Rahul Singh, CIO – Equities, in conversation with M.V.S. Murthy, Head – Marketing, Digital & Corp Comm., Tata Asset Management Private Limited.
This episode covers the expectations for the Key Sectors of Banking, Infrastructure, Power, Real Estate and metrics of Fiscal Deficit, Spending, Capex, etc. Signing off with the G.O.A.T. and the Gen Next at the Australian Open 2022.

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Mind Over Markets - Season 2

Union Budget 2022 Expectations (Jan 28)

India Inc. looks poised for a possible smooth ride in the second half of FY22 as corporate profitability manages to inch higher in the first half of the fiscal year. Join MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund as he chats with Rahul Singh, CIO Equities, Tata Mutual Fund on the first half of the fiscal year, factors which will add more impetus to the investment cycle, the Air India privatisation development and what it heralds and the revival of the travel and hospitality sector as businesses slowly return to normal.

A Take-off of A Different Kind (Oct 12)

In this episode of Mind Over Markets, our host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund chats with Rahul Singh, CIO Equities, Tata Mutual Fund about the earnings of the corporate sector over the Q1 and Q2 results of the economy and corporate earnings and effects of the 2nd wave of covid on market revenues.

Corporate Earnings and #VaccineConfidence (July 23)

In this episode, we decode risks in global and domestic markets as different states in India slowly enter the unlock phase. Our host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund chats with Rahul Singh, CIO Equities, Tata Mutual Fund, on how corporate India is coping with the unlock. They discuss the trends emerging from the March result season and the revival of the Private Sector Capex Cycle and its importance for driving GDP. They also throw light on interesting trends like cryptocurrency becoming a popular alternative investment option and the positive effects of the pandemic on the real estate sector.

Unlock: Corporate India (June 3)

As the nation grapples with the grim conditions bought upon by the deadly second wave of COVID the dichotomy between the performance of the economy and the performance of the markets still exists. What is fueling this? How is the preparedness of the companies to face the second wave affecting their profits and GDP growth? What does disruption in the demand and supply cycle of the manufacturing industry mean? How is the healthcare sector coping up? Our host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund chats with Rahul Singh, CIO Equities, Tata Mutual Fund, to find out all this and more.

Paradox of Economy and Markets (May 05)

Investor sentiment remains positive in sharp contrast to the general mood in the country, as we face the second wave of Covid infections. In this episode, our host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund, chats with Rahul Singh, CIO Equities, Tata Mutual Fund to get to the bottom of this curious trend. Tune in for their analysis of how companies are managing to deliver sustained growth even in the midst of pandemic uncertainty. And learn if the recent explosion in the number of Unicorns is indicative of more, how it will impact the economy long term, and whether Indian firms stand to gain from the rapid digitization that has been thrust upon them, thanks to the pandemic.

Markets During The Secondwave (Apr 21)

As the fiscal year comes to an end Rahul Singh, CIO Equities, Tata Mutual Fund throws light on how India's economic growth story is being impacted at the macro and micro levels. He answers some prudent questions posed by our host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund, on the impact of vaccine drive, India's positioning in the emerging markets, the effect of global trends and more.

Driving Pandemic-hit Economy

After a rather harrowing year, we are set to welcome a new year. Rahul Singh, CIO Equities, Tata Mutual Fund is posed with some tough questions by our host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund, on what the new year will hold. Tune in as they chat about the surge of foreign investment in Indian companies, global trends, government expenditure, demand in real estate, and also discuss the top 5 projections for next year.

Ushering In 2021 (Dec 18th)

Post Covid, we have seen various phases of market recovery, but in the past few days, the markets have hit a high. Is this a delusion or reality? Our host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund chats with Rahul Singh, CIO Equities, Tata Mutual Fund to find out how the markets are changing,  the trends in corporate profitability, boom in the hospitality sector, banking system stress and more.

Find out how the markets are changing,  the trends in corporate profitability, boom in the hospitality sector, banking system stress and more.

Markets Hitting New Highs (Nov 27)

As the number of active Covid cases declines in India we discuss its impact on the economy, employment, financial sectors and banking. Our host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund chats with Rahul Singh, CIO Equities, Tata Mutual Fund to find out if we are in for a pleasant surprise of economic revival or will we witness a second lockdown which will bring us back to ground zero.

Impact of Decline in Covid Cases (Nov 08)

aawaz.com

This second season of the podcast is a ‘go-to’ fortnightly wrap on trends and updates on the Indian stock markets. Join host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund in conversation with Rahul Singh, CIO Equities, Tata Mutual Fund. Tune in to get an overview of the equity markets. A new episode every two weeks, right here on aawaz.

Mind Over Markets - Season 2

3hr 0m

English

2020

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Mind Over Markets - Season 2

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