The Ken

Daybreak

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Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and powerful. Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.

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The Ken

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27. Okt 2026

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You don't need a prescription to buy an i-pill. What if that changed? 17.10.2024

A little more than a week ago, we read a really strange piece of news . Apparently, an expert committee recommended the Drugs Controller General of India (DCGI) to ban the over the counter sale of emergency contraceptive pills like i-pill and Unwanted 72. They suggested  women should be only allowed to access it with a doctor’s prescription because of concerns over side effects.  This was weird fo...

Theobroma's dilemma: how to continue scaling while staying true to the 'artisanal' identity 16.10.2024

Back in 2004, two sisters, Kainaz and Tina Messman, decided to turn their life-long passion for food and baking into a full fledged business. They set up Theobroma, a small cafe tucked away in a corner of Mumbai’s posh Colaba. Today, there are more than 200 Theobroma outlets in over 30 cities across the country.  The bakery chain’s evolution has been nothing short of remarkable. It has managed to...

Are two struggling denim brands enough to build a poor man's Reliance brands? 15.10.2024

Today, most conventional or slow clothing brands like Lee, Wrangler, United Colours of Benetton, Pepe Jeans and Levi’s are facing a tough new reality where they aren’t just trying to outperform each other. They are also up against fast fashion brands that are now dominating the industry.  In the process, many of these slow brands have lost relevance in the larger scheme of things.  In this episode...

Zomato is on a collision course with India's largest ticketing platform — Bookmyshow 14.10.2024

Earlier this year, Zomato acquired ticketing platform Paytm Insider. With this, Zomato was able to take its 'going out' strategy to the next level.  Since 2018, Zomato has been holding live events. You have probably heard of its its massive carnival-style event called Zomaland. The idea behind it is simple: a big part of going to a movie, or a music festival, or pretty much any live event is the f...

Why the PM's internship scheme is stressing out corporate India 14.10.2024

The PM’s internship scheme wants to provide 10 million internships to freshly minted students over the course of the next five years. Students from premier institutes like IITs and IIMs or students with professional degrees like CA, CMA or masters are not allowed to apply. The idea is to address India’s problem of youth unemployment by making students from lower socio-economic backgrounds employab...

Is turning into a B-school the natural next step for liberal arts pioneer Ashoka University? 10.10.2024

Back in 2014, Ashoka University introduced India to the concept of a liberal arts education. The private research university, tucked away in Sonipat, Haryana, came along at a time when the cracks in India’s higher education system were starting to become pretty glaring.  It positioned itself as everything a conventional Indian college was not.  Ashoka promised to offer  ‘holistic, liberal, multidi...

Reliance wants to combine Hotstar and JioCinema into one mega app. Is it really a good idea? 10.10.2024

About a month ago, news broke about Reliance's plans to merge Disney+ Hotstar with JioCinema after their Star-Viacom18 merger. While the merger is pending approvals from the Competition Commission of India, data from Google Play Store data shows Disney+ Hotstar had over 500 million downloads while JioCinema had over 100 million downloads. While the idea makes sense from a consumer's perspective wh...

Guess who is helping the government keep drug prices in check 08.10.2024

So far, buying medicines in India has been a complete minefield. Allow me to elaborate with the help of a completely plausible hypothetical scenario. Say you catch the flu one day and need 75 mg of the antiviral drug Oseltamivir. More often than not, we don’t really check the price tag of these drugs. But what if I told you the prices can swing anywhere between Rs 30 and Rs 125 per capsule, depend...

Why Doon School and Mayo College are no longer the obvious choices for India's elite 07.10.2024

Back in the day, being from one of India’s prestigious boarding schools – the likes of Doon or Mayo – was the ultimate stamp of honour.  Most of these schools were established close to a century ago, during British rule. And for the longest time, they were infamous for taking that legacy pretty seriously.  In fact, that was exactly why they remained the go-to destination for India’s elite. But now...

All you need to know about India's most-hyped GenAI company 07.10.2024

Sarvam, a generative AI startup based out of Bangalore, managed to raise more than $50 million from investors like Peak XIV and Khosla Ventures, in less than 6 months after it was launched last year. Last month, Sarvam released a range of new multilingual products—Al agents, voice and text models, and a workbench aimed at legal professionals. Enterprise customers who used Sarvam's services are sat...

Can cheap seats come with extra legroom? We ask the man behind India’s first budget airline 04.10.2024

Every time you take a domestic flight and don't have to break a fixed deposit to buy a ticket, you have Captain GR Gopinath to thank. In 2003, he  launched Air Deccan, India's first budget airline.  Before that, only the rich and powerful could afford to fly. So, planes were like mini 5-star hotels – you would be waited on hand and foot, would have access to luxurious lounges, get served gourmet f...

India's largest non-bank is a prisoner of its own growth 03.10.2024

Phone calls from Bajaj Finance offering loans are almost inescapable and the non-bank has been facing quite a backlash for it. But telecalling has been an enduring sales channel for the company which boasts of a loan book worth nearly $30 billion. And despite the massive size of its loan book, it’s been growing at a phenomenal rate.  But now, Bajaj Finance has become a prisoner of its own growth r...

How Birkenstocks went from being a clunky, orthopaedic sandal to the new it-shoe 02.10.2024

Not so long ago, Birkenstocks were considered the antithesis of high fashion. For the longest time, the 250-year-old German brand’s characteristic chunky sandal was seen as nothing more than an orthopedic shoe meant for hippies and old people.  And then, everything changed. In the last decade or so, Birkenstock had a major glow up. It all started with the brand deciding not to settle for being jus...

