Finshots Daily
Business
Finshots
A daily 5-min podcast explaining the most important finance and business happenings in plain English. India focused.
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Motherson Sumi and the growth challenge
Motherson Sumi and the growth challenge
Last week, Motherson Sumi unveiled its detailed 5-year plan where it set an ambitious target of reaching sales figures totalling ₹2.6 lakh Cr by 2025. That means they’ll have to quadruple sales over the next five years. And while such lofty proclamations are usually met with derision, investors and analysts have been quite optimistic about the company’s prospects. In fact, its stock price made a yearly high right after the announcement. So we have to look at this more closely and ask — Do these claims warrant serious consideration or are they mostly fluff? Well, in today’s Finshots Markets, we will discuss this and more.
06:5028/11/2020
Tax Havens and why they exist?
Tax Havens and why they exist?
In today's Finshots, we talk about offshore financial centres, why they're such a menace and who's responsible for all of this.
07:4227/11/2020
How Air Cargo saved the day?
How Air Cargo saved the day?
In today's Finshots, we talk about what's happening with air freighters.
04:2426/11/2020
Why the Right to Repair movement is taking over the world?
Why the Right to Repair movement is taking over the world?
In today's Finshots, we talk about planned obsolescence and the right to repair.
05:1925/11/2020
Need for Speed?
Need for Speed?
In today's Finshots, we talk about Nitin Gadkari's comments on increasing the speed limit on certain multi-lane expressways.
05:1024/11/2020
A New Dawn for Banking?
A New Dawn for Banking?
In today's Finshots, we talk about recommendations from the Internal Working Group on licensing and other matters.
04:5423/11/2020
How Airbnb survived Covid?
How Airbnb survived Covid?
Airbnb is looking to potentially raise $1 billion in an IPO by the end of the year. And while we mostly do stories on the Indian markets, we thought we would switch it up this week and do a story on something more international. So yeah, hopefully, you'll enjoy this one.
06:3021/11/2020
A Tax for Working from Home?
A Tax for Working from Home?
In today's Finshots, we talk about a brand new idea called "Privilege Tax".
06:2220/11/2020
Another one bites the dust
Another one bites the dust
In today’s Finshots, we talk about the merger between Lakshmi Vilas Bank and DBS Bank India.
05:3319/11/2020
What is Milk?
What is Milk?
In today’s Finshots, we talk about the problem of semantics and the rise of the plant-based milk industry.
04:5218/11/2020
The Chinese Dream of Simandou
The Chinese Dream of Simandou
In today's Finshots, we talk about the Simandou saga or as The Economist called it - a titanic battle between the giants of iron-ore mining for control of the world’s richest deposits.
06:4817/11/2020
Why Stubble Burning is such a big problem?
Why Stubble Burning is such a big problem?
Since everybody is talking about air pollution these days, we thought it would be prudent to discuss one of the primary contributors to this problem - Stubble Burning.
05:3516/11/2020
Winter is coming
Winter is coming
In today's Finshots, we talk about the possibility of the government regulating online streaming content
06:0413/11/2020
Is PUBG making a comeback?
Is PUBG making a comeback?
On 2nd September, Indian authorities banned the popular battle royale game PUBG alongside many other apps with links to China. However, just a couple months later, PUBG is planning to stage a comeback. So in today’s Finshots, we will look at how the saga has unfolded so far and why the gaming company is so desperate to make a re-entry.
05:0812/11/2020
What does a Biden presidency mean for the Indian economy?
What does a Biden presidency mean for the Indian economy?
In today's Finshots, we talk about the economic implications of a Biden Presidency.
05:5211/11/2020
Pfizer the Saviour
Pfizer the Saviour
Yesterday, drugmaker Pfizer announced that early analysis of its coronavirus vaccine trial suggested the vaccine (developed in conjunction with BioNTech) was robustly effective in preventing Covid-19. And while multiple pharma companies have released details about their own vaccines so far, there is a lot of optimism surrounding Pfizer’s announcement. So why are people this excited you ask?
