BUSINESS
Is higher support for consumption demand a given?
The NDA’s weak showing in the polls has made investors wonder if weakened household budgets were a reason and if that means a boost to consumption will be forthcoming
BUSINESS
Why monsoon may play a bigger role in the stock market this year
If predictions of an above-normal monsoon come true, then its contribution to GDP will also grow but the spillover effects can benefit stock market investors too
BUSINESS
What Novelis's IPO pricing means for Hindalco’s valuations
The IPO will lead to a cash inflow of Rs 6700-7800 crore that could go up if the issue is oversubscribed. The eventual IPO price and its post-listing trend could play a bigger role in valuations
BUSINESS
Moneycontrol Pro Panorama | Why price matters more than size
In this edition of Moneycontrol Pro Panorama: Small cap schemes register big gains, gas-based power plants look promising, regulators need to be more consumer friendly, India gives it back amid spats with several nations, and more
BUSINESS
Is there a tide that can lift all FMCG boats?
A sharp jump in FMCG shares raises the prospect of a sector re-rating on the anvil. While there may be some truth to that, it’s not a sure thing
BUSINESS
Dabur’s rural thrust pays off
The FMCG company’s sales growth in rural markets trending ahead of urban markets is in contrast to the rural slowdown story playing out in the sector
BUSINESS
HUL’s going where the growth is, so are investors
HUL’s calibrated approach to achieving volume sales growth with an eye on maintaining profitability points to a long wait ahead for higher sales and earnings growth
BUSINESS
Regulatory risk in sight for FMCG companies
The Patanjali Ayurved case saw the Supreme Court bring FMCG companies into the picture on misleading claims made in advertisements
BUSINESS
What’s driving the rally in metals?
The question investors should ask is whether the rally is because the world economy on a higher growth path or whether it is a flight to safety from emerging risks
BUSINESS
Branded edible oil companies’ outlook turns warm
Palm oil prices are up 20 percent over end-2023 and other edible oils too are showing signs of firming up, potentially turning the tide in favour of the organised players
BUSINESS
FMCG companies dig deep within to regain growth
The market outlook remains dullish, show early trading updates, but companies are not letting that stop them from investing behind brands, advertising & promotions and distribution
BUSINESS
Investor message to FMCG companies in FY25: Get off your backside
While premium and discretionary categories are doing well, staples are in the doghouse. Listed companies are blaming it on unfavourable macros, but the Street is getting tired of these excuses
BUSINESS
Moneycontrol Pro Panorama | What the new fiscal year brings, some old, some new
In this edition of Moneycontrol Pro Panorama: Zomato’s ‘green’ gaffe and lessons learnt, China turns on the charm for foreign investors, CAA -- an election weapon for BJP, Kejriwal’s arrest may dent AAP's poll chances, and more
BUSINESS
What Unilever’s latest restructuring means for HUL investors
Hindustan Unilever’s investors are unlikely to bemoan parting ways with its ice cream business. But they should pay more intention to parent company Unilever’s launch of a productivity plan
BUSINESS
Moneycontrol Pro Panorama | Does the wisdom of crowds hold true in the IPO market?
In this edition of Moneycontrol Pro Panorama: India slows China's roll in Indian Ocean, mutual funds and their rising popularity, Asia's capex cycle gears for an upshift, how to manage effective governance of AI, and more
BUSINESS
Moneycontrol Pro Panorama | Private goods or public, where to draw the line?
In this edition of Moneycontrol Pro Panorama: Japan looks to revive ties with China, small cap stocks and lurking signs of danger, MSeva -- a missed opportunity maybe, banks face credit growth challenge, and more
BUSINESS
Chart of the Day | The danger inbuilt in small cap stocks
Data on the financial health of stocks show that smaller stocks are indeed doing well on some aspects, but there are enough red flags that should give investors pause for thought
BUSINESS
Surprise slump in iron ore prices poses risk for India’s steel producers
China’s property sector needs a more robust stimulus, barring which a shadow over iron ore prices may continue as steel-makers will taper output
BUSINESS
Moneycontrol Pro Panorama | Is the rural consumption slowdown a mirage?
In this edition of Moneycontrol Pro Panorama: Learnings for India on how to set up semiconductor facilities, Putin to get re-elected as western sanctions fail, startup ecosystem needs a regulatory overhaul, time new CPI data is released, and more
BUSINESS
Why the Novelis IPO news did little to lift investor sentiment for Hindalco
There are several questions about the public offer to which answers are not forthcoming as of now
BUSINESS
When will FMCG companies turn investor favourites again?
Eight-year financial data gives an idea of what may lead to FMCG firms’ profits returning to healthier growth levels
BUSINESS
Moneycontrol Pro Panorama | When lowly earnings get a seat at the high table
In today's edition of Moneycontrol Pro Panorama: PM Modi reaches out to the Muslim world, Russian economy braves Western sanctions, markets ready for a high but investors must be cautious, US and China vie for Bangladesh's attention putting India on backfoot, and more
BUSINESS
Moneycontrol Pro Panorama | Is rural FMCG demand on the cusp of a revival?
In today's Moneycontrol Pro Panorama: Market weakness likely to persist, sugar mills exhibit signs of being stuck, Pakistani voters spoil military’s game plan, should you invest in products of daily use, and more
BUSINESS
Chart of the Day | Sugar mills find themselves in a sticky spot
Global sugar prices have swung in tune with a change in the industry’s outlook. Domestic mills face a tough time as higher than expected output is likely at a time of lower prices
