Page 3 - Team Tms

TMS Ep598: Deal reversals in IT, Indian OTT, India VIX, XPoSat

Will deal reversals continue for Indian IT in 2024? What will 2024 hold in store for OTTs? Is India VIX hinting at a downturn ahead? What is XPoSat? All answers here

TMS Ep597: CEO poll, key events of 2024, markets, Op Prosperity Guardian

How do Indian CEOs see 2024 playing out? What will be the key events to look forward to in 2024? Which key events will shape the markets in 2024? What is Operation Prosperity Guardian? Answers here

TMS Ep595: Alcohol in GIFT City, FMCG stocks, Amrit Bharat Express & more

Can alcohol lift GIFT City's spirits? Who were the top business personalities of 2023? Will rural distress continue to dent FMCG stocks in 2024? What is the Amrit Bharat Express? All answers here

TMS Ep595: Paytm, AI in 2023, stock laggards, EU pact on migration

Why is Paytm pivoting away from lending? What did 2023 reveal about the future of AI? Will the laggards of 2023 turn around next year? What is the new EU pact on migration? All answers here

TMS Ep594: Disney at loss, non-cricket sports in 2023, markets, Krutrim

Why has Disney failed to crack the Indian market? Did non-cricket sports have their day in the sun in 2023? EMs or DMs: Where will the money flow in 2024? What is Krutrim? Answers here

TMS Ep593: Real estate boom, Bollywood's revival, Pulkit Agarwal, GCCs

What's behind the rush to own a flat in Indian metros? Was 2023 the year Bollywood bounced back? Will crude oil hit the $120 a barrel mark in 2024? What are global capability centres? Answers here

TMS Ep592: Electric vehicles, stock markets 2023, Santa rally, Blue Origin

Will 2024 be the year of EVs? What led to the rise of stock markets in 2023? Is the Santa rally over in the markets? What is Blue Origin? All answers here

TMS Ep591: Telecom Bill 2023, end of WFH, airline stocks, Covid-19 JN.1

Telecom Bill 2023: Is allocation better than auction? Was 2023 the year work from home ended? Will IndiGo and SpiceJet stocks face turbulence? What is JN.1, the latest Covid-19 variant? Answers here

TMS Ep590: Telecom Bill 2023, India's space sector, bond market, Bhashini

Has the new telecom bill let OTT off the hook? Did 2023 launch India's space sector into a higher orbit? How should bond market investors prepare for 2024? What is Bhashini? All answers here

TMS 589: Funding winter, IT defer hikes, markets, two-state solution

Is India's funding winter thawing? Why is IT sector facing painful readjustments? Do IT stocks have more steam left? What is the two-state solution? All answers here

TMS 588: Domestic airline crises, megafactories, crypto-run, dry powder

Why do airlines go bust? How can India build megafactories like China? Will Bitcoin's dream run continue in 2024? What is dry powder? All answers here

TMS Ep587: Infosys exits, IPL auctions, markets, Mahadev betting app

Why is Infosys losing talent at the top? Will IPL auctions see a generational shift? Will the markets rally continue for the 8th week? What is the Mahadev betting app case? All answers here

TMS Ep586: India at COP28, IT hiring, Fed pivot, phase-down of fossil fuels

What did India gain from COP28? Why has IT hiring slowed down? What does the Fed pivot mean for Indian markets? How is phase-out of fossil fuels different from phase-down? All answers here

TMS Ep585: Dixon Tech, new CMs, election impact on markets, dunki

Can Dixon become India's Foxconn? Who are the new chief ministers? How will elections in India, US affect markets in 2024? What does dunki mean? All answers here

TMSEp584: Coca Cola Lemon-Dou, Article370, thematic funds, Google antitrust

Why is Coca Cola eyeing the alcobev market? What was the significance of Article 370? Why are thematic funds gaining traction? Epic's antitrust win against Google explained. All answers here

TMS Ep583: Small retail loans, sugar supply, Rahul Singh, Google's Gemini

Is this the end of small retail loans? Will govt's ethanol move fix the sugar supply? How does Tata AMC CIO see markets playing out in 2024? What is Google's Gemini? All answers here

TMS Ep582: North-South divide, govt's cash outgo, markets, interim budget

Is the North-South divide real? What will higher cash outgo mean for govt finances? What will keep the markets busy this week? What is an interim budget? All answers here

TMS Ep581: Pandemic-preparedness, internet growth, markets, 10,000-yr clock

Is India prepared for the next pandemic? What is holding back India's internet growth? What should you do with rate-sensitive stocks? What is Jeff Bezos' 10,000-year clock? All answers here

TMS Ep581: Pandemic-preparedness, internet growth, markets, 10,000-yr clock

Is India prepared for the next pandemic? What is holding back India's internet growth? What should you do with rate-sensitive stocks? What is Jeff Bezos' 10,000-year clock? All answers here

TMS Ep580: Q2 GDP numbers, Chennai calamity, RBI MPC, trading hours

What does a deeper dive into Q2 GDP numbers reveal? Could the Chennai calamity have been avoided? How will the RBI monetary policy impact markets? What are trading hours? All answers here