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293. Viksit Bharat Dream Vs Human Capital Deficit
10:47||Ep. 293India's highways, airports and digital infrastructure showcase rapid progress. But is physical infrastructure alone enough to achieve the dream of Viksit Bharat?In this thought-provoking talk, Debashis Basu argues that India's biggest challenge is not the lack of capital or technology, but a persistent human capital deficit. Drawing on economic research by Gregory Mankiw, David Romer, David Weil, Robert Lucas and Paul Romer, he explains why education, healthcare and skills—not just GDP growth—determine whether a nation becomes truly prosperous.The video also examines how South Korea, Singapore and China transformed themselves through sustained investments in human capital, and why India risks remaining trapped as a lower-middle-income country unless it reforms education, vocational training and public health.Topics covered:• Why human capital matters more than physical capital• The limits of infrastructure-led growth• India's skilling and employability crisis• Lessons from South Korea, Singapore and China• NEP, vocational education and workforce readiness• What India must do to realise the Viksit Bharat vision
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292. India's Infrastructure Boom: Built to Show, Not Built to Last?
15:33||Ep. 292India has witnessed an unprecedented infrastructure boom over the past decade, with new expressways, bridges, tunnels, airports and mega projects transforming the country's landscape.But alongside the impressive inaugurations and glossy visuals is a troubling pattern: collapsing bridges, cracked highways, design blunders, rushed construction and a striking lack of accountability.In this audio, veteran journalist Sucheta Dalal examines why India's infrastructure is increasingly making headlines for the wrong reasons. From Bihar's recurring bridge collapses and the Morbi tragedy to Mumbai's engineering missteps and concerns over expressways, she asks whether speed and spectacle have overtaken quality, safety and governance.The discussion explores:- Why infrastructure failures are becoming so common- The role of political timelines and rushed inaugurations- Weak oversight, contractor accountability and audit failures- Why major public assets fail without lasting consequences- What India must change to build infrastructure that truly lastsIs India building for generations—or simply building for the next inauguration?Watch the full analysis and share your thoughts in the comments.Read the full article: https://www.moneylife.in/article/indias-frequent-infrastructure-failures-built-to-show-not-to-last/81051.html
291. Why NSE Cannot Escape RTI Anymore
15:01||Ep. 291For 16 years, the National Stock Exchange (NSE) fought to avoid being brought under the Right to Information (RTI) Act. The Delhi High Court has now reaffirmed that the NSE is a public authority under the RTI Act—a landmark judgment with far-reaching implications for transparency, regulatory accountability, and investor protection.In this audio, veteran financial journalist Sucheta Dalal explains:• Why the Delhi High Court's verdict is a major victory for transparency• How the NSE resisted RTI for over a decade and a half• The role of SEBI and why regulatory accountability is under scrutiny• What the infamous co-location (Colo) scandal revealed about governance failures• Why NSE's proposed IPO makes transparency even more important• What this ruling means for investors, market institutions, and India's financial systemThe debate is about much more than one stock exchange. It raises fundamental questions about whether India's most powerful market institution should be held to the same transparency standards expected of other public authorities.
290. DMFs vs FPIs: Beyond the Rhetoric
11:46||Ep. 290Has India's stock market really become independent of Foreign Portfolio Investors (FPIs)? Or is the popular narrative missing a crucial piece of the puzzle?In this insightful analysis, Debashis Basu examines whether Domestic Mutual Funds (DMFs), powered by massive SIP inflows, have truly replaced foreign investors—or whether they are simply investing in different parts of the market.This audio explores:- Why FPI selling hasn't caused the market to crash- The rise of SIP-driven investing in India- Why mutual funds are favouring mid-cap and small-cap stocks- The difference between stock market support and foreign exchange inflows- How FPI outflows affect the rupee, even when domestic investors keep buying- What investors should understand about India's evolving capital marketsIf you invest through mutual funds, SIPs or directly in stocks, this analysis will help you look beyond the headlines and understand what's really driving the Indian market.Read More: https://www.moneylife.in/article/dmfs-vs-fpis-beyond-the-rhetoric/80915.html
289. An Attack on Justice? Why the Gautam Patel Case Matters to Every Indian
14:11||Ep. 289Retired Bombay High Court judge Justice Gautam Patel has revealed a disturbing campaign of threats, intimidation and violence allegedly aimed at forcing him to recant his landmark judgment in the Dawoodi Bohra succession dispute.What began as legal litigation has now raised far bigger questions: Can judges decide sensitive cases without fear? What happens when a judge's family becomes the target? And what does this mean for the independence of India's judiciary and the rule of law?In this audio, journalist Sucheta Dalal examines the shocking disclosures, the broader judicial crisis, the implications for pending appeals, and why the State's response could determine public confidence in India's justice system for years to come.Watch the full analysis and join the discussion.Read more: https://moneylife.in/article/target-gautam-patel-will-judges-judge-without-fear/80910.html
288. Will the Supreme Court Finally Rein in Rogue ARC Practices?
15:48||Ep. 288Can 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 enoughCould 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
287. From Fuel to Food: How the Rupee's Fall Is Hitting Your Wallet
15:09||Ep. 287India'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 resilienceAs inflationary pressures build and household finances come under strain, this is a timely look at the economic realities behind the headlines.
