The broader market has witnessed a significant sell-off today after weeks of outperformance against their largecap peers. Watch as Santo and CJ debate if the rally in small and midcap stocks is nearing its end or is today just a blip. Also, the duo share their thoughts on Apollo Tyre, ONGC and Dr Reddy's stocks.
Bharat Electronics' September quarter earnings are out and CJ believes that the numbers don't justify market's hype around the company. Santo, though, calls for some patience. Watch as the duo lock horns over a popular defence sector bet of the market. Also, the duo share their thoughts on Credit Suisse's calamitous earnings.
Cipla has been the best performing pharma stock over the past year but is the rally sustainable? CJ feels no but Santo argues it may. Catch the duo debate what lies ahead for the stock and also know their thoughts on Kalyan Jewellers and UPL.
BPCL and HPCL's Q1 results were ominous as both companies reported significant losses but CJ believes the worst may be over for both stocks. On the other hand, Santo sees scope for more pain for investors of BPCL and HPCL. Watch the duo battle it out over the PSU refiners plus their thoughts on Shriram Transport, Metro Brands, and Hubtown.
IndiGo's second straight quarter of net losses is hardly inspiring but Santo is inspired nonetheless as he bats for the airliner. CJ, however, sees grey skies ahead for the company battling high costs. Watch the duo debate on what lies ahead for InterGlobe Aviation and whether it merits your attention. Plus CJ & Santo share their thoughts on Hindalco, Devyani International and AU Small Finance Bank.
Saregama Q1 results were stellar and the underrated stock has caught CJ's attention but Santo believes the best of upside may already be behind the stock. Watch the duo debate where Saregama's stock can go from current levels plus their thoughts on UPL, Varun Beverages and Exide.
Siemens India Q3 earnings showed glimmers of recovery in India's much-awaited capex cycle with Santo seeing positives for the long term, but CJ remains sceptical and highlights the challenges facing the company. Watch the duo share their thoughts on what lies ahead for Siemens, Voltas, and Deepak Nitrite.
The 5G spectrum auction has concluded and the usual suspects have lapped up their share of spectrum. The country is a step closer to new-age telephony and CJ believes that Sterlite Tech could be the best way to play the new growth phase for the telecom sector. Watch the duo share their thoughts on Sterlite Tech and Hero MotoCorp.
Zomato's Q1 results are likely to raise a few eyebrows but for good reasons. The food delivery company has delivered solid numbers against expectations. Watch CJ and Santo debate whether the company's earnings will prove to be the catalyst for a rebound or investors will continue to ignore the recovery. Plus the duo share their thoughts on ITC, Max Life and Bank of Baroda.
Yes Bank has finally found strategic investors who would be willing to invest in the bank. The new funding round will bring $1.1 billion into the lender and CJ believes it could push the bank closer to its rivals. Santo, meanwhile, prefers the certainty of Mahindra & Mahindra over the volatility of Yes Bank. Watch the duo share their thoughts on M&M, Yes Bank, JK Paper and Cipla.
SBI Card Q1 results showed a glimpse of the company on a recovery path and CJ expects this recovery to gather steam, but Santo is wary of the threats posed by swanky start-ups. Watch the duo discuss what lies ahead for the credit card company plus share their thoughts on Nazara Tech, Dr Reddy's and M&M Financial.
SBI Life is the stock in focus today as there is renewed interest in stock after strong quarterly earnings. Watch Santo’s views on the stock and also catch our special guest Mangalam Maloo’s thoughts on logistics stocks.
Consumption pack has reported a mixed set of earnings in the quarter gone by. But QSR space has been abuzz with the likes of Jubilant Food and Westlife reporting mouth-watering quarterly earnings. On Santo & CJ today, we take stock of the consumption basket with CNBC-TV18's Mangalam Maloo and discuss how one should play stocks like ITC and Zomato going forward.
Tata Motors Q1 results were treacherous but CJ is not losing hope on one of 2021's best performing stocks. Santo, however, has that 'I told you so' lecture waiting to be unleashed. Watch the duo debate the fate of Tata Motors as well as share their thoughts on Maruti Suzuki, Bajaj Finance and United Breweries
Zomato's stock is down 75 percent from its record high and there is panic on the Street. But CJ believes that valuations are now favourable while Santo retains his scepticism. Watch the duo clash over Zomato and hear their thoughts on KEI Industries and Indian Hotels.
L&T Q1 results were solid with strong order inflows and improvement in revenues. Santo believes that the country's largest infra company is the best way to play the new capex story but CJ has doubts on whether India's capex story deserves the hype it is getting. Watch the duo debate the outlook for L&T plus their thoughts on Shoppers Stop, Tata Power and Relaxo Footwears
For the first time in three months, foreign investors have bought Indian stocks for three consecutive days. CJ believes this is a sign of their return but Santo sees it as a small pause in a broader sell-off. Watch the duo spar over whether FPIs will stick around and share their thoughts on ITC and Barbeque Nation.
Wipro's June quarter earnings were nothing to write home about giving Santo ammunition against CJ, who's optimism for the IT sector remains intact in the face of rising weakness. Watch the duo lock horns over how Wipro may fare for rest of 2022 plus their thoughts on AU Small Finance Bank, IndusInd Bank and Zuari Industries.
Oil India is surging in trade making Santo very bullish that the good days are back but CJ believes that the horizon is hazier than what the market is letting on. Watch the duo's thoughts on the PSU giant and their views on Vedanta, Gujarat Gas and Stylam Industries.
HUL Q1 results trounced expectations of analysts on most key parameters, defying concerns that the sector as a whole will be hit by a double whammy of rising input costs and weak demand in an inflationary environment. Watch Santo and CJ argue whether HUL has just made FMCG stocks in general an attractive bet again for investors chasing returns at reasonable valuations. Plus the duo lock horns on Ambuja Cements, RIL, ICICI Lombard and Control Print.
Polycab India's blockbuster Q1 results have CJ buzzing while Santo is batting for yesterday's stories Just Dial and IRCTC. Watch the duo debate on where the three stocks are likely to go in the foreseeable future.
Maruti wants its lost market share back but Tata Motors is the new kingpin of SUVs. Tata Motors is also looking to go aggressively into the future with its bet on electric vehicles whereas Maruti Suzuki remains cautious. Watch Santo & CJ debate on which of the two auto sector majors deserve your consideration as the market warms up to the sector after a two year hiatus. Plus the duo share their thoughts on Greaves Cotton, NBCC and Voltas.
Infosys and other IT stocks are making a strong comeback as CJ gives you a lowdown on what's driving the rally. Plus the duo discuss the fate of IndusInd Bank.
HDFC Bank's Q1 results have CJ convinced that the stock will not attract investors but Santo is adamant that the worst is behind the lender. Watch the duo battle it out over HDFC Bank's results plus their thoughts on IndiGo, Sunteck Realty and BEL.
Federal Bank has posted strong numbers for the June quarter, impressing Santo. CJ is on the hunt for a midcap IT stock once again. Plus the duo's thoughts on Star Health, NALCO and Syngene International.