TMS Ep618: Adani Restoration, Half Yearly Board Exams, Andrew Holland, Open Cells

It was just over a year ago, on the morning of January 24, 2023, when Indian stock markets woke up to a US short sellers report – accusing the powerful Adani Group of stock manipulation and accounting fraud. While benchmark indices quickly recovered from the shock delivered by Hindenburg Research, the conglomerate struggled to deal with the challenges. Has Adani Group recovered from Hindenburg’s allegations? And what does the future look like for the group?

Adani Green’s consolidated net profit, meanwhile, more than doubled for the quarter ended December 2023. Its third-quarter result was announced on Monday. It is clear that the group is doing well. Further down the line, things are also looking good for the Indian education sector. The government is restructuring the CBSE exams for classes 10 and 12. As per the latest framework, board exams will be conducted twice a year. The aim is to reduce the stress caused by the fear of a single opportunity, giving students the flexibility to decide based on their preparation. Can half-year boards reduce student stress?

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The ruling party at the Center will also face a crucial test once the general elections approach. But before that, the government led by her will submit an interim budget on February 1. Will upcoming polls influence Finance Minister Nirmala Sitharaman’s proposals in any way? Which sectors are likely to be prioritised? And what should be your market strategy before and after the interim budget announcements? Andrew Holland, CEO of Avendus Capital Public Markets Alternate Strategies shares his expectations for the upcoming interim budget

Budget sometimes also affects the prices of electronic items such as TVs or mobile phones. But the prices of television sets will now rise for another reason. That’s because the cost of open cells, a key component of LED TVs, has been rising for some time. But what are these little cells? How do they determine TV prices? Listen to this episode of the podcast for answers.