Page 12 - The Morning Show 1

TMS Ep190: RBI rate hike, four-day work week, impact of monsoons, MGNREGA

What should borrowers & depositors do amid rising interest rates? Can India have a four-day work week like UK? Can a good monsoon prevent more rate hikes? What is MGNREGA scheme? Answers here

TMS Ep189: Laptop production, Apple Inc, LIC stocks, RBI & inflation

Why has laptop production not taken off despite PLI? What has Apple Inc got in store for you this year? How far can LIC shares slide from issue price? Can RBI rate hike tame inflation? Answers here

TMS Ep188: Prem Watsa, drone start-ups, multiplexes stocks, stagflation

Why is Prem Watsa so bullish on India? Why are the big boys of India Inc acquiring drone start-ups? Why are analysts dumping diagnostics stocks for multiplexes? What is stagflation? All answers here

TMS Ep187: Draft IT rules, ed-tech challenges, markets, fat-finger

What’s the impact of draft IT rules on social media? Can ed-techs survive the post-pandemic era? What should investors track as RBI MPC meets? What is a fat-finger alias freak trade? All answers here

TMSEp186: Auto sector, startup CEO salary, markets, Dutch chip-maker

Is the auto industry on the fast lane? Why are startup CEOs getting salary jump before IPOs? What have the markets priced in before rate hike? Why is a Dutch firm key to all chip-makers? Answers here

TMSEp185: Economic revival, Ronojoy Dutta, IndiGo & SpiceJet, windfall tax

Is the Indian economy out of the woods? What is CEO Ronojoy Dutta’s take on IndiGo’s performance? Is there turbulence ahead for IndiGo & SpiceJet? What’s ‘windfall tax’ on oil cos? All answers here

TMSEp184: Q4 GDP, coal crisis, LIC and Delhivery stocks, masked Aadhaar

What next for the economy after 4.1% GDP growth? Why does India face power shortages despite enough coal stocks? Should you buy or sell LIC, Delhivery shares? What is masked Aadhaar? All answers here

TMSEp183: PLI challenges, IPL media rights, falling rupee, wheat export ban

Why Chinese investment needed for PLI success? Will IPL viewership fall impact the media rights auction? How to save portfolio against falling rupee? Why did India restrict wheat exports? Answers here

TMS Ep182: WEF, Sunjay Kapur, markets, Embedded Value & Enterprise Value

What are the takeaways from WEF meet? What is Sunjay Kapur’s take on the auto-component sector’s EV shift? What lies ahead for the markets this week? What’s Embedded Value & Enterprise Value? Answers

TMS Ep181: Divestment target, food security, market strategy, downtrading

How close is the govt to its divestment target for FY23? Do Thomas Malthus’s words still hold water? Should you buy in the dip or sell when the markets rally? What is downtrading? All answers here

TMS Ep180: Ransomware, tokenization, markets, entry & exit points in market

How can India Inc combat ransomware threat? Is India ready for tokenization? Will retail participation in equity market shrink? How to identify entry, exit points in stock market? All answers here

Why must India tread cautiously as it joins IPEF?

This week India joined the US-led Indo-Pacific Economic Framework. While the final contours of India’s participation are yet to emerge, there could be areas of friction too. India tread with caution

TMS Ep179: India at IPEF, service charge, ICICI Pru’s S Naren, monkeypox

Why must India tread cautiously as it joins IPEF? Are eateries taking service charge illegally? What’s the investment mantra of ICICI Prudential AMC’s S Naren? What is monkeypox? All answers here

TMS Ep178: India at Davos, CNG price rise, markets, Dornier 228 aircraft

What challenges India may face at Davos? Can CNG vehicle owners also expect price relief? Distressing times await metals and OMCs? Can Dornier 228 meet India’s connectivity targets? All answers here

TMS Ep177: Foreign retailers, Indian start-ups, markets, fast fashion

Why is the Indian market a hard nut to crack for foreign retailers? Is there a twist ahead in start-up story? What’s ahead for IT, banks, realty and metals? What is fast fashion? All answers here

TMS Ep176: SC on GST, diamond industry, volatile markets, delimitation

How will the SC ruling affect the GST framework? How is Ukraine crisis impacting Surat’s diamond industry? Are markets poised for deeper cuts down the road? What is delimitation? All answers here

TMS Ep175: IT pay hike, 5G & 6G launch, markets, Places of Worship Act

Will higher pay be the new norm in IT sector? Are we prepared to roll out next-gen mobile networks?  Has the crash in mid, small-caps bottomed out? What is Places of Worship Act, 1991? Answers here

TMS Ep174: Divestment, shrinkflation, Sanjiv Bajaj, total fertility rate

Will divestment slow down after LIC’s weak debut? How is ‘shrinkflation’ helping FMCG majors? What are Sanjiv Bajaj’s ideas on financial sector reforms? What is the total fertility rate? All answers h

TMS Ep173: Adani group, Ambuja Cement & ACC, return to office, CPI

How has Adani group charted its success over three decades? Is Ambuja Cement & ACC merger on the cards? How’s India Inc making employees return to office? What is CPI-based inflation? All answers here

TMS Ep172: Power outages, Campbell Wilson, markets, EV range anxiety

How are power outages affecting Indian industries? Why did Tata Sons choose Campbell Wilson to lead Air India? How have asset classes fared in 2022? What is range anxiety among EV buyers? All answers