The Morning Brief

India’s capital markets regulator Sebi has asked online brokerages to move away from any kind of slab pricing to their clients and levy one, uniform charge. It has sweeping implications for fintech startups in the online stock brokerage space. Companies like Zerodha, Groww, and Shoonya, known for their zero brokerage models, face potential revenue disruptions and valuation shifts. As SEBI continues to enforce stringent regulations aimed at enhancing market accountability and oversight, how will these fintech players adapt? Hosts Nikhil Agarwal and Anirban Chowdhury talk to Arun Chaudhry, CBO of m.Stock by Mirae Asset and ET’s Pratik Bhakta to explore the ripple effects of this mandate, the strategic pivots these companies might need to make, and whether this is part of a broader regulatory trend targeting online brokers. Tune in. 

Check out other interesting episodes like: How Nvidia Became the World’s Most Valuable Company, Gold is Old: How Rich Indian Women Invest Now, Hyundai’s Mega IPO, India's Big Bond Breakthrough, Why Are Banks Worried About RBI’s New Project Finance Rules?, How Wall Street Algos are Eating Indian Option Traders’ Lunch?, and more!

You can follow Nikhil Agarwal on his social media: Twitter and Linkedin

You can follow our host Anirban Chowdhury on his 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.

Adani group’s recent acquisition spree in the cement space has reshaped the competitive landscape by challenging Aditya Birla Group’s long-standing lead with UltraTech cement. Aditya Birla Group has continued its aggressive expansion strategy through its recent buyout of India Cements indicating its intent to continue being a market leader. As both companies increase their production capacities against an increasing demand from housing projects and government infrastructure spending, there are key questions that occur. Join host Anirban Chowdhury talks to Vipul Prasad, Founder, Magadh Capital Advisors LLP and Arijit Barman from ET on seismic shifts in the Indian cement industry brought about by the giants.

Credits: CNBC-TV18, Business Today

Check out other interesting episodes like: 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!

You can follow Anirban Chowdhury on his social media: Twitter and 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.

Did you know Siemens is the world's largest industrial software company? The Morning Brief podcast explores how this German giant, known for smart cities, cutting-edge green factories, and innovative energy solutions, is transforming to meet today's challenges. Host Arijit Barman sits down with Siemens' Global CEO Roland Busch as they discuss industry, innovation, and the future of industrial software, with a special focus on India. Dr. Busch discusses Siemens' journey, the mega trends on every global CEO's mind, and the company's strategies. Tune in for this enlightening conversation to uncover the truth behind Siemens' transformation and what lies ahead in the industrial landscape!


If you like this episode, check out more Corner Office Conversations from the podcast: S. Jaishankar, Ravi Kant Jaipuria, Arjun Nohwar, Manoj Chacko, G.V. Prasad, Dara Khosrowshahi, Henry Kravis, Campbell Wilson, Warren K. Harris, Nithin Kamath, and more!

You can follow our host Arijit Barman on his social media: Twitter and 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.

In the second part of this eye-opening episode of The Morning Brief, we delve into the disturbing case of child labor at Som Distilleries in Madhya Pradesh. Around 100 minors worked 12-hour shifts in hazardous conditions, disguised in school uniforms and exposed to harmful chemicals, until a government rescue intervened. Shockingly, operations resumed shortly after suspension. Why did local authorities fail to protect these children? What happens to the victims now? And what does this incident reveal about the glaring gaps in India’s child protection laws? Join Anirban Chowdhury as he investigates these urgent questions and uncovers the truth behind this egregious violation of children's rights with Manish Sharma, director, Bachpan Bachao Andolan, activist & lawyer Bhuwan Ribhu, Priyank Kanoongo, chairman NCPCR, and Abhijit Agrawal, excise commissioner of MP.

Check out other interesting episodes like: 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!

You can follow our host Anirban Chowdhury on his 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.

India has enacted three new laws to replace its colonial-era criminal laws, marking a significant shift in its criminal justice system. The Bharatiya Nyaya Sanhita (BNS) replaces the Indian Penal Code (IPC), the Bharatiya Nagarik Suraksha Sanhita (BNSS) replaces the Criminal Procedure Code (CrPC), and the Bharatiya Sakshya Adhiniyam (BSA) replaces the Indian Evidence Act. This overhaul aims to create a more victim-centric system, addressing terrorism, hate crimes, and mob lynchings while removing sedition. However, the changes have sparked public concern. What will happen to ongoing cases? Is chaos imminent? Criminal lawyers Tanveer Ahmed Mir and Amit Desai weigh in on the necessity and impact of these changes, questioning the extension of police custody to 90 days, the practicality of end-to-end digitisation, and the readiness of India's infrastructure. Join the conversation on The Morning Brief podcast with host Dia Rekhi!

Credits: ANI NEWS, ThePrint, JollyLLB

Check out other interesting episodes like -  How Nvidia Became the World’s Most Valuable Company, Gold is Old: How Rich Indian Women Invest Now, Hyundai’s Mega IPO, India's Big Bond Breakthrough, Why Are Banks Worried About RBI’s New Project Finance Rules?, How Wall Street Algos are Eating Indian Option Traders’ Lunch? 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.

PVR Inox, India's largest multiplex chain, is at a critical juncture amid a challenging year for the film industry. Despite a sluggish start to 2024, impacted by weak content, heatwaves, elections, and the IPL T20 tournament, analysts are optimistic. A Nuvama Equities report forecasts improved ad revenues and margins for FY25, potentially benefiting PVR Inox, which secures 30-35% of its ad revenues from long-term deals. PVR Inox is actively focusing on debt reduction, capex-light models, real estate monetization, and exploring alternative business models. Innovative partnerships, like those with KFC and Pizza Hut operator Devyani International, are also in the works.

