The Morning Brief

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.

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.

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.

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?

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.

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.

In this insightful talk, Gaurasen Gupta, Chief Economist at IDFC FIRST Bank, examines the thorny issue of food inflation and its exclusion from India's monetary policy metrics. He highlights how volatile food prices impact the consumer price index, which comprises 46% food components. Gupta explains the implications of supply-side shocks on key commodities and the importance of considering food inflation in economic strategies. He also discusses GDP trends, potential interest rate cuts, and how these factors may affect households and wage negotiations.

Sugata Ghosh, associate editor at ET, sheds light on a stunning data leak revealing over ₹1,000 crore in undisclosed properties owned by wealthy Indians in Dubai. He explores the tax implications for India and how this discovery could ignite a global crackdown on hidden wealth. The conversation touches on fresh mandates for declaring foreign assets and the legal risks of non-compliance, as well as the motivations driving affluent Indians to invest abroad. Get ready for an insightful dive into wealth, tax evasion, and regulatory challenges!

In this discussion, Ashima Goyal, a renowned economist and former RBI Monetary Policy Committee member, delves into India's economic challenges. She unpacks the factors behind the recent slowdown, including high real interest rates and stagnant manufacturing. Topics such as the impact of food prices on inflation and the need for better fiscal strategies are highlighted. Goyal emphasizes the importance of learning from past patterns and suggests a rethink of the nation’s growth trajectory to stimulate private consumption and investment.

Vijay Kedia, a veteran investor known for his insightful stock tips, dives into the booming world of tip-based trading. He discusses the risks of relying on social media influencers and the rise of digital scams that prey on unsuspecting investors. Kedia emphasizes the importance of conducting thorough research and shares personal anecdotes of navigating misinformation. The podcast also touches on the challenges posed by celebrity endorsements and highlights the critical need for regulatory measures to protect investors from fraudulent advice.