Episodes
Tesla shares jumped 15%, posting their best day in three years as investors reacted to Elon Musk’s China visit; Xi Jinping is heading to the European Union for the first time in five years; RBI asks lenders to review loan disbursal practices, interest charges; Ola Cabs CEO Hemant Bakshi steps down after four months of appointment...All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/30/24
Federal Reserve to announce interest rate decision this week; US Secretary of State Antony Blinken to step up efforts to secure a truce in Gaza; Minority shareholders file suit against ICICI Securities on delisting issues; Elon Musk makes an unannounced trip to China, a week after postponing India visit…All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/29/24
Microsoft, Alphabet unveil Q1 results, beat analysts estimates; U.S. economic growth slid to an almost two-year low last quarter; Second phase of polling in the ongoing Lok Sabha Elections kickstarts; An above-normal monsoon, as widely predicted, can ease inflation in the months ahead, says the Finance Ministry…All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/26/24
RBI directs Kotak Mahindra Bank to stop issuance of fresh credit cards and onboarding of new customers through its online and mobile banking channel; HUL's fourth-quarter profit met estimates, falling 1.5% to just over 2560 crore; LTIMintree's revenue falls 1.4% to about Rs 8900 crore; Axis Bank's net profit rises in the fourth quarter of fiscal 2024, beating analysts' estimates. All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/25/24
RBI indicates sustained momentum in domestic demand conditions for March 2024; NSE to waive off transaction charge in F&O trade on Nifty Next 50 for six months; Axis Bank, Hindustan Unilever, LTIMindtree and more to announce their earnings today; The U.S. Composite PMI Output Index fell to 50.9 this month from 52.1 in March..All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/24/24
Earnings front and centre for both India & U.S.; Vodafone Idea's FPO subscribed 6.36 times; FSSAI initiates a new round of quality assessments on products from spice manufacturers.... All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/23/24
Yield on the 10-year Treasury rose above 4.6% and the 2-year yield is now within touching distance of 5%; Infosys’ Q4 revenue missed street estimates; Bajaj Auto’s surged by more than a third; NCLAT overturned the insolvency order against Dream11 parent…All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/19/24
U.S. shares extended their losing streak to the longest since January; Vodafone Idea has mopped up close to Rs 5,400 crore from anchor investors ahead of its FPO; A new study warns about Nestle's sugar-rich baby food formulas; Adani Group increases stake in Ambuja Cements to 70.3%..All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/18/24
Israel vows response to Iran's attack as calls for restraint mount; India’s overall exports in FY24 are estimated to reach $776.68 billion; NCLAT will continue hearings on challenges to Zee-Sony merger; Jio Financial and BlackRock to form joint venture for wealth business in India; EU is set to launch a probe into China’s procurement of medical devices...All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/16/24
Israel says it has downed 300 missile and drone attack from Iran; PM Modi released BJP's election manifesto ahead of Lok Sabha elections; India's CPI inflation stood at 4.85% in March, compared with 5.1% in January and February; Power ministry has directed gas-based power plants to operate at maximum capacity from May 1 to June 30...All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/15/24
U.S. inflation comes in hotter than expected in March; Investments coming into India via Mauritius will now face closer scrutiny; Chinese yuan may be the key to decoding when the RBI intends to intervene in the forex market and by how much; Elon Musk confirms India visit, meeting with PM Modi…All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/12/24
The number of unicorns in India has declined for the first time in four years to 67; Baba Ramdev and Acharya Balkrishna have filed a fresh unconditional apology to the Supreme Court in Patanjali ad case; Tata Electronics is in talks to acquire a majority stake in Pegatron's India factory; Intel unveils new AI accelerator in bid to challenge Nvidia…All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/10/24
U.S. Treasury 10-year yields rose to the highest since November; Gold has stayed at a record high ahead of US inflation data; Bain Capital is looking to sell its entire stake in Axis Bank; RBI report flags climate change risks for economic growth…All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/09/24
