Best Govind Ethiraj Podcast Podcasts (2025)

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#687 Why Is HSBC Overweight On India? 31:51

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4h ago31:51

31:51

On Episode 687 of The Core Report, financial journalist Govindraj Ethiraj talks to Poorva Chothani, Founder and Managing Partner - U.S. and Indian Immigration Law at LawQuest as well as Deepak Ballani, Director General at Indian Sugar Bio-energy Manufacturers Association (ISMA). SHOW NOTES (00:00) The Take (06:07) Why is HSBC overweight on India? (…

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#686 Why Markets Are Directionless Again 25:23

10h ago25:23

25:23

On Episode 686 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as Ajay Kedia, Director at Kedia Advisory. SHOW NOTES (00:00) Stories of the Day (00:50) Why markets are directionless again (08:20) Silver has already risen 50% this year and why…

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India’s Outsized Efforts for Outsized Growth Ambitions with Aurélien Kruse 36:00

22h ago36:00

36:00

In this episode, economic journalist and author Puja Mehra speaks to Aurélien Kruse, Lead Economist of the Economic Policy team in India at the World Bank and lead author of its recent report on India. The conversation unpacks how India can break out of the middle-income trap, why small firms struggle to scale up, and what stalled reforms on land, …

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#685 Markets Mostly Fend Off H-1B Shock 31:45

1d ago31:45

31:45

On Episode 685 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Expert, Dhairyashil Patil as well as President at the All India Consumer Products Distributors Federation (AICPDF). We all feature an excerpt from our series ‘Eye on Retail’. SHOW NOTES (00:00) Stories of the Day (01:00) Markets mostly fend…

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BONUS: The Commerce Shift – How Digital Retail is Redefining India 38:34

2d ago38:34

38:34

India is now the world’s number two online shopping nation with over 270 million digital shoppers and a $60 billion e-commerce market that is only getting started. But what makes India’s digital retail story unique, and how will it reshape global business? We’re kicking off a brand-new series, Eye on Retail, supported by Flipkart, with a power-pack…

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#684 Markets Will Brace For IT Stock Hit 36:41

2d ago36:41

36:41

On Episode 684 of The Core Report, financial journalist Govindraj Ethiraj talks to S. Ramesh, former chairman of the Central Board of Indirect Taxes and Customs, Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP as well as Nikhil Varma, Technical Lead, India at Algorand. SHOW NOTES (00:00) The Take (04:12) Markets will brace for IT sto…

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#683 How Long Can The AI Stock Rally Really Last | Investors Beware | Govindraj Ethiraj | The Core Report 30:18

5d ago30:18

30:18

#watchnow | Is the AI stock rally unstoppable or already running on borrowed time? Since the launch of ChatGPT, markets have added trillions in value, fueled by tech giants like NVIDIA, Amazon, Tesla, Meta, and Oracle. But can this AI boom really last, or is it the next bubble investors should beware of?In this episode of The Core Report Special Ed…

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#682 The 4 Step Solution To Meet India's Energy Demands | Govindraj Ethiraj | The Core Report 59:13

4d ago59:13

59:13

#watchnow | India wants reliable power without price shocks. In this conversation on The Core Report Weekend Edition, Govindraj Ethiraj talks with Atanu Mukherjee of Dastur Energy about a practical four step path to real energy security. Clear choices. Real trade offs. Actionable ideas for policy makers, industry leaders, and investors.What you wil…

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#681 The Markets Rise On Tariff Developments 32:38

5d ago32:38

32:38

On Episode 681 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Prothi, Director General at Coalition for Disaster Resilient Infrastructure as well as Ambareesh Baliga, Veteran Market Expert. SHOW NOTES (00:00) Stories of the Day (00:50) The markets rise on tariff developments and rate cuts (04:26) How far can domestic flows…

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#680 Markets Rise Again On Tariff Talks 21:33

6d ago21:33

21:33

On Episode 680 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, Executive Vice President (Media, Retail, Consumer Discretionary & Internet) at Elara Capital. SHOW NOTES (00:00) Stories of the Day (01:00) Markets rise again on tariff talks (02:22) How it’s been a year and the markets have not gone anywhere (05:02) W…

