BUSINESS
Budget 2021 | Steel industry gets a slap on the wrist
The cut in import duties may not hurt steel margins by much but if companies don’t heed the warning, worse may lie in store
COMPANIES
The fine print in Budget 2021-22
Changes to digital tax and depreciation on goodwill are some of the fine print we stumbled across in our first look of the Budget documents
BUSINESS
Budget 2021-22 | The outlook for FMCG stocks
The Budget 2021 has done no harm to companies or consumers. Reviving demand will take care of growth needs
BUSINESS
Economic Survey 2020-21 | Healthcare: A sectoral regulator will do little to solve India’s health problem
The Economic Survey identifies the age-old problems plaguing healthcare, but does not advocate a thrust on building health infrastructure
BUSINESS
HUL: Putting a premium on sales growth
The FMCG market leader will focus on growth even if it comes at the cost of margins in the near term
BUSINESS
Will Grasim drain Asian Paints’ moat?
Asian Paints faces the fight of its life, for sure. But when two giants fight, it’s said the grass underneath that suffers the most
BUSINESS
Has the good run for FMCG stocks ended?
In the past one month, the FMCG sector index has underperformed the broad market. What gives?
BUSINESS
SAIL: Strike while the iron is hot
The timing is right for selling Sail’s shares to meet the divestment target, but is a piecemeal approach the best way?
BUSINESS
The steel industry has formed a cartel: fact or fiction?
Nitin Gadkari believes the steel industry has formed a cartel that is hiking prices in a concerted manner. His call for regulatory action is worrying investors
INDIA
What should investors look for from India’s vaccine rollout
The sign of healthcare workers getting their shots could lift investor spirits, but more depends on how the process is managed
TRENDS
The risks facing industrial metals in 2021
While 2020 was an unexpectedly good year, for that to continue in 2021 many stars need to align
BUSINESS
In the farm sector, reforms should begin with sugarcane
Despite best intentions, the government’s involvement has only made things worse for the sector
BUSINESS
A booster shot for business and markets
A successful vaccination programme with quick nationwide coverage is what the economy needs
BUSINESS
Rated companies to see leverage profile improve in 2021
Moody’s expects lower debt and rising Ebitda to improve the profile of Indian companies rated by it
BUSINESS
Why the industrial capex machine is whirring to life
While companies seem to be turning back the lights on the capex front, it may not yet be an all-round revival
BUSINESS
Why JSW Steel is keen on closing its Bhushan Power & Steel acquisition
A changed industry scenario makes it easier for JSW Steel to absorb the weight of the acquisition
BUSINESS
FMCG: The small guys get their revenge
Contrary to what one would expect, small FMCG companies have done far better than the bigger ones during the pandemic
BUSINESS
A rising Chinese tide is lifting all steel boats
China’s voracious appetite for steel has lifted prices benefiting India's steel producers, but that could change when China dials back its stimulus
BUSINESS
Injecting hope into the global economy
BUSINESS
The long wait for retail investors to be a fly on the wall at a conference call
The Sebi committee recommendations on conference call disclosures don’t go far enough even now to eliminate information asymmetry
BUSINESS
Tata Steel Europe’s final gambit in play
Tata Steel’s decision to sell its profitable Netherlands business may leave it with a struggling UK steel business
BUSINESS
The post-vaccine outlook for metals
The boost to economic activity will certainly mean better demand for metals but the prospect of money taps closing will become a worry
BUSINESS
ITC: If smokers are not lighting up, valuations won't
While ITC’s FMCG business is on the path to growth, emerging from COVID's shadow, the demand for cigarettes is down
BUSINESS
Dabur: Horses for courses
Dabur is seeing a huge demand spurt for immunity-related products and it's trying to make the most of this opportunity
