Episodit

  • Are you worried about the market crash and market volatility?

    Do you want to know the secrets to handling market fluctuations and creating wealth in the long term?

    In this episode of Stirring Up Economics, Ajay Lakhotia & Srinivas Jain, Executive Director & Head of Strategy at SBI Funds Management share their expert insights on investment strategies that work in a volatile stock market.

    Learn how to manage market volatility like a pro, why quality, patience, and simplicity are the key ingredients to financial success, and why India's $10 trillion economy is your next big opportunity.

    This episode we talk about- How to avoid panic selling How to focus on building wealth through a disciplined approach to equity research and mutual fund SIPs. Why IPOS aren't just a fast flipWhether you are a beginner or a stock market pro, this video will give you practical tips on how to build wealth and earn money in the stock market. So, watch their full conversation to avoid any investing mistakes amid market volatility.

    Watch the full episode on YouTube- https://www.youtube.com/watch?v=iAKSooNnBWo

  • After India decided to put the Indus Waters Treaty in abeyance, the panic-stricken Pakistani establishment has been making provocative statements. Recently, Pakistan's Minister for Railways, Muhammad Hanif Abbasi, issued a direct 'nuclear' threat to India. His statement was made around the same time Bilawal Bhutto declared, ā€œI want to tell India that the Indus is ours and will remain ours. Either our water will flow through it, or their blood will.ā€In this interview, Shishir Gupta, Executive Editor, Hindustan Times, while talking to Abhishek Singh, Deputy Editor, Mint argues that the comments of the two ministers are proof that Pakistan is scared of India's retaliation for the Pahalgam massacre. He reveals how India has evolved militarily since the Balakot strike in 2019. He explains why India can make a big dent on Pakistan with its strikes and also has air defence systems that can easily neutralise any Pakistani missile. Watch the full episode on YouTube-https://www.youtube.com/watch?v=FJbqx8cwC9k

  • Puuttuva jakso?

    Paina tästä ja päivitä feedi.

  • Until about a year ago, Marcellus Investment Advisors' Saurabh Mukherjea had invested 60% of his portfolio in Indian equities - but now, his asset allocation has changed considerably due to global events that have been taking place recently, especially courtesy Donald Trump.In this episode of Guru Portfolios, watch why Mukherjea has drastically changed his allocation, how his portfolio looks now and his outlook for the Indian stock market. He also talks about something that he's been drawing attention to for a while now - that the Indian middle class could be in GRAVE trouble.

    Watch the full episode on YouTube-https://www.youtube.com/watch?v=UlcZMAtm4D0&t=126s

  • Many parts of India are facing a brutal summer, and Indian cities are turning hotter with each passing year. In 2025, Delhi alone is on track to become the world's hottest capital according to IMD - and the heat index could hit a scorching 50°C this summer.

    Besides all the other repercussions, it also means our electricity bills are likely to skyrocket. But...if you want to survive the summer without burning through your wallet, in this video, we talk about real, practical ways to keep your home cool, without insanely high electricity bills. Watch the full video on YouTube to know the 5 easy ways to do this, and exactly how much it'll cost you!

    https://www.youtube.com/watch?v=SJBBz0Lk_4g

  • To get your dose of daily business news, tune into Mint Top of the Morning on Mint Podcasts available on all audio streaming platforms.https://open.spotify.com/show/7x8Nv1RlOKyMV5IftIJwP1?si=bf5ecbaedd8f4ddc

    Banks across India will see scattered closures this week.

    April 29: Parshuram Jayanti (Himachal Pradesh)

    April 30: Akshaya Tritiya & Basava Jayanti (Multiple States)

    May 1: Nationwide shutdown for Labour Day, Maharashtra Day, and Gujarat Day. If you have urgent banking needs, act fast before the long break hits.

    After a pause, Ather Energy is hitting the market with its IPO, priced between ₹304–₹321 per share.

    Subscription: April 28–30

    Grey Market Premium: ₹17 above issue price

    Listing: May 6 Proceeds will fund a new Maharashtra plant, R&D, marketing, and debt repayment. Early buzz suggests Ather could electrify the IPO street.

    Cars24 has laid off over 200 employees in product and tech as part of a cost restructure, right after acquiring Team-BHP.

    CEO Vikram Chopra called it a reflection of misplaced bets, not performance.

    Employees will get severance, mentorship, and redeployment support.

