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Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. Markets, Modi, Gold & Grief: A Week That Shook India Markets on Edge It was a volatile week for Indian equities. With Israel-Iran tensions escalating and Brent crude spiking over 12%, investors dumped risky assets. The Nifty 50 closed down 1.14% at 24,718, while the Sensex slipped 1.30%. Market heavyweights like HDFC Bank, Reliance, and SBI led the decline. Vinod Nair of Geojit said early optimism from US–China trade talks faded quickly. “Global risk-off sentiment took over. Safe havens like gold and US bonds rallied.” 5 Big Market Triggers This Week: Israel-Iran conflict – with US and UK now militarily involved. US Fed Meet (June 17–18) – No rate cut expected, but Powell's tone will matter. Crude Oil Surge – Could reignite inflation, hurt margins. FPI Outflows – ₹4,812 crore pulled out in June so far. Macro Data Watch – WPI, trade numbers, Eurozone CPI, and US jobless claims on radar. Throw in the G7 summit in Canada and it's a headline-heavy week ahead. Air India Crash: A Nation Mourns A high-level probe begins into the devastating Air India Flight AI-171 crash that killed 270 people, including former Gujarat CM Vijay Rupani. The Boeing 787 crashed just after takeoff from Ahmedabad on June 12. Only one passenger, Vishwashkumar Ramesh, survived. A committee led by the Union Home Secretary has three months to recommend new aviation safety protocols. The second black box has been recovered, and DNA identification of victims is underway. Authorities praised the swift rescue response, but the nation now waits for answers. Gold's Glimmer Grows Gold is closing in on the ₹1 lakh mark. On June 13, 24K gold hit ₹99,058 per 10g, buoyed by geopolitical fears, a soft dollar, and a weakening rupee. Experts say don't sit this out. Naveen Mathur of Anand Rathi recommends gold ETFs via SIPs as a smart hedge. Devang Shah from Axis MF says more upside is possible. Meanwhile, central banks are hoarding gold amid what some call “global de-dollarization”. Gold ETF assets are up 88% year-on-year, now near ₹59,000 crore. Modi's Global Pitch: India Means Business At the India–Cyprus CEO Forum, PM Modi showcased India's digital and economic might. “Fifty percent of the world's digital transactions happen through India's UPI,” he said, adding Cyprus may soon join India's UPI network. Fresh off a rare third-term win, Modi underlined India's path to becoming the world's third-largest economy, with over $100 billion in annual infrastructure investment. The new Manufacturing Mission aims to turn India into a hub for electronics, semiconductors, biotech, and green tech. Maritime development, civil aviation, and startups are also key pillars. “Our 100,000+ startups sell solutions, not dreams,” Modi declared. Savings Shrink, But Capex Soars India's gross domestic savings dropped to 30.7% of GDP in FY24, down from 32.2% in FY15. More worryingly, household savings fell to 18.1% of GDP, while household debt surged to 6.2%—almost double in a decade. But there's a silver lining: public capital expenditure is booming. FY25 capex hit ₹10.5 trillion, and FY26 is set to hit ₹15.5 trillion, a 17% jump. April alone saw 14.3% of the Centre's budgeted capex already deployed. Non-petroleum exports hit $374 billion in FY25, up 6%, led by electronics and pharma. Though FY26 may see a slight dip, rural demand looks solid—thanks to good agri prospects and rising wages. Urban sentiment, however, still lags. Learn more about your ad choices. Visit megaphone.fm/adchoices
What does it take to transform a bank into a benchmark for digital innovation? Ravi Santhanam, CMO and Head of Direct to Consumer Business at HDFC Bank, shares how India's largest private sector bank is redefining customer experience through technology, data, and bold leadership. In this episode of The CMO Show, Ravi reveals how HDFC Bank is leveraging India's unique digital infrastructure to deliver hyper-personalised services, disburse loans in seconds, and empower both customers and employees. From MarTech to AI, Ravi's story is a masterclass in how marketing can drive measurable impact, fulfil demand, and lead change across an entire organisation. The CMO Show is produced by ImpactInstitute, in partnership with Adobe. www.impactinstitute.com.au | https://business.adobe.com/au
The Nifty closed flat but held the 25,100 level, gaining for a fifth straight session. IT stocks lent support while heavyweights like HDFC Bank and RIL dragged. In this episode of Market Minutes, Nandita Khemka breaks down key technical levels, expert advice on navigating consolidation phases, and why Maruti, Aditya Birla Capital, IIFL Finance, Kaynes Tech, and liquor stocks are in the spotlight today. Plus, a look at the World Bank's trimmed global and India growth outlook. In our Voice Of The Day segment, market expert Sunil Subramaniam weighs in on mutual fund trends. Market Minutes is a morning podcast that brings you the top stories to kickstart your trading day—covering stocks in the news, macro trends, and global market cues.
In this episode of Market Minutes, Nandita Khemka breaks down the sharp rebound in Indian equities following the RBI's surprise 50 bps rate cut and CRR reduction. We spotlight the rally in banking, financials, and gold financiers, track foreign fund flows, and scan key global cues, including the solid moves on Wall Street following hotter-than-expected U.S. jobs data. Plus, stocks to watch today include HDFC Bank, IndusInd Bank, M&M, MCX, BEL, UPL, and more. Tune in for your complete pre-market briefing. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.
Just two days after the Pahalgam terror attack, alarm bells went off inside India's financial system. A stern message from an HDFC Bank executive summed up the mood: “They may come for us now.”The national security tragedy triggered a sudden and sweeping crackdown on India's digital payments ecosystem. Behind closed doors in Delhi, top officials from the Finance Ministry, Home Affairs, and the Reserve Bank of India launched a coordinated push to track suspicious merchant activity online like gambling, betting, drug trafficking. The idea was to follow the money all the way to its possible links with terror funding.The fallout? Payment aggregators are scrambling, banks are under intense pressure, and merchant screening firms are suddenly flooded with work. Everyone's rechecking everything. But who's the collateral damage?Tune in. If you have any thoughts or questions about this episode, send them to us as texts or voice notes on Daybreak's WhatsApp at +918971108379. Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
Buffett to Step Down Greg Abel Steps UpIn a surprise announcement at Berkshire Hathaway's AGM, Warren Buffett, 94, revealed he will retire as CEO by end-2025. His successor: Greg Abel, 62, Berkshire's vice-chair overseeing its vast non-insurance businesses like BNSF Railways and Dairy Queen. Abel, a low-profile Canadian known for strategic thinking and integrity, has been the designated successor since 2021. The board is expected to formalize his appointment. Buffett's children won't lead the company—son Howard will become non-executive chairman, while their $140B stake goes to philanthropy. Abel now prepares to helm the $1 trillion giant, with a clear mandate: preserve the Berkshire culture while navigating a new era. HDFC Bank's ₹15 Trillion Comeback After years of stagnation, HDFC Bank's market cap has crossed ₹15 trillion, joining Reliance and TCS in the elite club. Its shares surged 35% over the past year, prompting brokerages to raise price targets to ₹2,340. This marks a major reversal from earlier struggles—tech outages, RBI sanctions, and a tough merger with HDFC had battered its performance. CEO Sashidhar Jagdishan stabilized the ship through aggressive credit card pushes, tech upgrades, and branch expansion. Now focusing on SME lending and retail growth, HDFC is poised to ride India's next wave of economic expansion, even as analysts say one solid quarter could fully reset investor sentiment. AI Is Now Hiring Artificial Intelligence is no longer just a productivity tool—it's becoming the recruiter. Companies like Grapevine, Hyring, AssessHub, and Babblebots are automating early stages of hiring, conducting video interviews, evaluating candidates via facial recognition and behavioral cues. Razorpay, for instance, is testing AI for both screening and onboarding. The results? Up to 80% cost savings and 50% reduction in HR hours. Yet, not everyone is sold—CIEL HR found video-based AI interviews off-putting for candidates. Experts warn the current boom may be “curiosity revenue,” with no clear moats in place. Still, with hiring volume set to rise, AI's role in HR seems here to stay. Shell Considers Bold BP Takeover Shell is quietly exploring a possible acquisition of BP Plc, aiming to capitalize on BP's 30% stock slump amid weak oil prices and investor unrest. The potential merger would be one of the oil industry's largest ever, reuniting two British energy giants. But Shell is moving cautiously. CEO Wael Sawan says the “bar is high,” favoring stock buybacks unless a deal clearly boosts value. Activist investor Elliott has taken a 5% stake in BP, urging the company to consider transformative steps. A takeover would give Shell new access to US markets and deepen its oil portfolio—but only if the price, and timing, are right.
