The Morning Show

TMS Ep640: SC on Patanjali, Blinkit, Vodafone Idea stock, CBAM #TMS

Where does the buck stop after SC rap on Patanjali? Can Blinkit challenge Amazon & Flipkart? Why did Vodafone Idea’s fundraise plan fail? What is the Carbon Border Adjustment Mechanism? Answers here

TMS Ep639: FM-fintech meet, house rent, space-related stocks, Munich accord

Will FM-fintech meet pave the road to sustainable innovation? Why is your house rent rising? Should you bet on space-related stocks? What is the Munich AI accord? All answers here

TMS Ep638: Paint industry, FDI in space sector, markets, Bitcoin Halving

What’s attracting big players to paint industry? Can liberalised FDI make India a space superpower? Will Bitcoin extend its rally post the Halving event? How does Bitcoin Halving work? Answers here

TMS Ep637: India at WTO, hybrid vs EV cars, markets, economic sanctions

Why does India want investment agenda out of WTO talks? Why are hybrid cars racing ahead of EVs? What will be on markets’ radar this week? What are economic sanctions? All answers here

TMS Ep636: Private capex, Softbank AI, Novelis IPO, Mumbai Metaverse

Can private capex offset govt spend curbs in FY25? Can AI help Softbank turn around in India? What does Novelis IPO mean for Hindalco investors? What is Mumbai Megapolis Metaverse? Answers here

TMSEp635: WhatsApp chatbot, nutraceutical regulation, markets, Paytm FASTag

Will tech companies follow Meta’s lead on deepfake? Do nutritional supplements need better regulation? Are markets overvalued? How to deactivate and replace Paytm FASTag? All answers here

TMSEp634: Air travel safety, online gaming, CPSE stocks, bereavement policy

How can air travellers fly safely in Indian skies? What's next for online gaming after SRO failure? Is it time to be cautious in CPSE stocks? What is Air Canada's bereavement policy? All answers here

TMS Ep633: Electoral bonds, startup rebound, IT stocks, Sora AI

What’s next after the electoral bonds ban? Are India’s listed startups turning the corner? Will IT sector be the dark horse of 2024? What is Sora AI? All answers here

TMS Ep632: Jio OTT and TV, flight delays, markets, Right to Disconnect

Can Reliance do a Jio in media? Why are your flights getting delayed or cancelled? Is the market recovery sustainable? What is Australia's Right to Disconnect Bill? All answers here

TMS Ep631: Paytm Payments Bank, electric cars, LIC stock, permacrisis

Can Paytm Payments Bank be rescued? Will price cuts make electric cars zoom? Is the rally in LIC stock nearing its end? What is a 'permacrisis'? All answers here

TMS Ep 630: Centre vs states, PLI scheme, small-caps, bullet train

Do states have a case against the Centre on fiscal transfers? How can India rejig the PLI scheme? Is there more room for downside in small-caps? What are the key features of the bullet train corridor?

TMS Ep 629: Farmers protest, MSP, poor quality infra, TCS, and more

Is legal guarantee for MSP the right fix for farmers? What is the cost of building poor-quality infra? Will TCS's share in Tata Group m-cap continue to weaken? What is the government's 'Bharat' brand?

TMS Ep 628: Declining FDI, UPI backend revamp, Q3 results, and ISPR

Why are FDI inflows into India declining despite high economic growth? Should India rework the UPI backend? What do India Q3 results mean for markets? What is ISPR? All answers here…

TMS Ep627: Uniform Civil Code, insurtech, markets, CAR-T cell therapy

How will Uttarakhand’s UCC change things? Can insurtech drive up insurance penetration in India? Will Sebi’s new disclosure norms affect FII flows? What is CAR-T cell therapy? All answers here

TMS Ep626: RBI MPC, shockvertising, PSU bank stocks, Jai Anusandhan

What was the key message from RBI MPC? How much shockvertising is too much? Will PSU banks continue to rule markets? What is Jai Anusandhan? All answers here

TMS Ep625: Fixing taxi fares, Bajaj CNG bikes, Maruti shares, hot money

Has the Karnataka govt gone too far by setting cab fares? How will CNG bikes change the two-wheeler industry? Why are Maruti shares taking the back seat? What is hot money? All answers here

TMS Ep624: Byju’s red flag, Bhavish’s unicorns, markets, Parivesh 2.0

Is Byju’s case a red flag for startup founders? Has Bhavish's 3rd unicorn cemented his startup success? Will the RBI change its stance in February policy? What is the Parivesh 2.0 portal? Answers here

TMS Ep623: RBI on Paytm, Hero E2W, investment strategy, Lakhpati Didi

What does RBI's move on Paytm mean for you? Can Hero ace the EV two-wheeler segment? What should be your investment strategy post Budget? Who are 'Lakhpati Didis'? All answers here

TMS Ep622: Go First acquisition, Canada’s restriction, Paytm, Rabbit r1

Can SpiceJet’s Ajay Singh make Go First fly again? Who will gain from Canada’s restrictions on overseas students? Is there more pain ahead for Paytm stock? What is Rabbit r1? Answers here

TMS Ep621: Interim Budget, BS Budget analysis, markets, top Budget numbers

Why is this Budget more than interim? Did the interim Budget tick the right boxes? What do fiscal targets mean for bond, equity markets? Top Budget numbers and what they mean. Find out here