The BS Morning Show

The BS Morning Show


Latest Episodes

TMS Ep607: C-level attrition, Interim Budget, banks' Q3 results and more
January 15, 2024

A number of C-level executives switched sides and joined rival organisations in 2023. While the move possibly put their career on a higher growth trajectory, it left some void in their previous organisations. And with talent in such a short supply, compan

TMS Ep606: NRI homes, coffee culture, Vodafone Idea, maritime corridor
January 12, 2024

Despite a high interest rate regime, Indias real estate sector continued to expand at a fast clip in 2023. A growth which was primarily driven by home buyers. While sales of budget homes jumped, luxury apartments sold like hot cakes -- with many disappea

TMS Ep605: Pilot fatigue, PV inventory, real estate stocks, stock split
January 11, 2024

Indian aviation sector not just shrugged-off the pandemic blues, but it also broke all the previous records in 2023. The countrys domestic air passenger traffic soared past 150 million last year-- despite the grounding of a big carrier in May. But it als

TMS Ep604: Lakshadweep tourism, AI City, markets, Sheikh Hasina
January 10, 2024

Maldives new government has sacked its three ministers. And it is trying hard to douse flames erupted due to their comments against Indian Prime Minister Narendra Modi. Their controversial remarks had come in response to PM Modis posts in which he was p

TMS Ep603: Antimicrobial resistance, leopards, Q3 results, cyber kidnapping
January 09, 2024

Antibiotics are given to neutralize harmful bacteria, and to halt their reproduction. But their overuse is fast turning into some sort of epidemic. It is turning these germs into 'super bugs' - which are antibiotic resistant. And India has one of the high

TMS Ep602: IT talent, Interim Budget 2024, Q3 results, truckers' strike
January 07, 2024

Tech companies reportedly fired over 220,000 employees in 2023. It was a jump of 40% from the previous year. And a record too. But take this contrast. Demand for tech talent still outstrips supply. So why is it so? Does India IT have a talent management p

TMS Ep601: Reliance's GenAI, global trade in 2024, markets, Congress's NYAY
January 05, 2024

There is absolutely no room for complacency in Reliance, its chairman Mukesh Ambani told his employees last week. The statement, in a way, explained why the conglomerate is going big on adoption of Artificial Intelligence now. The company is also making a

TMS Ep600: PV growth, climate change authority, markets, Muhammad Yunus
January 04, 2024

Car showrooms were never so busy and bustling with curious buyers. A record four million passenger vehicles rolled out of these swanky outlets in 2023-- notwithstanding an average 10% jump in car prices. But will this feverish demand continue this year? O

TMS Ep599: Apple in 2024, Indian FDI in Dubai, LargeCap MFs, EAEU
January 03, 2024

2023 made a dent in Apples global business. The company not just ceded the top spot to its rival Samsung, but also posted its fourth straight quarter of revenue decline on a yearly basis. It was the longest slump for the US firm in two decades. And not j

TMS Ep598: Deal reversals in IT, Indian OTT, India VIX, XPoSat
January 01, 2024

Mirroring global trend, the Indian IT industry showed muted growth in 2023. The slowdown -- that set in somewhere in the midst of 2022 -- continues to haunt the sector. Offshores deals are being called off, and hiring has shrunk for the first time in the