Moneycontrol Podcast

In today’s Tech3 from Moneycontrol, we unpack Swiggy Instamart’s record growth and CEO Sriharsha Majety’s outlook for quick commerce, as Urban Company’s IPO gets 103 times subscription on final day. We also break down Apple’s growing but still modest India supplier base and what it means for local manufacturing. Plus, a deep dive into TCS and C-DAC’s sovereign cloud partnership that could shape India’s digital future. And to wrap it up, some box office magic from Malayalam cinema.

Nifty looks set to wrap up the week on a strong note after seven straight sessions of gains, with GIFT Nifty signaling a firm start and global markets buoyed by rising expectations of a US Fed rate cut next week. In today’s episode we track all the big movers—Infosys after announcing its biggest-ever Rs 18,000-crore share buyback, SEBI board meet agenda, the August inflation print that may break a nine-month downtrend, and the government’s two-day PSU bank ‘Manthan’ meet where consolidation and AI adoption are on the agenda. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues. Tune in for all this and more in today’s Market Minutes — your morning podcast

In this edition we track India’s progress on trade deals with the European Union and the United States, Apple’s price hike over the years, and an 8-year trend of falling dependency on H1B visas for Indian IT companies. Also find, a Moneycontrol exclusive with Dabur CEO Mohit Malhotra. Also inside: Cyber audits for MSMEs, Bollywood’s fight against deepfakes and India’s first all-AI band, Trilok.

In today’s Tech3 from Moneycontrol: Indian IT services slash H-1B visa dependence by 56% in eight years even as US giants quietly lap them up. MSMEs brace for mandatory cyber audits under new CERT-In rules. ONDC extends incentives through September to keep sellers afloat as retail orders slide. Real-money gaming startup Zupee lays off 170 employees amid regulatory heat. And fintech NBFCs face shrinking profits but FY26 is filled with hope with GST cut tailwinds.

Indian markets are eyeing a 7th straight day of gains, with GIFT Nifty hinting at a positive open. Global cues are supportive – Asian markets are largely higher. US markets closed at record highs as Oracle soared 36%, marking its best single-day gain since 1992 adding $244 billion in market cap, on strong cloud growth outlook. Back home, watch out for Eicher Motors, Tata Motors, Torrent Pharma, RVNL and Bajaj Finserv in trade today. Also in our voice of the day segment, Aishvarya Dadheech of Fident Asset Management shares his thoughts on how to approach IT stocks. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues. Tune in for all this and more in today’s Market Minutes — your morning podcast

In this edition, we cover Sumitomo Mitsui’s fresh capital infusion into Yes Bank and its bid for promoter status, India’s potential to shift export focus from the US to the EU, and Nepal’s mounting political and economic crisis. We also track investor interest in India’s manufacturing sector with Nash Industries’ fundraising talks, and Pine Labs’ plans for a post-Diwali IPO.

In today’s Tech3 from Moneycontrol, we decode how “platform fees” on Swiggy, Zomato, Flipkart, and Myntra are quietly adding up to billion-rupee cushions, but could also spark consumer backlash. We also break down India’s pushback against China at the WTO over app bans, we dive into Aakrit Vaish’s new $75 mn AI-focused fund, and track IPO action with Pine Labs’ global roadshows and Urban Company’s blockbuster day 1 subscription.

Indian markets closed at a two-week high led by IT stocks, with the Nifty reclaiming the 100-DMA. GIFT Nifty is hinting at a positive open today as global cues stay supportive. Donald Trump’s latest comments on trade talks with India also remain in focus. Among stocks in news, watch out for Kotak Mahindra Bank, Sun Pharma and Bajaj Auto. The primary market is buzzing with activity with 3 IPOs – Urban Company, Dev Accelerator and Shringar House of Mangalsutra, opening for subscription today. And globally, Apple grabbed headlines as it unveiled the iPhone 17, new Apple Watches and AirPods overnight.  Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

In this edition of Moneycontrol Editor’s Picks, we have in depth coverage on which businesses are gearing up for a festive season sales boost. We also take a look at how the GST overhaul is affecting two sectors - car dealers and defence. Also find: the way ahead for India as it combats protectionist policies of the EU and the US. Also check out: Why India could overshoot 2027 population estimates and the politics behind the violence in Nepal.

In today’s Tech3 from Moneycontrol, Oracle has begun layoffs in India across its Cloud and Financial Services teams, impacting hundreds of employees. Meanwhile, the US HIRE Bill sparks jitters for India’s $280 billion IT industry, PhonePe and Google Pay cede ground in the UPI market as challengers like Navi and super.money gain traction, and EV makers including Ola and Ather gear up for a festive sales push in Tier II and III towns.