    Cars24 now focuses on becoming leaner in a tough auto-tech space.

    TVS Motor is expected to post 13% revenue growth in Q4, thanks to strong scooter and EV sales.

    EV sales soared 30%, while premium motorcycle models like Apache also saw double-digit growth.

    Key investor focus areas:

    International expansion after Ion Mobility deal

    EV market defense against Ola and Bajaj

    Premiumization strategy for motorcycles TVS remains a stock analysts are bullish on for FY26.

    RBI Governor Sanjay Malhotra urged U.S. investors to back India, calling it a rare beacon of growth and stability amid global headwinds.

    Expected GDP growth: 6.5% in 2025

    RBI shifts to an accommodative stance, signaling more rate cuts Malhotra’s message: India remains the fastest-growing major economy, despite trade wars and global uncertainty.

    River Mobility posted a 20x revenue surge to ₹104 crore but saw losses balloon to ₹176 crore in FY25.

    Aggressive retail expansion (25 stores) boosted scooter sales but increased burn rates.

    The goal:

    100 stores by FY26

    Gross margin profitability by October


    Bank Holidays: Plan Ahead!⚔ Ather Energy IPO: Full ThrottlešŸš— Cars24 Cuts 200 JobsšŸ›µ TVS Motor Speeds Past RivalsšŸ‡®šŸ‡³ RBI’s Pitch: India Is The Safe Betāš”šŸ›µ River Mobility: Racing with RiskEBITDA positivity at 15,000–20,000 units/month sales Yet, competition from giants like Hero and TVS, consumer safety concerns, and poor EV infrastructure pose serious survival challenges.

  • Former Indian Army Chief General V.P. Malik, in a conversation with Livemint's Abhishek Singh, condemned the horrific terror attack in Pahalgam that claimed the lives of 26 tourists. The former COAS emphasised the need for a multi-pronged and comprehensive strategy to tackle the persistent security threats in the popular Kashmir tourist spot. General Malik also stated that all terror groups operating in Pakistan are under the control of the Pakistan Army.

    He further asserted that the Pahalgam attack marked a crossing of the red line by Pakistan, warranting a firm and decisive response.

    Watch the full episode on YouTube-https://www.youtube.com/watch?v=L22yFsLs7RM

  • To get your dose of daily business news, tune into Mint Top of the Morning on Mint Podcasts available on all audio streaming platforms.https://open.spotify.com/show/7x8Nv1RlOKyMV5IftIJwP1?si=bf5ecbaedd8f4ddc

    A day after suspending the Indus Waters Treaty, India triggered a sharp response from Pakistan, which called the move an ā€œAct of War.ā€ PM Shehbaz Sharif rolled out retaliatory steps—halting trade, expelling Indian diplomats, closing airspace, and pausing the 1972 Simla Agreement.

    But can Pakistan afford a war? The numbers say no. Foreign reserves sit at just $11.09 billion, barely enough to fund two months of imports. With $131 billion in debt and $100 billion due in four years, Pakistan’s economy is on life support. It’s leaning heavily on a $7B IMF bailout, while U.S. aid via USAID remains frozen. Add political turmoil, and Islamabad’s threats may be more noise than strategy.

    Pakistan’s closure of its airspace to Indian airlines has triggered turbulence. Flights to Europe, the US, and the Middle East must now reroute via the UAE or Iran, adding an hour of flying time.

    The result? Analysts predict fare hikes of 35–40%. While ICAO rules allow airspace restrictions for security, they recommend bilateral coordination—now off the table. India also suspended visa services for Pakistani nationals, while hospitals rush to treat Pakistani patients before the May 1 deadline.

    India is considering a total trade freeze with Pakistan. The move could choke critical imports like pharmaceuticals, chemicals, and sugar, much of which flow indirectly via third countries.

    India’s exports to Pakistan surged 127% in 2024 to $1.21 billion, led by $208 million in pharma. Experts believe essential supplies may still continue on humanitarian grounds, but the broader message is clear: diplomatic frost is deepening.

    As U.S. stocks falter under Trump’s tariff wave, Indian investors are shifting bets. Platforms report rising interest in China Tech, EV, and energy ETFs, alongside renewed focus on Brazilian equities.

    ā€œPeople are rotating out of crowded U.S. trades,ā€ says Vested Finance CEO Viram Shah. Brazil is attractive thanks to stable macro tailwinds, low global tariff exposure, and OECD growth projections of 2.5–3% for 2025.

