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
BUSINESS
Game changer | Impact of the tax cuts on investors, sectors and the economy
The tax changes are a fundamental reset in India’s corporate history
BUSINESS
Corporate corridor | The policy risk for cigarette stocks just went up a notch
Investors in cigarette stocks are celebrating the ban on e-cigarettes but they may be jumping the gun
COMPANIES
Sector view | China’s shadow on the metals sector keeps getting longer
The sharp slowdown in China’s industrial sector in May keeps the risk on for metal producers
BUSINESS
Corporate corridor | The Ruchi Soya LBO could be Patanjali’s make or break moment
Patanjali’s Ruchi Soya acquisition gives it size but also sizeable debt. The financial structure and integration are crucial to make it work
BUSINESS
Corporate Corridor | JSW Steel to acquire Bhushan Power but the celebrations seem muted
The NCLT has approved JSW Steel’s bid to acquire Bhushan Power at a time when the steel industry is passing through a difficult phase
BUSINESS
Sector vector | The going has got tough for India’s steel producers
India’s steel companies find themselves engulfed in uncertainty due to domestic and international factors
BUSINESS
Chart of the day: Maruti Suzuki’s August downbeat sales have a spring in them
Maruti Suzuki's August sales show a sharp decline over a year ago but its sequential data contains a glimmer of hope
BUSINESS
Sector matters | Mills to benefit from sugar subsidy but keep an eye on the skies
The government's move to subsidize sugar exports may help tide over the immediate problem but does not tackle the underlying systemic problem
