The India Financial Pulse

Sathyavasu Arunachalam
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  • BUSINESS NEWS

India's economy is moving fast. The India Financial Pulse is your daily briefing on market moves, policy shifts, and the business stories shaping the world's fastest-growing major economy.

Episodes

  1. 13 HRS AGO

    Meta AI Capex Surge & Crude Oil Supply Shock | The Beat 10 May 2026

    A massive supply shock in the Strait of Hormuz and Meta's aggressive AI spending expansion are triggering a seismic shift in global energy and technology markets. We analyze the strategic implications for #TCS, #ExpleoSolutions, #Meta, and the recent institutional bets in #AAVAS, #PBFintech, and #IndusIndBank. Subscribe to ensure you never miss a beat; as India’s economic landscape evolves at breakneck speed, this daily briefing keeps you synchronized with the market movements and policy shifts shaping the world's fastest-growing major economy.

    20 min
  2. Deep Dive: The Britannia Valuation Puzzle

    1D AGO

    Deep Dive: The Britannia Valuation Puzzle

    Britannia Industries delivered a massive earnings surprise in Q4 FY26, beating analyst expectations by more than 20%. But with the stock trading at over 50 times earnings, investors face a difficult question — is Britannia still worth buying at these levels? In this Deep Dive episode of The India Financial Pulse, we break down Britannia’s business model, brands, financial performance, competitive moat, balance sheet strength, and valuation using DCF, EV/EBITDA, and P/E analysis. We also examine the key risks facing the company: commodity inflation, leadership transition after Varun Berry’s exit, competitive pressure from Parle and ITC, and whether the market has already priced in too much optimism. A detailed look at one of India’s strongest consumer businesses — and whether the stock price still leaves room for returns.

    17 min

  3. 1D AGO

    The Daily Beat - 9 May 2026

    India's economy is moving fast. The India Financial Pulse is your daily briefing on market moves, policy shifts, and the business stories shaping the world's fastest-growing major economy.

    19 min

  4. 2D AGO

    The Daily Beat - 8 May 2026

    India's economy is moving fast. The India Financial Pulse is your daily briefing on market moves, policy shifts, and the business stories shaping the world's fastest-growing major economy.

    23 min
  5. Sector Spotlight: Under-Steeled and Overdue

    3D AGO

    Sector Spotlight: Under-Steeled and Overdue

    India is now the world's second largest steel producer — and unlike past cycles driven by global swings, this one is powered from within. In this Sector Spotlight, Ritu breaks down the structural shift reshaping the Indian steel industry: a construction boom fuelled by twelve lakh crore rupees of government infrastructure spending, capacity running at near-record highs, and India flipping from net importer to net exporter for the first time in two years. She also covers the pressure points — volatile coking coal costs, cheap Chinese steel flooding global markets, and the looming European carbon tax that could reshape how Indian steel competes abroad. With a deep look at SAIL, JSW Steel, and Tata Steel's financials, this episode gives you the full picture on a sector that is quite literally the skeleton of India's growth story.

    12 min

  6. 3D AGO

    The Daily Beat - 7 May 2026

    India's economy is moving fast. The India Financial Pulse is your daily briefing on market moves, policy shifts, and the business stories shaping the world's fastest-growing major economy.

    21 min

  7. 4D AGO

    Episode Title: The India Financial Pulse - 6 May 2026

    India's economy is moving fast. The India Financial Pulse is your daily briefing on market moves, policy shifts, and the business stories shaping the world's fastest-growing major economy.

    22 min

  8. 5D AGO

    The India Financial Pulse - 5 May 2026

    India's economy is moving fast. The India Financial Pulse is your daily briefing on market moves, policy shifts, and the business stories shaping the world's fastest-growing major economy.

    22 min

  9. 6D AGO

    The India Financial Pulse - 4 May 2026

    India's economy is moving fast. The India Financial Pulse is your daily briefing on market moves, policy shifts, and the business stories shaping the world's fastest-growing major economy.

    23 min

  10. 6D AGO

    The India Financial Pulse : L&T Deep dive

    We are dissecting a detailed equity research report focused on Larsen and Toubro Limited. This report provides a comprehensive look at the company's performance and valuation.

    12 min

  11. MAY 3

    The India Financial Pulse - 3 May 2026

    India's economy is moving fast. The India Financial Pulse is your daily briefing on market moves, policy shifts, and the business stories shaping the world's fastest-growing major economy.

    18 min

  12. MAY 2

    The India Financial Pulse - 2 May 2026

    The India Financial Pulse - your view on the markets.

    17 min
  • 12 Episodes

About

India's economy is moving fast. The India Financial Pulse is your daily briefing on market moves, policy shifts, and the business stories shaping the world's fastest-growing major economy.

Information

  • Creator
    Sathyavasu Arunachalam
  • Years Active
    2K
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © Sathyavasu Arunachalam
  • Show Website
    The India Financial Pulse