    Even as tensions with the U.S. rise, China’s domestic strength and EU alignment are offering a resilient alternative. For Indian investors, diversification is the new north star.

    Bharti Airtel has asked the government to convert its ₹40,000 crore AGR dues into equity, possibly giving the Centre a 3.5% stake.

    Under the 2021 telecom relief package, telcos can convert deferred AGR dues—not spectrum payments—into equity. Airtel has already prepaid ₹66,665 crore of spectrum liabilities, making it eligible. The move echoes the Vodafone Idea deal, where the government took a 49% stake.

    Analysts call it a win-win—Airtel saves on interest, and the government could cash out at a premium. But with the moratorium ending this year and telecom minister Scindia ruling out new relief, the clock is ticking.

    After a strong start to FY25, Maruti Suzuki is bracing for a slowdown. The carmaker is expected to post just 7% revenue growth and a 4% dip in profits for Q4.

    Margins are under pressure from higher discounts and ad spends, with inventory rising from 9 to 40+ days. Analysts are watching:

    The demand outlook amid tax cuts and rate relief

    Export risk from Trump’s 25% auto tariff

    The reception to Maruti’s EV debut, e-Vitara, which has had a muted response

    Still, Maruti stock is up 6% in 2025, outperforming the broader Nifty Auto index. Whether it can maintain that lead will hinge on today’s earnings call.


    India-Pakistan Standoff: War of Words, Weak EconomicsAirspace Closure Sends Fares Soaring India May Halt All Trade With Pakistan Indian Retail Investors Pivot to China, Brazil Airtel Wants to Swap ₹40,000 Cr Dues for Equity Maruti Suzuki Hits Speed Bump in Q4

  • Leaving your money in your savings account gives you very less interest, and you basically lose money over time since it doesn't even beat inflation. It however does benefit your bank, since they can use that liquidity for lending money, on which they generate interest. But why should your hard-earned money not benefit you instead?Instead of savings accounts, here are the top options you can consider to park your money if you need liquidity

    Watch the full episode on YouTube- https://www.youtube.com/watch?v=3_ut8lx_uNw&t=2s

  • In this episode of Mint Money Talks, we have Invesco CIO Taher Badshah, who's been in the investing space for about 30 years.He tells us how investors should approach this current volatility in the stock market, where he's investing the assets that he's managing, and why he thinks the real impact of tariffs which shook global markets is behind us now.

    Watch the full episode on YouTube- https://www.youtube.com/watch?v=rPkZQOiQNdI&t=107s

  • To get your dose of daily business news, tune into Mint Top of the Morning on Mint Podcasts available on all audio streaming platforms.https://open.spotify.com/show/7x8Nv1RlOKyMV5IftIJwP1?si=bf5ecbaedd8f4ddc

    India Suspends Indus Waters Treaty After Pahalgam Attack

    A day after the Pahalgam terror attack in Jammu & Kashmir killed 26, India suspended the Indus Waters Treaty with Pakistan, marking one of its strongest diplomatic moves yet. The Cabinet Committee on Security, led by PM Narendra Modi, announced the decision as part of a five-point response. The 1960 treaty had granted Pakistan control over the western rivers (Indus, Jhelum, Chenab), which irrigate most of its farmland. With 80% of the Indus water flow benefiting Pakistan, the move gives India leverage it’s never fully exercised. BJP MP Nishikant Dubey supported the move with a sharp remark: ā€œPakistanis will die without water.ā€ Experts warn it could worsen Pakistan’s deepening water crisis and cripple its agriculture sector.

    India-Saudi Energy Ties Deepen with New Refinery Deal

    India and Saudi Arabia are ramping up their strategic energy partnership. During PM Modi’s recent visit to Jeddah, both nations agreed to jointly build two oil refineries in India—a major move to secure India’s future energy needs. The pact came during the India–Saudi Strategic Partnership Council meeting, where both sides also pushed forward a $100 billion Saudi investment commitment spanning energy, fintech, healthcare, and infrastructure. New ministerial committees on defence and tourism cooperation were also announced. Despite Modi cutting the trip short due to the Kashmir attack, the visit marked a pivot in Indo-Saudi ties—from transactional to transformational.

