POPULARITY
In today's Tech3 from Moneycontrol, we explain why domestic mutual funds are steadily increasing their stakes in Swiggy and Eternal, and what it could mean for the companies' quick commerce ambitions. We also bring you Xpressbees co-founder Amitava Saha's response to Delhivery's view on the future of India's logistics sector, look at how India has become the world's largest retail GCC hub, and unpack PhonePe's latest leadership reshuffle with Srijon Biswas taking over as CTO and co-founder Rahul Chari moving into an expanded Chief Product and Technology Officer role.
What a year it's been.After a long hiatus and when we thought we'd closed the curtains for good, First Principles came back in April 2025 for Season 3. And what made this comeback so special? Simple: Rohin was genuinely excited to be back in the interviewing chair.That excitement is infectious. It showed up in every conversation and every question. This year, he sat down with eight incredible CEOs and founders who opened up about their journeys, their philosophies, their wins, and their struggles. These were deep, candid conversations about what it really takes to build something meaningful.In this special wrap episode, Rohin looks back at all eight conversations from 2025. He gives you the context about what it was really like sitting across from each guest, the moments that surprised him, the insights that stuck with him and then we play you the clips that mattered most. Think of it as a guided tour through the year's best moments.And here's the thing we're most proud of: First Principles has been named one of Apple's Best Shows of 2025. It's testament to you, our listeners, who make this more than just a podcast. You make it a community.And next year? It's going to be even better. More intriguing guests. More candid discussions. More first principles thinking applied.Here are all eight episodes from 2025: Episode 42: Vidit Aatrey on building a problem-first mindset into Meesho's cultureEpisode 43: Sahil Barua on why Delhivery is the antithesis of moving fast and breaking thingsEpisode 44: Manish Sabharwal of Teamlease on creating great ancestors, India's development journey and ‘regulatory cholesterol'Episode 45: Ultraviolette Automotive's Narayan Subramaniam on tinkering, designing and learning by discardingEpisode 46: Anand Jain of Clevertap on starting with nothing and learning, building and leading as you go alongEpisode 47: Trilegal's Rahul Matthan on the firm, the partnership, and the principlesEpisode 48: Indiagold's Deepak Abbot on turning a nation's ‘dead asset' into credit scores and working capitalEpisode 49: Ixigo's Aloke Bajpai on using empathy, customer experience, and resilience to both survive and thrive______Once again, thank you for listening to First Principles. Check out our newsletter and discover more at here. You can email us at fp@the-ken.com to share your thoughts, suggestions or anything else.This episode was produced by Uddantika Kashyap and mixed and mastered by Rajiv CN, our in-house audio engineer.See you next year,Team First Principles First Principles has been named one of the best shows of 2025 on Apple Podcasts India! Every listen and every share is what keeps us going. We get to dive into these conversations because you show up for them. Thank you for being part of this journey with us. Check out all other episodes here.
In today's Tech3 from Moneycontrol, we break down the government's rollback of the Sanchar Saathi pre installation plan, Meesho's Valmo overtaking Delhivery in shipment volumes, and Uttar Pradesh's aggressive pitch to become India's semiconductor hub. We also track Ola Foods' sudden pause in operations amid a broader portfolio rethink, plus a quick update on Pine Labs' first quarterly numbers post listing.
How to Use Artificial Intelligence for Investing - Combo of 5 ebooks: https://shorturl.at/gM97lThe stock market faced heavy selling pressure as the Dow dropped 420 points and the Nasdaq slid 1.6% amid renewed fears over AI stock valuations (Nvidia, AMD, Qualcomm). Globally, job cuts hit a 22-year high, reflecting major economic uncertainty.In India, Infosys announced its massive ₹18,000 crore buyback record date. SBI approved the stake sale for the SBI Funds Management IPO. We analyze Q2 results for Delhivery (plunging 10%), LIC (profit up 32%), Ola Electric (lower circuit), Apollo Hospitals, and Mankind Pharma. Also, major changes announced in the MSCI India Index (Paytm, Fortis added). Stay informed for smart investing!00:00 Start00:24 US Markets Drop: AI Stocks Tumble04:08 US Layoffs Hit 22-Year October High05:58 Oil Prices Remain Stable06:45 Google's AI chip to counter Nvidia07:04 India Services PMI Hits 5-Month Low08:02 India Plans Bigger Bank Mergers09:09 Delhivery Plunges 10% on Q2 Loss10:49 Ola Electric Hits Lower Circuit on Guidance Cut13:12 ABB India Revenue Jumps14:36 Crompton Greaves Profit Falls15:47 Devyani International Posts Q2 Loss17:03 Apollo Hospitals Q2 PAT Jumps17:39 LIC Q2 Profit Rises18:29 Mankind Pharma PAT Drops19:05 TVS Motor Sells Rapido Stake19:28 Singtel Sells 0.8% Stake in Airtel20:01 SBI Approves AMC IPO Stake Sale20:57 MSCI Index Adds Paytm, Fortis
How to Use Artificial Intelligence for Investing - Combo of 5 ebookshttps://shorturl.at/gM97lKaynes Tech: Profit Doubles in Q2 FY26 - Is this India's next BIG Multibagger?https://youtu.be/KpSyujSd-1gThe stock market is back in action with a major focus on the Q2 earnings season. We dive deep into why Asian markets are seeing a major plunge and the mixed signals from the global manufacturing sector. Plus, get the full breakdown of the latest quarterly results from major Indian companies.Key Market Takeaways for Nov 6, 2025:Asian Markets in the Red: Understand the "valuation jitters" causing a significant drop in Asian indices and what it means for the Indian market.Global Manufacturing Revival: Get insight into the surprising strength in global manufacturing and if this trend can sustain the rally.Q2 Earnings Deep Dive: Full analysis of the latest Q2 financial results for Kaynes Tech, NSE, Paytm, Delhivery, and Blue Star. Learn how one-time provisions and integration costs impacted the final profit numbers for key companies.Like, Share, and Subscribe for daily stock market analysis and earnings reports!#stockmarketnews #sharemarketnews #indianstockmarket #marketnews #q2results #nse #PaytmResults #DelhiveryQ2 #KaynesTech #bluestar #asianmarkets #globalmarket #earningsreport #stockanalysis 00:00 Start00:11 Asian Markets Plunge Amid Valuation Jitters02:15 Asia Leads Global Manufacturing Revival04:40 Kaynes Tech Q2 Results07:00 NSE Q2 Results08:54 Paytm Q2 Result11:05 Delhivery Q2 Results13:08 Blue Star Q2 Results15:12 Believe it or not!
In Today's Tech3 from Moneycontrol, Apple braces for a $1.1B tariff hit as Trump turns up the heat, even as iPhone sales surge. Rural fintech SarvaGram reports strong income growth but shrinking profits. Swiggy Instamart CEO says the quick commerce fight is far from over, with rivals expanding fast. And Delhivery kicks off FY26 with a 67% profit jump.
Delhivery, the logistics company, started out in Delhi. It even has Delhi in its name, literally.Yet, a few weeks ago, I flew to Goa to meet its co-founder and CEO, Sahil Barua, because that's where Delhivery's headquarters is now.It was a day trip. I took an early morning flight. Spent a few hours at a quaint cafe where I was the only guest. Then, I walked 15 minutes through still back alleys filled with cashewnut and mango trees before ending up on a dusty highway, dodging traffic next to an under-construction flyover.By the time I got to the studio where I was meeting Sahil, my adventure quota for the day was almost over. I loved it.This was the first time I was meeting Sahil. We'd only exchanged emails with each other. He's tall, lean and bearded. There's a certain air of seriousness, for want of a better word, to him. A professorial sort. I steeled myself, expecting our conversation to be a bit stiff. But Sahil completely surprised me.Because he felt completely at ease diving into answers, explanations and reflections without much hesitation. It wasn't impulsiveness, but an ease with his own thoughts and actions, which did not require polishing or editing before being shared.It was something that kept coming up time and again in my conversation with him. From joining consulting firm Bain right around the time they had set up shop in India to signing up for a triathlon without much regard for what the challenge holds, to moving Delhivery to, well, Goa.But at Delhivery, as it has become a giant in the e-commerce and logistics business, he tells one thing to his employees—do not move fast and break things.Delhivery might not be a sexy business from the outset, but the systems they have built and continue to build, as Sahil explains, position it as a company that is always innovating and iterating in a business which has largely remained the same for decades. And as Sahil repeated in different ways, the biggest effort they have taken is building the most effective network out there.Sahil tracks Delhivery's journey, how he and his co-founders built a logistics network in the image of a telecom network, and how he has grown to be a better, calmer founder over the years.I talked to Sahil Barua, co-founder and CEO of Delhivery, about that and a lot more during the course of our conversation.This is part 2 of my conversation with Sahil Barua.Welcome to First Principles.-If you're a Premium subscriber to The Ken, you can listen to the full episode, along with all our other podcasts, exclusively on our apps now. Not a premium subscriber? You can subscribe to The Ken Premium channel on Apple Podcasts, which unlocks access to all our premium audio offerings at a great monthly recurring price.-This episode was produced by Hari Krishna, and the mixing and mastering of the episode was done by Rajiv CN.Write to us fp@the-ken.com with your feedback, suggestions and guests you would want to see on First Principles.If you liked this episode, help us spread the word by sharing and gifting this episode with your friends and family.
In today's Tech3 from Moneycontrol, we unpack Zomato and Swiggy scrapping free delivery during rains for premium users, why India's top SaaS founders are getting hands-on with AI coding, and TCS's AI global head Ashok Krish reveals how AI is reshaping software and content creation. Plus, a deep dive into India's cyber defense during border tensions and Delhivery's first annual profit after years of losses.
Delhivery, the logistics company, started out in Delhi. It even has Delhi in its name, literally.Yet, a few weeks ago, I flew to Goa to meet its co-founder and CEO, Sahil Barua, because that's where Delhivery's headquarters is now.It was a day trip. I took an early morning flight. Spent a few hours at a quaint cafe where I was the only guest. Then, I walked 15 minutes through still back alleys filled with cashewnut and mango trees before ending up on a dusty highway, dodging traffic next to an under-construction flyover.By the time I got to the studio where I was meeting Sahil, my adventure quota for the day was almost over. I loved it.This was the first time I was meeting Sahil. We'd only exchanged emails with each other. He's tall, lean and bearded. There's a certain air of seriousness, for want of a better word, to him. A professorial sort. I steeled myself, expecting our conversation to be a bit stiff. But Sahil completely surprised me.Because he felt completely at ease diving into answers, explanations and reflections without much hesitation. It wasn't impulsiveness, but an ease with his own thoughts and actions, which did not require polishing or editing before being shared.It was something that kept coming up time and again in my conversation with him. From joining consulting firm Bain right around the time they had set up shop in India to signing up for a triathlon without much regard for what the challenge holds, to moving Delhivery to, well, Goa.But at Delhivery, as it has become a giant in the e-commerce and logistics business, he tells one thing to his employees—do not move fast and break things.Delhivery might not be a sexy business from the outset, but the systems they have built and continue to build, as Sahil explains, position it as a company that is always innovating and iterating in a business which has largely remained the same for decades. And as Sahil repeated in different ways, the biggest effort they have taken is building the most effective network out there.Sahil tracks Delhivery's journey, how he and his co-founders built a logistics network in the image of a telecom network, and how he has grown to be a better, calmer founder over the years.I talked to Sahil Barua, co-founder and CEO of Delhivery, about that and a lot more during the course of our conversation.Welcome to First Principles.-If you're a Premium subscriber to The Ken, you can listen to the full episode, along with all our other podcasts, exclusively on our apps now. Not a premium subscriber? You can subscribe to The Ken Premium channel on Apple Podcasts, which unlocks access to all our premium audio offerings at a great monthly recurring price.-This episode was produced by Hari Krishna, and the mixing and mastering of the episode was done by Rajiv CN.Write to us fp@the-ken.com with your feedback, suggestions and guests you would want to see on First Principles.If you liked this episode, help us spread the word by sharing and gifting this episode with your friends and family.
Earlier this month, India's largest third party logistics company, Delhivery, acquired its biggest rival Ecom Express in a $165 million distress sale. The acquisition could not have come at a better time for both parties. Things have been tough for Ecom for some time now. The company, in fact, called off its IPO plans just this February, about six months after filing the papers and ended up laying off hundreds of its employees. Meanwhile, Delhivery has been soldiering some tough times too. By acquiring its floundering rival, Delhivery seems to be going all out to claw back some business. But is that enough? Tune in. Daybreak is looking for a talented audio journalist with at least two years of experience. Check out the role here. Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
Deep dive into Ecom Express's journey from ₹7,000 Cr ore valuation to a ₹1,407 Crore distress sale, to its rival Delhivery. Explore the key reasons & takeaways for founders!
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:46 Why we struggle to innovate08:32 Delhivery added Ecomm express to its cart14:18 TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
For a while now, some of the biggest players in India's third-party logistics industry have been riding on the success of e-commerce unicorn Meesho. As of 2023, it accounted for over half of the 2.5 billion shipments that were being handled by third-party logistics players. Companies like Delhivery and Ecom Express happily rose to the occasion and partnered with Meesho to handle all its order deliveries. For logistics companies this was a dream come true because most of the other major e-commerce players in India – like Flipkart and Amazon – take care of all their logistics in-house. But earlier this year, Meesho announced the launch of Valmo, its own in-house logistics arm. Naturally, third party logistics partners are nervous. But no one is more shaken up than Ecom Express.Tune in.**This episode was first published on September 2, 2024.P.S The Ken's podcast team is hiring! Here's what we're looking for.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.Listen to the latest episode of Two by Two here
Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Friday, October 25, 2024. My name is Nelson John. Let's get started.Qatar's Nebras Power was supposed to acquire up to a 49 per cent stake in Aditya Birla Group's renewable energy business for about $400 million, but the deal has been put on hold due to a valuation mismatch. Utpal Bhaskar reports that challenges such as competitive returns and execution risks in the Indian market continue to be concerns for investors. The Aditya Birla Group company is still seeing interest from Alberta Investment Management and BlackRock's Global Infrastructure Partners.India's startups aren't complying with certain rules. The Central Consumer Protection Authority has issued notices to 11 e-commerce companies including Blinkit, Zepto, Swiggy and Meesho for violating declaration rules. These violations include failing to display product manufacturing and expiry dates, among other packaging and labelling norms. Soumya Gupta writes that the CCPA took this action after users complained about receiving perishable items close to or after their expiry dates.After a long and contentious battle, the Insurance Regulatory & Development Authority of India has approved the Burman family's proposed acquisition of Religare, reports Anirudh Laskar. This nod marks a significant step towards the Burmans' takeover of Religare. Only approvals from the banking and market regulators are now pending. Despite initial resistance from Religare's management, the Burman family, which owns Dabur India, aims to solidify its ownership through an open offer of more than 3,400 crore rupees.In a surprising turn of events, 60 out of 100 private equity and venture capital executives in India failed a mandatory exam set by the National Institute of Securities Management (NISM), under directives from SEBI. This exam, which is crucial for maintaining registration, has stirred concerns within the sector. Critics argue that the exam's content, which spans various fund types—venture capital, private equity and public markets—is disproportionately focused on public markets, and does not reflect the practical differences between these fund categories. Sneha Shah and Ranjani Raghavan report on the embarrassing situation India's PE and VC sector is staring at. Last year, Ecom Express found itself at a crossroads, searching for new leadership after the health-related departure of its co-founder and CEO, T.A. Krishnan. With growth stalling, the company turned to Ajay Chitkara, a veteran of the telecom industry, to inject new life into its operations. Chitkara, known for his successful stint at Airtel, took the reins at a tough time and now faces a daunting task: steering Ecom Express towards profitability and a successful IPO. The company has reduced its losses, but sustaining growth remains a challenge, especially with new players such as Valmo shaking up the logistics market. Mint's startups editor Ranjani Raghavan tackles the question of whether Ecom Express's IPO can succeed when Delhivery's stock has failed to deliver. SUBJECT/Title: Why finance pros at PE, VC funds are flunking Sebi exam Pre-head: IRDA approves Burmans' Religare takeover; CCPA issues notice to quick commerce startups Qatar's Nebras deal with Aditya Birla Group's green arm on holdWhy are e-tailers on notice for legal metrology?IRDA gives Burman family green signal for Religaree takeover Can Ecom Express's IPO succeed when Delhivery's stock has failed to deliver?Why finance pros at PE, VC funds are flunking Sebi exam
We have unlocked the full and unedited subscriber version of episode four which we released on August 8 for Premium subscribers of The Ken and on Apple Podcasts. Now you can stream it wherever you listen to your podcasts for free for a few weeks.The conventional wisdom is that Bengaluru is India's Silicon Valley. It's the cradle of India's tech revolution. First there was Infosys and Wipro on the IT services side. Then when startups become cool and hip, the default location to get it all started was also Bengaluru. Take the leaders across sectors, and you'll see they belong to Bengaluru — Flipkart, InMobi, Swiggy, PhonePe, Myntra, Ola, Amazon, Unacademy, Byju's…and much more. But of late, it looks like something has changed. There's now a sentiment that Bengaluru is for people who “want to” build startups, but Delhi is for people who build businesses. Delhi companies are the ones who seem to be gutsier, more resilient, and stronger. The list of tech companies that have gone public — Zomato, Paytm, Mamaearth, Infoedge, Delhivery, have one thing in common i.e Delhi. Why is this distance so wide? Do cities really influence businesses that much?Our guests for this episode have stories that might make you agree. Our first guest is Prashant Singh, who's the Head of Product at JAR, in Bengaluru. He's spent 20 years in Delhi, where he set up his own startup and sold it to Paytm. He's now in Bengaluru, and he's not convinced that a city can affect a company's future…but he remembers the early building days of Delhi – a city with a get-thing-done attitude and massive “ops chops.”Our second guest is Arnav Gupta, the Director of Engineering at JioCinema. He has also founded and sold his own edtech startup, as well as led the engineering and product for the Zomato app. Arnav worked in Delhi before VCs pulled him to Bengaluru – and now that he's spent a few years here, he knows what sort of companies only Bengaluru can give birth to, and why. Joined by hosts Rohin Dharmakumar and Praveen Gopal Krishnan, our guests discuss the unique cultural context each city adds to a business, why it's causing a rivalry, and what this means for the Indian startups ecosystem, going forward.If you like the episode rate us on your favorite streaming platform. Write to us what you thought about the episode at twobytwo@the-ken.com
For a while now, some of the biggest players in India's third-party logistics industry have been riding on the success of e-commerce unicorn Meesho. As of 2023, it accounted for over half of the 2.5 billion shipments that were being handled by third-party logistics players. Companies like Delhivery and Ecom Express happily rose to the occasion and partnered with Meesho to handle all its order deliveries. For logistics companies this was a dream come true because most of the other major e-commerce players in India – like Flipkart and Amazon – take care of all their logistics in-house. Now, Meesho has announced the launch of Valmo, its own in-house logistics arm. Naturally, third party logistics partners are nervous. But no one is more shaken up than Ecom Express.Tune in.P.S The Ken's podcast team is hiring! Here's what we're looking for.Daybreak is now on WhatsApp at +918971108379. Send us a hello with your name and since when you've been listening to us and be a part our community. Also, if you have any recommendations for this Thursday's Unwind segment, send them to us as texts or voice notes.Want to be part of the Daybreak community? Introduce yourself here.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
Welcome to another episode of Two by Two, a weekly premium business podcast from The Ken. You'll notice that this week, we've released a 30-minute version of our new episode. But if you're a premium subscriber of The Ken, you can access the full, uncut episode on our app! Click here to listen to the full episode. Download the app to access all our full episodes, every single week!On to today's episode:The conventional wisdom is that Bengaluru is India's Silicon Valley. It's the cradle of India's tech revolution. First there was Infosys and Wipro on the IT services side. Then when startups become cool and hip, the default location to get it all started was also Bengaluru. Take the leaders across sectors, and you'll see they belong to Bengaluru — Flipkart, InMobi, Swiggy, PhonePe, Myntra, Ola, Amazon, Unacademy, Byju's…and much more. But of late, it looks like something has changed. There's now a sentiment that Bangalore is for people who “want to” build startups, but Delhi is for people who build businesses. Delhi companies are the ones who seem to be gutsier, more resilient, and stronger. The list of tech companies that have gone public — Zomato, Paytm, Mamaearth, Infoedge, Delhivery, have one thing in common i.e Delhi. Why is this distance so wide? Do cities really influence businesses that much?Our guests for this episode have stories that might make you agree. Our first guest is Prashant Singh, who's the Head of Product at JAR, in Bangalore. He's spent 20 years in Delhi, where he set up his own startup and sold it to Paytm. He's now in Bangalore, and he's not convinced that a city can affect a company's future…but he remembers the early building days of Delhi – a city with a get-thing-done attitude and massive “ops chops.”Our second guest is Arnav Gupta, the Director of Engineering at JioCinema. He has also founded and sold his own edtech startup, as well as led the engineering and product for the Zomato app. Arnav worked in Delhi before VCs pulled him to Bangalore – and now that he's spent a few years here, he knows what sort of companies only Bangalore can give birth to, and why. Joined by hosts Rohin Dharmakumar and Praveen Gopal Krishnan, our guests discuss the unique cultural context each city adds to a business, why it's causing a rivalry, and what this means for the Indian startups ecosystem, going forward.If you like the episode rate us on your favorite streaming platform. Write to us with your opinions and suggestions on twobytwo@the-ken.com
Welcome to CNBC-TV18's Marketbuzz Podcast. Here are the top developments ahead of the trading session of August 2 -After three days of teasing the landmark, the Nifty finally scaled the mark of 25,000, thereby starting off August on a positive note. What generally follows an event like this is a sell-off from higher levels. Yesterday, there was some bit of resistance for the Nifty as well around the 25,100 mark owing to which it reversed from its latest record high of 25,078, but the fact that the index managed to hold on to 25,000 at close, will give the bulls a lot of comfort. -Stocks to watch: Tata Motors, Zomato and ITC, Godrej Agrovet, Kalyan Jewellers, Vaibhav Global, Infosys -Earnings: Dalmia Bharat, Delhivery, CAMS, Hindustan Zinc, UPL, PSP Projects, Titan, LIC Housing Finance -Nagaraj Shetti of HDFC Securities says even as the Nifty has crossed 25,000, the crucial hurdle between 25,000 - 25,100 remains intact. He anticipates further consolidation or a minor near-term dip. -In the US overnight, stocks sold off with the Dow Jones Industrial Average tumbling nearly 500 points, as investors' fears over a recession surfaced. The Dow dropped 1.2%. The S&P 500 shed 1.3% while the Nasdaq Composite slipped more than 2%. -Some fresh data stoked fears over a possible recession and the notion that the Federal Reserve could be too late to start cutting interest rates. Initial jobless claims rose the most since August 2023. -This morning, Asian markets also fell after the Wall Street sell-off, with Japan's Nikkei 225 leading losses. Japan's benchmark indexes nosedived as much as 5% on Friday, with most Asia-Pacific markets lower after a sell-off on Wall Street overnight over recession worries. -Intel shares slid as much as 20% in extended trading overnight after the chipmaker said it would lay off over 15% of its employees as part of a $10 billion cost-reduction plan and reported lighter results than analysts had envisioned. -In commodities, oil headed for a fourth weekly drop as demand concerns in the world's two biggest economies overshadowed heightened geopolitical risk. Brent crude traded near $80 a barrel after dropping by 1.6%. -Ola Electric's over Rs 6000 cr IPO opens for subscription today. Its anchor book saw participation from marquee investors. -Gift Nifty was trading 0.18% lower than the Nifty futures' Thursday close, implying a lower start for the Indian market. Tune in to the Marketbuzz Podcast for more cues
Welcome to CNBC-TV18's Marketbuzz Podcast. Here are all the important updates ahead of the trading session of July 11 -The Nifty 50 failed to see follow-through yesterday & broke a prior low. However, It's Too early to judge if we are in for a bit of a pullback. The Nifty witnessed its biggest single day fall in over a month, which is the Lok Sabha election result day of June 4. -Despite the drop, the market continued with its "buy-the-dip" trend. At one point, the Nifty even slipped below the mark of 24,150 but saw a recovery of nearly 200 points from those levels to close above the 24,300 mark. -Most index heavyweights, be it Reliance Industries, HDFC Bank or TCS were on the same losing end in Wednesday's trade, although the recovery in the index also came as the first two recovered from their respective session's low. -Today, TCS will remain in focus as it kickstarts the earnings season for the Nifty 50 companies, the reaction of which of course, will be seen on Friday. -Today is also the weekly options expiry of the Nifty 50 contracts and it remains to be seen whether the recovery made late on Wednesday is sustained or some expiry related volatility will lead to a retest of Wednesday's low, which also happens to be the lowest since July 1. -Both foreign and domestic investors continued to be net buyers in the cash market on Wednesday but that number could also be skewed due to the block deals seen in Delhivery and Mankind Pharma. -Experts like Nagaraj Shetti of HDFC Securities believe that the near-term uptrend of the Nifty remains intact but the market seems to have started to show signs of profit booking between 24,400 - 24,500 levels. -The GIFTNifty was trading with a premium of more than 40 points from Nifty Futures' Wednesday close, indicating a start in the green for Indian market. -Stocks to track: Glenmark Life, Kesoram Industries, Tata Elxsi, Sula Vineyards, Power Grid, SBI, Nykaa, Sona BLW Precision -Asian equities advanced after a rally in the world's largest tech stocks lifted global shares to new highs ahead of US inflation data due later Thursday. Equities in Japan, Australia and China rose, echoing the bullish pulse on Wall Street on Wednesday. -The S&P 500 and Nasdaq 100 each gained more than 1%, and a gauge of global equities also rose, all to records, spurred by the likes of Nvidia Corp. and Apple Inc. The S&P 500 has advanced in each of the past seven sessions, its longest winning streak since November. Tune in to the Marketbuzz Podcast for more cues
In this episode of Market Minutes, Nandita Khemka talks about the key factors to watch out for today before the equity market opens. Nifty and Sense notched record close on Tuesday after three days of rangebound moves. Will the march towards 25,000 continue? Among stocks in news, watch out for Delhivery, Mankind Pharma and Delta Corp. Namita Thapar-backed Emcure Pharma is expected to a see a listing pop of over 30% to its issue price of 1008 rupees apiece. Also catch Sneha Poddar, AVP - Retail Research, Broking and Distribution at MOFSL in the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.
