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The Morning Brief

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Jul 12, 2024 • 26min

Corner Office Conversation With Ipsita Das, Managing Director, Moët Hennessy, India

French alcobev manufacturer, and part of the largest luxury group in the world Moët Hennessy is planning to expand its India focus. After being in the country for over two decades, the company now has their own sparkling wine production facility in India, and an Indian managing director, for the first time ever - Ipsita Das. The company’s sharper India focus is in keeping with the country’s fast-growing premium liquor market Host Shabori Das talks to Ipsita Das about Moët Hennessy’s plans for India, and how luxury alcobev is growing in the country. If you like this episode from Shabori Das, check out her other interesting episodes on Sephora Kids: Why are Children Buying Anti-Ageing Creams, Quick Commerce vs E-Commerce - The Need for Speed in Retail, Decoding Doom Spending and Loud Budgeting, The Commerce of Concerts: All Play No Profits?, Rewriting India's Toy Story, and more! You can follow our host Shabori Das on his social media: Twitter & Linkedin Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn,  Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.
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Jul 11, 2024 • 16min

Sebi’s Bitter Pill for Zero Brokerage Startups

India’s capital markets regulator Sebi has asked online brokerages to move away from any kind of slab pricing to their clients and levy one, uniform charge. It has sweeping implications for fintech startups in the online stock brokerage space. Companies like Zerodha, Groww, and Shoonya, known for their zero brokerage models, face potential revenue disruptions and valuation shifts. As SEBI continues to enforce stringent regulations aimed at enhancing market accountability and oversight, how will these fintech players adapt? Hosts Nikhil Agarwal and Anirban Chowdhury talk to Arun Chaudhry, CBO of m.Stock by Mirae Asset and ET’s Pratik Bhakta to explore the ripple effects of this mandate, the strategic pivots these companies might need to make, and whether this is part of a broader regulatory trend targeting online brokers. Tune in.  Check out other interesting episodes like: How Nvidia Became the World’s Most Valuable Company, Gold is Old: How Rich Indian Women Invest Now, Hyundai’s Mega IPO, India's Big Bond Breakthrough, Why Are Banks Worried About RBI’s New Project Finance Rules?, How Wall Street Algos are Eating Indian Option Traders’ Lunch?, and more! You can follow Nikhil Agarwal on his social media: Twitter and Linkedin You can follow our host Anirban Chowdhury on his social media: Twitter & Linkedin Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn,  Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.
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Jul 9, 2024 • 20min

Battleground Cement: Adani vs Birla

Adani group’s recent acquisition spree in the cement space has reshaped the competitive landscape by challenging Aditya Birla Group’s long-standing lead with UltraTech cement. Aditya Birla Group has continued its aggressive expansion strategy through its recent buyout of India Cements indicating its intent to continue being a market leader. As both companies increase their production capacities against an increasing demand from housing projects and government infrastructure spending, there are key questions that occur. Join host Anirban Chowdhury talks to Vipul Prasad, Founder, Magadh Capital Advisors LLP and Arijit Barman from ET on seismic shifts in the Indian cement industry brought about by the giants.Credits: CNBC-TV18, Business TodayCheck out other interesting episodes like: Lethal Liquor Part 1: How Moonshine Devastated a Village, India Scorching Part 1, India Scorching Part 2, Will Chabahar Port open up India’s own Silk Route? and more!You can follow Anirban Chowdhury on his social media: Twitter and LinkedinCatch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn,  Amazon Music and Google Podcasts.  See omnystudio.com/listener for privacy information.
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Jul 5, 2024 • 37min

Corner Office Conversation with Roland Busch, Global CEO of Siemens AG

Siemens' Global CEO Roland Busch discusses the company's transformation, focus on technology, renewable energy investments, collaboration with Microsoft in generative AI, impacts of tariff barriers on green tech, and countering extremism in the political landscape.
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Jul 4, 2024 • 42min

Lethal Liquor Part-2: Raisen’s Children with Melting Hands

Explore the disturbing case of child labor at Som Distilleries, where minors worked in hazardous conditions. Learn about the failures of local authorities and the gaps in India's child protection laws. Uncover the truth behind this violation of children's rights with expert insights.
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Jul 3, 2024 • 32min

Understanding India's New Criminal Laws

India has enacted three new laws to replace its colonial-era criminal laws, marking a significant shift in its criminal justice system. The Bharatiya Nyaya Sanhita (BNS) replaces the Indian Penal Code (IPC), the Bharatiya Nagarik Suraksha Sanhita (BNSS) replaces the Criminal Procedure Code (CrPC), and the Bharatiya Sakshya Adhiniyam (BSA) replaces the Indian Evidence Act. This overhaul aims to create a more victim-centric system, addressing terrorism, hate crimes, and mob lynchings while removing sedition. However, the changes have sparked public concern. What will happen to ongoing cases? Is chaos imminent? Criminal lawyers Tanveer Ahmed Mir and Amit Desai weigh in on the necessity and impact of these changes, questioning the extension of police custody to 90 days, the practicality of end-to-end digitisation, and the readiness of India's infrastructure. Join the conversation on The Morning Brief podcast with host Dia Rekhi!Credits: ANI NEWS, ThePrint, JollyLLBCheck out other interesting episodes like -  How Nvidia Became the World’s Most Valuable Company, Gold is Old: How Rich Indian Women Invest Now, Hyundai’s Mega IPO, India's Big Bond Breakthrough, Why Are Banks Worried About RBI’s New Project Finance Rules?, How Wall Street Algos are Eating Indian Option Traders’ Lunch? and more! Connect with our host Dia Rekhi on her social media: Twitter & Linkedin Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn,  Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.
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Jul 2, 2024 • 24min

