TMS Ep397: Adani- Hindenburg, grounded aircraft, inflation, lock-in period

It has been 2 months since Hindenburg Research published a scathing report on the Adani Group. Since then, the group has lost over Rs 7 trillion in market cap or m-cap. However, it has also taken steps to regain investor confidence. Find out the group’s journey in these two months; and what needs to be done to get the group back on track? Also, is the worst over for the group’s stocks?

After Covid, there has been a spike in demand for air travel in India in both the domestic and international markets. But at the same time, Indian airlines are not able to level up the capacity for the surging demand. Airlines are facing a shortage of both aircraft and crew. And, more than 100 aircraft of airline companies remain grounded. So, why is a significant number of Indian aircraft remaining grounded? And, how is it taking a toll on Indian aviation? 

From the difficult times being faced by the aviation sector, we now talk about the inflation scourge that has hit the Indian economy.

Core inflation has remained sticky in India. The latest inflation figure of 6.44% in February was above the Reserve Bank of India’s or RBI’s upper tolerance limit. Recovery after the pandemic has been K-shaped and a high inflation rate may further exacerbate it. So, overall, what has been the impact of inflation on the Indian economy? 

Several listed stocks in the market often witness expiry of their lock-in periods, which significantly drives their prices in either direction. So, what is a lock-in period and how does it influence a share? This episode of the podcast decodes it for you and more.