Avsnitt
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In this insightful audio, Sucheta Dalal delves into the ongoing debate surrounding Tata Sons Pvt Ltd's potential public listing. As India's stock market remains buoyant, the Reserve Bank of India (RBI) has ordered Tata Sons, the cornerstone of the Tata empire, to list by September 2025. However, Tata Sons is exploring ways to circumvent this mandate.
Sucheta Dalal examines the implications of listing Tata Sons, considering both investor interests and regulatory governance. The video explores the reasons behind RBI's push for listing, rooted in the aftermath of the IL&FS collapse and the introduction of a revised scale-based regulation framework.
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Listen to this week's episode, Debashis Basu delves into the contrasting personas of Narendra Modi: the administrator and the perpetual political campaigner. He reflects on Modi's decade-long strategy, which has combined Hindutva, nationalism. and welfarism to secure electoral victories while maintaining economic stability. However, the recent election results signal a return to coalition politics, challenging Modi’s autocratic leadership style and raising questions about the sustainability of his economic policies. Debashis Basu explores the electorate's growing dissatisfaction with slogans and memes, highlighting the pressing need for real economic reforms, job creation, and empowerment of the private sector. Watch as Debashis Basu examines whether Modi’s approach can adapt to these new political dynamics and deliver on the promises made to India's diverse population.
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Saknas det avsnitt?
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Join Sucheta Dalal as she delves into the dynamic shift from Modi 3.0 to NDA 3.0, marking a significant era of course correction and conflict balancing. In this insightful analysis, she explores Prime Minister Narendra Modi’s initial decisions in his third term, highlighting his commitment to housing for the poor and farmers' welfare. She also examines the critical stance of RSS chief Mohan Bhagwat on BJP's recent performance, reflecting on the party's need for inclusive growth.
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Sucheta Dalal delves into the aftermath of recent elections in India, showcasing how market expectations clashed with the voters' verdict. The video exposes pitfalls of relying on exit polls and media narratives, leading to market turmoil. The narrative of development touted by the ruling party is scrutinised against the backdrop of ground realities, revealing a disconnect between economic indicators and public sentiment. Ultimately, the video underscores the importance of prioritising genuine progress over mere market performance, focusing on improving the lives of everyday citizens for a truly prosperous India.
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Debashis Basu explores the hopes pinned on India's future under Narendra Modi's leadership, aiming for a developed nation. He questions the effectiveness of traditional progress indicators, highlighting slow per capita income growth and ongoing rural challenges. Despite government spending, job growth remains insufficient and benefits aren't reaching the grassroots level. The video emphasises the need to address unemployment, income inequality and corruption to prevent social unrest. He concludes by questioning the feasibility of relying solely on trickle-down economics for India's development.
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The upcoming Indian election results are creating a calm in the stock market, but past events caution against overconfidence. With a surge in new investors, many inexperienced in market downturns, the potential impact of political statements on the market's $5 trillion value is significant. The rise of online trading has led to a surge in investors, with many having only experienced a bullish market. Mutual funds play a major role in sustaining the bull run, but there's concern about what could happen if investors suddenly pull out. Speculative trading in derivatives is rampant, despite high losses among active traders. The market is vulnerable to sudden crashes triggered by political events or concerted selling by foreign entities.
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Sucheta Dalal explores the recent resurgence of class action lawsuits in India after 11 years of dormancy. While there's progress, challenges persist due to limited inclusivity and practicality in the legal framework. Recent cases like Jindal Poly Films and ICICI Securities highlight these hurdles. The need for broader inclusion, as seen in alternative routes taken by stakeholders, and the ongoing struggles of bondholders and NCD holders, underscores the necessity for significant legal reforms to ensure true collective action for all affected investors.
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In anticipation of the 2024 general elections, expectations are high for Modi 3.0, but the current state of affairs is more accurately termed Modi 1.5. The first seven years of Modi's rule were marked by ineffective policies and economic struggles, exacerbated by decisions like demonetisation and rushed GST implementation. Despite recent government spending to boost growth, doubts persist about its sustainability given high debt levels. Structural reforms are needed to address issues like business friction, infrastructure, and corruption, which continue to plague the economy. Without tackling these underlying problems, the notion of Modi 3.0 remains uncertain. Listen to this week's episode as Debashis Basu explains.
