Page 12 - The Morning Show

TMS Ep421: Maruti Suzuki results, Vedanta debts, markets, predatory pricing

What makes Maruti tick? Is Vedanta out of the woods? Should investors sell stocks in May and go away? What is predatory pricing? All answers here

TMS Ep420: Russian crude oil, Sanjay Mehrotra, travel stocks, LRS

Is the India-Russia oil honeymoon ending? Who is Sanjay Mehrotra? Should you buy travel stocks ahead of holiday season? What are the key changes in LRS? All answers here

TMS Ep 419: Telco wars, brand Sachin, power stocks, SpaceX’s Starship

Why are telcos pointing fingers at each other? Did Brand Sachin enable Brand Dhoni and Kohli? Will heat waves spark a rally in power stocks? What is SpaceX’s Starship space vehicle? Answers here

TMS Ep 418: IT attrition, Covid-19 wave, ITC stock, heatwave

How is Indian IT dealing with high attrition rate? Can India shrug off the Covid-19 wave? Does the rally in ITC stock have more legs? What is a heatwave? All answers here

TMS Ep 417: India’s demography, Bournvita row, markets, Sudan turmoil

Is India facing a demographic challenge? Does Bournvita row raise questions about health food? Why did cryptos outperform equities? Why are Sudan’s defence forces fighting each other? Answers here

TMS Ep416: Apple’s India plans, real MVPs of IPL, markets, chit funds

Can Apple replicate its China success in India? Are small-town players the real MVPs of IPL? As heat wave intensifies, is it time to buy consumer appliance stocks? What are chit funds? Answers here

TMS Ep415: Blinkit’s troubles, erratic weather, telecom stocks, Bombay Club

Do Blinkit’s troubles raise doubts about its biz model? What do heat waves tell us about India’s erratic weather? Should investors dial telecom stocks? What was the Bombay Club? All answers here

TMS Ep414: SC fraud ruling, office spaces, markets, overseas citizenship

Why does SBI want SC to clarify its fraud account ruling? Will Indian offices get repurposed as apartments? Are logistics stocks worth your money? What is Overseas Citizenship of India? Answers here

TMS Ep413: Non-exec chairman, retail zones, IT stocks, safe harbour rules

Time to ease up on non-exec chairman and directors? Can brands create exclusive retail zones in India? Can IT stocks trigger a market correction? What are safe harbour rules? Answers here

TMS Ep412: BS Tech Talk, health influencers, markets, El Nino

How is India bridging the have and have-not divide? How is India regulating health influencers? Will the markets break out of their consolidation phase soon? What is El Nino? Answers here

TMS Ep411: Amul backlash, dating apps, bank stocks, Cognyte spyware

Why is Amul facing backlash in Karnataka? How are Indian dating apps penetrating tier 2 cities? Ahead of Q4 results, which bank stocks should you bet on? What is Cognyte spyware? All answers here

TMS Ep410: Monsoon forecast, Ahmedabad, paint stocks, China-Taiwan conflict

What does monsoon forecast mean for India’s economy? Is Ahmedabad the next corporate hub? Will rising crude oil prices erase margin for paints? What is the China and Taiwan conflict? Answers here

TMS Ep409: Tiger economy, ChatGPT, real estate stocks, LIGO

How large is India’s tiger economy? Will ChatGPT take away your job? Is it time to invest in real estate stocks? What is a LIGO? All answers here

TMS Ep408: Space policy, online gaming, large-cap stocks, convertible note

Is India giving more ‘space’ to private players? Is more red tape being added to online gaming? Should you stick to safety of large-caps for now? What is a convertible note? All answers here

TMS Ep407: Milk crisis, rising rentals, IT Q4 results, RBI’s pause & pivot

Is India staring at a milk shortage? What do increasing rentals tell us about the economy? Will Q4 results of IT majors surprise the Street? What’s RBI monetary policy’s pause and pivot? Answers here

TMS Ep406: RBI rate pause, food labelling, markets, Finance Commission

How will the economy fare as RBI pauses rate hikes? Why has food labelling become controversial? RBI policy done, what next for the markets? What is the Finance Commission? Answers here

TMS Ep405: Wheat crop, discount brokers, markets, overweight stocks

How have unseasonal rains affected wheat crops? What are discount brokerages? What should investors expect from Q4FY23 results? What are overweight and underweight stocks? All answers here

TMS Ep404: Opec+ output cut, Alibaba, gas stocks, mixed reality headset

How will OPEC+ oil output cut affect you? What is happening at Alibaba? How will the unified pipeline tariff impact gas stocks? What is Apple’s mixed reality headset? All answers here

TMS Ep403: Covid-19, dismantling Big5, markets, reusable launch vehicle

Is India staring at another Covid-19 wave? Should large groups like Adani and Reliance be dismantled? Will Covid-19 fears spook the market again? What is a reusable launch vehicle? All answers here

TMS Ep402: NCLAT relief to Google, T20 WPL, markets, Trump indictment

How will NCLAT relief to Google affect you? What next for the Women’s Premier League? Which factors will guide markets in FY24? Why has Donald Trump been indicted? All answers here