『The Hindu Businessline's on the beat podcast』のカバーアート

The Hindu Businessline's on the beat podcast

The Hindu Businessline's on the beat podcast

著者： The Hindu businessline
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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. 経済学
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  • India’s 5G roadmap: Can telcos turn scale into profits?

    India’s 5G roadmap: Can telcos turn scale into profits?
    2026/08/04
    India’s telecom sector has achieved one of the fastest 5G deployments anywhere in the world. But after the record-breaking rollout comes the tougher question: how do operators turn massive network investments into sustainable returns?In this episode of On the Beat, Vallari Sanzgiri speaks with Nitin Bansal, Managing Director, Ericsson India, about the evolution of India’s telecom ecosystem and the opportunities emerging from next-generation connectivity.Bansal reflects on India’s remarkable 5G journey, highlighting the deployment of nearly 200,000 sites in just 18 months and the country’s status as one of the world’s largest consumers of mobile data. He explains how the focus is now shifting from network build-out to creating value through consumer and enterprise applications, including fixed wireless access (FWA), differentiated connectivity services, and industry-specific digital transformation initiatives.The discussion also tackles one of the industry's most pressing concerns: 5G monetisation. Are telecom operators facing an uphill battle in recovering their investments, or do emerging services and enterprise use cases offer a viable path to growth? Bansal shares Ericsson’s perspective on how technologies such as network slicing can enhance user experiences while opening new revenue opportunities.Bansal outlines how telecom infrastructure is evolving to meet the demands of an increasingly intelligent digital economy. (Hosted by : Vallari Sanzgiri, Produced by : Siddharth Mathew Cherian)
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    14 分
  • Indian equity markets in 2026: What lies ahead?

    Indian equity markets in 2026: What lies ahead?
    2025/12/29
    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 分
  • Samvat 2082 Outlook: BFSI, hospitals, travel in focus, says Kotak's Chouhan

    Samvat 2082 Outlook: BFSI, hospitals, travel in focus, says Kotak's Chouhan
    2025/10/18
    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 分
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