BUSINESS
Moneycontrol Pro Panorama | Is a geopolitical thaw in the making? Markets are not holding their breath
In today’s edition of Moneycontrol Pro Panorama: China unrest is bad news for Xi Jinping, Jet Airways' future looks cloudy, fuel prices and politics do not mix, all that glitters is gold, and more
BUSINESS
Will China unrest damage commodity outlook?
Protests against further lockdowns in China due to rising COVID cases could see a harsh clampdown, which could hurt economic activity. Here are the scenarios that could play out
BUSINESS
Moneycontrol Pro Panorama | Indian stocks sitting pretty, but Asia feels the China chill
In today’s edition of Moneycontrol Pro Panorama: It's advantage India amid China-Australia trade faceoff, small insurers accorded space to grow, shift in energy balance has to be fair, migrant footballers add spark to FIFA World Cup, and more
BUSINESS
Steel export duty rollback: Too little, too late?
With steel prices having crashed, it may seem like there’s little to benefit from the removal of export duty. In some scenarios, companies could still benefit
BUSINESS
Moneycontrol Pro Panorama | Angels are rushing to the exit, what should 'fools' do?
In today’s edition of Moneycontrol Pro Panorama: G20 may be going off mandate, Sebi's proposal for buybacks, Indian IT firms rank low in value chain, what inflation trend means for markets, and more
BUSINESS
Buybacks to get a leg-up from Sebi proposals
A Sebi sub-group has proposed several measures that can lead to a more liberal regime for buybacks, especially under the popular tender route
BUSINESS
Moneycontrol Pro Panorama | A small step for mobile chargers, but a big gain for interoperability
In today’s edition of Moneycontrol Pro Panorama: Employment in India grew during pandemic, startups battle against large incumbents, a habit that can improve your trading returns, and more
BUSINESS
The Reading List: November 11, 2022
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
Moneycontrol Pro Panorama | The inflation tanker’s beginning to turn
In today’s edition of Moneycontrol Pro Panorama: Overseas investments does not hedge against a weak rupee, cryptos heading for a burial, EV makers need to pay attention to safety, aviation sector in turbulence, and more
BUSINESS
Novelis’s lowered guidance a dampener for Hindalco
Hindalco’s rolled products business under Novelis could have been a salve to the wounds caused by falling aluminium prices. But Novelis results point to tough times ahead
BUSINESS
When will rural FMCG demand recover? The answer lies in purchasing power
While higher farm prices can improve farm income, the real impetus for rural demand recovery can only come if wages grow ahead of inflation
BUSINESS
Moneycontrol Pro Panorama | Sugar industry's enthusiasm for ethanol may dim a bit
In today’s edition of Moneycontrol Pro Panorama: A red flag that market should not ignore, can India escape recession, Brazil sets precedent in climate change policies, Rishi Sunak and his commitment to further ties with India, and more
BUSINESS
What the government taketh away from sugar mills with one hand, it giveth with the other
Even as sugar output is projected to increase, the government is turning shy on allowing exports at last year’s level
BUSINESS
Moneycontrol Pro Panorama | India's steel majors are getting the short end of the stick
In today’s edition of Moneycontrol Pro Panorama: India's dipping foreign reserves cause of concern, tighter monetary policy weighs down on gold, investors dilemma on discounted Chinese tech stocks, healthtech needs policy push, and more
BUSINESS
Moneycontrol Pro Panorama | RBI's MPC faces its moment of reckoning
In October 28's edition of Moneycontrol Pro Panorama: Why UK's politics matter to Indian investors, shift to Hindi could blunt India's advantage, BCCI's welcome step towards gender equality, and more
BUSINESS
Dabur’s Badshah acquisition marks expensive spice detour
The deal’s reasonable when compared to Dabur’s own valuations but relatively expensive compared to similar transactions. However, the deal structure provides a safeguard
BUSINESS
HUL results show FMCG sector caught in high inflation-low demand squeeze
The sector bellwether did well, given the circumstances, and the going is likely to get better as input costs taper in the coming quarters but rural demand is not playing ball
BUSINESS
Moneycontrol Pro Panorama | Deflation spotted in FMCG territory, what's ahead for investors?
In today’s edition of Moneycontrol Pro Panorama: IMF forecasts India’s economy will grow, India should watchout for Russia's closeness to China and Pakistan, what Mutual Fund markets say about investors' preference and more
BUSINESS
In Q2 earnings, the outlook matters more than numbers
A rapidly changing external environment, with rising interest rates and slowing growth, means that what the numbers show now may have little relevance to what lies ahead
BUSINESS
Moneycontrol Pro Panorama | Markets weigh outlook on consumption and investment
In today’s edition of Moneycontrol Pro Panorama: Warning signs from European currency market, India's healthcare sector needs regulation, surge in real estate sector, Bosch promises new growth avenues, and more
BUSINESS
Moneycontrol Pro Panorama | When boring is good news for the Street
RBI chooses to stick to the rate hike narrative, markets leap 1,000 points
BUSINESS
Hindustan Unilever: A new CEO for the parent could be good news for investors
Alan Jope’s decision to retire as Unilever CEO could see the 20 percent operating margin discarded and a new CEO tasked with accelerating growth
BUSINESS
Hindalco’s copper business to give a helping hand
An increase in the fees earned by copper smelters is welcome news as the aluminium business comes under pressure
BUSINESS
What explains Patanjali’s hunger for going public?
Baba Ramdev’s Patanjali group wants to list four more group companies in the next five years. The answers to why more equity may lie in debt
