The BS Morning Show

The services of Facebook, WhatsApp and Instagram were disrupted for at least 6 hours on the night of October 4th India time. This was because of the collapse of Facebook's global system. And this had an impact on millions of people, if not billions. How are businesses, particularly in India, affected by such events? And what can regulators do about them?  === After a 7% economic contraction in 2020-21 financial year, India is eyeing over 9% growth in FY22...

The RBI recently superseded the boards of Srei Infrastructure Finance and Srei Equipment Finance. These firms will now be taken up for insolvency proceedings. While the situation is still developing, we delve into the background of the family behind the business and how the crisis unfolded. === Market regulator Sebi has approved guidelines for setting up of spot gold exchanges. The move will help bring a transparent price-discovery mechanism, besides creating liquidity for retail investors...

The Q2 earnings season of FY22 is kicking off this week, with IT bellwether TCS slated to post its results on Friday. Overall, expectations are that the earnings momentum of the last few quarters will continue in the September quarter as well. But analysts warn that any disappointment on the earnings trajectory might roil the markets. In this segment, we take a look at what to expect from India Inc in Q2 of FY22, the sectors that can shine, and how investors can play the earnings season...

We often hear of a growing trend in India Inc that could bode well for shareholders going forward but presents a set of unique challenges for companies involved. Yes, we are talking about shareholder activism, many instances of which we have seen lately at several top companies. So, why is India Inc seeing a surge in shareholder activism? *** Facebook, along with WhatsApp and Instagram, now has a user base of about 400 million in India. Now how does it plan to tap the next 800 million...

The Reserve bank of India's latest rules on auto-debit transactions come into force from today. What will change for the consumers? Will their recurring payment mandates fail?  *** One of the world’s largest institutional investors has locked horns with RIL over its appointment of the Saudi Aramco chairman as an independent director. Do they have a real case, legally speaking? *** The equity markets have put up a strong showing in H1 of FY22...

Oil prices have climbed steadily in the past few weeks, with Brent crude crossing the $80-a-barrel mark recently for the first time in three years. Research houses like Goldman Sachs expect the Brent to hit the $90-a-barrel mark by the end of this calendar year...

Has life come full circle for the Nanda family of Escorts? Existing investor Kubota Corporation is said to be in talks to become a controlling shareholder of the tractor manufacturer. What does it stand to gain? And what will this means for the Nanda family? Punit Goenka, chief executive of Zee Entertainment Enterprises, keeps his smile – both in good times and bad...

Market regulator Sebi is holding a crucial meeting of its board today. Among the most important topics on its agenda are measures to allow private equity firms to acquire or set up their own asset management companies. In a move that could give the founders of new-age companies more flexibility to raise capital before going public, the regulator is expected to ease the framework governing superior voting rights...

There seems to be a difference of opinion within the government on the proposed e-commerce rules. The finance ministry, the ministry of corporate affairs, and NITI Aayog have all raised objections to certain clauses in the new draft eCommerce rules, especially those related to associated entities being listed as sellers on e-commerce platforms, and the potential abuse of dominant position by companies...

The 70-year relationship between the Tata group and the Shapoorji-Pallonji group has gone from sweet to sour in the past few years. The latter has already expressed its intent to exit the former and liquidate its 18.4 per cent stake. Its efforts to do so did not succeed last year. Will it work out this time around? Some of the recent developments can potentially alter the strategic picture of the Indo-Pacific region...