BUSINESS
Uncertainties about stake sale pull down Concor
The stock lost 17.8 percent so far in 2023 compared to a flat Nifty 50 index
BUSINESS
Moneycontrol Pro Panorama | Going premium the trump card for automakers, courtesy Eicher
In today’s edition of Moneycontrol Pro Panorama: Sebi busts pump-and-dump operations on Telegram, gross capital formation main supporter of GDP, did CSO miscalculate cereal inflation numbers, Nykaa should conserve its earnings, and more
BUSINESS
Nykaa should revisit investments amid consumer spending slowdown
Gross margins dropped in December 2022 quarter, reflecting inferior product mix, discounts and consumer downgrades
BUSINESS
PB Fintech needs to grow its core insurance business profit margin
While profitability at the insurance marketplace improved in 9M FY23, margins remain low
BUSINESS
NHPC’s growth drought is finally coming to an end
The stock gained 34 percent in the last one year as the company made progress on the projects under construction
BUSINESS
Moneycontrol Pro Panorama | Global diversification and its side effects
In today’s edition of Moneycontrol Pro Panorama: IT slowdown likely to get tougher, a glimmer of hope for rural jobs, central bankers rush to buy gold, the mystery of the Chinese balloon, and more
TRENDS
Cognizant repair can make slowdown tougher for Indian IT
If successful, the new CEO can arrest market share losses and raise competition for large deals
BUSINESS
Budget 2023: Tepid rural allocations unlikely to derail farm inputs demand
Rural spending as a percentage of GDP is projected to come down from 1.4 percent in FY23 to 1.3 percent in FY24
BUSINESS
Budget 2023: Measures short-circuit energy transition excitement
Budget did not specify major incentives to scale-up battery manufacturing capacities or rapid adoption of EVs
BUSINESS
Economic Survey 2023 reaffirms the rise of EVs, but mum on challenges
The domestic electric vehicles (EV) market is projected to grow at an average annual pace of 49 percent between 2022-2030
BUSINESS
Economic Survey takes a pragmatic line for climate change policies
To achieve the stated goals on clean energy transition, India needs renewed support from developed countries
BUSINESS
Moneycontrol Pro Panorama | Tech hiring hits the skids
In today’s edition of Moneycontrol Pro Panorama: Tribal vote key to elections in Tripura, retail traders have an uphill task, personal finance wish list for Budget, power sector needs major overhaul, and more
BUSINESS
Gland Pharma’s streak of weak results should worry pharma investors
The stock’s valuation has compressed from around 40 times FY21 earnings to about 23 times the FY23 earnings estimated figure
BUSINESS
Moneycontrol Pro Panorama | Banks lend a hand to earnings amid global headwinds
In today’s edition of Moneycontrol Pro Panorama: India a bright spot in bleak global economy, warehousing is the next big thing, India cozies up to neighbours in Indian Ocean area, India's job market slumps further, and more
BUSINESS
Moneycontrol Pro Panorama | Inflation eases, but risks lurk
In today’s edition of Moneycontrol Pro Panorama: Tech helps small businesses go global, investors should mind uncertainty in IT, will Budget boost demand for cement, markets likely to see de-leveraging, and more
TRENDS
IT investors should mind the gap between orders and revenues
Amid macroeconomic uncertainty, clients are delaying project ramp-ups. Some sectors are seeing pullbacks in discretionary spends
BUSINESS
SBI Life’s growth rates defy size constraints
Total annualised premium equivalent increased 30 percent in December 2022, faster than for the life insurance sector
BUSINESS
Moneycontrol Pro Panorama | A sobering outlook for IT, but TCS can just sail through
In today’s edition of Moneycontrol Pro Panorama: Budget boost to Indian firms, trade diplomacy tweak to improve India-US ties, India's steel demand grows, Xi Jinping plans to reset China’s economy, and more
BUSINESS
Why investors should not get excited about PTC India’s ownership change
PTC India is in the limelight because of a potential change in ownership. But investors should be wary about its weak financial performance and changing business dynamics
BUSINESS
Tata Power: Arguments at CERC show long-term solution for Mundra plant remains elusive
States are reluctant to pay higher charges. Some discoms against changing the terms of the initial power purchase agreements
BUSINESS
Moneycontrol Pro Panorama | More green spots on India’s growth map, what can play spoilsport?
In today’s edition of Moneycontrol Pro Panorama: Infra projects pose steep cost overruns, vital to maintain pharma quality, thermal sector continues to grow, plea to deem demonetisation illegal futile, and more
BUSINESS
Thermal sector recovery to continue in 2023 despite clean energy thrust
A steady increase in demand is likely to result in thermal power sector utilisation levels rising in 2023 as well
BUSINESS
NTPC: Green energy excites investors but thermal remains vital to earnings
As the company is ramping up renewable energy capacity additions, its shares outperformed the benchmark index for a second consecutive calendar year
BUSINESS
Moneycontrol Pro Panorama | A sombre IPO market in 2022 holds lessons for investors and issuers
In today’s edition of Moneycontrol Pro Panorama: All eyes on China's COVID crisis, dissent in MPC over conflicting data, COVID lock down could do more harm than good, India’s auto sector needs a maverick, and more
