Mark to Market

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Mark to Market episodes

January 19, 2021 133: As DHFL’s fate gets sealed, Piramal must guard against buyer’s remorse
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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8 min
January 16, 2021 132: Auto sector’s Q3 revival may be marred by higher input costs
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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7 min
January 14, 2021 131: Why India sticks out as a sore thumb in debt flows
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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8 min
January 12, 2021 130: Avenue Supermarts’ Q3 is as normal as it can get despite the pandemic.
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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8 min
January 09, 2021 129: Bank shares’ rally needs a disclosure boost in Q3 performance
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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8 min
January 07, 2021 128: The curious case of the two-fold jump in Info Edge shares.
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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8 min
January 05, 2021 127: Ford JV exit shows M&M’s auto troubles, although tractors may have its back
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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7 min
December 31, 2020 126: Tale of two L&Ts, where value creation and destruction go hand in hand
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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8 min
December 29, 2020 125: After a turbulent 2020, revival won’t be easy for aviation firms in new year
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.

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8 min
December 24, 2020 124: Weak dollar to remain a dominant theme for global equities in ’21 as well
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.

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8 min