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Mark to Market
by MINT - HT SMARTCAST
133 EPISODES
Jan 2021
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133: As DHFL’s fate gets sealed, Piramal must guard against buyer’s remorse
MINT - HT SMARTCAST
132: Auto sector’s Q3 revival may be marred by higher input costs
MINT - HT SMARTCAST
131: Why India sticks out as a sore thumb in debt flows
MINT - HT SMARTCAST
130: Avenue Supermarts’ Q3 is as normal as it can get despite the pandemic.
MINT - HT SMARTCAST
129: Bank shares’ rally needs a disclosure boost in Q3 performance
MINT - HT SMARTCAST
128: The curious case of the two-fold jump in Info Edge shares.
MINT - HT SMARTCAST
127: Ford JV exit shows M&M’s auto troubles, although tractors may have its back
MINT - HT SMARTCAST
126: Tale of two L&Ts, where value creation and destruction go hand in hand
MINT - HT SMARTCAST
125: After a turbulent 2020, revival won’t be easy for aviation firms in new year
MINT - HT SMARTCAST
124: Weak dollar to remain a dominant theme for global equities in ’21 as well
MINT - HT SMARTCAST
123: DHFL’s resolution turning for the better, but there is risk of buyers remorse
MINT - HT SMARTCAST
122: Minutes reveal the hawkish side of RBI’s rate-setting committee
MINT - HT SMARTCAST
121: Emerging market equities the most preferred asset class among fund managers
MINT - HT SMARTCAST
120: TCS sees significant cloud opportunities but valuations leave no room for error
MINT - HT SMARTCAST
119: ITC stock gets some light finally but ESG concerns still loom
MINT - HT SMARTCAST
118: Flipkart IPO may ride piggyback on post-covid boom in e-commerce
MINT - HT SMARTCAST
117: RBI unperturbed by liquidity yet, but odds for rate cuts lower
MINT - HT SMARTCAST
116: Auto stocks cheer Nov sales data, but valuations leave less margin of safety
MINT - HT SMARTCAST
115: L&T stock is out of slumber, but further upside depends on execution
MINT - HT SMARTCAST
114: Why Nielsen data contradicts good Q2 show by listed FMCG firms
MINT - HT SMARTCAST
113: After slow IPO, Gland Pharma finds more takers in secondary markets
MINT - HT SMARTCAST
112: Unexciting privatisation news flow keeps a check on BPCL shares
MINT - HT SMARTCAST
111: India needs big promoter-led banks, and the RBI needs sharp sleuths to oversee them
MINT - HT SMARTCAST
110: DBS Bank India’s rescue of Lakshmi Vilas Bank shows RBI has learnt finesse
MINT - HT SMARTCAST
109: Aurobindo's US outlook improves but earnings may just be steady
MINT - HT SMARTCAST
108: IndiGo top aviation stock globally, as vaccine adds fuel to valuations
MINT - HT SMARTCAST
107: Divi’s Laboratories expansion plans raise hopes for its stock
MINT - HT SMARTCAST
106: Gold loan lenders glitter, hope for growth to sustain
MINT - HT SMARTCAST
105: HDFC shows swift recovery from pandemic with an upbeat outlook
MINT - HT SMARTCAST
104: RIL factor makes Airtel shares lag behind, despite market share gains
MINT - HT SMARTCAST
103: Axis Bank keeps provisioning spree but valuations reflect worry on asset quality
MINT - HT SMARTCAST
102: Kotak Mahindra Bank shrinks loan book to stave off pandemic risk
MINT - HT SMARTCAST
101: Take one for growth. RBI's new MPC bats for investment revival
MINT - HT SMARTCAST
100: Bajaj Finance’s Q2 metrics show pandemic pain yet to lessen
MINT - HT SMARTCAST
99: Despite a sequential recovery in Q2, Avenue Supermart's results fall short
MINT - HT SMARTCAST
98: TCS, Infosys leave Accenture far behind on valuations
MINT - HT SMARTCAST
97: Post Covid, Infosys races ahead of TCS on revenue, profit growth
MINT - HT SMARTCAST
96: Government’s pre-festival gift may not boost consumption significantly
MINT - HT SMARTCAST
95: With a slew of measures, RBI's Das becomes the bond whisperer
MINT - HT SMARTCAST
94: Bajaj Finance Q2 update shows EMI charm on consumption still pale
MINT - HT SMARTCAST
93: As govt picks the bill for interest waiver, banks fret over credit culture
MINT - HT SMARTCAST
92: Embassy’s robust rental collections reflect resilience of high-end office properties
MINT - HT SMARTCAST
91: Why Mazagon Dock’s IPO has piqued retail investor interest
MINT - HT SMARTCAST
90: Comatose Lakshmi Vilas Bank needs a quick RBI prescription.
MINT - HT SMARTCAST
89: Accenture’s healthy order wins underpins the optimism in IT stocks
MINT - HT SMARTCAST
88: Jio, flush with capital, turns up the heat on Airtel, Voda-Idea
MINT - HT SMARTCAST
87: With CAMS IPO, investors get a unique play on India’s mutual fund industry
MINT - HT SMARTCAST
86: Despite near decade-low yields, RBI may need to binge on bonds
MINT - HT SMARTCAST
85: Apollo Hospitals’ recovery from covid is encouraging, but its stock is pricey
MINT - HT SMARTCAST
84: Investor hopes from Indian IT rise after HCL Tech’s earnings update
MINT - HT SMARTCAST