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Dinesh Dalmia, known for past frauds, is accused of duping banks again, this time allegedly swindling Rs200 crore. He denies involvement, claiming victimhood. The plot involves a complex web of companies and individuals, including Dalmia's associates and former schoolmates. Vivriti Capital filed an FIR, alleging breach of trust, naming Dalmia and others. Forensic audits reveal convoluted transactions and offshore transfers. Gopal Padia, linked to Dalmia, denies involvement, citing victimisation. Listen to this week's episode as Sucheta Dalal reveals the shocking fraud.
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Discover the turbulent journey of Lavasa, the picturesque hill station, as it becomes ensnared in the financial troubles of the Darwin Platform group. Raids by enforcement agencies, frozen bank operations and unresolved commitments paint a grim picture. Join Sucheta Dalal as she unravels the mysteries behind Darwin's financial struggles and the uncertain fate of Lavasa.
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Foreign banks once thrived in India's financial sector, but now they're retreating. Citibank, a retail finance pioneer, recently sold its Indian business to Axis Bank, echoing a broader trend. Standard Chartered and HSBC have minimal presence compared to local giants like HDFC Bank. Similarly, foreign mutual funds struggle, with many, including Morgan Stanley and Fidelity, leaving. This shift marks a departure from optimistic projections of the 1990s. Mismanagement and global crises favoured Indian firms, which capitalised on trends like digital banking. Foreign companies' short-term perspectives led to their exit, while Indian firms thrived. Listen to this week's episod as Debashis Basu explains.
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Discover how Reserve Bank of India (RBI) Governor Shaktikanta Das is revolutionising the banking sector's supervision. From stringent actions against major banks like HDFC and Kotak Mahindra to addressing systemic failures and embracing technological advancements, Shaktikanta Das is reshaping RBI's approach. Dive into the intricacies of RBI's regulatory evolution, the impact of social media on financial stability and the challenges faced in the digital era. Explore how Governor Das's tenure marks a significant shift towards effective governance amidst global crises.
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This video looks at a leaked investigation into the Adani Group by SEBI, India's market watchdog. Offshore investors in Adani might have broken disclosure rules. SEBI's investigating, but it's unclear how serious it is. This is linked to accusations of stock manipulation against Adani. Leaks raise questions about SEBI's speed and transparency.
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Explore SEBI's recent measures aimed at regulating small-cap funds amidst market concerns. Learn about stress tests focusing on liquidity, volatility, and valuation, and their potential implications. Discover criticisms surrounding the tests' effectiveness and SEBI's classification of small-cap stocks. Gain insights into the debate on the practicality and efficacy of these regulatory efforts in the investment landscape, as Debashis Basu explains.
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In a groundbreaking decision, the Supreme Court of India overturned a Rs8,000-crore arbitration order favoring the Anil Ambani group, impacting Reliance Infrastructure Ltd and Delhi Metro Rail Corporation. This ruling, with significant financial and legal implications, highlights complexities in commercial disputes and questions of corporate governance. Learn more about this landmark case and its repercussions as Sucheta Dalal explains in this episode.
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Explore the complexities of job creation in India with Debashis Basu. Delve into the insights from chief economic advisor V Anantha Nageswaran and former CEA Shankar Acharya as they explain why high economic growth hasn't translated into significant employment opportunities. Discover the impact of government policies, past and present, on job creation and gain a deeper understanding of the challenges faced by job seekers and businesses alike.
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Discover the mystery behind Minister Rajeev Chandrasekhar's disappearing wealth. Join Sucheta Dalal as she investigates the discrepancies in his asset declarations, tax implications and the broader impact on India's tax system and public trust.
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Patanjali's dominance may be ending! The Supreme Court is taking on their misleading ads that bash competitors and make false claims. Listen to this week's episode exposes Patanjali's history and the ongoing court case. Sucheta Dalal discuses, misleading claims used to sell Patanjali products, past controversies with regulators and other companies, and the Supreme Court case's impact on consumers & advertising.
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Indian healthcare startup vs US firm in legal battle. Glocal says UpHealth cheated them, UpHealth says Glocal broke the deal. Millions at stake, but the real cost could be access to healthcare for remote areas of India. Listen to this week's episode as Sucheta Dalal explores in detail.
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This week Debashis Basu exposes the lack of transparency in corporate donations to Indian political parties. He argues companies are pressured to donat and, not doing so willingly. Big companies are missing from the donor list, while some under-scrutiny pharma firms donated heavily. Listen to this week's episode for a detailed analysis.
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- Visa fler