From a big hike in minimum pensions to HDFC Bank catching up with Goldman Sachs in market cap, the diplomatic thaw in Canada-India ties, churn at Infosys, Hero's big move at Ather Energy, and why gold and silver are making headlines this Akshaya Tritiya. Tune in for the big stories.
சந்தையின் ஏற்றத்துக்கு HDFC Bank-தான் காரணமா, ஏற்றத்தில் Share Market, கொண்டாட்டத்தில் Investors, இதே நிலை தொடருமா, ஒருவர் தங்கத்தில்... எவ்வளவு முதலீடு செய்யலாம், 14 மாதத்தில் 75% விலை அதிகரித்த Gold Price... என்ன காரணம் போன்ற விஷயங்களை இந்த வீடியோவில் பேசியிருக்கிறார் வ.நாகப்பன்.
To get your dose of daily business news, tune into Mint Top of the Morning on Mint Podcasts available on all audio streaming platforms. https://open.spotify.com/show/7x8Nv1RlOKyMV5IftIJwP1?si=bf5ecbaedd8f4ddc This is Nelson John, and I'll bring you the top business and tech stories, let's get started. Markets Rally as Nifty Erases Losses Just weeks ago, Nifty was deep in the red. Now, it's wiped out its losses for the year, riding a six-day rally that has made India one of the world's best-performing markets this month. On Monday, Nifty surged 1.32% to 23,658, while Sensex rose 1.4% to 77,984. HDFC Bank, Reliance, SBI, and ICICI Bank led the charge. “The correction's done—we could be heading toward record highs,” says veteran investor Ramesh Damani. Foreign investors are returning, pumping in over ₹8,000 crore in two days. However, some experts remain cautious, citing global trade tensions and volatility. Sebi Eases Investment Rules, Boosts Transparency India's market regulator, Sebi, has revamped investment rules, doubling the disclosure threshold for foreign investors from ₹25,000 crore to ₹50,000 crore, allowing alternative investment funds to take more risks, and easing fee collection restrictions for advisors. The move, led by new chairman Tuhin Kanta Pandey, gives investors greater flexibility while maintaining oversight. Sebi has also set up a high-level committee to address conflicts of interest and strengthen governance, signaling a push for a more transparent and investor-friendly market. Quick Commerce Becomes a Lifeline for Consumer Brands For early-stage consumer brands, quick commerce is no longer just an add-on—it's becoming their biggest sales channel. Startups like Sweet Karam Coffee and Wholsum Foods (Slurrp Farm) are restructuring supply chains to meet Blinkit, Zepto, and Instamart's rapid delivery demands. Sweet Karam Coffee, for instance, shifted to regional hubs, leading to a sixfold revenue surge, with 50% of sales now coming from quick commerce. Investors like Fireside Ventures see this as their fastest-growing segment. However, challenges such as high marketing costs, limited shelf space, and operational complexities could threaten long-term profitability. Car Insurance Discounts Come at a Hidden Cost The car insurance market has transformed into a game of deep discounts and costly add-ons. Insurers lure customers with up to 80% premium cuts but recover profits by charging separately for essentials like zero depreciation, roadside assistance, and preferred garages. Some policies, especially for commercial vehicles, are issued at 95-99% discounts, distorting true pricing. While insurers claim add-ons offer flexibility, experts warn that the actual cost of insurance is now buried under multiple layers—leading to confusion and higher consumer expenses. Lentils at the Center of India-US Trade Tensions A new 10% import duty on pulses has put lentils at the heart of India-US trade talks. The US wants yellow lentils to be classified separately from red masoor to avoid the tax. Currently, both fall under the same harmonized system of nomenclature (HSN) code. India is considering duty-free US pulse imports, even as Washington prepares retaliatory tariffs on Indian goods next month. However, changing HSN classifications is a lengthy process. Despite rising domestic production, India still relies on imports, with Canada and Australia supplying the bulk of lentils. The fate of yellow lentils remains uncertain, keeping pulses a key issue in India's global trade strategy.
In this episode, Shantanu is absolutely thrilled to sit down with Luis Miranda—Founding Member of HDFC, Ex-CEO of IDFC, and the founder of the Indian School of Public Policy. This one is packed with wisdom, laughter, and invaluable insights for anyone interested in leadership, impact, and the startup ecosystem!Luis is the kind of person who doesn't take himself too seriously—despite having built some of India's most iconic institutions. He's an incredible storyteller, effortlessly blending high IQ with deep emotional intelligence.This time, the conversation is even more fun and candid, as Shantanu and Luis explore everything from leadership to the social issues that truly drive him. Luis has spent years working on causes that matter, constantly seeking to understand people and their challenges in a way only few do.From this episode, you'll learn about what it takes to build and scale institutions, the importance of having strong role models, and why giving back is just as important as success.And here's the best part—Luis has a way of making complex ideas sound effortless. His honesty, his warmth, and his storytelling make this episode a must-listen!We hope you enjoy this conversation as much as we did. Drop your thoughts in the comments—what resonated with you the most?Navigate your journey through this conversation:00:00 Coming Up02:38 The Importance of Reaching Out10:06 Building Relationships Through Conversations17:35 Career Path and Influences21:01 The Journey of HDFC Bank and Citibank36:19 Transitioning from Banking to Tech Startups39:00 Entering the Venture Capital World45:59 Exploring Development Sector Opportunities52:19 Finding Purpose in Work and Life54:12 World of Development59:58 The Importance of Reflection and Mentorship01:07:32 The Hunger for Success01:11:55 Finding Your Sweet Spot in Business01:12:30 The Impact of Middle Management01:16:00 Loneliness at the Top01:17:50 Prioritizing What Matters01:20:00 The Importance of Perspective01:21:40 Mindfulness in a Fast-Paced World01:23:30 Navigating Young People's Challenges01:26:30 The Balance of Hard Work and Care01:27:10 Understanding Entitlement in the Workplace01:28:33 Activism and Awareness in Today's Youth01:30:00 The Trade-offs in Public Policy01:32:42 Men's Mental Health and Societal Expectations01:37:27 The Role of Equity and Individuality01:39:51 Lessons from Indian Civilization01:41:01 Happiness and Expectations01:44:39 Final Thoughts on Life and Work
Marketbuzz Podcast: Indian markets may open in the green according to the GIFT Nifty. Watch out for stocks like Dalmia Bharat, IndiaMART, HDFC Bank and HUL among others.
In this episode of Market Minutes, Lovisha Darad talks about the key events that would shape markets this week. After second week of gains, market participants will watch out how India Inc's Q3 unfolds, followed by minutes of FOMC meeting, and global cues. Among stocks in focus, watch out for HDFC Bank, ITC, and IndusInd Bank. Also, catch Vinit Bolinjkar of Ventura Securities on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.
On Episode 473 of The Core Report, financial journalist Govindraj Ethiraj talks to Jay Kothari, Senior Vice President, Global Head International Business and Lead Investment Strategist at DSP Mutual Fund. SHOW NOTES (00:00) The Take (07:14) Markets were down last week, 2025 will be muted. (09:25) CLSA dumps HDFC Bank from portfolio, focusses on Tata Motors and NTPC, among others. (12:12) Crude oil prices hit a 2 month high. (13:47) Foreign investors bought barely half a billion dollars net last year but not all FIIs are the same and some are more faithful than the others. (24:42) Forex reserves down $13 billion in three weeks to $640 billion. (25:48) After Ford, its time for pizza maker Papa John to return to India India Energy Week, Feb 11-14 Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
Marketbuzz Podcast: Indian markets may open in the red according to the GIFT Nifty. Watch out for stocks like HDFC Bank, Siemens India, Ola Electric and more.
Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Thursday, December 26, 2024. This is Nelson John, let's get started.Honda and Nissan are set to merge by mid-2025, along with Mitsubishi, creating the world's third-largest auto group after Toyota and Volkswagen. The new entity, valued at $50 billion, is expected to generate $191 billion in revenue and sell over 8 million cars annually. The merger is driven by challenges in China, where both brands are losing market share, and the need to accelerate EV development. The merger promises cost savings, shared resources, and a stronger push into electrification, though sceptics question its potential success, citing previous failed auto tie-ups. N Madhavan explains what the whole merger is about. In India, where Honda and Nissan hold marginal market shares of 1.4% and less than 1%, the impact may involve shared platforms and streamlined operations, but specifics on their manufacturing facilities remain unclear.N Srinivasan, CEO and MD of India Cements, along with other board members, resigned yesterday, following UltraTech Cement's acquisition of a 32.72% stake in the company. The Aditya Birla Group-owned UltraTech, now the majority shareholder, has made India Cements its subsidiary. The resignations, including those of Srinivasan's family members Rupa Gurunath and Chitra Srinivasan, as well as V.M. Mohan, marks the end of the existing promoters' control over the South-based cement maker. India's leading banks and financial institutions are embracing AI to improve services, cybersecurity, and efficiency. SBI, BoB, HDFC Bank, Axis Bank, and Poonawalla Fincorp are developing in-house AI capabilities, focusing on proprietary models to leverage sensitive data securely. SBI is seeking patents for its AI/ML innovations, avoiding reliance on Big Tech's public models. BoB is extending AI and Generative AI across its operations. HDFC Bank uses AI for fraud prevention, customer service, and pre-approved offers while exploring private Large Language Models. Axis Bank is piloting AI-driven solutions for fraud detection in international payments. Experts see this as a shift from banks relying on tech firms to developing their own AI intellectual property. Shouvik Das and Shayan Ghosh report on how Indian lenders are taking AI more seriously than ever. A string of blockbuster films, including Pushpa 2: The Rule, Bhool Bhulaiyaa 3, and Mufasa: The Lion King, has rejuvenated shopping malls and retailers in late 2024, following a sluggish start to the year. Mall operators report a high single-digit growth in sales for the December quarter, fueled by these hits and festive season demand. Lata Jha spoke to industry insiders who highlighted that, footfalls, which had dropped earlier in the year, doubled in this period, driven by cinema releases and festive shopping. Multiplexes, a key driver of mall traffic, spurred consumption across categories like apparel, food, and jewellery. However, inflation and reduced government spending during elections had earlier cooled retail demand.As 2024 wraps up, it's clear that some of the year's biggest tech innovations fell short of their lofty promises. Generative AI faced mounting skepticism over its high costs, errors, and limited real-world adoption. India's Smart Cities Mission struggled to deliver on its promise of true urban transformation. The metaverse failed to live up to its hype amid technical and economic challenges. Web3 and NFTs lost their early momentum due to regulatory hurdles and market volatility. Even quantum computing, while advancing, remains far from everyday application. Leslie D'Monte takes a close look at these tech letdowns from the year gone by. As we head into 2025, wealth managers are zeroing in on sectors poised to thrive and those better avoided. Financial services stocks stand out as a top pick, with reasonable valuations and the potential for monetary stimulus to revive credit growth and stabilize margins. In contrast, metals face persistent challenges like sluggish global growth and overcapacity in China, making them a sector to steer clear of. Here's what the experts recommend for the year ahead. Dipti Sharma writes on the top sectors to pick and avoid in the coming year.
In this episode of Market Minutes, Neeshita Beura dives into the factors behind Sensex and Nifty's sharp declines, Federal Reserve rate cut expectations, a record low for the rupee, and widening trade deficits. The podcast also explores key stock movers like Reliance Industries and HDFC Bank, alongside Ambuja Cements' merger plans and Aditya Birla Real Estate's latest acquisition. In the Voice of the Day segment, Ajit Mishra, SVP of Research at Religare Broking, shares his outlook on IT stocks. Market Minutes is a morning podcast, putting the spotlight on trending stocks, crucial data points, and evolving market trends.
Welcome to CNBC-TV18's Marketbuzz Podcast. Here are the top developments from around the world ahead of the trading session on December 18 -The Nifty also closed below the 50-Day Moving Average (DMA), which is around the mark of 24,400 after a fall of over 300 points. 49 out of the 50 Nifty stocks ended with losses on Tuesday with Cipla being the only outlier that barely managed to stay afloat above the flat line. 41% of the 330-point fall that the Nifty saw on Tuesday came from its top five laggards - HDFC Bank, Bharti Airtel, TCS, ICICI Bank, and L&T. Even Reliance Industries played its part in taking the Nifty lower. -It remains to be seen whether any relief is forthcoming from the institutional end on Wednesday as a lot of the IPO funds locked up would be refunded by Tuesday evening. While no such relief was seen on Tuesday when the process began, the bulls would rest their hopes on Wednesday. -Wednesday's session will see three listings, that of MobiKwik, Vishal Mega Mart and Sai Life Sciences. While MobiKwik and Vishal Mega Mart saw healthy subscription figures, Sai Life saw a subdued response but may still list at a premium to its IPO price. -Stocks to track: Aurobindo Pharma, JSW Energy, Ambuja Cements, Exide Industries, insurance stocks, Aditya Birla, Edelweiss Financial -Global markets are on the edge ahead of key central bank decisions, including the US Federal Reserve, the impact of which will be seen during Thursday's trading session. The Bank of Japan will also be announcing its monetary policy decision on Thursday. Asian shares turned higher this morning, shrugging off Wall Street's modest declines as traders braced for the Federal Reserve's final policy decision of the year. Tune in to the Marketbuzz Podcast for more cues
Welcome to CNBC-TV18's Marketbuzz Podcast. Here are all top news from around the world ahead of the trading session of December 3 -On Monday, the markets started the week on a positive note ending in the green for the second consecutive day. The session opened weak due to disappointing GDP data but recovered as select heavyweight stocks across sectors gained momentum, driven by optimism over potential measures from the Reserve Bank of India (RBI) to support the economy in its upcoming MPC meeting. Broader market outperformed with both midcap and smallcap indices gaining more than 1% each. -Nifty, meanwhile, climbed back to 24,250, led by Reliance Industries, Infosys and HDFC Bank. If the index sustains above 24,350, the index is expected to form higher highs and higher lows on the hourly chart, maintaining a positive short-term trend. -Foreign institutions remained net sellers in the cash market on Monday, while domestic institutions were net buyers. -Nagaraj Shetti of HDFC Securities believes the short term trend of Nifty remains positive. A sharp upside breakout is expected above 24,350-24,400 levels in the next couple of sessions. -Going ahead, Siddhartha Khemka of Motilal Oswal expects EV sector to be in focus after reports stated that the government is likely to evaluate a ₹9,000-crore initiative to boost the production of key battery components in India. -For today, GIFT Nifty was flat this morning, indicating a muted start for the Indian market. -Stocks to watch: BPCL, Coal India, Cipla, KPI Green, Torrent Power, Solar Industries, KEC International, Muthoot Capital -Global cues: Asian shares rose to follow the upbeat tone on Wall Street where a rally in the world's largest technology companies drove stocks to fresh all-time highs. Equity benchmarks gained in Japan, South Korea and Australia. Hong Kong and US futures were steady. The moves came after the S&P 500 notched its 54th closing record this year on Monday, and the tech-heavy Nasdaq 100 rose more than 1%. -Oil edged higher as traders watched for clues on OPEC+'s supply plans ahead of a key meeting this Thursday. Gold was steady, staying within a narrow trading range where it's been for the past week. Tune in to Marketbuzz Podcast for more cues
In today's episode for 30th November 2024, we tell you how banks package their loans to sell them to investors, and what's happening with HDFC Bank on that front. Speak to Ditto's advisors now, by clicking the link here - https://ditto.sh/9zoz41
Marketbuzz Podcast: Indian markets may open strongly in the green according to the GIFT Nifty. Watch out for stocks like Reliance Industries, HDFC Bank, Zomato and others.