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#679 Markets Are Buoyant As Indices Hit Two Month Highs 34:36

7d ago34:36

34:36

On Episode 679 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded as well as Ashwin Mehta, Head of Research at Ambit Institutional Equities. SHOW NOTES (00:00) The Take (03:53) Markets are buoyant as indices hit two month highs, should we thank trade optimism. (08:4…

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#678 'Run it hot', The Wall Street Theme Playing Out Here Too 35:40

8d ago35:40

35:40

On Episode 678 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Kedia is the Founder and Director of Kedia Capital Services as well as Rajiv Mitra, Food and Dairy industry expert. We also feature excerpts from a recent panel discussion on AI and Agentic AI with several business leaders at Season 9 of the Accenture B School C…

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#677 The Tariff Overhang Continues 19:49

9d ago19:49

19:49

On Episode 677 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Varma, Technical Lead, India at Algorand. SHOW NOTES (00:00) The Take (04:12) The tariff overhang continues but markets have forgotten them (09:05) How real world enterprises are building on blockchain (18:21) The rains are leaving early https://www.investing-…

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#676 From Zero To 400,000 Tonnes The Epic Comeback Of Maggi Noodles | Govindraj Ethiraj | The Core Report 41:21

13d ago41:21

41:21

From zero to a powerhouse again, this is the inside story of Maggi noodles in India. Former Nestlé India chief Suresh Narayanan shares how a beloved brand fell, rebuilt trust, and scaled to about 400,000 tonnes a year. We explore GST rate cuts, inflation pressure on middle India, premiumization, digital first marketing, e commerce distribution, and…

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#675 Is India Riding A Global Market Boom Or Trailing It? 31:48

12d ago31:48

31:48

On Episode 675 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder at Global Trade Research Initiative as well as Gulam Zia, Executive Director at Knight Frank. SHOW NOTES (00:00) Stories of the day (01:00) Is India riding a global market boom or trailing it? (06:17) Welcome to a decade of dust as over 910 s…

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#674 Markets Jump Again 27:00

13d ago27:00

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On Episode 674 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Pathak, Research Director at Counterpoint Research as well as Pushan Sharma, Director at Crisil Intelligence. SHOW NOTES (00:00) The Take (04:31) Markets jump again as Trump appears to smoke a peace pipe. (07:04) No GST rate cuts on mobile phones but sales are …

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The GST Reform India Needs but Didn’t Get with Arbind Modi 1:00:34

14d ago1:00:34

1:00:34

In this episode, economic journalist and author Puja Mehra speaks to Arbind Modi, retired IRS officer and Senior Economist at the IMF and one of the chief architects of India’s Goods and Services Tax (GST), about what India’s broken tax system means for its growth ambitions. The conversation explores how GST’s design flaws have hurt competitiveness…

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#673 The Markets Return To Pre 50% Tariff Levels 21:55

14d ago21:55

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On Episode 673 of The Core Report, financial journalist Govindraj Ethiraj talks to Anuj Gupta, Commodity Expert, Suresh Narayanan, former Chairman and Managing Director of Nestle India as well as Apoorva Bajaj, Founder of Edubuk. SHOW NOTES (00:00) Stories of the Day (01:00) The markets return to pre 50% tariff levels as economy appears to absorb s…

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#672 Markets Fail To Hold Onto Gains 30:22

15d ago30:22

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On Episode 672 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President, FADA as well as Adam Wolfe, Emerging Markets Economist at Absolute Strategy Research (ASR). SHOW NOTES (00:00) Stories of the Day (01:00) Markets fail to hold onto gains, steel, auto stocks shine (02:52) India is set to outstrip China in oi…

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#671 Markets Are Losing Steam but Other Assets Are Volatile 31:40

16d ago31:40

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On Episode 671 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Varma, Technical Lead, India at Algorand, Sheetal Sapale, Vice President–Commercial at Pharmarack as well as Ganesan Ramachandran, Managing Director and Lead - Industry Groups at Accenture. SHOW NOTES (00:00) Stories of the Day (01:00) Markets are losing steam…

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#670 GST 2.0 Reforms India’s Bold Tax Move & the Hidden Fine Print | Govindraj Ethiraj | The Core Report 33:13

