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121: Emerging market equities the most preferred asset class among fund managers
121: Emerging market equities the most preferred asset class among fund managers
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Available Episodes

EPISODE 102

Kotak Mahindra Bank kept to its conservative approach amid a pandemic, choosing to shrink its loan book to stave off risk in the September quarter. To find the key trends during Q2 ... Read more

Kotak Mahindra Bank kept to its conservative approach amid a pandemic, choosing to shrink its loan book to stave off risk in the September quarter. To find the key trends during Q2, listen to our podcast here: Read more

EPISODE 101

RBI's newly minted rate-setting committee is looking beyond short-term boosts to growth. Minutes show that the MPC discussed the sovereign yield curve and its implications on inves ... Read more

RBI's newly minted rate-setting committee is looking beyond short-term boosts to growth. Minutes show that the MPC discussed the sovereign yield curve and its implications on investment. The focus was not limited to fixing the demand shock but of how to revive investments. Read more

EPISODE 100

Consumer lender Bajaj Finance's September quarter performance showed that recovery from the covid-19 pandemic could be sluggish and long drawn. Tune in to find out more. Read more

Consumer lender Bajaj Finance's September quarter performance showed that recovery from the covid-19 pandemic could be sluggish and long drawn. Tune in to find out more. Read more

EPISODE 99

For a stock that trades at an exorbitant multiple of 149 times trailing twelve-month earnings, Avenue Supermarts Ltd's September quarter results are a bit disappointing. Avenue, ru ... Read more

For a stock that trades at an exorbitant multiple of 149 times trailing twelve-month earnings, Avenue Supermarts Ltd's September quarter results are a bit disappointing. Avenue, runs the DMart chain of retail stores, reported a 12% drop in revenues year-on-year. Listen in to our podcasts to find out more. Read more

EPISODE 98

Global IT giant Accenture is double the size of India's largest IT company TCS. Yet Accenture's valuations are comparatively far modest. What explains this divergence? Indian inves ... Read more

Global IT giant Accenture is double the size of India's largest IT company TCS. Yet Accenture's valuations are comparatively far modest. What explains this divergence? Indian investors are far more excited about the prospects of IT companies than in the US. The difference, it seems, lies in the composition of Indian and US markets. Read more

EPISODE 97

Infosys Ltd has been beating Tata Consultancy Services Ltd on growth metrics for a while now. Post-covid, the extent of outperformance has only increased. Listen in to our podcast ... Read more

Infosys Ltd has been beating Tata Consultancy Services Ltd on growth metrics for a while now. Post-covid, the extent of outperformance has only increased. Listen in to our podcast to find out more details. Read more

EPISODE 96

Finance minister Nirmala Sitharaman’s fiscal stimulus announcements in a press conference on Monday turned out to be a bit of a damp squib. What gives? Give our podcast a listen to ... Read more

Finance minister Nirmala Sitharaman’s fiscal stimulus announcements in a press conference on Monday turned out to be a bit of a damp squib. What gives? Give our podcast a listen to find out more. Read more

EPISODE 95

The RBI announced a series of measures on Friday that would give big benefits to the bond market. In fact, every prayer of the bond market got answered on Friday, even the silent o ... Read more

The RBI announced a series of measures on Friday that would give big benefits to the bond market. In fact, every prayer of the bond market got answered on Friday, even the silent ones. So what has the RBI done?  Read more

EPISODE 94

The COVID-19 pandemic is said to have altered consumer behaviour drastically. For a consumer lender such as Bajaj Finance, the implications of this are already visible. Here's why. ... Read more

The COVID-19 pandemic is said to have altered consumer behaviour drastically. For a consumer lender such as Bajaj Finance, the implications of this are already visible. Here's why. Tune in to our podcast by @PallaviPengonda to find out more. Read more

EPISODE 93

Distressed Indians may soon get a relief on compound interest charged on their loans during the six-month moratorium period if the Govt.'s proposal gets legal sanction. But the Nif ... Read more

Distressed Indians may soon get a relief on compound interest charged on their loans during the six-month moratorium period if the Govt.'s proposal gets legal sanction. But the Nifty bank index rose only slightly on Monday. What explains the muted sentiments? Read more

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