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
BUSINESS
Moneycontrol Pro Panorama | Why markets are fearful
In today’s edition of Moneycontrol Pro Panorama: Xi reaches Moscow to resolve Ukraine crisis, IREDA IPO pricing is key to its success, India's improved regulations help avoid SVB-like crisis, Odisha steals the show, and more
BUSINESS
Chart of the Day: Odisha grabs the steel output crown
Odisha’s push for value addition of its iron ore deposits within the state is bearing fruit, Maharashtra saw the second highest growth in FY18-22
BUSINESS
Moneycontrol Pro Panorama | What a management change at TCS means for its investors
In today’s edition of Moneycontrol Pro Panorama: India's growth challenge faces headwinds, no SVB-like situation for Indian banks, China offers to broker peace in Russia-Ukraine conflict, bank turmoil sends investors running for cover, and more
BUSINESS
What the freeze on Patanjali Foods’ promoter stake means for investors
While its promoters may have liked to wait to lower their stake, as its shares have slid since end-October, they have little choice now
BUSINESS
HUL gets a new chief, will it be a transformational move?
While there are no pressing problems at HUL that a new chief executive needs to solve, here are some areas that merit attention
BUSINESS
Amid hazy outlook for iron ore, there’s a silver lining
The macro outlook for iron ore contrasts with the factors supporting the current price uptrend
BUSINESS
Moneycontrol Pro Panorama | China's modest growth target a red flag for commodities
In today’s edition of Moneycontrol Pro Panorama: More credibility to EC, China’s ‘Two Sessions’ in Parliament, a consumption-led growth strategy, Arshad Warsi and family beneficiaries or victims, and more
BUSINESS
China’s growth optimism key to industrial metals’ outlook in 2023
China’s PMI data reflect benefits of zero-COVID ending. New policy initiatives and growth targets set at the ‘Two Sessions’ programme should provide more clarity on what lies ahead
BUSINESS
FMCG retail sales show signs of demand destruction in December quarter
The macro slowdown in consumption is supported by retail FMCG data. But modern trade is doing well, foods are beating non-foods and more interesting trends inside
BUSINESS
Moneycontrol Pro Panorama | Consumption is catching a chill
In today’s edition of Moneycontrol Pro Panorama: India's demographic dividend is slipping, bank mergers are good for both parties, what global UPI means for Indian businesses, Sebi's proposals on shareholders' agreements, and more
BUSINESS
If sugar output misses estimates, then ethanol’s rude health may invite attention
Poor yield conditions in the largest sugar-producing state Maharashtra may lead to India’s sugar output undershooting estimates. Adjust for ethanol diversion and the situation looks very different
BUSINESS
HZL-Vedanta: Government’s opposition to the zinc deal has a surprising escape clause
HZL’s proposed acquisition of Vedanta’s international assets cannot proceed without the government’s approval. But the opposition seems more to the mode than the deal
BUSINESS
Moneycontrol Pro Panorama | Adverse times may see FMCG companies focus on core strengths
In today’s edition of Moneycontrol Pro Panorama: Supply chain disruption main cause of inflation, Pakistan's bankruptcy weakens China ties, India's decoupling with global slowdown, El Niño phenomenon to hit India, and more
BUSINESS
Moneycontrol Pro Panorama | Slow moving consumer goods
In today’s edition of Moneycontrol Pro Panorama: Air India's staggering comeback, time to invest for maximum returns, El Niño's impact on Indian monsoon, Indian assets attract foreign investors, and more
BUSINESS
Nestle India caught between inflation and a hard place
Higher product prices have hurt volume growth, underscoring the challenge even urban-focused companies face in managing the sales growth-margin tradeoff
BUSINESS
Companies are paying less tax, then why is the government happy?
Lower income tax rates have certainly benefited companies but lower incentives mean the government has not exactly got the raw end of the deal
BUSINESS
Budget 2023: Larger companies make the most of new corporate tax regime
Companies have taken advantage of the new tax regime, lowering their effective tax rate