    Delhi’s EV Policy Shift Sparks Auto Sector Divide

    A draft policy from the Delhi government proposes waiving road tax and registration fees on strong and plug-in hybrid cars priced up to ₹20 lakh—putting them on equal footing with full EVs. Domestic automakers like Tata Motors and Mahindra, heavily invested in BEVs, are alarmed. ā€œIf hybrids get the same perks, why invest in EVs at all?ā€ said one executive. Japanese players like Toyota and Maruti Suzuki, dominant in hybrids but lagging in EVs, stand to gain. The move could make models like the Maruti Grand Vitara hybrids significantly cheaper than diesel rivals, including Tata Harrier and Mahindra XUV700. While the draft awaits finalization, its ripple effect could shift national EV-hybrid policy dynamics.

    IMF Warns of US Recession Risk Amid Trump Tariffs

    The IMF has downgraded the US growth forecast for 2025 to 1.8%, from 2.7%, citing rising global trade tensions and President Trump’s aggressive tariff hikes. The likelihood of a US recession is now pegged at 40%. The tariff regime, particularly against China, is inflating costs and dampening consumer demand. A jaw-dropping 3,521% tariff on Southeast Asian solar panels is just the start, with more on pharma and semiconductors expected. Globally, growth forecasts are down: China at 4%, the EU at 0.8%, and the world average trimmed to 2.8%. India’s forecast was cut to 6.2%, but it remains the fastest-growing major economy.

    Luxury Shoppers Face New 1% Tax on Big Buys

    From April 22, 2025, luxury purchases above ₹10 lakh will attract a 1% Tax Collected at Source (TCS), as notified by the Central Board of Direct Taxes (CBDT). The rule applies to high-end watches, handbags, shoes, artworks, collectibles, yachts, sports gear, and even racehorses. ā€œIt aligns with global tax transparency trends,ā€ said BDO India’s Munjal Almoula. The move aims to monitor high-value spending and expand the tax net. The TCS will apply to the full purchase value once it crosses the ₹10 lakh threshold—so if you’re splurging on luxury, expect the taxman to ride along.

  • To get your dose of daily business news, tune into Mint Top of the Morning on Mint Podcasts available on all audio streaming platforms.https://open.spotify.com/show/7x8Nv1RlOKyMV5IftIJwP1?si=bf5ecbaedd8f4ddc

    Q4 Earnings Buzz: 27 Companies Set to Report Today

    It’s a big day on Dalal Street, with 27 companies including LTIMindtree, IndusInd Bank, Bajaj Housing Finance, Tata Consumer, and Thyrocare set to release Q4 FY25 results. Over 100 companies are reporting this week, including Reliance, HCLTech, Axis Bank, Nestle, HUL, and Maruti Suzuki. According to Vinod Nair of Geojit, market sentiment will hinge on earnings and forward guidance. Meanwhile, the Sensex rose for a sixth straight session, closing at 79,595, while Nifty ended at 24,167. Analysts expect some consolidation but remain bullish on stock-specific momentum.

    Centre Reviews Gensol’s ₹7,000 Cr Green Projects Amid SEBI Probe

    The Centre is reviewing all government-awarded green energy contracts to Gensol Engineering, following SEBI’s action against the company for fund diversion and forgery. Gensol, which holds contracts from NTPC, DVC, and Singareni Collieries, may face rebidding of projects if it cannot deliver. State-run lenders IREDA and Power Finance Corp. have a combined exposure of over ₹1,000 crore. PFC has filed a complaint with the Economic Offences Wing, and internal investigations are ongoing. SEBI warned that weak governance at Gensol could disrupt key infrastructure projects and hurt institutional trust.

    No More Government Aid for Vodafone Idea: Scindia

    Union minister Jyotiraditya Scindia confirmed there will be no further equity infusion in Vodafone Idea beyond the ₹36,950 crore debt-to-equity conversion. He ruled out any plans to merge the company with BSNL, stating that both firms can co-exist competitively. Scindia highlighted the sector’s rebound, citing ₹4.5 trillion in capex and rising ARPU. BSNL has added 5.5 million users in six months and is close to completing its target of 100,000 4G towers. The government is also pushing for telecom equipment manufacturing zones, likely starting in Madhya Pradesh. On satcom services, the Centre is ready to approve licenses once compliance is met — but no subsidies will be offered.

