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More Downgrades are Hitting Indian Markets
JP Morgan has downgraded Indian equities to neutral amidst elevated valuations relative to emerging market peers
India’s Cash Economy vs UPI: Why ATM Usage and Currency in Circulation Are Growing
In this week’s The Core Report Special Edition, Govindraj Ethiraj speaks with Rajiv Kaul, Chief Executive Officer of CMS Info Systems, about why cash continues to grow in India despite rapid digitisation, the complex logistics behind managing one of the world’s largest ATM networks, and how technology, retail cash flows, and AI-led security systems are reshaping the future of financial infrastructure.
The Nuclear Bet that Could Power India’s Future
The war is in a strange holding zone, with the United States evidently holding back from dropping more bombs and sticking to its ceasefire status
The Markets Dip as Peace Talks are a No Show
There are calls for more opening up of India's economy to capital investors to build long term buffers
India Stocks Gain as Timeline Fatigue Continues
Indian markets continue to experience "timeline fatigue"
The Markets are Back on Standby
Iran is wary of the United States, for good reason, given how recent events have evolved
Resumption of Peace Talks will Provide a Floor to The Markets
The markets are running way ahead of reality
Can Biofuels Solve India’s Energy Gap? The Promise And Logistics Behind Biomass At Scale
In this week’s The Core Report Weekend Edition, Govindraj Ethiraj speaks with Suhas Baxi, Co-Founder and Chief Executive Officer, BiofuelCircle, about how biofuels are emerging as a scalable solution to India’s energy challenges from converting agricultural residue into fuel to building the complex supply chains needed to power a cleaner, more self-reliant energy future.
Global Markets Ride on Unbelievable Exuberance
Stock markets at this time, particularly Wall Street, are not the best benchmark for assessing overall risk appetite and behaviour
The Markets Cheer the Words but Actions suggest Otherwise
The US blockade of Iranian ports is now fully into effect, completely cutting off Tehran's international sea trade
A Bigger Worry For Oil: Demand Destruction
Iran and the United States may speak again in a few days even as a US blockade on Iranian ships has started off
Why Markets might Absorb the Ceasefire Talk Breakdown in Their Stride
Markets like India are beginning to see the West Asia Conflict as a long war
Host
Govindraj Ethiraj
Govindraj Ethiraj is a television & print journalist and Editor of www.thecore.in, a multi-platform business news venture focussed primarily on traditional economy and financial markets. He also founded IndiaSpend.org & Boomlive.in, data journalism and fact check initiatives. Previously, he was Founder-Editor in Chief of Bloomberg TV India, a 24-hours business news service launched out of Mumbai in 2008. Prior to setting up Bloomberg TV India, he worked with Business Standard newspaper as Editor (New Media) and spent around five years each with CNBC-TV18 & The Economic Times. He is a Fellow of The Aspen Institute, Colorado, a McNulty Prize Laureate 2018 & a winner of the BMW Foundation Responsible Leadership Awards for 2014. He is a Member, World Economic Forum’s Global Future Council on Information Integrity, 2025.