04:5410/11/2020
Why Google Pay and PhonePe will have to limit operations
Why Google Pay and PhonePe will have to limit operations
In today's episode, we talk about NPCI's latest ruling and how it might affect payment applications like Google Pay.
06:0509/11/2020
The changing fortunes of Hero MotoCorp
The changing fortunes of Hero MotoCorp
Hero MotoCorp put out its sales figures for the month of October and it surprised almost everyone. The company said it had recorded the highest sales figure ever and experts were visibly surprised with the announcement considering we are in the midst of a pandemic. So we thought we could look at Hero, its current performance and see how the company has fared over the past couple decades.
06:2907/11/2020
When Shipping Containers Disappear
When Shipping Containers Disappear
In today's Finshots, we talk about a unique problem facing India right now
04:3006/11/2020
The Dramatic Twist in the Ant Financial IPO
The Dramatic Twist in the Ant Financial IPO
In today's Finshots, we talk about Ant Financial and how its plans to go public went awry at the last moment.
05:4505/11/2020
Coal Auctions with a pinch of reform
Coal Auctions with a pinch of reform
In today's Finshots, we talk about the first coal auction since the reforms.
04:1804/11/2020
The Chinese Castor Seed Connection
The Chinese Castor Seed Connection
In today's Finshots, we talk about China, castor seeds, and conspiracy theories.
04:1103/11/2020
How do you go Carbon Neutral?
How do you go Carbon Neutral?
A couple of days back, Infosys announced that the company had reduced its carbon footprint and turned carbon neutral 30 years ahead of the 2050 timeline. So we thought we could look at this story and see how they got here.
04:4502/11/2020
Is Bharti Airtel turning a corner?
Is Bharti Airtel turning a corner?
Airtel just reported its latest quarterly results and while the company could not muster a profit, there’s been a lot of optimism surrounding its future prospects. So in this week’s Finshots Markets, we thought we could look at Bharti Airtel and see why analysts think this might be a turning point for the company.
05:4231/10/2020
Is Micromax slated for a comeback?
Is Micromax slated for a comeback?
In today’s Finshots, we talk about the changing landscape of the smartphone industry in India and Micromax’s place in it.
06:0530/10/2020
What really happened at Quibi?
What really happened at Quibi?
Quibi was meant to revolutionize the streaming industry. It had everything going for it. Seasoned tech executives — Check Big-name Investors — Check A $2 billion-dollar war chest— Check And yet 6 months after launch, Quibi is all set to shut down. So what went wrong?
05:1829/10/2020
Why isn’t Dream11 categorized as a gambling app?
Why isn’t Dream11 categorized as a gambling app?
In today's Finshots, we talk about fantasy gaming apps and their legal status in India.
05:2128/10/2020
The Dark Underbelly of the Stock Market
The Dark Underbelly of the Stock Market
In today's episode we talk about Indian SME IPO market and the lesser known and darker sides of the SME IPO investing.
11:1727/10/2020
Are Buybacks really a good thing?
Are Buybacks really a good thing?
Stock buybacks are all the rage these days. The government is doing it. Tech companies are in on it. And every other day, we hear rumors about a new company planning to repurchase shares. So in this episode, we thought we would look at buybacks and see why companies are so excited about this little program *except for the obvious tax benefits that is*
07:0324/10/2020
Are property cards a game-changer?
Are property cards a game-changer?
In today's Finshots, we talk about property cards and the government's plan to help rural land owners.
05:1723/10/2020
AI research in India?
AI research in India?
In today’s Finshots, we talk about Artificial Intelligence and the government’s ambitious AIRAWAT project.
04:4022/10/2020
How to design Nobel Prize Worthy Auctions?
How to design Nobel Prize Worthy Auctions?
In today's Finshots, we talk about SMRAs and spectrum auctions.