    Mutual Fund Fee Hikes Raise Investor Concerns

    A Mint analysis shows 62% of direct equity mutual funds raised their total expense ratios (TER) between Sept 2024 and March 2025, despite growing assets. Under SEBI’s slab-based TER rules, fees should fall with higher AUM, but there’s no restriction on timing. Direct plans saw more fee hikes, while regular plans mostly held steady or lowered costs. Industry experts suggest fund houses may be adjusting TERs preemptively, leveraging unused headroom. SEBI’s proposal to shift TER slabs to the AMC level remains on hold, leaving investors to monitor both performance and fees closely.

    Apple’s India Revenue Set to Hit $15 Billion by FY26

    Apple is poised to nearly double its India revenue to $15 billion by FY26, up from $7.9 billion in FY24, driven by soaring iPhone sales. Analysts project Apple could sell over 15 million iPhones in 2025, gaining 8%+ market share and potentially breaking into India’s top 5 smartphone brands. The company is also expanding its ecosystem strategy, with rising sales of AirPods, Macs, Watches, and services. Enterprise deals with Wipro and Zoho to deploy Macs are part of this push. However, experts warn India remains a low-value assembly hub, with core iPhone components like chips and OLEDs still sourced from China and Taiwan. Unless India scales up component manufacturing, it may miss out on long-term value capture.

  • Hindustan Times presents The Impossible Show, a series celebrating self-made heroes from small towns across India. Hosted by @-RiteshAgarwal , features @sadhguru mystic, biker, and spiritual guide — as he opens up about his youth, why he wanted to join the army, and the deeper truth about life. Watch the full episode on YouTube- https://www.youtube.com/watch?v=ih8fpHGiJyI

  • Is RERA the Real Estate (Regulation and Development) Act working? This one single act notified in 2016 was meant to give homebuyers the much needed protection against all kinds of frauds which were rampant in India’s real estate industry. It’s been 9 years, since the RERA Act came into force…. and you and I are being told that RERA-registered projects are safe…. go ahead and buy an apartment …law is on your side… but is it really?Watch the full episode on YouTube- https://www.youtube.com/watch?v=greYNqn4HHc&t=213s

  • To get your dose of daily business news, tune into Mint Top of the Morning on Mint Podcasts available on all audio streaming platforms.https://open.spotify.com/show/7x8Nv1RlOKyMV5IftIJwP1?si=bf5ecbaedd8f4ddc

    This is Nelson John, and I'll bring you the top business and tech stories, let's get started.

    RBI Allows Minors Aged 10+ to Operate Bank Accounts

    In a push for early financial literacy, the Reserve Bank of India has allowed minors aged 10 and above to open and operate savings and term deposit accounts independently. Banks may also offer internet banking, ATM cards, and cheque books to these accounts, based on their risk policies. However, overdrafts are strictly prohibited. For children under 10, accounts must be managed by a parent or legal guardian — including mothers. Banks must update internal policies by July 1, 2025, and perform due diligence at onboarding and beyond.

    Modi and Vance Signal Breakthrough on India-US Trade Deal

    Prime Minister Narendra Modi and visiting US Vice President J.D. Vance said they’ve made ā€œsignificant progressā€ on the India-US bilateral trade agreement, aiming to reduce trade barriers and boost economic ties. In Delhi, the two leaders discussed cooperation across defence, tech, energy, and semiconductors. The talks build on Modi’s February visit to Washington and follow brief interactions in Paris. Modi also confirmed plans to host President Trump later this year, expected to deepen what officials call a people-driven strategic partnership amid rising global protectionism.

    Maharashtra Cracks Down on Ola Electric Over Missing Permits

    The Maharashtra transport department has shut down 75 Ola Electric stores and ordered the closure of 46 more for operating without mandatory trade certificates. Transport Commissioner Vivek Bhimanwar confirmed that an additional 270 stores are under scrutiny. Raids in Mumbai and Pune led to the seizure of 192 unregistered vehicles. Ola claims it’s transitioning from distribution centers to a direct-to-consumer model, and is working to bring all stores into compliance. Maharashtra, Ola’s biggest market, accounted for 12% of its FY25 sales. The crackdown comes as Ola trails Bajaj and TVS in monthly retail rankings, and its stock has dropped 38% year-to-date.

    Google Pays ₹20 Crore to Settle India Antitrust Case

    Google has become the first company to use India’s new settlement framework, paying ₹20.24 crore to resolve an antitrust probe by the Competition Commission of India (CCI). The case centered around Google’s contracts with smart TV makers, which allegedly forced bundling of Play Store and Play Services and blocked rival Android forks. Under the New India Agreement, Google must now unbundle these services for smart TVs sold in India. The settlement, offered with a 15% discount, followed input from 45 stakeholders. The move comes as the EU considers similar action against Big Tech, especially amid tensions with the US over tariffs.

