Episodios

  • 133: As DHFL’s fate gets sealed, Piramal must guard against buyer’s remorse
    Jan 19 2021

    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.

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    6 m
  • 132: Auto sector’s Q3 revival may be marred by higher input costs
    Jan 16 2021

    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.

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    6 m
  • 131: Why India sticks out as a sore thumb in debt flows
    Jan 14 2021

    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.

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    6 m
  • 130: Avenue Supermarts’ Q3 is as normal as it can get despite the pandemic.
    Jan 12 2021

    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.

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    6 m
  • 129: Bank shares’ rally needs a disclosure boost in Q3 performance
    Jan 9 2021

    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.

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    6 m
  • 128: The curious case of the two-fold jump in Info Edge shares.
    Jan 7 2021

    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.

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    6 m
  • 127: Ford JV exit shows M&M’s auto troubles, although tractors may have its back
    Jan 5 2021

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

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    5 m
  • 126: Tale of two L&Ts, where value creation and destruction go hand in hand
    Dec 31 2020

    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.

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    6 m