BUSINESS
The value from Patanjali Foods’ acquisition of promoter business lies in the future
While Patanjali Foods will turn into a more complete FMCG company post-acquisition, the transaction structure involving a royalty and slower market growth implies the gains will not be instant
BUSINESS
Moneycontrol Pro Panorama | China’s shadow on global manufacturing refuses to shorten
In today’s edition of Pro Panorama: New Budget’s priorities, China hand in inflation, rains playing a cat and mouse game, road ahead for Indian bonds, and more
BUSINESS
Dilution of voluntary delisting norms a blow to minority shareholders
Minority shareholders will be disappointed with SEBI’s move to dilute the current voluntary delisting norms
BUSINESS
What stopped the copper rally in its tracks?
Copper prices crossed $10000 a tonnes in May and it looked like nothing could stop it. But as June draws to a close, prices are sharply off their peak levels
BUSINESS
Chart of the Day: India’s steel output slows down even as consumption stays strong
May was the second successive month in which India’s crude steel output grew by less than 4 percent, sharply lower from its trend in earlier months
BUSINESS
Signals from MSP hikes for the FY25 Kharif season
It comes in the backdrop of a slow start to the monsoon, with all eyes on whether farm output will give a boost to rural income in the current fiscal
BUSINESS
Is private sector capex turning a corner?
Capital work-in-progress data show manufacturing sector investments stepping up. For overall capex to grow, more sectors need to join the chorus
BUSINESS
The policy risk for sugar mills has abated, but it's not yet favourable
Reports of the minimum sugar price for sugar being increased and hopes that the government will ease its stance on ethanol diversion and exports are raising investor expectations
BUSINESS
Tata Steel’s European operations to wave green flag
Government support for Tata Steel’s European decarbonisation plans is welcome news, but whether price-led competition will pose a headache is the key question
BUSINESS
Chart of the Day | Global food inflation continues upward march
A sharp uptrend in dairy prices and a mixed trend in edible oils and cereals took the food price index back to a level last seen in November 2023
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
