds swamping markets and distorting valuations
(18:49) The gold paradox between America and the rest of the world
(21:04) GST collections have doubled in last 5 years
(27:11) Global air cargo grows despite 11% drop in Asia to North America routes. Jet fuel prices down sharply
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On Episode 619 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashok K. Bhattacharya, Editorial Director at Business Standard.
SHOW NOTES
(00:00) Stories of the Day
(05:48) Markets are just 2.5% away from September peak even as record highs are predicted
(08:41) Rupee has best day in two years
(10:03) Luxury EV sales are zooming
(12:29) Are India’s PSUs really a source of value creation?
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Can digital traceability transform India's agriculture and food exports?__________________________________________In this insightful episode of The Core Report Weekend Edition, host Govindraj Ethiraj talks to Mark Kaplan, co-founder of Wholechain, a global platform improving supply chain transparency across food and agriculture sectors — including India.From shrimp farms in coastal India to cooperatives in Mexico and sustainable dairy in Ireland, Mark shares how real-time data, digitized workflows, and traceable sourcing help producers meet international standards, access new markets, and reduce compliance burdens.
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On Episode 617 of The Core Report, financial journalist Govindraj Ethiraj talks to Rishi Agrawal, CEO and Co-Founder of Teamlease Regtech.
SHOW NOTES
(00:00) Stories of the Day
(01:10) The stock markets see 1,000 point jump
(02:26) Bank stocks in vogue as HDFC Bank hits an all time high
(06:02) Sales of houses drop 20% on year in top 7 cities
(07:25) How running a solar power plant, a sector favoured by Government, can still mean 2,735 total compliance instances in a year
(21:37) Japan pushes back on the US trade deal, Spain offers an option for US bound students
(23:29) Black box analysis begins and so does the flow of communication
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On Episode 616 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Jain, Co-founder and Chief Investment Officer at Multipl.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Markets gain for second day on Israel-Iran truce
(01:45) Oil prices stay down
(02:54) How mutual investors are diversifying their holdings on the back of record SIPs
(14:11) One in four Indians say they use only mobile phones to consume media content
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On Episode 615 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice-President (Commercial) at Pharmarack. We also feature an excerpt from our upcoming interview with Mark Kaplan, Co-Founder at WholeChain, part of our Build on Blockchain Series.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets shrug off middle east tensions, for now
(04:33) Oil prices fall sharply as markets breathe easy
(05:43) Tata Motors says no rare earths problem for now
(07:41) More action in India’s weight loss drug market as more MNCs muscle in
(08:34) Understanding drug MNC strategy in India
(21:48) Building traceability for shrimp farmers in India exporting to the west
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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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