Automobile companies have benefited from a strong festival season show. This is expected to reflect in the December quarter results but higher input costs could play spoilsport.

Mark to Market

132: Auto sector’s Q3 revival may be marred by higher input costs

DHFL’s acquisition would be a positive for Piramal Enterprises despite the short-term requirement of a large capital infusion. Even so, Piramal Enterprises must guard against buyer’s remorse as it sets to acquire DHFL. Why is that? Tune in here to find out.

133: As DHFL’s fate gets sealed, Piramal must guard against buyer’s remorse

It has been 13 days into the New Year and some old trends are still playing out. One is that of dollar outflows from India’s bond markets. India’s equity market continues to see record dollar inflows but foreign investors are still exiting bonds. What gives? Tune in here to find out more.

131: Why India sticks out as a sore thumb in debt flows

Avenue Supermarts' is recovering at a faster pace than expected. Q3FY21 revenues grew by 10%, marking a reversal in the trend of revenue drop seen in the first half of FY21. Tune in here to find out more.

130: Avenue Supermarts’ Q3 is as normal as it can get despite the pandemic.

Banking shares have been one of the biggest gainers in the recent equity market rally. But can banks show the performance to justify the gains? December quarter results may show mostly healthy numbers but stress is still lurking in the balance sheets of lenders.

129: Bank shares’ rally needs a disclosure boost in Q3 performance

Shares of Info Edge (India) have risen about 11% so far in 2021, taking its rise compared to the lows of March to over 200%. Many analysts are struggling to justify valuations. What are the reasons behind the meteoric rise in the stock price? Tune in here to find out.

128: The curious case of the two-fold jump in Info Edge shares.

After forging several JV with Ford is the latest move in this regard. What are the implications? Listen in to find out.

127: Ford JV exit shows M&M’s auto troubles, although tractors may have its back

Larsen & Toubro Ltd's market cap is currently at Rs 1.8 trillion, the exact same levels as three years ago. Actually, things would have been far worse, but for the stellar performance of its IT services subsidiaries. Why is that? The details are in this podcast. Listen in.

126: Tale of two L&Ts, where value creation and destruction go hand in hand

The aviation sector has been among the worst hit in 2020. Will 2021 bring any respite? Tune in here to find out what the new year can bring for Indian airlines.

125: After a turbulent 2020, revival won’t be easy for aviation firms in new year

The US government announced a stimulus package of $900 billion. While the jury is still out on whether this is enough to move the needle on recovery, it does pave the way for further US dollar weakness. Find out more about the US dollar outlook in this podcast.

124: Weak dollar to remain a dominant theme for global equities in ’21 as well

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.

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

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.

122: Minutes reveal the hawkish side of RBI’s rate-setting committee

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

121: Emerging market equities the most preferred asset class among fund managers

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.

120: TCS sees significant cloud opportunities but valuations leave no room for error

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.

119: ITC stock gets some light finally but ESG concerns still loom

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.

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132: Auto sector’s Q3 revival may be marred by higher input ...

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