BUSINESS
Moneycontrol Pro Panorama | Industrial recovery is losing momentum
In today’s edition of Moneycontrol Pro Panorama: IIP, consumer inflation, Economic recovery tracker, TCS earnings, vaccination bungle, Solara Active, Cairn tax case, Tata Chemicals, Microsoft/Nuance
BUSINESS
Moneycontrol Pro Panorama | Sell first, ask later when in the equity markets
In today’s edition of Moneycontrol Pro Panorama: Stock market jitters, China the world's largest economy, vaccine hopefuls, EM currencies, Equitas, hotels, earnings and carbon neutrality
BUSINESS
What to watch out for in the Q4 earnings season
The base effect is not the only factor investors should be keeping an eye on in this earnings season
TRENDS
Global food prices surge, local trends show pockets of relief
The FAO's food price index is at its highest level since June 2014
BUSINESS
Moneycontrol Pro Panorama | The US is batting for a higher corporate tax rate
In today’s edition of Moneycontrol Pro Panorama: Higher corporate tax, vaccines, Titan, Godrej Consumer Products, Adani Ports, gap between consumer confidence and business confidence, hydrogen as an alternative and more
BUSINESS
Moneycontrol Pro Panorama | Shaktikanta Gsaps the Bond Market
In today’s edition of Moneycontrol Pro Panorama: Monetary policy decision, global economic outlook, asset prices and loose monetary policy, Nifty 20000 by September, Macrotech IPO, Federal Bank, Glenmark, Byju-Aakash and more
BUSINESS
Investors in FMCG stocks should not ignore this risk to earnings
The desire to keep volume growth going even at the cost of sacrificing some margins could mean some surprises on the earnings growth front
BUSINESS
Moneycontrol Pro Panorama | What a lockdown could mean for investors and the economy
In today’s edition of Moneycontrol Pro Panorama: Lockdown in Maharashtra, what investors should do, impact on the MPC decision, JSW Energy, HAL, GST, an arbitrage trade gone bad, who won in Tata-Mistry battle and more
BUSINESS
Why are steel majors queuing up to buy loss-making Neelachal Ispat?
Prospective bidders are looking beyond Neelachal Ispat’s negative net worth debt and even the fact that its plant is shut since March 2020
BUSINESS
Moneycontrol Pro Panorama: The Archegos episode may be the tip of a leverage iceberg
In today’s edition of Moneycontrol Pro Panorama: The Archegos selloff that scared Wall Street, Kalyan Jewellers, Suryoday, lockdowns and interviews with P&H Health and Thermax
BUSINESS
Moneycontrol Pro Panorama: An end in sight for the Tata-Mistry dispute?
In today’s edition of Moneycontrol Pro Panorama: the forecast from OIS rates, signals from equity derivatives, Cera Sanitaryware's sweet spot, the vaccine opportunity for listed firms, and more.
BUSINESS
Moneycontrol Pro Panorama | Oops!...AstraZeneca does it again
In today’s edition of Moneycontrol Pro Panorama: talking Turkey about monetary policy, Barbeque Nation’s IPO, Pimco’s shyness to invest in Adani, a manufacturing renaissance, and more.
BUSINESS
Should the government speed up the vaccination rollout?
As infections rise in some states there’s a call to allow all adults to get vaccinated. The question as earlier is whether it’s a problem of demand or supply
BUSINESS
Vedanta’s Plan B for delisting gets a twist
The increase in Vedanta’s share price meant a higher open offer price was a given. But, why did Vedanta Resources up the stakes by hiking the offer size?
BUSINESS
Taking the ESG bull by the horns
The EU has taken the lead in mandating ESG disclosures and other countries are likely to follow suit, in a collective bid to end greenwashing
BUSINESS
JSW’s Bhushan Power & Steel deal closure coincides with healthy steel margins
The long awaited acquisition is close to being completed. What it means for JSW’s investors
BUSINESS
Nestle’s rural shift: strategy or compulsion?
Why does Nestle want rural markets to contribute to a higher share of its sales? Can it succeed?
INDIA
The ₹250 vaccination question: Why the private sector was not given a free hand
The private sector had been keen to play a role in vaccination. They’ve got it now, but with strings attached with no free hand in pricing
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?
BUSINESS
Hindalco has got a capital plan
Hindalco wants to focus its capex plans on making value-added products and not the metal itself
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
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
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
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
