Best Govind Ethiraj Podcast Podcasts (2025)

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#746 Unrelenting Foreign Portfolio Investor Outflows 26:59

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12h ago26:59

26:59

On Episode 746 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautami Gavankar , President Banking Solutions at Kotak Mahindra Bank Limited and Sheetal Sapale, Vice President at Pharmarack. SHOW NOTES (00:00) Stories Of The Day (01:20) Unrelenting FPI Outflows (03:29) China’s Big Export Push Is Visibly Moving From The Us To Oth…

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#745 Markets Recover On A Rate Cut 24:42

1d ago24:42

24:42

On Episode 745 of The Core Report, financial journalist Govindraj Ethiraj talks to Dharmakirti Joshi, Chief Economist at Crisil. SHOW NOTES (00:10) The Take (06:04) The Markets Recover On A Rate Cut and Why The Markets Divergence Is Growing Wider. (10:22) India Will Slow Down On Coal Power Plants, IEW Segment. (12:06) What The Latest Rate Cut Means…

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#744 The Secret To Keep Indian Students From To Foreign Universities | The Core Report 41:53

3d ago41:53

41:53

India is sending more students abroad even as visa rules tighten and costs rise. So why are so many young Indians still choosing foreign universities over campuses at home. And what will it take to build Indian institutions that can truly compete globally and serve our demographic dividend. In this episode of The Core Report Weekend Edition, Govind…

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#743 Markets Snap A Four Day Losing Streak 28:07

5d ago28:07

28:07

On Episode 743 of The Core Report, financial journalist Govindraj Ethiraj talks to Capt. Amit Singh a Pilot and an Aviation Safety Strategist. SHOW NOTES (00:00) Stories Of The Day (00:48) Will The Reserve Bank Cut Interest Rates Today And Markets Snap A Four Day Losing Streak. (04:59) What Is The Central Bank’s View On The Rupee ? (12:06) Indigo S…

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#742 Markets Hesitate And Slide 26:34

6d ago26:34

26:34

On Episode 742 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre and Venkata Satish Guttula who is an Independent Cybersecurity Consultant. SHOW NOTES (00:12)The Take (04:55) Markets Hesitate And Slide (08:41) What Putin’s Visit To India Means For India ? (18:02) Indigo Struggles With Can…

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Is India’s Demographic Dividend Over? 25:04

6d ago25:04

25:04

In this episode, journalist and author Puja Mehra speaks with economist Arjun Jayadev, Director at the Centre for the Study of the Indian Economy (CSIE) at Azim Premji University and co-author of a major new study on how India’s demographic dividend has actually contributed to economic growth across states. Jayadev explains why India’s per-capita g…

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#741 Market Highs Slip Away 24:16

7d ago24:16

24:16

On Episode 741 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head, Research, Currency and Commodity at Kotak Securities and G. Chokkalingam , Founder at Equinomics Research. SHOW NOTES (00:00)Stories Of The Day. (10:50)Market Highs Slip Away. (18:48)Why Is The Rupee Hitting New Lows Now? (19:45)What Happens W…

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#740 Markets Predictably Struggle To Hold Highs 32:58

8d ago32:58

32:58

On Episode 740 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Advisory, Akhilesh Tuteja, Partner & National Leader, Clients and Markets, KPMG in India and Venkat Mangudi, Founder and CEO at Elytra Security SHOW NOTES (00:00) Stories Of The Day (00:46) Markets Predictably Struggle To Hold Highs. (05…

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#739 India’s Solid GDP Numbers, What Lies Behind Them? 24:10

9d ago24:10

24:10

On Episode 739 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist and Head of Research and Outreach at ICRA SHOW NOTES (00:00) Stories of the Day (05:06) Is A Santa Rally Around The Corner ? (08:14) And Now, $5,000 Per Ounce For Gold By Next Year (10:24) India’s Solid Gdp Numbers, What Lies Behind Them …

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#738 "Stop Loving Your Stocks" Devina Mehra on the Biggest Investor Mistake | The Core Report 45:23

10d ago45:23

45:23

"Stop loving your stocks and start thinking like a risk manager."In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj sits down with Devina Mehra, Founder & CMD, First Global (PMS & Global funds) to unpack the biggest mistake investors make falling in love with their stocks and ignoring what the data is really …