In this episode, Mawer portfolio managers and analysts discuss what they fundamentally look for in a bank as an investment. Specifically, how they view banks and the industry trends, as well as local dynamics, and ultimately what makes each of these businesses both unique and attractive. David Ragan discusses Scandinavian banks, highlighting Handelsbanken's smart lending and DNB's stability. Josh Samuel analyzes DBS in Singapore, emphasizing its low cost of funds and high ROE. Grayson Witcher focuses on J.P. Morgan in the U.S., noting its strong management and unique financial assets, while Alex Romaines examines First Citizens Bank in the U.S., which capitalized on market turmoil. Mark Rutherford covers Canadian banks, noting their conservative strategies and high ROE. Siying Li discusses HDFC Bank in India, and Asim Hussain explores Mitsubishi UFJ in Japan, emphasizing their unique upward-sloping yield curve. Key Takeaways: The ideal bank investment is stable, lends to reliable clients, and operates in a rational, well-regulated market. Diversification in lending, funding, and economic exposure helps prevent insolvency and builds resilience, crucial in a highly leveraged industry. The Scandinavian banking environment is stable and well-regulated, with rational competition and prudent lending. Banks like Sweden's Handelsbanken and Norway's DNB provide consistent returns, low loan losses, and steady growth, supported by smaller, consolidated markets and strong economic stability. DBS in Singapore sustains strong net interest margins and 15–16% ROE. Strong management boosts investor returns through higher payouts, reducing risks from limited growth in foreign markets. U.S. banks face intense competition with little brand differentiation, often competing on interest rates alone. While experienced in managing risk, they are vulnerable in recessions. Banks trade at lower valuations than other sectors due to weaker competitive advantage. J.P. Morgan stands out in the U.S. market due to its strong management, high returns, low leverage, and strategic acquisitions during downturns. It diversifies through unique assets, investment banking, and asset management, enhancing resilience. The U.S. banking industry is fragmented and competitive, with a history of crises. Fragility creates opportunities for well-managed banks trading below intrinsic value. Canadian banks are highly consolidated and operate with a leveraged model, lending and raising equity. They now generate significant revenue from wealth management and insurance, reducing dependence on loan spreads. Strong regulatory relationships foster stability, with banks earning attractive returns while supporting economic growth. HDFC Bank, India's largest private bank, has strong management and benefits from a growing economy. With low non-performing loans and high ROE, it continues gaining market share from public sector banks, despite short-term challenges from its recent acquisition. Mitsubishi UFJ, Japan's largest bank, has a rich history and significant market share. With an upward-sloping yield curve and a focus on digitalization, it stands to benefit from rising interest rates, driving potential profit growth despite past challenges in the Japanese banking sector. Host: Andrew Johnson, CFA, Mawer Institutional Portfolio Manager Guests: David Ragan, CFA, Mawer Portfolio Manager, Joshua Samuel, CFA, Mawer Equity Analyst, Grayson Witcher, CFA, AB Mawer Portfolio Manager, Alex Romaines, CFA, Mawer Equity Analyst, Mark Rutherford, CFA, Mawer Portfolio Manager, Siying, CFA, Mawer Equity Analyst, Asim Hussain, CFA, Mawer Equity Analyst For more details and full transcript visit: https://mawer.com/the-art-of-boring/podcast This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit Mawer at https://www.mawer.com. Follow us on social: LinkedIn - / mawer-investment-management Instagram - / https://www.instagram.com/mawerinvestmentmanagement/
Welcome to CNBC-TV18's Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of November 5 -Yesterday, the Nifty 50 ended sharply lower on the back of US poll uncertainty and a poor second quarter results show. The index even broke below the October consolidation low of 24,073 and even closed below the mark of 24,000. -Majority of the losses came from banking names that were the top contributors to the downside, along with Reliance Industries. 40% of the 309-point drop that the Nifty saw on Monday came from HDFC Bank, ICICI Bank, Reliance Industries and Axis Bank. -With Monday's fall, the Nifty is down nearly 9% from its record high of 26,277, which it had hit on September 27. The overall session led to an erosion of ₹6.5 lakh crore in investor wealth. -However, this morning, the GIFT Nifty was trading at discount of nearly 50 pts from Nifty Futures Monday close, indicating a start in the red for the Indian market. -During Tuesday's trading session, which will also be the weekly expiry for the Financial Services index, stocks like ABB India, Bata India, Gland Pharma, IRCTC, JK Paper, KEC International, P&G Health, Raymond and Amara Raja will be reacting to their results that were reported after market hours on Monday. -Dr. Reddy's and Titan are the two Nifty names reporting results during Tuesday's trading session, along with a host of broader market names like GAIL, Berger Paints, Mankind Pharma, JK Tyre, Manappuram Finance, eClerx Services and CCL Products. -Asian equities were set for a mixed day amid increasing risk-off sentiment, as the clock ticked down to a tight US presidential election and the Federal Reserve rate decision. -In the run-up to Tuesday's vote, equity traders decided to stay on the sidelines as a flurry of polls showed Americans remained narrowly split between Donald Trump and Kamala Harris. The likelihood of a disputed result may eventually drag the vote count out for weeks or even months. For many, that means one thing — a potential rise in volatility. -Overnight, the US markets ended lower to start the new week on a risk-off note as uncertainties over the US Presidential Election outcome and the Fed rate decision kept investors on the edge. The Dow Jones fell over 250 points, recovering from the lows of the day as at one point, the index was down over 400 points. The S&P 500 and Nasdaq Composite swung between gains and losses, eventually ending the session with a 0.3% cut each. -Apart from US polls, there are additional catalysts likely to move the market. Election Day will quickly be followed on Thursday by the Fed decision and Jerome Powell's press conference, where he'll give details on the central bank's interest-rate path. A big chunk of US firms are due to report earnings. Tune in to the Marketbuzz Podcast for more news and cues
In the 2024 financial year, Apple sold products worth $8 billion in India. This was a third more than the previous year.But how did a premium company like Apple that hates giving discounts sell products worth 8 billion dollars in a country as price sensitive as India? Apple obviously knew that its phones were unaffordable for most people in India?It found an answer was easy financing. After the Covid-19 outbreak in 2020, Apple made financing tie-ups with banks a mainstay. And one of the most important deals Apple made was with India's largest private sector lender, and leading credit card issuer HDFC Bank. In fact, it was one of the costliest deals HDFC had. Thanks to it, HDFC customers have been enjoying exclusive cashbacks on Apple products ever since.Here's the bad news. The deal between Apple and HDFC is now over.What happened?Tune in.
Welcome to CNBC-TV18's Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of October 22 -A rebound from lows for the Nifty 50 was short-lived on Monday as despite the best efforts from HDFC Bank and Reliance Industries, the index ended in the red, without any follow-up buying. For the 93 points contributed by the Nifty heavyweights to the upside, there was a team of Kotak Mahindra Bank, Infosys, IndusInd Bank, ICICI Bank and Tata Consumer Products to offset those gains. -Today, shares of Bajaj Housing Finance, 360 One WAM, City Union Bank, HFCL, Jana Small Finance Bank, Mahindra Logistics, Union Bank of India are some of the broader market names that will react to results. -Earnings: Bajaj Finance, Adani Energy Solutions, Adani Green, Amber Enterprises, Can Fin Homes, Chennai Petro, ICICI Prudential, Indus Towers, IIFL Securities, M&M financial, ICICI Securities, Persistent Systems, Coforge, Shoppers Stop, SRF, Varun Beverages, Zensar Technologies, Olectra Greentech, Zomato -GIFT Nifty was trading flat this morning vs Nifty Futures' Monday's close, indicating a muted-to-positive start for Indian market -Other stocks to track: Tata Motors, RVNL -Hyundai Motor India IPO lists today. Its grey market premium has declined to 2%, with shares now trading at a premium of Rs 48 as against the issue price of Rs 1,960. The IPO of Hyundai Motor India, the Indian arm of South Korean automaker Hyundai, got subscribed 2.37 times on the third day of the bidding last week, helped by institutional buyers. This is the largest IPO in the country, surpassing LIC's initial share sale of Rs 21,000 crore. -Asian equities declined for a second day as Wall Street stocks took a breather after notching their longest weekly rally this year. Bonds tumbled on cooling expectations of Federal Reserve rate cuts. Shares in Australia, Japan, and South Korea all fell, while futures for benchmarks in Hong Kong pointed to losses. That's after equities in the US dropped from nearly overbought levels, following a relentless advance to all-time highs. -Overnight in the US, the S&P 500 fell 0.2% with all of its major groups but technology pushing lower. The Dow Jones Industrial Average slid 0.8%. Nvidia Corp. hit a record high, with the Nasdaq 100 up 0.2% -Oil prices fell this morning, paring the previous day's nearly 2% rise as the top U.S. diplomat renewed efforts to push for a ceasefire in the Middle East, and as slow demand in China, the world's top oil importer, continued to weigh on the market. Brent crude futures for December delivery were down 26 cents, or 0.3%, at $74.03 a barrel. Tune in to Marketbuzz Podcast for more cues
In this episode of Market Minutes, Lovisha Darad talks about key events that investors will eye this week. India Inc's Q2 results, geopolitical tensions, and FII flows movement are likely to dictate market trends this week. Over 400 corporates will report Q2 results this week, with Bajaj Finance, HUL in focus. Also, catch VK Vijayakumar of Geojit Financial Services on Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.