Welcome to CNBC-TV18's Marketbuzz Podcast. Here are all the important updates ahead of the trading session of July 10 -The bulls continue to charge ahead. Yesterday, the Nifty closed above 24,400 for the first time and so far the index has gone up 1200 points in a month. -Both FIIs and DIIs bouhth in the cash market yesterday. -Auto majors Maruti and Mahindra & Mahindra, along with ICICI Bank and ITC led the index to newer peaks. ITC gained for the fifth day in a row, and is attempting a retest of its previous highs after a few months of sideways price action. The Nifty Auto index was also the top sectoral performer of the day, ending at record levels. -The broader markets also moved in tandem with the benchmark indices but there were pockets that outperformed. Barring auto, PSU banks made a comeback after a few days of underperformance, while Pharma resumed its uptrend from the week gone by. IT and Metals had a dull day. -Summarising the current market mood, veteran investor Vijay Kedia had a warning. He believes that the right adjective to describe the current market scenario is a "stampede" and not "euphoria" as it has gone beyond the latter. He added that market regulator SEBI will take some steps to stop this "frenzy." -Emcure Pharma is set for listing today. -The market is sitting in anticipation of further cues from the IT earnings that begin this Thursday or July 11. -The focus remains on the globe as to how the US markets, having made new record highs almost every single day, react to Fed Chair Jerome Powell's testimony. -Asian markets were mixed this morning. Shares in Australia and Japan fell Wednesday while Chinese futures pointed to gains ahead of key economic data after fresh highs of US equities. Hong Kong futures contracts rose earlier, following a Tuesday rally for mainland stocks and a gauge of US-listed Chinese shares. -Overnight in the US, S&P 500 advanced for a sixth consecutive session, its longest winning streak since January, as traders held to bets the Federal Reserve will cut rates this year. The Nasdaq 100 also set a fresh record. -Fed chief Jerome Powell was careful not to offer a timeline for rate cuts in comments to lawmakers on Tuesday. However, he emphasized mounting signs of a cooling job market after government data showed a third straight month of rising unemployment. -GIFTNifty was trading with a premium of more than 5 points from Nifty Futures' Tuesday close, indicating a flat start but in the green for the Indian market this morning. -Stocks to track: KDDL, Delhivery, Mankind Pharma, Infosys, Delta Corp, Rail Vikas Nigam, Adani Ports, Bank of Baroda, KIMS, Havells India, JSW Steel Tune in to Marketbuzz Podcast for more news and cues
In this episode of The Startup Operator Roundup, Gunjan and Roshan break down the week's startup news and more!If you liked this episode, let us know by hitting the like button and share with your friends and family. Please also remember to subscribe to our channel and switch on the notifications to never miss an episode! Topics 00:00 Introduction01:39 Opening comments - Bharat Ratna winners & Pakistan elections04:01 Paytm Vs RBI 13:39 Satya Nadella's visit to India 15:17 45X returns from Country Delight18:04 Broadcasters push for separate OTT regulation22:01 Karnataka to Ola and Uber surge pricing?25:55 Delhivery hits profitability 26:55 Fundraises of the week 30:19 Talk of the town ------------------------------------- Click here to get regular WhatsApp updates:https://wa.me/message/ZUZQQGKCZTADL1 ------------------------------------- Connect with Us: Linkedin: https://www.linkedin.com/company/startup-operatorTwitter: https://twitter.com/OperatorStartup ------------------------------------- If you liked this episode, let us know by hitting the like button and share with your friends and family. Please also remember to subscribe to our channel and switch on the notifications to never miss an episode!
Indian benchmark indices, Sensex and Nifty 50, are likely to open in the red in the trading session of February 5 with a focus on stocks like Zee Entertainment, Paytm, Tata Motors and Delhivery among others. India's GIFT Nifty was trading at 21,919 points as of 7:54 am IST, suggesting the NSE Nifty 50 will open near its February 2 close of 21,853.80. Last week, Nifty Bank outperformed the Nifty on a weekly basis for the first time in almost two months. It gained 2.5% last week compared to the Nifty 50's 2.3% gain. The last time this happened was in December 2023. However, overall the market sold off sharply. The Nifty 50 although it ended higher, it closed almost 300 points off the highest point of the day. The Nifty Bank, despite outperforming last week, was still the weaker among the two. Out of the last 11 sessions, the Nifty Bank closed above 46,000 only twice. The week starting February 5 is a data heavy week with quarterly earnings of Britannia, Bharti Airtel and Lupin, and RBI monetary policy. This morning, Asian markets were lower after data showed US non-farm payrolls jumped more than expected in January, highlighting a resilient economy and weighing on hopes of an early Fed rate cut. Brent crude futures inched up 8 cents to $77.41 a barrel by 0131 GMT, while U.S. West Texas Intermediate futures were flat at $72.28 a barrel. Tune in to the Marketbuzz Podcast for more cues
In this episode of Market Minutes, Zoya Springwala talks about the key factors to watch out for today, from RBI's increase of risk weight by 25 percent on consumer credit exposure of banks and NBFCs, IDBI Bank's upcoming stake sale to the global market set up. Also, catch Vinit Bolinjkar on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.
