Central banks around the world are starting to signal a shift in monetary policy, hinting at potential interest rate cuts in 2024. This comes after months of aggressive tightening to combat rising inflation. Market projections suggest at least 100 basis points (bps) of cuts by the end of 2024 by the US Fed. The prospect of interest rate cuts has already begun to impact financial markets. Bond yields have fallen, while stock prices have rallied to record highs. So, will the party continue? What is in store for 2024? Will the US Fed fuel the market with rate cuts? Will India’s uneven recovery reveal a new risk? Listen to Jahangir Aziz, Head of Emerging Market Economics at JP Morgan as he shares insights with host Anupriya Nair in the latest episode of The Morning Brief podcast! Credits: CNBC Television 1, Bloomberg Television, The Economic Times 1, Yahoo Finance 1, CBC News, Daily Mail, NHK WORLD-JAPAN, The Economic Times 2, News9 Live, CNBC Television 2, Yahoo Finance 2
Two decades after TCS, the Tata Group returns to Dalal Street with its 30th company ready to be listed. The investor interest is soaring much above the price band which is fixed at ₹475 to ₹500 per equity share. But aside from the ‘Tata Premium’ what does Tata Tech offer? What is the business model? Is Tata Motors being the promoter and biggest client a risk or a boost? Why should an investor pick it over group competitor Tata Elxsi or KPIT? Tune in as Tata Tech CEO, Warren K. Harris breaks it down to ET’s Anupriya Nair and Ashutosh Shyam in the latest episode of The Morning Brief podcast.
What was designed just as a hedge to the cash markets, the derivative markets is now 400 times to its underlying asset. And over 95% of these volumes are with Index options, a market flooded with fast-fingered first traders who are on average all below 30 years old. Is discount broking the devil in disguise? Have shorter contracts pushed debutant investors into the thrill of trading? Why is the regulator sounding an alarm but watching from the sidelines? Host Anupriya Nair speaks to Ashish Gupta of Axis Mutual fund to understand what is aiding this gamification of equities. Listen to the latest episode of The Morning Brief podcast!
Digital payments have made lives easy, right? Even the transactions rose from 10.2 billion in 2017 to 87.3 billion in 2022. But, this has also led to an increase in fraud. According to a report by the Reserve Bank of India, digital payments fraud amounted to ₹82.76 crore in 2021-22, up from ₹55.28 crore in the previous year. And phishing accounted for 40% of all the reported cases. Recently, Safexpay, a Thane-based payment gateway was in the news for losing around ₹25 crore to fraud attacks. So, are digital payments really making lives easy? Listen to Host Anupriya Nair on the latest episode of The Morning Brief podcast as she along with ET s fintech expert Pratik Bhakta gets into a conversation with Rahul Jain, CFO at NTT DATA Payment Services, and Bharat Panchal, Chief Regulatory Officer at Discover Financial Services. Tune in!
The popularity of SME stocks is rising, and with that the scrutiny of the market regulator as well. The BSE SME IPO index has seen a 2300% increase since the end of 2019, with average returns of over 80% for SME IPOs listed in 2023. How could this avoid SEBI s attention! So, is it a case of manipulation? Or do good things really come in small packages? Host Anupriya Nair explores the market mania with ET Market s Nikhil Aggarwal and Kiran Somvanshi as the latest episode of The Morning Brief podcast deep dives into the SME listing and returns in a tell-all conversation with SME Merchant Banker Ashok Holani, Director at Holani Consultants. Listen in!