What can knock the wind out of metal prices?
Metal prices have turned red hot and the consensus seems there’s more room for growth. What could spook this party?
Hindalco has got a capital plan
Hindalco wants to focus its capex plans on making value-added products and not the metal itself
The missing piece in the FMCG rebound story
Retail sales data shows consumers in big urban markets are behaving differently compared to their rural peers
ITC's cigarettes business has hit a bump that’s not going away
ITC’s cigarette division’s sales in the metro markets remain affected compared to pre-COVID levels even after lockdowns were lifted
Tata Steel: Why an endgame for Europe matters to the India business
While Tata Steel is shedding debt faster, finding a solution for the European steel business remains a long term imperative
What Unilever’s strategy shift means for HUL’s investors
Unilever’s new strategy focuses on fewer categories aiming at higher and profitable growth. HUL’s near to medium term performance may feel the effect, if it follows suit
Budget 2021 | Steel industry gets a slap on the wrist
The cut in import duties may not hurt steel margins by much but if companies don’t heed the warning, worse may lie in store
The fine print in Budget 2021-22
Changes to digital tax and depreciation on goodwill are some of the fine print we stumbled across in our first look of the Budget documents
Budget 2021-22 | The outlook for FMCG stocks
The Budget 2021 has done no harm to companies or consumers. Reviving demand will take care of growth needs
Economic Survey 2020-21 | Healthcare: A sectoral regulator will do little to solve India’s health problem
The Economic Survey identifies the age-old problems plaguing healthcare, but does not advocate a thrust on building health infrastructure
HUL: Putting a premium on sales growth
The FMCG market leader will focus on growth even if it comes at the cost of margins in the near term
Will Grasim drain Asian Paints’ moat?
Asian Paints faces the fight of its life, for sure. But when two giants fight, it’s said the grass underneath that suffers the most
Has the good run for FMCG stocks ended?
In the past one month, the FMCG sector index has underperformed the broad market. What gives?
SAIL: Strike while the iron is hot
The timing is right for selling Sail’s shares to meet the divestment target, but is a piecemeal approach the best way?
The steel industry has formed a cartel: fact or fiction?
Nitin Gadkari believes the steel industry has formed a cartel that is hiking prices in a concerted manner. His call for regulatory action is worrying investors
What should investors look for from India’s vaccine rollout
The sign of healthcare workers getting their shots could lift investor spirits, but more depends on how the process is managed
The risks facing industrial metals in 2021
While 2020 was an unexpectedly good year, for that to continue in 2021 many stars need to align
In the farm sector, reforms should begin with sugarcane
Despite best intentions, the government’s involvement has only made things worse for the sector
A booster shot for business and markets
A successful vaccination programme with quick nationwide coverage is what the economy needs
Rated companies to see leverage profile improve in 2021
Moody’s expects lower debt and rising Ebitda to improve the profile of Indian companies rated by it
Why the industrial capex machine is whirring to life
While companies seem to be turning back the lights on the capex front, it may not yet be an all-round revival
Why JSW Steel is keen on closing its Bhushan Power & Steel acquisition
A changed industry scenario makes it easier for JSW Steel to absorb the weight of the acquisition
FMCG: The small guys get their revenge
Contrary to what one would expect, small FMCG companies have done far better than the bigger ones during the pandemic
A rising Chinese tide is lifting all steel boats
China’s voracious appetite for steel has lifted prices benefiting India's steel producers, but that could change when China dials back its stimulus
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