    Xiamen Airlines Returns Boeing Jet Amid US-China Trade War

    In a sharp blow to Boeing, China’s Xiamen Airlines returned a new 737 MAX to the US, citing high tariffs on American imports. The jet, already painted in Xiamen’s livery, landed at Boeing’s Seattle base after being pulled from the company’s Zhoushan plant in China. The reversal follows a fresh tariff war: 145% US tariffs on Chinese goods, countered by 125% Chinese tariffs on US imports. The price hike made the $55 million aircraft financially unviable. China has asked its airlines to pause Boeing purchases and is exploring support for carriers with leasing agreements. With 20% of Boeing’s projected global demand tied to China, the move adds pressure to an already strained US-China relationship. Boeing has not commented on the return.

  • In the first episode of India for the World Podcast by Mint and Boston Consulting Group, host Gopika Gopakumar explores how credit bureaus are reshaping access to finance in India. Featuring V. Anantharaman, Chairman of TransUnion CIBIL, and Yashraj Erande, India Lead for Financial Institutions at Boston Consulting Group, the conversation dives into the journey of credit bureaus, their role in democratizing credit, and how tech and data are accelerating financial inclusion. From policy-making insights to future predictions for 2047, this episode decodes how India is building a more inclusive and robust financial ecosystem.

  • To get your dose of daily business news, tune into Mint Top of the Morning on Mint Podcasts available on all audio streaming platforms.https://open.spotify.com/show/7x8Nv1RlOKyMV5IftIJwP1?si=bf5ecbaedd8f4ddc

    This is Nelson John, and I'll bring you the top business and tech stories, let's get started.

    1. No GST on UPI, Says Government

    The Finance Ministry has shut down rumors of a potential 18% GST on UPI payments over ₹2,000, calling the reports ā€œfalse and misleading.ā€ It clarified that GST applies only where fees like MDR are involved—which were eliminated in 2020 for UPI Person-to-Merchant transactions. Instead, the government is doubling down on UPI promotion, spending ₹3,631 crore in FY24 alone. With UPI transactions soaring to ₹260.56 lakh crore, India now handles 49% of global real-time digital payments. Bottom line: UPI stays tax-free.

    2. MTNL Defaults on ₹8,346 Crore

    MTNL has defaulted on massive loans from seven public sector banks, including SBI and PNB, pushing its total debt to ₹33,568 crore. The defaults occurred between August 2024 and February 2025. Despite the financial mess, MTNL stock has delivered 500% returns in five years—though it’s down 15% year-to-date. Investors remain optimistic, but the company’s debt pile raises serious questions about its future.

    3. China Extends Olive Branch to India Amid $99 Billion Trade Gap

    China’s trade deficit with India hit a record $99.2 billion, prompting Beijing to seek economic cooperation. Ambassador Xu Feihong said China is ready to open its market to premium Indian exports but expects equal treatment for Chinese firms in return. Meanwhile, India has activated an Import Monitoring Committee to track any potential dumping of Chinese goods amid U.S. tariffs. The stakes: whether this becomes a turning point in bilateral trade—or another round of economic tug-of-war.

    4. Auto Part Makers Burn Cash in EV Gamble

    Once solid in the engine parts business, companies like Greaves Cotton, Tube Investments, and Pinnacle Industries jumped into EV manufacturing to stay relevant. The result? A collective ₹1,600 crore in losses. Greaves’ scooter sales halved in FY24, Pinnacle’s EKA Mobility bled cash despite a solid order book, and Tube’s EV arm remains unprofitable. Analysts say legacy players like Bajaj and TVS now dominate, with better brands, service networks, and distribution. The EV dream for these suppliers? A harsh reality check.

    5. Sebi Pushes for More MF Exposure to REITs, InvITs

    Sebi wants mutual funds to increase exposure to REITs and InvITs, proposing to double the investment cap to 20% of NAV and 10% per issuer. The move aims to boost real estate and infra sectors, but experts warn of risks around taxation, classification, and compliance. Since these instruments blend features of equity and debt, overshooting limits could mess with a fund’s identity and investor expectations. A bold push—but AMCs will need better risk disclosures and investor education to make it work.