In this episode of Market Minutes, Shailaja Mohapatra puts the spotlight on why TCS, Delhivery and HMA Agro are in focus today. Also, catch Rohit Srivastava of Indiacharts.com in Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, keys data points and developing trends. (With inputs from news agencies)
In today's episode for 27th May 2023, we explain how Delhivery's diversifying its business in a bid to reach profitability. We've launched an endeavor to give simplified health and life insurance advice via Ditto Insurance. Book a free consultation call with our advisors or just drop us a text on WhatsApp for all your insurance queries. Check out Ditto: https://bit.ly/3ym6GjO Insta- https://www.instagram.com/joinditto/ Twitter- https://twitter.com/joinditto
The VCpreneur: Startups | Venture Capital | Entrepreneurship | Fundraising
In this episode, Anjali Bansal, Founding Partner @Avaana Capital, joins our host Digjay, to talk about her path leading up to Avaana Capital, investing in process & product innovation, key headwinds & tailwinds in the current climate tech cycle, innovative sustainability startups from Avaana's portfolio, the role of the board at early stages of a startup, importance of having a diverse board, how can founders draw maximum value from their board, and what to overindex on to build longevity in one's career. Avaana is an early/growth stage fund that invests in technology and innovation-led start-ups catalysing climate solutions and sustainability. Some of its marquee portfolio startups include the likes of Terra.do, Farmart, Eeki Foods, Animall and Praman among others. Anjali has also invested in and mentored various successful start-ups including Delhivery, UrbanClap, Nykaa and Lenskart. Previously, Anjali has been the Non-Executive Chairperson of Dena Bank, appointed by the Govt. of India to steer the resolution of the stressed bank. Prior to that, Anjali was a Global Partner and Managing Director with TPG Growth PE. She also serves as an independent director on several leading boards including Tata Power, Bata, Kotak AMC, and Piramal Enterprises. Anjali is also a member of the Advisory Council for the Open Network for Digital Commerce (ONDC) and serves on the CII National Committee on Corporate Governance. You can connect with her here on Linkedin ---- Show notes – (02:17) Anjali's background & path leading up to Avaana Capital (06:37) Identifying the scale-up potential of startups (10:28) Investing in process & product innovation (14:30) Climate tech – Key headwinds & tailwinds in the current climate tech cycle (18:43) Cutting through the noise and staying focused when investing in a hot market/theme (21:37) Full-stack support that Avaana brings to startups (23:40) Innovative climate tech startups that are part of Avaana's portfolio (26:02) Role of the board at early stages of a startup and how does that evolve as the startup matures in it's lifecycle (30:08) Importance of having a diverse board and how to draw maximum value from your board (33:35) Reflecting on a multi-decadal career - What to overindex on to build longevity in one's career? (35:25) Advice for first time GPs (38:04) Rapid fire and closing remarks ---- If you liked our episode, you can subscribe to our podcast on any podcast platform of your choice (like Spotify & Apple iTunes). We would appreciate if you could leave us a review on Spotify or Apple iTunes. This helps others discover the podcast organically. You can visit thevcpreneur.com and follow us on Twitter @thevcpreneur_ & Instagram @thevcpreneur for more episodes and interesting insights on the startup ecosystem. You can also follow our host Digjay here on Linkedin & Twitter
On this episode of The Shape of Work, our guest discusses the top priorities from a business and talent perspective and the challenges of staying current with the latest innovations."We have adapted our strategy to optimize the efficiency of our employees and to enable our team to utilize remote tools as well. There is no need for anyone to travel across the city to meet someone when the same goals can be accomplished through a Zoom call."We welcome Himanshu Garg, the founder and CEO of Fanztar, India's first platform that enables fans to own a share of their favorite creators' success. Fanztar enables fans to become active shareholders in the creator economy rather than being passive consumers of content.Prior to Fanztar, Garg has over eight years of experience and has worked at organizations such as Delhivery as Senior Manager of New Ventures and Wrig Nanosystems as Business Head.Episode Highlights:The crucial traits to look for when hiringHow can a leader help everyone on the team reach their full potentialThe top priorities from a business and talent perspectiveThe top issues when keeping up with the latest innovationsFollow Himanshu on LinkedinProduced by: Priya BhattPodcast Host:Shradha MundhraAbout Springworks:Springworks is a fully-distributed HR technology organisation building tools and products to simplify recruitment, onboarding, employee engagement, and retention. The product stack from Springworks includes:SpringVerify— B2B verification platformEngageWith— employee recognition and rewards platform that enriches company cultureTrivia — a suite of real-time, fun, and interactive games platforms for remote/hybrid team-buildingSpringRole — verified professional-profile platform backed by blockchain, andSpringRecruit — a forever-free applicant tracking system.Springworks prides itself on being an organisation focused on employee well-being and workplace culture, leading to a 4.8 rating on Glassdoor for the 200+ employee strength company.
In this episode of The Week on Dalal Street, Moneycontrol's Santosh Nair and CNBC Awaaz's Anuj Singhal discuss the renewed interest in new age business stocks like Paytm, PB Fintech and Delhivery and whether they make for good long term bets
In this edition of Market Minutes, Shailaja Mohapatra talks about Pre-IPO lock-in for many companies including Nykaa, Paytm and Delhivery set to expire in November. What should investors watch out for? Market Minutes is a morning podcast that tracks the risk-reward in stock markets by putting the spotlight on keys data points and developing trends.
Amazon says fear of Google putting off vendors from TV hardware partnership; YouTube Premium's family plan gets a price hike in several countries; Delhivery falls to all-time low after muted growth report
Amazon says fear of Google putting off vendors from TV hardware partnership; YouTube Premium's family plan gets a price hike in several countries; Delhivery falls to all-time low after muted growth report
Equities fought volatility and surged last week, as stocks danced to the tunes of global cues, domestic news flow and corporate earnings. Among indices, financials lead from the front, while a steep cut in excise duty on fuel prices and capping of sugar exports, saw stocks from these sectors react negatively. Eventually, the BSE Sensex moved in a band of 1,500 points, and finally ended the week with 1 per cent gain. The NSE Nifty, on the other hand, was up 0.5 per cent, while the Bank Nifty surged nearly 4 per cent. However, despite last week's gains, the benchmark indices may end the current month on a negative note, marking their biggest declines in May since 2012. The BSE benchmark Sensex and the Nifty were down close to 4 per cent so far this month, primarily dragged down by the persistent FII selling. Foreign investors have, now, been net sellers for eight straight months and have net sold stocks worth more than 52,000 crore rupees so far this month. According to VK Vijayakumar of Geojit Financial Services, FPI selling is showing mild signs of exhaustion. DII and retail buying together with overwhelming FPI selling along with short covering can trigger a near-term rally. High quality large-caps can stage a rally, says Vijayakumar, adding that leading banks are safe bets. Against this backdrop, Business Standard's Avdhut Bagkar shares how the banking stock is placed on the charts. Going ahead, markets will look at Q1CY22 GDP number, slated to be announced on Tuesday, for fresh cues on the economic recovery. As per a Reuters poll of economists, India's economic recovery from the Covid-19 pandemic likely stumbled again in the first quarter of this year primarily due to Omicron-related restrictions and higher inflation. ‘Growth in Asia's third-largest economy was pencilled in at 4.0% for the January-March quarter from the same period a year ago, down from 5.4% in Q4 2021. If realised, that would be the slowest in a year and a third consecutive quarter of weaker growth'. Amid these triggers, technical charts suggest that the NSE Nifty managed to close above its 20-DMA for the first time since April 13, 2022. The Nifty may look to target the trendline resistance around 16,750 in the near term. On the downside, the index can expect support around 16,200-level. As we draw curtains on the Q4 earnings season, stocks like Aurobindo Pharma, Delhivery, IRCTC, Jindal Steel and Sun Pharma could see some action ahead of earnings on Monday.
Equities fought volatility and surged last week, as stocks danced to the tunes of global cues, domestic news flow and corporate earnings. Among indices, financials lead from the front, while a steep cut in excise duty on fuel prices and capping of sugar exports, saw stocks from these sectors react negatively. Eventually, the BSE Sensex moved in a band of 1,500 points, and finally ended the week with 1 per cent gain. The NSE Nifty, on the other hand, was up 0.5 per cent, while the Bank Nifty surged nearly 4 per cent. However, despite last week's gains, the benchmark indices may end the current month on a negative note, marking their biggest declines in May since 2012. The BSE benchmark Sensex and the Nifty were down close to 4 per cent so far this month, primarily dragged down by the persistent FII selling. Foreign investors have, now, been net sellers for eight straight months and have net sold stocks worth more than 52,000 crore rupees so far this month. According to VK Vijayakumar of Geojit Financial Services, FPI selling is showing mild signs of exhaustion. DII and retail buying together with overwhelming FPI selling along with short covering can trigger a near-term rally. High quality large-caps can stage a rally, says Vijayakumar, adding that leading banks are safe bets. Against this backdrop, Business Standard's Avdhut Bagkar shares how the banking stock is placed on the charts. Going ahead, markets will look at Q1CY22 GDP number, slated to be announced on Tuesday, for fresh cues on the economic recovery. As per a Reuters poll of economists, India's economic recovery from the Covid-19 pandemic likely stumbled again in the first quarter of this year primarily due to Omicron-related restrictions and higher inflation. ‘Growth in Asia's third-largest economy was pencilled in at 4.0% for the January-March quarter from the same period a year ago, down from 5.4% in Q4 2021. If realised, that would be the slowest in a year and a third consecutive quarter of weaker growth'. Amid these triggers, technical charts suggest that the NSE Nifty managed to close above its 20-DMA for the first time since April 13, 2022. The Nifty may look to target the trendline resistance around 16,750 in the near term. On the downside, the index can expect support around 16,200-level. As we draw curtains on the Q4 earnings season, stocks like Aurobindo Pharma, Delhivery, IRCTC, Jindal Steel and Sun Pharma could see some action ahead of earnings on Monday.
