BUSINESS
ITC: Why it may emerge as a surprise suitor in FMCG buyouts
The outlook for cigarettes has improved with rising mobility, particularly higher office occupancy rates. FY25 will see it normalise, raising the question of what next to drive growth
BUSINESS
Will FMCG stocks skid or steer through the oil price spike?
Brent crude is expected to touch $100 a barrel, posing a risk for the crucial home and personal care categories, but listed companies may have an ace up their sleeve
BUSINESS
Moneycontrol Pro Panorama | Which way will Jay walk?
In this edition of Moneycontrol Pro Panorama: Tata Steel UK the road ahead, Xi Jinping and his surreal rise, the effectiveness of microfinance, DMK’s Sanatan comment backfires, and more
BUSINESS
Tata Steel UK: A long, uncertain road lies ahead, despite funding support
The UK government’s grant was more than their earlier offer but less than what Tata Steel may have wanted. Even then, several pieces of the puzzle have to fall in place for the business to turn into a thriving one
BUSINESS
Why October could prove to be a turning point for Hindustan Unilever’s shares
Both HUL and Unilever have new CEOs at the helm and what a fresh pair of eyes brings to the strategy table should become clear post-September quarter results
BUSINESS
Moneycontrol Pro Panorama | G20 Summit: India’s moment
In this edition of Moneycontrol Pro Panorama: India to become next global AI hub, government funds look to solve grid storage issues, food inflation chills in August, G20 nations prepare for global challenges ahead, and more
BUSINESS
Vedanta Resources gets key reprieve with the return of Konkola Copper Mines
The Zambian asset’s return comes at a time when the company’s debt woes are affecting its credit ratings
BUSINESS
Moneycontrol Pro Panorama | Are Chinese imports a threat to Indian steelmakers?
In this edition of Moneycontrol Pro Panorama: BHEL could rise again like a phoenix, retail traders are making hay, PMI indicates strong GDP growth in Q2, kiranawalas regain their form, and more
BUSINESS
What explains JSW Steel’s attraction for Teck Resources’ steelmaking coal business?
Teck is the world’s second largest exporter of sea-borne hard coking coal and its quality makes it much sought after as the world seeks greener steel production
BUSINESS
Moneycontrol Pro Panorama | Desperate times call for desperate measures
In today's edition of Moneycontrol Pro Panorama: India needs to close its North-South divide, greater supply constraints could lead to policy risks, China’s South China Sea dominance in jeopardy, Madhya Pradesh gears up for centrally-backed campaign, and more
BUSINESS
Can Vedanta’s demerger proposal keep shareholders and promoters happy?
Separately listing operating businesses like aluminium and oil & gas could unlock value, but how the promoter benefits from any restructuring also needs to be evaluated
BUSINESS
Instead of banning sugar exports, revisiting cane pricing is a better fix
The government may ban sugar exports, a setback for sugar mills. The ethanol situation too has become clouded because of lower cane output and rising foodgrain prices
BUSINESS
Why are FMCG stocks wearing a dull look after their Q1 results?
The fall in raw material costs has brought smiles back to gross margins, but the runway for higher volume growth is not clearly visible
BUSINESS
Moneycontrol Pro Panorama | A case of the dragon blues
In today’s edition of Moneycontrol Pro Panorama: Din over Kashmir ahead of polls in Pakistan, India’s non-aero revenue soars, power sector plays major role in economic rise, US presses to rethink laptop import curb, and more
BUSINESS
ITC’s demerger numbers reveal why its shares fell
ITC has revealed the share swap ratio and the new company’s equity structure. Its shares are still ruling lower than their pre-demerger announcement levels. The numbers give an idea why
BUSINESS
Chart of the Day | Global edible oil prices flash a red signal for India
The FAO Food Price Index rose in July with a 12.1 percent increase in the edible oil index being the main reason, the first increase after seven consecutive months of decline
BUSINESS
Sugar mills in quandary after 2023-24 output decline forecast
India’s sugar output is expected to fall by 3.3 percent YoY in 2023-24, the second successive year of decline. It raises difficult questions for the industry and also the government
BUSINESS
Moneycontrol Pro Panorama | Even in a weakened state, China's overhang over metals to continue
In today’s edition of Moneycontrol Pro Panorama: India's drug regulation process needs overhaul, price hikes effect Dr Lal PathLabs’ performance, no push to the climate agenda at G20 summit, and more
BUSINESS
ITC's Hotels Demerger: Has the air cleared after the analyst call?
The why of the decision to retain a 40 percent share in the hotels business is clearer now, but that alone may not change how investors feel about it
BUSINESS
Can Colgate sustain the shine?
While a low base and relaunch of its flagship may partly explain good YoY growth rates, there’s reason to believe its performance is on the mend
BUSINESS
Asian Paints: Keeping its powder dry
The upcoming festival season will reveal if the company will turn the heat on volume growth or not
BUSINESS
ITC’s hotels demerger fulfils key investor demand, but comes with a twist
The demerger structure means ITC will continue to retain a substantial stake in the business
BUSINESS
Moneycontrol Pro Panorama: Ray of hope for rural economy?
In today’s edition of Moneycontrol Pro Panorama: Sri Lanka trying to please India & China, Fed's next move to set the market mood, Congress's waiting game, local currency swap can boost trade, and more
BUSINESS
Chart of the Day | Is India having its idli and eating it too?
Trade data reveals why government may have taken a drastic step of banning white rice exports
