Latest Market price Podcast Episodes
103: Axis Bank keeps provisioning spree but valuations reflect worry on asset quality
Mark to Market - October 29, 2020 08:18 - 5 minutesAxis Bank kept up with its cautious approach to asset quality in the September quarter notwithstanding encouraging signs of recovery in its balance sheet. Tune in to our podcast to find out more about the third largest private sector lender's performance last quarter.
102: Kotak Mahindra Bank shrinks loan book to stave off pandemic risk
Mark to Market - October 27, 2020 07:32 - 5 minutesKotak Mahindra Bank kept to its conservative approach amid a pandemic, choosing to shrink its loan book to stave off risk in the September quarter. To find the key trends during Q2, listen to our podcast here:
101: Take one for growth. RBI's new MPC bats for investment revival
Mark to Market - October 24, 2020 05:01 - 5 minutesRBI's newly minted rate-setting committee is looking beyond short-term boosts to growth. Minutes show that the MPC discussed the sovereign yield curve and its implications on investment. The focus was not limited to fixing the demand shock but of how to revive investments.
100: Bajaj Finance’s Q2 metrics show pandemic pain yet to lessen
Mark to Market - October 22, 2020 08:03 - 5 minutesConsumer lender Bajaj Finance's September quarter performance showed that recovery from the covid-19 pandemic could be sluggish and long drawn. Tune in to find out more.
99: Despite a sequential recovery in Q2, Avenue Supermart's results fall short
Mark to Market - October 20, 2020 07:37 - 5 minutesFor a stock that trades at an exorbitant multiple of 149 times trailing twelve-month earnings, Avenue Supermarts Ltd's September quarter results are a bit disappointing. Avenue, runs the DMart chain of retail stores, reported a 12% drop in revenues year-on-year. Listen in to our podcasts to find...
98: TCS, Infosys leave Accenture far behind on valuations
Mark to Market - October 17, 2020 07:19 - 5 minutesGlobal IT giant Accenture is double the size of India's largest IT company TCS. Yet Accenture's valuations are comparatively far modest. What explains this divergence? Indian investors are far more excited about the prospects of IT companies than in the US. The difference, it seems, lies in the ...
97: Post Covid, Infosys races ahead of TCS on revenue, profit growth
Mark to Market - October 15, 2020 05:38 - 5 minutesInfosys Ltd has been beating Tata Consultancy Services Ltd on growth metrics for a while now. Post-covid, the extent of outperformance has only increased. Listen in to our podcast to find out more details.
96: Government’s pre-festival gift may not boost consumption significantly
Mark to Market - October 13, 2020 07:05 - 5 minutesFinance minister Nirmala Sitharaman’s fiscal stimulus announcements in a press conference on Monday turned out to be a bit of a damp squib. What gives? Give our podcast a listen to find out more.
95: With a slew of measures, RBI's Das becomes the bond whisperer
Mark to Market - October 10, 2020 05:05 - 4 minutesThe RBI announced a series of measures on Friday that would give big benefits to the bond market. In fact, every prayer of the bond market got answered on Friday, even the silent ones. So what has the RBI done?
94: Bajaj Finance Q2 update shows EMI charm on consumption still pale
Mark to Market - October 08, 2020 07:11 - 5 minutesThe COVID-19 pandemic is said to have altered consumer behaviour drastically. For a consumer lender such as Bajaj Finance, the implications of this are already visible. Here's why. Tune in to our podcast by @PallaviPengonda to find out more.
93: As govt picks the bill for interest waiver, banks fret over credit culture
Mark to Market - October 06, 2020 06:45 - 5 minutesDistressed Indians may soon get a relief on compound interest charged on their loans during the six-month moratorium period if the Govt.'s proposal gets legal sanction. But the Nifty bank index rose only slightly on Monday. What explains the muted sentiments?
92: Embassy’s robust rental collections reflect resilience of high-end office properties
Mark to Market - October 03, 2020 08:01 - 5 minutesThe Embassy Office Parks real estate investment trust (REIT) has been performing well despite a post-covid world giving rise to the work from home culture. REITs such as Embassy Office Parks own, operate and finance real estate properties, mostly commercial real estate properties such as large o...
91: Why Mazagon Dock’s IPO has piqued retail investor interest
Mark to Market - October 01, 2020 07:43 - 5 minutesThe initial public offering of Mazagon Dock Shipbuilders Ltd has kindled more retail interest than UTI Asset Management's public offer. What gives? Listen in to @livemint_m2m podcast by @PallaviPengonda to find out more.
90: Comatose Lakshmi Vilas Bank needs a quick RBI prescription.
Mark to Market - September 29, 2020 11:00 - 5 minutesThe RBI needs to pick up the ball quickly and put in place a plan to revive Lakshmi Vilas Bank. Clearly, its prompt corrective action (PCA) hasn’t worked. So what is the best course of action? Tune in to find out the details.
89: Accenture’s healthy order wins underpins the optimism in IT stocks
Mark to Market - September 26, 2020 07:19 - 5 minutesThe latest results of the global IT company Accenture PLC has given reasons to cheer to the investors of Indian IT companies. Outsourcing is where Indian companies have a greater presence. Analysts believe that India’s IT firms are likely to see a good run in the coming quarters. Tune in and fin...