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#737 Sensex Hits Record 86,000 27:47

12d ago27:47

27:47

On Episode 737 of The Core Report, financial journalist Govindraj Ethiraj talks to Devina Mehra, Chairperson and Managing Director at First Global, in an excerpt from our upcoming Weekend Edition. SHOW NOTES (00:00) Stories of the Day (01:19) Sensex Hits Record 86,000 as Nifty Scales Peak in Narrow Rally (03:28) Rupee Risk Persists After RBI Sells …

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#736 Markets Jump 1,000 Points As They Join Global Rallies 27:53

13d ago27:53

27:53

On Episode 736 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Officer at Q India UK. SHOW NOTES (00:00) The Take (05:09) Markets jump 1,000 points as they join global rallies (07:38) JP Morgan pitches Nifty at 30,000 in a year's time (10:10) Supply of fresh equity has likely peaked, says CLSA (11:…

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#735 How A New Battle Between Google And Nvidia Affects Us 26:37

14d ago26:37

26:37

On Episode 735 of The Core Report, financial journalist Govindraj Ethiraj talks to Sajjid Chinoy, Part-Time Member, EAC-PM (Economic Advisory Council To Prime Minister) & Chief India Economist & Head of Asia Economics at JPMorgan as well as Manish Garg, CEO of Interarch Building Solutions Limited. SHOW NOTES (00:00) Stories of the Day (00:55)A new …

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#734 US-India Trade Deal Roils Currency And Stock Markets 31:40

15d ago31:40

31:40

On Episode 734 of The Core Report, financial journalist Govindraj Ethiraj talks to Kunal Sodhani, Vice President, Shinhan Bank as well as Sachin Seth, Chairman of CRIF High Mark and Regional MD, CRIF India and South Asia. SHOW NOTES (00:00) Stories of the Day (00:50) US India trade deal or lack of it roils currency and stock markets. (03:25) Why di…

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#733 The Markets Enter A New Phase Of Volatility 31:17

16d ago31:17

31:17

On Episode 733 of The Core Report, financial journalist Govindraj Ethiraj talks to Suhail Nathani, Managing Partner at Economic Laws Practice as well as Paul Jeruchimowitz, Senior Managing Director and GCC Practice Lead at Accenture. SHOW NOTES (00:00) The Take (05:09) The markets enter a new phase of volatility, clash of views. (06:03) Rupee hits …

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#732 The Hidden Services Boom Powering India’s Next Growth Wave | Govindraj Ethiraj | The Core Report 38:02

17d ago38:02

38:02

In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj in conversation with Sajjid Chinoy, Chief India Economist & Head of Asia Economics, JPMorgan, unpacks the quiet but powerful shift inside India’s economy that is surprising global investors and reshaping the country’s growth path. India’s hidden services boom…

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#731 The 14-Month Wait Is Coming To An End 28:58

19d ago28:58

28:58

On Episode 731 of The Core Report, financial journalist Govindraj Ethiraj talks to Anil Rego, Co-founder and Fund Manager at Right Horizons PMS as well as Pawan Bachwal, Vice President, Head of Financial Services at Ericsson. SHOW NOTES (00:00) Stories of the Day (00:50) A 14-month wait is coming to an end as markets inch close to all time highs (0…

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#730 Indian Markets In Sniffing Distance Of All-Time Highs Again 28:15

20d ago28:15

28:15

On Episode 730 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President at the Seafood Exporters Association of India as well as Soumya Mohanty, Managing Director and Chief Solutions Officer, South Asia at Kantar and Graham Staplehurst, Director at Kantar BrandZ. SHOW NOTES (00:00) The Take: Finding Mechanics (04:2…

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The Economics Behind a Viksit Bihar and Real Implications of Cash Transfers and Emigration 26:43

20d ago26:43

26:43

In this episode, journalist and author Puja Mehra speaks with economist Prachi Mishra, Professor at the Department of Economics, and Director and Head of Isaac Center for Public Policy at Ashoka University and lead author of a forthcoming report on how the Bihar can accelerate its path to Viksit Bihar. Mishra explains why Bihar must aim for sustain…

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#729 Global Markets Turn Nervous 19:51

