Page 14 - The Morning Show

TMS Ep378: Vedanta, airline pilots, road-infra players, index rebalancing

Can high leverage spell trouble for Vedanta? Does India have enough pilots for its expanding fleet? Will strong order book give road-infra cos a fillip? What is index rebalancing? All answers here

TMS Ep377: Ajay Banga, Indian global CEOs, FIIs, social stock exchange

What are Ajay Banga’s challenges at the World Bank? What makes Indians so successful as global CEOs? Where is India placed on FIIs’ radar? What is a social stock exchange? All answers here

TMSEp376: IT hiring, Ukraine war impact, aviation stocks, carbon border tax

Is the IT dream turning sour for Indian youth? How has one year of Ukraine war affected India? Will record aircraft deals add wings to aviation stocks? What is carbon border tax? All answers here

TMS Ep375: Wheat crop, Air India, rice exporters’ shares, political symbols

Is India’s wheat crop under threat? Can Air India wrest market share from Gulf airlines? Will the rally in shares of rice exporters sustain? How does the Election Commission allot party symbols? All a

TMS Ep374: Bike taxi ban, METRO Cash & Carry, markets, EPFO’s new scheme

Why are states opposed to bike taxis? Will METRO Cash & Carry get scale under RIL? Where to invest in this range-bound market? What are the changes in EPFO’s pension scheme? All answers here

TMS Ep373: IT layoff, millets market, IT stocks, debt refinancing

Why is TCS bucking the trend on IT layoffs? How can millets crack the consumer market? Are IT stocks a good bet even as new hiring tapers? What is debt refinancing? All answers here

TMS Ep372: Spam calls, R&D spend, gold financing companies, LCA Tejas

Why do Indians still get so much spam? Why is India Inc’s R&D spend so low? Should you add gold financing companies to your portfolio? What is LCA Tejas? All answers here

TMS Ep371: Trade deficit, Disney+ Hotstar, insurance stocks, Aadhaar Mitra

Is the fall in trade deficit a cause for cheer? Is Disney+ Hotstar in trouble? Should you buy insurance stocks amid current weakness? What is UIDAI’s AI-based chatbot, Aadhaar Mitra? All answers here

TMSEp370: Air India, lithium reserve, defence stocks, fifth-gen fighter jet

What does Air India deal mean for Indian aviation? Will Lithium reserves make India an EV power? Will Aero India 2023 launch defence stocks higher? What is a fifth-gen fighter jet? All answers here

TMS Ep369: Retail inflation, investor protection, new-age tech stocks, Pension Scheme

Is retail inflation back to haunt us? What does Adani saga teach us about investor protection? Is it time to bet on new-age tech stocks? What is Guaranteed Pension Scheme? All answers here

TMS Ep368: IT hiring, govt vacancies, Gaurav Ratnaparkhi, Aero India 2023

Bad time for engineering graduates? Is increasing govt size a good thing? Are Adani stocks worth your money? What is Aero India 2023? All answers here

TMS Ep367: India’s infra ambitions, Railways, pledging of shares

Will the Adani crisis affect India’s infra ambitions? What challenges Budget bonanza present to Railways? Which risks did Q3 earnings highlight for India Inc? What is pledging of shares? Answers here

TMS Ep366: Oil and gas, Ananya and Aryaman Birla, Mark Mobius, public float

Have India’s oil and gas ambitions hit a tax wall? Ananya and Aryaman: Who are the new Birlas? What does Mark Mobius think of the Adani – Hindenburg saga? What is public or free float? All answers her

TMS Ep365: RBI rate hike, Boeing 747, bond markets, geothermal energy

Will RBI now hit the pause button on rate hikes? How did the Boeing 747 change air travel? What do the Budget and RBI policy mean for bond markets? What is geothermal energy? All answers here

TMS Ep364: Adani group, Indian ports, defensive stocks, fault lines

Is Adani group too big to fail? Why do big ships give India a miss? Are defensive stocks a good bet amid market volatility? What are fault lines? All answers here

TMS Ep363: Vodafone Idea, Air India, bank stocks, lab-grown diamonds

Is Vodafone Idea out of the woods? Is Air India turning the corner under new management? Is the selling in bank stocks after Adani group fallout overdone? What are lab-grown diamonds? All answers here

TMS Ep362: Budget for rich, capex outlay, RBI rate hike, night light data

How does the Budget affect the super rich? Has India’s capex outlay actually increased? Will a dovish RBI bolster investor sentiments this week? How does night light data show economic progress? All a

TMS Ep361: Adani Group, Adani-Hindenburg saga, Budget impact, Budget terms

What’s next for the Adani group? How will the Adani-Hindenburg saga unfold? Can Budget ease Adani-inflicted pain on Dalal Street? Five Budget terms you should know about. All answers here

TMS Ep360: Budget for common man & corporates, Shankar Sharma, govt revenue

What does Budget 2023 have for the common man? How will Budget impact corporate India? What does Budget mean for markets & investors? Where does the rupee come from and where does it go? Answers here

TMS Ep359: Economic Survey, Adani-Hindenburg case, markets, Budget terms

What does Economic Survey tell us about growth? What can regulators do in Adani-Hindenburg case? What do markets expect from Budget 2023? Five terms to understand the Budget better. All answers here