Episódios
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Indian stock markets mostly remained in the negative zone during the week except for Wednesday.
Asian stock markets were under pressure amid concerns over the coronavirus outbreak that has slowed production and weakened demand in China.
Back home, I'm sure you've heard about Moody's cutting India's GDP growth forecast.
Amid all this gloom, we at Equitymaster believe in taking advantage of the negativity in the stock market and buy the best stocks that are poised to ride India's economic recovery.
But how to pick the best stocks and what are the opportunities to look out for in such times?
Tune in to find out? -
With the Union Budget out of the way, the focus of the street this week was monetary policy.
In today’s podcast, we try to dive deeper and see not just what the Budget and monetary policy fingerprint was on the markets, but also look at the top stories in the week gone by.
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In an extended week due to budget announcements, we look at the major moves of the market in the week gone by.
The global stock markets ignored every piece of financial news and economic data released in the last few days. They focused solely on the virus and moved choppily during the week.
Indian stock markets have also remained volatile tracking its global peers.
The pre-budget rally was replaced with nervousness until Friday. The Union Budget 2020 failed to cheer the markets on Saturday. The Sensex fell as much as 700 points intraday.
While everyone is talking about the Budget and what it has in store for the stock markets, our analysts at Equitymaster are singing a different tune.
What is it? And how should you react after budget announcement?
Tune in to find out… -
The stock markets in India remained rangebound this week. Economic data releases and third quarter results announcements were the focus of the week.
In this episode, we talk about all that moved the stock markets.
Also, there seems to be a change in wind in the markets. Since the start of 2020, the uptrend in small cap stocks has accelerated…
Are we witnessing a rebound in small cap stocks? What does this trend indicate and what should you do?
Tune in now… -
This week, the BSE Sensex crossed 42,000 level for the first time. While Nifty followed suit, hitting a record high of 12,377.
Broader market indices, smallcaps and midcaps continued to rally during the week.
Will this outperformance stay? What should you do in such times?
We try to decode this and more…
Tune in now! -
Amid geopolitical tensions, stocks markets in India swung from over lows to highs during the week.
Overall, markets remained volatile.
The week witnessed heightened geopolitical tensions after Donald Trump ordered strike on an Iranian commander.
By the end of week, the possibility of an all-out war was diminished.
But could it change tomorrow? What should you do amid such volatile times?
Such macro events bring volatility as well as opportunities to the stock markets.
What are these opportunities?
Tune in to find out now! -
Happy New Year!
The coming year is going to be an eventful one and a number of domestic as well as global factors are likely to dictate the trend for the Indian market.
However, one thing I can assure you is that we are going to closely track the share markets and keep you updated on all the happenings in the coming year.
Stock markets in India were volatile this week.
In shortened trading sessions ahead of New Year's Eve celebrations, global stock markets remained positive.
As the new year kickstarts, we look at the major developments in the week gone by…
Tune in now! -
As the year 2019 draws to close, we look at what moved the markets during this year and the week gone by.
The year 2019 was quite eventful.
From puzzling volatility to surprising gains, it was difficult to determine the course of the market.
In this episode, we look at the top gainers and losers during the year.
With a volatile 2019, how do you expect stock markets to be in 2020?
Tune in before you make your stock picking resolutions this new year and tell us what you think in the comments section below. -
After scaling record highs, stock markets in India turned flattish by the end of the week.
Donald Trump’s impeachment and expected volatility in Tata group stocks influenced the sentiments.
However, the Sensex remained well above its 41,000 levels.
In the podcast, we also talk about other macroeconomic developments that matter to you and your wealth creation.
For example, ratings agency, Moody’s lowered India’s GDP growth projection for FY20.
So, how should you read these numbers and what should you really look at in current times?
We try to decode this and more.
Tune in... -
Stock markets remained rangebound this week too. Macroeconomic news globally and domestically remained the focus of the week.
However, the markets turned green by the end of the week owing to global cues.
Economic concerns continued to affect the market sentiments. India's retail inflation rate in November rose and India's industrial output contracted.
November, but the culprit was food inflation, onions in particular.
So, what lies ahead of the Indian economy?
Tune in to know more... -
In addition to the usual stock market updates of the week, I talk about how RBI’s monetary policy decision and slowing economy impacts you and your portfolio of stocks.
After five rate cuts in a row, the RBI finally hit the pause button.
Last week, the GDP data showed Indian economy is slowing further.
