Latest Market price Podcast Episodes
44: RBI wants bank promoters to learn to let go
Mark to Market - June 15, 2020 08:00 - 5 minutesThe Reserve Bank of India has proposed changes that seek to strengthen the governance in India’s private sector banks. The regulator wants the tenure of whole-time directors and chief executives of a bank to have a ceiling. For an executive who is also the promoter of the bank, the tenure limit...
43: What the change in management means for the Godrej Consumer stock
Mark to Market - June 11, 2020 08:29 - 5 minutesThe Godrej Consumer stock declined by 4% on Wednesday, making it the biggest loser in the Nifty FMCG index. Investors evidently don't like the management change announcement. Listen in to find out more.
42: Will Uday Kotak’s luck rub off the Hindujas for IndusInd Bank?
Mark to Market - June 09, 2020 08:54 - 5 minutesShares of IndusInd Bank rose more than 7% on Monday, making it the biggest gainer in the Nifty bank index. Why is there a sudden optimism with this stock? The main reason is that the bank’s promoters, the Hinduja Group want to increase their stake from the current 14.68% to at least 26%. True, a...
41: SBI brings a ray of hope amid a despondent pandemic, Is it overconfident?
Mark to Market - June 06, 2020 09:30 - 5 minutesIndia’s largest lender, State Bank of India sounded optimistic on delinquencies in a year when every other bank is predicting a surge in bad assets. The coronavirus pandemic is expected to increase unemployment and push many small businesses into bankruptcy. That pain is sure to be reflected in S...
41: SBI brings a ray of hope amid a despondent pandemic, Is it overconfident?
Mark to Market - June 06, 2020 09:30 - 5 minutesIndia’s largest lender, State Bank of India sounded optimistic on delinquencies in a year when every other bank is predicting a surge in bad assets. The coronavirus pandemic is expected to increase unemployment and push many small businesses into bankruptcy. That pain is sure to be reflected in ...
40: Liquidity gush drives markets past mount 10k
Mark to Market - June 04, 2020 07:19 - 5 minutesIn the week that global rating agency Moody’s downgraded India’s rating, the Nifty 50 index has reclaimed the 10000 marks. The index is now almost 33% higher since its lows on the day the first lockdown was announced. What are the reasons for this optimism?
40: Liquidity gush drives markets past mount 10k
Mark to Market - June 04, 2020 07:19 - 5 minutesIn the week that global rating agency Moody’s downgraded India’s rating, the Nifty 50 index has reclaimed the 10000 marks. The index is now almost 33% higher since its lows on the day the first lockdown was announced. What are the reasons for this optimism?
39: Unlock 1 impact - supply to improve but demand pickup could be slower
Mark to Market - June 02, 2020 07:23 - 5 minutesAfter a little over two months, the withdrawal of the government of India’s strictest lockdown has brought cheer to the equity markets. The Nifty 50 index increased by about 2.6% on Monday. The lockdown hit businesses hard in April and May. So what is the impact of Unlock 1? Well, much of the re...
38: Pharmaceuticals are shining amid the pandemic. No prizes for guessing why
Mark to Market - May 30, 2020 09:32 - 5 minutesPharmaceutical companies have been a bright spot amid a general gloom during this COVID-19 pandemic. The Nifty Pharma has been the top-performing index in 2020. It has given a 20% return this year at a time when all other sector indices are giving negative returns. It is not because they have fo...
37: India's banks want capital. Who will succeed in getting it?
Mark to Market - May 28, 2020 10:57 - 5 minutesThe lockdown imposed to curb the spread of COVID-19 pandemic has meant that borrowers are unable to repay their loan instalments on time. Banks have given a six months moratorium but now the fear is that even after the moratorium is over, borrowers won’t be able to start paying their EMIs. To ab...
36: Why Bharti Telecom’s decision to retire debt is good news for Airtel investors
Mark to Market - May 26, 2020 14:25 - 5 minutesBharti Telecom, a promoter of Bharti Airtel, has sold 152 million shares for about Rs8,500 crore in a block deal on Tuesday. This will help Bharti Telecom repay its entire debt worth Rs8,500 crore. The shares were sold at a time when Airtel shares were at an all-time high. Airtel shares fell ove...
35: The RBI shield for the economy and whether it would work
Mark to Market - May 23, 2020 03:13 - 5 minutesThe RBI has reduced its policy rate by 40 basis points. It has extended the benefits of loan moratorium and working capital interest deferral to 31 August. In short, if you are a businessman, you still have more time to pay back your loan.
34: Tariff hikes help Bharti Airtel score massive market share gain against Jio
Mark to Market - May 21, 2020 07:54 - 5 minutesBharti Airtel and Jio’s March quarter results were strikingly different. There was hardly any sign of the December tariff hikes in Jio’s results. On the other hand, Bharti Airtel’s average revenue per user or ARPU expanded by 14% last quarter compared to Jio’s Arpu growth of a mere 1.7%. Airtel’...
34: Tariff hikes help Bharti Airtel score massive market share gain against Jio
Mark to Market - May 21, 2020 07:54 - 6 minutesBharti Airtel and Jio’s March quarter results were strikingly different. There was hardly any sign of the December tariff hikes in Jio’s results. On the other hand, Bharti Airtel’s average revenue per user or ARPU expanded by 14% last quarter compared to Jio’s Arpu growth of a mere 1.7%. Airtel’s...
