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Season 2 Episode 9 Corporate earnings and #VaccineConfidence

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.

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Season 2 Episode 8 Unlock: Corporate India (June 3)

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.

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Season 2 Episode 7 Paradox of Economy and Markets

As the nation grapples with the grim conditions brought on 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.

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Season 2 Episode 6 Markets During The Secondwave

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.

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Season 2 Episode 5 - Driving Pandemic-hit Economy

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.

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Season 2 Episode 4 - Ushering in 2021

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. 

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Episode 3 - Markets Hitting New Highs

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.

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Season 2 Episode 2 - Impact of Decline in Covid Cases

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.

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Season 2 Episode 1 - Unlock Trends & Reforms

In this episode, we delve into the unlock trends - what's moving forward and what's lagging. Our host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund chats with Rahul Singh, CIO Equities, Tata Mutual Fund to find out - effect of the festive season on consumer demands, government reforms, IPO trends, FMCG redefining its supply change, digital transformation positively impacting companies and more.

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Episode 12 - Impact of GDP Downfall

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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Episode 11 - The Permanency of Change

'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 if it will help the 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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Episode 10 - Innovation: Courtesy, COVID

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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Episode 9 - Reviving Economy

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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Episode 8 - The Dichotomy

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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Episode 7 - Roti, Kapda & Data

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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Episode 6 - Risk Correction & Market Resurgence

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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Episode 5 - Interpreting Fiscal Stimulus

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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Episode 4 - Planning Ahead

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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Episode 3 - Opportunity & Impact in Uncertainty

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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Episode 2 - Gauge Market Moves

In this episode host MVS Murthy, Head Marketing, Digital & Corporate Communications, Tata Mutual Fund chats with Rahul Singh, CIO Equities, Tata Mutual Fund, about the benefits of learning a new skill in difficult times which will help you discover important strengths to better brace challenges in life, as well as gauge market moves. Tune in to their discussion on how to introspect and plan for a slow deliberate seizing of opportunities as India finds its way through a lockdown.

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