Israel is pulling some troops out of southern Gaza; Wipro appoints Srinivas Pallia as its new CEO and MD, following the resignation of Thierry Delaporte; Bajaj Finance's subsidiary Bajaj Housing Finance is required to list by September 30, 2025; Vistara is "carefully scaling back" its operations by around 25–30 flights per day…All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/08/24
RBI's norms on exchange-traded currency derivatives deferred to May 3; Pilot associations urge Tata Group chairperson to address Vistara pilots’ grievances; Gold reserves with central banks across the world rose for the ninth straight month in February;  OPEC+ chose to stick with oil supply cuts for the first half of the year…All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/05/24
Federal Reserve Chair Jerome Powell is back with his higher for longer negative as U.S. Equities slip for the third day in a row; National Stock Exchange has introduced four new indices; Government increases the windfall tax on crude petroleum; DMart added 24 stores in Q4 FY24...…All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/04/24
World Bank raises India's GDP growth projection by 20 bps to 6.6% for FY25; Heatwaves in India to impact vegetable cultivation, but not wheat, says IMD official; NSE halves market lot size of derivatives contracts for Nifty 50; 7.4 magnitude earthquake hits Taiwan, tsunami warning issued.…All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/03/24
Several flight cancellations and delays have forced Vistara to reduce operations; AU Small Finance Bank and Fincare SFB merger comes into effect; Aditya Birla Group plans to demerge Madura Fashion & Lifestyle into a separate listed company; Byju's informed employees that their March salaries would be delayed, citing "irresponsible action" by the four foreign investors; Byju's delays March salaries over 'irresponsible action' by four foreign investors…All this and much more on your daily...
Published 04/02/24
India forex reserves hit all-time high, rise by $140 million to $642.63 billion; GST authorities urges IT Ministry to block 60 offshore online gaming platforms; Infosys expects refund of Rs 6,329 crore from the Income Tax Department; HDFC Bank plans to sell 100% stake in HDFC Education and Development Services…All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 04/01/24
Delhi CM Arvind Kejriwal will continue to remain in custody; Bajaj Housing Finance readies for IPO worth $1 billion; Renault-Nissan to invest $600-700 million to make India an export hub...All this and much more on your daily podcast by Alex Mathew and Niraj Shah.
Published 03/28/24
A major commuter bridge in the city of Baltimore collapsed after being struck by a container ship, causing shipping traffic at one of the most important ports on the U.S. East Coast to grind to a halt; Cocoa futures surged above an unexpected $10,000 per ton, extending a historic run up that has already seen prices double this year; India's current account deficit eased in the October-December quarter to $10.5 billion (1.2% of the GDP); L&T is raising eyebrows after the board approved a...
Published 03/27/24
India's currency dropped sharply in offshore trade against the U.S. dollar on Friday to hit a record low of 83.70 per dollar, 27 paise down from the spot market close; Quantum Mutual Fund has voted against the resolution for the merger of ICICI Bank with its subsidiary, ICICI Securities; Tata Group has pivoted from traditional sectors towards electric mobility, artificial intelligence and energy transition as part of the conglomerate's transformation goals; Boeing's CEO, head of commercial...
Published 03/26/24
Delhi Chief Minister Arvind Kejriwal has been arrested by the Enforcement Directorate in the liquor policy case; SBI has released a fresh data set detailing the parties and whose bonds they encashed; Mutual funds will stop fresh subscriptions to overseas exchange-traded funds on April 1; Mahindra & Mahindra has signed a memorandum of understanding with Adani Total Energies E-Mobility to establish EV charging infrastructure across India; Securities and Exchange Board of India introduced a...
Published 03/22/24
The U.S. Federal Reserve maintains status quo, keeping its policy rate unchanged while continuing to signal three interest rate cuts in 2024; Airtel subsidiary, Bharti Hexacom, is planning to launch its initial share sale in the next two weeks after it received the regulator's nod to float its public issue; Wockhardt is set to raise up to Rs 570 crore through QIP; Newly formed Indian REITs Association has pitched to the market regulator for real estate investment trusts to be classified as...
Published 03/21/24