Latest Aadani Podcast Episodes
Will budget 2022 drive economy out of pandemic slump?
All Things Markets - February 03, 2022 02:59 - 23 minutes ★★★★★ - 1 ratingThe government’s fiscal policy since the pandemic began has prioritised growth and fiscal transparency over fiscal consolidation. The Budget 2022 presented by finance minister Nirmala Sitharaman just did that. However, macro risks of executing the budget proposals remain a key concern among inves...
What are big risks that may derail markets rally in 2022?
All Things Markets - January 06, 2022 02:09 - 21 minutes ★★★★★ - 1 ratingWhile 2021 was all about growth and recovery, the focus of central bankers across the world has shifted towards inflation and monetary policy normalization given the context of US Fed Tapering and potential hardening of interest rates in 2022. So, will these worries amid rising Omicron variant o...
Which way will stock markets swing in 2022?
All Things Markets - December 30, 2021 03:30 - 27 minutes ★★★★★ - 1 ratingIndian equities are ending 2021 with over 20% gains outperforming other peers in emerging markets. Despite the brutal second wave of covid and rising inflation, markets hit record highs multiple times during the year led by factors such as decline in covid cases in the second half of the year, a ...
Will home prices correct in 2022?
All Things Markets - December 16, 2021 03:00 - 20 minutes ★★★★★ - 1 ratingThe real estate sector made a smart recovery despite the pandemic in 2021 with segments like residential outperforming. After facing a series of structural reforms like demonetisation, GST and RERA during the last decade, the pandemic was another blow for the real estate sector. But the sector is...
As volatility grips markets which way will stocks swing?
All Things Markets - December 09, 2021 03:26 - 23 minutes ★★★★★ - 1 ratingMarkets have entered into an extremely volatile phase. The Nifty ended its six-month winning streak in November, ending 4% lower, pulling back 8% from the record highs of October. Much of the market anxiety is led by global factors but a big fundraise in the primary market also had put some pres...
How discount brokerages disrupted pricing strategy
All Things Markets - December 02, 2021 03:30 - 14 minutes ★★★★★ - 1 ratingAs Indian markets have seen a robust increase in trading volume with equities hitting record high multiple times post-pandemic, brokerage firms have made great business. Bank-brokerages reported a strong uptick in earnings in the last fiscal but The retail broking segment has seen a significan...
How to apply quant strategies in market trading?
All Things Markets - November 18, 2021 02:38 - 23 minutes ★★★★★ - 1 ratingDo you know modern technology and mathematical computations can make trading decision for profit by breaking down very complex data and eliminating the emotional decision-making that can occur during trading. That’s called Quantitative trading or quant strategy of trading. Quantitative traders t...
Should you invest in realty stocks after stellar rally?
All Things Markets - November 11, 2021 03:31 - 19 minutes ★★★★★ - 1 ratingPost pandemic, re-rating of real estate stocks has surprised markets as Nifty Realty index has outperformed the midcaps by more than 60% in the past year. The pandemic played a catalyst in accelerating market share gains into the hands of organised real estate players. Boosted by economic recover...
Markets top bets post Diwali in Samvat 2078
All Things Markets - November 04, 2021 02:30 - 23 minutes ★★★★★ - 1 ratingMint and HT Smartcast wish all our listeners a happy Diwali and a prosperous New Year. Markets have ended the year Samvat 2077 with best gains in 13 years despite covid led lockdowns and uncertainties which had deterred economic growth. Riding on abundant liquidity, investors made nearly 40% pro...
Is time to be cautious on Indian markets as valuations rise?
All Things Markets - October 28, 2021 03:30 - 20 minutes ★★★★★ - 1 ratingGlobal analysts are raising red flags on India’s equity performance. They are gradually becoming uncomfortable about steep valuations and hence are cautious about the allocation of funds despite India outperforming global peers in 2021 so far. Recently, a BofA survey showed global fund managers a...
