BUSINESS
MC Long View: Is Zomato’s path to profitability coming at the cost of growth?
Zomato’s recent quarterly financial performance seems to be in sync with its focus on profitability, but growth seems to be taking a hit
BUSINESS
MC Long View: Can Vedant Fashions truly be the next Titan?
From the sales growth of both companies vis-à-vis the competition, it’s evident that while Titan is holding its ground, Vedant has started to concede market share
BUSINESS
Why the banking turmoil won’t stop the Federal Reserve from hiking rates
With inflation still at 6 percent, significantly above the Fed’s target, and the labour market stronger than it has been for more than 50 years, there is still a strong case for tightening rates.
BUSINESS
Does the historic fall in the 2-year treasury bill mean a big correction is coming soon?
Although worries about continued high inflation hurting economic growth persist, a slower pace of rate hikes will calm equity markets and stem the fall in asset prices in the short-term
BUSINESS
Budget 2023 may peg nominal growth at about 12.5%, GDP could rise 6.5%, Bibek Debroy says
India does not face any domestic uncertainties despite global headwinds, the chairman of the Economic Advisory Council to the Prime Minister says
BUSINESS
Budget 2023 | Finance Minister faces challenge of continuing capex push, Bibek Debroy says
While revenue expenditure is sticky, the finance minister also needs to lower the fiscal deficit in order to meet its medium-term target, Bibek Debroy says.
BUSINESS
Paytm down 75% from IPO price. Is this a good entry point for new investors?
Paytm has come to a level where it is looking interesting, but investing in the company still comes with a lot of ifs and buts.
BUSINESS
Budget 2023: Bibek Debroy hopes for move towards exemption-less tax system
The big pending agenda is the removal of exemptions both on the personal income tax side and the corporate side, Bibek Debroy says.
BUSINESS
Are we going to continue a food subsidy that extends to 66 percent of the population? Questions Montek Singh Ahluwalia
Instead, food and fertilizer subsidies should be converted into cash transfers, Montek Singh Ahluwalia tells Moneycontrol.
BUSINESS
Finance Minister Nirmala Sitharaman has one of the toughest jobs in the world, says Montek Singh Ahluwalia
The transition to 8 percent growth is not going to be possible unless India retains the sensible view that it needs to continue to open and integrate with the world, Ahluwalia says
BUSINESS
Lofty valuations, plummeting consumption, stagnating growth to play spoilsport in 2023
In a freewheeling interview with Moneycontrol, Sanjeev Prasad, Managing Director and Co-Head, Kotak Institutional Equities gave a detailed breakdown on why he foresees consumption registering a pronounced slowdown, growth levels plummeting further and why lagging public investment spending is the missing piece in the larger picture of India Inc’s growth narrative
BUSINESS
Paytm buyback: The good, the bad, and the ugly
Is it an attempt to talk up the stock, or is it because there’s no path to profitability in sight? For what value is there in an exit when the stock is more than 70 percent down.
BUSINESS
Up and coming competitors are not a worry for Asian Paints, says Saurabh Mukherjea
In the last few years, a number of new players have announced their entry into the paints industry including big pocketed players like JSW Group and Grasim Industries.
BUSINESS
The good, bad and ugly of Nykaa’s bonus issue
Nykaa’s bonus issue allows a sweet, partial exit to promoters and early investors and raises the hurdle rate for a vast swath of investors in a desperate attempt to smoothen volatility in the stock price
BUSINESS
Lock-in ends but Nykaa sees no selling pressure, thanks to bonus issue move by Falguni Nayar
The record date for 1:5 bonus issue was changed to November 11 to coincide with the release of lock-in shares
MARKETS
RJ’s attitude can be summed up in that song, har fikr ko dhuen mein udatha chala gaya: Ramesh Damani
A close friend of over three decades, this ace investor recalls the rambunctious and illuminating times spent with the Big Bull
MARKETS
Rakesh Jhunjhunwala: The king is dead, long live the king
The Big Bull was loud, brash and bold. He made investing respectable when superstars invariably collapsed in a heap of disrepute or shrank in stature from dubious connections.
MARKETS
Nifty to test 17,800 before the big fall: Elliott Wave analyst Rohit Srivastava
The surprise rally still looks like a bounceback; a bigger rally will need fundamental changes
BUSINESS
MC Interview | We have to live with both inflation and recession for now: Devina Mehra, First Global
The Fed stance seems to be slightly more dovish but we have to wait for more data, Devina adds.
BUSINESS
Prashant Jain had trimmed his ‘contrarian’ bets ahead of his departure
The portfolio realignment of the three funds managed by the legendary fund manager has been underway for over a year shows a detailed look at the portfolio
BUSINESS
India's largest equity mutual fund manager Prashant Jain calls it quits
As the CIO of HDFC AMC, he was responsible for overseeing the Rs 4.12 lakh crore corpus under management and in excess of Rs 1 lakh crore directly
MARKETS
This Elliott-Wave expert sees rupee falling to 85, Nifty to 14,200 after pull-back rally
The recent rally, which started in mid June and which could send Nifty all the way up to 16,600-17,000, does not mean that we are out of the bear market, said Rohit Srivastava, founder and market strategist at Indiacharts.
BUSINESS
RBI on way to catching up with reality, globally rate hikes will be an overhang on asset prices: Devina Mehra
Mehra expects India to outperform the global markets this year, continuing its outperformance of last year but the rally will likely be more selective
BUSINESS
I get a sense that the Greenspan put is past its expiry date: Prof Jayanth Varma
The MPC member speaks about the rate action in developed markets and things that drive it, including PhD programmes of heads of central banks. This is the second of a two-part series.
