Shows
The Core Report#557 Markets Digest Fresh Round Of Tariff VolatilityOn Episode 557 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, SVP-Research Analyst (Media, Consumer Discretionary, and Internet) at Elara Capital as well as Poorvi Chothani, Founder and Managing Partner at LawQuest.SHOW NOTES(00:00) Stories of the Day(01:00) Markets digest fresh round of tariff volatility(04:00) OPEC cuts global oil demand growth targets. Why(05:35) Goldman Sachs sets gold for $4,000 in a year(08:27) The big changes in India’s advertising landscape(20:12) India has only one airport in Global Top 50 at 32...2025-04-1536 min
The Core Report#529 Can The Sensex Hit 105,000 by December 2025On Episode 529 of The Core Report, financial journalist Govindraj Ethiraj talks to Sumit Jain, Deputy CIO at ASK Investment Managers Private Limited as well as Karan Taurani, Senior Vice President - Research Analyst (Media, Consumer Discretionary & Internet) at Elara Capital.SHOW NOTES(00:00) Stories of the Day(01:09) Can The Sensex Hit 105,000 by December 2025(03:33) Going back to the 101 of investing and stock picking(15:36) Oil prices are holding around $70(17:24) Musk partners Airtel to bring internet service even as Tesla car sales crash globally.(18:33) What does...2025-03-1230 min
The Artists: Arts, Culture, and Cinema with Suchita BhhatiaEP 154 TRENDS 2025 FEAT: KARAN TAURANIWhat trends will define moviemaking and content creation in 2025? How will AI shape the culture of filmmaking and creators' work? What should filmmakers focus on to stay ahead, monetize effectively, and tap into new opportunities? Is the revenue share model here to stay?We’ll explore the rising role of small and medium-budget films, the future of indie cinema post-global breakthroughs like All We Imagine as Light, and the evolving relevance of theater in a digital-first world.Get ready for a deep dive into these questions and more with industry analyst Karan Taurani on The Ar...2024-12-1633 min
The Core Report#442 The Markets Coast On Election ResultsOn Episode 442 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, Senior Vice President at Elara Securities as well as Ayaz Memon, veteran sports writer and commentator.
SHOW NOTES
(00:00) The Take: Where Is Consumption Going?
(04:21) The markets coast on election results, it could be tougher here on.
(07:20) The rupee’s best one day gain since June
(09:34) Fast fashion is doing well as groceries pull back from malls. Takeaways from how Indian consumers are consuming, including in the recent festival season.
(19:06) IPL 2025 auctions have kicked off with fresh records. What does th...2024-11-2627 min
The Core Report#373 Markets On Steady Upward Trot For 9 Straight SessionsOn Episode 373 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, senior vice president of Elara Capital as well as Pranav Haldea, managing director of PRIME Database Group.SHOW NOTES(00:00) The Take: Why Indian investors need to be reined in(05:09) Markets on steady upward trot for 9 straight sessions(06:21) Maruti says no inventory problem but the problem is larger(08:45) Zee and Sony say all claims on each other are off following a failed merger, what this means for industry(16:12) Primary markets are overheated, what can be done?Listeners! We await...2024-08-2828 min
The Core Report#357 The Stock Markets Fail To Track Global Market RecoveriesOn Episode 357 of The Core Report, financial journalist Govindraj Ethiraj talks to Karan Taurani, senior vice president and consumer industry analyst at Elara Capital.SHOW NOTES(00:00) The Take: The Power of Doing Nothing(06:36) The stock markets fail to track global market recoveries, poised to stabilise(08:39) The rupee hits a fresh low(09:53) If you had invested in Sovereign Gold Bonds in(11:14) The latest GST tax target; foreign airlines(12:35) How pizzas are now India’s favourite fast food though competition is risingListeners! We await your feedback....For sponsorships and brand studio en...2024-08-0722 min
The Morning BriefSwiggy vs Zomato, Coming Soon on Stock ExchangesFood delivery giants Swiggy and Zomato are set to battle it out on the stock exchange! But can Swiggy challenge the reigning champion Zomato? Hosts Mugdha Variyar and Apoorva Mittal dive deep into this delivery duel as they analyse Swiggy's story, Zomato's dominant market share, and what it all means for investors. Hear from market analyst Karan Taurani of Elara Capital and cloud kitchen brand Ghost Kitchen’s Founder Karan Tanna on whether Swiggy can close the gap or if the IPO will be a hit. Buckle up for a juicy financial showdown as they discuss it all...2024-05-0223 min
