The Hindu Businessline's on the beat podcast copertina

The Hindu Businessline's on the beat podcast

The Hindu Businessline's on the beat podcast

Di: The Hindu businessline
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A proposito di questo titolo

 On the Beat is your front-row seat to the pulse of India’s business world — where headlines meet real-world impact. Each episode unpacks key trends, rising industries, and the stories driving today’s economic shifts. From boardroom strategies to market shake-ups, Businessline's top reporters' bring you sharp insights and fresh voices — featuring founders, analysts, insiders, and the minds shaping the markets. Tune in and get in sync with what’s making (and breaking) the news cycle across India.Copyright© 2025, THG PUBLISHING PVT LTD. or its affiliated companies. All rights reserved. Economia
Episodi
  • Indian equity markets in 2026: What lies ahead?

    Indian equity markets in 2026: What lies ahead?
    Dec 29 2025
    In this episode of businessline podcast, host Anupama Ghosh speaks with Pranav Haridasan, MD & CEO of Axis Securities, about where Indian equities stand as 2026 approaches. After record highs and a cooling phase across indices, the market now feels like a crossroads. They break down what recent corrections in mid- and small-caps indicate, whether valuations have reset to a healthier range, and how earnings visibility is shaping expectations for the year ahead. The conversation covers the RBI’s rate cuts, the rebound in credit demand, and what this could mean for financials. Haridasan explains why large-caps may lead the early leg of the recovery, before confidence filters into mid- and small-cap names. He also highlights where value may emerge: defence, manufacturing, Make in India plays, and parts of consumption that could benefit from policy support and improving sentiment. The podcast also looks at the IPO landscape. If FPIs are selling in the secondary market, why are they still buying new listings? The answer, he says, lies in pricing discipline, better valuation ranges, and the structural growth stories behind some upcoming offers. Whether 2026 becomes a blockbuster IPO year or a selective one will depend on how the calendar is spaced and how global conditions evolve. Listen in to the podcast to know more!
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    18 min
  • Samvat 2082 Outlook: BFSI, hospitals, travel in focus, says Kotak's Chouhan

    Samvat 2082 Outlook: BFSI, hospitals, travel in focus, says Kotak's Chouhan
    Oct 18 2025
    In this episode of the businessline's On the beat, Anupama Ghosh speaks to Shrikant Chouhan, Head of Equity Research at Kotak Securities, who shares his views on the market outlook, earnings trends, sectoral opportunities, and the FII flow trajectory as India steps into a year of policy tailwinds and potential growth revival. From why BFSI and hospital stocks could lead the rally to how investors should position portfolios for growth and recovery — this episode offers a crisp, data-backed view on navigating the year ahead.
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    11 min
  • With 250 GWh battery requirements by 2030 and a current capacity of 50 GWh – can India bridge the EV power gap?

    With 250 GWh battery requirements by 2030 and a current capacity of 50 GWh – can India bridge the EV power gap?
    Aug 29 2025
    In the latest episode of businessline’s On the beat, host Rishi Ranjan Kala speaks with Rohit Chaturvedi, Partner – Transport and Logistics, Government, Infrastructure and Development Sector Advisory Services at Forvis Mazars, India. As geopolitical disruptions and tariff wars redraw the global trade map, Chaturvedi explores the strategic and economic implications of India’s efforts to decarbonise its transport sector, primarily through electric vehicles, and how these global shifts could reshape supply chains, domestic manufacturing, and India’s place in the global clean energy transition. (Host: Rishi Ranjan Kala, Producer: Shakthi H)
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    30 min
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