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Podcast: TRANSFIN. LongShorts with Nikhil Arora and Sharath Toopran
Episode: Auto Deal, Recession Proof, Mega Merger
Description: After a three week hiatus (a bit of summer travel to recharge), we are back with a new episode of LongShorts. Number 47 starts with a chat on the sector which strangely but not surprisingly transformed itself from being the darling of the Indian stock market to its bane within twelve months! Yes, the Indian Auto space! However, the Mahindra-Meru discussion is only deployed as a crafty (real or imagined) segue to a wider commentary on the depressed Indian Economy.Â
Plenty of things have transpired over the last few days, be it RBI's gift to the government, mega bank mergers, o...