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The Morning Brief

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Aug 2, 2024 • 19min

Taxing Times for Infosys

Dia Rekhi, a tax expert, joins to discuss the staggering ₹32,000 crores tax notice faced by Infosys, a landmark issue in India’s IT landscape. They explore the implications of this case for the company and the broader sector, including potential impacts on compliance and reputation. Insights into the complexities of GST regulations and the confusion surrounding tax credits are also highlighted. The conversation emphasizes the necessity for clearer tax policies to mitigate risks for IT firms in India.
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Aug 1, 2024 • 20min

Will Ola Electrify the Markets?

Sumantra Barooah, an auto expert with extensive knowledge of the electric vehicle sector, and Manu P Toms, focused on electric mobility's implications, dive into Ola Electric's upcoming IPO. They discuss how the IPO aims to raise 6100 crore rupees amid market excitement and concerns over rising losses. The duo examines Ola's operational strategies for product quality, after-sales support, and the competitive landscape as traditional manufacturers enter the electric scooter market, shedding light on the challenges and opportunities ahead for investors.
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Jul 30, 2024 • 22min

The Biggest Indian Pharma Deal of the Decade

Mankind Pharma is making headlines with its massive acquisition of Bharat Serums and Vaccines for Rs 13,630 crore. This strategic move marks a significant shift towards the specialized healthcare market, especially in women's health and infertility. Experts discuss the implications for Mankind's industry standing and operational strategy. The deal not only showcases Mankind's ambition but also the critical role of innovation in reshaping India's pharmaceutical landscape. Can this bold step position them as a leader in the evolving market?
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Jul 26, 2024 • 24min

Bangladesh Quota Furore

Former Foreign Secretary Harsh Vardhan Shringla and ET correspondent Dipanjan Roy Chaudhury discuss the unrest in Bangladesh over a 30% job quota for freedom fighter descendants, leading to protests, 200+ deaths, and regional stability concerns. They delve into economic implications, India's role, and empowerment challenges amidst public unrest.
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Jul 25, 2024 • 35min

Budget Baatein with Swaminathan Aiyar

Economic analyst Swaminathan Aiyar discusses India's burning issues of investments, employment, and consumption post-Budget 24. Critiquing PLIs, FDI trends, and private sector investment debates. Exploring historical budget reforms and challenges for labor reform and next-generation areas.
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Jul 23, 2024 • 24min

Quantum Computing: Understanding Qubits And The Future

There are three kinds of people in the world: those who understand quantum computing, those who dont..and those who do and don’t. Quantum computing goes beyond the world of binaries, into the smallest units of calculations fathomable. It can simulate chemical reactions and optimize AI, financial service and healthcare beyond the range of current human thought. It is into this realm that India wishes to take a leap. It launched the National Quantum Mission with a budget of over Rs. 6,003 crore (approximately $730 million) for 2023-2031. It is building an indigenous quantum computer, of 6 to 7 qubits. Like in other tech capabilities, India is a late starter with super charged ambitions. Host Dia Rekhi, Robert Sutor, Vice President at The Futurum Group and Ajai Chowdhry, Chair of the Mission Governing Board of the National Quantum Mission delve into this fascinating world and analyse India’s place in it.Credits: IBM Research, World LeaderCheck out other interesting episodes from the host like: Bumpy Rides For EVs in India, 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!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 19, 2024 • 16min

The Blue Screen of Death

Tech research CEO Peter Bendor-Samuel discusses the recent tech apocalypse caused by a problematic update from CrowdStrike, leading to global system crashes and the famous Blue Screen of Death. The podcast delves into the chaos, the challenges in fixing it, and the importance of quality checks in tech implementation.
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Jul 19, 2024 • 18min

Risk or Respite: RBI Sets Rules On Fraud

Guests Abizer Diwanji and Dhruv Chawla discuss RBI's new rules on banking fraud, giving accused borrowers more time to respond. They explore the implications of being labeled fraudulent and the importance of rules in fraud prevention. The podcast also delves into challenges in data-driven systems and regulatory balance in the banking sector.
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Jul 18, 2024 • 21min

Power Play: AP's Vendetta Politics

Andhra Pradesh's Chief Minister N. Chandrababu Naidu's quest to attract investments and eliminate political opposition, including demolishing YSRCP's office and releasing critical white papers. Insights on alleged corruption under the YCP government and rebuilding Brand Andhra Pradesh. Discussion on political controversies, retaliatory actions, and upcoming union budget preparations.
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Jul 16, 2024 • 19min

Bumpy Ride For EVs In India

Rajeev Singh from Deloitte India discusses the slowdown in EV sales in India, challenges like limited charging infrastructure, and Tata Motors revising sales targets. They explore government subsidies, hybrid models, and customer experiences, comparing India's approach with China's NEV policy.

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