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Mark to Market

Mark to Market

Mint - HT Smartcast



A show which covers comments and analysis which look at market-moving news and trends. This is a Mint production, brought to you by HT Smartcast.

Mark to Market
Mark to Market
00:00 / 00:00

Available Episodes

06:00
123: DHFL’s resolution turning for the better, but there is risk of buyers remorse
EPISODE 123

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

22 Dec6 MINS
06:19
122: Minutes reveal the hawkish side of RBI’s rate-setting committee
EPISODE 122

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

19 Dec6 MINS
05:53
121: Emerging market equities the most preferred asset class among fund managers
EPISODE 121

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

17 Dec6 MINS
05:54
120: TCS sees significant cloud opportunities but valuations leave no room for error
EPISODE 120

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

15 Dec6 MINS
05:46
119: ITC stock gets some light finally but ESG concerns still loom
EPISODE 119

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

10 Dec6 MINS
05:55
118: Flipkart IPO may ride piggyback on post-covid boom in e-commerce
EPISODE 118

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

08 Dec6 MINS
05:45
117: RBI unperturbed by liquidity yet, but odds for rate cuts lower
EPISODE 117

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

05 Dec6 MINS
05:41
116: Auto stocks cheer Nov sales data, but valuations leave less margin of safety
EPISODE 116

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

03 Dec6 MINS
06:01
115: L&T stock is out of slumber, but further upside depends on execution
EPISODE 115

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

01 Dec6 MINS
06:25
114: Why Nielsen data contradicts good Q2 show by listed FMCG firms
EPISODE 114

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

28 Nov6 MINS
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