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Transfin. Podcast E14: Jio Saavn, GDP Redux, OPEC Plus

Professor of Financial Economics and Part-time Value Investor, Transfin.
Dec 7, 2018 9:45 AM 2 min read


We like to talk Business and Finance. Figured we should do it for a living.  


One week in and Spotify faces its first Contender. Macro themes otherwise dominate:

How JioSaavn Makes Music Streaming an Open Game


Earlier this year, Reliance Jio acquired Saavan. The two are now integrating to launch JioSaavn app - a music streaming platform. We talk about how this integration could change the dynamics of the India music streaming landscape, which awaits the advent of Spotify.  


The GDP Back-series Conundrum, Q1 Numbers and More


With the announcement of the GDP data for Q2 and the Central Statistics Office (CSO) recently recalibrating, and in a way downgrading the GDP growth figures for the 2006-2012 UPA era, the economic metric has witnessed a lot of backlash. We attempt to understand the re-calculation of the back series and the following redux in growth.   


Qatar Exiting OPEC and Does it Really Matter?


News of Qatar leaving the OPEC has been a moving piece of narrative through the week. We discuss what impact this move could have on  global geopolitics. 


Cherry on Top: How WhatsApp Payments Makes the Likes of Paytm etc. Nervous?


We speak about how entry of WhatsApp payments will impact the payments space in India.


On a related note, do check out:

Spotify's entry into India (listen in from 0.55-5.23):
India's New GDP Series: Understanding The Reduced Growth Rate Under the UPA Govt:
Qatar Exiting OPEC & Understanding the Causes and Plausible Implications to Global Crude Oil: 


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