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Mark to Market
5 minutes | Jan 19, 2021
133: As DHFL’s fate gets sealed, Piramal must guard against buyer’s remorse
DHFL’s acquisition would be a positive for Piramal Enterprises despite the short-term requirement of a large capital infusion. Even so, Piramal Enterprises must guard against buyer’s remorse as it sets to acquire DHFL. Why is that? Tune in here to find out.
4 minutes | Jan 16, 2021
132: Auto sector’s Q3 revival may be marred by higher input costs
Automobile companies have benefited from a strong festival season show. This is expected to reflect in the December quarter results but higher input costs could play spoilsport.
5 minutes | Jan 14, 2021
131: Why India sticks out as a sore thumb in debt flows
It has been 13 days into the New Year and some old trends are still playing out. One is that of dollar outflows from India’s bond markets. India’s equity market continues to see record dollar inflows but foreign investors are still exiting bonds. What gives? Tune in here to find out more.
5 minutes | Jan 12, 2021
130: Avenue Supermarts’ Q3 is as normal as it can get despite the pandemic.
Avenue Supermarts' is recovering at a faster pace than expected. Q3FY21 revenues grew by 10%, marking a reversal in the trend of revenue drop seen in the first half of FY21. Tune in here to find out more.
5 minutes | Jan 9, 2021
129: Bank shares’ rally needs a disclosure boost in Q3 performance
Banking shares have been one of the biggest gainers in the recent equity market rally. But can banks show the performance to justify the gains? December quarter results may show mostly healthy numbers but stress is still lurking in the balance sheets of lenders.
5 minutes | Jan 7, 2021
128: The curious case of the two-fold jump in Info Edge shares.
Shares of Info Edge (India) have risen about 11% so far in 2021, taking its rise compared to the lows of March to over 200%. Many analysts are struggling to justify valuations. What are the reasons behind the meteoric rise in the stock price? Tune in here to find out.
4 minutes | Jan 5, 2021
127: Ford JV exit shows M&M’s auto troubles, although tractors may have its back
After forging several JV with Ford is the latest move in this regard. What are the implications? Listen in to find out.
5 minutes | Dec 31, 2020
126: Tale of two L&Ts, where value creation and destruction go hand in hand
Larsen & Toubro Ltd's market cap is currently at Rs 1.8 trillion, the exact same levels as three years ago. Actually, things would have been far worse, but for the stellar performance of its IT services subsidiaries. Why is that? The details are in this podcast. Listen in.
5 minutes | Dec 29, 2020
125: After a turbulent 2020, revival won’t be easy for aviation firms in new year
The aviation sector has been among the worst hit in 2020. Will 2021 bring any respite? Tune in here to find out what the new year can bring for Indian airlines.
5 minutes | Dec 24, 2020
124: Weak dollar to remain a dominant theme for global equities in ’21 as well
The US government announced a stimulus package of $900 billion. While the jury is still out on whether this is enough to move the needle on recovery, it does pave the way for further US dollar weakness. Find out more about the US dollar outlook in this podcast.
5 minutes | Dec 22, 2020
123: DHFL’s resolution turning for the better, but there is risk of buyers remorse
With the final clutch of suitors competing intensely, the plot has turned in favor of DHFL's financial creditors. The valuation of DHFL has also gone up with revised bids. Listen in for more details on DHFL's resolution.
5 minutes | Dec 19, 2020
122: Minutes reveal the hawkish side of RBI’s rate-setting committee
The RBI’s rate-setting committee is worried over inflation far more than its statement on 6 December showed. Minutes of the meeting reveal that members are closely monitoring the elevated inflationary pressures.
5 minutes | Dec 17, 2020
121: Emerging market equities the most preferred asset class among fund managers
Going into 2021, emerging market (EM) equities are finding their lost charm again among investors. What is contributing to this rising popularity? What are the risks? Tune in here to find out more
5 minutes | Dec 15, 2020
120: TCS sees significant cloud opportunities but valuations leave no room for error
Tata Consultancy Services stock has been seeing a good run in 2020 and is pricing in new opportunities, including cloud technology. Even so, the TCS stock has risen over 25% compared to pre-covid highs in February and valuations are not inexpensive. For more details, listen in.
5 minutes | Dec 10, 2020
119: ITC stock gets some light finally but ESG concerns still loom
ITC shares have surpassed the psychological barrier of Rs200 per share this week. But will the momentum sustain given the ESG concerns? Listen in, to find out.
5 minutes | Dec 8, 2020
118: Flipkart IPO may ride piggyback on post-covid boom in e-commerce
A Mint report said Walmart is working towards an IPO for Flipkart, at a valuation of $40 billion. While the valuation seems like a stretch, note that share prices of some listed e-commerce firms in emerging markets have skyrocketed this year, helped by covid-19 led growth. But is that enough? Tune in to find out more.
5 minutes | Dec 5, 2020
117: RBI unperturbed by liquidity yet, but odds for rate cuts lower
RBI has left its policy rate and stance untouched in its latest meeting.Contrary to market expectation, it has not indicated a change in its liquidity stance either.While this has relieved markets, economists are calling it curtains down for rate cuts.
5 minutes | Dec 3, 2020
116: Auto stocks cheer Nov sales data, but valuations leave less margin of safety
Auto stocks have shown sharp gains in anticipation of positive data in November. Auto sales from passenger vehicles to commercial vehicles are growing fast and much of this is already priced in. It means that any negative surprises may hurt investor sentiment.
5 minutes | Dec 1, 2020
115: L&T stock is out of slumber, but further upside depends on execution
L&T’s shares have fired up off late? Investors are appreciating the firm’s efforts to deal with elevated debt and order inflows.Large order wins by the company have helped the stock but worries over margins remain.
5 minutes | Nov 28, 2020
114: Why Nielsen data contradicts good Q2 show by listed FMCG firms
Market research firm Nielsen predicts a mere 1.6% value growth for the FMCG sector for the September quarter.This goes against the aggregate growth reported by listed companies for the quarter. Who is right? Listen in to find out
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