4422: Will the rally sustain ahead of Budget 2025? L&T, PB Fintech in focus | Market Minutes

In this episode of Market Minutes, Zoya Springwala talks about the key factors to watch out for today before the domestic market opens. The BSE Sensex and NSE Nifty 50 are expected to resume trading on a positive note, extending their gains from the previous session. Also, catch Nirav Chheda, Assistant Vice President, Nirmal Bang on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.

In this episode of Market Minutes, Zoya Springwala talks about the key factors to watch out for today before the domestic market opens. U.S. President Donald Trump has temporarily halted steep tariffs on Mexico and Canada, granting a 30-day pause in exchange for commitments on border security and crime enforcement. This led to a sharp rally in Asia-Pacific stocks, with GIFT Nifty indicating a positive start for the domestic equity markets as well. Also, catch Lakshmi Iyer, the CEO - Investment and Strategy, Kotak Alternate Asset Managers on the Voice of the Day segment.  Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.

AI is transforming the world, but how significantly has it revolutionized healthcare? Can it expedite drug discovery, personalize treatment, and reduce costs? In this episode of "Unusual Suspects," we speak with Mr. Raj Babu, the founder and CEO of Agilisium, a leader in AI-driven healthcare innovation. Raj discusses how Agilisium empowers researchers and pharmaceutical companies to address complex challenges, from digitizing supply chains for cell and gene therapy to facilitating breakthroughs in neonatal cancer research. He also discusses the ethical implications of AI, the democratization of innovation, and how startups are creating a more level playing field in healthcare. Take a listen!

Budget 2025-26 has limited room for tax cuts but it could have a strong signaling effect on private investment and job creation. “ It's not the large companies like Tata, Birla, Reliance or Adani who are going to create jobs, or even railways or the postal department or telecom, you know, the BSNL. It's going to be small, medium and micro enterprises,” Economist and Author, Ajit Ranade tells Shweta Punj of Moneycontrol that Budget 2025-26 should stay on the path of fiscal consolidation and bring in direct tax reforms. Tune in.

In this episode of Market Minutes, Neeshita Beura unpacks the key market drivers, from the rally in state-owned stocks amid budget expectations to corporate earnings that are steering individual stock movements. The podcast also examines global cues, including Wall Street’s reaction to major tech earnings and trade policy jitters following Trump’s tariff announcement. In the Voice of the Day segment, Mayuresh Joshi, Head of Equity Research at William O’Neil & Company, shares insights into what the market is watching this earnings season. Market Minutes is a morning podcast, putting the spotlight on trending stocks, crucial data points, and evolving market trends.

Will Indian markets extend their winning streak for a third session? In this episode of Market Minutes, host Neeshita Beura unpacks the key factors driving market sentiment—from global cues after the Federal Reserve’s decision to domestic earnings reports from Tata Motors, Bajaj Finance, and others. The episode also covers the impact of RBI’s liquidity measures, the IT sector’s rebound, and Wall Street’s reaction to rate uncertainty. In the Voice of the Day segment, Kranthi Bathini, Director at WealthMills Securities, shares his outlook on a potential pre-budget rally amid persistent FII selling. Market Minutes is a morning podcast, putting the spotlight on trending stocks, crucial data points, and evolving market trends.

In this episode of Market Minutes, Neeshita Beura unpacks the key market trends ahead of Budget 2025. From the RBI’s massive liquidity injection lifting banking stocks to AI disruptions shaking global tech, the episode covers it all. Plus, with Indian markets on their worst losing streak in 23 years, what’s next for investors? On the global front, all eyes are on the Fed’s rate decision and the European Central Bank's policy move. In the Voice of the Day segment, Piyush Mehta, CIO of Caprize, shares his take on DeepSeek and its impact on the Indian tech landscape. Market Minutes is a morning podcast, putting the spotlight on trending stocks, crucial data points, and evolving market trends.

In this episode of Market Minutes, host Neeshita Beura unpacks the market’s cautious mood as Indian indices hit seven-month lows, weighed down by weak corporate earnings and persistent FII outflows. The episode dives into Wall Street’s tech sell-off sparked by China’s AI disruption, updates from the Asian markets, and key events like the Fed’s rate decision and India’s Union Budget. On the domestic front, the focus shifts to quarterly earnings from Tata Steel, Bajaj Auto, and others. In the Voice of the Day segment, Sumit Jain, Deputy CIO at ASK Investment Managers, provides expert insights on market underperformance and tips for retail investors to navigate volatile times.  Market Minutes is a morning podcast, putting the spotlight on trending stocks, crucial data points, and evolving market trends.

In this episode of Market Minutes, Neeshita breaks down the mixed bag of market cues, from weak corporate earnings dragging Indian indices lower to IT sector optimism driven by AI spending in the U.S. The podcast also explores the global narrative, including Wall Street's pullback, Federal Reserve expectations, and trade policy uncertainties under President Trump. In the Voice of the Day segment, Kranthi Bathini, Equity Strategist at WealthMills Securities Pvt Ltd., shares his insights on the market setup ahead of the Union Budget 2025.  Market Minutes is a morning podcast, putting the spotlight on trending stocks, crucial data points, and evolving market trends.

On June 15, 2015, the Modi government launched the Smart Cities Mission, aiming to transform India’s urban landscape with a focus on public safety, water supply, waste management, health, education, and mobility. Despite these efforts, 49% of India’s urban population still lived in slums in 2020, according to World Bank data. The Mahila Housing Trust (MHT) has been bridging this gap since 1994. Working closely with local governments, MHT empowers women in low-income communities to improve their living conditions, access essential services, and build climate resilience. Till date, MHT has transformed lives of over 50 lakh individuals across South Asia. In this episode, Ms. Bharti Bhonsale, Programme Manager at MHT, discusses their work in transforming cities, shaping participatory urban planning, and redefining sustainable living. Tune in.