Mark to Market
By Mint - HT Smartcast
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Category: Business News
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Episodes: 266
Description
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.
| Episode | Date |
|---|---|
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133: As DHFL’s fate gets sealed, Piramal must guard against buyer’s remorse
|
Jan 19, 2021 |
|
132: Auto sector’s Q3 revival may be marred by higher input costs
|
Jan 16, 2021 |
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131: Why India sticks out as a sore thumb in debt flows
|
Jan 14, 2021 |
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130: Avenue Supermarts’ Q3 is as normal as it can get despite the pandemic.
|
Jan 12, 2021 |
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129: Bank shares’ rally needs a disclosure boost in Q3 performance
|
Jan 09, 2021 |
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128: The curious case of the two-fold jump in Info Edge shares.
|
Jan 07, 2021 |
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127: Ford JV exit shows M&M’s auto troubles, although tractors may have its back
|
Jan 05, 2021 |
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126: Tale of two L&Ts, where value creation and destruction go hand in hand
|
Dec 31, 2020 |
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125: After a turbulent 2020, revival won’t be easy for aviation firms in new year
|
Dec 29, 2020 |
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124: Weak dollar to remain a dominant theme for global equities in ’21 as well
|
Dec 24, 2020 |
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123: DHFL’s resolution turning for the better, but there is risk of buyers remorse
|
Dec 22, 2020 |
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122: Minutes reveal the hawkish side of RBI’s rate-setting committee
|
Dec 19, 2020 |
|
121: Emerging market equities the most preferred asset class among fund managers
|
Dec 17, 2020 |
|
120: TCS sees significant cloud opportunities but valuations leave no room for error
|
Dec 15, 2020 |
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119: ITC stock gets some light finally but ESG concerns still loom
|
Dec 10, 2020 |
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118: Flipkart IPO may ride piggyback on post-covid boom in e-commerce
|
Dec 08, 2020 |
|
117: RBI unperturbed by liquidity yet, but odds for rate cuts lower
|
Dec 05, 2020 |
|
116: Auto stocks cheer Nov sales data, but valuations leave less margin of safety
|
Dec 03, 2020 |
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115: L&T stock is out of slumber, but further upside depends on execution
|
Dec 01, 2020 |
|
114: Why Nielsen data contradicts good Q2 show by listed FMCG firms
|
Nov 28, 2020 |
|
113: After slow IPO, Gland Pharma finds more takers in secondary markets
|
Nov 26, 2020 |
|
112: Unexciting privatisation news flow keeps a check on BPCL shares
|
Nov 24, 2020 |
|
111: India needs big promoter-led banks, and the RBI needs sharp sleuths to oversee them
|
Nov 21, 2020 |
|
110: DBS Bank India’s rescue of Lakshmi Vilas Bank shows RBI has learnt finesse
|
Nov 19, 2020 |
|
109: Aurobindo's US outlook improves but earnings may just be steady
|
Nov 17, 2020 |
|
108: IndiGo top aviation stock globally, as vaccine adds fuel to valuations
|
Nov 12, 2020 |
|
107: Divi’s Laboratories expansion plans raise hopes for its stock
|
Nov 10, 2020 |
|
106: Gold loan lenders glitter, hope for growth to sustain
|
Nov 07, 2020 |
|
105: HDFC shows swift recovery from pandemic with an upbeat outlook
|
Nov 03, 2020 |
|
104: RIL factor makes Airtel shares lag behind, despite market share gains
|
Oct 31, 2020 |
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103: Axis Bank keeps provisioning spree but valuations reflect worry on asset quality
|
Oct 29, 2020 |
|
102: Kotak Mahindra Bank shrinks loan book to stave off pandemic risk
|
Oct 27, 2020 |
|
101: Take one for growth. RBI's new MPC bats for investment revival
|
Oct 24, 2020 |
|
100: Bajaj Finance’s Q2 metrics show pandemic pain yet to lessen
|
Oct 22, 2020 |
|
99: Despite a sequential recovery in Q2, Avenue Supermart's results fall short
|
Oct 20, 2020 |
|
98: TCS, Infosys leave Accenture far behind on valuations
|
Oct 17, 2020 |
|
97: Post Covid, Infosys races ahead of TCS on revenue, profit growth
|
Oct 15, 2020 |
|
96: Government’s pre-festival gift may not boost consumption significantly
|
Oct 13, 2020 |
|
95: With a slew of measures, RBI's Das becomes the bond whisperer
|
Oct 10, 2020 |
|
94: Bajaj Finance Q2 update shows EMI charm on consumption still pale
|
Oct 08, 2020 |
|
93: As govt picks the bill for interest waiver, banks fret over credit culture
|
Oct 06, 2020 |
|
92: Embassy’s robust rental collections reflect resilience of high-end office properties
|
Oct 03, 2020 |
|
91: Why Mazagon Dock’s IPO has piqued retail investor interest
|
Oct 01, 2020 |
|
90: Comatose Lakshmi Vilas Bank needs a quick RBI prescription.
