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Transfin. Podcast E23: Unmanned, Redeal, Rebalance

Professor of Financial Economics and Part-time Value Investor, Transfin.
Feb 22, 2019 10:18 AM 2 min read


We like to talk Business and Finance. Figured we should do it for a living.
While Sachin Bansal is out shopping, our capabilities are limited to talking. We wonder:
Why IndiGo and India Have Difficulty Hiring Pilots and Air Traffic Control Personnel?
Indigo last week announced the cancellation of 30 of its flights every day until March, on back of pilot shortage and operational challenges.
Indigo is India's biggest airline - expecting almost 100 new aircrafts in the next one year, translating to a requirement of 1,500-2,000 new pilots. However, the story has been that the domestic airline's capacity expansion uptick has not quite been in line with its hiring uptick, due to the which the airlines is obviously suffering.
We throw some light on the quandary that has hit the aviation sector in India. 


What's the Point of Manipal's Redeal, Now for Medanta?


Manipal Group was a forerunner in the acquisition of Fortis Hospital, however, was outbid by Malaysian–Singaporean private healthcare group IHH Healthcare. Now, they are trying to get their hands on Naresh Trehan's Medanta.


We discuss the motive behind the deal and how it could play itself out. 


How Govt is Managing its Deficit via Buybacks and Divis from PSUs/Regulators? 


The RBI recently announced a transfer of INR28,000cr as interim dividend to the government. The government is additionally trying to push regulators such as SEBI, IRDAI to transfer more and more surplus back to the government.


We talk about how the government is trying to meet its fiscal deficit by looking at the non-tax side of the revenue mix.


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