The introduction of a 15% export duty on most steel products, up from zero, and an increase in levies on iron ore and pellets to 45-50% propelled a sharp slump in metal stocks on Monday. Shares of Tata Steel, JSW Steel, Jindal Steel, SAIL and NMDC cracked up to 20% in intra-day trade. Analysts have now turned pessimistic particularly on metal companies as the recent policy moves are set to undermine their operational performance from hereon. According to Bhavesh Chauhan, Research Analyst, IDBI Capital, hike in export duty negative for the sector and 15% duty hike means lesser realisations from exports. Steel companies' exports range between 10-25% of sales, Chauhan says adding that margins, already under pressure, likely to shrink further. Downgrades will happen, evaluation awaited to see if there is any upside left. Some brokerages have already initiated rating downgrades on leading steel stocks as the hike in export duties is expected to lead to a sharp correction in domestic steel prices. CLSA, for instance, has reduced domestic steel price estimates by 8-10%. On the back of lower steel prices, the brokerage has cut the Ebitda estimate for steel companies by up to 24%. It sees no near-term upside catalysts for the sector, other than a stimulus in China. ICICI Securities, meanwhile, has highlighted the policy decision as extremely negative for the steel sector expecting a broad-based multiple de-rating for the industry. It has also lowered its ratings for most metal stocks. The brokerage has broadly assessed a likely Rs 5,000-7,000/te of impact on EBITDA for integrated steel players, while for unintegrated steel equities like JSW Steel the impact can be Rs 5,000/te. “Due to the measures announced by the government, near-term correction in steel stocks is imminent. We believe the ramification of these decisions by the government will be felt widely across all parts of the industry,” says Motilal Oswal According to Motilal Oswal, the export duty hikes can impact the valuation of the sector and companies' ability to invest in capacity growth in the long term. On the contrary, the government has reduced excise duties on petrol and diesel by Rs 8 and Rs 6 per litre, respectively. Following this, Parbhudas Liladhar has cut its FY23 EPS estimates for HPCL and BPCL by 56% and 40%, respectively, as elevated oil prices remain challenging. According to the brokerage, OMCs ability to reduce high marketing losses will be contingent on crude price correction, as high inflationary pressure will prevent meaningful retail price hikes despite excise duty cuts. [Parbhudas Liladhar] Technical charts suggest shares of BPCL could see a bounce until their new 52-week low remains unbreached. The weekly chart of Hindustan Petroleum Corporation, meanwhile, currently signals a bearish trend. The stock price of Indian Oil Corporation is well-placed given its sustenance above the 200-day moving average level. On Tuesday, logistics player Delhivery's market debut will be closely watched, while in the primary market chemical company, Aether Industries' Rs 808 crores-IPO will open for subscription. Besides, Adani Ports, Balkrishna Industries, Balrampur Chini, Grasim, Ipca Laboratories and Metropolis Health will be on investors' watch ahead of their Q4 results. That apart, stock-specific action and global cues will dictate the market trend.
After public sector insurance behemoth Life Insurance Corporation of India (LIC) trimmed the size of its initial public offer (IPO) from over Rs 60,000 crore to Rs 21,000 crore, Softbank-backed Delhivery has trimmed its issue size from Rs 7,460 crore to Rs 5,500 crore to align with the volatile market conditions. Delhivery's IPO will be second biggest this year after LIC and among the top-five since 2021. Besides these two IPOs, nearly half a dozen companies plan to raise over Rs 7,500 crore via primary markets in May alone. According to a recent note by Prime Database, 54 companies plan to raise a massive Rs 1.4 trillion, including the LIC IPO, in 2022 and currently hold market regulator Securities and Exchange Board of India's (Sebi's) approval. Another 43 companies, the note said, are looking to raise about Rs 81,000 crore where Sebi approval is still awaited. The largest IPO in 2021-22 in terms of size, which was also the largest Indian IPO ever till the LIC IPO came around, was of One 97 Communications (PayTM) for Rs 18,300 crore. So, what's in store for primary markets in the months ahead? Will the fund raising frenzy slow a bit? According to Sunil Tirumalai, strategist at UBS Securities India, primary markets will definitely see a fallout of slowing flows and pressure on valuations. The downsizing of LIC IPO is an example of the same, he says. Now let's go to Ambareesh Baliga, an independent market analyst, to understand the dynamics in details. IPOs involve long-term planning, he says adding that trimming the IPO size is a prudent thing to do given the current markets. Timing the IPO is difficult, but companies need to leave something on the table for investors for the IPO to garner subscription, he says. So, will the volatile market conditions see companies trim their offer size? VK Vijayakumar, Chief Investment Strategist of Geojit Financial Services says IPOs do well in a bull-market; key is to get the issue price right. LIC's original plan to offload 5% equity was an uphill task in the current market, he says adding that issuers need not wait for a ‘favourable' time / postpone issue. Message from the market is clear: Get the pricing right, he says. Today, the markets will react to the US CPI numbers and how the global markets perform. Stock-specific action is likely to continue amid volatility.
The race to acquire Ambuja Cements and ACC seems to be entering the final lap now. The two top contenders -- Gautam Adani and Sajjan Jindal -- are now vying to take over the two leading domestic cement companies owned by international building materials giant Holcim which is now exiting India after 17 years. There are some other contenders too, like India's top cement maker Ultratech. But why do all these leading firms want to buy Holcim's stake? And why did the Switzerland-based company decide to quit India which contributes 27% of its global sales volumes. Holcim's decision to pull the plug on an emerging market like India has indeed baffled many. But, if reports are to be believed, it is doing so due to its commitment to check global warming. Similarly, but not on that scale, a 55-year-old engineer from Ladakh has been doing his bit to spread awareness about climate change for decades now. Sonam Wangchuk is now a familiar name in India, thanks to his now resounding voice on climate change and innovations in the cold mountains. His latest one is a carbon-neutral solar building that stays warm even in freezing conditions and can help clean the toxic air of Delhi and NCR. Business Standard's Nazia Iqbal caught up with him in Ladakh to know more. Like the weather, markets too are going through a volatile phase. Volatility in the secondary market against the backdrop of US Fed rate hike and ongoing Russia-Ukraine war has seen two companies – Life Insurance Corporation of India (LIC) and Delhivery -- trim the size of their initial public offers in May. Will more companies follow the suit as the markets are likely to remain choppy? It may have hit the economy and markets adversely, but the pandemic was in a way good for the Indian pharma industry. India makes about 60% of the world's vaccines and 20% of generic drugs. The US is a major export destination. On its part, the US administration carries out regular inspections at offshore drug making units to ensure that they stick to the standards. In one such recent check, the US FDA has issued Form 483 to a firm. This episode of the podcast demystifies the Form 483 and more.
