Big changes are underway in Indian markets as SEBI introduces new regulations focusing on transparency and flat fee structures. Foreign investors are increasingly flocking to India, highlighting a shift in investment trends. Meanwhile, Tata Motors is gearing up for the electric wave, positioning itself strongly in the EV sector. On a lighter note, the podcast touches on a bizarre global IT outage, humorously dubbed the 'end of the world—software edition'.

This week dives into the battle of titans: Adani vs. Birla, and explores why SBI Cards has hit a financial lull. The shifting landscape of India’s telecom sector brings intrigue as duopoly reigns, while the love-hate relationship with China takes center stage amid economic tensions. The podcast also discusses the ongoing addiction to coal and the global push towards clean energy. Tune in for sharp insights and playful banter that’ll leave you informed and entertained!

Discover the booming rise of SUVs and what it means for the automotive landscape. Explore how Maruti Suzuki is thriving with impressive sales in a changing market. Dive into the nuances of the global shift from coal, revealing the hurdles faced by different countries and the ongoing battle against climate change. The complex dynamics of environmental concerns and economic realities shape this critical conversation.

Aditya Birla is making a bold move into India's jewelry market, leveraging cultural trends in consumer demand. There's an intriguing discussion on whether insurance premiums will become more affordable thanks to lower GST initiatives. Additionally, the podcast dives into the complexities of crude oil pricing, particularly in light of rising tensions in the Middle East and its implications for India as a key oil importer. The interplay of global conflicts and market dynamics offers a thought-provoking look at potential economic ripple effects.

The podcast dives into the shifting landscape of telecom companies striving for profitability amid fierce competition. It discusses a potential acquisition of Haldiram's by Blackstone, underscoring private equity's keen interest in the Indian market. There's a spotlight on the complexities faced by PMS managers due to new tax regulations. Listeners also hear about Ola's ongoing legal battle impacting its mapping business and explore the intricate and sometimes contentious relationship between India and China.

Discover the fierce competition between Adani and Birla as they vie for dominance in the cement industry. Dig into SBI Cards' surprising earnings slowdown while exploring the booming Indian aviation market. Learn how Indigo is outperforming in key performance metrics. Plus, find out why the government's stance on gold bonds is raising eyebrows amidst changing economic trends. This conversation touches on pivotal issues shaping India's financial landscape.

The RBI's latest liquidity regulations could reshape the banking landscape, raising questions about profitability. Meanwhile, private equity faces challenges ahead of retrospective taxation concerns. On a brighter note, Paytm's foreign investment approvals may lead to a revival. In global news, the US sees surprising GDP growth while embracing mainstream cryptocurrencies, as evidenced by the approval of Bitcoin and Ethereum ETFs. Discover how differing regulatory approaches between India and the US might impact the future of crypto.

This is the fourth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry, we've got you covered. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: 1) Reliance is feeling the blues 2) Bajaj Finance is in a mixed state 3) This quarter, Axis got axed 4) Did the budget disappoint you? 5) Gold fell by more than 5% 6) India China, bhai bhai…again! 7) China has become a hoarder! 8) India is building Aadhaar for agriculture? We have launched two new shows: "Please Help Me Understand" and "The Big Picture." On "Please Help Me Understand," we'll ask experts all the dumb questions that you are embarrassed about asking. The goal is to help you understand things that seem complicated. On "The Big Picture," we will talk to some of the smartest people in the markets about big trends that are shaping the financial markets. If you want to be an expert on finance, just listen to our shows. We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

In today’s episode, we look at 7 big stories: - This quarter, Axis got axed - L&T’s CFO is concerned about skilled laborers - India China, bhai bhai…again! - China has become a hoarder! - Can MapMyIndia Map India? - India is building an Aadhaar for agriculture? - Rain rain, please don’t go away! We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Checkout today's edition: https://open.substack.com/pub/thedailybriefing/p/india-china-bhai-bhaiagain

In today’s episode, we look at 3 big stories: - A closer look at the budget - Gold fell by more than 5% - Bajaj Finance is in a mixed state We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/