Markets look set for a positive start today, with GIFT Nifty hinting at early gains after a positive close on Monday. Autos continued to steal the spotlight as companies passed on GST rate cuts, while IT stocks dragged on sentiment. Globally, Asian markets are trading higher, tracking Wall Street, with Japan’s Nikkei hitting fresh highs after PM Ishiba’s resignation. Investors are also bracing for key US inflation data later this week. Back home, Infosys, Voltamp, Godrej Consumer, Strides Pharma, and Brigade Group are among the stocks in the news. And all eyes will be on Apple’s big event tonight as the tech giant unveils its latest line-up.  Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

In an exclusive chat, Ashwini Vaishnaw said India's AI ambitions are set to get a boost as homegrown startup Sarvam is set to launch the country's first large language model by early next year. UIDAI CEO Bhuvnesh Kumar has clarified that Aadhaar is not a proof of citizenship. We also uncover Apple’s big India plans despite the tariff turmoil. Meanwhile, the Centre could lose Rs 10,000-12,000 crore annually from the real money gaming ban.

In today’s Tech3 from Moneycontrol, Union Minister Ashwini Vaishnaw tells us why semiconductors could be India’s steel of the 21st century and shares updates on GPUs, AI, and online gaming act. We also track the billion-order race in quick commerce this Diwali, as platforms scale up beyond groceries. Plus, the Supreme Court takes charge of petitions challenging the Online Gaming Act, and PayU readies a $300 million fundraise ahead of its planned IPO.

Markets are bracing for a positive start as hopes of a thaw in US-India relations boost sentiment. The Nifty held on to 24,700 last week and is now eyeing a positive open, with experts flagging 24,800-24,900 as key resistance. Autos and metals are leading the charge while IT lags behind. Globally, Japanese stocks jumped as PM Ishiba signaled his exit, US futures edged higher on Fed rate-cut hopes after a weak jobs report, bond yields slid, and gold hit fresh record highs. Oil, meanwhile, inched up as OPEC+ announced slower production hikes. Among stocks in focus, watch out for Vedanta, Eicher, BHEL, and SpiceJet. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

In this edition of Moneycontrol Editor’s Picks, find an exclusive interview with Union Finance Minister Nirmala Sitharaman where she addresses everything from GST rate cut, Trump tariffs to purchasing Russian oil. We also decode how various industries are adapting to the GST rate cut - further taxes on tobacco are on the horizon, insurers are assessing input tax credit treatment, and food delivery platforms may pass on additional cost burden to consumers. Also inside: Freshworks founder interview, probe into high frequency traders and an expected advertising boom.

In today’s Tech3 from Moneycontrol, we bring you the top stories shaping the world of startups and technology. Girish Mathrubootham officially exits Freshworks after nearly 15 years. Urban Company’s cap table gets a boost with Tiger Global and Accel offloading shares ahead of its IPO. We track how online credit card transactions are set to overtake offline swipes, and wrap up with Amazon and Flipkart's festive sale dates.

Indian writer Jiddu Krishnamurti famously said, “It is no measure of health to be well-adjusted to a profoundly sick society”, and rightly so. Stress is everywhere, perhaps becoming the biggest crisis of our lifetime. While any health concern is taken seriously, mental health is often ignored. The problem is so big that it costs businesses Rs 1,10,000 crore annually. Clearly, there is a huge gap between awareness and action, along with the internalised shame in the victim. But what can be done to reduce this? In this episode, we are joined by Dr Shyam Bhat, Chairperson of Live Love Laugh, to delve deep into the practical ideas that companies can adopt to bridge this lacuna. He explains how there is no one size fits all approach. Listen in!

In today’s edition of Moneycontrol Editor’s Picks listen to a key interview with Union Commerce Minister Piyush Goyal as he addresses the landmark GST reforms and India-US ties amid the tariff wars unleashed by Trump. We have a comprehensive coverage on the rate rationalization from the big picture view to its on-ground impact. In other news, learn about Phone Pe’s IPO, Starlink’s trial run, incentive for India’s largest printed circuit board plant, and how Indian GCCs are upskilling employees for AI.

In today’s Tech3 from Moneycontrol, we unpack the GST Council’s big reforms that Amazon and Flipkart are hailing just ahead of festive sales, with analysts predicting a sharp boost in consumer spending. We then track the Centre’s move to the Supreme Court on challenges to India’s new online gaming law. Next, we spotlight how Global Capability Centres are rapidly reskilling employees into AI engineers. And finally, SoftBank pares down its stake in Ola Electric post-IPO.

GST council meets to finalise the biggest overhaul of the indirect tax system since its 2017 launch. Indian and US investors pledge to fund the domestic deep tech sector. Premium wine shows double-digit growth in non-metro markets. Zomato and Swiggy raise platform fees to remain profitable. Also read - the unforgettable service of Indian soldiers in WWII and how the rise of home-schooling is no longer a radical, unconventional choice.