BusinessLine Podcasts

Union Finance Minister Nirmala Sitharaman emphasized the need for large, world-class banks in India, highlighting the government’s plan to engage with the RBI and banks to achieve this goal. This aligns with the Modi government’s vision of transforming India into a developed nation by 2047. Read more Ola Electric faces technology leak allegations South Korea’s LG Energy Solution has accused Ola Electric of leaking “national core technology” in battery manufacturing. A former LG researcher allegedly transferred pouch-type lithium-ion battery production know-how to Ola Electric, though he claimed he was unaware of its confidential nature. Tiruppur exporters lose ₹12,000 crore orders due to US tariff Tamil Nadu’s Tiruppur textile exporters have lost ₹12,000 crore in export orders following new US tariffs from August 27. While production has fallen by 30%, there have been no closures or job losses yet. The real impact is expected in 2026 if tariffs persist. ED summons Anil Ambani in RCom bank fraud case The Enforcement Directorate has issued fresh summons for Reliance Group chairman Anil Ambani on November 14 in connection with a ₹2,929-crore bank fraud and money laundering probe involving Reliance Communications and SBI. Ambani had previously been questioned in August. Kharif prices crash: Most crops sold below MSP in October Market data shows that nearly all major kharif crops in October sold below minimum support prices, except for paddy and jowar. Limited state intervention means most farmers have not benefited from MSP this season.

The Centre on Wednesday has released India AI Governance Guidelines with the goal of harnessing the transformative potential of artificial intelligence (AI) for inclusive development and global competitiveness, while addressing the risks it may pose to individuals and society. However, the government has maintained that it is not a legislation and it would not introduce any regulation, but added that existing regulations can be applied to address many of the risks. For instance, existing laws like information technology, data protection, consumer protection and statutory civil and criminal codes, etc, can be used to govern AI applications, reports S Ronendra Singh. IBM to cut thousands of jobs as focus shifts to AI, cloud software IBM on Tuesday announced layoffs affecting a low single-digit percentage of its global workforce, potentially impacting thousands. Sources told businessline that India is likely to be among the regions impacted. The country accounts for an estimated 30–35% of IBM’s global workforce of over 270,000, making it one of the company’s largest employee bases, reports Sanjana B. Bihar Election Phase 1: NDA-Mahagathbandhan duel plays on caste and welfarism A bipolar contest between the ruling National Democratic Alliance (NDA) and the opposing Mahagathbandhan has eclipsed prospects of the third hopeful — debutant Prashant Kishor’s Jan Suraaj Party (JSP) — as Bihar prepares to vote in the first phase of polling in 121 constituencies spread across 18 districts on Thursday. The fate of Deputy Chief Ministers Samrat Choudhary and Vijay Kumar Sinha as well as Mahagathbandhan leader and chief ministerial candidate Tejashwi Yadav will be sealed in the first phase, reports Poornima Joshi. Russian crude oil flows uninterrupted to India, for now Russian crude oil imports by India were largely stable in October 2025, with cargoes growing almost 2.53 per cent M-o-M to around 1.62 million barrels per day (mb/d), as refiners maintained the momentum in line with rising domestic demand. In September, the Russian crude oil imports were at 1.58 mb/d, according to global real time data and analytics firm Kpler. The sustained flows from Moscow are also aiding Indian refiners in monetising the limited window of opportunity to sell diesel to the European Union (EU) before its January 21, 2026 deadline under latest sanctions comes into effect, writes Rishi Ranjan Kala. Relief for banks, homebuyers: ED–IBBI pact allows return of attached assets under PMLA In a major relief for banks and home buyers, assets of bankrupt companies and their promoters attached by the Enforcement Directorate (ED) under the Prevention of Money Laundering Act (PMLA) can now be restored to affected creditors, following the finalisation of a new standard operating procedure (SOP) jointly framed by the ED and the Insolvency and Bankruptcy Board of India (IBBI). That’s a wrap for today’s news. Check out the hindu businessline’s website. Thank you for joining us. stay informed and stay ahead

In today’s episode DGCA looks at major ticket refund changes Air passengers may soon cancel or amend tickets without extra charges within 48 hours of booking, as the aviation watchdog proposes significant new refund norms. Airlines will also bear the onus of refunds for tickets booked through agents or portals. SBI Q2 net profit rises 10% State Bank of India reports a ₹20,160 crore profit for Q2, led by a one-time gain of ₹4,593 crore from its sale of a 13.18% stake in Yes Bank to Sumitomo Mitsui Banking Corp. Adani Enterprises’ profit jumps 84% Adani Enterprises posts a strong ₹3,198 crore profit for Q2 FY26, boosted by a one-time gain of ₹3,583 crore. The company also plans to raise ₹25,000 crore through a rights issue. The gamechanger in Bihar polls The ongoing disbursement of ₹10,000 to women under the Mukhyamantri Mahila Rojgar Yojana may prove decisive in the Bihar elections. The scheme promises ₹2 lakh for women entrepreneurs and has already reached 1.5 crore beneficiaries. ChatGPT Go rolls out in India OpenAI launches ChatGPT Go which is now offering one-year free access to users during a limited-time promotional period, with enhanced features like image generation and file uploads. That’s a wrap for today’s news. Check out the hindu businessline’s website. Thank you for joining us. stay informed and stay ahead