08:0921/10/2020
The Winners Curse and how to avoid it?
The Winners Curse and how to avoid it?
In today's Finshots, we tell you why Robert Wilson and Paul Milgrom were awarded the Nobel Prize in Economics
07:3120/10/2020
How to advertise sin products?
How to advertise sin products?
In today's Finshots, we talk about the government's new guidelines surrounding surrogate advertising.
06:1319/10/2020
The changing face of HDFC life & the Insurance industry
The changing face of HDFC life & the Insurance industry
Life insurance products have been synonymous with LIC since time immemorial. But ever since the government opened up the industry to private players, a lot of companies have been making considerable headway. And perhaps one of the leading players in the recent past has been HDFC Life — a company that’s focused on selling long-term life insurance products. So today we thought we’ll look at how the industry is shaping up and HDFC Life’s place in the ecosystem.
07:1617/10/2020
To wear a helmet or not
To wear a helmet or not
In today's Finshots, we talk about traffic violations and the impact of the recently amended Motor Vehicles Act.
04:4816/10/2020
Why the rich keep getting richer?
Why the rich keep getting richer?
In today’s Finshots, we talk about Thomas Piketty and the inequality conundrum
07:0015/10/2020
The Basmati Wars — India vs Pakistan
The Basmati Wars — India vs Pakistan
In today's Finshots, we talk about rice, intellectual property and the fight for Basmati.
06:0914/10/2020
The Great Government Gift
The Great Government Gift
In today's Finshots, we talk about the government's new plan to revive demand.
04:3313/10/2020
Cheaper Home Loans Incoming?
Cheaper Home Loans Incoming?
The Monetary Policy Committee met once again last week and while they didn’t fiddle with interest rates, there were a couple of exciting announcements. One of them was related to home loans and that’s what we'll be discussing today.
04:0812/10/2020
Are Cinema stocks dead?
Are Cinema stocks dead?
Cinema halls are opening up next week. And so we thought maybe it’s time to look at India’s largest movie chain PVR and see what’s happening down there.
07:5710/10/2020
What does LIC do with its money?
What does LIC do with its money?
In today’s Finshots, we talk about everybody’s favourite insurance company  that might IPO very soon— LIC.
05:2209/10/2020
What is Stagflation?
What is Stagflation?
In today's Finshots, we talk about Stagflation.
05:0708/10/2020
The Sanitizer Conundrum
The Sanitizer Conundrum
In today's Finshots, we talk about the problem of plenty.
05:0407/10/2020
When Tokyo Stock Exchange Failed
When Tokyo Stock Exchange Failed
In today’s Finshots, we talk about how a failing data storage device brought the Tokyo Stock Exchange to its knees.
04:2606/10/2020
Laws of Simplicity and Bilateral Netting
Laws of Simplicity and Bilateral Netting
In today's Finshots, we talk about Bilateral Netting.
04:0405/10/2020
Crisis at Lakshmi Vilas Bank
Crisis at Lakshmi Vilas Bank
Last week, in an unprecedented move, shareholders of Lakshmi Vilas Bank ousted seven directors from the company all in one go. Insiders stated that the decision was predicated on the fact that Lakshmi Vilas Bank had been underperforming for a while now. But here’s the thing. There’s more to this story than what meets the eye. And so today, we will talk about what really went down at Lakhsmi Vilas Bank.
07:0102/10/2020
When Sachin wasn’t a cricketer
When Sachin wasn’t a cricketer
In today's Finshots, we talk about What happens when things aren't exactly as they seem.
10:3001/10/2020
Pay up the Google Tax
Pay up the Google Tax
In today's Finshots, we talk about Google and its new policy that might force developers to shell out a 30% commission on all in-app sales involving digital goods.
05:3530/09/2020
The Junk Bond Dilemma
The Junk Bond Dilemma
Are people selling junk bonds because they might actually be junk? That’s the question we try and answer today.
04:4130/09/2020