Page 2 - The Morning Show

TMS Ep390: Private capex, India’s Oscar success, PSU stocks, bank run

What will it take for India Inc to raise capex? What does Oscar success mean for Indian film industry? Will PSU stocks sizzle despite missed divestment target? What is a bank run? All answers here.

TMS Ep389: Repo rate hike, HUL CEO Rohit Jawa, YES Bank, contagion risk

Are we heading for another repo rate hike? What challenges does the new HUL MD & CEO face? Has YES Bank turned the corner? What is contagion risk? All answers here

TMS Ep388: SVB collapse, Apple India, debt investments, deposit insurance

Does SVB collapse pose a contagion risk for India? Why is Apple so bullish on India? Is it time to shift focus from equities to debt? What is deposit insurance? All answers here

TMS Ep387: Kishore Biyani, Indian rupee, markets, High Seas Treaty

What makes Kishore Biyani’s Future tense? Is the rupee headed for internationalisation? Will Fed action, inflation data sway markets? What is the High Seas Treaty? All answers here

TMS Ep386: Crypto under PMLA, SEBI on PCVs, power stocks, sovereign default

Will the money laundering Act spell death for crypto in India? Why does India not have its own Warren Buffet? Will rising temperatures ignite power stocks? What is sovereign default? All answers here

TMS Ep385: India’s economic indicators, GQG, markets, Phone Link app

What do India’s economic indicators say about Q3 consumption? Why is Rajiv Jain’s GQG gung ho on Adani? What are the risks looming over stock markets? What’s Microsoft’s Phone Link app? Answers here

TMS Ep384: Essar group, free trade agreement, metal stocks, generative AI

How can Essar regain its lost glory? Has India benefitted from its FTAs? Is it time to bet on metal stocks as China reopens? What is generative artificial intelligence? All answers here

TMS Ep383: G20 so far, FDI in India, mutual funds, Hindu rate of growth

What has the G20 achieved so far in 2023? What is hurting India’s FDI story? What's behind MFs’ optimism in Indian equities? What is the ‘Hindu rate of growth’? All answers here

TMS Ep382: Sebi crackdown, Bill Gates, markets, pump and dump scheme

Is Sebi finally cracking down on finfluencers? Why is Bill Gates worried about a new virus? Time to buy stocks related to home construction? What is a pump and dump scheme? All answers here

TMS Ep381: SC on Adani-Hindenburg, employment data, Cipla stocks, and more

What next in the Adani-Hindenburg saga? What do India’s employment numbers imply? What do USFDA observations mean for Cipla? What is the New START Treaty?

TMS Ep380: Rise of Jio, cyber security, consumer appliances, passive funds

What’s behind Jio’s rise to world’s second strongest telecom brand? Will cyber security create jobs? Is it time to bet on consumer appliance stocks? What is a passive fund? All answers here

TMS Ep379: GDP slowdown, fake websites, textile stocks, Jan Vishwas Bill

What’s behind the GDP slowdown in Q3? How big is the fake website problem? Will softening cotton prices firm up textile stocks? What is the Jan Vishwas Bill? All answers here

TMS Ep378: Vedanta, airline pilots, road-infra players, index rebalancing

Can high leverage spell trouble for Vedanta? Does India have enough pilots for its expanding fleet? Will strong order book give road-infra cos a fillip? What is index rebalancing? All answers here

TMS Ep377: Ajay Banga, Indian global CEOs, FIIs, social stock exchange

What are Ajay Banga’s challenges at the World Bank? What makes Indians so successful as global CEOs? Where is India placed on FIIs’ radar? What is a social stock exchange? All answers here

TMSEp376: IT hiring, Ukraine war impact, aviation stocks, carbon border tax

Is the IT dream turning sour for Indian youth? How has one year of Ukraine war affected India? Will record aircraft deals add wings to aviation stocks? What is carbon border tax? All answers here

TMS Ep375: Wheat crop, Air India, rice exporters’ shares, political symbols

Is India’s wheat crop under threat? Can Air India wrest market share from Gulf airlines? Will the rally in shares of rice exporters sustain? How does the Election Commission allot party symbols? All a

TMS Ep374: Bike taxi ban, METRO Cash & Carry, markets, EPFO’s new scheme

Why are states opposed to bike taxis? Will METRO Cash & Carry get scale under RIL? Where to invest in this range-bound market? What are the changes in EPFO’s pension scheme? All answers here

TMS Ep373: IT layoff, millets market, IT stocks, debt refinancing

Why is TCS bucking the trend on IT layoffs? How can millets crack the consumer market? Are IT stocks a good bet even as new hiring tapers? What is debt refinancing? All answers here

TMS Ep372: Spam calls, R&D spend, gold financing companies, LCA Tejas

Why do Indians still get so much spam? Why is India Inc’s R&D spend so low? Should you add gold financing companies to your portfolio? What is LCA Tejas? All answers here

TMS Ep371: Trade deficit, Disney+ Hotstar, insurance stocks, Aadhaar Mitra

Is the fall in trade deficit a cause for cheer? Is Disney+ Hotstar in trouble? Should you buy insurance stocks amid current weakness? What is UIDAI’s AI-based chatbot, Aadhaar Mitra? All answers here