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Finshots
A daily 5-min podcast explaining the most important finance and business happenings in plain English. India focused.
The Fault in our Restaurants
A couple days ago, the restaurant association noted that new lockdown measures could put 90% of restaurants out of business in Maharashtra. And while the number does seem a bit exaggerated, it's still pertinent to ask - What's the impact of the new lockdown measures going to look like for the food and beverages industry
05:1809/04/2021
A review of the Monetary Policy Report
The Monetary Policy Committee (good folks responsible for setting interest rates in the country) decided to leave them as-is yesterday (at 4%) after deliberating on the matter for three days. However, that doesn’t mean there isn’t a story here. In fact, the Monetary Policy Report — published on the same day, had a lot of new insights on the current state of the economy. So in today’s episode, we will talk about all the interesting bits from the report and more.
05:0608/04/2021
The Greensill Debacle
In today's episode, we talk about Supply Chain Financing and the unravelling of Greensill Capital.
06:0107/04/2021
The Absurd Exercise of Taxing Gift Cards
In today's episode we talk about gift cards and how this country struggled for years trying to tax these annoying little things
04:1606/04/2021
Is India weaponising its oil purchase program?
In today’s episode we talk about weaponizing our dependence on oil, and see if there's merit in pursuing such a program
05:2705/04/2021
Understanding the rise of Dixon Technologies
In this episode, we talk about contract manufacturing, Dixon Technologies and why the company has been making all the news of late.
07:1403/04/2021
To trade or not to trade
In today's episode we talk about trade relations between India and Pakistan and why it's been so difficult to normalize relations in the recent past.
05:2602/04/2021
No Country for Western Brands
In today's episode we talk about the H&M, Xinjiang and the Chinese boycott.
To know more about the Uighur Crisis in Xinjiang click here
04:5201/04/2021
Explaining the biggest stock market event of the year
In today's episode we talk about Archegos Capital and how the seemingly innocuous fund sent shockwaves across the globe.
06:0731/03/2021
How a small grammatical quirk might cost the government 50,000 crores?
In today's episode we talk about custom duties, "THE" English language and a monument judgment that could have far-reaching repercussions.
06:0730/03/2021
The Age of Drones
Drones are everywhere these days. You can use them to capture breathtaking videos, you can use them for recreational purposes and you can use them to map places. The sheer range of application is mindboggling. However, as a country, we haven’t had clearly defined rules on manufacturing and operating these unmanned aircraft systems. So the government has been working hard to frame a new set of guideline regulating drone use and production in India and it went live a few days ago.
So in today’s episode, we will discuss these rules and more.
04:2529/03/2021
An overview of Cipla and the Pharma Industry
People have been asking us to talk about the pharma industry for a while now. So we thought we could talk about the industry whilst also using a use case (Cipla Limited) to explain the success of the Indian Pharma Industry.
06:1327/03/2021
The Suez Crisis Reloaded
In today’s episode we talk about how a massive stranded vessel in the Suez Canal might potentially disrupt global trade.
03:4526/03/2021
Don't smuggle thy cigarettes
A few days ago, there was a rather interesting article on Moneycontrol. It said — “The value of illegal cigarettes seized in the first 11 months of FY21 has spiked to Rs 1,772 crore from just Rs 187 crore in FY20, according to figures made available by the Central Board of Indirect taxes and Customs (CBIC).” And while the article does go on to explain why this might have been the case, we thought we could offer you more context by explaining why cigarette smuggling is so rampant in the first place.
04:3425/03/2021
A new "lease" of life
In today's Finshots we talk about the new amendments in the mining sector
04:0824/03/2021
Virtual Land, Real Money - The Rise of a new parallel economy
A couple of days ago, there was an interesting article on Bloomberg and it went like this —
“Investors may not be clamouring to buy offices and hotels right now, but in virtual reality, property deals are surging and attracting millions of real-life dollars."
Think of these as virtual worlds created by aspiring developers. If you want to create your own version of reality, you can do so by building it on a computer. It could have virtual trees, virtual apartments, virtual people and even virtual land. You could even invite other people to live and explore your world — perhaps even help you build it. And as more people flock into these digital realms, the value of virtual assets inside them will start appreciating in tandem.
