"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 saying. At a time when the Sensex and Nifty are near record highs and small caps are still buzzing, Devina explains why most real portfolios are not at all time highs and why equity returns are always lumpy, not smooth.If you are an India based professional trying to make sense of markets after September 2024 and into 2025, this conversation will help you see through the noise. Devina breaks down narrow markets, small cap euphoria, IPO frenzy, global investing, AI hype and why missing just a few big days in the market can destroy long term wealth. She also explains why buy and forget can be dangerous, how to think about asset allocation, and why stop loss and risk management matter more than stock tips.You will hear insights on• Indian stock market cycles and what index levels do not show• Small caps, micro caps and the math behind 80 percent drawdowns• IPO booms, anchor investors, FOMO and overpriced listings• Global diversification, the US tech and AI story, and where risk is building• Practical ways Indian investors can build resilient long term portfoliosPerfect for listeners interested in Indian equity markets, personal finance, global investing, financial services, consulting, business strategy and serious wealth building.Thank you for watching this deep dive into the biggest investor mistake and why loving your stocks can hurt long term wealth. Stay tuned for more insights on Indian stock markets, small caps, IPO trends, global investing, AI driven markets and smart risk management. Keep learning, keep questioning and keep building resilient portfolios.#IndianStockMarket #InvestingTips #RiskManagement #PersonalFinance #WealthBuilding #TheCoreReport #TheCore

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 $30 Billion to Stem Slide

(04:54) Nifty’s Record Calm Defies Rupee’s Run as Asia’s Worst Currency

(18:58) Oil Slides to $63 on Ukraine Ceasefire Hopes, Aiding India Margins. The IEW Segment

(20:12) Mahindra Challenges Tata’s EV Dominance With New $22,000 SUV

(21:39) KKR Sees $7 Trillion AI Boom as ‘Industrial Revolution,’ Not Bubble

(25:00) Feedback

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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

(11:28) The Government wants you to take note of the small reform doses

(24:24) India’s rare earth magnet push

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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 battle between Google and Nvidia and why it affects us and the shocking story about Taiwan’s chip boom.

(10:52)India’s Q2 GDP growth could come in at 7.2%

(12:11)Can oil really fall to $30 a barrel, as JP Morgan says.

(14:04)Steel prices are high because of import duties and does it affect all downstream steel users?

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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 did the RBI step back from currency markets last week?

(11:06) A global merger deal driven by a race for copper falls apart

(14:02) What are US CEOs saying about high import tariffs

(16:38) How Indians are shifting towards secured credit and bigger ticket loans

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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 – Operating Model & Organizational Design, Global 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 an all time low as the Reserve Bank steps back.

(08:43) American oil producers could struggle in a $60 oil world.

(10:44) What will companies have to do to comply with the New Labour Codes?

(22:10) What does it take to set up a GCC?

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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 is expanding even as the world slows and this conversation reveals why it is becoming one of the strongest drivers of India’s next growth wave.

The discussion dives into the rise of high value service exports, the global trade reset, the China export surge, the risks building into 2026, and the pressures created by a slower world economy. The insights are grounded in data and offer a clear view of how India’s services engine is cushioning the economy at a time when manufacturing and global demand face new challenges.

This episode goes deeper into how technology, AI and global capability workstreams are changing the quality of Indian jobs and raising productivity across sectors. It explains the link between wages, education, digital skills and the emerging opportunities that will shape India’s economic future. The conversation also addresses the big question of whether AI becomes a threat to India’s workforce or a multiplier for growth.

If you follow India’s business trends, financial markets, technological shifts or manufacturing opportunities, this discussion offers clarity and a richer understanding of where India’s economy is heading. It is designed for anyone seeking sharp insight, real data and a deeper view of the forces driving India’s next decade.

Hit like, share this with someone who tracks the India stock market, and subscribe to The Core Report podcast for more deep conversations on markets, business, technology and the Indian economy.

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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

(03:22) Wall Street is back on buy AI stocks mode after Nvidia results

(04:31) RBI governor says demand for USD is responsible for a weak rupee

(16:34) How Ericsson is powering India’s fintech play at scale

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