Home : About us : Podcasts

Podcasts

Blog Thumb

Season 3 Episode 4 - Asset Allocation, Active vs passive and more

Join our host Anand Vardarajan, as he discusses with our CIO- Equities, Rahul Singh, the importance of asset allocation in current times, the need to look at fixed income and how investors should construct their portfolio between active and passive funds. Tune In.

Blog Thumb

Season 3 Episode 3 – Budget Special: Prudence over Populism

The third episode of Mind over Markets is a special episode on the Union Budget 2023. Join our host Anand Vardarajan an CIO Equities at Tata Mutual Fund, Rahul Singh as they discuss the impact of the Budget proposals. Tune in.

Blog Thumb

Season 3 Episode 2 - Of Hawks, Doves and Owls

This second episode of Mind over Markets - Season 3 is all about the pulls and pushes that Central Banks face and everything to do with Quantitative Easing and Tightening, The episode delves into history of Fed action when inflation was high and draws comparisons with what we are going through currently. So listen, learn and enjoy.

Blog Thumb

Season 3 Episode 1 - A Decoding of Global and Domestic Market Scenarios

Mind over Markets Season 3 kicks off with an insightful chat between our host Anand Vardarajan, Business Head - Banking, Alternate Products and Product Strategy, and Rahul Singh, CIO - Equities at Tata Asset Management. In this episode, we layout our view on interest rates, inflation, dollar, earnings, and what to expect from the markets. Find out more by tuning in.

Read Transcript

Blog Thumb

Season 2 Episode 11 Union Budget 2022 Expectations

Rahul Singh, CIO - Equities, in conversation with M.V.S. Murthy, Head - Marketing, Digital and 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 Gen Next at the Australian Open 2022.

Blog Thumb

Season 2 Episode 10 A take-off of a different kind

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 and 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.

Blog Thumb

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.

Blog Thumb

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.

Blog Thumb

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.

Blog Thumb

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.

Blog Thumb

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.

Blog Thumb

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. 

Blog Thumb

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.

Blog Thumb

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.

Blog Thumb

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.

Blog Thumb

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.

Blog Thumb

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.

Blog Thumb

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.

Blog Thumb

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.

Blog Thumb

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.

chatbot icon
Declaration

The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Tata Mutual Fund, securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. The material/information provided in this Website is for the limited purposes of information only for the investors. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Tata Mutual Fund, securities or financial instruments to any person in the United States of America ('US')/Canada.

Currently, the funds of TATA Mutual Fund have not been registered under the United States Securities Act of 1933 (the 'Securities Act') or under the securities laws of any state and the funds have not been registered under the Investment Company Act of 1940 (the 'Investment Company Act') of the United States. Units in the funds are therefore not being offered or sold within the United States/ Canada or to United States/ Canadian Persons.

By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. I/We hereby confirm that I/We are not giving a false confirmation and/or disguising my/our country of residence. I/We confirm that Tata Mutual Fund/Tata Asset Management Private Limited (TATA AMC) is relying upon this confirmation and in no event shall the directors, officers, employees, trustees, agents of TATA AMC associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided.