

Daybreak
The Ken
Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and powerful.
Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.
Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.
Episodes
Mentioned books

Mar 10, 2023 • 11min
ITC's sin good is now fuelling the reversal in its fortunes
ITC's stock had been lagging for years. Many institutional investors stayed away from ITC because the company's shares are considered sin stocks. The company, meanwhile, has avoided acknowledging the importance of cigarettes, its mainstay business, in its communications.But over the last year, the ITC stock has made a dramatic comeback. Suddenly, investors can't get enough of the company.What changed?Tune in to find out.

Mar 8, 2023 • 12min
India's data privacy bill may infringe on your freedom of choice
The fourth draft of the Digital Personal Data Protection Bill is all set to be presented in the Parliament during the ongoing Budget session. While it makes a strong case for creating laws to prevent the personal information of citizens from being harvested and exploited, the Bill is playing blind to two Important factors. This in turn could end up creating a crony-capitalist economy where an individual's freedom of choice is put at risk.Tune in.

Mar 6, 2023 • 11min
Why Big Pharma stayed away from developing male contraceptives
The introduction of the contraceptive pill in the 1960s was one of the most significant events in the history of human society. But it still left the burden of birth control largely on women.Now, however, things are changing. The demand for male contraceptives is on the rise. But why have large pharmaceutical companies not paid enough attention to the research on male contraceptives for all these years?Tune in.P.S We apologise for the delay in the release of today's episode. We were faced with technical difficulties.

Mar 3, 2023 • 13min
Chinese surveillance companies are prospering in India despite global sanctions
CP Plus, a CCTV camera brand, procures 80% of its supplies for its parent company Aditya Infotech Ltd (AIL) from the Chinese security-equipment manufacturer Dahua Technology. Dahua and Hikvision, another Chinese surveillance-tech firm, are facing sanctions in the UK, US, Australia, and other countries, for their connection to the Chinese government.But in India’s growing CCTV market, which is said to be worth Rs.5000 crores, both these companies are flourishing. Bringing them under control is turning out to be a huge policy challenge for the government.Tune in.

Mar 1, 2023 • 15min
Why India hasn't met its solar energy goal yet
In 2015, the current government set an ambitious target. It said we would have 100 GW of solar capacity by 2022 and 40% of it would come from rooftop solars or RTS. Back then, the country’s solar capacity was just 3.7 GW. But as of October 2022, this capacity rose to only a little over 60 GW. The main reason for this is the slow adoption of RTS. High transaction costs and lack of data about the long-term performance of RTS make it difficult to access loans for small-scale solar installations.Tune in to find out more.

Feb 27, 2023 • 12min
The battle between telcos and content companies over 'fair share'
Years ago, a tug of war began between tech companies including OTT platforms and telecom companies.Telecom and internet service providers believe that content and tech companies should pay them for disproportionate traffic. But tech and content companies argue that this would violate the principles of net neutrality.The debate has now reached India and telecom regulator TRAI is expected releasing a consultation paper on the matter soon.Will content companies like Google, Netflix have to compensate telcos in India?Tune in.

Feb 24, 2023 • 13min
Why it's time for Disney+Hotstar to level up in India
Hotstar has remained the undisputed OTT leader in India boasting of half of India's 90 million paid OTT subscribers. A part of this success has come via the IPL streaming rights and from bundling with telecom and DTH service providers like Jio and Airtel. But last year, Jio's Viacom 18 won the digital streaming rights of IPL, the largest cricket tournament in the world. Not just that Reliance's Jio also dropped Disney+Hotstar from most of its streaming bundles.Why did Reliance choose to end this partnership and what does it mean for Disney+Hotstar?Tune in to find out.

Feb 22, 2023 • 11min
Why Indian Pharma struggles with quality control
From February 26, the Union Health Ministry will organise a two-day 'Chintan Shivir' to explore ways to build trust on Indian drugs, cosmetics and medical devices.Despite being called 'the pharmacy of the world,' time and again, the Indian pharmaceutical industry has received criticism for substandard quality. The most recent such incident was when the deaths of children in Gambia and Uzbekistan were allegedly linked to cough syrups manufactured in India.Why does Indian Pharma still struggle with quality control?Tune in to find out.

Feb 20, 2023 • 11min
Is UPI ready to go international?
With its phenomenal success, UPI has changed the way Indians interact with money. Now, the NPCI along with other fintech platforms are making efforts to launch UPI for international use.But the government needs to ensure UPI remains secure and reliable as it expands beyond the country's borders.Note: In the previous version of this episode, the host mistakenly referred to NPCI as NCPI. The error is regretted and has been corrected.

Feb 17, 2023 • 12min
The ray of hope in Zomato's grim quarterly numbers
A few days ago, Zomato announced that it was withdrawing its services from 225 cities in India on account of "not so encouraging" performance.Last week, the food tech giant also reported its financial results for the last quarter of 2022. It saw its losses soar 5X to nearly 350 crore rupees.The volume of orders also declined during this period. But in these numbers there also lies hidden a glimmer of hope for the company.Tune in.


