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TMS Ep636: Private capex, Softbank AI, Novelis IPO, Mumbai Metaverse
Can private capex offset govt spend curbs in FY25? Can AI help Softbank turn around in India? What does Novelis IPO mean for Hindalco investors? What is Mumbai Megapolis Metaverse? Answers here
 "TMS Ep636: Private capex, Softbank AI, Novelis IPO, Mumbai Metaverse")
Can private capex offset govt spend curbs in FY25?
The RBI recently urged the private sector to step up and take over the responsibility of driving capex, thereby relieving the govt. Can private capex offset the slowing momentum of govt capex in FY25?
 "Can private capex offset govt spend curbs in FY25?")
Will AI help Softbank turn things around in India?
India’s AI landscape is set for significant growth. Japanese investor SoftBank Group has confirmed a strategic shift towards investing heavily in India’s expanding AI market. What does this signify?
 "Will AI help Softbank turn things around in India?")
What does Novelis IPO mean for Hindalco investors?
Hindalco is taking its key subsidiary Novelis public in the US by selling a partial or complete stake in the company. As investors await key details of the IPO, what could this mean for investors?
 "What does Novelis IPO mean for Hindalco investors?")
What is the Mumbai Megapolis Metaverse?
India’s financial capital has unveiled its ‘digital twin’ called the Mumbai Megapolis Metaverse. It offers an immersive vision of the city’s future where one can explore the proposed transformations
 "What is the Mumbai Megapolis Metaverse?")
TMSEp635: WhatsApp chatbot, nutraceutical regulation, markets, Paytm FASTag
Will tech companies follow Meta’s lead on deepfake? Do nutritional supplements need better regulation? Are markets overvalued? How to deactivate and replace Paytm FASTag? All answers here
 "TMSEp635: WhatsApp chatbot, nutraceutical regulation, markets, Paytm FASTag")
Will tech cos follow Meta’s lead on deepfake?
Tech giant Meta has recently found a way to crack down on the problem of deepfake and misleading content online. It will soon introduce a dedicated chatbot on Whatsapp to identify deepfakes
 "Will tech cos follow Meta’s lead on deepfake?")
Do nutritional supplements need better regulation?
Increasing demand for dietary supplements has prompted the govt to consider stricter regulations for the nutraceutical industry. It wants nutraceuticals to be of the same standards as pharmaceuticals
 "Do nutritional supplements need better regulation?")
Are markets overvalued at current levels?
Equity markets have been steadily edging higher over the past few days, with the Nifty50 index hitting a fresh all-time high. So, is it time to get cautious? What should be your investment strategy?
 "Are markets overvalued at current levels?")
How to deactivate and replace Paytm FASTag?
Recently, the Indian Highways Management Company advised highway users to buy FASTags from 32 authorised banks and not Paytm Payments Bank. But what if you own a FASTag by Paytm Payments Bank?
 "How to deactivate and replace Paytm FASTag?")
TMSEp634: Air travel safety, online gaming, CPSE stocks, bereavement policy
How can air travellers fly safely in Indian skies? What's next for online gaming after SRO failure? Is it time to be cautious in CPSE stocks? What is Air Canada's bereavement policy? All answers here
 "TMSEp634: Air travel safety, online gaming, CPSE stocks, bereavement policy")
What's next for online gaming after SRO failure?
The govt served another blow to the online gaming industry. It rejected self-regulatory organisation proposals of the industry associations. It argued the self-regulation proposals lacked neutrality
 "What's next for online gaming after SRO failure?")
How can air travellers fly safely in Indian skies?
Close encounter of aircrafts on the runway are an escalating challenge facing the aviation sector, amid the rising number of operational aircrafts. What is leading to this & how can they be minimised?
 "How can air travellers fly safely in Indian skies?")
Is it time to be cautious in CPSE stocks?
Shares of Central Public Sector Enterprises have been on a roll in the past four months. What does this mean for the future prospect? Does this signal caution or will the rally continue unabated?
 "Is it time to be cautious in CPSE stocks?")
What is Air Canada's bereavement policy?
Air Canada recently made headlines following a dispute over the ‘refund policy’ offered by its chatbot to a customer. Find out Air Canada’s bereavement policy and a context to the recent developments
 "What is Air Canada's bereavement policy?")
TMS Ep633: Electoral bonds, startup rebound, IT stocks, Sora AI
What’s next after the electoral bonds ban? Are India’s listed startups turning the corner? Will IT sector be the dark horse of 2024? What is Sora AI? All answers here
 "TMS Ep633: Electoral bonds, startup rebound, IT stocks, Sora AI")
Are India’s listed startups turning the corner?
Indian startups are rekindling their IPO aspirations, this time with a renewed emphasis on improving profitability before going public. Several of them also reported robust earnings in Q3FY24
 "Are India’s listed startups turning the corner?")
What’s next after the electoral bonds ban?
The Supreme Court of India quashed Electoral Bonds, sending shockwaves through India’s political landscape. This move may expose all those engaged in this contentious form of political financing
 "What’s next after the electoral bonds ban?")
Will IT sector be the dark horse of 2024?
Dalal Street has been betting on IT stocks, reflected in their sharp gains recently. With the US Fed rate cut timeline remaining uncertain, can the IT segment still emerge as the dark horse in 2024?
 "Will IT sector be the dark horse of 2024?")
What is Sora AI?
The creator of ChatGPT, OpenAI introduced a new advancement in generative artificial intelligence called Sora. The tool is capable of generating short-videos instantly based on written commands
 "What is Sora AI?")