Welcome CNBC-TV18's Marketbuzz Podcast. Here are top news from around the world ahead of the trading session of October 21 -The market recorded its third consecutive weekly loss, marking the longest losing streak of 2024, despite a surge on Friday that helped reduce the decline. A recovery in banking majors during the final session helped pare some losses, with both the Nifty and Sensex closing above 24,860 and 81,220, respectively. -Sector performance was mixed, with banking, financials, and realty posting decent gains, while auto, metals, and FMCG sectors were the top losers. The broader indices reflected a similar trend, as the midcap index lost nearly a percent while smallcap closed slightly positive. -Today, in the absence of any major triggers, market participants will focus on upcoming earnings for direction. Shares of HDFC Bank, Kotak Mahindra Bank, and Tech Mahindra, which reported earnings over the weekend, will be in focus on Monday. -Earnings: UltraTech Cement, Hindustan Unilever, Bajaj Finance, Bajaj Finserv, HUL, SBI Life, ITC, Bharat Electronics, BPCL, HPCL, Coal India, JSW Steel, Shriram Finance, ICICI Bank. -Stocks to watch: Alembic Pharma, HDFC Bank, MCX, Star Cement -On the global front, Asia's benchmark stock index rose this morning, while gold touched a record high as tensions in the Middle East stoked demand for the asset as a haven. Australian stocks climbed, while Japanese equities swung between gains and losses. US futures rose after the S&P 500 notched up a sixth straight weekly increase, its longest winning streak this year following a slew of corporate results and signs the world's largest economy remains robust. -On Friday, US stocks closed their latest winning week with more records. The S&P 500 rose 0.4% to squeak past the all-time high it had set early this week. The Dow Jones Industrial Average added 0.1%, to its own record set the day before, and the Nasdaq composite gained 0.6%. Netflix helped drive the market with a leap of 11.1% after the streaming giant reported stronger profit for the latest quarter than analysts expected. That was despite a slowdown in subscriber growth. -In US earnings this week, Tesla Inc. faces questions on its production targets and regulatory challenges after the unveiling of its much-hyped Cybercab failed to enthuse investors and quell concerns over its recent vehicle sales. -Now, despite the ongoing positivity in the US markets, the Indian markets have been largely unresponsive, a divergence likely to persist due to continued foreign fund outflows. Ajit Mishra of Religare Broking says that any change in the fund flow pattern would also be on the participants' radar. -This morning, the GIFT Nifty was trading flat versus Nifty Futures' Friday's close, indicating a muted-to-negative start for the Indian market. Tune in to Marketbuzz Podcast for more cues
-Welcome to CNBC-TV18's Marketbuzz Podcast. Here are the top developments from around the world ahead of the trading session on October 10 -Ratan Tata, the former chairman of the diversified Tata Group and a towering figure in Indian business, passed away at the age of 86 last night. He has left behind a profound legacy of business leadership, global expansion, and a deep commitment to societal betterment, having reportedly donated 60–65% of his income to charitable causes. The state of Maharashtra has announced one day of state mourning. -The Nifty needed follow-up buying post Tuesday's rebound to confirm that a bottom has indeed been made for now. However, that was not to be. For a better part of Wednesday's trading session, the Nifty continued to move higher, carrying on from where it left off on Tuesday, but a swift reversal in the second half not only took the Nifty down from the day's high, but also end the session on a negative note. Reliance Industries and HDFC Bank have been leading the recent sell-off on the index as well. Adding to their underperformance was a sell-off in index FMCG names. ITC, Nestle India, Britannia, most of these names saw selling pressure over worries of them reporting weak results. -Thursday will be a very important trading session for the markets. Nifty will have its weekly options expiry, earnings season begins with TCS reporting results, the US will report its CPI figures for the month of September and other broader market names like Tata Elxsi and IREDA will also be reporting results. -Stocks to watch: Adani Enterprises, Vedanta, Infosys, Patanjali Foods, Britannia, JM Financial, PNC Infratech, Rain Industries, GR Infra, Star Health Insurance, Zee Entertainment -Asian equities rose Thursday after their US peers set a fresh high ahead of inflation data that may define Federal Reserve policy easing in the coming months. Shares in Japan, South Korea, Australia and China all advanced. -Back in the US, the S&P 500 rose 0.7% to a record high on Wednesday, its 44th of the year, with tech shares again propelling the gains. Apple Inc. climbed 1.7%. Nvidia Corp. halted a five-day rally while Tesla Inc. edged lower ahead of the Robotaxi launch. Alphabet Inc. fell 1.5% on news the US is weighing a Google breakup in a historic big-tech antitrust case. -US consumer price data to be released later Thursday is expected to show inflation further moderating, supporting the Fed's anticipated easing in the coming months. Despite this, market pricing indicates the likelihood of another 50 basis point rate cut is all but off the table following last week's strong jobs report. -Oil prices rose in early Asian trade on concerns about potential supply disruptions in the Middle East, with Israel planning to strike oil-producer Iran, and on spikes in fuel demand as a major storm barreled into Florida Brent crude futures were close to $77 a barrel. -GIFT Nifty was trading with a premium of more than 100 points from Nifty Futures' Wednesday close, indicating a gap-up start for the Indian market. Tune in to the podcast for more cues
Welcome to CNBC-TV18's Marketbuzz Podcast. Here are top news from around the world ahead of the trading session of October 8 -The counting of votes for Haryana and Jammu and Kashmir assembly polls will be done today. Political parties and leaders wait with bated breath for the Haryana Assembly poll results, with the ruling BJP confident of retaining power for a third term, and the Congress, which is out of power for 10 years, more than hopeful of making a comeback. Meanwhile, in Jammu and Kashmir, this is the first election since the abrogation of Article 370 in 2019. So, it's a pivotal moment for the Union Territory as it awaits its first elected government in five years. -On October 7, was another day of Nifty opening higher and the recovery getting sold into. The Nifty broke more key levels on the downside in Monday's session, carrying on from where it left off on Friday. -HDFC Bank continued to lead the losses in Monday's session as well. The stock is also down six days in a row and has lost over ₹1 lakh crore in market capitalisation during this period. HDFC Bank shares had seen a brief recovery towards the close of trade but yet again that was swiftly sold into. -Stocks in focus: HDFC Bank, Godrej Consumer Products, Mahanagar Gas, Nykaa, Bharat Electronics, Sobha, MOIL, Hi-Tech Pipes, HEG -The GIFT Nifty was lower this morning trading at a discount of more than 100 pts from Nifty Futures Monday close, indicating a gap-down start for the Indian market. -Chinese stocks listed in the mainland jumped this morning as trading resumed following a week-long holiday, with encouraging home sales and consumption data giving fresh impetus to a rally sparked by Beijing's stimulus blitz. Shares dropped in Japan, South Korea and Hong Kong after Wall Street was dragged down by a tech selloff, geopolitical angst and bets on a smaller Federal Reserve rate cut. -Overnight, the S&P 500 fell 1% on Monday after notching a four-week winning run. Alphabet Inc. sank 2.4% as a judge ruled it must lift restrictions that prevent developers from setting up rival marketplaces that compete with its Google Play Store. -Brent crude has jumped above $80 a barrel amid mounting tensions in the Middle East. In the wake of Friday's solid jobs data, Treasuries continued to drop — with the 10-year yield topping 4%. Tune in to the Marketbuzz Podcast for more cues