Tune into your Tuesday morning market catch-up In today’s episode Vodafone Idea gets a lifeline:
The Supreme Court has allowed the government to consider full relief on Vodafone Idea’s adjusted gross revenue dues — a major breather for the debt-laden telecom giant. Shares jumped nearly 10% after the news, as investors welcomed what could be a turning point for the struggling carrier. India rebalances its oil basket:
India’s crude oil imports from Russia plunged nearly 29% in September after the U.S. imposed a new 25% tariff on Russian barrels. To offset the drop, India ramped up sourcing from Nigeria, Angola, and Türkiye — signaling a strategic diversification in its energy imports. ‘Jungle Raj’ returns to Bihar’s politics:
As Bihar heads to the polls on November 6, familiar shadows from its violent political past are back. Candidates with criminal records — including one campaigning from jail — dominate headlines, reviving memories of the state’s turbulent 1990s, writes Poornima Joshi. A historic win for India’s women in blue:
Under Amol Muzumdar’s guidance, India clinched its first-ever ICC Women’s ODI World Cup. For Muzumdar — once dubbed the “eternal next man in” — it’s redemption after decades of being overlooked. Now, the big question: will this triumph finally revolutionize women’s cricket in India?, writes Radheshyam Jadhav. That’s a wrap for today’s news. Check out the hindu businessline’s website. Thank you for joining us. stay informed and stay ahead

Tune into your Monday morning market catch-up Money, metals & the digital divide 🎧 On today’s episode: Lenskart’s ₹7,300-crore IPO hits the market amid soaring valuations and investor caution. Foreign investors pull out of the secondary market but pour billions into new IPOs. India’s steelmakers push back against surging imports from China, and at the WTO, India urges nations to bridge the digital divide for fairer e-commerce.

🎧 Friday Brief: US ends automatic work-permit extensions, Swiggy posts Q2 loss as Instamart booms, Trump-Xi trade talks ease tensions, Vodafone Idea shares tumble on AGR ruling. Fast, focused business news in under 5 mins. Get today’s top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

🎧 This Thursday on The Morning Report, we cover US–India trade talks moving closer to a deal despite Russian oil and tariff issues, Mehli Mistry weighing legal action after his ouster from Tata Trusts, Cognizant beating Q3 revenue guidance amid a profit dip, and Nvidia’s $1 billion investment in Nokia to drive 5G and 6G networks. Stay sharp with The Morning Report — fast, focused business news in under 5 minutes. Get today’s top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

🎧 Midweek on The Morning Report, we cover Tata Trusts’ board shake-up as Mehli Mistry’s reappointment is blocked, IOC’s stance on Russian crude amid sanctions, Amazon’s big layoffs in India, and MCX bouncing back after a four-hour trading outage. Stay sharp with The Morning Report — fast, focused business news in under 5 minutes. Get today’s top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

🎧 This Tuesday on The Morning Report, we break down the Supreme Court’s big relief for Vodafone Idea, the Centre’s ₹5,532 crore push for electronics manufacturing, SEBI’s nod to five major IPOs, and Cyclone Montha’s approach toward Andhra Pradesh. Stay sharp with The Morning Report — fast, focused business news in under 5 minutes. Get today’s top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

🎧 Start your Monday informed: From electric tractors transforming Indian farms to CESL’s 10,900 e-bus rollout, SEBI’s last window for old paper shares, and Kotak’s Equity Savings Fund insights - Here's everything you need to start the week informed.

Welcome to The morning report brought to you by Renil S Varghese — your quick dive into the top stories shaping the business world today. Fast, insightful, and to the point. Check out the top news for the day.

Welcome to The morning report brought to you by Renil S Varghese — your quick dive into the top stories shaping the business world today. Fast, insightful, and to the point. Check out the top news for the day.

Welcome to The morning report brought to you by Renil S Varghese — your quick dive into the top stories shaping the business world today. Fast, insightful, and to the point. Check out the top news for the day.

Welcome to The morning report brought to you by Renil S Varghese — your quick dive into the top stories shaping the business world today. Fast, insightful, and to the point. Check out the top news for the day.

This Diwali, brighten your Monday morning with The Morning Report — your fast update on slowing China growth, global inflation pressures, cautious Indian markets, and promising signs of easing inflation. Despite global uncertainties, India’s markets hold steady with strong domestic support and positive momentum heading into the festival season. Stay informed and celebrate with confidence as we bring you the top business stories shaping your day!