20d ago33:13

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In this Weekend Edition of The Core Report, Govindraj Ethiraj sits down with S Ramesh, former CBIC Chairman, and Krishan Arora, Head of Indirect Tax at Grant Thornton Bharat, to decode India’s bold new GST reforms. From slashed rates on food, cars, medicines, and apparel to a tough new 40% slab on luxury goods, GST 2.0 is rewriting the rules of con…

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#669 Stocks Jump On GST Rate Cuts 31:30

19d ago31:30

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On Episode 669 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas, Madhavi Arora, Lead Economist at Emkay Global Financial Services as well as Kaushik Sanyal, Managing Director for Data & AI, India at Accenture. SHOW NOTES (00:00) Stories of the Day (01:00) Stocks jump on GST rate cuts, cl…

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#668 Global Bond Markets Are Wobbling Again 22:52

20d ago22:52

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On Episode 668 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashant Agarwal, Co-Founder and JMD at Wazir Advisors as well as Paul Hickin, Chief Economist and Editor-in-Chief at Petroleum Economist. SHOW NOTES (00:00) Stories of the Day (01:09) Global bond markets are wobbling again, India gains in anticipation of GST rate cu…

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#667 Markets Take A Pause As They Digest Tariffs 30:23

21d ago30:23

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On Episode 667 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre as well as Cameron Johnson, partner at Tidalwave Solutions and a global supply chain strategist. SHOW NOTES (00:00) Stories of the Day (00:41) Market pause (04:33) Bonhomie and camaraderie in Tianjin, now what? (13:05) The new…

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#666 Markets Start September On A Strong Note 27:48

22d ago27:48

27:48

On Episode 666 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Deborah Elms, Head of Trade Policy, Hinrich as well as Rajesh Cheruvu, Managing Director & Chief Investment Officer at LGT Wealth India. SHOW NOTES (00:00) Stories of the Day (00:50) Markets start September on a strong note. Will they hold? (02:12) September rains…

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#665 "Re-Globalisation Without America”: Richard Baldwin 33:06

23d ago33:06

33:06

On Episode 665 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Richard Baldwin, Editor in Chief, VOXEU. SHOW NOTES (00:31) A Quick Wrap (09:44) Why Trump’s Tariffs Are Unlike Anything Since World War II (13:48) The Myth of Bringing Back Manufacturing Jobs (15:26) Ripple Effects: Cascading Protectionism and Domino Liberalisati…

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#664 The Markets Can Get It Wrong 21:47

26d ago21:47

21:47

On Episode 664 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert. SHOW NOTES (00:00) Stories of the Day (00:41) The markets can get it wrong as they did with Trump tariffs. (02:19) Why investors should temper their expectations. (03:20) How much did India really gain from Russian oil imports? (06:18) The …

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Why India’s Russian Oil Imports are Suddenly Bugging Trump with Suhasini Haidar 35:50

27d ago35:50

35:50

In this episode, journalist Puja Mehra speaks to Suhasini Haidar, Diplomatic Affairs Editor of The Hindu, about what India’s failed trade deal with Donald Trump reveals about the country’s foreign policy. The discussion unpacks how India balances principles with pragmatism in global negotiations, the costs of missed opportunities in its own neighbo…

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#663 Is India the Only Major Market Now Running on Fundamentals? 19:59

29d ago19:59

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On Episode 663 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhakar Kudva, Director and Principal Officer - Portfolio Management Services at Samvitti Capital. SHOW NOTES (00:00) Stories of the Day (00:50) India braces for tariff bomb. RBI Governor assures support. (07:00) India’s oil imports fall year on year and month on m…

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#662 Markets Hold Up Last Week 29:06

1M ago29:06

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On Episode 662 of The Core Report, financial journalist Govindraj Ethiraj talks to Rama Bijapurkar, Author of ‘Lilliput Land: How Small is Driving India’s Mega Consumption Story.’ SHOW NOTES (00:00) The Take (05:57) Markets hold up last week..stability ahead. (11:52) India’s aspirational middle class is exhausted. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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#661 "My MBA Thesis Became Suzlon Energy" The Untold Story of Girish Tanti | Govindraj Ethiraj | The Core Report 1:01:00