In fact, as the Bloomberg article notes — “Republic Real Estate, a firm that’s raising money to buy distressed condos in the physical world, is launching an invite-only fund next week aimed at investors seeking to buy virtual land. The venture plans to purchase parcels across several online “metaverses” and develop them into virtual hotels, stores and other uses, with the goal of increasing their value among cryptocurrency enthusiasts.”
So in today’s episode, we will talk about the rise of decentralized virtual worlds and why people are paying top dollar to own assets inside them.
07:2423/03/2021
Left-hand drive, Right-hand drive
In today's episode, we talk about a report from ET elaborating how Indian manufacturers are looking to export cars overseas.
05:1822/03/2021
Looking back at the Steel Pipes Story
In this episode , we talk about steel pipes and how an interesting theme might have failed to play out as most people imagined.
05:5620/03/2021
Will E-commerce algorithms be regulated?
In today's episode we talk about the new draft e-commerce policy and the kind of implication it might have on the likes of Amazon
04:4419/03/2021
Wikipedia's Monetisation Gambit
In today's episode, we talk about how Wikipedia is planning to finally make money off of its content.
05:4118/03/2021
Leaks and Bulk Deals
Big foreign investors and fund managers are complaining about leaks. They contest that information about massive transactions are getting out easy and they want SEBI to intervene.
So in today’s episode we discuss this and more.
05:2317/03/2021
Package and pay
In today's Episode we talk about trouble brewing in the packaging industry.
04:4116/03/2021
When Immortal Bonds become Mortal
Everybody’s worried about SEBI’s new perpetual bond norms. Unfortunately, if you aren’t intimately familiar with these complicated instruments, all this might sound like woo-woo. So in today’s episde, we provide an oversimplified account of the whole story.
And to make sure we leave no stone unturned, we will take it from the absolute top.
08:3215/03/2021
Kalyan Jewellers IPO
In this week’s episode of Finshots Market we talk about Kalyan Jeweller’s IPO
07:1213/03/2021
Are we running out sand?
In today's episode we talk about sand, sand extraction and why most people think this whole thing is unsustainable.
04:3512/03/2021
From 4G to 5G
In today's episode we talk about the recent spectrum auctions that could have great significance for the telecommunication space as a whole.
05:1111/03/2021
The Text Messaging Problem
In today's episode we talk about why you probably aren't receiving your OTPs on time
04:3110/03/2021
The Labour Codes Revisited
In today's episode we look at the labour code and see what kind of impact it might have on your wages
05:0409/03/2021
How to be a Rational Investor? | Finshots Special
In today's episode we talk about how to be a rational investor.
We have relied on excerpts from “Adaptive Markets: Financial Evolution at the Speed of Thought” by Andrew Lo and Nate Silver’s “The Signal and the Noise: Why So Many Predictions Fail-but Some Don’t”, to put this story together
16:5807/03/2021
Dilip Buildcon and the Highway Project
This week, shares of Dilip Buildcon hit new highs (in over two years) after the company announced that it bagged projects worth Rs. 2,200 crores. The rally went into overdrive soon after the management vouched to double its revenues in five years. So considering there have been so many developments, we thought we could review the company’s journey so far.
06:2706/03/2021
Do job reservations help?
In today's episode we talk about Haryana's decision to reserve jobs for locals in the private sector.
05:2305/03/2021
Why does everybody lend money to the US government?
The US government borrows a lot of money. Currently, they owe roughly $29 trillion—roughly 100% of their GDP. And a big chunk of this—Almost $7 trillion comes from other foreign countries. But here’s the interesting bit. Even India features on this list and as it stands, the US owes us about $216 Billion. So the question is simple — Why are the likes of India lending money to the US and why isn’t anybody talking about it?
04:4304/03/2021
The Blue Economy Explained
In today's episode, we talk about the blue economy policy and see how the country could benefit from oceans.
