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Transfin. Podcast E18: Brextinct, Breaking Bad, Hotflix

Professor of Financial Economics and Part-time Value Investor, Transfin.
Jan 17, 2019 11:36 AM 1 min read


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


Jet troubles, India eases, Germany slows down. But we rather talk of:


With Theresa May's Brexit Plan Out...What Next? 


Theresa May on Tuesday tabled her Brexit Deal which was turned down by the British Parliament by an overwhelming 432-202 votes against her. Following the historic defeat, a no-confidence motion was tabled against May by the leader of the opposition Labour Party, Jeremy Corbyn. As she survives the motion, we discuss what awaits May's rather ambitious and much delayed Brexit deal. 


Did Huawei's Woes Push China to Seek Retribution? 


The present narrative in China is nothing less than the plot for a Spielberg movie. The Chinese court recently sentenced a Canadian man who appealed his 15-year prison sentence for drug smuggling to death. The sentencing was rather quick and could be considered a hit back from the Chinese government after Canada last month arrested Huawei’s CFO Meng Wanzhou in Vancouver. We do a deep dive into the ongoing geo-political turbulence. 


Hotstar Digs in Original Programming. But to What Extent?  


Hotstar is unleashing a INR120cr war-chest to generate ‘original content’. We talk about how a foray into original content could be an attempt by Hotstar to hedge itself against any potential business risk profile due to the dearth of original programming and limited access to distribution rights. 


Also: The Fabulously Useless Share Price Chart of Jet Airways here.


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