What are the traits of a perfect leader? Are being a people person, encouraging others, and creating new leaders, some of them? If so, our guest for today, Saugata Gupta, the Managing Director and Chief Executive Officer of Marico Limited, is just the person. Not only is he responsible for driving the company's growth and strengthening its presence both nationally and internationally he has also helped in transforming Marico into a high performing business with a commitment to sustainable development and best in class governance. Along with this, Saugata is also an on the board of Ashok Leyland as Independent Director and is a member of Audit Committee, Nomination and Remuneration Committee and ESG Committee. He is also associated with Delhivery as an Independent Director. Key highlights: You need to have a frame-work for making choices, based solely on your individual liking without getting affected by any outside stimuli In order to prioritize goals, one should be ready to drop a few things It is imperative to find the cusp between doing what you like and what you are good at Time management and multi-tasking is of critical importance in the present time Do justice to the things you do, don't do anything for the heck of doing it Digital world has made the universe a lot more exciting and full of opportunities Being stress-free and happy is as big a contributor to a healthy lifestyle as what you eat Leaders should create more leaders not followers Hybrid model boosts diversity and inclusion If you keep on doing good things, good things happen to you Don't compromise the long term for a short term gain Why should you listen to this podcast: Do you wish to carve your own path? Do you aspire to prioritize your individuality over the opinions of others? This then, is the podcast for you. Motivating all to take their own decisions, Saugata Gupta, will encourage you to find the cusp between what you like doing and what you're good at doing, while simultaneously inspiring you to experiment beyond that too. His words are sure to nudge one towards the direction of introspection and improvement. --- Send in a voice message: https://anchor.fm/iiact/message
Logistics is the lifeblood of the economy, bringing us crucial goods and resources wherever we need them. India's e-commerce growth story has cast the spotlight on the logistics market - with the rise of D2C brands and quick commerce propelling a $365 billion market opportunity (9% CAGR) by FY26. Sahil Barua, Co-Founder and CEO at Delhivery, is among the shapers of India's #logistics sector in the digital era. Starting off as a shipping company, Delhivery was early to spot the digital opportunity in the sector, evolving into a full-stack logistics platform for e-commerce and consumers. Sahil's experience of building one of India's largest & fastest growing logistics players gives him unique insights into this sector's exigencies and evolution. In this #PayItForward episode, Sahil discusses the highs and lows of his entrepreneurial journey and what the future holds for logistics in IndiaThe Pay It Forward series, hosted by Vani Kola, MD of Kalaari Capital, focuses on conversations with founders and CEOs who have built businesses that have transformed the landscape of the Indian start-up ecosystem. If you have any suggestions, please reach out to us at podcast@kalaari.com. We would love to hear from you.For more podcasts, visit our website- https://www.kalaari.com/resources
The Desi VC: Indian Venture Capital | Angel Investors | Startups | VC
Anjali Bansal is the Founder of Avaana Capital which invests in and provides scaling up support to innovation-led startups for catalyzing impact at scale while delivering commercial returns.Anjali has invested in and mentored various successful start-ups including Delhivery, UrbanClap, Darwinbox, Nykaa, and Lenskart. She is closely associated with NITI Aayog's Women Entrepreneurship Platform, digital solutions, and mentor to the Atal Innovation Mission.Anjali is former Non-Executive Chairperson of Dena Bank, appointed by the Government of India to steer the resolution of the stressed Bank, eventually leading to merger with Bank of Baroda. She was earlier a global Partner and Managing Director with TPG Growth PE responsible for India, SE Asia, Africa and the Middle East. She started her career as a strategy consultant with McKinsey and Co. in New York.She serves as an independent non-executive director on several leading boards including Tata Power, Bata, Kotak AMC, and Piramal Enterprises. She has previously chaired the India board of Women's World Banking, a leading global livelihood-promoting institution and on the Managing Committee of the Indian Venture Capital Association.She has been elected as President designate, Bombay Chamber of Commerce and Industry, and serves on the CII National Committee on Corporate Governance. Anjali previously co-founded and chaired the FICCI Center for Corporate Governance program for Women on Corporate Boards. She is a member of the Young Presidents' Organization and charter member of TiE.In this episode, we will cover:1. Looking back at India's most recent boom cycle i.e. 2020-present (2:50)2. Skeptical about this period or a believer of the potential? (7:50)3. Evolution of Anjali's career (11:55)4. The role of empathy and insecurity in professional life (16:56)5. What is Anjali's purpose behind investing (23:21)6. Why venture and how do you measure the impact of your own in venture beyond capital returns (28:57)7. The India opportunity (37:54)8. How does Avaana think about the evolving venture landscape and where to place their bets (42:25)9. Anjali's journey as an LP (47:01)10. Advice for fund managers (53:18)11. Advice for founders (56:18)
Top headlines · Sensex falls 554 points, Nifty below 18,150 amid weak global cues · Prestige Estates surges 8% to hit life-time high on strong Q3 sales · AGS Transact Technologies IPO to open on Wednesday and close on January 21 · Delhivery gets SEBI's approval for Rs 7,460-crore IPO Equity markets turned sharply lower in the fag-end of Tuesday's session as global cues became bearish. The 10-year US Treasury yield jumped to its highest in two years, topping 1.83 per cent. In the commodity market, international benchmark Brent crude futures rose 1.6% to $87.89 a barrel, and in the US, futures tied to Dow Jones, S&P 500 and Nasdaq 100 indices slipped 0.8 to 2%. Back home, the BSE Sensex shed 554 points, or 0.9 per cent, to close at 60,755. The NSE Nifty50 ended at 18,113, down 195 points or 1 per cent. During the day, the indices hit intra-day lows of 60,662 and 18,086, respectively. Only 7 Sensex constituents – Axis Bank, HDFC Bank, ICICI Bank, Dr Reddy's Labs, Kotak Bank, Titan Company, and Nestle India – managed to end in the green. Losses, on the other hand, were led by Maruti Suzuki, Ultratech Cement, Tech Mahindra, HCL Tech, Tata Steel, and IndusInd Bank. The volatility index was up 6% at 17.78, indicating jitters among investors. Sectorally, all Nifty indices ended significantly lower, with highest losses in realty, auto, and metals. The three indices closed over 2% down. All others were over 1% lower, barring banks and financials which ended marginally down. Among individual stocks, shares of Prestige Estates Projects hit a record high, rallying 8% on the BSE after the real estate company said it registered its highest ever quarterly sales in the December quarter at Rs 4,267 crore, up 111% year-on-year. The stock closed 2.5% up. On Wednesday, auto majors Bajaj Auto and Ceat are likely to be in focus along with Sterlite Tech as these companies will announce their Q3 results. Further, the first IPO of calendar year 2022 will open for subscription tomorrow. Cash management services provider AGS Transact Technologies' offer will open on Wednesday and close on January 21. The price band for the issue has been fixed at Rs 166-175 per share. The company plans to raise Rs 680 crore through the issue, which is entirely an offer for sale. Lastly, e-commerce logistics firm Delhivery has received the approval of the Securitries and Exchange Board of India to raise Rs 7,460 crore through an initial public offering. The IPO comprises a fresh issue of shares worth Rs 5,000 crore and an offer for sale of Rs 2,460 crore by existing shareholders. Through the offer-for-sale, investors Carlyle Group, SoftBank and Delhivery's co-founders will divest parts of their shareholding.
The phrase “using data to tell stories” is so commonly used nowadays that it runs the risk of becoming a cliche, if it hasn't become one already. This episode's guest flips this logic around - instead of using data to tell stories, he uses stories to teach data science! Arvind Venkatadri is a faculty member at Srishti Manipal School of Art, Design and Technology. His research/teaching interests include TRIZ, Computation in R, Design using Open Source Electronics Hardware, and Complexity Science. He is part of the School of Foundation Studies at SMI. This is a very wide ranging conversation. We talk about, among other things, The Three Musketeers, Lawrence of Arabia and Legally Blonde. We talk about how Arvind leverages all of these to teach his students data science and logic and game theory. At a time when the field of data science is rife with “pile stirring”, where a large section of practitioners treat it as an extension of software engineering, Arvind's approach, centred on stories and the human experience, is really refreshing. His approach also gives a pointer on how to widen the base in terms of attracting people into data science. I must apologise for one thing - this conversation was recorded during Deepavali in November 2021, so you can occasionally hear the sound of firecrackers in the background. I really hope you can get past that and listen to Arvind's stories. Show Notes 00:03:00: Arvind's journey into teaching Data Science in an art school 00:05:45: Teaching data science to art students 00:15:45: Teaching statistics through art and stories. Wassily Kandinsky 00:23:00: Teaching coding through art 00:31:00: Shapes and colours and emotions 00:44:00: Lawrence of Arabia (can't say more here in the description!) 00:50:00: Data science and the human experience Links: Arvind's homepage Arvind on Twitter Arvind's course on R for artists and designers An intro to Wassily Kandinsky's work Data Chatter is a podcast on all things data. It is a series of conversations with experts and industry leaders in data, and each week we aim to unpack a different compartment of the "data suitcase". The podcast is hosted by Karthik Shashidhar. He is a blogger, newspaper columnist, book author and a former data and strategy consultant. Karthik currently heads Analytics and Business Intelligence for Delhivery, one of India's largest logistics companies. You can follow him on twitter at @karthiks, and read his blog at noenthuda.com
