BUSINESS
Chart of the Day: India Inc’s sales growth at inflation crossroads
Real sales growth is falling in recent quarters as falling inflation reveals the truth about volume growth
BUSINESS
Moneycontrol Pro Panorama | Where’s the import threat?
In today’s edition of Panorama: Global food inflation brings good tidings, Musk joins chorus against US's China policy, India's recycling policy needs revamp, investments key driver of GDP growth, and more
BUSINESS
Steel: Rising capex and softer prices not hurting credit outlook, yet
Rating agencies appear to be unperturbed by softening steel prices, as healthy balance sheets and rational capex support industry outlook
BUSINESS
What’s behind Patanjali Foods’ ESOP gambit?
As Patanjali Foods readies to make inroads in the competitive FMCG market it has armed itself with an important weapon
BUSINESS
Moneycontrol Pro Panorama | Another challenge for capex revival
In today’s edition of Moneycontrol Pro Panorama: China’s attempt to assert dominance won’t succeed, another military dictatorship on for Pakistan, investors must opt for shorter duration, cost factors make it hard for RBI to pivot, and more
BUSINESS
Chart of the Day | India Inc’s debt indicators under strain?
The IMF has flagged a deterioration of Asian economies’ interest cover ratios and India is among them. What listed company data shows on this front
BUSINESS
Moneycontrol Pro Panorama | Rural gets a second wind
In today’s edition of Moneycontrol Pro Panorama: Can PM Modi help clinch deal with Australia, steel output is losing its glint, sooner AFSPA in Assam is lifted the better, more unbearably hot conditions likely ahead, and more
BUSINESS
Aircraft Lessors Vs Go Airlines: Implications of the NCLAT order
NCLAT upheld Go Airlines' admission to the insolvency process but on other crucial questions raised by aircraft lessors the NCLT will first decide
BUSINESS
Moneycontrol Pro Panorama | When economics collides with geopolitics
In today’s edition of Moneycontrol Pro Panorama: SEBI seeks new law reversing the onus of proof, cracks appear at opposition's plan at unity, fate of apparel makers hangs in the balance, Rs 2000 notes will die unsung, and more
BUSINESS
Why DMart’s low margin problem may be nearing a bottom
Dmart’s value proposition has got caught in an inflationary quagmire, but relief may be near. The bigger worry is what’s afflicting margins is not inflation but something else
BUSINESS
Moneycontrol Pro Panorama | Karnataka verdict: Jumping to the wrong conclusions
In today’s edition of Moneycontrol Pro Panorama: The ups and downs of startups, China keenly watches Pakistan’s political crisis, Kaladan project and its strategic importance, Tata Motors' double-engine growth story, and more
BUSINESS
Moneycontrol Pro Panorama | Will GoAir’s manoeuvre end in a safe landing?
In today’s edition of Moneycontrol Pro Panorama: DGCA needs to strictly monitor airline business, can ONDC compete with Swiggy and Zomato, exit polls predict close race in Karnataka, India fairly new to the incubator game, and more
BUSINESS
FMCG shares may benefit from fall in commodity prices
A downward trend in prices of inputs of FMCG companies opens up the possibility of a shift in how investors view these stocks
BUSINESS
Moneycontrol Pro Panorama | The credit angle to a rural slowdown
In today’s edition of Moneycontrol Pro Panorama: Sugar price pushes global food inflation up, deposits in US banks decline, Russia upends rupee’s global ambition, foreign brands in China on target, and more
BUSINESS
Moneycontrol Pro Panorama | A two-speed Chinese economy
In today’s edition of Moneycontrol Pro Panorama: RBI hints at a greener India, market analysis counsels patience, new US bill favours Indian pharma, decoding macroeconomic data on recession, and more
BUSINESS
Sugar mills face uncertain times again as export ban looms
A shortfall in sugar output may see exports banned and it promises to be a testing time for ethanol policy as well
BUSINESS
Godrej Consumer’s price tag for Raymond’s FMCG brands leaves little room for error
Justifying the Rs 2825 crore it is paying to Raymond to acquire these brands depends on Godrej Consumer executing its plan to perfection
BUSINESS
HUL is finding it difficult to get off the inflation tiger
Lower prices are not seeing growth bounceback. One explanation is that it’s a really weak demand environment. But HUL may also be partly to blame
BUSINESS
Nestle’s March quarter results sparkle, but more disclosures, please
Not giving basic information such as volume growth or segment-wise performance numbers leaves investors grappling with information gaps
BUSINESS
Moneycontrol Pro Panorama | A capital idea whose time is coming
In today’s edition of Moneycontrol Pro Panorama: IT sector in middle of perfect storm, SEBI clarifies issue on insider trading, demand-pull inflation gaining traction, census reflects poorly on the country, and more
BUSINESS
What China’s rocking GDP numbers mean for India’s steel producers
The fall in China’s steel and iron ore prices in recent months raises a question of whether the headline 4.5 percent GDP number automatically signals good times ahead for steel stocks
BUSINESS
Moneycontrol Pro Panorama | First flush of results disappoint investors: Reading the tea leaves
In today’s edition of Moneycontrol Pro Panorama: India concerned about Bhutan and China bonhomie, Indian jails severely overcrowded, states put their shoulder to capex wheel, can BJP change corruption narrative in Tamil Nadu, and more
BUSINESS
Global sugar price spike may mean little for India’s sugar mills
Global sugar prices are on a tear as the tail end of India’s sugar season is seeing output slump, with the season’s output expected to fall short of estimates
BUSINESS
FMCG earnings updates signal healthier margins, but sales growth a mixed bag
Falling raw material costs are leading to better gross margins but not all categories are seeing sales growth recover. Much depends on how companies use price cuts, to improve margins or spur sales growth
