Page 15 - The Morning Show

Ep358: Budget expectations, Soumya Mohanty Q&A, mkts, short-selling

What are citizens’ expectations from the Budget? What does Kantar MD hope for consumer goods firms? What do bond market investors expect in Budget? What is short-selling? All answers here

TMS Ep357: Maruti Suzuki EV, bank workweek, Adani stocks, lab-grown meat

What made Maruti Suzuki join the EV party? Is it time for banks to have a five-day work week? Will Adani Group stocks see more sell-off? What is lab-grown meat? All answers here

TMS Ep356: Google unbundling, Indian start-ups, PSU, capex stocks, BharOS

What will Google unbundling mean for Indian apps? Is there a governance deficit in Indian start-ups? How to trade PSU, capex stocks ahead of Budget 2023? What is BharOS? All answers here

TMS Ep355: Pathaan movie, women in JEE-Mains, markets, disgorgement order

What explains Pathaan’s blockbuster opening? What does higher female participation in JEE-Mains tell us? How to position your trade ahead of the Budget? What is a disgorgement order? All answers here

TMS Ep354: NSE colocation case, influencer regulation, markets, AT-1 bonds

Has SAT order changed the course of NSE colocation case? What will new regulatory regime mean for influencer industry? What do past trends reveal about markets and Budgets? What are AT-1 bonds?

TMS Ep353: Apple avoids layoff, El Nino, T+1 settlement cycle, influencers

How has Apple avoided the mass layoff mess? How will El Nino affect Indian farms in 2023? Are FPIs ready for the T+1 settlement cycle? What are influencers? All answers here

TMS Ep352: HUL Q3 results, China’s population woes, markets, RRTS

What do HUL results tell us about India’s rural economy? What can India learn from China’s population woes? How are markets placed ahead of the Budget 2023? What is the RRTS? All answers here

TMS Ep351: IBC overhaul, ASER alarm, Adani FPO, World Economic Forum

Will the IBC overhaul make it more effective? Is the ASER report a wake-up call for the govt? Should you subscribe to Adani Enterprises’ Rs 20K-cr FPO? What is the World Economic Forum? Answers here

TMS Ep350: SUVs, Indo-Pak talks, green hydrogen stocks, Char Dham Yatra

Why have SUVs become India’s car of choice? How should India react to Pak PM’s call for talks? Which green hydrogen stocks should you keep an eye on? What is the Char Dham Yatra? All answers here

TMS Ep349: India Inc yearly outlook, UPI, power stocks, trans-shipment hub

What’s behind Indian CEOs’ cautious outlook? Will UPI disrupt the billion-dollar remittances market? Will cold wave keep power stocks warm this winter? Why is a trans-shipment hub? All answers here

TMS Ep348: PAN ID, space parks, IT stocks, basic structure doctrine

How will PAN as a single ID help businesses? Are space parks finally ready for take-off in India? Will better-than-expected Q3 results revive IT stocks? All answers here

TMS Ep347: IT Q3 results, Auto Expo 2023, markets, Ganga Vilas cruise

What do IT results indicate about the sector’s future? What makes Auto Expo 2023 different? Will the rupee continue to gain strength? What is the Ganga Vilas cruise? All answers here

TMS Ep346: Telecom sector, investment cycle, Q3 results, WHO’s warning

Has the telecom sector recovery lost steam? Does higher demand point to the start of an investment cycle? Banks’ earnings growth touched peak in Q3? What is WHO’s warning about alcohol? Answers here

TMS Ep345: Amul’s RS Sodhi, Oyo IPO, Auto Expo 2023, Montreal Protocol

How will RS Sodhi’s departure affect Amul? Why is the Oyo IPO getting delayed? Can new launches at Auto Expo 2023 put auto stocks in top gear? What is the Montreal Protocol? All answers here

TMS Ep344: Foreign universities, foreign waste, gold, cloud computing

Is India ready to welcome foreign universities? Why is India the final destination for foreign waste? Will gold outshine equity and debt securities in 2023? What is cloud computing? All answers here

TMS Ep343: Joshimath, passenger vehicle, FMCG stocks, flight navigation

Is Joshimath paying the price for development? Can passenger vehicle sales keep the momentum in 2023? Will FMCG stocks reverse their underperformance? How do planes navigate in dense fog? Answers here

TMS Ep342: Tech giants wooing India, women's IPL, markets, licensing norms

Why are Microsoft and Google wooing India? Can women’s IPL the success of IPL? Which factors will decide street action this week? What do new licensing norms mean for Delhi's nightlife? Answers here

TMS Ep341: Auto exports, IPL valuation, car safety, green hydrogen

Is the jump in India's auto exports a flash in the pan? What explains the big jump in IPL's valuation? Will rising focus on car safety drive gains for airbag makers? What is green hydrogen? All answer

TMS Ep340: RCap, ride-hailing, India Inc’s fundraising, Belagavi dispute

Why are Hinduja and Torrent sparring over RCap? Is ride-hailing market ripe for disruption? What are India Inc’s fundraising plans for 2023? What’s the fight over Belagavi? All answers here

TMS Ep339: Online gaming, EV revolution, IT sector, Digital University

Will self-regulation work for online gaming in India? Will commercial vehicles drive EV revolution? Will IT sector succumb to global headwinds? What is the National Digital University? Answers here