ECONOMY
IBC: Ring fencing the corporate debtor from all defects
Protecting a company from the actions of its promoters will help the acquirer in an insolvency process. But it could create a moral hazard
BUSINESS
E-commerce and FMCG: Friend or foe | Corporate Corridor
FMCG sales online are a small part of the overall retail mix but its pace of growth makes it a channel investors should keep a close watch on
BUSINESS
RBI is right to worry; global food prices up 9.5% | Inflation watch
The FAO price index spiked in November, a sign that it’s not just India but the world that’s seeing food prices increase
BUSINESS
A pick-up in steel prices may be a short lived reprieve | Corporate Corridor
Domestic steel prices are rising following in China’s footsteps. But there are many pieces of this puzzle that have to fall in place for it to sustain.
BUSINESS
Automobile sales | the short and long view
There are just four months left for BS-IV vehicles to sell. Companies are juggling difficult choices as the transition to BS-VI nears.
BUSINESS
The government bowls a googly in the corporate tax cut bill | Policy Track
The government has excluded some industries from the 15percent tax bracket for new manufacturing companies. Then, it went a step further and made it worse.
BUSINESS
FMCG companies may lose the lather in soap margins | Corporate Corridor
Falling palm oil prices afforded FMCG companies the luxury of driving soap sales through discounts. That may not last for long
BUSINESS
Why Tata Steel’s investors have low hopes from its European diet plan | Corporate Corridor
Tata Steel is trying once again to put its European business back on the rails
BUSINESS
Supreme Court's Essar Steel order puts banks back on top in IBC
The NCLAT’s order had upset the premier position of financial creditors in the resolution process. The SC has restored their position
BUSINESS
Why ArcelorMittal should take its IBC prize Essar Steel public | Corporate Corridor
Essar Steel is a feather in ArcelorMittal’s cap but it has its task cut out and its balance sheet will feel the strain of the acquisition
BUSINESS
What can China’s Jingye do for British Steel that Tata Steel could not? | Corporate Corridor
Jingye has a tough task of reviving British Steel given its many problems but it may have a bigger target in sight
BUSINESS
Auto Scrap Policy | Success depends on its design and incentives for owners
While the government has issued a steel scrap policy and is readying an auto scrappage policy, it needs to work on a package of incentives to make it work
BUSINESS
Real estate AIF: the government’s intentions are good but the sector’s problems are tricky
The government has rolled up its sleeves and decided fund a revival scheme for the real estate sector
BUSINESS
The big themes investors need to watch in Samvat 2076 | Markets
These are the themes investors should watch for in the new year ahead, to know whether markets will fare better or not in Samvat 2076
BUSINESS
FMCG slowdown: Is the worst over? | Corporate Corridor
Nielsen’s data points to several clues about the FMCG slowdown that investors should take note of
BUSINESS
Global steel demand is a two-speed highway, with China hogging the fast lane
The latest World Steel Association forecast show global steel demand is slowing in 2019 but China seems to be living on a different planet
BUSINESS
Lower taxes are showing up in higher earnings but that’s just the tip of the iceberg
The lower corporate tax cut is not just about savings, but may change how companies do business and raise a governance red flag as well
BUSINESS
The HUL puzzle: if rural growth is in the dumps, why are earnings shining?
HUL’s rural growth slipped to half of urban levels but its financials don’t seem any worse for that
BUSINESS
Consumption tracker | What early company updates say about what to expect in Q2
Early company updates show that the consumer economy remains under stress but there’s a way out of slow growth
BUSINESS
Corporate Corridor | Patanjali’s financials are on the mend, risk-on for listed FMCG companies?
Patanjali’s fall from growth was as swift as its rise. Away from limelight, it appears to be resurrecting itself
BUSINESS
Markets | What the festival season can tell investors about prospects for consumer stocks
The next few months should provide clues on whether the consumption engine is staging a revival or not
BUSINESS
Auto slowdown | Retail and wholesale auto sales growth trends show divergence, what that means for investors
Registrations data show a trend that differs from the dismal data that company sales data is showing. And, September may have a surprise up its sleeve
BUSINESS
Investors in industrial stocks to note: the 15percent tax may well be a moment of reckoning
Encouraging new manufacturing with low taxes is good for the investment cycle but what it might do to existing companies
BUSINESS
Policy Track | Fine print on the corporate tax cuts
The ordinance throws more light on the tax cuts, the exemptions that go and what stays
