BUSINESS
Chart of the Day | For Coal India investors, rising demand runs counter to doomsday predictions
The electricity sector's coal requirement alone is projected to cross one billion million tonnes (MT) in FY30, up from 723 MT in FY22
BUSINESS
NTPC trumps Power Grid in growth, but lags in investor love
NTPC is projected to grow faster than Power Grid Corp of India in the near term
BUSINESS
Moneycontrol Pro Panorama | Glenmark’s sorry tale of debt finally ends
In this edition of Moneycontrol Pro Panorama: ITC is best suitor for FMCG buyouts, harnessing the power of AI, rising disconnect between education and employment, how to deal with short-term market volatility, and more
BUSINESS
Chart of the Day: Record imports to keep a lid on edible oil prices
The threat of El Nino and soft international commodity prices have prompted domestic traders to step up imports of edible oils in the current marketing year
TRENDS
Tech Mahindra’s rebound trade has gone too far
The stock valuations of Tech Mahindra are at par or slightly lower than TCS and Infosys
BUSINESS
Weak acute drug sales pose risk to Indian pharma’s growth tempo
Growth in the Indian pharmaceutical industry slowed to 5.8 percent in August
BUSINESS
Moneycontrol Pro Panorama | Indian investors are getting cosy with risk
In this edition of Moneycontrol Pro Panorama: India’s power demand ramps up dramatically, delayed NHAI projects cause for concern, mastering AI tools a useful skill, markets find RBI’s liquidity policy difficult, and more
BUSINESS
Chart of the Day: India’s peak power demand rises at fastest pace in over a decade
Peak electricity demand grew at an average annual rate of 6.7 percent between 2019 and 2023, higher than 5.3 percent in the previous four years
BUSINESS
Moneycontrol Pro Panorama | Uday Kotak is not riding into the sunset anytime soon
In today's edition of Moneycontrol Pro Panorama: Indian foreign policy needs a rejig, high demand for MGNREGA signals a job crunch, no takers for dollar, slow bank credit no reason to worry, and more
BUSINESS
Chart of the Day: Falling fertiliser prices to lighten government subsidy bill
Price of widely used urea dropped 52.7 percent in June 2023 quarter
BUSINESS
Moneycontrol Pro Panorama | Pharma investors should not ignore risks in US market
In today's edition of Moneycontrol Pro Panorama: Strong services sector growth highlights momentum, how to make sense of the Q1 GDP data, interest rates are impacting loan offtake, a flux F&O market affects trading, and more
BUSINESS
Gokaldas takes Africa route to sidestep US duties
Atraco’s manufacturing units has duty free access to US, Europe and enjoy low labour costs
BUSINESS
Moneycontrol Pro Panorama | The rise and rise of defence stocks
In today's edition of Moneycontrol Pro Panorama: Unsecured retail lending putting pressure on NBFCs, market lessons for new-age traders, MSMEs need strategic push to flourish, it's India's time to shine, and more
BUSINESS
Chart of the Day | Large caps hold sway over corporate profits
The contribution of large cap companies to aggregate sales and net profit of BSE 500 firms remains steady and similar to pre-COVID levels
BUSINESS
CarTrade Tech’s focus on profitability at OLX soothes investor nerves
OLX has wide reach and can strengthen CarTrade’s automobile business
BUSINESS
Moneycontrol Pro Panorama | Thermal power capex warms up
In today's edition of Moneycontrol Pro Panorama: September may turn the market fortunes, rail freight traffic stutters, boycotting COP28 would cause more problems, a market to indulge your inner child, and more
BUSINESS
Chart of the Day | Rail freight traffic growth decelerates to pre-COVID levels
Total volumes grew just 1.5 percent in July 2023 indicating subdued business trends in logistics sector
TRENDS
Mega orders of Infosys, HCL should allay insourcing fears of IT investors
Even as global enterprises develop technology capabilities, Indian IT vendors continue to find enough opportunities in the market
BUSINESS
Sun Pharma's investors face a risk from India's unbranded generic drug push
Its large presence in India's branded generic drug market exposes it the most to a risk from trade generics. But other major pharma companies are at risk too
TRENDS
Soft summer season hits healthcare service providers
Fortis and Max Institute reported subdued sequential revenue growth in the June 2023 quarter
BUSINESS
Moneycontrol Pro Panorama | Gland Pharma on a comeback trail
In today’s edition of Moneycontrol Pro Panorama: MPC likely to vote for status quo, China's exclusion from global capital continues, Pakistan gears up for big political changes, make the most of the rising equity markets, and more
BUSINESS
Impact of global inventory destocking goes beyond chemical sector
As distributors liquidated excess inventories, sales volumes at Balkrishna Industries declined 19 percent in Q1 FY24
BUSINESS
Green capex plans of Power Grid, NTPC look too ambitious
While both companies forecast rapid addition of projects in the coming years, they don't match current capex trends. Investors should watch their return ratios and earnings
BUSINESS
Moneycontrol Pro Panorama | Maruti Suzuki’s surprising U-turn
In today’s edition of Moneycontrol Pro Panorama: Indian manufacturing a star performer, safeguard your business from GST frauds, unlike cooking - investing is a lived skill, India’s booming logistics sector, and more