How critical are Q2 earnings as liquidity normalisation set to start
All Things Markets - October 21, 2021 03:00 - 22 minutes ★★★★★ - 1 ratingInvestors are eagerly watching company results to see whether earnings growth justifies share-price gains during the sizzling stock-market rally this year. Companies are facing rising investor expectations going into the second-quarter earnings season as the Indian markets have outperformed globa...
How will RBI monetary policy impact equities and bonds?
All Things Markets - October 14, 2021 03:30 - 20 minutes ★★★★★ - 1 ratingIn what is being perceived as a tapering signal, the RBI suspended the bond purchase programme, G-Sec Acquisition Program (G-SAP), after Rs 2.37 trillion purchases in first half of FY22. The monetary policy committee (MPC) kept its policy rates and accommodative stance unchanged but did not annou...
Will super rally in Indian markets last long?
All Things Markets - September 30, 2021 06:04 - 24 minutes ★★★★★ - 1 ratingRiding widespread optimism, Indian markets have been scaling fresh record highs as the Sensex hit 60000. Indian markets have been rising in most days of September despite periodic nervousness around China’s Evergrande debt defaults cascading to a global crisis and US Federal Reserve rate tapering...
What are blank cheque companies?
All Things Markets - September 23, 2021 04:06 - 22 minutes ★★★★★ - 1 ratingWhat if I tell you: Shell companies with no commercial operations are formed to raise capital through an IPO for acquiring an existing company. What if I also tell you that even retail investors can invest in these blank cheque companies. Well, I am talking about Special Purpose Acquisition Compa...
Where are the ultra-rich investing post pandemic?
All Things Markets - September 16, 2021 04:03 - 17 minutes ★★★★★ - 1 ratingAs stock markets beat the pandemic blues, investor wealth ballooned in a period when most businesses were struggling due to challenges posed by lockdowns amid loss of income. With limited options to spend due to no travel and stay-at-home guidelines, a gush of fresh money found its way to stock m...
Why were Q1 corporate earnings skewed?
All Things Markets - September 02, 2021 03:30 - 22 minutes ★★★★★ - 1 ratingCorporate earnings in first-quarter showed skewed growth in select sectors. Companies benefited from low base, posting better earnings in Q1 compared to last year but sequentially earnings showed contraction as margin pressure intensified with high input prices and reversal of cost rationalisatio...
Warning bells! Will markets skid 10% now?
All Things Markets - August 26, 2021 03:32 - 18 minutes ★★★★★ - 1 ratingDespite the stock markets hitting record highs this year, some investors have turned cautious on equities. In fact, BofA Securities have warned that a correction is likely in the near term. Analysis of past bull and bear phases of Indian stock markets show after a rally of about 75 weeks with an...
Markets at dizzy heights: What's next now?
All Things Markets - August 19, 2021 03:30 - 18 minutes ★★★★★ - 1 ratingAlthough 2021 showed a promising start, new variants are leading to renewed covid19 waves and lockdowns in many Asian countries. Still, equity markets continue to surge, while in India, markets have been hitting record highs. As stock consistently makes new life highs defying elevated valuations,...
Will big ticket loans disrupt banking sector now?
All Things Markets - August 12, 2021 03:30 - 15 minutes ★★★★★ - 1 ratingWhile fresh slippage has spiked across banks, sluggish disbursements have further resulted in muted trends in loan growth, particularly in Retail showed an analysis of June quarter results. Although, deposit growth remains healthy, NII growth has been subdued. Banks are carrying additional provis...
Which IT stocks looks best post Q1 earnings?
All Things Markets - August 05, 2021 03:32 - 13 minutes ★★★★★ - 1 rating1QFY22 has been one of the best quarterly performances by Indian IT services companies, with sequential revenue growth of 4.5% in dollar terms. Mid-tier IT companies have reported the highest ever growth during the quarter. There were strong deal wins, with one of the highest ever pipelines while...
How will IPOs impact liquidity of markets?