05:4603/03/2021
The Mesmerising World of Crypto Art
A few days back Mike Winkelmann (who goes by the name of Beeple online) sold multiple editions of three digital artworks and 21 unique pieces at prices well above $100,000. All in all, he raked in a cool $3.5 million over a single weekend by selling what most people call crypto-art. So in today's episode, we take a quick look at the changing landscape of art and culture and see where crypto art fits in.
04:3902/03/2021
What are we really “making” in India?
Two days ago Chinese smartphone maker Xiaomi announced that it was opening two new mobile manufacturing plants in India after partnering with BYD and DBG India. And if you don’t know who they are, here’s an excerpt from an article in Tech Crunch to help you out — “BYD is China’s largest electric carmaker with a long history of making electronics parts, while DBG has been a major supplier to Chinese telecom firms including Huawei.”
Both vendors will be manufacturing in India. And it seems as if Chinese smartphone makers are increasingly looking to source and produce parts locally. But the real questions still remain — “What are we really making in India and how’s the progress been so far?”
05:4101/03/2021
Is Jet Airways making a comeback?
In today's episode, we talk about Jet Airways, a potential revival for the company and what may lie ahead for the beleaguered airline.
04:3026/02/2021
The Curious Case of Copper
In today's episode, we talk about the great copper bull run.
04:3225/02/2021
Is this the moment the gig economy changes forever?
In today's episode, we talk about how the UK Supreme court might fundamentally change the way the likes of Uber works.
05:0324/02/2021
What exactly is the Cairn Arbitration Case?
In today's episode we talk about the Cairn arbitration award that's making a lot of people nervous.
05:2823/02/2021
Understanding Starlink
In today's episode, we talk about the ambitious plan to stream data using satellites.
04:4022/02/2021
Finshots Special | Why we need the National Education Policy 2020?
In today's Finhots Special, we tell you why there was an urgent need to revamp our policy on education. If you want to read the first part of this story, you can read it here.
05:2221/02/2021
Tata's Consumer Product Play
Tata Consumer Products Ltd. — It’s one of those companies that’s making a lot of noise and since so many of you have asked us to talk about it, we thought we could review their journey so far.
05:4620/02/2021
Why are petrol and diesel prices on the rise?
Many people have asked us to cover this story. And honestly, we aren’t looking forward to this story one bit. Because there’s nothing new happening right now. We knew all this 2 months ago. And we know pretty much the same things now. Global crude oil prices are increasing, the taxes are crippling us and the government has no recourse. That’s the story. But if you still want the long version, here goes…
04:5719/02/2021
Citibank's $900 Million Fiasco
A few months back, Citibank accidentally transferred nearly $900 million dollars to a group of lenders. And now, a New York Court has ruled that the lenders are under no obligation to return the money. So in today's episode, we discuss the greatest blunder of 2020.
05:5918/02/2021
An Explainer on SPACs
Companies are now ignoring the traditional IPO route and opting to go public via SPACs. Star investors like Chamath Palihapitiya are batting for SPACs. News media has been covering SPACs rather incessantly for the past few months. And we know it’s time we joined in on the bandwagon. So in today’s episode, we will finally cover SPACs and more.
04:3317/02/2021
The Bumble Rumble
The popular dating app Bumble just witnessed a smashing wall street debut last week after having raised a cool $2.15 billion. So in today's episode, we look at the online dating scene and figure out how Bumble has emerged as a top competitor.
05:3416/02/2021
India's Defence Dreams
In today's episode we talk about India's aspirations to become a major defence exporter
05:1015/02/2021
Finshots Special | What if we abolished the Income Tax?
In today’s Finshots Special, we talk about the abolition of income tax.
Yes, we are going to talk about the abolition of income tax.
04:3714/02/2021
Jockey - All or Nothing
Page Industries saw a surge in its stock price after the company announced its results for the previous quarter. And considering they posted their highest ever quarterly profit, there’s good reason for us to revisit the stock. So in today’s episode, we talk about Page, Jockey and the not so glamorous business of selling underwear.
06:2413/02/2021
Kuwait's Oil Curse
In today's episode we talk about Kuwait, a future without oil and an intergenerational fund that might be the last saving grace for a country that's quickly running out of cash
04:4112/02/2021