MVP - THE MASTERS' VOICE PODCAST - MEDIABRIEFKaran Taurani, SVP Elara Capital, on Indian M&E industry - Opportunities, challenges, growthSend us a textIndia’s Top ranked Media & Entertainment Analyst (as per Asia Money Brokers Poll 2021-22-23), Karan Taurani, SVP Elara Capital, speaks with Pavan R Chawla, host of MVP The Master’s Voice Podcast, in this, the 112th episode of the award-winning series. They speak of the Media & entertainment Industry in India, with a focus on Live Sports, IPL24, OTT challenges, the growth of digital and Linear TV with particular reference to the ongoing IPL24. Karan also speaks of the implications of welcome...2024-04-2337 min
The Core Report#214 Global Brokerages Project Major Fund Flow Shifts From China To IndiaOn today’s episode, financial journalist Govindraj Ethiraj talks to Karan Taurani, Senior Vice President at Elara Capital as well as Ketharaman Swaminathan, founder and CEO of marketing company GTM360.SHOW NOTES(00:00) Stories Of The Day(00:50) Global brokerages project major fund flow shifts from China to India .(03:35) China’s Xi Jinping steps in to prevent market fall in unprecedented move.(06:42) India to see $67 billion of energy investments in next 5-6 years, PM.(09:58) Move over pizzas, fried chicken and burgers are gaining ground(19:09) Understanding payment rails, understanding how payments happen in India in the context of PaytmFo...2024-02-0729 min
The Artists: Arts, Culture, and Cinema with Suchita BhhatiaEP 144 BEING FUTURISTIC; TRENDS 2024 FT: KARAN TAURANIWhat is going to come after Creators economy? What will be the shape of cinema and moviegoers the world over in 2024- 2025? And as indie filmmakers what is the state of world cinema- Sundance sets the trends and the numbers don't seem very encouraging. How will AI shape the future- we do a quick check- If you have any thoughts- send in your views and we will relay it on the show. A quick announcement:THE ARTISTS podcast is a self funded podcast. We cut costs to make it happen.So, we are...2024-01-2825 min
The Core Report#175 The Week That Broke Several Records In The Stock MarketsOn today’s episode, financial journalist Govindraj Ethiraj talks to Karan Taurani, Senior Vice President and Entertainment Analyst of Mumbai-based Elara Capital.SHOW NOTES(00:00) Stories Of The Day(01:10) The week that broke several records in the stock markets and reversed trends. Could it continue?(05:13) India’s exports steady, imports fall sharply(11:43) Four larger media players, Sony, Zee, Reliance and Viacom18 could become two, what does it mean?(20:45) Almost 95% of fresh power investments is renewable, the International Solar Alliance steps up(24:17) Lufthansa will resume flights to Tel Aviv in three week’s timeFor more of our co...2023-12-1826 min
The Core Report#124 Diplomacy In The Middle East Keeps Oil And Markets SteadyOn today’s episode, financial journalist Govindraj Ethiraj talks to Karan Taurani, senior vice president and media and internet analyst at Elara Capital. We also feature an excerpt from the recent Weekend Edition featuring Jacob L. Shapiro, Partner & Director of Geopolitical Analysis, Cognitive Investments.SHOW NOTES[00:00] Stories Of The Day [01:00] High intensity diplomacy in the middle east to prevent escalation of war keeps oil and markets steady.[03:06] The Russians want Chinese yuan for oil they are selling to India.[11:24] Record Bollywood collections at the box office, could the momentum continue ?[20:02] The India opportunity in a pos...2023-10-1726 min
The Core Report#117 Markets Brace For Middle East Tension ImpactOn today’s episode, financial journalist Govindraj Ethiraj talks to economist Brinda Jagirdar, economic affairs writer and columnist Shankkar Aiyar as well as Karan Taurani, media analyst and Senior VP at Mumbai-based Elara Capital. SHOW NOTES[00:00] Stories Of The Day[00:50] Markets brace for middle east tension impact, second quarter results[04:44] Credit policy held interest rates for now, what is the RBI’s strategy? with economist Brinda Jagirdar[09:05] The Bihar Caste Survey, What Is the economic impact, with Shankkar Aiyar[15:34] The Real World Cup Numbers, what’s different from more and how are we measuring better, with Karan Ta...2023-10-0928 min