All Things Markets - July 22, 2021 03:59 - 15 minutes ★★★★★ - 1 ratingIndian companies raised over Rs 27000 crore through initial public offerings (IPOs) this year, the highest in at least a decade compared to six months of previous years, driven by gushing liquidity in capital markets and investor euphoria. Favourable market conditions have made it attractive for ...
Will steep crude prices hit Indian markets, corporate earnings?
All Things Markets - July 15, 2021 03:46 - 22 minutes ★★★★★ - 1 ratingOil prices climbed to $77.16 a barrel last week, its highest in nearly three years, as a result of a deadlock over the United Arab Emirates’ (UAE’s) production quota. Even as the spread of coronavirus variants and unequal access to vaccines threaten the global economic recovery, crude oil prices ...
Are Indian companies in a hurry to be ESG complaint?
All Things Markets - July 08, 2021 04:00 - 17 minutes ★★★★★ - 1 ratingIndian companies are racing to adopt environmental, social, and governance norms on rising pressure from investors and regulators. Wave of ESG focussed funds have hit India too. Domestic ESG funds AUM was at Rs 9800 crore in FY2021 with seven of 10 such funds launching post-June last year. Are c...
What are big risks for markets in second half of 2021?
All Things Markets - July 01, 2021 03:30 - 18 minutes ★★★★★ - 1 ratingThe pandemic crisis deteriorating in India especially in the last few months and delayed economic recovery due to localised lockdowns had very little impact on equities. Investors continued to pump money into equities, making it the best performing asset class in the first six months of 2021. Ho...
Will Fed rate tapering suck out liquidity from Indian markets?
All Things Markets - June 24, 2021 03:30 - 16 minutes ★★★★★ - 1 ratingThe US Federal Reserve's hint at raising interest rates by 2023 is feared to derail Indian markets rally with foreign flow getting drained out of emerging markets. The US central bank’s hawkish comments last week send markets worldwide in a sell-off mode. Federal Reserve officials held interest r...
Are bank stocks attractive bet now?
All Things Markets - June 17, 2021 03:30 - 21 minutes ★★★★★ - 1 ratingDomestic mutual funds are increasing their holdings in banks despite fears of bad loans amid the turbulence caused by pandemic. However, March quarter earnings of banks suggest that concerns over asset quality are less worrisome and second covid wave impact is likely to be manageable. As the cor...
Are RBI policy measures enough to drive faster economic recovery?
All Things Markets - June 10, 2021 03:30 - 20 minutes ★★★★★ - 1 ratingIn the last monetary policy review, the Reserve Bank of India left key interest rates unchanged as widely expected. The monetary policy stance remains accommodative, and the tone is explicitly dovish. It is quite evident that growth remains the policy priority for the central bank. The RBI has a...
Will GDP contraction impact investments in India?
All Things Markets - June 03, 2021 03:21 - 21 minutes ★★★★★ - 1 ratingThe economy contracted by 7.3% in FY21, its first contraction in four decades. India’s real GDP grew 1.6% in March quarter. Private consumption, which accounts for more than half of GDP, improved to 5-quarter high in March quarter. GDP for FY21 and fourth quarter indicated that unlocking of busin...
Mid & smallcap stocks drive BSE mcap to $3 trn: How long will rally last?
All Things Markets - May 27, 2021 03:41 - 22 minutes ★★★★★ - 1 ratingMarket valuation of all listed firms on the BSE touched $3 trillion for the first time, led by gains in smaller stocks. With small and midcap stocks outperforming benchmarks, investors seem to be shifting to the riskier segment. How risky is this bet and how long are these stocks likely to rally...
Where are rich Indians investing in covid?
All Things Markets - May 20, 2021 03:30 - 24 minutes ★★★★★ - 1 ratingDespite the challenges due to covid, biggest rich Indians have seen an increase in wealth. A stock markets boom, driven partly by quantitative easing, and flurry of new listings have created wealth for some, much more than perhaps could have been expected in a year so badly disrupted by covid. ...
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