BusinessLine Podcasts

The ongoing macroeconomic headwinds have hit tech companies’ earnings, including Dell Technologies,  as customers turn cautious over rising inflation and higher interest rates. In this episode,  our Mumbai Bureau chief Thomas K Thomas talks to DELL Technologies CFO Tom Sweet about the company's PC business, hiring during the pandemic, and sustaining the growth momentum.  Listen in for more. --- Se...

There has been over 100 per cent growth in the import of arecanut, both in terms of quantity and value, during the current financial year, the Centre told the Lok Sabha on Wednesday. Considering the increase in the import of arecanut and the cost of cultivation, the cooperatives in the arecanut sector, including the Central Arecanut and Cocoa Marketing and Processing Cooperative (Campco) Ltd, were...

Retail inflation based on Consumer Price Index for January rose to 3 months high of 6.25%.  What will happen on policy rate movements? Will we see another hike in April when the Monetary Policy Committee meets?    To decode these questions, Shishir Sinha talks to  DK Pant, Chief Economist, India Ratings. --- Send in a voice message: https://podcasters.spotify.com/pod/show/business-line/message

The aggregate growth in the vehicle loan portfolio of banks began only in Q2 FY23 after showing a decline in the year-ago period. According to RBI data, vehicle advances of commercial banks grew 18 per cent year-on-year at the end of June 2022. In the same period last year (June 2021), disbursal of vehicle loans declined by 3.5 per cent. Read the full story here: https://www.thehindubusinessline.c...

Most have been hearing about Expected credit loss(ECLs) for a very long time it’s been doing the rounds for almost a month. Now, what exactly is ECL and why is the RBI looking and implementing it in Indian banks at this juncture? Crisil’s Arunkumar Iyer, Senior Director explains. Listen in! --- Send in a voice message: https://podcasters.spotify.com/pod/show/business-line/message

One of the biggest draws for many investors to buy insurance policies has been tax breaks. This year's Budget proposed a key change that impact the life insurance industry. The maturity amount for certain life insurance policies will be taxable from April 1, 2023 if the total premium paid in a year is Rs 5 lakh or more. For life insurance investors, this is a tough moment of truth. The latest prop...

From a total fleet size of 800 planes, India’s fleet of commercial planes is set to grow to nearly 1,700 aircraft in just two years. This will make India the next growth engine of global aviation. What is powering this growth? Why are the Indian carriers buying in record numbers? What are the challenges associated? What is the government’s plan? Listen us here to know the answers. Read the full st...

In its latest review, the Reserve Bank of India has hiked interest rates yet again. The RBI’s six-member Monetary Policy Committee voted 4-2 to raise the benchmark repurchase or repo rate to 6.50 per cent and retain its stance of withdrawing accommodation, which was adopted early last year. This is the sixth straight increase in interest rates since May last year This time around, the central bank...

The appointment of Lekshmana Chandra Victoria Gowri, an advocate, as an additional judge of the Madras High Court has generated huge controversy as some lawyers of the Madras High Court have opposed her appointment. The petitioner lawyers, in their plea, referred to the some speeches made by the advocate and flagged them for being hate speeches. Her alleged proximity with the BJP has also drawn cr...

businessline's special Budget series is ending today. In our last episode of the series, B. Baskar from businessline sums up the key outlook of the Budget. Even though released just before the elections, the Union Budget didn't have populist schemes. Further, there wasn't any big announcement for any project. Will it be safe to say that it's a Consolidated Budget? In a brief conversation with V Ni...

Lab-grown diamonds have physical and optical properties similar to natural diamonds and have been around since the 1950s. LGDs are becoming popular in India now, while in other parts of the world, the commercial marketing of these artificial diamonds started about 10 years ago. In her Budget speech, Union Finance Minister Nirmala Sitharaman abolished the Customs duty on imports of seeds used to ma...

Green mobility, in particular electric mobility, is likely to get a further boost with two measures, among others, indicated in the Budget. Finance Minister Nirmala Sitharaman said adequate funds have been provided to scrap old vehicles of the Central government, and the Centre will also extend support to States to replace their old vehicles and ambulances. Electric vehicles (EVs) and imported veh...

