The Morning Show Videos
Foxconn in talks with TSMC, TMH group to make chips in India: Report, TMH g
Foxconn in talks with TSMC, TMH group to make chips in India: Report, TMH g
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 Ep615: Wed in India, UPI payments, markets, Karpoori Thakur")
What challenges does Budget bonanza present to Railways?
Despite the good budgetary allocations, the national transporter Indian Railway’s operating ratio is still hovering close to 100. So how best can the railways allocate its budgetary outlay?
 "What challenges does Budget bonanza present to Railways?")
Why is Tata driving to the UK for EV battery gigafactory?
Tata Group has announced to invest over 5 billion dollars to set up an electric vehicle battery plant in the UK. Bhaswar Kumar looks at Tata's storied past in the UK, to shed light on its future
 "Why is Tata driving to the UK for EV battery gigafactory?")
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 Ep477: Urban planning, online gaming, markets, gross gaming revenue")
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Is Foxconn-Vedanta split a setback for India’s chip dreams?
Taiwan’s Foxconn has pulled out of its pact with Vedanta to build India’s first semiconductor plant in Gujarat. What does it mean for India’s ambitious chip-making plan?
 "Is Foxconn-Vedanta split a setback for India’s chip dreams?")
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Is JioCinema the new star of OTT?
With JioCinema, Reliance is turning up the heat in OTTs. After live FIFA World Cup and IPL matches, it has signed a deal with HBO to stream shows and movies. So is JioCinema the new ‘star’ of OTT?
 "Is JioCinema the new star of OTT?")
Will softening inflation bring respite to QSR stocks?
High raw material costs and subdued demand patterns have dented near-term margin prospects of quick-service-restaurant companies. Their stocks have seen a steep correction over the past six months.
 "Will softening inflation bring respite to QSR stocks?")
What went wrong with the FAME scheme?
The two companies – Hero Electric and Okinawa Autotech – were recently accused of misappropriating subsidies under the FAME-2 scheme. So what went wrong with the FAME scheme? Let’s find out
 "What went wrong with the FAME scheme?")
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
 "TMS Ep424: Rural demand, FAME, QSR stocks, National Medical Devices Policy")
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?
 "Are IT stocks a good bet even as new hiring tapers?")
TMS Ep367: India’s Infra Ambitions | Railways | Pledging of Shares | Business Standar
TMS Ep367: India’s Infra Ambitions | Railways | Pledging of Shares | Business Standar
 "TMS Ep367: India’s Infra Ambitions | Railways | Pledging of Shares | Business Standar")
TMS Ep365: RBI Rate hike | Boeing 747 | Bond Markets | Geothermal Energy | Business S
TMS Ep365: RBI Rate hike | Boeing 747 | Bond Markets | Geothermal Energy | Business Standard
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TMS Ep366: Oil and gas, Ananya and Aryaman Birla, Mark Mobius, public flo
TMS Ep366: Oil and gas, Ananya and Aryaman Birla, Mark Mobius, public flo
 "TMS Ep366: Oil and gas, Ananya and Aryaman Birla, Mark Mobius, public flo")
How to identify entry, exit points in a stock?
In a choppy market, knowing entry and exit points may turn fortunes in your favour. They are crucial for a successful trade. Here are a few trading strategies to identify entry and exit points
 "How to identify entry, exit points in a stock?")
After FIIs, will retail investor flows into the equity market also shrink?
Indian markets outperformed even in the recent correction, thanks to retail participation. How are retail investors looking at the macro-economic situation? Can their investments shrink going ahead?
 "After FIIs, will retail investor flows into the equity market also shrink?")
Is India ready for tokenisation this time?
Last year, the RBI directed merchants not to store customer card details on their servers. And the revised implementation date is drawing close now. Is India ready for this big payment system reform?
 "Is India ready for tokenisation this time?")
