Best Govindraj Ethiraj Podcasts (2025)

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

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5d 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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#719 Valuation Concerns Are Hanging Over Global Markets 20:52

36m ago20:52

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

2h ago29:07

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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

16h 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

1d ago29:29

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

5d ago26:41

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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

6d ago18:15

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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

7d ago32:19

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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

8d 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

9d ago24:04

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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

12d ago20:16

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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

13d ago23:31

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

16d ago31:45

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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

18d 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

20d ago29:56

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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

21d ago15:01

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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

22d ago22:13

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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

23d ago22:53

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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…

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#701 Trump Reminds Everyone He Is Still A Market Mover 32:01

23d ago32:01

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On Episode 701 of The Core Report, financial journalist Govindraj Ethiraj talks to Satish Dondapati, Fund Manager - ETF at Kotak Asset Management Company Ltd as well as Nikhil Varma, Technical Lead, India at Algorand. SHOW NOTES (00:00) Stories of the Day (01:00) Trump reminds everyone he is still a market mover (08:08) Fresh signs of overheating i…

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#700 India’s Big Manufacturing Moment: Why DHL Sees Huge Opportunity? | Govindraj Ethiraj | The Core Report 37:22

26d ago37:22

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In this Episode Of The Core Report Weekend Edition, Govindraj Ethiraj In Conversation With John Pearson, Global CEO, DHL Express. India’s big manufacturing moment feels real. Global supply chains are shifting. DHL is watching demand move from China to Vietnam, from Asia to the Middle East, and into ASEAN. Hear how exporters can protect margins, win…

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#699 Global Markets Continue To Stay Strong 27:33

27d ago27:33

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On Episode 699 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President at Pharmarack as well as Deepak Maheshwari, Senior Policy Advisor at the Centre for Social and Economic Progress (CSEP). SHOW NOTES (00:00) Stories of the Day (01:00) Global markets continue to stay strong (02:41) Falling food prices ar…

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#698 Why Investors Are Worrying Over Rising Gold Prices 24:25

28d ago24:25

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On Episode 698 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head, Research, Currency and Commodity, Kotak Securities as well as Sidharath Kapur, Founder and Board Member at Refex Airports and Transportation. SHOW NOTES (00:00) Stories of the Day (00:41) Why investors are worrying over rising gold prices (04:…

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#697 Why Are The Markets Rising Right Now? 26:55

29d ago26:55

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#696 You Can Bet On Hundreds Of Stocks or Just On Gold 25:15

30d ago25:15

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#695 Markets Brace for a $5 Billion IPO Rush 30:46

1M ago30:46

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On Episode 695 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Dayal, founder at Quantum Advisors as well as Vinit Bolinjkar, Head of Research at Ventura Securities Ltd. SHOW NOTES (00:00) The Take (06:26) Markets brace for a $5 billion IPO rush even as regulators smoothen the path (09:40) Domestic institutional buying is m…

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#694 How Ecommerce Is Recharging India’s Economy and Jobs | Govindraj Ethiraj | The Core Report 44:14

1M ago44:14

44:14

In this episode, Govindraj explores how digital commerce is transforming consumption, jobs, investment, and exports in India. With over 250 million online shoppers today — and a projected 425 million by 2027 — ecommerce isn’t just a side story; it’s a growth engine ready to be unlocked. Our guest, R. Chandrasekhar, Chairperson of the Centre for the…

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#693 Markets Stage A Rebound 27:17

1M ago27:17

27:17

On Episode 693 of The Core Report, financial journalist Govindraj Ethiraj talks to Chakri Lokapriya, Chief Investment Officer at LGT Wealth Management as well as Dr. Nikhil Varma, Technical Lead, India at Algorand.. SHOW NOTES (00:00) Stories of the Day (00:50) Markets stage a rebound (15:48) The Reserve Bank brings the banking system closer to the…

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#692 Foreign Investors Are Dumping Stocks 25:23

1M ago25:23

25:23

On Episode 692 of The Core Report, financial journalist Govindraj Ethiraj talks to Nandivardhan Jain, CEO at Noesis Capital Advisors. SHOW NOTES (00:00) Stories of the Day (01:29) Foreign investors are dumping stocks like no tomorrow (06:23) Why gold and silver imports are rising despite high prices (09:14) India signs a trade agreement with four E…

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#691 Why Indian Markets Are Still Under Pressure 29:50

1M ago29:50

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On Episode 691 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Jain, Partner at Economic Laws Practice. We also feature an excerpt from our recent weekend edition featuring energy expert Dr Anas Al Hajji. SHOW NOTES (00:00) Stories of the Day (00:50) Why Indian markets are still under pressure (02:23) Why global investors …

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#690 Markets See Steepest Fall In Six Months 24:46

1M ago24:46

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On Episode 690 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajit Ranade, former Group Exec President & Chief Economist at Aditya Birla Group and now Senior Fellow, Pune International Centre. SHOW NOTES (00:00) The Take (06:17) Markets see steepest fall in six months (08:27) BRICS backed bank may issue rupee denominated bonds …

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#689 The Truth About India’s Oil Future and Global Power Moves | Govindraj Ethiraj | The Core Report 35:13

1M ago35:13

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India’s oil future is being shaped by global power moves and hidden agendas. What does this mean for the Indian economy and global energy security. In this episode of The Core Report Weekend Edition, Govindraj Ethiraj will be in conversation with energy expert Dr Anas Al Hajji to uncover the real story behind India’s dependence on Russian oil, US t…

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#688 Why The H-1B Visa Issue Has Hit The Markets 30:37

1M ago30:37

30:37

On Episode 688 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddharth Vora, Head of Quant and Fund Manager at PL Asset Management. We also feature an excerpt from our series Manthan by Sahamati. SHOW NOTES (00:00) Stories of the Day (01:00) Why the H1B visa issue has hit the markets more than the 50% tariffs (02:53) Even as t…

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

1M 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

1M ago25:23

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

1M 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

1M 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

1M ago36:41

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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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M ago27:00

27:00

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

2M ago21:55

21:55

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

2M ago30:22

30:22

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

2M ago31:40

31:40

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…