Will the Supreme Court Finally Rein in Rogue ARC Practices?

Will the Supreme Court Finally Rein in Rogue ARC Practices?

Can Asset Reconstruction Companies (ARCs) help clean up India's banking system—or have some become part of the problem? In this audio, veteran financial journalist Sucheta Dalal examines the Supreme Court's sharp observations in a PIL alleging that a ₹1,537 crore bank debt was settled for just ₹73.5 crore through ARC transactions. The Court has questioned whether there is a deeper nexus involving borrowers, banks and ARCs, while issuing notices to the RBI, SBI, other public sector banks, SEBI, SFIO, Ernst & Young and others. The discussion also explores: - How ARCs are meant to function - RBI's concerns about evergreening and opaque transactions - Why small borrowers often face tougher treatment than large corporate defaulters - The JKM Infra case and the alleged diversion of funds - RBI's 2025 ARC Directions and whether they go far enough Could this Supreme Court case finally bring greater transparency and accountability to India's stressed asset resolution process? Watch the full analysis by Sucheta Dalal. Read the full article: https://moneylife.in/article/will-the-supreme-court-finally-rein-in-rogue-arc-practices/80867.html ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

From Fuel to Food: How the Rupee's Fall Is Hitting Your Wallet

India's economy may be reporting strong GDP growth and moderate inflation, but millions of Indians are feeling a very different reality. In this audio, veteran financial journalist Sucheta Dalal examines the sharp decline of the Indian rupee and explains how it is quietly affecting households across the country. From rising fuel prices and costlier groceries to higher EMIs, healthcare expenses, travel costs and shrinking savings, the impact is being felt by both the middle class and low-income families. The discussion also covers: ✔ Why the rupee has weakened more than many global currencies ✔ Foreign investor outflows and policy challenges ✔ The impact of the Iran conflict and Hormuz disruptions ✔ Rising fuel, LPG, food and medicine costs ✔ Why foreign travel and airfares have become significantly more expensive ✔ The risks from ethanol blending, food inflation and fertiliser imports ✔ How a weak monsoon and water shortages could worsen the situation ✔ What policymakers need to do to build economic resilience As inflationary pressures build and household finances come under strain, this is a timely look at the economic realities behind the headlines. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

The Rise and Rise of Small-caps

Why are India's small-cap stocks outperforming the country's biggest companies? In this insightful analysis, Debashis Basu explains the growing divergence between large-cap and small-cap companies in India. While Nifty 50 earnings growth remains sluggish, many small-cap and micro-cap businesses are delivering strong sales, profit growth, and expanding order books. Discover the powerful sectoral trends driving this transformation, including: ✔ Power infrastructure and grid expansion ✔ Pharmaceutical CDMOs and CRMOs ✔ Data centre and digital infrastructure growth ✔ Capital goods, engineering and defence manufacturing ✔ Emerging service-sector businesses in finance, healthcare and retail Despite macroeconomic challenges, fiscal pressures, trade disruptions and global uncertainties, India's smaller listed companies continue to benefit from long-term structural growth opportunities. Watch this audio to understand why the rise of small caps may be more than a temporary market trend—and what it could mean for investors. Read more from Moneylife and stay informed about investing, financial literacy and market trends. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

SEBI vs Rajesh Exports: Explosive Findings, But Will Anything Really Happen?

SEBI's interim order against Rajesh Exports has sent shockwaves through India's capital markets. The regulator alleges financial misrepresentation involving an astonishing ₹15.15 lakh crore and has barred promoter Rajesh Mehta from the securities market pending further proceedings. But is this the beginning of a landmark enforcement action—or just another high-profile case that could get bogged down in appeals, settlements, procedural challenges, and years of litigation? In this audio, veteran financial journalist Sucheta Dalal examines: • What SEBI's 109-page interim order actually says • The questions surrounding Rajesh Exports and its Swiss subsidiary Valcambi • Why concerns about the company have existed for more than a decade • The role of regulators, auditors, banks and institutional investors • Lessons from past cases involving Jane Street, Reliance Industries and NSE • Whether India's securities market has lost its deterrence against wrongdoing • What ordinary investors should learn from the episode Most importantly, the audio asks whether investors can rely on regulators to identify problems—or whether they must do their own due diligence long before official action arrives. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Unclaimed Assets Portal Launched — But Is It Just a Redirect Page?

Sucheta Dalal explains why India's new Unclaimed Assets Portal falls short of the centralised database promised to the Supreme Court. The Government has launched the Unclaimed Assets Portal, describing it as a unified platform to help citizens trace unclaimed bank deposits, insurance claims, mutual funds, shares and dividends. But is it really the centralised database that was promised to the Supreme Court in response to the PIL filed by Moneylife Foundation founder-trustee Sucheta Dalal? In this audio, Sucheta Dalal explains what the new portal does, what it doesn't do, and why claimants and legal heirs continue to face a fragmented and document-heavy process despite recent reforms by RBI, SEBI, IRDAI and IEPFA. The portal is a positive first step. However, the real objective remains the creation of a searchable, integrated database that can help reunite rightful owners with more than ₹2 lakh crore of unclaimed financial assets. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.