But, should you really worry about it? If not, then what should you do?
Tune in now... -
Despite all the depressing news about the economy in the media the markets were at all-time highs.
The Sensex touched the 41,000 mark for the first time ever on Tuesday and Nifty surpassed the 12,100 mark.
This happens at a time when prime economic indicators are at loggerheads with the market’s euphoria.
The markets however turned flat on Thursday and fell on Friday.
Market participants were cautious ahead of the important GDP and fiscal numbers that were released by the end of this week.
So, will the benchmarks halt the rally and bears take the control?
We try to decode this and more…
Tune in now... -
In today’s episode, I talk about all the major moves of the week, including Modi government’s blockbuster disinvestment, developments in the telecom sector, macroeconomic updates and much more.
Besides I also share Equitymaster’s insights on the current state of the markets.
Sensex once again touched an all-time high this week. It went up as high as 40,816 points intraday.
The Nifty also traded above the crucial resistance of 12,000.
At a time when benchmark indices are touching record highs, the stock market doesn’t seem to mirror the economic fact sheet. We know that the economy has been slowing down...
There has been a disconnect between the macroeconomic environment and markets.
So, is there any clue for us? Is there anything that we are missing in this picture?
We try to decode and more…
Tune in now... -
After trading in green throughout the week, Indian Stock markets turned volatile on Friday after a cut in domestic credit ratings outlook by Moody’s.
To boost the economy, government has been taking several measures.
Recently FM Nirmala Sitharaman said the government will soon use its strong electoral mandate to usher in the next wave of reforms.
There are many reforms in the offing it seems.
What will be these reforms and what lies ahead for the stock markets?
Tune in to know more... -
In today’s episode, I talk about what propelled Sensex to 40,000 mark once again this week.
One of the main reasons for the rally in stock markets was the buzz that PM Modi and FM Nirmala Sitharaman are planning a series of tax alignments for equities in the coming weeks.
Optimism over US-China trade deal and the European Union extending Brexit deadline also boosted the sentiments.
Besides, I also give a quick update on domestic and global top news of the week.
Tune in to know more... -
In today’s episode, I talk about what moved the markets this week and everything that matters to you and your wealth creation before your Diwali fun begins...
Speaking of Diwali, many investors consider it auspicious to buy shares during Diwali.
And to meet this demand, stock exchanges organize Muhurat trading every year and this year’s event will take place on Sunday.
Do pick stocks wisely!
By the way, have you thought of drawing up any investment plans for the new year?
As Samvat 2075 comes to an end, let us take a moment to review the week gone by.
And take your investment decisions accordingly…
Tune in... -
After a long period of underperformance, stock markets traded in green territory throughout the week.
So, is this is a trend reversal and is the bottom forming in the market?
In today’s episode, we try to decode this and more.
We talk about all the major domestic and international developments during the week.
From the global space, Brexit deal remained in focus. Owing to this development, Indian companies that have business exposure to the UK and Europe rallied.
On the macro front, the picture continues to remain grim.
But before you take this gloomy news seriously, you must know what our analysts have to say about this.
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The week gone by was pretty volatile for Dalal street and the global environment is as unpredictable as it can get.
In this episode, we talk about the major global and domestic events that moved the markets.
Indian benchmark indices were mixed with Sensex rising over 600 points and then falling on the other days.
So, what should an average investor do in these volatile times? Are you losing money?
Let us know your views in the comments section below.
Meanwhile you can tune in to find out what we think.
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The euphoria created by the surprise cut in the corporate tax rate faded this week. Concerns about the health of the financial sector shook the stock market.
The turmoil in the financial sector erased all the gains made by several companies.
Mayhem in Yes bank, Lakshmi Vilas Bank and India bulls Housing Finance roiled the markets this week.
Then came RBI’s 25 basis points rate cut, which did not help revive the sentiments.
In this episode, we talk about what lies ahead for the Indian economy.
Then we get to the other headlines including, US-China trade worries, government’s divestment plans, automobile sales and more.
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The rally in Indian stock markets triggered by the government’s corporate tax rate cut flashed a bullish signal for the markets.
Will the bulls stay, or bears take the control back?
In this episode, we talk about the market sentiments after the rate cut.
Then we get to the other headlines including, impeachment inquiry on Donald Trump, Thomas Cook’s collapse, IRCTC IPO, PMC bank crisis and more.
We also talk about an important announcement that went unnoticed in the euphoria of the government's tax rate cuts.
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