BUSINESS
Moneycontrol Pro Panorama | The uneasy rise in equity markets
In today’s edition of Moneycontrol Pro Panorama: Bengal Panchayat polls to set the tone for LS elections, India-US must set realistic expectations, the solution to prevent corporate fraud, growing need to manage carbon-based resources responsibly, and more
BUSINESS
Market cap of PI Industries swings past UPL on firm customer synthesis business
While tough agrochemical market is weighing on UPL’s revenue outlook, PI Industries is seeing traction in custom synthesis business
TRENDS
As hiring slows, employee pyramid improvement stalls at Infosys, TCS
Lack of progress on improving the employee pyramid mix can weigh on profitability expansion of IT services companies
BUSINESS
Glenmark faces a tough choice in API unit stake sale
The API subsidiary Glenmark Life Sciences (GLS) is trading at undemanding valuations and is yet to reach its full potential
BUSINESS
Moneycontrol Pro Panorama | OPEC’s in a tricky situation
In today’s edition of Moneycontrol Pro Panorama: PLI 2.0 needs effective implementation push, getting the portfolio right is essential, data breach a loss of citizen trust, amid healthy pharma market growth lurks risks, and more
BUSINESS
Chart of the Day: Pharma market growth momentum healthy, but risks lurk
While drug sales continue to grow at a healthy pace the market is seeing higher competition from trade generics
BUSINESS
IEX investors have reason to worry even without market coupling
Market coupling has been in discussion for some time now and analysts have been warning about the risk it poses to IEX
BUSINESS
In its latest comeback, Suzlon tries to avoid past mistakes
The company plans to focus on India and quality orders, customers
BUSINESS
Moneycontrol Pro Panorama | IT stocks get a harsh reality check
In today’s edition of Panorama: China's economic growth and index returns gap widens, the untold story behind the OPEC meet, subsidy cuts may deter EV transition, MPC must note rise in PMI price indices, and more
BUSINESS
Chart of the Day | Saudi crude oil output cut will not hit India, but can tilt market balance
Total production cuts by the oil producing countries’ cartel is projected to reach 4.6 percent of the global demand in July
BUSINESS
Apparel retailers feel the heat of discretionary spending cuts
Aditya Birla Fashion, Page Industries, TCNS Clothing reported weak results as demand worsened. Recovery hopes pushed to festival season
BUSINESS
Moneycontrol Pro Panorama | Return of the FIIs
In today’s edition of Moneycontrol Pro Panorama: SEBI to widen net for insider trading, projecting market trends are next to impossible, urban unemployment numbers slump further, digital borrowing gives rise to repayment risks, and more
BUSINESS
Chart of the Day | India’s solar module manufacturing costs high despite govt incentives
Modules manufactured in India are 37 percent more expensive than in China
TRENDS
After Chennai hiccup, Fortis returns to tried and tested business model
The company plans to build business in a cluster and exit underperforming hospitals
BUSINESS
Moneycontrol Pro Panorama | Divi's Labs Q4 stokes revival hopes
In today’s edition of Moneycontrol Pro Panorama: China looks to dominate rare-earth magnet technology, a bleak outlook for metal prices, RBI's subtle hint at policy change, Indian airlines ready to soar this summer, and more
TRENDS
Why Rainbow’s investors are not worried about its big capex plans
The stock is up 91 percent in the last one year and trades at premium valuations
TRENDS
Chart of the Day | India’s airlines are gasping for fresh capacities
Utilisation levels rose across the airlines in April
BUSINESS
With UK parent snub, Vodafone Idea’s position as precarious as ever
Vodafone Idea is behind in network investments and is ceding market share to competition
BUSINESS
Moneycontrol Pro Panorama | The worrying reasons behind disinflation and declining exports
In today’s edition of Moneycontrol Pro Panorama: India's pharma sector sees steady growth, central banks start hoarding gold, mid-month macro data support rate pause, profit margins of tyre companies likely to slide, and more
BUSINESS
Chart of the Day: India remains a bright spot for pharma companies
Amid the headwinds in North America, Indian pharma companies continues to see steady growth in India
TRENDS
LatentView’s dismal Q4 a reality check for investors
The stock dropped 10 percent on Wednesday, the second biggest fall since its listing in 2021
BUSINESS
Moneycontrol Pro Panorama | The China risk to earnings
In today’s edition of Moneycontrol Pro Panorama: India's hydro storage plan makes little progress, the economy's flashing red this week, Indian banks not financing green projects, gold bullion offers profitable returns, and more
BUSINESS
Chart of the Day: India's hydro pumped storage ambitions make slow progress
The current installed and under construction hydro pumped storage capacities constitute less than 40 percent of the 2030 requirements
TRENDS
Cognizant's gains could come at Indian IT's expense
Order bookings rose 28 percent in March quarter, highest in a year. Its growth may up competitive pressures for domestic companies
