Latest Aadani Podcast Episodes
Impact of second wave on economy and India's sovereign rating
All Things Markets - May 13, 2021 03:31 - 23 minutes ★★★★★ - 1 ratingStricter restrictions imposed by states to check the spread of covid-19 has hurt mobility in the country, and various assessments indicate, that could deepen the economic impact in the coming weeks. Mobility indicators such as Google retail & recreation and Apple driving index have dropped signif...
How long will domestic liquidity support markets amid health crisis
All Things Markets - May 06, 2021 03:41 - 18 minutes ★★★★★ - 1 ratingWith the grim covid situation India’s sensitivity to global liquidity is a risk for market condition. The pandemic and a slowdown of foreign institutional investors or FII to India is exposing markets vulnerability. In April, FII outflows from Indian equities were at $1.5b after six consecutive m...
Will second wave delay earnings recovery in FY22?
All Things Markets - April 29, 2021 03:30 - 21 minutes ★★★★★ - 1 ratingPandemic stress and subsequent regional lockdown have not yet curbed the markets’ optimism for FY22 earnings. However, localized restrictions are expected to lead to some downward revisions in earnings, but that could be limited as large corporates are better prepared this time. A large economic ...
Will covid second wave have limited economic impact?
All Things Markets - April 22, 2021 03:30 - 20 minutes ★★★★★ - 1 ratingAs more states are imposing stricter restrictions to control covid, mobility in the country is impacted. Even as ramp up in vaccination programme amid the brutal second wave in India may see a limited economic impact, there is a fear that lockdowns will slow down business activities and will lowe...
Will covid second wave end bull market in India?
All Things Markets - April 15, 2021 03:30 - 15 minutes ★★★★★ - 1 ratingThere is a growing concern about the rise of covid cases and the second wave engulfing the country. Markets have lost around 8-9% from record highs touched in February while foreign institutional investors (FIIs) have turned net sellers of Indian equities first time in seven months. As more state...
How are midcaps poised for in FY22?
All Things Markets - April 01, 2021 01:30 - 18 minutes ★★★★★ - 1 ratingFrom lows hit in March last year after lockdown, small and midcap stocks outpaced Sensex which has gained over 70% in the period. Earlier in 2017, small stocks had a robust rally leading to losses in following year as stocks with no fundamental support lost steam while valuations peak. But the ti...
How will FDI hike in insurance sector benefit companies?
All Things Markets - March 25, 2021 02:30 - 16 minutes ★★★★★ - 1 ratingThe Insurance Amendment Bill 2021 is passed by parliament to increase FDI limit in the insurance sector to 74% from the current cap of 49%. Besides, country’s biggest insurance company LIC is gearing up to launch its IPO soon. LIC is also the biggest DII which invest directly into equities. So, t...
What does Sebi's new restriction norm on AT1 bond mean?
All Things Markets - March 18, 2021 03:30 - 14 minutes ★★★★★ - 1 ratingMarket regulator Sebi has asked mutual fund houses to restrict the exposure to additional Tier I and II (AT1 and AT2) bonds. This directive comes after write-offs in such bonds issued by two banks in the past year had hit investors. The Department of Financial Services had written to Sebi to with...
Can you make money by investing in ESG funds?
All Things Markets - March 11, 2021 03:44 - 28 minutes ★★★★★ - 1 ratingSustainable funds showed resilience during the covid pandemic market sell-off. Driven by growing investor interest in environmental, social, and governance issues, the global sustainable fund universe pulled in around $45.6 billion in the first quarter of 2020. The last three years have seen a st...
Will infra spending in FY22 face implementation hurdles ?
All Things Markets - March 11, 2021 03:37 - 22 minutes ★★★★★ - 1 ratingIn the budget for FY22, the government has made around 34% higher allocation to infrastructure development. The government has expanded its ‘National Infrastructure Pipeline’ to cover more projects, while also setting up a new development finance institution. The government is looking to monetize...
61: Top sectors for markets to bet on in FY22.