Tune in to The Morning Brief with Ratna Bhushan from The Economic Times, as she chats with Sanjeev Kumar Bijli, Executive Director at PVR Inox, about the future of India's largest multiplex chain!

If you like this episode, check out more Corner Office Conversations from the podcast: S. Jaishankar, Ravi Kant Jaipuria, Arjun Nohwar, Manoj Chacko, G.V. Prasad, Dara Khosrowshahi, Henry Kravis, Campbell Wilson, Warren K. Harris, Nithin Kamath, and more!

You can follow Ratna Bhushan on her social media: Twitter and 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.

VC firms in India have been shifting their strategies, mirroring the cautious approach of private equity peers. The growth-at-any-cost mentality has faded post-2021. VCs are now focusing on startups with clear paths to profitability. Is this shift a temporary response to the funding winter, or a fundamental change in Indian venture investing? Are VCs now content with modest returns instead of high-risk, high-reward ventures? Apoorva Mittal speaks with Abhay Pandey of A91 Partners, Anand Lunia of India Quotient, and ET’s in-house VC expert Digbijay Misra to explore these questions. Tune in to The Morning Brief to hear about the evolving landscape of venture capital in India!

Check out other interesting episodes like -  How Nvidia Became the World’s Most Valuable Company, Gold is Old: How Rich Indian Women Invest Now, Hyundai’s Mega IPO, India's Big Bond Breakthrough, Why Are Banks Worried About RBI’s New Project Finance Rules?, How Wall Street Algos are Eating Indian Option Traders’ Lunch? and more!

You can follow our host Apoorva Mittal 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.

From planning the perfect destination to capturing Instagram-worthy moments, travel thrills us all. Travel not only reduces stress but also boosts happiness, a trend backed by the Mastercard travel report showing 97 million passengers through Indian airports in just the first three months of 2024! Join ET's Prachi Verma on this episode of The Morning Brief as she dives into the latest travel trends and upcoming hot destinations. Hear from Madhavan Menon, Chairman of Thomas Cook, Rajesh Magow, co-founder and group CEO of MakeMyTrip, and Santosh Kumar, Country Manager for India, Sri Lanka, Maldives and Indonesia at Booking.com. Discover why Munich, Tokyo, and Albania are trending summer destinations and get inspired to choose your next adventure, whether it's beaches, mountains, or cultural escapades. Tune in to The Morning Brief!

Check out other interesting episodes like -  How Nvidia Became the World’s Most Valuable Company, Gold is Old: How Rich Indian Women Invest Now, Hyundai’s Mega IPO, India's Big Bond Breakthrough, Why Are Banks Worried About RBI’s New Project Finance Rules?, How Wall Street Algos are Eating Indian Option Traders’ Lunch? and more!

You can follow Prachi Verma on her social media: Twitter and 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.

Remember the market chaos during the last election? A massive upswing after the exit polls, followed by the biggest plunge in four years. Investors rushed to capitalise on the dip, but a technical glitch delayed transactions, causing missed profit opportunities. Imagine your screen freezing during a critical trade, or not being able to access your demat account when the market is volatile. Market glitches like these, while not frequent, can lead to losses worth hundreds of crores and impact discount brokers to full-scale brokers, and even commodity traders at MCX, which faced a four-hour outage in February. In today’s episode, we delve into the causes and impact of these glitches. Are they a Dalal Street peculiarity or a global phenomenon? Has the regulator noticed, and what actions are being taken? Join Anirban Chowdhury and Nikhil Agarwal as they discuss these issues with NSE's former CTO Sankarson Banerjee and ⁠Sivakumar Jayachandran, Founder & CEO, Oi Pulse & 1Cliq. 

Tune in to The Morning Brief to understand the hidden risks of market trading!

Check out other interesting episodes like: How Nvidia Became the World’s Most Valuable Company, Gold is Old: How Rich Indian Women Invest Now, Hyundai’s Mega IPO, India's Big Bond Breakthrough and more!

You can follow Nikhil Agarwal on his social media: Twitter and Linkedin

You can follow our host Anirban Chowdhury on his 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.

Trigger warning: This episode contains mentions of death, addiction and substance abuse. Listener discretion is advised.

This episode of The Morning Brief podcast dives into the tragic hooch incident in Kallakurichi, Tamil Nadu, which took 55 lives and left over 200 people battling for survival. We tell the story through the eyes of those who lost their loved ones and others who are hoping upon hope that their family members pull through and come out alive. So, why is hooch so popular and how is it made? How does bootlegging work in India? How common are hooch tragedies, and is prohibition the solution? How does prohibition impact states that rely on alcohol revenue? Dr. Sukant Khurana and Dr. Brooks Robinson who have co-authored the book ‘A Case Against Alcohol Prohibition in India’, shed light on the making and dangers of illicit liquor with host Dia Rekhi. Tune in!

If you like this episode from Dia Rekhi, check out her other interesting episodes on: How Nvidia Became the World’s Most Valuable Company, Murder, Mayhem, Money: Why True Crime Sells, Weaving Woes: Why are Tiruppur’s Textile Mills Shutting Down? and more!

You can follow Dia Rekhi on her social media: Linkedin & Twitter 

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.