Mark to Market

By Mint - HT SmartcastBusiness Entrepreneurship News Investing Business News

Mark to Market episodes

October 29, 2020 103: Axis Bank keeps provisioning spree but valuations reflect worry on asset quality
Axis Bank kept up with its cautious approach to asset quality in the September quarter notwithstanding encouraging signs of recovery in its balance sheet. Tune in to our podcast to find out more about the third largest private sector lender's performance last quarter.

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8 min
October 27, 2020 102: Kotak Mahindra Bank shrinks loan book to stave off pandemic risk
Kotak Mahindra Bank kept to its conservative approach amid a pandemic, choosing to shrink its loan book to stave off risk in the September quarter. To find the key trends during Q2, listen to our podcast here:

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7 min
October 24, 2020 101: Take one for growth. RBI's new MPC bats for investment revival
RBI's newly minted rate-setting committee is looking beyond short-term boosts to growth. Minutes show that the MPC discussed the sovereign yield curve and its implications on investment. The focus was not limited to fixing the demand shock but of how to revive investments.

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7 min
October 22, 2020 100: Bajaj Finance’s Q2 metrics show pandemic pain yet to lessen
Consumer lender Bajaj Finance's September quarter performance showed that recovery from the covid-19 pandemic could be sluggish and long drawn. Tune in to find out more.

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7 min
October 20, 2020 99: Despite a sequential recovery in Q2, Avenue Supermart's results fall short
For a stock that trades at an exorbitant multiple of 149 times trailing twelve-month earnings, Avenue Supermarts Ltd's September quarter results are a bit disappointing. Avenue, runs the DMart chain of retail stores, reported a 12% drop in revenues year-on-year. Listen in to our podcasts to find out more.

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8 min
October 17, 2020 98: TCS, Infosys leave Accenture far behind on valuations
Global IT giant Accenture is double the size of India's largest IT company TCS. Yet Accenture's valuations are comparatively far modest. What explains this divergence? Indian investors are far more excited about the prospects of IT companies than in the US. The difference, it seems, lies in the composition of Indian and US markets.

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8 min
October 15, 2020 97: Post Covid, Infosys races ahead of TCS on revenue, profit growth
Infosys Ltd has been beating Tata Consultancy Services Ltd on growth metrics for a while now. Post-covid, the extent of outperformance has only increased. Listen in to our podcast to find out more details.

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8 min
October 13, 2020 96: Government’s pre-festival gift may not boost consumption significantly
Finance minister Nirmala Sitharaman’s fiscal stimulus announcements in a press conference on Monday turned out to be a bit of a damp squib. What gives? Give our podcast a listen to find out more.

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7 min
October 10, 2020 95: With a slew of measures, RBI's Das becomes the bond whisperer
The RBI announced a series of measures on Friday that would give big benefits to the bond market. In fact, every prayer of the bond market got answered on Friday, even the silent ones. So what has the RBI done?

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7 min
October 08, 2020 94: Bajaj Finance Q2 update shows EMI charm on consumption still pale
The COVID-19 pandemic is said to have altered consumer behaviour drastically. For a consumer lender such as Bajaj Finance, the implications of this are already visible. Here's why. Tune in to our podcast by @PallaviPengonda to find out more.

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7 min