  • US stock indices dived as investors rushed to government bonds on economic worries over the fallout of President Donald Trump's sweeping tariffs on US trading partners.Indian markets followed suit, with fears of a global trade war growing after US President Donald Trump announced tariffs on all countries. The Sensex and Nifty crash was preceded by a market rout on Wall Street and other major Asian markets like Japan, Singapore and China.In this interview, Karan Agarwal, Co-founder, of Elever, a SEBI-registered Portfolio Manager while speaking with Abhishek Singh, Deputy Editor, of Mint made some bold predictions about what's likely to follow after market's crash.

    Watch the episode on YouTube-https://www.youtube.com/watch?v=k85VKCOSq-w&list=PL2A-r6Y8n7prviOoxUrtbPs4XgX8AovG1&index=5&t=6s

    Published on April 7, 2025

  • Ram Singh is a member of RBI's monetary policy committee, and the director of the Delhi School of Economics, and he has just released a report which has some stunning numbers, and consequences.The fact that the wealthiest 5% of Indians reported incomes that were just 4% of their total wealth. The paper, which is based on affidavits filed by election contestants, the Forbes list of billionaires and statistics published by the income tax department says that the wealthier the individual or the family, the lesser the reported income relative to the wealth.

    Watch the full episode on YouTube- https://www.youtube.com/watch?v=itIH6hUC_f0

  • To get your dose of daily business news, tune into Mint Top of the Morning on Mint Podcasts available on all audio streaming platforms.

    This is Nelson John, and I'll bring you the top business and tech stories, let's get started.

    šŸ”’ Gensol Founder’s Ban Derails IPO Ambitions

    Anmol Singh Jaggi, founder of Gensol Engineering, is in regulatory hot water. Sebi has barred him and his brother from board roles and trading in securities over fraud and forgery charges. The fallout? The ₹750 crore Matrix Gas IPO is off, and Blu-Smart’s 2026 listing plans look shaky. Investors are spooked, especially with Gensol having lent over ₹380 crore to both companies. Blu-Smart also faces operational issues in key cities. As one proxy advisory expert put it: ā€œTrust is broken.ā€ Jaggi has vowed to contest the order.

    šŸ“ˆ NSE’s Unlisted Frenzy Before IPO

    In a sharp turnaround, NSE’s investor base has nearly tripled in three weeks, following the activation of its ISIN code on March 24, which slashed share transfer times from four months to a single day. With unlisted shares now trading freely between ₹700 and ₹2,260, and a market cap of ₹4 trillion, investor appetite is clear. The IPO now hinges on Sebi’s approval, but the market is ready.

    šŸ’» Wipro: Profits Up, Growth Still Missing

    Wipro posted a 2.7% dip in revenue for FY25—its second straight year of decline—despite a 19% jump in profit thanks to tighter cost controls. CEO Srinivas Pallia remains cautious, forecasting a further revenue dip of up to 3.5% in the current quarter. European markets weighed heavily on performance, and while large deals came in, client hesitancy and global uncertainties continue to cloud the outlook.

    šŸš› Isuzu Becomes India’s CV Export Leader

    Isuzu Motors India clocked a 24% jump in commercial vehicle exports, becoming the top CV exporter in FY25. Its Sri City plant, which recently rolled out its 100,000th vehicle, supplies to markets across Asia and the Middle East. With global-standard manufacturing and a growing portfolio, Isuzu’s ā€˜Made in India’ bet is paying off.

    šŸ‡®šŸ‡³šŸ¤šŸ‡ŖšŸ‡ŗ India-EU FTA Talks Accelerate

    As trade tensions rise globally, India and the EU are racing to finalise a free trade agreement by end-2025. Key negotiation points? Lower duties on Indian textiles (currently at 14% in the EU) in exchange for reduced tariffs on EU alcoholic beverages (currently 150% in India). The Indian textile sector sees this as a potential game-changer, predicting a doubling of exports and up to 700,000 new jobs. The next round of talks kicks off in May in New Delhi.

  • Simplifying personal finance for you - one step at a time! Tune into Mint Money Shots to know those little tips and tricks on managing your money smartly, whether mutual funds, or any other investment vehicle!Partnered with ‪@InvescoMutualFund‬

    Watch the full episode on YouTube- https://www.youtube.com/watch?v=ztQKcLj-N3M&list=PL2A-r6Y8n7prj6nEWVpqgndsy8ho4hEaq&index=4