businessline podcasts

Following the high inflation in input materials in Q1, companies passed on the costs increases , resulting in slower revenue growth in Q2. Lack of operating leverage impacted profitability as well. But as a silver lining, margin decline seems to have taken a breather. Interest costs and debt are not hot topics right now, but will be a monitorable going forward, as market interest rates rise. What's in store on the earnings front for investors ? Listen on.

Recently, the Security and Exchange Board of India, SEBI, made amendments to the takeover code. The change has been made to ease strategic investments in public sector units for the Central and State governments. The board has gone away with the rule that used to link open price offer to the last 60 days’ trading volume.

In this podcast, we discuss the SEBI takeover code, the recent amendments made by SEBI and the view of experts about the same. Listen in.

The COP27, or the 27 th Conference of Parties (countries) who signed the UN Framework Convention on Climate Change (UNFCCC), is described as an ‘implementation COP’, and will focus on implementing the decisions agreed upon in the earlier COPs.

What is being discussed at COP27? M Ramesh explains.

India-Russia ties are becoming strong and steady each passing day. Russia has emerged as the 5th largest exporter of India for oil and several other items. Recently, External Affairs Minister S Jaishankar visited Russia from November 7-8.  Among others, Jaishankar discussed the exponential growth in Indo-Russia bilateral trade.

What were the points of discussion between Jaishankar and his Russian counterpart during the visit? Do we expect India to be a consistent trading partner with Russia amid concerns from the West? Do we expect Rupee settlement for international trade between India and Russia? Listen in.

The last few months have seen the global crypto market has seen a lot of volatility on account of several factors.

Even recently, FTX Chief Executive Sam Bankman-Fried launched an urgent push to raise funds to save his firm as the crypto exchange looks to plug a reported $8 billion hole in its finances.

What has brought about this volatility in the global crypto market and are Indian crypto investors jittery in making crypto investments?

Anshika Kayastha explains.

India has introduced a new pricing mechanism for jet fuel. This new pricing system will be a benchmark change as it could bring in more parity between global crude price and jet fuel price in India.

What is the new ATF pricing mechanism? How is the new pricing mechanism more effective than the old one? How will the new system help the Indian airlines? Will the benefits of ATF price reduction due to new pricing mechanism be passed on to customers?

Abhishek Law, Special Correspondent, businessline explains it all. Listen in!

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The India-UK Free Trade Agreement is underway. According to reports, India is looking at greater market access for pharmaceutical products with the deal. However, the humanitarian group Doctors Without Borders mentioned that the India-UK FTA might hurt the supply of generic medicines globally. The group has also asked India and UK to keep Intellectual Property (IP) off the table.

In this podcast, we discuss the views of pro-health groups about the India-UK Free Trade Agreement, the points of concern addressed by Doctors Without Border and others.

Elon Musk, Parag Agrawal, and Twitter's leadership rejigs have been clogging news headlines. But throughout history, many start-up and business owners have routinely ousted CEOs. The guest in this episode, Shiv Shivakumar, Group Executive President, Corporate Strategy at Aditya Birla group and a well-known management thinker, describes the asymmetric equation between owners and CEOs; it usually favours the owners, and the situation at Twitter is just the most obvious example of that. When there is a key ideological difference between a CEO and an owner, the organisation suffers. Shiv argues that today's technocrat owners like Musk don't need professional CEOs like before. He offers prescriptions for how to correct this power imbalance and lead a company that employees trust.

(Produced by Akshaya Chandrasekaran)

It has been a wild ride this year for US technology stocks with the Nasdaq Composite Index crashing by 34 per cent ytd. The market rout has not spared even the highly regarded FAANG or FAANGMAN stocks. The stock of Facebook or Meta Platforms is no exception to this with over a 70 per cent correction from its highs. What should investors do now? Tune in to the podcast to understand what is happening and whether the correction in this blue-chip stock is a  buying opportunity

Listen in!

Aam Aadmi Party (AAP) on Friday named Isudan Gadhvi, a former Gujarati TV journalist as their chief ministerial candidate for the Gujarat elections.

Why is he the choice of the Aam Aadmi Party, what works in his favour, and what are the likely political equations in play ahead of Gujarat elections 2022.

Rutam Vora explains.

Listen in!

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