Meet the unlikely winners of India's quick commerce boom. Local brokers. 30.09.2024

India's biggest quick commerce players — Blinkit, Instamart, and Zepto — are on a mission. They are frantically hunting for properties they can convert into dark stores.  Dark stores are an integral part of any quick commerce strategy. Especially now, that the lines between quick commerce and e-commerce are very quickly blurring. People aren't just ordering pantry staples anymore. They are also pl...

Why half of India's young doctors are drowning in debt 29.09.2024

Young independent doctors in India are stuck between a rock and a hard place. Take F M, a 32-year-old psychiatrist who has a clinic in South Mumbai. She’s spent a third of her life slogging through medical schools and internships to finally earn her super-specialised degree. But two years into her private practice in a posh South Mumbai area, she wonders if being a doctor is really worth it. Nearl...

Daybreak News Wrap: Musk vs Brazil; why we can't trust online news; and Meta's cool new sunglasses 27.09.2024

In this episode of Daybreak, hosts Snigdha and Rahel try something new — instead of the usual monologue or interview, they cover three of the biggest social media stories from around the world.  The first is Brazil's ban on the Elon Musk-owned microblogging platform, X. The feud between Musk and Supreme Court Justice Alexandre de Moraes traces back to April, when the judge ordered the suspension o...

Why replicating China's iPhone city model in India is a short-term fix for a long-term problem 26.09.2024

What put iPhone city on the map is that it produces more than half of the world’s iPhone’s every single year. The global demand for the Apple iPhone has only increased over the years. To keep up with that demand Foxconn hires up to 200,000 workers – a mix of migrants and college students – to make sure that the assembly lines keep running. Especially during the peak season which happens to begin r...

Is Flipkart bringing a knife to the fintech gun fight with Super.money? 24.09.2024

Back in 2022, e-commerce giant Flipkart’s 35 billion dollar universe was left with a gaping fintech hole after the payments app Phonepe was spun off. There a brief period, after that, when it wasn’t clear whether Flipkart would ever try to dip its toes in consumer payments play again.  But then again, this is Flipkart. Here is a company that has a finger in every pie – from online travel, fashion,...

You can buy an EV in China. But can you afford to insure it? 23.09.2024

Half of the world’s electric cars are on China’s roads, thanks to a wave of smart incentives for both consumers and manufacturers, such as tax breaks and purchase subsidies. The payoff is tangible: the smog that once shrouded some major cities has lifted, and road noise has dropped significantly. But it brought unexpected costs and challenges that nobody saw coming. Tune in Don't forget to s end u...

Inside Flipkart: a high-pressure workplace thanks to its IPO dreams. And Walmart 23.09.2024

A few years ago, Flipkart CEO Kalyan Krishnamurthy had set a target of 40% growth across all categories for Flipkart. But in 2023, it was still stuck at 20%. So the company is now on a mission. It wants to push growth, gain market share, and turn a profit. So in January 2024, Flipkart's top execs along with the CEO came together for a meeting to outline a roadmap for 2024. Krishnamurthy wanted Fli...

How a cab driver from Hyderabad became the face of India’s 8 million gig workers 19.09.2024

Meet Shaik Salauddin, a 38-year-old cab driver from Hyderabad, who is fighting for the rights of eight million gig workers from across the country. While India's gig economy is burgeoning, the workers on whose backs it is built barely enjoy any rights or legal protections. Salauddin realised this early on and in 2019, after five years of relentless pursuit, the Indian Federation of App-based Trans...

A new Indian startup is ditching the sportswear playbook to score a Puma-sized win 18.09.2024

For nearly two decades, Abhishek Ganguly worked as the managing director of Puma, the German athleisure brand in India. In that period alone, the brand’s revenue shot up from Rs 20 crore to close to Rs 4,000 crore. Under Ganguly, Puma even managed to beat its longtime rival Adidas to become a market leader.  In 2023, Ganguly decided to quit and start his own venture called Agilitas Sports with two...

Bajaj Finserv wanted to make waves in healthcare. So, it bought a wobbly ship. 18.09.2024

Back when it was launched in 2020, Bajaj Finsev Health had a clear plan: it wanted to provide a complete healthcare package to its consumers.  And it did that by happily playing a supporting role in India’s booming healthcare industry.  Here's what Bajaj Finserv Health does. It is essentially a health management platform. So it facilitates things like doctor consultations and health checkups to it...

Subway is slowly doing away with what makes it Subway. Choice. 16.09.2024

Subway, the globally popular sandwich-eatery chain, is now grappling with sweeping changes in India—and not for the better. For one, the world’s largest quick-service restaurant (QSR) brand is moving away from the franchise model it has operated under for the past 25 years. In doing so, it’s also shedding the very thing that made it popular in the first place: choice. Tune in. Don't forget to s en...

Why the Big Billion Days sale can make or break Flipkart's quick-commerce dreams 16.09.2024

Last month, a Twitter post a Bengaluru-based IT professional about getting a laptop delivered from Flipkart went viral on social. The reason? Flipkart’s quick delivery arm called Minutes that went live in select cities had delivered it to him at a Starbucks cafe in 13 minutes. But Minutes is Flipkart’s third attempt at quick delivery. And the real test is actually around the corner when the Big Bi...

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