Finshots Daily

Exploring the reasons behind the Indian rupee hitting record lows, discussing RBI's actions, and interventions in the currency market. Understanding the differences between forward, NDF, and futures contracts in the forex market, and the impact of RBI's interventions on forex reserves.

SEBI is making way for faster trade settlements, exploring the benefits of enhanced liquidity and reduced waiting times. This includes reduced leveraged trades and potential difficulties for foreign investors. Intra-day traders may benefit, and SEBI's next agenda may be instant settlement.

Exploring Biocon's integration of Viatris' business, their strategies in the pharmaceutical industry, their developments in biosimilars, and challenges faced in the market

This podcast explores the progress and challenges of financial inclusion in India, discussing the Pradhan Mantri Jan Dhan Yojana, the low usage of bank accounts, reliance on money lenders, and the need for financial literacy and mobile platforms to share information.

Exploring Zerodha's plan to disrupt the mutual fund industry with passively managed index funds, including a tax-saving equity linked scheme. Discussing potential entry, lack of competition, revenue generation, challenges, regulations, rise of passive funds, and the advantages of low costs and distribution network.

This podcast delves into the utility of central banks, exploring their goals and the argument that they have made the economy more chaotic. It also discusses the impact of central banks on the financial system and potential alternative systems. Moreover, it explores the story of Scottish banks and their own currency issuance. Lastly, it examines the role and impact of central banks in the financial system, including the relationship between money supply, inflation, and alternative approaches for regulation.

The podcast discusses the limitations of using GDP as a measure of economic growth and introduces the concept of ICOR as a better indicator of productivity and efficiency. It explores India's decreasing ICOR over the past decade and suggests sector-wise analysis for a more accurate assessment.

Exploring the pressure on Jio Financial Services from passively managed funds and how index funds force-sold the stock. Discussing the underperformance of funds selecting stocks of large companies compared to the benchmark. Highlighting the opportunities for active fund managers to outperform passive funds through index changes.

This podcast explores the sudden interest in the airport business, discussing the advantages of investing in airports over airlines. It delves into the various revenue streams for airport operators, such as advertising and real estate development. The financial situation of GMR, a key player in the airport industry, is also analyzed, highlighting both its debt troubles and potential for steady passenger flow.

The podcast explores the economics of protecting endangered animals, discussing the challenges of quantifying the benefits and costs of conservation efforts. It highlights examples such as cheetahs in India and vultures, emphasizing the economic and ecological advantages of successful conservation while acknowledging the uncertainties involved.