All Things Markets – Détails, épisodes et analyse

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All Things Markets

Mint - HT Smartcast

Business & Entrepreneuriat

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Fréquence : 1 épisode/8j. Total Éps: 101

This weekly show covers an in-depth conversation with observers, analysts and experts decoding the movements in the stock markets. This is a Mint production, brought to you by HT Smartcast.

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Will budget 2022 drive economy out of pandemic slump?

Épisode 102

jeudi 3 février 2022 • Durée 23:59

The government’s fiscal policy since the pandemic began has prioritised growth and fiscal transparency over fiscal consolidation. The Budget 2022 presented by finance minister Nirmala Sitharaman just did that. However, macro risks of executing the budget proposals remain a key concern among investors. The Union Budget 2022 indicated not only is the government likely to miss the FY22 fiscal deficit target but the target for FY23 is also pegged at a relatively high 6.4% of GDP. The difference is largely on account of a massive capex push and divestment estimates. This underlines the government's resolve to aid a cycle of investment with public capex taking the lead and crowding in private investment. But will finance minister’s budget proposals fall short of enough Philip to drive a pandemic-induced slump in economy. Will it take markets into a tailspin? And does it increase risk of a sovereign downgrade of India? To discuss those, Mint's Nasrin Sultana is joined by Arvind Chari, CIO, Quantum Advisors.

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What are big risks that may derail markets rally in 2022?

Épisode 101

jeudi 6 janvier 2022 • Durée 21:45

While 2021 was all about growth and recovery, the focus of central bankers across the world has shifted towards inflation and monetary policy normalization given the context of US Fed Tapering and potential hardening of interest rates in 2022. So, will these worries amid rising Omicron variant of covid cases derail equities rally going ahead. To discuss that I am in conversation with Unmesh Kulkarni – Managing Director Senior Advisor, Julius Baer India.

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How critical are Q2 earnings as liquidity normalisation set to start

Épisode 92

jeudi 21 octobre 2021 • Durée 22:04

Investors are eagerly watching company results to see whether earnings growth justifies share-price gains during the sizzling stock-market rally this year. Companies are facing rising investor expectations going into the second-quarter earnings season as the Indian markets have outperformed global peers, with valuations near historic highs. However, the market faces possible headwinds from rising commodity and energy prices, global supply-side disruption, and potentially unfavourable bond-equity yield dynamics. So, how critical are Q2 earnings for markets as liquidity normalisation both by the US Fed and RBI may start to set in soon. To understand that, Mint’s Nasrin Sultana is in conversation with Ajay Tyagi, Head of Equity, UTI AMC.

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1: Surge in oil prices spooks markets: What’s next?

Épisode 1

mercredi 9 octobre 2019 • Durée 09:37

Rising crude oil prices have added pressure to stressed markets as economy is already reeling under pressure due to both global and domestic factors. Higher crude prices may translate into rising risks of fiscal slippage and hurt profit growth of companies prompting investors to review their positions. How are equities expected to perform going ahead? Mint’s Nasrin Sultana speaks to Shibani Kurian, Head of Equity Research, Kotak Mutual Fund.

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How will RBI monetary policy impact equities and bonds?

Épisode 91

jeudi 14 octobre 2021 • Durée 20:36

In what is being perceived as a tapering signal, the RBI suspended the bond purchase programme, G-Sec Acquisition Program (G-SAP), after Rs 2.37 trillion purchases in first half of FY22. The monetary policy committee (MPC) kept its policy rates and accommodative stance unchanged but did not announce any new set of liquidity-enhancing measures for the first time since the onset of the covid-19 pandemic. With surplus liquidity of above $120bn sloshing around in the system, the RBI also announced a roadmap to expand and extend the VRRR operations. So, how will these measures by RBI impact bond markets and equities? To understand that, Mint’s Nasrin Sultana is in conversation with Arvind Chari, CIO, Quantum Advisors.

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Will super rally in Indian markets last long?

Épisode 90

jeudi 30 septembre 2021 • Durée 24:09

Riding widespread optimism, Indian markets have been scaling fresh record highs as the Sensex hit 60000. Indian markets have been rising in most days of September despite periodic nervousness around China’s Evergrande debt defaults cascading to a global crisis and US Federal Reserve rate tapering decision. However, investors are concerned. Rising inflation risk and withdrawal of ultra-easy monetary policy by global central banks, mainly by the US Federal Reserve, may trigger a sharp rise in bond yields which can cause risk assets to correct sharply. Steep valuation concerns have also been looming large. So, how long will this super rally in Indian markets last? To understand that, Mint's Nasrin Sultana is joined by Vinit Sambre, head-equities, DSP Investment Managers.

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What are blank cheque companies?

Épisode 89

jeudi 23 septembre 2021 • Durée 22:28

What if I tell you: Shell companies with no commercial operations are formed to raise capital through an IPO for acquiring an existing company. What if I also tell you that even retail investors can invest in these blank cheque companies. Well, I am talking about Special Purpose Acquisition Company shortly called as SPAC. SPACs have been around in the US for a very long time but SPAC deals in India are still at a nascent stage becoming popular recently mostly due to abundant dry powder post covid. However, it does sound risky isn’t it? The complexity of SPAC deals has challenges. To understand more about these blank cheque companies and regulatory framework around it, Mint's Nasrin Sultana is joined by Vikas Bagaria, partner Deloitte India.

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Where are the ultra-rich investing post pandemic?

Épisode 88

jeudi 16 septembre 2021 • Durée 17:15

As stock markets beat the pandemic blues, investor wealth ballooned in a period when most businesses were struggling due to challenges posed by lockdowns amid loss of income. With limited options to spend due to no travel and stay-at-home guidelines, a gush of fresh money found its way to stock markets in the last one and half years. Many rode on the tailcoats of investors who were established and known for making a fortune by investing in stock markets. High net-worth individuals (HNIs) held a combined Rs 4.7 trillion in NSE firms as of June-end, a jump of 19.5% in a quarter. So, what are the big trends in HNIs and ultra-HNI investment in India post-pandemic? To discuss that Mint's Nasrin Sultana speak to Rajesh Cheruvu, CIO, Validus Wealth.

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Why were Q1 corporate earnings skewed?

Épisode 87

jeudi 2 septembre 2021 • Durée 22:08

Corporate earnings in first-quarter showed skewed growth in select sectors. Companies benefited from low base, posting better earnings in Q1 compared to last year but sequentially earnings showed contraction as margin pressure intensified with high input prices and reversal of cost rationalisation measures. So, will earnings momentum continue in FY22. To understand that Mint's Nasrin Sultana is in conversation with SP Prabhu, CIO, Ageas Federal Life Insurance.

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Warning bells! Will markets skid 10% now?

Épisode 86

jeudi 26 août 2021 • Durée 18:13

Despite the stock markets hitting record highs this year, some investors have turned cautious on equities. In fact, BofA Securities have warned that a correction is likely in the near term. Analysis of past bull and bear phases of Indian stock markets show after a rally of about 75 weeks with an average 106% return, markets typically correct about 30% over a four-month period. Considering that the current rally in Indian equities yielded 118% returns over 73 weeks, BofA Securities sees limited further runway in light of emerging risks in near term. So, I am in conversation with Amish Shah, India equity strategist, BofA Securities to understand what are the big concerns?

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All Things Markets – Détails, épisodes et analyse

Détails du podcast

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Apple Podcasts

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Liens partagés entre épisodes et podcasts

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Podcasts Similaires Basées sur le Contenu

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify