The Morning Show
Is Foxconn-Vedanta
Taiwan’s Foxconn has pulled out of its pact with Vedanta to build India’s first semiconductor plant in Gujarat. What does it mean for India’s ambitious chip-making plan?
 "Is Foxconn-Vedanta")
Will Q4FY23 results of IT majors surprise the Street?
Indian IT services companies are set to start the Q4 earnings season from Wednesday. As the global macro makeup remains volatile, how will the sector perform in the March quarter? Here’s a report
 "Will Q4FY23 results of IT majors surprise the Street?")
RBI policy done; what next for the markets?
Markets are not impressed with the RBI’s surprise rate hike pause. They believe that it maybe a temporary pause rather than an end to the tightening cycle. So, what should be your investors’ strategy?
 "RBI policy done; what next for the markets?")
What should investors expect from Q4FY23 results?
India Inc will start Q4FY23 earnings season next week. A fall in commodity costs, pick-up in credit growth and easing supply snags are likely to help India Inc’s margins. What should investors expect?
 "What should investors expect from Q4FY23 results?")
How will the unified pipeline tariff impact gas stocks?
Gas pipelines that form a national grid have come under a unified tariff structure. Talks to implement the Kirit Parikh Panel’s pricing mechanism are also on. What is the outlook for related stocks?
 "How will the unified pipeline tariff impact gas stocks?")
Will Covid-19 fears spook the market again?
The Centre and states are upping the ante against the surge in Covid-19 cases. Equity markets have so far been resilient to the developments. But is it too early for investors to lower their guard?
 "Will Covid-19 fears spook the market again?")
What factors will guide markets in FY24?
Markets delivered negative returns in FY23. Global growth outlook is worsening due to the recent banking crisis in the US and Europe. Here’s a list of factors that would sway the markets in FY24
 "What factors will guide markets in FY24?")
Where will MFs invest when markets bottom out?
Cash holdings with mutual funds hit their highest level in 10 months during February. Take a look at the factors that hint at a market rebound, and where mutual fund managers could bottom fish
 "Where will MFs invest when markets bottom out?")
Which sectors should you bet on in FY24?
Domestic markets are set to end FY23 with negative returns as global central banks tightened monetary policies to tame inflation. However, favourable macros could turn fortunes in favour of investors
 "Which sectors should you bet on in FY24?")
How will the markets play out in FY24?
The rally in Indian equities seen in FY21 and FY22 ended in FY23, as global central banks tightened their monetary policies to fight inflation. How do analysts expect markets to play out in FY24?
 "How will the markets play out in FY24?")
Is it time to buy OMC stocks as crude oil prices fall?
The recent banking turmoil in the West has prompted a sharp fall in crude oil prices. Will the commodity continue its decline, and should you add oil-related stocks to your portfolio? Let’s find out
 "Is it time to buy OMC stocks as crude oil prices fall?")
Is it time to bottom fish as Nifty dips below 200-DMA?
The banking turmoil in the West has left domestic equities turbulent. The likely trend ahead could be even more volatile, so what should investors’ strategy be in the current market?
 "Is it time to bottom fish as Nifty dips below 200-DMA?")
Will PSU stocks sizzle despite missed divestment target?
Despite FY23’s divestment timeline being missed, the Nifty Public Sector Enterprises index hit an all-time high last week. Will the delayed divestment target take a toll on investor sentiment?
 "Will PSU stocks sizzle despite missed divestment target?")
Has YES Bank turned the corner?
Three-year lock-in period for YES Bank shares ended this Monday, with many investors choosing to exit the lender. Is it wise to book profits in the bank now, when it is working towards profitability?
 "Has YES Bank turned the corner?")
Is it time to shift focus from equities to debt?
Equity markets continue to remain subdued into 2023. US Fed and the RBI remains data dependent in their resolve to tighten the policy rates. Should investors shift their focus from equities to debt?
 "Is it time to shift focus from equities to debt?")
How will US Fed action, inflation data sway markets ahead?
This week is set to keep market investors busy with retail inflation data in India and the US. This comes in the run-up to the US Fed policy outcome. How will these events dictate market trajectory?
 "How will US Fed action, inflation data sway markets ahead?")
Will rising temperatures ignite power stocks?
Analysts believe, as India comes under the grip of summer, rising power demand will fire up related stocks over the long-term. They expect solar-powered companies to benefit from rising temperature
 "Will rising temperatures ignite power stocks?")
What are the key risks looming over Indian stock markets?
Indian equities have shown a rebound in March with benchmark indices rising 1.5%. Are all the negatives priced in, and is the worst over? Take a look at the risks that investors need to be mindful of
 "What are the key risks looming over Indian stock markets?")
What is the ‘Hindu rate of growth’?
Former RBI Gov Raghuram Rajan has said that India is ‘dangerously close’ to the Hindu rate of growth for multiple economic reasons. But what exactly is a Hindu rate of growth?
 "What is the ‘Hindu rate of growth’?")
What’s behind domestic MFs’ optimism in Indian equities?
Multiple headwinds failed to deter the domestic mutual funds, whose faith in Indian equity markets remained intact in fiscal 2022-23. But will they be able to strike a hat-trick?
 "What’s behind domestic MFs’ optimism in Indian equities?")
