Page 9 - The Morning Show

TMS Ep480: G20, India’s EV sector subsidies, Jio Financial, NBFCs, Rafale M

Can India iron out the Ukraine wrinkle at G20? Is India's EV sector ready to give up subsidies? Will Jio Financial Services shake up the NBFC sector? What is Rafale M? Answers here

TMS Ep479: MDI, privatisation drive stalled, jewellery stocks, and more

What does multidimensional poverty report mean for India? Why has the government's privatisation drive stalled? Will stocks of gold jewellery retailers sustain their rally? What are sponge cities?

TMS Ep478: UPI goes global, Chandrayaan-3, MFs and small-caps, TCS vs TDS

How can UPI replicate its success abroad? How will Chandrayaan 3 mission help space start-ups? Why are MFs finding the going tough for small-cap schemes? How is TCS different from TDS? Answers here

TMS Ep477: Urban planning, online gaming, markets, gross gaming revenue

Where did India’s urban planning go wrong? Is online gaming headed for another shock? Has a Dalal Street priced in demand woes for IT stocks? What is gross gaming revenue? All answers here

TMS Ep476: India-France ties, India’s river systems, gold prices, Project 75i

What does PM Modi’s visit mean for India-France ties? Why is India failing to manage its river systems? Will gold prices fall more? What is Project 75i? All answers here

TMS Ep475: Online gaming, Triumph-Harley vs Enfield, markets, tax havens

Can online gaming survive the GST sucker punch? Can Triumph and Harley take on Royal Enfield? What should investors do in case they missed the market rally? What are tax havens? All answers here

TMS Ep474: Foxconn-Vedanta split, TRAI on OTT, Markets, Indus Water Treaty

Is Foxconn-Vedanta split a setback for India’s chip dreams? Why has TRAI changed its stance on OTT regulations? Will sectoral laggards of H1CY23 regain mojo? What is Indus Water Treaty? Answers here

TMS Ep473: Google vs CCI, wearables export, FII buying, Chandrayaan-3

Why is Google attacking CCI? Can India become a wearables powerhouse? Will the FII buying spree continue? What is Chandrayaan-3 mission? All answers here

TMS Ep472: Data Protection Bill, Threads, markets, rupee global currency

What does the Data Protection Bill imply for privacy? Can Threads pose a real threat to Twitter? How will India Inc fare in Q1FY24? What is internationalisation of the rupee? All answers here

TMS Ep471: Inflation, Maruti-Toyota, bank consolidation, Kashmiri saffron

Will tomato prices sour RBI’s fight against inflation? Is Maruti getting dependent on Toyota? Will HDFC merger trigger consolidation among PSU banks? Why’s Kashmiri saffron so expensive? Answers here

TMS Ep470: GST, Gift City, mid & small-cap stocks, Cape Town Convention

What are the changes that GST needs? What does Google’s fintech hub mean for Gift City? Is it time to sell mid, small-cap stocks? What is Cape Town Convention Bill? All answers here

TMS Ep469: JioBharat phone, Ajit Pawar’s switch, durable stocks, NLMC

Will the Rs 999 JioBharat 4G phone disrupt the market? Has Ajit Pawar’s switch dented opposition unity? How will poor sales impact durable stocks? What’s National Land Monetisation Corp? Answers here

TMS Ep468 – TCS bribes-for-job, UCC, Markets with UR Bhat, data scraping

Bribes-for-jobs: What really happened at TCS? Is India ready for a Uniform Civil Code? How sustainable is the market rally? Twitter: How does data scraping work? All answers here

TMS Ep467 – Byju’s, monsoon tourism, market rally, Uniform Civil Code

Has Byju’s finally acknowledged its problems? Is monsoon tourism bad for Indian hills? Which risks could derail market rally in H2-CY23? What is Uniform Civil Code? All answers here

TMS Ep466: New TCS regime, HDFC twin merger, report card H1-CY23, wreck-diving

How will the new TCS regime affect you? What are the implications of the HDFC merger? Report card H1-CY23: How did the markets fare? What is wreck-diving? All answers here

TMS Ep465: Air India-Vistara merger, Svamitva, markets, history of HDFC

Why is CCI questioning Air-India merger now? How is Svamitva providing property rights to villagers? Will the Sensex & Nifty sustain at record highs? A brief history HDFC-HDFC Bank merger

TMS Ep464: Go First airline, risk tourism, micro-cap stocks, Artemis Accord

Can Go First take off once again? Will the Titan submarine tragedy sink risk tourism? Should you invest in micro-cap stocks? What are Artemis Accords? All answers here

TMS Ep463: Food inflation, Yevgeny Prigozhin, primary market, AI hype

Has monsoon solved this year's food inflation problem? Who is Wagner group chief Yevgeny Prigozhin? Will the momentum in the primary market sustain? What is AI hype? All answers here

TMS Ep462: Byju’s problems, India-US ties, Indian IT stocks, jet engines

Can Byju's revive its fortunes? Will chips, jets and rockets propel India-US ties? What do Accenture’s Q3 earnings mean for Indian IT stocks? India-US deal: What are jet engines? All answers here

TMS Ep461: Tesla Motors, new vs old IITs, PSU stocks, green diamonds

Can Tesla do a Maruti for India’s EV ecosystem? How can new IITs catch up with older ones? How to play PSU stocks amid divestment slowdown? What are green diamonds? All answers here