S3 Ep46: Macro Headwinds, RIL's Craft, Big-Bang Mergers

Published: Aug. 18, 2019, 11:30 p.m.

We\u2019ve had an eventful few weeks here at LongShorts. We chatted with a long line of guests from various backgrounds with whom we conversed about a wide-ranging portfolio of topics. In this episode, we take a breather and go back to the good ol\u2019 days when it was just us two chatting about the heavy-duty news developments of the week.\n\xa0\nThere\u2019s been a lot in the news, therefore there\u2019s a lot on our minds. Some things we discuss:
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  • Killing two birds with one debt-laden stone \u2013 RIL\u2019s much-talked-about deal with Aramco.... and their flashy AGM
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  • Slowdown, slowdown, slowdown \u2013 in domestic consumption across sectors
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  • A pair of rate-cuts - The RBI and the Fed react to macro headwinds!
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  • The Viacom-CBS merger - yet another roll up in the dynamic media landscape as streaming wars intensify
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