TMS, Ep 27: BPCL sale, Andrew Holland Q&A, Nykaa IPO, shapes of recovery
What will be the policy implication of the BPCL sale? What are Andrew Holland's favourite themes for markets in Samvat 2078? What are the various shapes of economic recovery? Get all the answers here
Team TMS New Delhi  "TMS Ep 27")
Will the government be able to breeze through its privatisation plan after its successful sale of Air India? Privatisation of Bharat Petroleum, its next big-ticket sale, faces a crucial hurdle. It may have to let go of the unofficial price regulation as high crude oil prices threaten to keep potential buyers at bay. What will be the policy implication of the Rs 50,000-crore BPCL sale?
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Is too much money chasing too few stocks in Indian markets? Which themes and sectors will do well in the markets in Samvat 2078? How will the global equity markets play out? What are the risks to the rally, and are all those risks priced in? Avendus Capital CEO Andrew Holland answers these and more questions in an exclusive interview with Business Standard’s Puneet Wadhwa.
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India’s biggest online beauty and wellness products seller Nykaa will open its IPO this week. Will the issue drive investors away from the secondary markets, which are already reeling from the pressure of rich valuations and taper concerns?
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Also Read
You may have heard that India’s recovery after the coronavirus pandemic is likely to be a K-shaped one instead of a V. And then we also hear about a U-, L-, and even W-shaped recovery. What are these? Well, economic recovery after a recession can be of various types, and these are understood using different letters of the alphabet.
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Listen to these and more in today’s Business Standard Morning Show podcast.
First Published: Oct 25 2021 | 9:20 AM IST
