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
TRENDS
Foreign portfolio flows turn crucial for equities as MF inflows ease
While foreign investors resumed purchases of Indian equities, markets face a risk of them diverting funds to cheaper emerging markets
BUSINESS
Moneycontrol Pro Panorama | Sell stocks in December, buy in 2023?
In today’s edition of Moneycontrol Pro Panorama: Energy crisis affecting coal, an effective algo trading strategy, NHAI’s recapitalisation challenge, Edtech sector in crisis but not dead, and more
TRENDS
Accenture results signal more trouble for midcap IT stocks
Smaller deals that have powered Indian IT’s order inflows in recent quarters are seeing a slowdown
BUSINESS
India data stoke sales optimism for pharma companies
Growth in Indian drug market rebounded in November while flu season is aiding sales in the US
BUSINESS
Moneycontrol Pro Panorama | Airlines are ruling the sky again, will the stocks fly?
In today’s edition of Moneycontrol Pro Panorama: Indian equities' future looks bright, core inflation remains high, silver demands investors’ attention, climate crisis brings forth investment opportunities, and more
BUSINESS
Higher rabi sowing may yield limited gains for agrochemical companies
Lower liquidation of inventories during kharif 2022 can limit sales upside during the winter crop season
BUSINESS
Slowdown signs gather pace for IT services companies
Business software companies warn about demand slowdown. With demand for devices weakening, analysts fear IT services spending will be hit next
BUSINESS
Moneycontrol Pro Panorama | No let-up in RBI’s fight against inflation
In today’s edition of Moneycontrol Pro Panorama: US government reels under high interest rates, China woos the Middle East, DESH Bill a missed investment chance, geopolitics dictate companies' investment plans, and more
BUSINESS
Gland Pharma’s Europe acquisition fails to excite investors
The company is acquiring the Europe based Cenexi group, whose profit margins and return ratios are much lower than Gland Pharma's
BUSINESS
Unified tariffs will aid gas buyers, benefits uncertain for companies
The Petroleum and Natural Gas Regulatory Board plans to implement unified tariff regulations for natural gas infrastructure from April 1, 2023
BUSINESS
Why green energy stocks fail to click with investors
Inox Green Energy Services dropped below its IPO price on its listing debut. Others such as ReNew Energy and Sterling and Wilson too have delivered a disappointing performance since listing
BUSINESS
For IEX investors, a buyback may provide limited relief
Increased competition in the core electricity trading business is leading analysts to fear it may cede market share to new entrants
BUSINESS
Moneycontrol Pro Panorama | As foreign investors head back to India, Nifty faces valuation hump
In today’s edition of Moneycontrol Pro Panorama: Gold biggest gainer of crypto crash, UK adopts fiscal tightening policy, Tata Motors’ Jaguar Land Rover hits a roadblock, the flaw with Data Protection Bill is to give State absolute power, and more
BUSINESS
What can help Mrs Bectors reduce its valuation gap with Britannia
Mrs Bectors’ revenue increased 37 percent in H1 FY23, faster than the 16 percent rise at Britannia
BUSINESS
Q2 results show Indian healthcare sector firmly on recovery path
Healthcare companies expect the growth momentum to continue, driven by the addition of new hospital beds, services and optimisation of existing facilities
BUSINESS
Moneycontrol Pro Panorama | Goldilocks economy? Not quite there yet
In today’s edition of Moneycontrol Pro Panorama: Pricing of off-patent drugs is not the solution, personal investment is like a running a marathon, days of ‘jumbo’ rate hikes might be over, and more
BUSINESS
Divi’s and Gland Pharma’s weak results show B2B model not without risks
Post the weak September quarter results, analysts fear revenue may decline at both the companies in FY23
