The derailed economic growth and the contraction of GDP owing to the pandemic has created a disruption in the businesses. While industries like technology and pharmaceutical have benefited from it, there could be long term implications on the financial markets. MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund chats with Rahul Singh, CIO Equities, Tata Mutual Fund on the Indian GDP trends, insights, and the coexistence of economic growth with COVID-19.

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'Digital' is now the new keyword even for old economy companies. In this episode, we talk about how digitalisation is helping companies grow, Implications of US elections on USD and its effect on emerging markets, Public Sector Undertakings (PSU) reforms, and privatisation. Tune in as our host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund chats with Rahul Singh, CIO Equities, Tata Mutual Fund to dig the latest trends in the markets.

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The pandemic has forced various sectors to innovate and adapt to new situations and demands formed. Our host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund chats with Rahul Singh, CIO Equities, Tata Mutual Fund to discuss some interesting trends in FMCG, auto and telecom sectors and also the impact of moratorium in the banking sector.

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In this episode we delve into the negatives and positives of recovering from lockdown. Our host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund chats with Rahul Singh, CIO Equities, Tata Mutual Fund to find out the effect on corporate earnings, small businesses adapting to technology, disruption in supply chain network and whether loan moratorium should be extended.

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During the course of the pandemic breakout to unlock 1.0, there has been a lot of volatility and divergence between real economy and equity markets. 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 to manage short term volatility and catch the long term trends. They also discuss what the economy will look like 3 years down the line.

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Is telecom a sector to watch out for? Is Work from home - a new normal? Are consumer markets moving towards digital solutions? How will companies innovate to cope, the potential for data consumption in India? In Unlock 1.0, host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund and Rahul Singh, CIO Equities, Tata Mutual Fund analyse the trends.

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The tussle between global and domestic market forces, How valuation is being reasonable, Will it be an ICU (India-China-USA) situation, or is there more? On this episode, host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund in conversation with Rahul Singh, CIO Equities, Tata Mutual Fund as he analyses the impact and what affects volatility.

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The government recently announced a fiscal stimulus package for the much-needed revival of the economy. On this episode, host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund in conversation with Rahul Singh, CIO Equities, Tata Mutual Fund evaluate the effectiveness of the stimulus package, along with the structural shift in the economy due to migrant workers returning home.

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As a business leader how should you deal with uncertainty brought on by the unprecedented pandemic? How do you plan ahead? If these are questions weighing on your mind, tune in to this episode as Host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund chats with Rahul Singh, CIO Equities, Tata Mutual Fund, about approaching this situation, the impact of migrant labourers returning home, effects on labour heavy industries and what holds for startups.

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The uncertainty brought about by the lockdown has clearly impacted the economy in many ways. In this episode catch, host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund, chats with Rahul Singh, CIO Equities, Tata Mutual Fund, on the major impact in three segments – 1) new opportunities emerging for India due to geopolitical tensions with China, 2) aftermath of movement restrictions on the travel industry and 3) revival of industries affected by the pandemic specifically healthcare and hospitality.

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