88: Jio, flush with capital, turns up the heat on Airtel, Voda-Idea
Mark to Market - September 24, 2020 08:37 - 6 minutesShares of Bharti Airtel fell about 8% on Wednesday. This is after Reliance Jio announced new tariff plans in the postpaid mobile services segment with a number of freebies. For more details on the impact on telcos, tune in here with Pallavi Pengonda.
87: With CAMS IPO, investors get a unique play on India’s mutual fund industry
Mark to Market - September 22, 2020 08:20 - 5 minutesAt the offer price, valuations of the CAMS stock may appear a bit stiff at about 35 times FY20 earnings. But given the current frenzy for initial public offerings (IPOs), the issue is expected to sail through. For more details on this IPO, do tune in here.
86: Despite near decade-low yields, RBI may need to binge on bonds
Mark to Market - September 19, 2020 07:28 - 5 minutesThe 10-year benchmark government bond yield is an important metric that is tracked by everyone in the markets. This 10-year bond yield has risen by 25 basis points to about 6% in the last two months. In other words, risk-free borrowing cost has gone up and has increased other borrowing costs. Tu...
85: Apollo Hospitals’ recovery from covid is encouraging, but its stock is pricey
Mark to Market - September 17, 2020 06:27 - 5 minutesApollo Hospitals Enterprises Ltd’s Q1FY21 revenue contraction is no surprise amid the pandemic. While the firm has done well on the cost front, the stock's pricey valuations seem to factor the brighter picture adequately. You can find more details by tuning in here
84: Investor hopes from Indian IT rise after HCL Tech’s earnings update
Mark to Market - September 15, 2020 07:48 - 5 minutesStocks of IT services companies got a shot in the arm after HCL Technologies Ltd surprised the Street with its pre-quarter earnings update. HCL’s better prospects raised hopes of an improvement in the entire industry’s performance in Q2. Unsurprisingly, HCL stock jumped by over 10% on Monday and...
83: Sales recover at Tata Motors, but skepticism runs deep for investors.
Mark to Market - September 12, 2020 03:30 - 5 minutesShares of Tata Motors continue to underperform the benchmark Nifty Auto index even as the company is seeing a meaningful recovery in sales. To find out more tune in with Aparna in this episode of Mark to Market on Tata Motors.
82: Unlike Jio, Silver Lake’s valuation for Reliance Retail isn’t gold-plated
Mark to Market - September 10, 2020 07:33 - 5 minutesAfter Reliance Industries Ltd (RIL) raised a record ₹1.5 trillion by selling stakes in Jio Platforms Ltd, expectations have been running high with regards to stake sales in the group’s retail venture. However, tech-focused private equity investor, Silver Lake, has valued Reliance Retail Venture...
81: Vodafone Idea’s new innings breathes fresh lease of life in Bharti Infratel stock
Mark to Market - September 08, 2020 08:51 - 5 minutesShares of Vodafone Idea have risen 40% while the Infratel stock has jumped 20% in value in the past five trading days. What explains? Tune in here for more details.
80: Page Industries' Q1 results fall short; doubts on growth recovery increasew
Mark to Market - September 05, 2020 06:33 - 5 minutesTill about two years ago, the Page Industries Ltd stock was a highly sought after one on the Street. The company’s shares had risen about 80 times in the ten-year period between August
79: Flat GST revenues put improved manufacturing data in the shade
Mark to Market - September 03, 2020 08:42 - 5 minutesSoon after the 24% decline in the GDP data for the June quarter, came the soothing manufacturing PMI reading for August. PMI bounced back to the expansion zone but the improvement looks pale in the backdrop of the stagnant GST revenues.
78: Reliance Retail preps for stake sale; puts scale and dominance on display
Mark to Market - September 01, 2020 06:20 - 5 minutesReliance Retail's plan to acquire a majority stake in Future Group companies adds immense scale to its business. It also appears that Reliance Retail is clearly being prepped for a grand stake sale. Tune in to our podcast to find out more.
77: Maruti Suzuki, Hero MotoCorp may lead August sales amid doubts on long term demand
Mark to Market - August 29, 2020 05:10 - 5 minutesAfter prolonged pain, things may be finally looking up for the auto industry. The passenger vehicle segment is expected to show modest growth for August after a contraction in the past couple of months. Analysts are projecting double-digit growth, partly helped by a favorable base effect. Two-wh...
76: Momentum investing is having its best time in India since 2008 crisis
Mark to Market - August 27, 2020 08:56 - 5 minutesMomentum is a thing. For investors using momentum investing strategies in India, things have gotten even better this year. The Nifty Alpha 50 index has risen 79% from its March lows. Tune in to find more here.
75: Punjab National Bank’s asset quality is on thin ice even with forbearance
Mark to Market - August 25, 2020 08:25 - 5 minutesPNB pleasantly surprised investors with a net profit of ₹300 crore for Q1FY21. But there are two signs that show PNB may have a tough time hacking down its bad loans despite forbearance. Tune in to Mint's Mark to Market podcast to find out the details.
74: Value style or growth style? Money chasing even stocks with shaky fundamentals
Mark to Market - August 22, 2020 04:21 - 5 minutesThe value style of investing has emerged as a winner, beating the growth style hands down. While value stocks are having their day in the sun, firms with sound business models provide a shield to investors during a crisis and beyond. Tune in to find out ...
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