Latest Aadani Podcast Episodes
41: Smallcap stocks on fire post Sebi norm: Will this rally sustain?
All Things Markets - September 17, 2020 03:30 - 16 minutes ★★★★★ - 1 ratingOn September 11, market regulator SEBI has made it mandatory for multi-cap schemes to have at least 25% holding each in large-, mid- and small-cap stocks. Investors are expecting a strong rally in small and midcap stocks led by mutual fund buying after SEBI’s allocation mandate. Will this rally ...
40: Will rally last as stock markets run ahead of fundamentals?
All Things Markets - September 10, 2020 04:18 - 16 minutes ★★★★★ - 1 ratingContrasting data signals from economy and corporates are stocking fears that the stock markets rally may not be sustainable. Though fund managers and analysts are still reluctant to declare the rally to have entered bubble territory, Indian markets have become most expensive since the Global Fina...
40: Will rally last as stock markets run ahead of fundamentals?
All Things Markets - September 10, 2020 04:18 - 14 minutes ★★★★★ - 1 ratingContrasting data signals from economy and corporates are stocking fears that the stock markets rally may not be sustainable. Though fund managers and analysts are still reluctant to declare the rally to have entered bubble territory, Indian markets have become most expensive since the Global Fin...
39: How will Sebi's new margin rule impact stock trading?
All Things Markets - September 03, 2020 03:59 - 15 minutes ★★★★★ - 1 ratingMarkets watchdog SEBI has made two major regulatory changes from 1 September: the method of pledging stocks, and upfront margin requirements. But, according to broker body ANMI, brokerage firms and individual big brokers are not fully ready to adapt to the robust change. To understand how transa...
38: Are markets complacent about risks post 50% rallies from lows ?
All Things Markets - August 27, 2020 03:30 - 14 minutes ★★★★★ - 1 ratingThe India volatility index (VIX) or fear index has cooled off drastically from the March highs and is hovering around six-month low. Join Nasrin and Chandan Tapadia as they analyse the index and trends in this episode. Tune in for more...
37: Why are millennials enthusiastic about stock markets
All Things Markets - August 20, 2020 03:30 - 17 minutes ★★★★★ - 1 ratingMillions of young Indians are dabbling in stocks for the first time as they remain stuck at home, with many of them trying their hands at trading shares to boost income amid pay cuts and job losses. Sebi data showed that investors opened a record 2.4 million demat accounts in the three months af...
36: Growing retail participation in stock markets in India
All Things Markets - August 20, 2020 03:30 - 17 minutes ★★★★★ - 1 ratingSebi data showed that investors opened a record 2.4 million Demat accounts in the three months after a lockdown in March or 5.6% of the total number of such accounts, reflecting the growing retail participation in stock markets. In the six months ended June, 3.9 million accounts were added, tota...
35: What led to equity mutual funds crash in July?
All Things Markets - August 13, 2020 03:34 - 18 minutes ★★★★★ - 1 ratingIn July equity mutual funds saw a net monthly outflow for the first time in more than four years as investors booked profits after a sharp rally in markets while some worried about the recent exuberance in stock prices ploughed the money back into safer assets such as gold funds. July saw a net...
34: What do Q1 earnings indicate about macros and markets
All Things Markets - August 06, 2020 03:30 - 16 minutes ★★★★★ - 1 ratingFew better-than-estimated June quarterly earnings have bolstered hopes that Indian companies may recover faster than previously expected. Management commentaries suggest companies are implementing cost rationalization measures across key sectors to protect EBITDA margins and the bottom line give...
34: What do Q1 earnings indicate about macros and markets
All Things Markets - August 06, 2020 03:30 - 18 minutes ★★★★★ - 1 ratingFew better-than-estimated June quarterly earnings have bolstered hopes that Indian companies may recover faster than previously expected. Management commentaries suggest companies are implementing cost rationalization measures across key sectors to protect EBITDA margins and the bottom line given...
33: Capital markets fundraising heats up post covid-19 pause.