21d ago19:51

19:51

On Episode 729 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashish Nanda, Chief Digital Business Officer, Kotak Securities. SHOW NOTES (00:00) Stories of the Day (00:55) Global markets turn nervous even as tech leaders downplay the AI boom. (02:04) Outgoing Meta AI chief blasts LLMs (04:38) Morgan Stanley updates and upgrades…

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#728 India’s Mid Cap Index Hits Record High 21:05

22d ago21:05

21:05

On Episode 728 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at CRISIL Ratings. SHOW NOTES (00:00) Stories of the Day (00:50) Valuation guru says he wants to move his money into cash and collectibles (05:03) India’s mid cap index hits record high (06:23) The green shoots in Agri export exemptions in th…

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#727 Why Foreign Portfolio Inflows Could Restart Soon 34:48

23d ago34:48

34:48

On Episode 727 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Gruenwald, Global Chief Economist at S&P Global as well as Nikhil Narendran, Partner – TMT (Technology, Media and Telecommunications) at Trilegal. SHOW NOTES (00:00) The Take (05:00) Why FP Inflows could restart soon (11:01) Trump starts rolling back tariffs on …

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#726 Retail Investors Now Think Like Pros: India’s Market Is Changing | Govindraj Ethiraj | The Core Report 39:37

25d ago39:37

39:37

Retail investors in India are no longer the “weak hands” of the market. They are behaving more like pros, staying invested through volatility and forcing everyone to rethink how India’s stock market really works. In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj in conversation with Mr. Pranav Haridasan, MD …

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#725 The Earnings Story Sinks In As Mid Caps Race Ahead 33:37

26d ago33:37

33:37

On Episode 725 of The Core Report, financial journalist Govindraj Ethiraj talks to Ramesh S Damani, Member at the Bombay Stock Exchange (BSE) as well as Chirag Doshi, Chief investment Officer-Fixed Income at LGT Wealth India. SHOW NOTES (00:00) Stories of the Day (01:00) The earnings story sinks in as mid caps race ahead (03:06) Market watchers are…

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#724 Markets Perk Up On Trade Signals 26:05

27d ago26:05

26:05

On Episode 724 of The Core Report, financial journalist Govindraj Ethiraj talks to Pooja Vijay Ramamurthi, Fellow at Centre for Social and Economic Progress (CSEP) as well as Madhavi Arora, Lead Economist at Emkay Global Financial Services. SHOW NOTES (00:00) The Take (06:17) Markets perk up on trade signals (07:02) Inflation hits record low, what …

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#723 Why Market Analysts Are Changing Their Mind On Indian Markets 31:50

28d ago31:50

31:50

On Episode 723 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjeev Prasad, Managing Director & Co- Head at Kotak Institutional Equities. SHOW NOTES (00:00) Stories of the Day (00:48) Why the more sceptical market analysts are changing their mind on Indian markets (04:59) Is the US taking a step back from its aggressive stanc…

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#722 Why Indian Markets Are Recovering Now 20:47

29d ago20:47

20:47

On Episode 722 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative (GTRI). SHOW NOTES (00:00) Stories of the Day (00:50) Why Indian markets are recovering now (03:14) Goldman upgrades India, reverses October2024 downgrade (05:41) Quality Control Orders and the unease of do…

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#721 Markets Grapple With High Intensity IPO Demand 28:03

30d ago28:03

28:03

On Episode 721 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President–Commercial at Pharmarack as well as Shankkar Aiyar, veteran journalist, columnist and author. SHOW NOTES (00:00) Stories of the Day (00:50) Markets grapple with high intensity IPO demand, the trust factor (06:59) Consumer inflation in I…

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#720 Markets Seek Direction 29:07

1M ago29:07

29:07

On Episode 720 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, Special Advisor, SEA & Chairman at the Asian Palm Oil Alliance (APOA) as well as Amit Pabari, Managing Director at CR Forex Pvt. Ltd. SHOW NOTES (00:00) Stories of the Day (01:00) AI job cuts or AI washing (03:21) Markets seek direction (04:52) India…

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Inside India’s Gig Economy Jobs Growth and Labour Law Shake-Up 46:36

1M ago46:36

46:36

India’s gig economy is rewriting the rules of work. Behind the rapid growth lies a deeper story — one of transformation and tension. The gig economy represents freedom and flexibility for some, uncertainty and precarity for others. In this special series, Eye on Retail, supported by Flipkart, Govindraj Ethiraj explores a conversation that examines …

