BUSINESS
Quick Commerce: A race to finish first or a plunge to the bottom?
The 10-minute delivery industry is seeing a rush to raise funds. The risk of hyper competition leading to unwise business decisions exists, but is not visible as of now
BUSINESS
Who will pay the price for the IndiGo debacle?
While the government has promised an inquiry and fixing of accountability, the real price may be paid by a different stakeholder
BUSINESS
What a revised tax regime for ITC could mean for investors
Necessitated by the end of the GST compensation cess, the new indirect tax regime is expected to keep the tax outgo unchanged, but investors should wait for the fine print
BUSINESS
Moneycontrol Pro Panorama | Of balance sheets and innovation
Moneycontrol Pro Panorama November 28 edition: India’s employment paradox decoded, Gold is glittering and equity is holding up, understanding India’s Rs 7,280 crore rare earth push, and more
BUSINESS
Why Kwality Wall’s 0% EBITDA margin is not as chilling as it appears
The to-be-demerged company’s investor presentation discloses an aggressive pricing strategy and investments, as it seeks to become a much larger, faster-growing company. But the ride could be a rough one
BUSINESS
Small FMCG companies show how it's done
Very small companies are doing exceptionally well in the FMCG market, even with disruptions related to GST rate cuts blamed for causing slower industry growth. Listed firms, better take note!
BUSINESS
Sugar exports quota a balm, but not cure for industry’s ills
While a timely announcement of a sugar export quota is good news, what the industry needs is a lasting solution that frees it from policy whims
BUSINESS
Indian sugar mills in sticky ethanol spot
The government’s desire to keep sugar prices in check may have led to a lower than desired allocation for cane-based ethanol, leading to mills worrying about the fate of their investments
BUSINESS
HUL Q2 Quick Take | Will new chief’s focus on volume-led growth win over investors?
Four key priorities have been put in place by the new CEO & MD to drive growth, of which one can be disruptive in the short-term
BUSINESS
Moneycontrol Pro Panorama | Tariff noise, empty vessel?
For Moneycontrol's Pro Panorama October 17 edition: Tea drinkers rejoice but growers balk at price side, decoding India's trade deficit, impact of port fees on global trade politics, struggles of India's media & entertainment industry, and more
BUSINESS
How Trump’s tariffs are affecting global steel demand
World Steel Association’s latest demand forecast points to limited long-term impact from the tariff war unleashed by the US on demand for the commodity
BUSINESS
Should dip in FMCG sales due to GST cuts be a concern for investors?
Consumers and trade channels both deferred purchases for different reasons, say FMCG companies, hurting their September quarter sales growth. Will it cast a shadow on FY26 performance?
BUSINESS
EU’s steel duties a new threat for Indian producers
The EU’s proposal to halve tariff-free import quotas and double duties to 50% on the rest may be meant to halt Chinese imports, but it could end up singeing Indian exporters too
BUSINESS
How should investors in FMCG stocks read unexpected negative effects of GST rate cuts?
HUL’s sales warning for September and October raises the risk of it becoming a sector-wide issue. The key points investors should be looking at to gauge the sectoral outlook
BUSINESS
Moneycontrol Pro Panorama | Motown fills up on GST rate cuts
In Moneycontrol Pro Panorama September 23 edition: Indian IT faces the blues with new H1B visa rule, GST cuts brought to fuel demand but is consumption at par, India must harness AI potential to boost trade, redesigning UPI infra important to bring new phase of digital economy, and more
BUSINESS
GST rate cuts and consumption demand: What should investors be watching out for?
In the immediate aftermath of the GST rate cuts, here are the main questions facing the economy, business and investors
BUSINESS
If India is Asia’s fastest growing FMCG market, is urban demand slowdown a canard?
Asia’s FMCG market saw sales grow by 2.5% in Q2 2025 while India’s urban FMCG sales grew by 9.3 percent. While this calls into question talk of a consumption slowdown, the headline numbers don’t tell the full story
SECTOR
Why lower income FMCG consumers’ shopping baskets are lighter
A market research survey shows expenses rising at a higher rate for lower income consumers than for higher income ones, in both urban and rural areas
BUSINESS
GST rate cuts to boost urban consumption, give formal sector a leg-up
The overall verdict is that it is certainly positive for urban consumption, particularly in the mass consumption categories, where stress has been most visible
BUSINESS
Does the liberal ethanol feedstock policy really boost sugar mills’ earnings prospects?
Comforted by healthy forecasts for sugarcane output, the government has been liberal on feedstock use for ethanol. Will it move the needle for sugar mills?
BUSINESS
GST rate cuts: Quick implementation could limit near-term damage to corporate performance
As rate cuts beckon, deferral of purchases, deployment of the anti-profiteering provision and uncertainty among distribution channels on input tax credit are risks facing businesses
BUSINESS
Moneycontrol Pro Weekender | Powell gives an inch
Ths US Fed chief has one eye on the tariff risks to prices, and the other on a softening job market
BUSINESS
Will GST cuts speed up urban demand revival?
Urban consumption has been ailing and the proposed GST rate cuts are a welcome boost. But much depends on the specifics such as the final slabs and what constitutes common man or aspirational goods
BUSINESS
Sugar mills headed for output-led bounty in 2025-26?
An 18 percent increase in estimated sugar output raises hopes of an improvement in their performance but a few major obstacles need to be tackled
