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
BUSINESS
Moneycontrol Pro Panorama | OPEC+ delivers a sucker punch
In today’s edition of Moneycontrol Pro Panorama: Russia's counter plan for US, new foreign trade policy has room for a quick response, time to step up mask mandate and testing, dividend stocks rule the roost, and more
BUSINESS
Is fine print in the Finance Bill amendment a risk for ITC?
GST cess on tobacco can now be levied based on retail sale price up to 100 percent of RSP. The target appears to be non-cigarette tobacco products, for now
BUSINESS
Moneycontrol Pro Panorama | If all debt income is short term, what about equity?
In today’s edition of Moneycontrol Pro Panorama: Rahul's expulsion could work in Congress's favour, major economies record strong growth, China’s influence in Nepal ebbs, BJP’s growing momentum in TN worries AIADMK, and more
BUSINESS
Chart of the day | Why the govt wants you to pay more tax
The amount lost to various tax incentives given to individuals has risen over the years. The 2023 Budget too has budgeted Rs 38000 crore as loss due to direct tax proposals
BUSINESS
Thyssenkrupp’s steel business could tempt Indian companies to bid
The German conglomerate’s plan to separate its steel business may get revived. Indian steel majors may throw their hat in the ring, with investors worrying at its impact on their financials
BUSINESS
HZL’s dividend bonanza does not resolve the larger issue
The dividend payout of nearly Rs 11000 crore addresses only the Vedanta group and the government’s short term need for cash