All Things Markets - July 30, 2020 03:59 - 16 minutes ★★★★★ - 1 ratingDespite the covid-19-led disruptions, India Inc raised Rs 1.04 trillion from the capital markets between January and June. The fundraising activity was dominated by Reliance Industries’ mega Rs 53,124.20 rights issue in May, which was oversubscribed 1.6 times. Going forward, there are couple of ...
32: Gold prices rise over Rs 50000: Will rally last?
All Things Markets - July 23, 2020 03:30 - 13 minutes ★★★★★ - 1 ratingIndian spot gold prices surged over Rs 50,000 per 10 gram for the first time ever on Wednesday. Investors have embraced gold in 2020 as a key portfolio hedging strategy. Gold had a remarkable performance in the first half of 2020, increasing by 16.8% in US-dollar terms and significantly outperfo...
31: Equity MF inflows plunge 96% in June: Should markets worry?
All Things Markets - July 16, 2020 03:30 - 16 minutes ★★★★★ - 1 ratingInflows into equity mutual fund schemes almost got completely wiped out in June while redemption pressure also intensified. June equity mutual fund inflows plunged to 51-month low to Rs 240.55 crore which is nearly 96% fall from May, or lowest since March 2016. Inflows through SIP also slipped b...
30: Asian equities offer stronger growth opportunities: DBS Bank
All Things Markets - July 09, 2020 03:31 - 16 minutes ★★★★★ - 1 ratingDBS Bank is constructive on emerging market equities, with emphasis on Asia excluding-Japan; driven by recovery in corporate earnings outlook, secular trends on domestic consumption, and supportive valuations. In an interview with Mint’s Nasrin Sultana, Hou Wey Fook, Chief Investment Officer, DB...
29: Will India-China dispute hit pharma companies?
All Things Markets - July 02, 2020 03:30 - 12 minutes ★★★★★ - 1 ratingIn the fight against COVID-19, Indian pharmaceutical companies have made several announcements in recent months on treatments offering hope for patients while investors queued up to buy shares of these companies. However, India-China border dispute escalation may spell trouble for Indian pharma ...
28: Are stock markets insulated to India-China border clash?
All Things Markets - June 25, 2020 03:30 - 10 minutes ★★★★★ - 1 ratingAfter the covid-19 outbreak in India, challenges have just increased due to an escalation of the India-China border conflict. However, Indian markets have not reacted negatively so far. But how long will Indian markets rally last. Mint's Nasrin Sultana speaks to Sudhakar Shanbhag, Chief Investme...
27: DIIs money tapering off: Should markets worry?
All Things Markets - June 18, 2020 03:30 - 15 minutes ★★★★★ - 1 ratingCorporate earnings for March quarter have remained tepid and management commentaries highlight an uncertain near term outlook, mostly due to COVID-led disruptions. Despite the on-ground challenges, Indian markets have shown resilience to some extent pumped up by domestic institutional investors'...
26: Will Indian banks and financial sector be out of woods soon?
All Things Markets - June 11, 2020 03:30 - 14 minutes ★★★★★ - 1 ratingThe Indian economy is going through a turbulent phase. After the COVID-19 pandemic outbreak, banks and financial sectors are expected to bear the burden of the lower household income and weak businesses. Rising risks amid bad loans, higher provisioning are few challenges staring at the sector. S...
25: Will markets rally sustain as India unlocks post lockdown
All Things Markets - June 04, 2020 13:53 - 12 minutes ★★★★★ - 1 ratingAfter COVID-19 outbreak, markets around the world have been on a roller coaster ride falling sharply in the month of March. Indian corporate earnings have been weak while businesses are strategising to restart after lockdown relaxation.Where are the markets headed? And how is India insulated to ...
24: Why crash in crude oil prices is stoking recession fears
All Things Markets - March 12, 2020 08:00 - 12 minutes ★★★★★ - 1 ratingCrude oil fell by the most since 1991 on Monday after Saudi Arabia started a price war with Russia by slashing its selling prices and pledging to unleash its pent-up supply onto a market reeling from falling demand because of the coronavirus outbreak. Will lower crude prices help India improve i...
