4554: Apple’s China tangle, tepid Q4 profits & the Pahalgam aftershock
Three signals are shaping India’s markets. First, early Q4 earnings show pressure building on companies amid weak revenue growth. Second, Apple’s plan to move more iPhone production to India faces a new challenge: China’s clampdown on critical export equipment. And third, after the Pahalgam terror attack, markets remain surprisingly calm despite talk of military retaliation. Plus, Yes Bank’s turnaround playbook, AI’s growing grip on Google and Bollywood, and why IT hiring may be the only silver lining in a slow year. Tune in for the details.
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4:27
4553: Bizongo’s audit woes, Meesho’s new milestone, HP’s India push & Google’s AI writes the code
In today’s Tech3 from Moneycontrol, we unpack the audit alarm bells ringing at Bizongo, Meesho’s explosive $6.2B GMV rise driven by Bharat, HP’s big bet on India for laptop manufacturing, and Google’s AI leap—now writing over 30% of its code. Tune in for sharp insights, fast facts in tech and startup world.
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6:18
4552: The new frontier for Indian real estate and investments
India's real estate is at a defining inflection point, shaped by a decade of regulatory reforms and now headed towards a future driven by micro-integrity, investor confidence, and platform-led growth. In this episode, Mr. Chirag Mehta, the founder of Arbour Investments, reflects on the new frontiers of the real estate sector, from the five structural shifts to capital stack evolution, urban core reconfigurations to platform capital, risk engineering, the role of technology and more. Tune in.
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23:35
4551: Pahalgam fallout: India tightens the tap, Bharat leads the spend, and OnePlus goes all in
India puts the Indus Water Treaty on hold after the Pahalgam attack, a move with deep strategic and economic implications. Meanwhile, Bharat outpaces India in rural demand, Chinese stocks top Indian MFs' buy list, and FPIs exit India’s debt market. Also in today’s episode: OnePlus sets the stage for a premium India play.
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4:04
4550: Zomato’s big shuffle, Lean AI startups soar, Sleep Company’s Rs 500 crore raise
In today’s Tech3 from Moneycontrol, Zomato’s food delivery CEO steps aside as Deepinder Goyal takes the reins. We also spotlight the rise of lean AI startups like Cursor and Lovable, generating millions in revenue with tiny teams and rewriting how tech businesses scale. Plus, The Sleep Company is in talks to raise Rs 500 crore as it takes on Wakefit in the booming mattress market. Tune in and get your daily startup and tech fix.
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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