|
Sep 29, 2020 |
|
89: Accenture’s healthy order wins underpins the optimism in IT stocks
|
Sep 26, 2020 |
|
88: Jio, flush with capital, turns up the heat on Airtel, Voda-Idea
|
Sep 24, 2020 |
|
87: With CAMS IPO, investors get a unique play on India’s mutual fund industry
|
Sep 22, 2020 |
|
86: Despite near decade-low yields, RBI may need to binge on bonds
|
Sep 19, 2020 |
|
85: Apollo Hospitals’ recovery from covid is encouraging, but its stock is pricey
|
Sep 17, 2020 |
|
84: Investor hopes from Indian IT rise after HCL Tech’s earnings update
|
Sep 15, 2020 |
|
83: Sales recover at Tata Motors, but skepticism runs deep for investors.
|
Sep 12, 2020 |
|
82: Unlike Jio, Silver Lake’s valuation for Reliance Retail isn’t gold-plated
|
Sep 10, 2020 |
|
81: Vodafone Idea’s new innings breathes fresh lease of life in Bharti Infratel stock
|
Sep 08, 2020 |
|
80: Page Industries' Q1 results fall short; doubts on growth recovery increasew
|
Sep 05, 2020 |
|
79: Flat GST revenues put improved manufacturing data in the shade
|
Sep 03, 2020 |
|
78: Reliance Retail preps for stake sale; puts scale and dominance on display
|
Sep 01, 2020 |
|
77: Maruti Suzuki, Hero MotoCorp may lead August sales amid doubts on long term demand
|
Aug 29, 2020 |
|
76: Momentum investing is having its best time in India since 2008 crisis
|
Aug 27, 2020 |
|
75: Punjab National Bank’s asset quality is on thin ice even with forbearance
|
Aug 25, 2020 |
|
74: Value style or growth style? Money chasing even stocks with shaky fundamentals
|
Aug 22, 2020 |
|
73: Balkrishna Industries’s tyres may spin faster on farm prospects
|
Aug 20, 2020 |
|
72: Strategy rejig and resilient June quarter lights up NTPC stock
|
Aug 18, 2020 |
|
71: Volume recovery, cost control holds out hope for Hero Motocorp investors
|
Aug 15, 2020 |
|
70: Titan loses sheen as Street wakes up to reality of weak Q1 earnings
|
Aug 13, 2020 |
|
69: Cipla delivers under tough conditions; but outsized pharma rally a concern
|
Aug 11, 2020 |
|
68: Embassy’s success gives Mindspace Business Parks REIT a good run
|
Aug 08, 2020 |
|
67: SpiceJet postpones pain by deferring payments, leaving investors on edge
|
Aug 06, 2020 |
|
66: Why sequential revival in sales fails to enthuse auto investors?
|
Aug 04, 2020 |
|
65: SBI’s Q1 gives enough comfort to investors with a optimistic outlook
|
Aug 01, 2020 |
|
64: While Britannia Industries cashed in on packaged food demand in June quarter, Nestle India fell behind
|
Jul 30, 2020 |
|
63: ITC’s cigarettes don’t fire in Q1FY21 but FMCG hogs the limelight
|
Jul 28, 2020 |
|
62: RBI stress tests show a grim asset quality outlook for banks
|
Jul 25, 2020 |
|
61: ICICI Pru life Fares Better In Q1 Whereas SBI Life & HDFC Life Show Lockdown Impact
|
Jul 23, 2020 |
|
60: With no bailout, how are India's domestic airlines surviving?
|
Jul 21, 2020 |
|
59: Yes Bank gets a second chance at survival
|
Jul 18, 2020 |
|
58: Key takeaways from RIL's AGM and implications for the stock
|
Jul 16, 2020 |
|
57: DMart Q1FY21 profit almost vanishes; stock now trades at 140 times earnings
|
Jul 14, 2020 |
|
56: Why TCS investors should not mimic those of Accenture?
|
Jul 11, 2020 |
|
55: Titan’s recovery in June comforts but stock’s valuations are shimmering already
|
Jul 09, 2020 |
|
54: Even as IndusInd, Federal Bank feel COVID blues in Q1FY21, HDFC Bank shows loan growth
|
Jul 07, 2020 |
|
53: HDFC and group companies may eye acquisitions amid COVID-19
|
Jul 04, 2020 |
|
52: Despite tariff hikes, Vodafone Idea’s net worth and cash gravitate toward zero
|
Jul 02, 2020 |
|
51: What are the prospects for the ITC stock after Q4FY20
|
Jun 30, 2020 |
|
50: Amidst Hinduja feud, Ashok Leyland’s loans to promoter entities is an eyesore
|
Jun 27, 2020 |
|
49: Why Sebi must take note of the 8000% rise in Ruchi Soya shares since it resumed trading
|
Jun 25, 2020 |
|
48: Why Avenue Supermarts shares are resilient in COVID-19 times
|
Jun 23, 2020 |
|
47: All that shines is gold for Muthoot Finance
|
Jun 20, 2020 |
|
46: What’s behind the rush to invest into Reliance’s Jio?
