BUSINESS
FMCG stocks are expensive, why they may remain so
The consumption play is getting stronger as it becomes evident as the lights dim on the investment stage. What this means for the already expensive FMCG stocks
BUSINESS
NMDC: A premium shock
The government's move to allow a premium on renewal of mines by state-owned companies has shocked investors
BUSINESS
China ploughs a lone furrow in steel
China’s steel output continues to outperform other countries. While other steel producers may benefit in the near term, the long term may play out differently.
BUSINESS
ITC: the risks from COVID-19 to its cigarettes business
In the initial stages of COVID-19 cigarette sales got whacked which was not surprising but what if the effects are visible in the longer run as well
BUSINESS
Sebi trains gun on IBC loopholes
Sebi’s proposals seek to prevent a repeat of the embarrassing spike in Ruchi Soya’s share price, improve post-resolution disclosures and includes a sop for acquirers
BUSINESS
Vedanta’s copper restart prospects hit a bump
Investors may be fixing their attention on the delisting process which may explain their bland reaction to an unfavourable court decision
BUSINESS
Tata Steel Europe may have got a much-needed push
The UK government’s denial of a bailout package to Tata Steel UK may hasten a restructuring of the European business
BUSINESS
Iron ore prices on fire but steel companies may be cool with it
Iron ore prices seem unstoppable having crossed $120/tonne driven by China’s appetite for steel. What that means for India’s steel companies and for one mining company.
BUSINESS
Sugar stocks should benefit from a higher MSP but one risk hovers on the horizon
Sugar stocks are in focus as earnings are shining and the government is considering a hike in MSP. All seems well except for one risk.
BUSINESS
Should investors worry about the FMCG sector’s low growth forecast?
Nielsen has forecast low growth or even a decline for the FMCG sector in 2020. But its data reveals some trends that could comfort investors
BUSINESS
Chart of the Day: Why China’s peers may not mind its steely embrace
The world is going in one direction as far as steel is concerned, down. Somebody forgot to give China that memo
BUSINESS
A $765-million shot across Indian pharma’s bows
India wants its pharmaceutical supply chain to become more self-sufficient but the US has a similar goal. What this could mean for Indian pharma.
BUSINESS
Hindustan Unilever’s results show light at the end of the COVID tunnel
HUL’s results show that COVID is affecting its business, but it’s not as bad as it could have been. What that means for the FMCG sector
BUSINESS
FMCG sales near a turning point in June
Nielsen’s data for June shows growth recovering after a slump in May but the big surprise was a quicker than expected revival in the buying of discretionary consumption products
BUSINESS
While steel output drops sharply, investors keep their eyes on the road ahead
The effects of the pandemic have led to a sharp decline in steel output in the June quarter but investors are hoping the worst is over
BUSINESS
Dip in tea output poses a dilemma for marketers
North India's tea plantations have seen output decline, sending prices up
BUSINESS
The twin challenges facing HUL in 2020
Two of Unilever’s decisions are posing an existential question of sorts for HUL’s product categories. How it tackles them is crucial to the long-term outcomes for the company
BUSINESS
Sugar mills are in for a good fiscal but for one risk
A healthy growth in sugar output is forecast in 2020-21, assuring mills a good fiscal year as long as the industry’s support system stays intact
BUSINESS
COVID-19: Spike in cases at factories a risk for industrial India
Industrial activity is gradually picking up but fresh outbreaks of COVID at some large units flags a new risk
BUSINESS
Chart of the Day: The curious case of retail fuel prices
Data since FY14 shows the yawning gap between crude oil price movements and retail fuel prices
BUSINESS
J&J takes a stand on fairness creams, will others have to follow suit?
BUSINESS
Dr Copper does not share gloomy economic outlook
Copper prices have crossed their end-February lows in a marked contrast to the dim outlook for economic growth
BUSINESS
Godrej Consumer: Why investors are sulking at the management reshuffle
Godrej Consumer will have an owner-manager at the helm after a long hiatus
BUSINESS
Tata Steel’s European business needs more than restructuring
While restructuring can do some good a more lasting solution would be something along the lines of the aborted ThyssenKrupp transaction
