Episode 69 - Fed on Track to Win Inflation Battle, RBI's New Rule Likely to Affect NBFCs, and My Take on Home Depot's Q3 Earnings
Listen now
Description
This week, I talk about what the latest inflation data means for the U.S. markets going into Christmas, the impact of RBI's latest regulatory move on unsecured loans, and dissect the Q3 numbers of Home Depot. P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on [email protected]. Thank you for listening. See you in 2 weeks! Until then, stay safe and make some money!
More Episodes
On this week's special episode, I interview fund manager Charles Sunnucks, CFA CAIA of Oldfield Partners. We discussed a wide variety of topics including the impact of prospective tariffs of President-elect Trump on China and other emerging markets and whether the rampant selling by FIIs in...
Published 11/17/24
On this week's episode, I discuss: 1. How Trump completely overshadowed Fed Chair Powell in the US markets, 2. What is actually going on in the Indian equity markets, 3. Why I continue to stay away from FedEx Corp (ticker: FDX) P.S: If you have a specific Indian or US stock suggestion for...
Published 11/10/24
Published 11/10/24