Episodes
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'Maximalist goals' of the US and Israel
Lina Khatib, associate fellow, Middle East and North Africa programme, Chatham House, tells Satarupa Bhattacharjya in a multimedia interview that the United States (US) and Israel wanted to demonstrate military superiority early to set the stage for what they are trying to achieve in the war with...
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'Distribution of power in Asia is bipolar, not multipolar'
Susannah Patton tells Mohammad Asif Khan that Asia remains fundamentally bipolar, dominated by the United States and China, even as India emerges as a major power. Edited excerpts: What is the Asia Power Index, and why does it matter in understanding the balance of power in the Indo-Pacific? Asia...
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'We will have a sort of a cold war'
An expert in European foreign and security policy, SVEN BISCOP tells Mohammad Asif Khan in an audio interview that under United States (US) President Donald Trump, the North Atlantic Treaty Organization (NATO) can work as a military alliance only if Europe builds up its own strength, making it an...
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'Collapse of Indo-US relations under Trump is disconcerting'
How do you assess the strategic impact of Operation Sindoor on South Asia’s security landscape? It didn’t change Pakistan’s calculus on using terrorism as a tool of foreign policy. It may have had a lot of domestic fillips for Prime Minister (Narendra) Modi and his government, but at the level of...
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India is 'not a tool in anyone's hands'
The US has imposed 50 per cent tariffs on Indian goods. Even as trade talks have resumed, what do you think will be the implications of this on India’s strategic relations with the US in defence, technology, and Indo-Pacific cooperation? We have, in fact, been virtually singled out. Even China…
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'The India-Pakistan hyphen disappeared in 1999 and hasn't returned'
With time having clarified much of the disinformation surrounding Operation Sindoor, and early analyses now exhausted, India’s last High Commissioner to Pakistan and later envoy to Canada, Ajay Bisaria, speaks about apprehensions of an India-Pakistan rehyphenation, the role diplomacy can play in...
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TMS Ep640: SC on Patanjali, Blinkit, Vodafone Idea stock, CBAM
On Tuesday, the Supreme Court came down heavily on Patanjali Ayurveda for what it called "misleading" advertisements and restrained Yoga guru Ramdev-controlled firm from advertising its medicinal products. The direction came on a petition filed by the Indian Medical Association. But where does…
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TMS Ep639: FM-fintech meet, house rent, space-related stocks, Munich accord
Innovative solutions by fintech companies are essential to the financial services sector, Nirmala Sitharaman said on Monday. But in the same breath, the finance minister also said that they must ensure strict compliance with regulations. The FM’s statement came during her meeting with fintech...
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TMS Ep638: Paint industry, FDI in space sector, markets, Bitcoin halving
India’s paint industry is on the cusp of a churn. Entry of three new players, which includes Aditya Birla Group, is set to intensify competition in the sector - where top five players have cornered 90% of the organised market. But exactly what is drawing big players to the paint industry? Stock…
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TMS Ep637: India at WTO, hybrid vs EV cars, markets, economic sanctions
Trade ministers from over 100 countries are set to meet in Abu Dhabi for the 13th ministerial conference of the World Trade Organisation. The three-day meeting beginning today is likely to be stormy as India will oppose adoption of a China-led proposal on investment facilitation. But why is India...
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TMS Ep636: Private capex, Softbank AI, Novelis IPO, Mumbai Metaverse
The Reserve Bank of India recently urged the private sector to step up and take over the responsibility of driving capital expenditure, thereby relieving the government. An article authored by a team led by RBI Deputy Governor Michael D Patra said, expectation of a fresh round of capex by the...
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TMSEp635: WhatsApp chatbot, nutraceutical regulation, markets, Paytm FASTag
The general election is round the corner, and internet users are increasingly facing the risk of misleading content online. They are often circulated with the intent to influence voters. But tech giant Meta has recently found a way to crack down on the problem. It will soon introduce a dedicated...
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TMSEp634:Air travel safety, online gaming, CPSE stocks, bereavement policy
The aviation landscape is rife with stories of turbulence. Amid news of mergers and acquisitions, the aviation industry also grapples with challenges like weather-induced delays and the collapse of major airlines. The close encounters on the runway are another escalating challenge the sector is...
