Page 27 - The Morning Show

TMS Ep118: Portfolio rejig, India’s defence deals, markets, SWIFT

Should you increase gold, real estate exposure? What does Ukraine crisis mean for India’s defence? How did markets react to Ukraine-Russia conflict? What is the SWIFT payment system? All answers here

TMS Ep117: Ukraine crisis, commodity price, Sanjiv Bajaj, Vande Bharat

How will the Ukraine crisis affect Asian economies? Will commodity price rally sustain this week? What is Sanjiv Bajaj’s plan to digitise his business? What is Vande Bharat mission? All answers here

TMS Ep116: Russia-Ukraine crisis, NSE, markets, red herring prospectus

What is at stake for India as Russia invades Ukraine? Who is the mystery yogi in the NSE saga? Why March F&O series may keep investors on edge? What is red herring prospectus? All answers here

TMS Ep115: Foreign universities, Naushad Forbes, market, fake news

Will entry of foreign universities impact higher education in India? What’s Naushad Forbes prescription for Indian economy? Are mid, small-caps attractive buys? How fake news spread? All answers here

TMS Ep114: UAE trade deal, Monish Darda, markets, Spectrum Charge

Why is trade deal with UAE significant for India? What is Monish Darda’s take on Icertis’s opportunities? How should retail investors ride Ukraine crisis? What is One-Time Spectrum Charge? Listen in

TMS Ep113: Semiconductor, railways’ budget, market, indigenous OS

Will India become a semiconductor superpower? When will railways’ budget come on track? What is IIFL Securities R Venkataraman’s take on market trends? Why India wants indigenous OS? All answers here

TMS Ep112: Economic recovery, Kabeer Biswas, markets, telematics

How is India’s recovery shaping up as states relax restrictions? What is Dunzo CEO Kabeer Biswas’s growth strategy? Which stocks bucked the trend and soared in Feb? What’s telematics? All answers here

TMS Ep111: SEBI U-turn, plant-based meat, crude oil prices, Github

What are the lessons from Sebi’s U-turn on splitting CMD role? What is the future of plant-based meat in India? How will crude oil prices play out in the days to come? What is Github? All answers here

TMS Ep110: Online gaming, Kulmeet Bawa, markets, in-car payment

What’s the future of online gaming with stakes? How does Kulmeet Bawa plan to double India’s contribution for SAP India? What lies ahead for India Inc amid slowing Q3 earnings? What’s in-car payment?

TMS Ep109: Crude oil price, Aster’s Azad Moopen, Rupee, P2P network

What does soaring crude oil price mean for the economy? What is Azad Moopen’s expansion plans for Aster? How will the Russia-Ukraine crisis, US Fed affect rupee? What is P2P network? All answers here

TMS Ep108: LIC IPO, Vaibhav Gupta of Udaan, nervous FIIs, OTT platform

What does the LIC IPO mean for investors and govt? What’s Vaibhav Gupta’s plan for Udaan’s journey to market debut? What is making FIIs nervous? What is OTT platform? Find all answers here

TMS Ep107: GDP growth, Manu Kumar Jain, markets, sin tax

Will India’s real GDP growth be mellower than projected? What’s Manu Kr Jain’s game plan for Xiaomi’s growth? Will sell-off in mid, small-caps bottom out soon? What is sin tax? All answers here

TMS Ep106: RBI policy rates, drone economy, markets, IPv6

What does RBI’s status quo on key policy rates mean? Will India’s drone economy take off after ban on imports? Will RBI policy give support to equities and bonds? What is IPv6? Find all answers here

TMS Ep105: Coal crisis, Gautam Adani, RBI’s policy decision, UPI Lite

Another coal shortage crisis looming over India? What explains Gautam Adani’s meteoric rise? Will bond yield volatility affect RBI’s policy decision? What is UPI Lite? All answers here

TMS Ep104: Brands & politics, Vinita Gupta, markets, Central Vista

Why brands should stay away from politics? What are Lupin CEO’s plans for growth in US & China? Can investors benefit from Brent crude rally? What is the Central Vista project? Find all answers here

TMS Ep103: Lata Mangeshkar, B-school survey, markets, digital assets

How Lata Mangeshkar dominated the music economy? Which B-schools are India’s best? Will Indian stock markets fall another 10%? What are virtual digital assets? Find all answers here

TMS Ep102: Repo rate, Revenue Sec Tarun Bajaj, markets, Rafale jets

Will RBI go for a hike in reverse repo rate? What is Tarun Bajaj’s take on revenue estimates? What will marketers track in RBI’s policy meeting? How capable are Rafale fighter jets? All answers here

TMS Ep101: Fintech, selling in IT stocks, disinvestment, markets, crypto

Will RBI’s digital currency give a fillip to fintechs? What’s team FM’s Budget vision and disinvestment roadmap? Why are investors dumping IT stocks? What is cryptocurrency? All answers here

TMS, Ep 100: Cryptocurrency tax, defence industry, markets, and green bonds

How will new tax rules impact crypto investors? How will the domestic defence industry get a fillip? Why are bond yields rising after Budget 2022? Get answers to these questions in today’s episode

TMS Ep99: Budget 2022, VA Nageswaran, Shankar Sharma Q&A, Demand for Grants

What are the key takeaways from Budget 2022? Who is V Anantha Nageswaran? What is First Global’s Shankar Sharma’s take on the Budget this year? What is Demand for Grants? All answers here