Page 8 - The Morning Show 1

TMS Ep270: Oracle’s trouble, Reliance JioMart, IT stocks, NaVIC

Is Oracle Corporation in trouble in India? Can Reliance repeat its brick-and-mortar success in e-commerce? Are IT stocks a good contrarian bet from a one-year perspective? What is NaVIC? Answers here

TMS Ep269: Tata group consolidation, festival sales, markets, NASA & asteroid

What is driving consolidation at the Tata group? What explains the bumper festival sales? Where should you invest as global headwinds blow? Why did NASA ram DART into an asteroid? Answers here

TMS Ep268: Rupee’s record plunge, diesel cars, markets, algo-trading

What are the implications of Rupee staying beyond 80? Is it the beginning of the end of diesel cars in India? Is the recent selling in markets overdone? What is algorithmic trading? All answers here

TMS Ep267: IT’s HR challenge, IndiGo, US Fed rate hike, PFI

Is the IT industry facing an HR challenge? Did IndiGo miss the premium economy flight? Which sectors are worth your money as RBI mulls a rate hike? What is the Popular Front of India? Answers here

TMS Ep266: Ranbaxy promoters, telecommunication bill, gold, download speed

What brought down the Ranbaxy promoters? How disruptive will the draft telecommunication bill be? Will rate hikes dull gold’s allure? Why are download speeds higher than upload speeds? Answers here

TMSEp265: Fintechs, Q&A with Roche family, capital goods stocks, SOVA virus

Why are regulators uneasy about fintechs’ dominance? Can Roche stay ahead of the competition in the next 125 yrs? Is a re-rating on the cards for capital goods stocks? What is SOVA virus? Answers here

TMS Ep264: End of Covid, Apple’s Make in India, global equities, Goldilocks scenario

Is the end of the pandemic in sight for India? What is the significance of Apple’s ‘Make in India’ push? Is it time to diversify to global equities? What is Goldilocks scenario? All answers here

TMS Ep263: Fuel price, privatisation, logistics stocks, Henley Passport Index

Why are fuel prices at pumps not going down? Is the govt going slow on privatisation? Is it a good time to buy logistics stocks? What is the Henley Passport Index? All answers here

TMS Ep262: Air India, Roger Federer’s legacy, IT stocks, Yvon Chouinard

Can Air India become the Maharaja of Indian skies? What’s Roger Federer’s legacy? Will IT stocks continue to underperform? How Patagonia and Yvon Chouinard plan to save the earth? All answers here

TMS Ep261: BYJU’s revenue, D2C brands, consumer financiers, Project Cheetah

Did BYJU’s bite off more than it can chew? What explains the great Indian brand rush? Is it the right time to invest in consumer financiers? What is Project Cheetah? Answers here

TMS Ep260: India Inc investments, global bond indices, markets, EWS quota

Why are Indian businesses shying away from investments? What is stopping India from joining global bond indices? How’ll markets react if US Fed goes for a 100 bps hike? What’s EWS quota? Answers here

TMS Ep259: Moonlighting, return of iconic brands, Mark Matthews, NLEM

How can India Inc stay ahead of the curve on moonlighting? Is the revival of iconic brands driven by nostalgia? Is the worst over for global equity markets? What is the NLEM? All answers here

TMS Ep258: India at IPEF, fruit & veg market, rice stocks, visual search

Did India err by walking out of IPEF? Why is India a laggard in the global fruit and veg market? Should you hold rice mill stocks amid export curbs? What is visual search? All answers here

TMS Ep257: EY’s split, rain hits brand Bangalore, markets, quiet quitting

How will EY’s split shake up the sector? Is brand Bangalore being washed away by flood? Is broader markets’ rally here to stay? What is quiet quitting? All answers here

TMS Ep256: Central Vista, Ravi Narain, markets, Antrix-Devas deal

How does Central Vista change the corridors of power? Is Ravi Narain another fallen market hero? What should investors do as India shines amid global gloom? What is the Antrix-Devas deal? Answers here

TMS Ep255: Car safety, retirement age, auto ancillary cos, nasal vaccines

How can India make its cars safer? Should India consider raising the retirement age? Are auto ancillaries a favourable bet as commodity costs ease? How do nasal vaccines work? Answers here

TMS Ep254: India-Bangladesh ties, Hindi films, OPEC output cut, NAFIS

Do India-Bangladesh ties still lack depth? Why are Hindi films struggling at the box office? With OPEC cutting output, should investors brace for tough days? What is NAFIS? All answers here

TMS Ep253: Reliance FMCG, IT industry, Shapoorji Pallonji, Nord Stream 1

Will Reliance’s FMCG entry be another Nirma moment? Will margin pressures end IT’s glory days? What next for Shapoorji Pallonji Group after Mistry’s death? What’s Nord Stream 1 pipeline? Answers here

TMS Ep252: Auto sector, NDTV acquisition, markets, currency swap

Has Indian auto sector entered the fast lane? Will NDTV turn out to be Adani’s most challenging acquisition? Will FII flows reduce rate hike fears this week? What is a currency swap? All answers here

TMS Ep251: SpiceJet crisis, EV boom, multiplex stocks, reserve currency

How can SpiceJet come out of crisis? Is the stage set for an EV boom in India? How ‘Boycott Bollywood’ has hit PVR, Inox Leisure’s stocks? What is a reserve currency? All answers here