Latest Market price Podcast Episodes
133: As DHFL’s fate gets sealed, Piramal must guard against buyer’s remorse
Mark to Market - January 19, 2021 08:10 - 6 minutesDHFL’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.
132: Auto sector’s Q3 revival may be marred by higher input costs
Mark to Market - January 16, 2021 08:17 - 5 minutesAutomobile 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.
131: Why India sticks out as a sore thumb in debt flows
Mark to Market - January 14, 2021 10:03 - 6 minutesIt 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.
130: Avenue Supermarts’ Q3 is as normal as it can get despite the pandemic.
Mark to Market - January 12, 2021 08:33 - 6 minutesAvenue 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.
129: Bank shares’ rally needs a disclosure boost in Q3 performance
Mark to Market - January 09, 2021 06:49 - 5 minutesBanking 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.
128: The curious case of the two-fold jump in Info Edge shares.
Mark to Market - January 07, 2021 08:38 - 6 minutesShares 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.
127: Ford JV exit shows M&M’s auto troubles, although tractors may have its back
Mark to Market - January 05, 2021 08:05 - 5 minutesAfter forging several JV with Ford is the latest move in this regard. What are the implications? Listen in to find out.
126: Tale of two L&Ts, where value creation and destruction go hand in hand
Mark to Market - December 31, 2020 08:24 - 5 minutesLarsen & 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.
125: After a turbulent 2020, revival won’t be easy for aviation firms in new year
Mark to Market - December 29, 2020 09:46 - 5 minutesThe 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.
124: Weak dollar to remain a dominant theme for global equities in ’21 as well
Mark to Market - December 24, 2020 05:00 - 6 minutesThe 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.
123: DHFL’s resolution turning for the better, but there is risk of buyers remorse
Mark to Market - December 22, 2020 09:05 - 6 minutesWith 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.
122: Minutes reveal the hawkish side of RBI’s rate-setting committee
Mark to Market - December 19, 2020 09:43 - 6 minutesThe 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.
121: Emerging market equities the most preferred asset class among fund managers
Mark to Market - December 17, 2020 07:47 - 5 minutesGoing 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
120: TCS sees significant cloud opportunities but valuations leave no room for error
Mark to Market - December 15, 2020 05:52 - 5 minutesTata 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.
119: ITC stock gets some light finally but ESG concerns still loom
Mark to Market - December 10, 2020 09:29 - 5 minutesITC 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.
118: Flipkart IPO may ride piggyback on post-covid boom in e-commerce
Mark to Market - December 08, 2020 10:38 - 5 minutesA 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? Tu...
117: RBI unperturbed by liquidity yet, but odds for rate cuts lower
Mark to Market - December 05, 2020 06:57 - 5 minutesRBI 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.
116: Auto stocks cheer Nov sales data, but valuations leave less margin of safety
Mark to Market - December 03, 2020 08:17 - 5 minutesAuto 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.
115: L&T stock is out of slumber, but further upside depends on execution
Mark to Market - December 01, 2020 09:14 - 6 minutesL&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.
114: Why Nielsen data contradicts good Q2 show by listed FMCG firms
Mark to Market - November 28, 2020 08:34 - 6 minutesMarket 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
113: After slow IPO, Gland Pharma finds more takers in secondary markets
Mark to Market - November 26, 2020 08:22 - 6 minutesWhoever stuck their neck out in the Gland Pharma IPO is already sitting on decent gains. For an issue that offered full allotment for every application in the non-institutional category, it’s been among the best-performing IPOs for investors. Tune in here for more details.
112: Unexciting privatisation news flow keeps a check on BPCL shares
Mark to Market - November 24, 2020 08:46 - 6 minutesAbout a year ago, BPCL's shares had rallied to more than ₹500 on the back of hopes around its proposed privatization. But since then, the stock has lost about 20%. Tune in here to find out more about the BPCL stock.
111: India needs big promoter-led banks, and the RBI needs sharp sleuths to oversee them
Mark to Market - November 21, 2020 05:56 - 5 minutesBanking regulator RBI is likely to revisit the idea of allowing big industrial houses to enter the banking system. An internal working group has made some key recommendations which the regulator is likely to adopt. But before it gives out licences, the RBI may allow big NBFCs to turn themselves ...
110: DBS Bank India’s rescue of Lakshmi Vilas Bank shows RBI has learnt finesse
Mark to Market - November 19, 2020 08:01 - 5 minutesLakshmi Vilas Bank would be the third bank to get rescued by the RBI in a span of just a year. The fact that three banks went under highlights the unsavoury weak points of India’s banking system. What are the key takeaways? Listen in for details.
109: Aurobindo's US outlook improves but earnings may just be steady
Mark to Market - November 17, 2020 08:17 - 5 minutesInvestors are banking on Aurobindo’s US pharma revenues getting a boost on the back of improving injectable sales in the second quarter. But a part of that growth already seems to be reflecting in the stock price gains of about 86% in 2020. Find more details in this podcast. Listen in.
108: IndiGo top aviation stock globally, as vaccine adds fuel to valuations
Mark to Market - November 12, 2020 09:37 - 6 minutesIndigo’s stock leads global airlines in big valuation gains. Increasing daily traffic, market share gains and a vaccine in the works is making Indigo fly higher than its pre-covid levels. The gush of liquidity in the equity markets is not hurting either.
107: Divi’s Laboratories expansion plans raise hopes for its stock
Mark to Market - November 10, 2020 08:04 - 5 minutesDivi’s Laboratories stock has gained a whopping 83%. The firm’s capital expenditure plans has cheered investors. Its September quarter results too support the boost to valuations of the stock.
106: Gold loan lenders glitter, hope for growth to sustain
Mark to Market - November 07, 2020 08:14 - 6 minutesGold loan companies are reaping benefits of a rise in gold prices and demand for emergency finance amid a pandemic. Both Manappuram Finance and Muthoot Finance reported a rise in asset under management growth for the September quarter. But will volatile gold prices upset this healthy trend?
105: HDFC shows swift recovery from pandemic with an upbeat outlook
Mark to Market - November 03, 2020 08:45 - 6 minutesHDFC, India’s largest mortgage lender showed quick recovery from the impact of Covid-19 pandemic in the September quarter. Collections efficiencies are close to pre-covid levels. Loan disbursements are looking up. All the lender now needs is to sustain this momentum for its premium valuations t...
104: RIL factor makes Airtel shares lag behind, despite market share gains
Mark to Market - October 31, 2020 03:30 - 4 minutesBharti Airtel stock’s one-year returns stood at over 100% in mid-February. But since Reliance Industries began its relentless fund raising spree, things have turned adverse for Airtel. Airtel’s Q2 results have shown the company’s resilience but its shares still trail that of Reliance Industries....
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