Hit the ground running this Friday with the week’s biggest business updates! Consumer durables see blockbuster Diwali – Sales surge 40–45% post-GST cuts, led by premium TVs, ACs, and appliances; brands like Haier, Godrej, LG, Samsung report strong festive growth, with retailers expecting 15–20% higher sales. Trump claims Modi assured India will stop buying Russian oil – The US President called it a “big stop” amid efforts to curb Russia’s war funding; India says energy imports are guided by consumer interests and supply stability, with ongoing US-India cooperation. Rupee gains 25 paise to 87.82 – Buoyed by RBI intervention, softer crude, and optimism over US-India trade talks, the rupee hits a nearly one-month high, recovering most of last month’s losses. Ashok Leyland wins ₹669-crore TN bus order – The company will supply 1,937 BS VI diesel buses, including low-floor and semi-low-floor models, strengthening its presence in Tamil Nadu’s public transport; shares close up 1.95% at ₹137.60. Wipro Q2 revenue and profit see muted growth – Revenue rises 2% to ₹22,697 crore, net profit up 1.15% to ₹3,246 crore; BFSI and healthcare drive growth, large deal bookings surge 90.5%, and margins remain steady at 17%.

Hit the ground running this Thursday with the week’s biggest business updates! Hyundai India to invest ₹45,000 crore – The company will launch 26 new models, including EVs, hybrids, MPVs, and SUVs, aiming for a 15% passenger vehicle market share; Genesis luxury brand debuts in 2027, with Tarun Garg as MD & CEO from 2026. Axis Bank Q2 profit falls 26% – Higher provisions for bad loans, especially in unsecured segments, weigh on earnings; net interest income rises slightly, gross NPA improves to 1.46%, and shares close 0.6% lower. Tata Trusts rejects Tata Sons listing – Citing concerns over voting rights, the Trusts oppose the listing while remaining open to an orderly exit for the Shapoorji Pallonji Group, which holds 18.4% and faces ₹52,000 crore debt. Coinbase invests in CoinDCX – The deal values the Indian crypto exchange at $2.45 billion, supporting product innovation, user growth, MENA expansion, and educational initiatives to strengthen compliant crypto adoption. Rupee recovers 75 paise to 88.06 – Supported by a weak dollar, falling crude, domestic market gains, and likely RBI intervention; Sensex jumps 575 points, Nifty rises 178 points, with a $32.1 billion September trade deficit.

Hit the ground running this Wednesday with the week’s biggest business updates! Infosys wins $1.6B UK NHS deal – The company will develop a workforce management solution over 15 years and reports Q2 results on Thursday. Google invests $15B in Vizag AI hub – The hub will build AI tools, digital infrastructure, and upskill youth, with Bharti Airtel partnership enhancing India’s AI ecosystem. LG Electronics India IPO soars 48% – Shares close at ₹1,689, making it India’s most subscribed IPO; analysts suggest partial profit booking and long-term holding. WHO alerts on contaminated cough syrups – Three Indian oral medicines linked to 20+ child deaths in MP and Rajasthan; CDSCO halts production and recalls affected batches. Silver hits record near $53 – London short squeeze and rising demand drive prices, while tight supply and tariff concerns fuel volatility; gold and other precious metals also climb.

Hit the ground running this Tuesday with the week’s biggest business updates! Silver hits record high: Silver reached $51.25/oz, up 73% this year, surpassing gold’s 53% gain, driven by ETP inflows, retail demand, and speculation, though caution is advised as resistance levels approach. Retail inflation slows: India’s retail inflation fell to an eight-year low of 1.54% in September, with food prices driving the drop; economists expect continued softness and a possible RBI rate cut in December. Zoho and homegrown tech: Zoho co-founder Sridhar Vembu emphasized the importance of Made-in-India digital technologies, infrastructure upgrades, fair competition, and regulating protocols without banning Western alternatives. Religare’s reverse merger: REL plans to absorb its unlisted insurance arm, Care Health, via a preferential share issue, folding in ₹15,000 crore of value while avoiding IPO hurdles, following the company’s governance restructuring. Foxconn expansion in Tamil Nadu: Foxconn will invest an additional ₹15,000 crore and create 14,000 jobs, supported by a new dedicated Foxconn Desk, reinforcing Tamil Nadu as a global hub for electronics, advanced manufacturing, and AI-led tech. Stay informed with sharp insights on metals, aviation, markets, and global trade to start your week ahead.

Hit the ground running this Monday with the week’s biggest business updates! Silver hits $51.25, marking a rare third-time rally — but could a sharp fall follow? IndiGo faces ₹40 lakh in penalties for training lapses on critical flight simulators. Markets remain strong, with Nifty, Sensex, and Bank Nifty testing key resistance levels. And China’s new battery export curbs tighten pressure on US energy and tech firms. Stay informed with sharp insights on metals, aviation, markets, and global trade to start your week ahead.