BUSINESS
Moneycontrol Pro Panorama | India's large talent pool is bringing home the dollars
In today’s edition of Moneycontrol Pro Panorama: India's GDP projection much lower in Asia, a pivot in the making, investors turn to low-cost index funds, time for Indian carriers to dominate the skies, and more
TRENDS
Chart of the Day: ISG index predicts more pain for as-a-service IT companies
Contract awards in the as-a-service market declined 13 percent in March 2023 quarter but IT services are expected to fare relatively better
TRENDS
For Infosys and TCS, the COVID boom is ending without profit margin repair
The FY24 profit margins of Infosys and TCS are lower than in pre COVID years
BUSINESS
Moneycontrol Pro Panorama: The bigger risk investors need to watch out for
In today’s edition of Moneycontrol Pro Panorama: Bank credit growth in slow lane, Musk and climate change, the fixed income party and more
BUSINESS
Supply glut clouds sales outlook for agrochem companies
After FMC Corp, Bayer has projected slower growth in calendar year 2023
BUSINESS
Power Grid flexes its muscles in competitive bids
The company has won majority of the projects awarded through tariff based competitive bidding (TBCB) in FY23
BUSINESS
Moneycontrol Pro Panorama | Pharma companies to get inflation booster in FY24
In today’s edition of Moneycontrol Pro Panorama: India must build consensus on climate funding, fertiliser subsidy likely to drop, Indian policymakers challenge EV investors, booking a fraudster becomes harder, and more
BUSINESS
Chart of the day: Fertiliser subsidy may drop below budget estimates in FY24
The fall in raw material prices accelerated since the Union Budget on February 1
TRENDS
Investors should mind the difference between Accenture and Indian IT firms
Accenture is more diversified than India listed IT firms
TRENDS
Economic fallout of banking crisis a bigger risk for IT sector
If the banking turmoil adds to consumers’ anxiety about future incomes, it could trigger a deeper economic slowdown
BUSINESS
Moneycontrol Pro Panorama | Banking crisis in US and Europe holds valuable lessons
In today’s edition of Moneycontrol Pro Panorama: Electricity usage likely to scale up this summer, US Fed needs to patch up inflation, market uncertainty brings opportunities, the fragility of US financial system, and more
BUSINESS
Chart of the Day | Electricity demand exceeds FY22 levels in 11 months
Electricity usage projected to scale new highs in April 2023
TRENDS
TCS' CEO exit makes leadership changes a key factor to watch
If he retired from TCS, Rajesh Gopinathan's tenure would have lasted for 13 more years. The new CEO's tenure will be for 7-8 years before he reaches retirement age
BUSINESS
Cipla’s US home run faces regulatory hurdles
Launch of two high value products faces delays and its manufacturing plants are under regulatory scrutiny
BUSINESS
Hospitals' defensive credentials on display, but investment risks abound
Hospitals have inelastic demand and pricing power. But hospitals are capital intensive businesses and expansion puts stress on financials
TRENDS
With new CEO, TechM should aim at consistent business performance
Business mix improved under CP Gurnani. But the company was unable to match industry-leading growth rates
BUSINESS
Moneycontrol Pro Panorama | Narayana Murthy is right about start-up valuations
In today’s edition of Moneycontrol Pro Panorama: China's economy key for metal outlook, retail investors losing faith, improved drug regulations on the cards, G20 needs to pay heed to PM Modi, and more
TRENDS
Meet GCCs that are deepening India's tech industry
Global capability centres are playing a crucial role in making India an important destination for engineering R&D
TRENDS
Why investors should not fear heat waves yet
Crops are withstanding moderate change in climatic conditions
BUSINESS
Moneycontrol Pro Panorama | Dr Reddy's boldly goes where others fear to tread
In today’s edition of Moneycontrol Pro Panorama: Decoding impact of Q3 corporate results on GDP growth, lithium mining poses environmental dilemma, Manish Sisodia’s arrest a big challenge for AAP, urban and rural earning divide widens, and more
BUSINESS
Extreme global weather can break UPL’s growth tempo
FMC Corp, a large US based agrochemical company, gave revenue growth guidance of 6 percent for 2023
TRENDS
Capgemini results indicate soft landing for IT services
Capgemini projects revenue slowdown in 2023 but the company continues to see decent order bookings
BUSINESS
Pain points ease for pharma companies, but no earnings upgrades yet
Raw material cost inflation eased and US revenues grew at most large drug firms in the December 2022 quarter
BUSINESS
Moneycontrol Pro Panorama | India moves to pre-empt blackouts amid rising demand
In today’s edition of Moneycontrol Pro Panorama: Indian equities prepare for de-rating, retail investors participation in market declines, branding hotels is a tricky business, govt opposes HZL's takeover of Vedanta’s international assets, and more
