Page 19 - The Morning Show

TMS Ep278: Vande Bharat, wind power, markets, pre-packaged insolvency res

Is the Vande Bharat Express ahead of its time? How wind power fell behind solar in India? Will Indian bond markets succumb to global sell-off? What’s pre-packaged insolvency resolution? Answers here

TMS Ep277: Ambani’s family office, Covid vaccine waste, IT’s Q2 earnings, GRAP

Why does Mukesh Ambani need a family office? How did India waste 100 mn Covid vaccines? What to expect from IT’s Q2 earnings? How are GRAP measures used to combat air pollution? Answers here

TMS Ep276: OPEC production cuts, Indian pharma exports, stocks, USB-C ports

How will OPEC production cuts affect India? Who is responsible for the quality of Indian pharma exports? Are consumption stocks a good bet now? What makes USB-C the best charging port? Answers here

TMS Ep275: Credit Suisse, Natural Gas Price, NIFTY Earnings, Insider Trading

How big a threat is Credit Suisse to India and the world? How will high global natural gas prices affect India? Will banks and auto drive Nifty earnings in Q2? What is insider trading? Answers here

TMS Ep274: India's exports, Maruti, hospital stocks, real driving emissions

Have India's exports hit a rough patch? Is Maruti's attempt to become a premium brand succeeding? What is keeping analysts upbeat on hospital stocks? What are real driving emissions? Answers here.

TMS Ep273: Protectionism, bullish CEOs, gas prices, demat and trading a/c

Why is India Inc protectionist? Why are global CEOs bullish about India? Will the spike in natural gas prices affect related stocks? What is a demat and a trading account? All answers here

TMS Ep272: India’s external a/c, car purchase, markets, constitution bench

Is India’s external account becoming vulnerable? Why is it not a good time to buy a car? What’s in store for the markets in the second half of FY23? What is a constitution bench? All answers here

TMS Ep271: Free foodgrain, engineering workforce, crypto, abortion law

Was it prudent to extend the free foodgrain scheme? Which states produce India’s engineering workforce? Are crypto markets in trouble? What is SC’s ruling on abortion law? Answers here

TMS Ep270: Oracle’s trouble, Reliance JioMart, IT stocks, NaVIC

Is Oracle Corporation in trouble in India? Can Reliance repeat its brick-and-mortar success in e-commerce? Are IT stocks a good contrarian bet from a one-year perspective? What is NaVIC? Answers here

TMS Ep269: Tata group consolidation, festival sales, markets, NASA & asteroid

What is driving consolidation at the Tata group? What explains the bumper festival sales? Where should you invest as global headwinds blow? Why did NASA ram DART into an asteroid? Answers here

TMS Ep268: Rupee’s record plunge, diesel cars, markets, algo-trading

What are the implications of Rupee staying beyond 80? Is it the beginning of the end of diesel cars in India? Is the recent selling in markets overdone? What is algorithmic trading? All answers here

TMS Ep267: IT’s HR challenge, IndiGo, US Fed rate hike, PFI

Is the IT industry facing an HR challenge? Did IndiGo miss the premium economy flight? Which sectors are worth your money as RBI mulls a rate hike? What is the Popular Front of India? Answers here

TMS Ep266: Ranbaxy promoters, telecommunication bill, gold, download speed

What brought down the Ranbaxy promoters? How disruptive will the draft telecommunication bill be? Will rate hikes dull gold’s allure? Why are download speeds higher than upload speeds? Answers here

TMSEp265: Fintechs, Q&A with Roche family, capital goods stocks, SOVA virus

Why are regulators uneasy about fintechs’ dominance? Can Roche stay ahead of the competition in the next 125 yrs? Is a re-rating on the cards for capital goods stocks? What is SOVA virus? Answers here

TMS Ep264: End of Covid, Apple’s Make in India, global equities, Goldilocks scenario

Is the end of the pandemic in sight for India? What is the significance of Apple’s ‘Make in India’ push? Is it time to diversify to global equities? What is Goldilocks scenario? All answers here

TMS Ep263: Fuel price, privatisation, logistics stocks, Henley Passport Index

Why are fuel prices at pumps not going down? Is the govt going slow on privatisation? Is it a good time to buy logistics stocks? What is the Henley Passport Index? All answers here

TMS Ep262: Air India, Roger Federer’s legacy, IT stocks, Yvon Chouinard

Can Air India become the Maharaja of Indian skies? What’s Roger Federer’s legacy? Will IT stocks continue to underperform? How Patagonia and Yvon Chouinard plan to save the earth? All answers here

TMS Ep261: BYJU’s revenue, D2C brands, consumer financiers, Project Cheetah

Did BYJU’s bite off more than it can chew? What explains the great Indian brand rush? Is it the right time to invest in consumer financiers? What is Project Cheetah? Answers here

TMS Ep260: India Inc investments, global bond indices, markets, EWS quota

Why are Indian businesses shying away from investments? What is stopping India from joining global bond indices? How’ll markets react if US Fed goes for a 100 bps hike? What’s EWS quota? Answers here

TMS Ep259: Moonlighting, return of iconic brands, Mark Matthews, NLEM

How can India Inc stay ahead of the curve on moonlighting? Is the revival of iconic brands driven by nostalgia? Is the worst over for global equity markets? What is the NLEM? All answers here