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What’s lost, what’s gained in the RBI's battle for rupee?
What’s lost, what’s gained in the RBI's battle for rupee?
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EPISODE 339
16 Apr 2024

Private equity (PE) investments in India’s real estate have been falling over the past five years, despite a residential boom and recovery in the commercial office segment. While t ... Read more

Private equity (PE) investments in India’s real estate have been falling over the past five years, despite a residential boom and recovery in the commercial office segment. While the number of deals has remained constant, the average deal size has shrunk. Read more

EPISODE 338
15 Apr 2024

Iran has attacked Israel directly after Israel bombed its consulate in Damascus, Syria, sending tensions in West Asia zooming once again. As the world waits nervously for Tel Aviv’ ... Read more

Iran has attacked Israel directly after Israel bombed its consulate in Damascus, Syria, sending tensions in West Asia zooming once again. As the world waits nervously for Tel Aviv’s response, let us look at the implications for the rest of the world, including India. Read more

EPISODE 337
12 Apr 2024

US Congressman Adam Schiff has tabled a bill proposing tech firms training AI models disclose use of any copyrighted data. It follows criticism by creators on unfair use of their w ... Read more

US Congressman Adam Schiff has tabled a bill proposing tech firms training AI models disclose use of any copyrighted data. It follows criticism by creators on unfair use of their work by tech firms raking in billions. What does this mean for global innovation? Read more

EPISODE 336
11 Apr 2024

India and the Maldives may be moving to stabilise their bilateral ties after tensions. Since President Mohamed Muizzu took office last year, the removal of Indian troops from the M ... Read more

India and the Maldives may be moving to stabilise their bilateral ties after tensions. Since President Mohamed Muizzu took office last year, the removal of Indian troops from the Maldives has complicated diplomatic relations. But bilateral ties may be settling down. Read more

EPISODE 335
10 Apr 2024

Fresh geopolitical uncertainty has pushed global crude prices above $90 per barrel. How does it impact India’s oil marketing companies? Will they be forced to increase prices in th ... Read more

Fresh geopolitical uncertainty has pushed global crude prices above $90 per barrel. How does it impact India’s oil marketing companies? Will they be forced to increase prices in the election season? Read more

EPISODE 334
09 Apr 2024

Microsoft is unbundling its video conferencing platform Teams from the Office suite after a European probe into anti-competitive practices. Bundling of apps is under regulatory scr ... Read more

Microsoft is unbundling its video conferencing platform Teams from the Office suite after a European probe into anti-competitive practices. Bundling of apps is under regulatory scrutiny everywhere. But breaking up Big Tech might not be the magic bullet. Read more

EPISODE 333
08 Apr 2024

Thierry Delaporte’s exit as Wipro’s top boss comes a year after Brian Humphries, another expat CEO, was removed by the Cognizant board. There are issues, beyond managing profit and ... Read more

Thierry Delaporte’s exit as Wipro’s top boss comes a year after Brian Humphries, another expat CEO, was removed by the Cognizant board. There are issues, beyond managing profit and loss, that expats have found challenging in India. Culture, for instance. Read more

EPISODE 332
04 Apr 2024

Smid (small- and mid-cap) indices have recovered from their mid-March lows, after warnings of froth. The Nifty Midcap 150 hit a record 18,400 on Wednesday and the Nifty Smallcap 25 ... Read more

Smid (small- and mid-cap) indices have recovered from their mid-March lows, after warnings of froth. The Nifty Midcap 150 hit a record 18,400 on Wednesday and the Nifty Smallcap 250 was just 2.8% shy of its 7 February record. Can this uptrend continue? Read more

EPISODE 331
03 Apr 2024

A steep reduction in subsidies on electric two-wheelers is set to increase prices for the second time in a year, by up to ₹12,000 in FY25. Will it undermine growth in an industry t ... Read more

A steep reduction in subsidies on electric two-wheelers is set to increase prices for the second time in a year, by up to ₹12,000 in FY25. Will it undermine growth in an industry that is already facing multiple headwinds? Read more

EPISODE 330
02 Apr 2024

The general take on India’s rapid economic growth is that it’s powered by the government’s capex push. But a recent report questions this narrative, saying it underestimates the ro ... Read more

The general take on India’s rapid economic growth is that it’s powered by the government’s capex push. But a recent report questions this narrative, saying it underestimates the role of consumption. Read more

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