1M ago1:01:00

1:01:00

This weekend on The Core Report: Govindraj Ethiraj sits down with Girish Tanti, Co-Founder & Vice Chairman of Suzlon Group, to trace the unlikely origins of one of India’s most iconic renewable energy companies. What began as Girish’s unfinished MBA thesis — the bold idea of setting up a wind energy company in India — became Suzlon Energy, a ventur…

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#660 The Markets Rise For The 6th Straight Day 35:39

1M ago35:39

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On Episode 660 of The Core Report, financial journalist Govindraj Ethiraj talks to K Ramakrishnan, Managing Director - South Asia at Worldpanel by Numerator as well as Ashok Malik, Partner at The Asia Group, and former Policy Advisor, MEA. SHOW NOTES (00:00) Stories of the Day (01:19) The markets rise for the 6th straight day (03:30) India is large…

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#659 Markets Rise for the 5th Day on Easing Tariff Fears 26:46

1M ago26:46

26:46

On Episode 659 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at Crisil Ratings as well as Ananay Jain, Partner at Grant Thornton Bharat. SHOW NOTES (00:00) The Take (04:31) Markets rise for the 5th day on easing tariff fears. (07:29) Government initiates laws to ban real money gaming (16:07) Why are te…

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#658 The Markets Ride On Macro Bliss 23:37

1M ago23:37

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On Episode 658 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO at Ananta Aspen Centre as well as Chandrima Chatterjee, Secretary General at the Confederation of Indian Textile Industry (CITI). SHOW NOTES (00:00) Stories of the Day (01:27) The markets ride on macro bliss and expectations of a solution to Russi…

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#657 How A Combo Tax Package Is Keeping The Markets Happy 25:57

1M ago25:57

25:57

On Episode 657 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO, India, SEA, MEA at CBRE as well as Paul Hickin, Chief Economist and Editor-in-Chief Petroleum Economist. SHOW NOTES (00:00) Stories of the Day (00:50) How a combo tax package is keeping the markets happy (04:13) Corporate earnings o…

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#656 Markets Set To Benefit From Positive Cues 26:56

1M ago26:56

26:56

On Episode 656 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Jain, Deputy Managing Partner at Economic Laws Practice (ELP) as well as Prashanth Agarwal, Partner at PwC. SHOW NOTES (00:00) The Take (06:17) Markets set to benefit from positive cues including GST-led consumption boost. (10:19) GST will be a Rs 40,000 crore …

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#655 Indias Plan B To Beat Us Tariff Crisis | The Core Report 37:12

1M ago37:12

37:12

India’s Plan B: Surviving A 50% US Tariff Threat What happens when US tariffs on Indian goods could hit 50% by the end of August? In this episode of The Core Report Weekend Edition, Govindraj Ethiraj talks to Rahul Mehta from Clothing Manufacturers Association of India and Ajay Srivastava from Global Trade Research Institute about how exporters can…

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Trump Has Reset India and the World for at Least the Next 15 Years 44:22

1M ago44:22

44:22

In this episode, author and journalist Puja Mehra speaks to Neelkanth Mishra, Chief Economist at Axis Bank, about the lessons India can draw from past currency wars to navigate the turbulent years ahead. They discuss how, in the decade after the collapse of the Bretton Woods system, countries devalued their currencies to gain trade advantages—and h…

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#654 Will India Join The Global Stock Rally Party? 30:52

1M ago30:52

30:52

On Episode 654 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director - S&P Global Mobility, India & ASEAN. We also feature an excerpt from Puja Mehra’s recent interview with Neelkanth Mishra from our show How India’s Economy Works. SHOW NOTES (00:00) Stories of the Day (01:01) Will India join the global stock ra…

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#653 Markets Struggle To Make Up Their Mind 23:59

1M ago23:59

23:59

On Episode 653 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP at Geojit Financial Services. We also feature an excerpt from our Interview with Abhijit Pegu, co-founder of LW3. SHOW NOTES (00:00) Stories of the Day (00:50) Markets struggle to make up their mind (10:24) Inflation is now 1.55% and food infl…

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#652 Markets Appear To Price In The Worst Of Trump Tariffs 26:28

