Auto sector has been among the best performers of 2022 so far but November sales data so far has got CJ worried that the best of the rally may be over. Santo dismisses those concerns pointing to improving economic prospects and stable pricing. Watch as the duo discuss the outlook for the auto stocks plus their thoughts on MCX, ONGC and Oberoi Realty.
Bandhan Bank and RBL Bank have been laggards in an otherwise well-performing sector. Santo believes that the time has come for investors to take a re-look at both the lenders but CJ remains skeptical. Watch as the duo debate the outlook for Bandhan Bank and RBL Bank and their thoughts on Hindalco and Bajaj Auto.
Nifty looks set to hit 19,000 this week but CJ believes the index can reach the 20K summit by the end of the year. Santo is skeptical even though he sees a case for optimism. Watch as the duo discuss the prospects of the market plus share their thoughts on Likhitha Infra, CCL Products and Eicher Motors
City gas distribution stocks were back in demand today after the recommendations of the Kirit Parikh panel on gas pricing were reported by news outlets. Watch Santo and CJ analyse the recommendations of the panel and talk about the stocks that might benefit.
Investors have been waiting for private sector capex to return for nearly a decade. Santo believes we have enough evidence now that the capex cycle is here but CJ worries if the momentum will continue. Watch as the duo assess the capex story in India plus share their thoughts on Delhivery, Amara Raja Batteries and Gland Pharma.
Dabur India's stock recorded its best day in 24 months but what is driving the rally in the stock? Watch as Santo and CJ dissect the reasons behind the stock rally. Plus their thoughts on CEAT, Aether Industries and Gland Pharma.
Global crude oil prices have sunk to their lowest level in 10 months but CJ believes that the pain is likely to be temporary. Santo, however, sees scope for further crash in oil prices. Watch as the duo discuss the outlook for global oil prices and benefits for the Indian economy. Plus their thoughts on Paytm, Gabriel India, SBI Life and IRB Infra.
After a 13-month long wait, the Nifty 50 index has reclaimed its lifetime high despite rising global uncertainties. Watch as CJ speaks to Abhay Agarwal of Piper Serica to understand what lies ahead for the market and how can India gain from rising turmoil in the Chinese economy. Plus CJ's thoughts on M&M, Coal India and Eicher Motors.
China is under the grip of a massive uprising from a frustrated population. Watch as CJ dissects what's triggered the protests, what it means for the global economy and how India could eventually benefit. Plus listen in to CJ's top brokerage bets and his thoughts on Concor, HPCL and IEX.
HDFC Bank has sharply underperformed Nifty Bank and its peers in 2022 but CJ believes the next 5 months could see the stock reverse its underperformance. Santo, on the other hand, remains cautious. Watch the duo debate HDFC Bank's outlook plus share their thoughts on CONCOR, Muthoot Finance and IEX.
Paytm has plummeted 75% from its highs but is the pessimism overdone? CJ believes so but Santo has little faith in any reversal of fortune. Watch as the duo lock horns over the fintech major's prospects plus share their thoughts on Coromandel, Kirloskar Ferrous and Royal Orchid Hotel.
Nifty 50 index is now just a stone's throw away from record highs, 13 months after it hit the mark. CJ believes that market may cool off after expiry of November F&O series. Santo, though, is backing high liquidity to help indices scale new highs soon. Watch as the duo debate the outlook for the market plus share their thoughts on Rategain Tech, Newgen Software and Apollo Tyre.
Energy stocks have outperformed globally, but not so much in India. CJ believes that street is being harsh on oil producers like ONGC and Oil India while Santo doesn't see scope for value buying in the sector. Watch as the duo debate which energy sector stocks are worth buying plus their thoughts on Rategain Tech, MRF and United Spirits.
Nykaa dropped a bombshell on Tuesday as the company's CFO announced his exit. CJ believes that the company could appoint a strong replacement and investors may take a long-term view but Santo is less than convinced. Watch as the duo locks horns over the prospect of the e-commerce beauty products brand. Plus hear out their thoughts on Adani Enterprises, Siemens India, and Zee Entertainment.
City gas distribution companies are under pressure but Santo believes that the worst is likely over for the sector. CJ, on the other hand, believes the worst is yet to come. Watch as the duo debates the prospects of Mahanagar Gas and Indraprastha Gas, plus share their thoughts on BLS International and Steel Strip Wheels.
Kaynes Tech will make its Dalal Street debut today and CJ believes that it will be one of the best listings of the year. Santo, though, expects the euphoria to cool down soon. Watch as the duo debate the outlook for the new kid on the block plus their thoughts on Aarti Industries, Timken India and Nykaa.
TVS Motor's stock has fallen 8% in a month and Santo is worried that the EV-led euphoria on the counter may have fizzled out. CJ, though, believes that investors have only seen the beginning in TVS' EV story. Watch as the duo debate the outlook for the stock going ahead plus their thoughts on IndiGo, Dish TV and IEX
The government has finally removed duties imposed on export of steel and iron ore products in a massive relief to the sector. CJ believes that this will boost sentiment towards the sector, but Santo is not convinced if there is any near-term benefit. Watch as the duo dissect the implications of the government's move on steel stocks. Plus they share their thoughts on HDFC, IEX and Zomato.
The Nifty and the Sensex have fallen sharply as surge in global bond yields sours investor sentiment. CJ believes that it is a sign bears are crawling back in but Santo begs to differ. Watch as the duo analyse how the market is likely to behave next, plus their thoughts on PB Fintech, Titagarh Wagons and Garden Reach
Masa Son's Softbank has trimmed its holding in fintech giant Paytm but CJ believes this is the wrong time to follow the investment mavericks footsteps. Santo, on the other side, remains as sceptical as he was in November 2021 when Paytm listed. Watch as the duo debate the outlook for Paytm plus share their thoughts on Aarti Industries and R Systems.
Public sector bank (PSB) stocks have been in demand and among the best performers of 2022. But which is the best stock to bet in the space? Watch as Santo and CJ name their preferred bets among PSBs, plus their thoughts on Paytm, Vesuvius India and Home First Finance.
Metropolis Healthcare's stock has taken a beating today and Santo explains why the beating is likely to continue going ahead. CJ, though, has two banking names on his radar that he is getting excited about. Watch as the duo explain the market and stock movements of the day.
Metals stocks are back in demand and CJ is seeing signs of early revival but Santo warns it could just be speculative. Watch as the duo debate the outlook for the sector plus their thoughts on SJVN, Glenmark Pharma and Apollo Tyres
Dr Reddy's stock was in the doldrums and CJ explains what is affecting investor sentiment. Santo, on the other hand, is ready to make a strong case for AIA Engineering after the company's September quarter earnings. Plus the duo will shares their thoughts on Exide Industries and Info Edge.
LIC reported record net profit for the quarter ended September but not enough to impress CJ, who still sees issues affecting the stock performance. Santo, though, has optimism for the beleaguered life insurer. Watch as the duo lock horns over what lies ahead for LIC plus their thoughts on BHEL, Aurobindo Pharma and Thermax.