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#719 Valuation Concerns Are Hanging Over Global Markets 20:52

1M ago20:52

20:52

On Episode 719 of The Core Report, financial journalist Govindraj Ethiraj talks you through the big business stories of the day. We also feature an excerpt from The Core’s How India’s Economy Works, hosted by journalist and author Puja Mehra and featuring Dr. Nisha Taneja, Professor at the Indian Council for Research on International Economic Relat…

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We Assume India Can’t Export to China, But There’s a $161 Billion Market Waiting 30:32

1M ago30:32

30:32

In this episode, journalist and author Puja Mehra speaks with economist Dr. Nisha Taneja, Professor at ICRIER and author of a comprehensive study on India–China trade, about how India can recalibrate its economic relationship with China. Taneja explains why India’s imports from China continue to rise despite policy tightening and geopolitical tensi…

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#718 A Market Peak Is Close But Not Imminent Right Now 29:07

1M ago29:07

29:07

On Episode 718 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia, Director at Kedia Advisory as well as Rahul Mehta, Chief Mentor at CMAI and Managing Director at Creative Garments Pvt. Ltd. SHOW NOTES (00:00) Stories of the Day (01:00) RBI’s aggressive dollar buying is draining liquidity (03:38) A market peak is close …

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#717 Will Indian Markets See A Strong November? 27:57

1M ago27:57

27:57

On Episode 717 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative (GTRI) as well as Ayaz Memon, Veteran Sports Journalist and Commentator. SHOW NOTES (00:00) Stories of the Day (00:50) Will Indian markets see a strong November? (06:44) Indian exporters are now feeling the…

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#716 October was a Good Month for The Markets 29:29

1M ago29:29

29:29

On Episode 716 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre as well as Shankkar Aiyar, Politics Economy Analyst & Author. SHOW NOTES (00:00) The Take: Robots Coming For Our Jobs (06:55) October was a good month for the markets (09:11) Ford is back in India but to manufacture and export…

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#715 Inside The Tata Trust Power Struggle Shaking Corporate India | Govindraj Ethiraj | The Core Report 33:16

1M ago33:16

33:16

#WatchNow | In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Shriram Subramanian, Founder & Managing Director of InGovern Research Services, and Hetal Dalal, President & Chief Operating Officer of Institutional Investor Advisory Services India Limited (IIAS). They unpack the growing tensions and…

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#714 Trump-Jinping Meet After Six Years Won’t Really Help Markets 26:41

1M ago26:41

26:41

On Episode 714 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Ranade, former Chief Economist at Aditya Birla Group and former vice chancellor of the Gokhale Institute of Politics and Economics in Pune as well as, Head - Fixed Income at Kotak Mahindra Asset Management Company. SHOW NOTES (00:00) Stories of the Day (00:50) W…

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#713 Will Trump’s Asia Visit Goodwill Spill Over To India? 18:15

1M ago18:15

18:15

On Episode 713 of The Core Report, financial journalist Govindraj Ethiraj talks to Aamar Deo Singh, Senior Vice President - Equity, Commodity & Currency at Angel One. SHOW NOTES (00:00) Stories of the Day (01:10) Will Trump’s Asia visit goodwill spill over to India? (02:56) Market exuberance rules higher as Nvidia crosses $5 trillion (05:17) It's t…

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#712 Why Is The Global Economy Growing? 32:19

1M ago32:19

32:19

On Episode 712 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Lead Economist at Emkay Global Financial Services as well as Chokkalingam G, Founder at Equinomics Research Pvt Ltd. For our Build on Blockchain segment we feature Suraj Teja, Founder at Sow & Reap. SHOW NOTES (00:00) Stories of the Day (00:50) Why is …

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#711 Are Indian Markets Breaking Out To Aim For Record Highs? 28:44

1M ago28:44

28:44

On Episode 711 of The Core Report, financial journalist Govindraj Ethiraj talks to Mihir Gandhi, Partner and Leader - Payments Transformation and Fintech at PricewaterhouseCoopers Private Limited. We also feature an excerpt of journalist and author Puja Mehra’s conversation with Economist Anoop Singh in her recent episode of How India’s Economy Wor…

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#710 US-India Trade Deal Around The Corner? 24:04

