Ravi Ananthanarayanan

Deputy Executive Editor

Moneycontrol

What can knock the wind out of metal prices?

BUSINESS

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

BUSINESS

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

BUSINESS

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

BUSINESS

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

BUSINESS

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

BUSINESS

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

BUSINESS

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

COMPANIES

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

BUSINESS

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

BUSINESS

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

BUSINESS

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?

BUSINESS

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?

BUSINESS

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

BUSINESS

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?

BUSINESS

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

INDIA

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

TRENDS

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

BUSINESS

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

BUSINESS

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

BUSINESS

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

BUSINESS

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

BUSINESS

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

BUSINESS

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

BUSINESS

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

Sections