23: Covid 19 impact on India's macros and markets
All Things Markets - March 05, 2020 12:31 - 12 minutes ★★★★★ - 1 ratingCoronavirus outbreak has impacted markets worldwide. Recovery after the correction from the virus impact could also be slow and gradual, in line with the economic recovery. In an interview to Mint's Nasrin Sultana, Somnath Mukherjee, Managing Partner & Head - Products, Investment Strategy & Adv...
22: How will LIC IPO impact markets?
All Things Markets - February 27, 2020 13:02 - 11 minutes ★★★★★ - 1 ratingThe Indian government's proposed IPO of state-owned Life Insurance Corporation of India (LIC) may cause some disruption in markets, said Shyamsunder Bhat, CIO, Exide Life Insurance in an interview to Mint's Nasrin Sultana.
21: DDT relief makes InvITs unattractive?
All Things Markets - February 20, 2020 13:10 - 11 minutes ★★★★★ - 1 ratingInvITs pipeline is strong but conducive tax regime is key for the sector, says Shubham Jain, Senior Vice-President, ICRA in an interview to Mint's Nasrin Sultana. The recent announcements in union budget are expected to have a varied impact on InvITs.
20: Fear factor in markets: How will coronavirus impact India
All Things Markets - February 06, 2020 16:09 - 14 minutes ★★★★★ - 1 ratingGlobal investors, especially in Asia, are understandably anxious about coronavirus outbreak that originated in Wuhan, China. Markets with the greatest number of infections, namely China, Hong Kong and Taiwan, faced pressure when the outbreak began. There was also volatility and aggressive reactio...
20: Fear factor in markets: How will coronavirus impact India
All Things Markets - February 06, 2020 16:09 - 13 minutes ★★★★★ - 1 ratingGlobal investors, especially in Asia, are understandably anxious about coronavirus outbreak that originated in Wuhan, China. Markets with the greatest number of infections, namely China, Hong Kong and Taiwan, faced pressure when the outbreak began. There was also volatility and aggressive reacti...
19: What if budget 2020 disappoints for markets?
All Things Markets - January 30, 2020 11:29 - 13 minutes ★★★★★ - 1 ratingInvestors are awaiting the presentation of Union budget later this week with high hopes for a growth stimulus by the government even as concerns about a fiscal slippage has left them worried. A. Balasubramanian, MD and CEO, Aditya Birla Sun Life AMC speaks to Nasrin Sultana, Mint about what are ...
18: What will be in store for rupee in union budget
All Things Markets - January 24, 2020 10:55 - 12 minutes ★★★★★ - 1 ratingTwo major events union Budget and Reserve Bank of India's monetary policy review are staring at India's local currency. Ashok Gautam, ED and Treasury Head, IDBI Bank speaks to Nasrin Sultana, Mint shares his outlook on Indian rupee.
17: Is it time to buy smallcap stocks now?
All Things Markets - January 16, 2020 09:09 - 10 minutes ★★★★★ - 1 ratingDespite a dismal performance in last two years, buying smallcap stocks is seen as a prudent investment strategy. In an interview to Mint's Nasrin Sultana, S Naren, Executive Director and Chief Investment Officer, ICICI Prudential Mutual Fund said that smallcap stocks will outperform in three to ...
16: Dec quarter earnings unlikely to show any signs of green shoots
All Things Markets - January 09, 2020 09:11 - 12 minutes ★★★★★ - 1 ratingAn earnings recovery may continue to elude Indian companies in the December quarter due to weak sales growth, muted demand and, tight liquidity. However, cost control measures are expected to lead to an uptick in margins, while profits could be held up by the corporate tax cuts announced in Sept...
15: Key risks for stock markets in 2020
All Things Markets - January 02, 2020 22:05 - 13 minutes ★★★★★ - 1 ratingIndian equities are likely to continue the upward trend this year, despite major headwinds such as the economic slowdown and fiscal slippages. Mint's Nasrin Sultana speaks to Abhiram Eleswarapu, Head of India Equity Research, BNP Paribas on the big trends and risks for stock markets in 2020.
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