1M ago24:04

24:04

On Episode 710 of The Core Report, financial journalist Govindraj Ethiraj talks to Dheeraj Sinha, Group CEO - India & South Asia at FCB and President of The Advertising Club. SHOW NOTES (00:00) The Take (04:41) Is a US-India trade deal really around the corner? (10:42) Oil markets are sceptical Trump will stay committed to Russian sanctions (11:41)…

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#709 Markets Rise For The 6th Day 20:16

2M ago20:16

20:16

On Episode 709 of The Core Report, financial journalist Govindraj Ethiraj talks to Shalini Pillay, India Leader for the Global Capability Centres segment at KPMG in India. SHOW NOTES (00:00) Stories of the Day (00:50) Markets rise for the 6th day as optimism takes over. (02:49) US sanctions on Russian oil majors will affect India. (06:18) India’s v…

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#708 Gold Prices Reverse Their Manic Run 23:31

2M ago23:31

23:31

On Episode 708 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-founder & Chief Global Strategist at PACE 360 as well as Dr. Jan Mischke, co-author of the report Out of balance: What's next for growth, wealth, and debt? and Partner at the McKinsey Global Institute (MGI). SHOW NOTES (00:00) Stories of the Day (00:50)…

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The Shift from Trade to Public Spending as the New Engine of Growth--and its Bad Timing 25:51

2M ago25:51

25:51

In this episode, Puja Mehra speaks with economist Dr. Anoop Singh, author of Managing Public Finances in a New Global Era: India’s Experiences and Challenges, about how India can strengthen fiscal discipline in an age of slowing trade and rising public debt. Singh explains why the world is shifting from trade-driven to fiscal-driven growth and how …

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#707 Financials Are In and So Are Markets 31:45

2M ago31:45

31:45

On Episode 707 of The Core Report, financial journalist Govindraj Ethiraj talks to Vikas Bansal, CEO at Amazon Pay as well as Nikhil Varma, Technical Lead, India at Algorand. SHOW NOTES (00:00) The Take (07:14) Financials are in and so are markets (08:43) Gold prices ease off but not enough for Diwali (09:26) US-China squabble again, more flights f…

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#706 How Patels Built America’s Motel Empire? | Govindraj Ethiraj | The Core Report 52:17

2M ago52:17

52:17

Indians own more than 60% of America’s hotels. How did the so-called “Patel Motel Cartel” grow from humble mom-and-pop motels to multi-billion-dollar hospitality empires? In this episode of The Core Report Weekend Edition, Govindraj Ethiraj is in conversation with Emmy & Peabody-winning filmmakers Amar Shah and Rahul Rohatgi, directors of The Patel…

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#705 Companies are Investing $1.5 Trillion in IT/AI Infra in the Next 3-4 Years 29:56

2M ago29:56

29:56

On Episode 705 of The Core Report, financial journalist Govindraj Ethiraj talks to Mario Morales, GVP & General Manager, Semiconductors & Enabling Technologies at IDC. SHOW NOTES (00:00) Stories of the Day (00:41) The Markets Jump (02:44) Tech Results Are In (04:34) Semiconductors and AI ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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#704 Surge In Gold And Silver Imports Drives Up India’s Trade Deficit 15:01

2M ago15:01

15:01

On Episode 704 of The Core Report, financial journalist Govindraj Ethiraj talks to John Pearson, Global CEO at DHL Express, from a larger conversation featured in our Weekend Edition. SHOW NOTES (00:00) Stories of the Day (00:50) Surge in gold and silver imports drives up India’s trade deficit (03:55) Oil prices fall on uncertainty but India stands…

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#703 IMF Raises Growth Targets For India 22:13

2M ago22:13

22:13

On Episode 703 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda as well as Vikas Jain, Founder and Chief Investment Officer at Multipl. SHOW NOTES (00:00) Stories of the Day (00:50) LG has blockbuster debut on Indian bourses (03:41) IMF raises growth targets for India (07:41) Deco…

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#702 Are IPO Listings Becoming More Muted? 22:53

2M ago22:53

22:53

On Episode 702 of The Core Report, financial journalist Govindraj Ethiraj talks to Nachiket Mor, Former banker and Visiting Scientist at Banyan Academy of Leadership in Mental Health. SHOW NOTES (00:00) Stories of the Day (01:00) Are IPO listings becoming more muted? (03:39) Silver sees historic short squeeze in London as gold prices continue to ri…