Welcome to CNBC-TV18's Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of October 7 -The Nifty 50 on Friday did huff and puff its way to somehow close above 25,000, it could not avoid registering its worst week of 2024, a week that saw ₹17 lakh crore erosion in the overall market capitalisation of BSE-listed companies. The trio of HDFC Bank, ICICI Bank and Reliance Industries contributed to over 40% of the sell-off seen on the Nifty during Friday's session, although FMCG stocks were the ones that triggered the move downwards during the final trading day of the week. -The upcoming week promises no respite either. The tensions between Iran and Israel continue to remain an overhang as there has been no positive development on that front. This will also have an impact on the Reserve Bank of India's policy decision on Wednesday. -While a majority of CNBC-TV18's Citizen's MPC believes that the RBI should not cut rates, they believe that there should be a change in the central bank's stance to "neutral." -Earnings season begins in the second half of the upcoming week with TCS kickstarting proceedings on Thursday, October 10, along with other broader market names like Tata Elxsi, IREDA and others. -The Nifty bulls may look for some respite on Monday considering the oversold setups and a positive handover from Wall Street post the non-farm payrolls data. -Stocks to watch: Titan, IndusInd Bank, Federal Bank, Macrotech Developers, Godrej Properties, Adani Wilmar, Metropolis Healthcare, RBL Bank, L&T Finance, GAIL, Gravita India, MTNL, Landmark Cars -Asian stocks rose this morning after stronger-than-expected US payroll data underscored the health of the world's largest economy and boosted optimism over a soft landing. Equity benchmarks in Australia, South Korea and Japan all gained after the S&P 500 and Treasury yields rose on Friday as traders trimmed bets on Federal Reserve interest-rate cuts. US 10-year yields climbed a further one basis point Monday, nearing the key 4% threshold. -Over in the U.S, stocks advanced on Friday after a stronger-than-expected jobs report gave investors confidence around the health of the economy. Data showed nonfarm payrolls grew by 254,000 jobs in September, far outpacing the forecasted gain of 150,000 from economists polled by Dow Jones. The S&P 500 rose 0.9%, while the Nasdaq Composite jumped 1.22%. The Dow Jones Industrial Average added 0.81% to notch an all-time closing high of 42,352.75. -Oil drifted lower as traders weighed Israel's potential retaliation against Iran for a missile attack last week, with President Joe Biden discouraging a strike on Tehran's crude fields. -The GIFT Nifty was trading higher, at a premium of over 80 pts from Nifty Futures Friday close, indicating a gap-up start for the Indian market. Tune in to the Marketbuzz Podcast for more cues
Welcome to CNBC-TV18's Marketbuzz Podcast. Here are top developments from around the world ahead of today's trading session -Thursday resulted in a sixth straight day of gains for the Nifty and this six-day winning streak itself has resulted in gains of over 800 points for the index, powered by the index heavyweights HDFC Bank and ICICI Bank. The Nifty Bank has been a key catalyst in this surge that the Nifty has seen going into a fresh series. -Auto stocks led by Maruti powered the Nifty ahead during Thursday's trading session. India's largest passenger car manufacturer now has a market capitalisation of well over ₹4 lakh crore. The other bits of gains came from Metal stocks, which continued to rally on hopes of further stimulus being injected in China. -Friday's trading session will see the Nifty index rejig taking place post closing and Trent and Bharat Electronics (BEL) will become part of the Nifty 50, replacing LTIMindtree and Divis Laboratories. There will also be rejig in the Nifty Bank and the Nifty 500, and an increase and decline in weightage in a lot of stocks. - GIFT Nifty was trading with a premium of 45 points from Nifty Futures' Thursday close, indicating a start in the Green for the Indian market. Stocks in focus: IT stocks, Prataap Snacks, Biocon, Nuvama Wealth Management, KEC International, Thangamayil Jewellers, Adani Green Energy, RailTel, RITES, Indian Bank, NTPC Green -Stocks in Asia extended gains as risk appetite across financial markets got a further boost from China's latest stimulus measures and upbeat US momentum. Equities in Australia advanced, while China's benchmark CSI 300 Index is set for its biggest weekly gain in almost a decade after officials pledged to increase fiscal support and stabilize the property sector to revive growth. -Overnight, in the US, revised data showed the US economy in better shape than initially expected, spurred mainly by bigger consumer-driven growth fueled by robust incomes. A decline in US jobless claims underscored the resilience of the labor market. But investors tuning into commentary from Fed Chair Jerome Powell on Thursday didn't get any details on the economic outlook or path for monetary policy. -Thursday's Wall Street trading session ended on a strong note, with the three major averages posting gains and the S&P 500 closing at a fresh record for the third time this week. The Nasdaq Composite also notched four straight winning days. -In commodities, oil slid further as Saudi Arabia was reportedly committed to increasing output in December, while Libya named its new central bank governor, opening the way to reviving some crude production. Copper rallied back above $10,000 a ton and iron ore broke through $100 while gold hit yet another record high on Thursday. Tune in to the Marketbuzz Podcast for more cues
Welcome to CNBC-TV18's Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of September 26 -It seems the Nifty 50 is currently in a not-ready-to-go-down mode. The most minor dip gets bought into swiftly and the index continues to scale new peaks. Wednesday's session was no different and 26,032 is now the new record high for the Nifty and it remains to be seen for how long will that stay. -It was a surge in the index heavyweights in the final few minutes of the trading session that took the Nifty to a new peak. HDFC Bank, Reliance Industries, Axis Bank, ICICI Bank, all of them saw a spurt during the final half hour, propelling the index higher. The monthly expiry of the Nifty Bank also had a role to play. -Thursday is the monthly expiry of the Nifty and the index has gained over 850 points so far this series. This will be the fourth consecutive F&O Series that the Nifty ends with gains, having gained over 300 points in August as well. -Gift Nifty was little changed this morning indicating a muted start for the Indian market this morning. -Stocks to focus: Vedanta, PB Fintech, Five-Star Business Finance, Adani Group, ASK Automotive, SpiceJet, IDFC -Asian equities rallied this morning as fresh signs of vigor in technology stocks spread across Asia. Currencies pared sharp moves from the prior day that supported the dollar over the yen. Equity benchmarks in the tech-heavy markets of Japan and South Korea advanced. -Chinese equities fluctuated in opening trade. The Golden Dragon index of US-listed Chinese stocks fell on Wednesday, which may be an early sign of fatigue for the stimulus-driven rally in Chinese stocks this week. -The Dow Jones and S&P 500 retreated from their respective record highs on Wednesday as some selling pressure emerged at higher levels for the two Wall Street benchmarks. The S&P 500 fell 0.2%, while the Dow Jones shed 0.7% or nearly 300 points during the trading session to end below the mark of 42,000. The Dow also snapped a four-day winning streak in the process. However, the Nasdaq just managed to end above the flat line. -In commodities, oil was steady after plunging in the previous trading session. West Texas Intermediate, the US oil price, slipped more than 2% on Wednesday to settle below $70 a barrel. Elsewhere, gold traded steady near an all-time high as the weak US data bolstered the case for deeper interest rate cuts. Tune in to Marketbuzz Podcast for more cues
Welcome to CNBC-TV18'S Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of September 23 -The GIFTNifty was higher this morning, trading at a premium of nearly 90 pts from Nifty Futures Friday close, indicating a gap-up start for the Indian market. -After the choppy Friday session, the Nifty ended 1.8% higher for the week and has now gained in five out of the last six weeks. -This will be the September series expiry week and the focus will now shift back to domestic factors as the major global event is out of the way. After a week of lull, the first week of October will start with companies reporting their quarterly business updates before IT companies kickstart the September quarter earnings season. -The handover from Wall Street is a subdued one as the benchmark indices had a quiet session on Friday but not before they notched up yet another week of gains and the Dow Jones ended at a record high. -Asian stocks traded in a narrow range this morning as investors weighed a raft of data which reinforced concerns about the health of China's economy. -Stocks to track: Reliance Industries, HDFC Bank, Dr. Reddy's Laboratories, Vodafone Idea, Tata Steel, KEC International, Adani Total Gas, Ramco Cements, HFCL, Glenmark Pharma, Aarti Drugs, BHEL, ONGC, Mankind Pharma, Godfrey Phillips Tune in to the Marketbuzz Podcast for more cues