There is a conception, or misconception, that journalists are not good at maths. It is rather common to see newspaper headlines and graphics that make basic mathematical and logical errors. On the other hand, in the last decade or so, we have seen a massive rise in “data journalism”. With more and more data being available, journalists are able to write stories exclusively based on data. How do these two square off? To answer this, we have Sukumar Ranganathan, editor in chief of the Hindustan Times. He was previously editor of Mint, of which he was one of the founding editors. It was while he was at Mint that he gave a big push to the then nascent field of “data journalism”, inviting writers such as HowIndiaLives, Rukmini S and myself to write data-backed pieces for Mint. He has previously worked in editorial leadership roles at The Hindu Businessline and Business Today. Sukumar has degrees in chemical engineering, maths, and business administration, and is interested in mathematics, science and technology, the history of business, new media, and data-based political journalism. He reads and collects comic books and is an amateur birder. He tweets under the ID @HT_ed Show Notes: 00:03:15: Are journalists really bad at maths? 00:16:30: Impact of bad data on public policy, and information theory 00:21:00: How data in journalism has changed in the last 20-25 years 00:23:00: The data journalism story 00:31:15: Judging a data story 00:45:30: Advice to budding data journalists Data Chatter is a podcast on all things data. It is a series of conversations with experts and industry leaders in data, and each week we aim to unpack a different compartment of the "data suitcase". The podcast is hosted by Karthik Shashidhar. He is a blogger, newspaper columnist, book author and a former data and strategy consultant. Karthik currently heads Analytics and Business Intelligence for Delhivery, one of India's largest logistics companies. You can follow him on twitter at @karthiks, and read his blog at noenthuda.com
With so many Indian startups achieving unicorn status in 2021, the situation begs an answer to the question: # Is this growth sustainable or are we in a bubble?# What does this mean for foreign and Indian investors? #What does this mean for the next decade of VC and Startups? To understand this better, in today's episode, we've brought Anjali Bansal, founder of Avaana Capital, that invests in innovation-led start-ups creating sustainability and impact at scale while delivering outsized returns. Previously, Anjali has been Global Partner and MD with TPG Growth PE and a strategy consultant with McKinsey and Co. in New York. She's also the former non-executive Chairperson of Dena Bank, where she successfully led the resolution of the stressed bank.She has invested in and regularly mentors various successful start-ups including Delhivery, Nykaa, Alpha Vector, Lenskart, Urban Company, Darwinbox, Coverfox and FarMart.She is closely associated with NITI Aayog's Women Entrepreneurship Platform and Digital Solutions and is on the Expert Advisory Committee for the Start Up India Seed Fund Scheme. She has been appointed as President, Bombay Chamber of Commerce and Industry, and serves as an independent director on several leading boards including Tata Power, Kotak AMC, and Piramal Enterprises.During the episode, Anjali talks about the volatility in the Indian startup ecosystem, the opportunities for entrepreneurs and investors; she also shares learnings from her portfolio and much more.Notes - 00:40 - Intro and background02:55 - Working at ISRO and early career04:59 - Ideology behind Avaana Capital08:22 - Is the Indian startup ecosystem in a bubble?17:21 - Common patterns and learnings from the winners20:50 - Mistake: Investing in the idea and not the team22:44 - Ability to move quickly as a fund34:49 - Learnings from early-career at Mckinsey36:29 - Potential in Indian startups41:01 - What all she prefers to read on a daily basis
There are two dominant programming languages used for data science nowadays - R and Python, each having its own set of loyal users. Both have their own strengths and weaknesses. In this episode, we look at what each langauge is good and bad at, what kind of people are more likely to use each, and how being able to program in both and switch seamlessly can indeed be a superpower. Today's guest is Abdul Majed Raja RS, a Data Scientist at Atlassian. Abdul Majed likes to call himself an Analytics Consultant with over a decade of experience helping organisations solve their business problems. He's also a Content Creator trying to help newcomers navigate the Data Science space easily and learn continuously. You can find him on Twitter and on Youtube at 1littlecoder. Show Notes: 00:03:00: How Abdul got into analytics 00:05:30: MS Excel in data science 00:07:45: When to use R and when to use Python 00:17:00: What data scientists can learn from software engineers 00:24:30: Graphics and visualisations in R and Python 00:26:45: Machine learning in R and Python 00:29:15: Why the Indian market in Data Science leans towards Python 00:34:45: Working with databases 00:37:30: Building dashboards in R and Python 00:47:00: Working with R *and* Python at the same time 00:51:30: What about Excel and Julia? Links I don't like Notebooks - Joel Grus - Interface between R and Python - reticulate. Julia Silge Youtube Channel for latest Tidymodels tutorials Advantages of Using R Notebooks For Data Analysis Instead of Jupyter Notebooks - Max Woolf Data Chatter is a podcast on all things data. It is a series of conversations with experts and industry leaders in data, and each week we aim to unpack a different compartment of the "data suitcase". The podcast is hosted by Karthik Shashidhar. He is a blogger, newspaper columnist, book author and a former data and strategy consultant. Karthik currently heads Analytics and Business Intelligence for Delhivery, one of India's largest logistics companies. You can follow him on twitter at @karthiks, and read his blog at noenthuda.com
Over the last decade, we have seen tremendous advances in big data, data science, artificial intelligence and machine learning. Every compnay wants to be a tech-first comapny now, and wants to “do data science". Companies can probably double their valuation by just adding a “.ai" to their names. Companies that actually use artificial intelligence and machine learning maybe have an even higher premium on their valuations. However, is Data Science worth the hype? Is AI going to take over the world? And why is data science being eaten by computer science? What happned to classical analytics, operations resarch and statistics? This week's guest is someone who did data science even before the phrase had b een invented. Amaresh Tripathy is SVP and Analytics Business Leader at Genpact. Till recently he was a Partner with PWC, leading the firm's Data & Analytics Consulting, and helped build a $500mm business. Previously, Amaresh founded and co-led the Information and Analytics Practice for Diamond Management & Technology Consultants, and also serves as Adjunct Professor of Data Science and Business Analytics at the University of North Carolina, Charlotte. Amaresh has helped Fortune 500 companies in multiple industries (healthcare, retail & consumer, communications) to help define and implement their analytics and AI strategies and institutionalize data enabled decision making. He has led organizations to help embed analytics in their front, middle and back office functions and manage the change process. Show Notes: 00:03:00: Definitions - data science, artificial intelligence, machine learning, etc. 00:04:15: The rise of computer science and machine learning 00:10:15: The probelm with Kaggle, and the “race for accuracy” 00:11:30: How to scale analytics without doing bad data analysis 00:18:00: How selling data science has changed over the last decade 00:23:00: The interaction between business and Data Science 00:26:30: “Creating bilinguals at scale” 00:30:30: Machine learning trying to eat data science 00:39:00: Comparing data science practices across countries Links: Thomas Davenport and DJ Patil on Data Science as the “sexiest job of the 21st century” (2012 article) Hal Varian on statistics as a “sexy job” Data Chatter is a podcast on all things data. It is a series of conversations with experts and industry leaders in data, and each week we aim to unpack a different compartment of the "data suitcase". The podcast is hosted by Karthik Shashidhar. He is a blogger, newspaper columnist, book author and a former data and strategy consultant. Karthik currently heads Analytics and Business Intelligence for Delhivery, one of India's largest logistics companies. You can follow him on twitter at @karthiks, and read his blog at noenthuda.com/blog
ਨਵੇਂ ਨਿਯਮ ਟਰੱਕ ਸਕੂਲਾਂ ਲਈ 7 ਫਰਵਰੀ, 2022 ਨੂੰ ਰਜਿਸਟਰ ਕਰਨ ਲਈ ਅੰਤਮ ਤਾਰੀਖ100 million invested in Indian logistics firm Delhivery by FedEx.UBER Freight enters into the LTL Less-Than-Truckload market.ELDT (Entry Level Driver Training) starting to take effect Feb 7, 2022#punjabitruckingReach Flatrate Dispatching Services at 559-710-1212Reach NAPTA at 877-622-1313Punjabi Trucking 360 can be reached at 559-701-8000 or info@ramandhillonshow.com for advertisement and show inquiries.
Delhivery, India's largest independent e-commerce logistics startup, has raised $277 million in what is expected to be the final funding round before the firm files for an IPO later this year. In a regulatory filing, the Gurgaon-headquartered startup disclosed it had raised $277 million in a round led by Boston-headquartered investment firm Fidelity. Singapore's sovereign […]
From investing all his savings in Sahil Barua's Delhivery in 2011 to becoming an angel investor in 130 Indian startups, the story of Abhishek Goyal, Co-founder, Tracxn is worth listening for everyone in the ecosystem. Being an Ex-Yahoo & Amazon employee, Abhishek stepped into the startup investing ecosystem with Accel Partners in 2008.Traxcn aims to become the largest platform tracking Innovative Startups, Private Companies & Emerging Sectors globally. They track millions of companies, to enable Investors & global corporates to track sectors of their interest effortlessly.During the podcast, Abhishek talks about how to identify founders who'll make category-creating startups, important signals to predict a brand's success, starting as an Angel investor in the ecosystem.Notes - 03:06 - Background with Yahoo & Amazon, joining Accel Partners09:58 - The story behind Accel's investment in Flipkart16:33 - Identifying patterns and traits in successful founders18:09 - Unlearning your existing beliefs as an investor22:01 - Explaining Unicorn startups and the general notion of ownership amongst investors29:47 - Importance of customer signals at an early stage31:28 - “Capital doesn't follow fundamentals, fundamentals follow the capital.”36:10 - “10 years later we as Indians won't be celebrating Unicorns.”37:44 - Sectors he's bullish for this decade: SaaS, EdTech, and Banking among others46:42 - Preventing forced exits being an Angel investor49:36 - Advice to first-time investors in Startups55:01 - Reading and keeping himself updated with Startup news