1M ago26:28

26:28

On Episode 652 of The Core Report, financial journalist Govindraj Ethiraj talks to Viral Desai, Senior Executive Director at Knight Frank as well as Sugandha Sachdeva, Founder at SS WealthStreet. SHOW NOTES (00:00) Stories of the Day (00:50) Markets appear to price in the worst of Trump tariffs as domestic flows stay strong. (07:02) Where could gol…

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Global Upheaval, National Ambition: India’s Policy Shifts in a Time of Flux 35:20

1M ago35:20

35:20

In this episode, author and journalist Puja Mehra speaks to economist Dr. Rajiv Kumar about his new book “Everything All At Once: India and the Six Simultaneous Global Transitions” co-authored with Ishan Joshi. The book argues that at a time the world is in a geoeconomic and technological flux, India’s development goals cannot be met through “busin…

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#651 Labour-Intensive Industries Are Now Panicking 27:04

1M ago27:04

27:04

On Episode 651 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Rotti, Founder and CEO of Tax Compaas. We also feature an excerpt from an upcoming episode of How India’s Economy Works, where economic journalist Puja Mehra speaks to economist Rajiv Kumar about his latest book. SHOW NOTES (00:00) The Take (05:48) Labour-intens…

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#650 What Will It Take For India To Mend US Trade Relations | Govindraj Ethiraj | The Core Report 46:05

2M ago46:05

46:05

In this episode of The Core Report Weekend Edition, we ask the big question — what will it take for India to repair US trade relations? In this high-stakes conversation, leading voices in diplomacy, economics, and foreign affairs unpack the standoff between India and the United States. Is this really about tariffs and trade policy, or is it driven …

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#649 Indian Markets Bet On A Solution To India-US Tariff War 29:17

2M ago29:17

29:17

On Episode 649 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Executive Vice President at Elara Securities (India) as well as C S Vigneshwar, President at FADA. SHOW NOTES (00:00) Stories of the Day (00:50) Indian markets bet on a solution to India-US tariff war (04:36) Which sectors are really affect…

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#648 Are Stock Markets Getting Used To Tariff Uncertainty? 32:01

2M ago32:01

32:01

On Episode 648 of The Core Report, financial journalist Govindraj Ethiraj talks to Madan Sabnavis, Chief Economist at Bank of Baroda as well as Ayaz Memon, veteran sports journalist and commentator. SHOW NOTES (00:00) Stories of the Day (01:00) Can the stock markets now shrug off the 25% plus 25% tariffs that we are now facing for Indian exports in…

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#647 Indian Markets Have A Bigger, Earnings Challenge 32:29

2M ago32:29

32:29

On Episode 647 of The Core Report, financial journalist Govindraj Ethiraj talks to Moses Harding John, President & CEO at IndusInd International Holdings Limited, Mauritius as well as Chirag Doshi, Executive Director, LGT Wealth India. SHOW NOTES (00:00) Stories of the Day (01:00) Indian markets have an earnings challenge (03:49) How Wall Street’s …

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#646 Could The Sensex Hit 100,000 By Next Year? 28:26

2M ago28:26

28:26

On Episode 646 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President at Seafood Exporters Association of India as well as Vaibhav Sanghavi, CEO of ASK Hedge Solutions. SHOW NOTES (00:00) Stories of the Day (00:50) Could the Sensex hit 100,000 by next year? (02:40) The rupee falls despite the dollar index also go…

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#645 Markets Continue To Reel From FII Selling And Weak Cues 28:46

2M ago28:46

28:46

On Episode 645 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, Chief Executive Officer, Ananta Centre as well as Shankkar Aiyar, veteran economic journalist, columnist and author. SHOW NOTES (00:00) Stories of the Day (00:50) Markets continue to reel from FII selling and weak cues. (05:49) Rising gold demand sugg…

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#644 US Latest Tariff Threats Point To Failure In Negotiations 33:24

2M ago33:24

33:24

On Episode 644 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Strategist at Q India UK as well as Ajay Srivastava, Founder at Global Trade Research Initiative. SHOW NOTES (00:00) Stories of the Day (03:24) US latest tariff threats point to failure in negotiations (07:15) Who will get most hurt by …