Corner Office Conversation with Sanjeev Kumar Bijli of PVR Inox

PVR Inox, India's largest multiplex chain, is at a critical juncture amid a challenging year for the film industry. Despite a sluggish start to 2024, impacted by weak content, heatwaves, elections, and the IPL T20 tournament, analysts are optimistic. A Nuvama Equities report forecasts improved ad revenues and margins for FY25, potentially benefiting PVR Inox, which secures 30-35% of its ad revenues from long-term deals. PVR Inox is actively focusing on debt reduction, capex-light models, real estate monetization, and exploring alternative business models. Innovative partnerships, like those with KFC and Pizza Hut operator Devyani International, are also in the works.Tune in to The Morning Brief with Ratna Bhushan from The Economic Times, as she chats with Sanjeev Kumar Bijli, Executive Director at PVR Inox, about the future of India's largest multiplex chain! If you like this episode, check out more Corner Office Conversations from the podcast: S. Jaishankar, Ravi Kant Jaipuria, Arjun Nohwar, Manoj Chacko, G.V. Prasad, Dara Khosrowshahi, Henry Kravis, Campbell Wilson, Warren K. Harris, Nithin Kamath, and more! You can follow Ratna Bhushan on her social media: Twitter and Linkedin. Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn,  Amazon Music and Google Podcasts. See omnystudio.com/listener for privacy information.
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Jun 28, 2024 • 28min

Rethinking Risk: The New Strategy of Indian VCs

VC firms in India have been shifting their strategies, mirroring the cautious approach of private equity peers. The growth-at-any-cost mentality has faded post-2021. VCs are now focusing on startups with clear paths to profitability. Is this shift a temporary response to the funding winter, or a fundamental change in Indian venture investing? Are VCs now content with modest returns instead of high-risk, high-reward ventures? Apoorva Mittal speaks with Abhay Pandey of A91 Partners, Anand Lunia of India Quotient, and ET’s in-house VC expert Digbijay Misra to explore these questions. Tune in to The Morning Brief to hear about the evolving landscape of venture capital in India!Check out other interesting episodes like -  How Nvidia Became the World’s Most Valuable Company, Gold is Old: How Rich Indian Women Invest Now, Hyundai’s Mega IPO, India's Big Bond Breakthrough, Why Are Banks Worried About RBI’s New Project Finance Rules?, How Wall Street Algos are Eating Indian Option Traders’ Lunch? and more! You can follow our host Apoorva Mittal on her social media: Twitter & Linkedin Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn,  Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.
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Jun 27, 2024 • 19min

Exploring New Horizons: The Indian Travel Takeoff

From planning the perfect destination to capturing Instagram-worthy moments, travel thrills us all. Travel not only reduces stress but also boosts happiness, a trend backed by the Mastercard travel report showing 97 million passengers through Indian airports in just the first three months of 2024! Join ET's Prachi Verma on this episode of The Morning Brief as she dives into the latest travel trends and upcoming hot destinations. Hear from Madhavan Menon, Chairman of Thomas Cook, Rajesh Magow, co-founder and group CEO of MakeMyTrip, and Santosh Kumar, Country Manager for India, Sri Lanka, Maldives and Indonesia at Booking.com. Discover why Munich, Tokyo, and Albania are trending summer destinations and get inspired to choose your next adventure, whether it's beaches, mountains, or cultural escapades. Tune in to The Morning Brief! Check out other interesting episodes like -  How Nvidia Became the World’s Most Valuable Company, Gold is Old: How Rich Indian Women Invest Now, Hyundai’s Mega IPO, India's Big Bond Breakthrough, Why Are Banks Worried About RBI’s New Project Finance Rules?, How Wall Street Algos are Eating Indian Option Traders’ Lunch? and more! You can follow Prachi Verma on her social media: Twitter and Linkedin Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn,  Amazon Music and Google PodcastsSee omnystudio.com/listener for privacy information.
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Jun 26, 2024 • 20min

Tech Glitches: An Uncalculated Market Risk?

Remember the market chaos during the last election? A massive upswing after the exit polls, followed by the biggest plunge in four years. Investors rushed to capitalise on the dip, but a technical glitch delayed transactions, causing missed profit opportunities. Imagine your screen freezing during a critical trade, or not being able to access your demat account when the market is volatile. Market glitches like these, while not frequent, can lead to losses worth hundreds of crores and impact discount brokers to full-scale brokers, and even commodity traders at MCX, which faced a four-hour outage in February. In today’s episode, we delve into the causes and impact of these glitches. Are they a Dalal Street peculiarity or a global phenomenon? Has the regulator noticed, and what actions are being taken? Join Anirban Chowdhury and Nikhil Agarwal as they discuss these issues with NSE's former CTO Sankarson Banerjee and ⁠Sivakumar Jayachandran, Founder & CEO, Oi Pulse & 1Cliq.  Tune in to The Morning Brief to understand the hidden risks of market trading! Check out other interesting episodes like: How Nvidia Became the World’s Most Valuable Company, Gold is Old: How Rich Indian Women Invest Now, Hyundai’s Mega IPO, India's Big Bond Breakthrough and more! You can follow Nikhil Agarwal on his social media: Twitter and Linkedin You can follow our host Anirban Chowdhury on his social media: Twitter & Linkedin Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn,  Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.

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