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81: Vodafone Idea’s new innings breathes fresh lease of life in Bharti Infratel stock
81: Vodafone Idea’s new innings breathes fresh lease of life in Bharti Infratel stock
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Available Episodes

EPISODE 122

With the final clutch of suitors competing intensely, the plot has turned in favor of DHFL's financial creditors. The valuation of DHFL has also gone up with revised bids. Listen i ... Read more

With the final clutch of suitors competing intensely, the plot has turned in favor of DHFL's financial creditors. The valuation of DHFL has also gone up with revised bids. Listen in for more details on DHFL's resolution. Read more

EPISODE 121

The RBI’s rate-setting committee is worried over inflation far more than its statement on 6 December showed. Minutes of the meeting reveal that members are closely monitoring the e ... Read more

The RBI’s rate-setting committee is worried over inflation far more than its statement on 6 December showed. Minutes of the meeting reveal that members are closely monitoring the elevated inflationary pressures. Read more

EPISODE 120

Going into 2021, emerging market (EM) equities are finding their lost charm again among investors. What is contributing to this rising popularity? What are the risks? Tune in here ... Read more

Going into 2021, emerging market (EM) equities are finding their lost charm again among investors. What is contributing to this rising popularity? What are the risks? Tune in here to find out more Read more

EPISODE 119

Tata Consultancy Services stock has been seeing a good run in 2020 and is pricing in new opportunities, including cloud technology. Even so, the TCS stock has risen over 25% compar ... Read more

Tata Consultancy Services stock has been seeing a good run in 2020 and is pricing in new opportunities, including cloud technology. Even so, the TCS stock has risen over 25% compared to pre-covid highs in February and valuations are not inexpensive. For more details, listen in. Read more

EPISODE 118

ITC shares have surpassed the psychological barrier of Rs200 per share this week. But will the momentum sustain given the ESG concerns? Listen in, to find out. Read more

ITC shares have surpassed the psychological barrier of Rs200 per share this week. But will the momentum sustain given the ESG concerns? Listen in, to find out. Read more

EPISODE 117

A Mint report said Walmart is working towards an IPO for Flipkart, at a valuation of $40 billion. While the valuation seems like a stretch, note that share prices of some listed e- ... Read more

A Mint report said Walmart is working towards an IPO for Flipkart, at a valuation of $40 billion. While the valuation seems like a stretch, note that share prices of some listed e-commerce firms in emerging markets have skyrocketed this year, helped by covid-19 led growth. But is that enough? Tune in to find out more.  Read more

EPISODE 116

RBI has left its policy rate and stance untouched in its latest meeting. Contrary to market expectation, it has not indicated a change in its liquidity stance either. While this ha ... Read more

RBI has left its policy rate and stance untouched in its latest meeting. Contrary to market expectation, it has not indicated a change in its liquidity stance either. While this has relieved markets, economists are calling it curtains down for rate cuts. Read more

EPISODE 115

Auto stocks have shown sharp gains in anticipation of positive data in November. Auto sales from passenger vehicles to commercial vehicles are growing fast and much of this is alre ... Read more

Auto stocks have shown sharp gains in anticipation of positive data in November. Auto sales from passenger vehicles to commercial vehicles are growing fast and much of this is already priced in. It means that any negative surprises may hurt investor sentiment. Read more

EPISODE 114

L&T’s shares have fired up off late? Investors are appreciating the firm’s efforts to deal with elevated debt and order inflows. Large order wins by the company have helped th ... Read more

L&T’s shares have fired up off late? Investors are appreciating the firm’s efforts to deal with elevated debt and order inflows. Large order wins by the company have helped the stock but worries over margins remain. Read more

EPISODE 113

Market research firm Nielsen predicts a mere 1.6% value growth for the FMCG sector for the September quarter. This goes against the aggregate growth reported by listed companies fo ... Read more

Market research firm Nielsen predicts a mere 1.6% value growth for the FMCG sector for the September quarter. This goes against the aggregate growth reported by listed companies for the quarter. Who is right? Listen in to find out Read more

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