All Things Markets - February 25, 2021 03:52 - 20 minutes ★★★★★ - 1 ratingAfter a blockbuster rally following the budget, markets is losing sheen. Most recently, there are fresh concerns over rising number of covid cases leading to fears of a deeper impact on economy. Adding to those uncertainties is the fear of rising global inflationary risks as crude prices have be...
60: What are markets’ big focus post budget & Q3 earnings?
All Things Markets - February 18, 2021 03:30 - 16 minutes ★★★★★ - 1 ratingCorporate earnings grew at a robust pace in the December quarter even as the overall economy has not yet completely recovered from the brutal covid blow. Now that q3 earnings session is almost over and the Union budget for FY22 is behind us, the key question is what are stock markets focusing on...
59: What does Budget 2021 hold for banks?
All Things Markets - February 04, 2021 03:12 - 18 minutes ★★★★★ - 1 ratingThe Indian Budget for FY22 marks a clear change in the government stance from being fiscal conservative to growth focussed. Higher expenditure is geared towards capex while the govt seems committed to reforms like strategic disinvestment including PSU Banks, higher FDI in insurance, and most imp...
58: What will markets watch out for in Budget 2021?
All Things Markets - January 28, 2021 03:30 - 19 minutes ★★★★★ - 1 ratingWith the Indian economy set to contract in FY21 and fiscal deficit to rise due to covid induced pain what are the big announcements markets are expecting from the FM this year. Analysts say that the key focus of government in this budget would remain on growth with a clear focus on capex revival...
57: How is FM likely to tackle fiscal deficit in budget ?
All Things Markets - January 21, 2021 03:38 - 16 minutes ★★★★★ - 1 ratingThe fiscal trend during FY21 turned a corner in the October-December quarter with sequential improvement in revenues, particularly in GST and income tax collection, alongside already-elevated excise duty collections helped by higher petroleum taxes. With pandemic risks largely capped for now, In...
56: Will 2021 see more earnings upgrades?
All Things Markets - January 14, 2021 03:30 - 18 minutes ★★★★★ - 1 ratingIndia Inc. is expected to stay on the earnings growth path supported by the festive season and a revival in economic activity from the sluggishness when the country faced tighter pandemic-related curbs. The profit bounce in most companies is also likely to be driven by aggressive cost cuts and t...
55: What are big trends to watch out for markets in 2021?
All Things Markets - January 07, 2021 03:05 - 19 minutes ★★★★★ - 1 ratingThe year 2021 is expected to be a better one for markets with likely strong recovery in both economy and earnings compared to a covid-hit 2020. Markets have not only recovered from over a 20% slump in March last year but also hit record highs multiple times in 2020. Both the BSE Sensex and Nift...
54: Will Indian rupee hit 80 a dollar in 2021?
All Things Markets - December 31, 2020 03:30 - 17 minutes ★★★★★ - 1 ratingThe year 2020 has been historically a tough year as the pandemic struck economies in an unprecedented way. The volatility and uncertainty sparked by COVID-19 pushed Indian rupee to hit a record high of 76.90 against the dollar, but the infusion of excess liquidity by both government and central ...
53: Will foreign money continue to drive markets in 2021?
All Things Markets - December 24, 2020 04:58 - 17 minutes ★★★★★ - 1 ratingDespite the serious impact of the covid-19 pandemic on the Indian and global economy, the year 2020 is ending on a positive note for stock markets investors. Markets are at a new high as we are set to enter 2021. However, it is a foreign liquidity-driven rally and how long will this rally last i...
52: How will mid and smallcap stocks perform in 2021 ?
All Things Markets - December 10, 2020 05:43 - 17 minutes ★★★★★ - 1 ratingAs overall markets gained massively from the March lows, mid and smallcap stocks saw a blockbuster rally in the last nine months after covid outbreak. After the markets crashed in March, BSE Smallcap index rallied 97% and BSE Midcap jumped 81% outpacing both Sensex and Nifty which have gained ar...