Welcome to CNBC-TV18's Marketbuzz Podcast. Here are all top developments from around the world ahead of the trading session of September 5 -Wednesday's session finally brought to an end the 14-day rally, as Dalal Street sold off in-line with the meltdown seen in global equity markets overnight.The Nifty recovered more than 100 points from the lows of the day as the index found support just below 25,100 and reversed from those levels. -For the remaining week, of course, a lot will depend on how Wall Street moves overnight ahead of the all important jobs data on Friday. Thursday is also the weekly expiry for the Nifty, its first for the September series and that will also have a part to play in the index moves. -This morning, the GIFT Nifty was trading with a premium of more than 100 points from Nifty Futures' Wednesday close, indicating a gap-up start for Indian market. -Stocks to watch: Reliance Industries, Sona BLW, GIC Re, Vedanta, Century Textiles, Suzlon, HDFC Bank, PNB Housing Finance -Asian stocks regained some ground this morning after a global selloff as traders awaited this week's US payrolls data to gauge the extent of the Federal Reserve's easing. The dollar steadied. Overnight in the US, the S&P 500 and the Nasdaq Composite fell for a second straight session in a lackluster start to September. -The MSCI Asia Pacific Index rose 0.5% after falling more than 2% on Wednesday, its biggest drop since the Aug. 5 rout. South Korea's Kospi jumped more than 1%, led by a rebound in the shares of chipmakers. Japan's benchmarks fluctuated following the yen's strength. -With the Fed set to begin cutting rates in a few weeks, the main question now is how big the first reduction will be. Monthly US employment data due Friday will help determine the answer. The jobs report last month stoked growth fears and Chair Jerome Powell has made it clear the Fed is now more concerned about risks to the labor market than inflation. -In commodities, oil steadied near the lowest close since June 2023 as an industry report pointed to a big draw in US crude stockpiles. Meanwhile, gold traded at around $2,495 after finding support following the US job openings data. Tune in to the Marketbuzz Podcast for more cues
Welcome to CNBC-TV18's Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of August 30 -The last time the Nifty gained 11 days in a row was nearly two decades ago, way back in September 2007. The 11th day of gains during its monthly expiry session was courtesy Reliance Industries as one-third of the Nifty's gains on Thursday came from RIL. An otherwise sluggish session on the Nifty was brought to life when Reliance Industries announced that it will consider a 1:1 bonus issue at its board meet on September 5. The resultant spike saw the Nifty make a new high of 25,192 before ending at a record closing high of 25,151. -A big factor for Friday's trading session though, will be the MSCI adjustments, which will take place in the final few minutes of the trading session. This means that HDFC Bank, which has been an underperformer, will see the first tranche of its weightage increase in the MSCI indices. Analysts are expecting the lender to receive flows ranging between $1.4 billion to $1.8 billion. -Both foreign and domestic investors were net buyers in the cash market on Thursday but the numbers will also be skewed due to the block deals seen in stocks like InterGlobe Aviation, PB Fintech and Welspun Living. -Stocks to watch: Infosys, Tata Motors, sugar stocks, RVNL, ITI, NBCC, SpiceJet, CDSL, LIC, Lemon Tree -Asian stocks advanced as upbeat US growth data suggested the Federal Reserve is engineering a so-called soft landing for the economy. Equities in Australia and South Korea rose while those in Japan inched up. The MSCI Asia Pacific Index headed for a fourth month of gains as traders awaited a key US inflation report due Friday. -A rally Friday will cap the best month for US and global stocks since June amid bets the Fed will ease policy as it tames inflation without the economy tumbling into recession. US output grew at a slightly stronger pace in the second quarter than initially reported, reflecting an upward revision to consumer spending that more than offset weaker activity in other categories. -In commodities, oil was steady after jumping Thursday on positive US economic data and worsening supply disruptions in Libya. Meanwhile, gold slipped. -GIFT Nifty was trading higher this morning at a premium of nearly 20 pts from Nifty Futures Thursday close, indicating a start in the green for the Indian market. Tune in to Marketbuzz Podcast for more cues
Send us a textEver wondered what it takes to challenge the status quo and embrace opportunities? Join us on this episode of "Inspire Someone Today" as we chat with Luis Miranda, an extraordinary dot connector and trailblazer who transitioned from a low-paying job at Citibank India to co-founding the Indian School of Public Policy. Listen as Luis shares his insights on the power of taking risks and trusting one's capabilities, inspired by his time at Chicago Booth and the guidance of mentors like Deepak Parikh. His journey is a testament to how seizing unexpected opportunities can lead to remarkable success.Luis's story is both inspiring and educational, offering listeners a unique perspective on navigating career paths and embracing uncertainties. From his early days at HDFC Bank and HSBC to breaking ground in private equity with Chrys Capital, Luis emphasizes the importance of confidence and resilience. He reflects on pivotal moments influenced by Richard Feynman's thought-provoking questions, and how focusing on performance rather than pedigree can carve out a successful career path. His meticulous approach to managing multiple roles using tools like Google Calendar is a practical takeaway for anyone juggling numerous commitments.The episode also delves into the nitty-gritty of startup execution, strategy, and the pitfalls of bureaucracy. Drawing from his extensive experience, Luis highlights the critical aspects of execution, financial management, and risk mitigation. He argues for the value of sharing financial success and the dangers of excessive bureaucracy, even in small organizations. Through engaging anecdotes and valuable lessons, Luis's narrative underscores the importance of innovative thinking, perseverance, and not being overly concerned with others' opinions. Tune in for a masterclass in entrepreneurship and learn how to make a meaningful impact in any field. Available on all podcast platforms, including, Apple Podcasts, YouTube, Spotify
Join an insightful conversation with S Swaminathan, Founder and Partner of ContraMinds Labs, as they delve into decoding customer minds, shaping effective strategies, and fostering a robust organizational culture in today's dynamic business environment. 00:35- About S Swaminathan Swami is the founder and partner of ContraMinds Labs, which is focused on decoding people's minds strategy and culture. He has built strategic expertise in customer relationship management, especially using one-to-one marketing communication, analytics, marketing technology tools, and digital solutions He has successfully implemented data-driven strategies on brands and firms like DHL Worldwide Express, ICICI Bank, Computer Associates, Novo Nordisk, Kimberly Clark, Shoppers' Stop, NIIT, Visa, HDFC Bank, HSBC, Mahindra, Aditya Birla Capital, Trent, Landmark Group amongst many others. --- Support this podcast: https://podcasters.spotify.com/pod/show/tbcy/support
Welcome back to CNBC-TV18's Marketbuzz Podcast. Here are all the top developments from around the world ahead of the trading session of August 14 -On Tuesday, the street wanted the weightage of HDFC Bank to be increased in one go, but MSCI decided to increase it in two tranches. The first one now, and the second in November, subject to compliance with the foreign headroom limit. That did not please the market participants. HDFC Bank's shares were already down 11% from the July 3 peak and Tuesday saw another 3% drop. 50% of the Nifty's fall on Tuesday came from India's largest private lender. The Nifty yet again faced pressure above 24,350 and swiftly reversed from those levels, once HDFC Bank continued to decline. -Besides HDFC Bank, SBI, ITC and Bajaj Finance also contributed to the Nifty fall on Tuesday, albeit in a lesser quantum compared to the index heavyweight. -Wednesday will now be the weekly expiry for both Nifty and the Nifty Bank as Thursday will be a market holiday on account of Independence Day and the Parsi New Year. For the weekly expiry session, 24,100 becomes the key level on the downside for the Nifty. The fact that the Nifty has closed near the lowest point of the day will not please the bulls. -Wednesday's trading session will see the final bits of earnings reactions from stocks like Hero MotoCorp, Apollo Hospitals, Manappuram Finance, Muthoot Finance, SJVN, MTAR Technologies among others. -This morning, the GIFT Nifty was trading with a premium of 75 points from Nifty Futures' Tuesday close, indicating a gap-up start for the Indian market. -In terms of global cues, stocks in Asia followed a rally on Wall Street as bets mounted that the upcoming US consumer price report will give the Federal Reserve confidence to start cutting rates in September. -The MSCI Asia Pacific Index climbed for a fourth session, extending its recovery from a historic Aug. 5 selloff. Equity benchmarks were mostly higher, with those in Japan and Taiwan jumping more than 1%. The gains came after the US producer price index rose less than forecast, helping to fuel a 1.7% rally in the S&P 500. -Overnight, the S&P 500 saw its biggest four-day rally this year. The Nasdaq 100 climbed 2.5%. Starbucks Corp. surged 25% after ousting its chief and picking Chipotle Mexican Grill Inc.'s Brian Niccol as its next leader. Tune in to Marketbuzz Podcast for more news and cues