The Artists: Arts, Culture, and Cinema with Suchita BhhatiaEP 132 BARBENHEIMER, CULTURE N PATRIARCHY (INSIGHTS) FT: KARAN TAURANIINSIGHTS: A special section in THE ARTISTS PODCAST that we will keep dropping in between our main episodes; INSIGHTS is aimed to give an insight into where the future is heading in terms of arts, culture and cinema and perhaps course correct. These will be under 15 minute episodes- let us know what you think. If you have an insight- and would like us to talk about it on the podcast, you can connect with us on our social media handles- or follow us for regular updates on THE.ARTISTS PODCAST. Digs:1) Barbie n...2023-08-0522 min
The Morning BriefDisney's Setting Star In IndiaAs India leads the race in Disney's downfall with an exodus of over 4 million subscribers after it lost the IPL streaming rights to IPL to Mukesh Ambani-led Jio, the business is on a sticky wicket, and the market is abuzz with whispers of a split between Star and Disney. Comeback CEO Bob Iger seeks strategic options for its business, including a joint venture or a sale, as part of a broader cost-cutting and restructuring exercise at the company. As losses mount, is Disney set to change channels in India? Will Reliance - the biggest competitor of Disney - be...2023-07-2527 min
The Morning BriefThe A to Z of the Zee-Sony Merger SagaThe Zee-Sony merger in India has taken a dramatic turn. Neither the resignations of independent directors nor the demands raised by institutional investor Invesco prevented the merger agreement from being inked in 2021. However, an interim order from SEBI based on the past complaints raised by the independent directors has the potential to derail or delay the merger. While Zee has appealed against the order, its MD Puneet Goenka has shown a willingness to step down for the merger's success. The drama surrounding the Zee-Sony merger is intense, with high stakes involved. Host Kiran Somvanshi delves into the fate of...2023-06-2631 min
The Artists: Arts, Culture, and Cinema with Suchita BhhatiaEP 123: 9000 PLUS FEATURE FILMS GET MADE EVERY YEAR WORLDWIDE, HOW MANY REACH THEIR AUDIENCE? FT: ANJUL N, ISIDORE B, KARAN T, MADHAVAN N, PINAKI CAfter we did the Ep 117 on Who are you making your films for, and then Ep 120 trends in indie monetisation and streaming, we thought we will try and solve a problem for filmmakers, if we can, by getting an opinion from Industry leaders, thought leaders, filmmakers on this one question that can help us all. Now making a film takes a lot of effort, time, resources, and if they do not reach the right audience the effort is all wasted.According to UNESCO, 9444 feature length films were made in 2019 and the rate continues. This includes films produced...2023-04-1136 min
The Artists: Arts, Culture, and Cinema with Suchita BhhatiaEP 110 ART AND COMMERCE OF MAKING MOVIES FT: KARAN TAURANIIn Bollywood 70 percent of the budget goes into paying stars; In Hollywood, it is 30 percent. Last couple of months, all and everyone has been talking about the commerce of movie making- the failing of Big Budget films at the box office; Is it OTT take over, a change in the taste of the audience,; is it the skewed budgets- what is it that filmmakers need to get- red flagged- if at all-about? Our guest is media analyst Karan Taurani, a Research analyst covering Media/Entertainment/Consumer/Internet sector closely with over 14 years ; currently Senior Vice President with Elara Capital...2022-10-0138 min
BusinessLine PodcastsBCCI to garner ₹48,390 crore for IPL media rights dealOn Tuesday, IPL emerged as the second most valued sporting league in the world in terms of per match value. The much-talked-about IPL media rights auction ended after three days of intense bidding. Overall BCCI will earn ₹48,390 crore over a five-year period striking one of the biggest media rights deal. Disney Star India retained the Indian TV rights for ₹23,575 crore.
But all the spotlight was on digital rights. Viacom-18 emerged as the exclusive owner of the overall digital rights of the T20 league and will end up will be paying ₹23,758 crore. This includes streaming rights for 18 non-exclusive games...2022-06-1407 min
BusinessLine PodcastsPodcast | IPL media rights auction day 2: Will the media auction winners ever make money?Given the high bids at the IPL media rights auction, will the broadcasters be able to recoup their investments? Why was there such a scramble for digital rights, which went at a huge premium?
Karan Taurani , Sr Vice President , Elara Capital talks to BL’s Chitra Narayanan, analysing the bids.
Listen in!
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Send in a voice message: https://podcasters.spotify.com/pod/show/business-line/message2022-06-1308 min