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TMS Ep633: Electoral bonds, startup rebound, IT stocks, Sora AI
On Thursday, the Supreme Court of India quashed the non-transparent and much-debated electoral funding system involving Electoral Bonds. It sent shockwaves through India’s political landscape. Advocates of transparency argue that this move may expose all those engaged in this contentious form of...
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TMS Ep632: Jio OTT and TV, flight delays, markets, Right to Disconnect
Top executives of Reliance Industries and Walt Disney have been in a huddle for a while now. Contours of a big deal are being thrashed out, and all the eyes are now on the final outcomes. If all goes as reported, Reliance will merge its media business with Walt Disney’s India business -- giving...
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TMS Ep631: Paytm Payments Bank, electric cars, LIC stock, permacrisis
Despite concerns about Paytm Payments Bank being a ‘red flag’, certain banks have reportedly shown interest in collaborating with it, subject to RBI approval. But, industry observers have questioned the sustainability of the payments bank if it is acquired by another entity, due to compliance...
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TMS Ep 630: Centre vs states, PLI scheme, small-caps, bullet train #TMS
The tussle between the Centre and some opposition-ruled states over devolution of taxes recently came to fore when chief ministers of Kerala and Karnataka openly alleged discrimination. Karnataka leaders even went a step ahead and staged a protest at Delhi’s Jantar Mantar after giving full-page...
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TMS Ep627: Uniform Civil Code, insurtech, markets, CAR-T cell therapy
After a two-day discussion, Uttarakhand Assembly has passed the Uniform Civil Code, Uttarakhand Bill, 2024. It will subsume personal laws of all the religions. Marriage, divorce, inheritance of property, etc. will come under one common umbrella. So what will this proposed law change? After the...
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TMS Ep626: RBI MPC, shockvertising, PSU bank stocks, Jai Anusandhan
The rate setting panel of the Reserve Bank of India has kept lending rate unchanged at 6.5 percent, signalling that its battle against inflation is not over yet. This was the sixth consecutive time that the central bank has left the repo rate unchanged. The Monetary Policy Committee has also...
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TMS Ep625: Fixing taxi fares, Bajaj CNG bikes, Maruti shares, hot money
The Karnataka government has announced fixed fares for taxis. Now both app-based and non-app based cab aggregators will have to follow a uniform rate chart. One of the triggers of this move was overcharging. But has the state government gone too far by setting cab fares? Interestingly, the…
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TMS Ep624: Byju's red flag, Bhavish's unicorns, markets, Parivesh 2.0
Byju Raveendran has been in a fire fighting mode for a while now. Even as he was planning to raise funds for his struggling ed-tech start-up Byju’s by slashing its valuation to less than two billion dollars, a group of shareholders are now demanding his ouster. While no one knows what fate holds...
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TMS Ep623: RBI on Paytm, Hero E2W, investment strategy, Lakhpati Didi
Come March, and most Paytm soundboxes might fall silent. It is a void which will be difficult to fill. But the RBI has given a decent window, and merchants are slowly porting their accounts to rivals like Phonepay and Google Pay. While Paytm is trying hard to put its house in order, its Wallet…
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TMS Ep622: Go First acquisition, Canada's restriction, Paytm, Rabbit r1
Over eight months after Go First grounded its entire fleet and filed for bankruptcy, a fresh development has given some hope to its anxious lenders. They are reportedly seeking an extension of the insolvency process by another 60 days after three potential buyers have expressed interest in the...
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TMS Ep621: Interim Budget, BS Budget analysis, markets, top Budget numbers
Finance Minister Nirmala Sitharaman almost stuck to her promise of keeping the interim Budget free of any “spectacular announcement”. But, at the same time, she tried to strike a fine balance between welfare and fiscal prudence. The budget speech was peppered with a number of people-friendly...
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TMS Ep620: Interim Budget, GIFT City exchanges, market concerns & more
Finance Minister Nirmala Sitharaman will equal the feat of former Prime Minister Morarji Desai today when she rises to present her sixth consecutive budget in the Parliament. But will she stick to the old tradition of keeping the interim budget free of pre-election sops or big schemes? What clue...
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