33: Extension of lockdown, lack of fiscal support a double whammy for Indian aviation
Mark to Market - May 19, 2020 07:33 - 5 minutesFor airline companies, there is no help coming from the government. Smaller airlines such as SpiceJet are under far greater pressure with almost no cash to speak of before the lockdown began. On the other hand, IndiGo’s large cash pile is helpful in these times and puts it in the best place in t...
32: Maruti: a bellwether stock in the auto sector in spite of weak March quarter results
Mark to Market - May 16, 2020 07:48 - 6 minutesMaruti posted a weak March quarter performance, hit by COVID-19 pandemic and the lockdown. Sales and profits fell. Recovery is likely to take a few quarters, say analysts. Still, the stock trades at rich valuations. Tune in to know more.
31: Why the markets were lukewarm to the Rs. 20 trillion economic package
Mark to Market - May 14, 2020 06:59 - 5 minutesInitially, the Indian stock markets were excited about the Rs20 trillion economic package. In fact, the pre-opening rates had suggested a 5% jump in the markets. However, markets rose only 2% on Wednesday, with the initial excitement wearing off. In absolute terms, BSE’s total market cap rose Rs...
30: Why ICICI Bank’s Q4 results turned off investors?
Mark to Market - May 12, 2020 08:14 - 5 minutesICICI Bank shares have gained since the lockdown to prevent the spread of covid-19 pandemic was announced on 24 March. Much of this optimism is now being put to test with its March quarter not pleasing the market. For one, the net profit missed market estimates considerably. Secondly, the proble...
29: How GSK-HUL deal has ended up being a win-win for shareholders of both companies
Mark to Market - May 08, 2020 14:53 - 5 minutesIn December 2018, Hindustan Unilever (HUL) announced the acquisition of GSK Consumer. As part of the deal, in May 2020, GSK Consumer’s parent company disposed off HUL shares and this was done at a higher realisation compared to what it had anticipated it would receive in end 2018. The deal also ...
28: UPL sticks to debt repayment timeline, but COVID-19 concerns loom
Mark to Market - May 06, 2020 04:08 - 4 minutesUPL Ltd's stock gained 28% in April, almost double the rise in the benchmark Nifty index. The stock recovered after UPL’s management reassured investors on business operations and debt reduction.
27: What does the Silver Lake deal mean for Reliance Industries
Mark to Market - May 05, 2020 04:23 - 5 minutesReliance Industries Ltd has announced another stake sale in its digital services subsidiary, Jio Platforms Ltd. Private equity firm Silver Lake will invest ₹5,655 crore in Jio Platforms for an effective 1.1% stake at an equity value of ₹4.9 trillion, a 12.5% premium to the Facebook deal. So what...
26: Why Reliance Industries is on a fundraising spree
Mark to Market - April 30, 2020 06:03 - 5 minutesShares of Reliance Industries have appreciated by more than 60% from its lows in end March. A key reason for the optimism is Reliance’s deal with Facebook, which was announced last week. Facebook’s $5.7 billion investment in Reliance’s digital subsidiary, Jio Platforms Ltd is expected to offer s...
25: The outlook for Reliance stock
Mark to Market - March 13, 2020 04:58 - 4 minutesShares of Reliance Industries Ltd are now below the level seen before its last Annual General Meeting (AGM) on 12 August 2019. No doubt, valuations have turned attractive with the steep fall in the stock price but should investors bet on the company?
24: Is the worst over for the markets
Mark to Market - March 05, 2020 13:42 - 5 minutesThe global coronavirus epidemic has sent shivers down the global markets while Indian markets were no exception. The outbreak led to a sharp correction in the global and Indian markets. From its peaks, the Indian markets have corrected about 10% on heavy selling by foreign investors. Earnings gr...
23: Where is the market headed- Analysing Coronavirus impact
Mark to Market - February 27, 2020 13:19 - 5 minutesAccording to the World Health Organization, there are as many as 79,331 confirmed cases of Novel Coronavirus globally and on February 24 alone, 715 new cases were reported. Listen to this episode as Mint's Disha Sanghvi answers some pertinent questions that you might have about your travel insur...
22: How did FMCG companies fare in Q3FY20
Mark to Market - February 26, 2020 09:51 - 4 minutesThe consumption demand slowdown in the country is biting hard and companies are finding it increasingly difficult to get the cost-conscious Indian consumer to spend more. But it is turning out to be a rough road. Take December quarter results of FMCG companies for instance. According to Kotak In...
21: Resolving DHFL
Mark to Market - February 20, 2020 13:30 - 5 minutesDewan Housing Finance Ltd, a large housing finance company is undergoing insolvency proceedings. Its resolution is key as DHFL owes not just banks but also retail bondholders and depositors. A painless resolution would ensure retail lenders keep their faith in the system, and banks are able to l...
20: RBI's grip on rupee
Mark to Market - February 11, 2020 11:32 - 4 minutesThe concerns surrounding coronavirus outbreak and global economic growth have put pressure on the Indian rupee. But the biggest factor in rupee weakness is the RBI's intervention which remains strong. The exchange rate has dropped 3.2% since July despite good dollar inflows as the RBI incessantl...
19: Why Bajaj Finance is doing well?
Mark to Market - January 31, 2020 05:31 - 3 minutesThe lender Q3 results beat the net profit analysts' net profits estimates despite a slowdown in loan growth.
18: Air India's market valuation explained
Mark to Market - January 29, 2020 04:46 - 4 minutesAir India's disinvestment process has been kick-started once again with lower debt. Government has sweetened the deal for Air India's disinvestment process this time. The condition of the government retaining a 24% stake in the airline has been foregone.
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