|
Jun 18, 2020 |
|
45: Hindalco’s Q4 don't disappoint, but growth slowdown lingers in FY21
|
Jun 16, 2020 |
|
44: RBI wants bank promoters to learn to let go
|
Jun 15, 2020 |
|
43: What the change in management means for the Godrej Consumer stock
|
Jun 11, 2020 |
|
42: Will Uday Kotak’s luck rub off the Hindujas for IndusInd Bank?
|
Jun 09, 2020 |
|
41: SBI brings a ray of hope amid a despondent pandemic, Is it overconfident?
|
Jun 06, 2020 |
|
40: Liquidity gush drives markets past mount 10k
|
Jun 04, 2020 |
|
39: Unlock 1 impact - supply to improve but demand pickup could be slower
|
Jun 02, 2020 |
|
38: Pharmaceuticals are shining amid the pandemic. No prizes for guessing why
|
May 30, 2020 |
|
37: India's banks want capital. Who will succeed in getting it?
|
May 28, 2020 |
|
36: Why Bharti Telecom’s decision to retire debt is good news for Airtel investors
|
May 26, 2020 |
|
35: The RBI shield for the economy and whether it would work
|
May 23, 2020 |
|
34: Tariff hikes help Bharti Airtel score massive market share gain against Jio
|
May 21, 2020 |
|
33: Extension of lockdown, lack of fiscal support a double whammy for Indian aviation
|
May 19, 2020 |
|
32: Maruti: a bellwether stock in the auto sector in spite of weak March quarter results
|
May 16, 2020 |
|
31: Why the markets were lukewarm to the Rs. 20 trillion economic package
|
May 14, 2020 |
|
30: Why ICICI Bank’s Q4 results turned off investors?
|
May 12, 2020 |
|
29: How GSK-HUL deal has ended up being a win-win for shareholders of both companies
|
May 08, 2020 |
|
28: UPL sticks to debt repayment timeline, but COVID-19 concerns loom
|
May 06, 2020 |
|
27: What does the Silver Lake deal mean for Reliance Industries
|
May 05, 2020 |
|
26: Why Reliance Industries is on a fundraising spree
|
Apr 30, 2020 |
|
25: The outlook for Reliance stock
|
Mar 13, 2020 |
|
24: Is the worst over for the markets
|
Mar 05, 2020 |
|
23: Where is the market headed- Analysing Coronavirus impact
|
Feb 27, 2020 |
|
22: How did FMCG companies fare in Q3FY20
|
Feb 26, 2020 |
|
21: Resolving DHFL
|
Feb 20, 2020 |
|
20: RBI's grip on rupee
|
Feb 11, 2020 |
|
19: Why Bajaj Finance is doing well?
|
Jan 31, 2020 |
|
18: Air India's market valuation explained
|
Jan 29, 2020 |
|
17: Why are L&T shares up despite muted Q3
|
Jan 24, 2020 |
|
16: Are private banks at their moment of truth
|
Jan 21, 2020 |
|
15: How Reliance Jio transformed India's telecom industry
|
Jan 16, 2020 |
|
14: Decoding CSO's GDP growth estimates
|
Jan 09, 2020 |
|
13: Bajaj Finance feels the pangs of deeper slowdown in Q3FY20
|
Jan 07, 2020 |
|
12: Maruti’s increase in auto sales explained
|
Jan 02, 2020 |
|
11: Will small- and mid-caps revive in 2020?
|
Dec 24, 2019 |
|
10: The pharma sector sales growth explained.
|
Dec 10, 2019 |
|
9: Why Jio is the biggest gainer post tariff hikes?
|
Dec 05, 2019 |
|
8: Will RBI’s policy succeed in stimulating demand?
|
Dec 05, 2019 |
|
7: Why the markets and the economy are not in sync
|
Nov 29, 2019 |
|
6: With low cash, SpiceJet’s flight is on a wing and a prayer
|
Nov 27, 2019 |
|
5: What’s behind the fall in Sterling and Wilson shares?
|
Nov 19, 2019 |
|
4: Why Vodafone Idea is staring at liquidation
|
Nov 14, 2019 |
|
3: How did the FMCG sector fare in Q2
|
Nov 07, 2019 |
|
2: What next for Midcaps?
|
Nov 06, 2019 |
|
1: What separates Reliance Jio from other telecom firms
|
Oct 30, 2019 |