Financial year end is approaching fast and Tax saving is a buzzword now. There is a good number of tax-saving instruments in the market and one such instrument is Tax saving FD. What is this instrument and how does it work? Parv Shah and Vishal Balabhadruni discuss Tax saving FD. Tune in to know more. --- Send in a voice message: https://podcasters.spotify.com/pod/show/business-line/message

In a boost towards Investment and job creation, The capital expenditure outlay in BE 2023-24 to Rs.10 lakh crore. With a definite push towards increased capital expenditure, what does Budget 2023-24 have for India Inc and what would the ones to look out for the coming year be? Businessline’s Thomas k Thomas gets us India Inc’s perspective on the Union Budget 2023-24. Listen in! businessline Podcas...

The budgetary allocation in the Union Budget 2023-24 for the Ministry of Agriculture and Farmers Welfare, including Agricultural Education and Research, is about Rs 1.25 lakh crore. This includes a provision of Rs. 60,000 crore that has been made for the Modi Government's ambitious PM-Kisan scheme. The agricultural loan target for Animal Husbandry, Dairy, and Fisheries sector has been increased to...

Union Budget 2023 is released. It has removed tax exemptions on insurance policies whose premium is more than Rs 5 lakh. How will this affect the sector? What has been the reaction of the Insurance Sector to the same?  Lastly, what was in the Budget for the Banking Sector? Hamsini Karthik explains.  businessline Podcast is a daily series of podcasts from The Hindu businessline newspaper. In this s...

For Indian stock market investors, the devil in Budget presentations has always been in the detail. Past ‘dream’ Budgets which have seen the Finance Minister’s speech greeted with cheers from the gallery, have given way to a more sober mood as investors have discovered provisions relating to the taxation of foreign portfolio investors or changes in personal taxation lurking in the Memorandum. What...

From an expected big send on infrastructure to an unexpected tax incentive, the last full budget of the Modi government had many big announcements. Here are our top five pick from Finance Minister Nirmala Sitharaman’s fifth budget. Listen in! Tune in to BL Podcast for more such stories. ------ businessline Podcast is a daily series of podcasts from The Hindu businessline newspaper. In this series,...

India has been focusing heavily on the renewable sector. The country has made two significant commitments at the COP27 summit. It promised to meet 50 per cent of its energy needs from renewable fuels by 2030. It also intends to transition to a net zero carbon economy by 2070. India’s phased transition commitment is an “important commitment” according to Environment Minister Bhupender Yadav. In lig...

The Union Government is focussing on infrastructure to aid the manufacturing sector. Over the years, the government has introduced several schemes like the Bhara Mala, Sagar Mala, and National Logistics Policy to meet its goal. How successful have they been? What can we expect from this upcoming Budget? Abhaya Agarwal, Leader – Infrastructure, Government and Public sector, EY India, explains it fo...

With layoffs and recession fears, one would imagine employees settling for less during salary negotiations. But that’s not the case. They are asking for more. As of January, the IT engineers were still expecting a 50 per cent hike for any job change. Moreover, less than 70 per cent of them accepted the offers they negotiated. Which means they declined offers because they expected more. Job insecur...

Banking stocks have been on a roll with Banking companies having outperformed market expectations for almost 8 quarters in a row. This is what is giving a lot of fillip to the market rally and the confidence with which people are investing in Indian markets. What’s behind these consecutive strong results by banks, and how are the quarters ahead likely to be for banks? In this episode, Hamsini Kart...

Social media has been tending with #Adani. Adani shares also fell rapidly. Billionaire industrialist Gautam Adani slipped to the 4th on the world’s richest list. All these happened after Hindenburg Research, accused Adani of "pulling the largest con in corporate history". Hindenburg Research claims that it specializes in forensic financial research. The research titled, “Adani Group: How The World...

Primary residential sales are likely to post modest volume growth of 3-8 per cent in FY23 on a high base of the previous year for the top eight cities, this according to a CRISIL report. In December 2022, The SBICAP Ventures Ltd-backed SWAMIH Investment Fund-I, set up under the Special Window for Affordable and Mid-Income Housing received a capital infusion of about Rs 5000 crores bringing the ove...

We are all looking forward to the upcoming budget, but there is a group of people who keenly wait for the budget -- those who invest in stocks and commodities. Every year while we run our special Budget blog on the site, we keep an eye on the markets to know what the investors are thinking. We usually expect some sort of volatility in the market-- investors tend to show their appreciation or disap...