BUSINESS
Moneycontrol Pro Panorama | Oil prices heat up, add to investors’ headache
In today’s edition of Moneycontrol Pro Panorama: Economy’s pain points, the coal supply crunch, BSE in a sweet spot, what MPC may do, China’s bull case scenario and more
BUSINESS
As GMR’s demerger nears, all eyes are on airports valuation
GMR Infra’s demerger plan has entered the final leg. Will a separate listing of its airport business unlock value for investors?
BUSINESS
Why the world cannot wean away from coal quickly
China has the largest renewable energy base globally and is still hostage to coal. Green energy is estimated to meet only half of incremental global electricity demand in 2021 and 2022
BUSINESS
Moneycontrol Pro Panorama | India an outlier amid global growth pangs
In today’s edition of Moneycontrol Pro Panorama: How hot is India’s job market, Dabur and Marico cross swords, the Green Pivot, GuruSpeak, Chart of the Day and more
BUSINESS
Size is becoming less of a barrier for IT services firms
Smaller and medium sized IT services firms are regularly winning large contracts while companies such as Accenture see no major issue in demand fulfilment
BUSINESS
The Green Pivot | CESC and SB Energy's exits point to lacklustre returns in renewable energy
Torrent Power is acquiring CESC's wind energy project subsidiary at 1.05 times the price to book value ratio
BUSINESS
India's pharma space normalising, US market needs to step up
Product offtake was strong across major therapies last month and low COVID-19 infections can aid recovery
BUSINESS
Moneycontrol Pro Panorama | Evergrande’s debt cup of woes is spilling over
In today’s Moneycontrol Pro Panorama: China’s property pain, metals in the line of fire, Paras Defence IPO, Recovery Tracker, GuruSpeak, and more
BUSINESS
TCS at $200 billion mcap milestone -- What sets it apart from others
Organic talent development, breadth of services and superior return ratios help TCS stand out among the large IT services firms
BUSINESS
Rising demand, low capacity additions improve outlook for thermal sector
Thermal power sector utilisation levels increased to 59 percent in August on a 21 percent rise in electricity generation. But long term outlook depends on discom reforms
BUSINESS
Moneycontrol Pro Panorama | A mixed picture on inflation signals caution
In today’s edition of Moneycontrol Pro Panorama: Board-room coup at Zee Entertainment, Sansera Engineering IPO, Hindustan Unilever, inflation and more
BUSINESS
Coal India’s Goldilocks situation contingent on production ramp-up, price hikes
Rising demand and firm prices in the e-auctions will benefit Coal India. But the company has to do more to drive a sustained recovery in earnings
BUSINESS
Adani Ports’ growth ambitions get a fillip from Exim trade recovery
Adani Ports aims to double its cargo volume by FY25, capturing as much as 40 percent of India’s Exim trade
BUSINESS
Fertiliser and agrochemical companies face multiple headwinds in FY22
Crop sowing numbers show a normal picture. But the monsoon's uneven spread has hurt sales of agrochemicals while supply constraints are weighing on fertiliser volumes
BUSINESS
Moneycontrol Pro Panorama | What can keep the recovery on course?
In today’s edition of Moneycontrol Pro Panorama: Taking guard on festive pitch, the bond rally, account aggregator ripple effect, Xi’s hallmarks, Coforge, Clean Science and Technology and more
BUSINESS
Revival in engineering services spend puts L&T Tech, Tata Elxsi firmly on growth path
L&T Technology Services' FY25 revenue target implies an average annual growth of 19 percent between FY21-25. That's good news for Tata Elxsi, too
BUSINESS
Crossword sale will reduce costs, but bigger battle awaits Shoppers Stop
Crossword lost money last fiscal and Shoppers Stop has lowered the value of its investment in the unit
BUSINESS
NCR focus to yield good dividends for Max Healthcare
Shares of Max Healthcare gained 15 percent this week after the company said it has acquired the rights to develop and operate a 500-bed hospital at Saket, South Delhi
BUSINESS
Moneycontrol Pro Panorama | Spurt in electricity prices: no easy solutions
In today’s edition of Moneycontrol Pro Panorama: Economic recovery tracker, June quarter GDP, COVID-19 vaccination, rise in electricity prices, Page Industries, Jyothy Labs and more
BUSINESS
India on the right side of gas cycle, but has to do more to avoid supply shocks
Domestic natural gas production grew for the fifth consecutive month, rising about 18 percent in July
BUSINESS
IT companies' outlook brightens on rising demand for cloud services
Global technology companies have reported robust financial performance and many of them have raised their annual revenue outlook, indicating a strong demand environment
BUSINESS
Aurobindo Pharma’s Cronus rethink is positive, but it needs to do more
Aurobindo Pharma terminated an agreement to acquire a majority stake in Cronus Pharma after the proposal stoked capital allocation concerns
BUSINESS
Moneycontrol Pro Panorama | Equity markets get a reality check
In today’s edition of Moneycontrol Pro Panorama: US Fed taper talk, commodity prices, herd immunity tracker, HDFC Bank, SpiceJet, RoDTEP rates and more
BUSINESS
Healthcare | Hospital stocks trump Big Pharma in growth and outlook
Three of the five large drug companies reported weak earnings. But large hospital chains did well and expect business to return to near normal levels
