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The Morning Brief

Latest episodes

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Dec 21, 2024 • 28min

My Portfolio, My Rules: The Rise of the Woman Investor

Amisha Vora, Chairperson of Prabhudas Lilladher Group, and Lakshmi Iyer, CEO of Kotak Alternate Asset Managers LLP, dive into the booming wave of female investors redefining the financial landscape. They discuss how women are swapping traditional saving methods for savvy investment practices in equities and mutual funds. Insights into developing resilience, navigating investment choices, and the importance of a long-term strategy are shared. Both guests emphasize the growing ambition and risk tolerance of women in finance, marking an exciting shift in investment norms.
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7 snips
Dec 20, 2024 • 23min

One Nation, One Election, Many Contentions

Chakshu Roy, Head of Legislative and Civic Engagement at PRS Legislative Research, shares insights on the contentious 'One Nation, One Election' proposal. The discussion unpacks the motivations behind the NDA government's push, examining claims of increased efficiency against fears of centralizing power and marginalizing regional parties. The debate explores historical context, constitutional challenges, and implications for India's democracy and federalism. Get ready for a deep dive into one of the nation's most significant political controversies.
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Dec 19, 2024 • 52min

Corner Office Conversation: The Mega Listing Of Vishal Retail

Gunender Kapur, MD and CEO of Vishal Megamart, shares the inspiring turnaround story of the brand, emphasizing strategies for success in Indian retail. Nishant Sharma, managing partner at Kedaara Capital, dives into investment challenges while discussing the socio-economic impact of their mega listing. Manas Tandon of Partners Group offers insights into optimizing retail strategies, including the importance of supply chain management. Together, they explore the dynamic landscape of fast fashion and the need for innovative approaches in a rapidly expanding market.
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13 snips
Dec 17, 2024 • 22min

Mint Street’s New Maestro

Indranil Pan, Chief Economist at Yes Bank, dives into the complex economic landscape facing India with the appointment of new RBI Governor, Sanjay Malhotra. They discuss the critical balance between inflation control and GDP growth, explore the shifting dynamics of cryptocurrencies and non-banking financial companies, and assess the challenges ahead for monetary policy. Pan's insights provide a sharp analysis of the new leadership's approach and the potential impacts on the Indian economy.
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Dec 16, 2024 • 1h 4min

TMB Rewind: Tabla, Tech and Triumph with Ustad Zakir Hussain

Ustad Zakir Hussain, a Grammy-winning tabla virtuoso, shares insights from his illustrious career and collaborations with music legends. He reflects on his journey from a young innovator in the US to a driving force in Hindustani classical music. The conversation touches on the evolution of musical styles, the impact of social media on artists, and the balance between tradition and technology in music. Hussain also discusses the importance of unity through music and the challenges of merging AI with artistic expression.
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6 snips
Dec 14, 2024 • 20min

Meet BSE's Turnaround Man

Amisha Vora, Chairperson of Prabhudas Lilladhar Group, and Lakshmi Iyer, CEO of Kotak Alternate Asset Managers, delve into the evolving landscape of women's investment strategies. They discuss the shift from traditional investing to equities and the importance of resilience in overcoming risks. The conversation highlights the empowerment of women in finance, emphasizing education, long-term planning, and the reduction of risk aversion. Their insights illuminate a cultural transformation, encouraging more women to embrace diverse investment opportunities and navigate challenges effectively.
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Dec 13, 2024 • 42min

ET CEO Roundtable

A panel of India's leading CEOs and experts dive into pressing economic issues and opportunities. They discuss the impact of global conflicts, inflation, and the rapid rise of AI shaping India's future. The influence of private equity in healthcare takes center stage, while the rising costs for the middle class and the importance of rural markets are explored. Climate change challenges and the role of technology are highlighted, alongside the need for more diversity in corporate leadership and the future of electric vehicles amid government subsidies.
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11 snips
Dec 12, 2024 • 24min

Will Musk’s Starlink Finally Come to India?

Join Siddhant Cally, a Research Analyst at Counterpoint Research, and Ashutosh Sharma, VP at Forrester, as they dive into the satellite communication revolution in India. They discuss how Elon Musk’s Starlink and Jeff Bezos’ Project Kuiper could disrupt the telecom landscape, sparking concerns from major companies. Key topics include the potential benefits for remote education and healthcare, regulatory hurdles that satellite providers face, and the urgent need for innovation amidst market tensions. Will India be ready for satellite internet?
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10 snips
Dec 10, 2024 • 28min

Yuval Noah Harari On Information, Invasion, India

Yuval Noah Harari, a celebrated writer and historian, discusses crucial themes from his latest book, Nexus. He warns about the dangers of unchecked AI and how information networks can distort our perception of truth. The conversation dives into geopolitical tensions, focusing on Russia's invasion of Ukraine and the complexities of the Israeli-Palestinian conflict. Harari emphasizes India's potential role in restoring global stability while exploring how digital platforms isolate information and impact shared realities.
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10 snips
Dec 7, 2024 • 23min

The Art of Investing

Kenneth Andrade, founder and CIO of Old Bridge Capital Management, and Sunil Singhania, founder of Abakkus Asset Manager LLP, delve into the evolving art of investing. They discuss the importance of corporate governance, especially in small and mid-cap stocks, while sharing transformative lessons learned during market challenges. The duo emphasizes the virtue of patience in investing and the need for disciplined strategies over gut feelings. They also explore the dynamics of the airline industry, illustrating how market cycles and competitive landscapes influence smart investment decisions.

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