51: Are Indian markets out of woods yet?
All Things Markets - December 03, 2020 03:30 - 15 minutes ★★★★★ - 1 ratingSo what is in store for markets in 2021? Of course, much will depend on progress toward a vaccine and other efforts to mitigate the health crisis but what are markets staring at in the year ahead. As Indian markets rallied over 70% from March lows riding on foreign money, the question is are we...
50: Big hits and misses of September quarter earnings.
All Things Markets - November 26, 2020 03:32 - 18 minutes ★★★★★ - 1 ratingThe Sep-quarter corporate earnings was better-than-expected. Adjusted net profit growth turned positive in July-September after a year-long slump as consumers shrugged off the pandemic to deliver a surprise rebound in consumption.Besides costs declining dramatically, operating margins expanded a...
49: What does oversupply of foreign money mean for Indian markets?
All Things Markets - November 19, 2020 03:58 - 21 minutes ★★★★★ - 1 ratingAs markets staged a massive recovery post covid lows global brokerage firms have started raising their targets for Indian markets reiterating their bullish stance. Global brokerage firms such as Morgan Stanley, Goldman Sachs and Nomura feel that the Indian markets have more legs to the rally as ...
48: Diwali special: Key things to watch out for in Samvat 2077
All Things Markets - November 12, 2020 03:04 - 19 minutes ★★★★★ - 1 ratingEquity markets had a historical journey in Samvat 2076, as it marked a year of huge volatility, unpredictability, pessimism and divergence. The markets touched an all-time high in January and then crashed to three year low in March as COVID-19 pandemic gripped the whole world, becoming one of th...
47: Will Diwali purchases spike gold demand in India?
All Things Markets - November 05, 2020 03:30 - 18 minutes ★★★★★ - 1 ratingDemand for gold dropped to 892 tons in July-September period, as consumers and investors continued to battle the effects of the global pandemic. Although jewelry demand improved from the previous three months record low, the combination of continued social restrictions, economic slowdown and a h...
46: Infosys vs TCS: What’s the top bet in IT sector?
All Things Markets - October 22, 2020 02:46 - 17 minutes ★★★★★ - 1 ratingIn September quarter, IT companies saw demand normalize as their deal pipelines largely returned to pre-covid levels. Led by strong Q2 execution, Infosys raised constant currency revenue growth guidance to 2 -3% for FY21. TCS surprised the street with stellar set of Q2 results. Not only that the...
45: Will govt's demand stimulus schemes help consumer companies?
All Things Markets - October 14, 2020 03:30 - 17 minutes ★★★★★ - 1 ratingIndian government announced fresh measures to spur demand and revive growth. Finance minister Nirmala Sitharaman on Monday announced a set of measures worth Rs 9,675 crore to boost consumer demand by front-loading some expenditure. The measures include LTC cash voucher scheme for central governm...
44: What are key risks threatening to halt Indian markets rally?
All Things Markets - October 08, 2020 03:35 - 17 minutes ★★★★★ - 1 ratingExpectations of better September quarter corporate earnings, improvement in domestic economic macro data, and strong global markets have improved investor sentiments. However, now negotiations are halted for additional US stimulus until after the election. Besides the US elections, Bihar electio...
43: Will retail flows sustain as markets turn choppy
All Things Markets - October 01, 2020 02:53 - 15 minutes ★★★★★ - 1 ratingThough markets have jumped about 50% from March lows boosting the confidence of the new or first-time investor, equities have run into choppy water now with Q2 earnings just round the corner, rise in number of COVID-19 cases and the US elections which may impact global markets and fund flows int...
42: How will US Presidential election impact markets?
All Things Markets - September 24, 2020 03:30 - 12 minutes ★★★★★ - 1 ratingWith the US presidential elections around the corner, Nasrin is in conversation with Gaurav Misra, senior fund manager at Mirae Asset Investment Managers on the potential impact of the US elections on emerging markets particularly India. Tune in for more
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