The Morning Show

TMS Ep615: Wed in India, UPI payments, markets, Karpoori Thakur

What will it take for ‘Wed in India’ to succeed? Can India challenge US dominance in international payments? Should you sell the rallies or buy the dips? Who was Karpoori Thakur? All answers here...

TMS Ep424: Rural demand, FAME, QSR stocks, National Medical Devices Policy

What do the Q4 results tell us about rural demand? What went wrong with the FAME scheme? Will softening inflation bring respite to QSR stocks? What’s the National Medical Devices Policy? Answers her

Are IT stocks a good bet even as new hiring tapers?

The IT index has been an outperformer so far in CY23, even as IT majors have been cautious about hiring fresh talent. What is driving the stock performance and should you buy any in this macro set up?

TMS Ep180: Ransomware, tokenization, markets, entry & exit points in market

How can India Inc combat ransomware threat? Is India ready for tokenization? Will retail participation in equity market shrink? How to identify entry, exit points in stock market? All answers here

Why must India tread cautiously as it joins IPEF?

This week India joined the US-led Indo-Pacific Economic Framework. While the final contours of India’s participation are yet to emerge, there could be areas of friction too. India tread with caution

TMS Ep179: India at IPEF, service charge, ICICI Pru’s S Naren, monkeypox

Why must India tread cautiously as it joins IPEF? Are eateries taking service charge illegally? What’s the investment mantra of ICICI Prudential AMC’s S Naren? What is monkeypox? All answers here

TMS Ep178: India at Davos, CNG price rise, markets, Dornier 228 aircraft

What challenges India may face at Davos? Can CNG vehicle owners also expect price relief? Distressing times await metals and OMCs? Can Dornier 228 meet India’s connectivity targets? All answers here

TMS Ep177: Foreign retailers, Indian start-ups, markets, fast fashion

Why is the Indian market a hard nut to crack for foreign retailers? Is there a twist ahead in start-up story? What’s ahead for IT, banks, realty and metals? What is fast fashion? All answers here

TMS Ep176: SC on GST, diamond industry, volatile markets, delimitation

How will the SC ruling affect the GST framework? How is Ukraine crisis impacting Surat’s diamond industry? Are markets poised for deeper cuts down the road? What is delimitation? All answers here

TMS Ep175: IT pay hike, 5G & 6G launch, markets, Places of Worship Act

Will higher pay be the new norm in IT sector? Are we prepared to roll out next-gen mobile networks?  Has the crash in mid, small-caps bottomed out? What is Places of Worship Act, 1991? Answers here

TMS Ep174: Divestment, shrinkflation, Sanjiv Bajaj, total fertility rate

Will divestment slow down after LIC’s weak debut? How is ‘shrinkflation’ helping FMCG majors? What are Sanjiv Bajaj’s ideas on financial sector reforms? What is the total fertility rate? All answers h

TMS Ep173: Adani group, Ambuja Cement & ACC, return to office, CPI

How has Adani group charted its success over three decades? Is Ambuja Cement & ACC merger on the cards? How’s India Inc making employees return to office? What is CPI-based inflation? All answers here

TMS Ep172: Power outages, Campbell Wilson, markets, EV range anxiety

How are power outages affecting Indian industries? Why did Tata Sons choose Campbell Wilson to lead Air India? How have asset classes fared in 2022? What is range anxiety among EV buyers? All answers

TMS Ep171: Gig worker shortage, EV policy, markets, sedition law

Why is India facing a shortage of gig workers? Will India's policies help it win the EV race? Will summer cheer hydrate consumer durable stocks? What is sedition law? All answers here

TMS Ep170: Ambuja and ACC, Sonam Wangchuk, IPO size, USFDA’s Form 483

Why are top Indian companies vying for Ambuja & ACC? Can Sonam Wangchuk’s innovation clear Delhi’s air? Market volatility to make companies trim their IPO size? What is USFDA’s Form 483? Answers here

TMS Ep169: Weak rupee, 5G auction, Q&A with Mark Matthews, Open RAN

How a weaker rupee will impact the Indian economy and people? Why does a lukewarm response await the 5G auction? Are the markets heading into a bear phase? What is Open RAN? All answers here

TMS Ep168: Axis Mutual Fund, exports growth, Power stocks, e-passport

Should recent events at Axis MF worry retail investors? : Is India’s export growth momentum sustainable? Cab power stocks build momentum amid the energy crisis. What is an e-passport? All answers here

TMS Ep167: Q4 FY22 corporate earnings, Sunil D’Souza, markets, RuPay

What to look for in Q4 FY22 corporate earnings? What are Tata Consumer Products MD Sunil D’Souza’s business plans? Is the selling in Indian equities overdone? What is RuPay? Find all answers here

TMS Ep166: VPN regulations, home loans, markets, neobank

Do India’s new VPN rules threaten user privacy? How will RBI’s repo rate hike impact your home loan? Should you rejig portfolio in a rising interest rate regime? What is a neobank? All answers here

TMS Ep165: RBI rate hike, Shanghai pile-up, markets, stock consolidation

How will RBI’s rate hike impact the economy? Will pile-up at Shanghai port affect white goods supply? What will the markets react after RBI’s rate hike? What is stock consolidation? Answers here