DiscoverThe Core Report#726 Retail Investors Now Think Like Pros: India’s Market Is Changing | Govindraj Ethiraj | The Core Report
#726 Retail Investors Now Think Like Pros: India’s Market Is Changing | Govindraj Ethiraj | The Core Report

#726 Retail Investors Now Think Like Pros: India’s Market Is Changing | Govindraj Ethiraj | The Core Report

Update: 2025-11-15
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Retail investors in India are no longer the “weak hands” of the market. They are behaving more like pros, staying invested through volatility and forcing everyone to rethink how India’s stock market really works.


In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj in conversation with Mr. Pranav Haridasan, MD and CEO, Axis Securities, to decode how the Indian markets have changed from 2020 to 2025 and what that means as we head toward 2026. They unpack the rise of the equity culture, the new discipline in retail investors, and the real story behind flows into equities, derivatives, and IPOs in India.


You will hear a ground level view from a leading brokerage on:

1) Why retail investors now think and act more like institutional investors

2) How the 2020 to 2025 bull run reshaped confidence in Indian equities

3) Whether India’s stock market rally can survive global shocks and AI bubbles

4) Equities versus derivatives and why regulation is cooling risky short term trading

5) How themes like consumption, capex, Make in India, defence, EMS, building materials are shaping market leadership

6) What is really happening in India’s IPO and tech IPO pipeline and how to think about profitless tech valuations

7) Why volatility, climate shifts and changing cycles make forecasting demand harder for manufacturers and consumer companies

8) How policy, GST moves and ease of doing business reforms affect brokers, investors and markets


If you follow business news, markets, tech, manufacturing, policy and IPOs and you want a clear, jargon light view of where India’s markets may be headed next, this conversation is for you.


Watch till the end to hear Pranav’s candid take on:

a) Whether 2025 was the “hard reset” the market needed

b) How he sees earnings, growth and sentiment playing out in the year ahead

c) What long term investors should really focus on in Indian equities


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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#726 Retail Investors Now Think Like Pros: India’s Market Is Changing | Govindraj Ethiraj | The Core Report

#726 Retail Investors Now Think Like Pros: India’s Market Is Changing | Govindraj Ethiraj | The Core Report

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