Welcome to CNBC-TV18's Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of August 13 -On Monday, while the dip got bought into, similar to what the trend has been over the last few sessions, the Nifty could not sustain at higher levels as the recovery got sold into. The market remained fairly resilient to any potential concerns arising from the latest report from US-based short-seller Hindenburg Research. -Tuesday's session will see a lot of stock specific moves, particularly HDFC Bank, that may determine the trajectory of the Nifty during the session. India's largest lender will see an increase in weightage in the MSCI Global Standard Index but in two tranches. Nuvama Alternative is anticipating inflows worth $1.8 billion in the first adjustment that will take place on August 30. -Tuesday's session will see more PSU earnings reactions like Hindustan Copper, RCF, IRFC, HUDCO, along with other names like Vodafone Idea, Camlin Fine Sciences, Ami Organics, Campus Activewear, DOMS Industries, ITI etc. -Three Nifty stocks - Hero MotoCorp, Apollo Hospitals and Hindalco report results on Tuesday, along with broader market names like Emcure Pharma, Dish TV, Dilip Buildcon, IRCTC, Muthoot Finance, Piramal Enterprises, HEG, among others. -Other than that, shares of state-run Rail Vikas Nigam Ltd. will be included in the MSCI India Index, which is part of the MSCI Global Standard Index as part of its latest reshuffle. Six other stocks besides RVNL, namely Vodafone Idea, Dixon Technologies, Oil India, Prestige Estates, Oracle Financial and Zydus Lifesciences have also found a place in the MSCI India Index as part of the latest rejig. Bandhan Bank is the only Indian stock that will be excluded from the index. -Asian stocks rose this morning, fully recovering their losses from last week's rout, bolstered by an advance in Japanese shares. Japan's equities rose after a holiday, as a weaker yen supported exporters. MSCI's Asia-Pacific gauge rose as much as 1% to erase losses from last week's tumble. The S&P 500 closed little changed ahead of US inflation data later Tuesday and Wednesday. Treasuries held Monday's gains. -Oil remained near the $80 level it hit on Monday, as the US sees an Iranian attack against Israel as increasingly likely. Israel's sovereign debt was cut by one notch by Fitch Ratings, which kept a negative outlook on the credit as continued military conflict weighs on the country's public finances. Tune in to the Marketbuzz Podcast for more cues
In the 2024 financial year, Apple sold products worth $8 billion in India. This was a third more than the previous year. But how did a premium company like Apple that hates giving discounts sell products worth 8 billion dollars in a country as price sensitive as India? Apple obviously knew that its phones were unaffordable for most people in India?It found an answer was easy financing. After the Covid-19 outbreak in 2020, Apple made financing tie-ups with banks a mainstay. And one of the most important deals Apple made was with India's largest private sector lender, and leading credit card issuer HDFC Bank. In fact, it was one of the costliest deals HDFC had. Thanks to it, HDFC customers have been enjoying exclusive cashbacks on Apple products ever since.Here's the bad news. The deal between Apple and HDFC is now over.What happened?Tune in.
In this episode of Market Minutes, Nandita Khemka talks about the key factors to watch out for this week. The BSE Sensex and Nifty 50 shed over a percent on Friday amid profit booking. This week the Union Budget on Tuesday will be the trend decider. Corporate earnings, monthly F&O expiry and US GDP data are some of the other important factors that will be in focus. Also, catch Sahil Kapoor of DSP Mutual Fund in the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.
In this episode of Market Mondays, we dive into critical market moves and investment strategies. We discuss the potential implications if Nvidia doesn't reach the $107 price mark and Bill Ackman's plans to take Pershing Square public next year. We also explore the China risk to TSM and Ian's presentation on trading and investing.Additionally, we analyze Warren Buffett's Berkshire Hathaway trimming its stake in BYD and what this could mean for the EV market. We break down ConocoPhillips' acquisition of Marathon Oil in an all-stock deal valued at $17.1 billion and discuss why the energy sector might not be everyone's favorite.We examine the XBD index and play 'Date it or Dump it' with top stocks like ADP, ADBE, VRSK, and more. We also cover David Roche's optimism about upcoming US rate cuts and how investors should position themselves.Furthermore, we address the Dow's recent underperformance and whether investors should lower their expectations for the market's recovery. We compare General Motors to Tesla and debate if GM is the new car king. Lastly, we evaluate HDFC Bank vs. Home Depot vs. Adobe to determine which stock offers the best growth potential, and discuss the confirmation of Elon Musk's pay package and its implications for Tesla. We also share thoughts on investing in companies with strong financials and fundamentals but very little institutional ownership, such as Novo Nordisk (NVO).#MarketMondays #Investing #StockMarket #Nvidia #BillAckman #ChinaRisk #TSM #Trading #Investing #BYD #EnergySector #XBDIndex #StockAnalysis #DavidRoche #RateCuts #DowJones #GeneralMotors #Tesla #HDFCBank #HomeDepot #Adobe #ElonMusk #NovoNordisk #InstitutionalOwnership #FinancialFreedom #InvestmentStrategiesOur Sponsors:* Check out Monarch Money: www.monarchmoney.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In this episode of Market Minutes, Lovisha Darad discusses about key factors that will guide market direction this week. As corporate earnings season picks pace, market participants wil watch out for stock-specific action like Wipro and HDFC Bank in trade today. Apart from that, Vodafone FPO will be keenly tracked on their last day. Also, catch VK Vijayakumar of Geojit Financial Services on Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.
In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Nando Sommerfeldt und Philipp Vetter über harte Nachrichten von SAP, leise Hoffnung für Bayer und das TUI-Comeback. Außerdem geht es um Deutsche Börse, Krispy Kreme, TSMC, Samsung, Microsoft, Apple, Amazon, Prologis, Nestlé, AstraZeneca, HDFC Bank, LVMH, Nvidia, Uber, Mobileye, Intel, General Motors, Alphabet, BYD, Baidu, Volkswagen, Mercedes Benz. Und hier findet ihr das Kenfo-Portfolio: https://www.kenfo.de/kapitalanlagen/portfolio Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
On today's episode, financial journalist Govindraj Ethiraj talks to Rajeev Singh, partner and consumer industry leader, Deloitte Asia Pacific.SHOW NOTES(00:00) Stories Of The Day(00:50) Nifty Closes At Record High, HDFC Bank floats up.(01:38) Ships Carrying Millions of Barrels of Russian Oil Are Anchored On High Seas(03:27) Two decades on, India resumes flirting with private nuclear power generation(06:46) The most shocking statistic about Indian car buyers and their preferences.(18:59) Why HDFC Bank Does Not Want to be a cowboy lender and why branches are still importantFor more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
In today's episode for 20th January 2024, we explain why HDFC Bank's share price has fallen by over 10% this week. If you're a person who is great at communicating and are enthusiastic to join our team, Ditto is looking to recruit new Insurance advisors. You don't even have to know about Insurance, we'll train you from scratch and you can enjoy working remotely with a great team. If you're interested in this or know someone who is please click this link. https://bit.ly/48WX5za
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