Best Govindraj Ethiraj Podcasts (2025)

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

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5d 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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#679 Markets Are Buoyant As Indices Hit Two Month Highs 34:36

2h ago34:36

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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

2h ago35:40

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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

8h ago19:49

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

4h ago31:48

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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

7d 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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#673 The Markets Return To Pre 50% Tariff Levels 21:55

2d 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

7h 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

10d 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

13d 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

5d 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

14d 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

7d 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

10d ago27:48

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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

10d ago33:06

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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

13d ago21:47

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

16d 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

17d 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

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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

20d 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

26d ago26:46

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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

27d 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

28d ago25:57

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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

29d ago26:56

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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

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

1M ago30:52

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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

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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

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

1M ago27:04

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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

1M ago46:05

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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

1M ago29:17

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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

1M ago32:01

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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

1M ago32:29

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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

1M ago28:26

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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

1M ago28:46

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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

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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 …

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#643 Indian Markets Have Not Changed Much In The Last Year 28:40

2M ago28:40

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On Episode 643 of The Core Report, financial journalist Govindraj Ethiraj talks to G Chokkalingam, Founder at Equinomics Research as well as Vivek Kumar, Economist at QuantEco Research. SHOW NOTES (00:00) Stories of the Day (01:00) India should brace for 25% tariffs on exports to the US (05:15) Indian markets are up but they have not changed much i…

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#642 The Markets Reverse Three Day Losing Streak 22:23

2M ago22:23

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On Episode 642 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Jain, Director at Dolat Capital. SHOW NOTES (00:00) Stories of the Day (01:09) A Short Take (04:20) The markets reverse three day losing streak (06:02) Indian IT companies are downsizing, does that make them more attractive as investments? (16:19) India is set …

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#641 Indian Markets Are Falling Even As Wall Street Hits Records 22:25

2M ago22:25

22:25

On Episode 641 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert. SHOW NOTES (00:00) Stories of the Day (02:41) Oil analysts are predicting more supply in the market which should keep prices stable to low. (03:49) Indian markets are falling even as Wall Street hits records, decoding the latest. (19:52) US…

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#640 Uncertain Markets Brace For Fresh IPO Supply 21:02

2M ago21:02

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On Episode 640 of The Core Report, financial journalist Govindraj Ethiraj talks to Pallavi Bakhru, Partner and India-UK Corridor Leader at Grant Thornton Bharat. SHOW NOTES (00:00) The Take (05:00) Uncertain markets brace for fresh IPO supply (06:49) TCS is downsizing, to reduce 2% of its workforce. (08:35) India and the UK have a trade deal. What …

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#639 Will Strong Reliance Results Shift Market Mood? 27:10

2M ago27:10

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On Episode 639 of The Core Report, financial journalist Govindraj Ethiraj talks you through the top news stories in business. We also feature excerpts from our recent interviews with CS Randhawa, President at the Federation of Indian Pilots (FIP), Captain Sam Thomas, President at the Air Line Pilots’ Association and Adosh Sharma, Country Commercial…

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#638 What Really Caused The Air India Crash? Pilots Speak Out | Govindraj Ethiraj | The Core Report 40:45

2M ago40:45

40:45

In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with veteran pilots Captain CS Randhawa and Captain Sam Thomas to uncover the deeper truth behind the Air India Boeing 787 crash that killed 260 people. As global media fuels speculation, this conversation goes beyond headlines. Why was only 2 seconds …

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#637 Secrets IKEA Learned Visiting Indian Homes for 6 Years | Adosh Sharma | The Core Report 38:02

2M ago38:02

38:02

In this episode of The Core Report Weekend Edition, financial journalist Govindraj Ethiraj speaks with Adosh Sharma, Country Commercial Manager at IKEA India, about how deep, on-the-ground insights from Indian families are transforming IKEA’s approach to design, retail, and sustainability. Learn how Indian living habits, cultural rhythms, and urban…

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#636 Why IT Stocks Are Pulling The Indices Down 35:52

2M ago35:52

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On Episode 636 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashvin is the Chief Strategy Officer for Consulting in Deloitte Asia Pacific as well as Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP. SHOW NOTES (00:00) Stories of the Day (05:12) Why IT stocks are pulling the indices down (15:33) A top Sebi officia…

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#635 Why India's Retail Traders Lose Money In Derivatives 28:21

2M ago28:21

28:21

On Episode 635 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajashree Sarna, Partner, Grant Thornton Bharat as well as Ashish Nanda, President and Digital Business Head at Kotak Securities. SHOW NOTES (00:00) Stories of the Day (00:50) Indian markets in consolidation mode (03:32) First signs of tariff impact on the US economy…

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#634 Markets Snap Four Day Losing Streak 34:12

2M ago34:12

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On Episode 634 of The Core Report, financial journalist Govindraj Ethiraj talks to Naushad Forbes, Chancellor of Nayanta University and Co-Chairperson of Forbes Marshall. We also feature an excerpt from our extended discussion with Algorand’s Technical Lead for India, Nikhil Varma and Anil Kakani, VP and India Head at the Algorand Foundation in our…

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#633 Indian Markets Want High Frequency Algo Traders Back 15:21

2M ago15:21

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On Episode 633 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist, Emkay Global Financial Services. SHOW NOTES (00:00) Stories of the Day (00:41) Indian markets want high frequency algo traders back (03:52) Silver is now the preferred metal, even over gold (04:45) Inflation hits six year low (13:05) D…

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#632 Have Markets Completely Discounted Trump Tariffs? 28:30

2M ago28:30

28:30

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 dis…

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#631 What The Air India Crash Report Isn’t Telling You 28:33

2M ago28:33

28:33

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 engi…

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#630 The Hidden Risks in India’s Top Consumer Brands Revealed 56:54

2M ago56:54

56:54

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 comp…