The Morning Show

TMS Ep640: SC on Patanjali, Blinkit, Vodafone Idea stock, CBAM #TMS

Where does the buck stop after SC rap on Patanjali? Can Blinkit challenge Amazon & Flipkart? Why did Vodafone Idea’s fundraise plan fail? What is the Carbon Border Adjustment Mechanism? Answers here

TMSEp635: WhatsApp chatbot, nutraceutical regulation, markets, Paytm FASTag

Will tech companies follow Meta’s lead on deepfake? Do nutritional supplements need better regulation? Are markets overvalued? How to deactivate and replace Paytm FASTag? All answers here

TMS Ep627: Uniform Civil Code, insurtech, markets, CAR-T cell therapy

How will Uttarakhand’s UCC change things? Can insurtech drive up insurance penetration in India? Will Sebi’s new disclosure norms affect FII flows? What is CAR-T cell therapy? All answers here

What does discounted valuation mean for banks and investors?

Banks' valuation discount to Sensex recently hit a 10-year high on the back of muted earnings of top banks in recent quarter. What does it mean for banks, investors? Kasthuri Akhil decodes

Delhi Services Bill: Amit Shah’s powerful reply in Rajya Sabha | Rajya Sabha Live |

Rajya Sabha on Monday passed the Delhi services bill with 131 MPs voting in its favour. During a six-hour emotionally charged debate in the House, Union Home Minister Amit Shah said the urgency behind

Luna-25: Russia's bold return to the Moon | Moon Exploration | News

After India's successful Chandrayaan-3 launch in July, 2023, Russia's long-awaited Luna-25 is marking a return to moon exploration after half a century. The mission is set for launch on 11th August fr

TMS Ep407: milk crisis, rising rentals, IT Q4 results, RBI’s pause & pivot

Is India staring at a milk shortage? What do increasing rentals tell us about the economy? Will Q4 results of IT majors surprise the Street? What’s RBI monetary policy’s pause and pivot? Answers here

TMS Ep406: RBI rate pause, food labelling, markets, Finance Commission

How will the economy fare as RBI pauses rate hikes? Why has food labelling become controversial? RBI policy done, what next for the markets? What is the Finance Commission? Answers here

TMS Ep405: Wheat crop, discount brokers, markets, overweight stocks

How have unseasonal rains affected wheat crops? What are discount brokerages? What should investors expect from Q4FY23 results? What are overweight and underweight stocks? All answers here

TMS Ep404: Opec+ output cut, Alibaba, gas stocks, mixed reality headset

How will OPEC+ oil output cut affect you? What is happening at Alibaba? How will the unified pipeline tariff impact gas stocks? What is Apple’s mixed reality headset? All answers here

TMS Ep403: Covid-19, dismantling Big5, markets, reusable launch vehicle

Is India staring at another Covid-19 wave? Should large groups like Adani and Reliance be dismantled? Will Covid-19 fears spook the market again? What is a reusable launch vehicle? All answers here

TMS Ep402: NCLAT relief to Google, T20 WPL, markets, Trump indictment

How will NCLAT relief to Google affect you? What next for the Women’s Premier League? Which factors will guide markets in FY24? Why has Donald Trump been indicted? All answers here

TMS Ep401: Income tax, brand India, mutual funds, UPI payments

How will new income tax rules affect you from April 1? How can India create a global brand? Where will MFs invest when markets bottom out? Will your UPI payments not be free anymore? Answers here

TMS Ep400: SC on bank frauds, rising interest rates, markets, municipal bonds

Why did RBI fail to convince SC on bank frauds? What should borrowers do amid rising interest rates? Which sectors should you bet on in FY24? What are municipal bonds? All answers here

TMS Ep399: Indian IT layoffs, confectionery, markets, bank stress test

Do Accenture layoffs portend trouble for Indian IT? Why is India's confectionery market attracting billions? How will the markets play out in FY24? What is a bank stress test? All answers here

TMS Ep398: Bharat 6G Mission, earthquake, debt MFs, Wagner Group

What will it take to make Bharat 6G Mission a success? Is India ready for a major earthquake? Should you avoid debt MFs after the tax structure rejig? What is the Wagner Group? All answers here

TMS Ep394: Car sales in India, BCI’s new rule, OMC stocks, G-SIBs

Are car sales moving to the slow lane? How will BCI’s new rule change Indian legal landscape? Is it the right time to buy OMC stocks? What are Global Systemically Important Banks? Answers here

TMS Ep393: Credit Suisse crisis, real estate, bank stocks, Toshakhana case

Will the Credit Suisse crisis affect India? What does real estate tell us about Indian economy? How should investors approach bank stocks? What is the Toshakhana case against Imran Khan? Answers here

TMS Ep392: Gopinathan’s exit, angel tax, Jim Rogers, m-cap to GDP ratio

What does Gopinathan’s exit mean for TCS? Is angel tax making India less attractive? What does Jim Rogers think of the global banking crisis? What is the m-cap to GDP ratio? All answers here.

TMS Ep391: National Sample Survey, consumer sentiments, markets, FATF

What does National Sample Survey tell us about rural India? What’s behind the improvement in consumer sentiments? Is it time to bottom fish as Nifty trades below 200-DMA? What is FATF? All answer here