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Ravi Ananthanarayanan

Executive Editor - MC Pro

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Moneycontrol Pro Panorama | When China sneezes, Asia risks catching a cold

BUSINESS

Moneycontrol Pro Panorama | When China sneezes, Asia risks catching a cold

In today’s edition of Moneycontrol Pro Panorama: RBI to note systemic weaknesses in banking sector, India's chance to charge up solar capacity, India must push for rupee adoption, demand for jewellery to remain strong, and more

Moneycontrol Pro Panorama | It’s a recession…it’s a slowdown…it’s a soft landing

BUSINESS

Moneycontrol Pro Panorama | It’s a recession…it’s a slowdown…it’s a soft landing

In today’s edition of Moneycontrol Pro Panorama: India’s chip-making drive hits a reboot, retail investors are whetting their appetite, new fintechs keep banks on their toes, online gaming needs more acceptance, and more

Patanjali Foods’ OFS will see promoters laugh all the way to the bank

BUSINESS

Patanjali Foods’ OFS will see promoters laugh all the way to the bank

 The offer for sale is to fulfil a legal requirement of a minimum public stake in Patanjali Foods. In doing so, the promoters stand to make a windfall 

India a bright spot in steel, but will it reflect in earnings?

BUSINESS

India a bright spot in steel, but will it reflect in earnings?

Global conditions point to a weak steel price scenario that could hurt profitability, notwithstanding lower raw material costs

How investors should view Vedanta’s semiconductor and display fab foray

BUSINESS

How investors should view Vedanta’s semiconductor and display fab foray

The government’s thrust on making semiconductors is driving these investments, but an unrelated diversification can strain the conglomerate’s financials. Rating agencies and investors will be watching closely

Are FMCG stocks at risk of running out of gross margin-fuelled steam?

BUSINESS

Are FMCG stocks at risk of running out of gross margin-fuelled steam?

The June quarter will see a sharp improvement in gross margins of FMCG companies but the market has priced it in. What can justify their rich valuations?

ESG’s Wild West gets a new sheriff

BUSINESS

ESG’s Wild West gets a new sheriff

SEBI will now regulate all ESG rating providers, whether Indian or foreign, if users of these ratings such as investors are based in India

Moneycontrol Pro Panorama | Markets hit the sweet spot

BUSINESS

Moneycontrol Pro Panorama | Markets hit the sweet spot

In today’s edition of Moneycontrol Pro Panorama: SCO meet to advance India’s political agenda, should investors sell equities, decoding Fed’s new financial conditions index, social media hijacking democracy, and more

FMCG: Kiranas mount a comeback in 2023 

BUSINESS

FMCG: Kiranas mount a comeback in 2023 

After a long period of declining volume sales, India’s kirana stores saw a revival in Q1 2023. Will this continue? 

Moneycontrol Pro Panorama | Geopolitical shadow on markets grows longer

BUSINESS

Moneycontrol Pro Panorama | Geopolitical shadow on markets grows longer

In today’s edition of Moneycontrol Pro Panorama: PM Modi struck two significant deals with US, a counter weather system to mitigate El Nino impact, can Patna become a launchpad for political change, US looks to decouple from China focuses on India, and more

Chart of the Day | China’s steel output slump casts shadow over industry

BUSINESS

Chart of the Day | China’s steel output slump casts shadow over industry

China’s output fell by 7.3 percent YoY in May, sending global steel output down by 5.1 percent

The risks for investors in sugar mills have risen

BUSINESS

The risks for investors in sugar mills have risen

The policy framework in place to support mills and keep farmers and consumers happy faces a tough test in the forthcoming season

Moneycontrol Pro Panorama | Can greed be checked?

BUSINESS

Moneycontrol Pro Panorama | Can greed be checked?

In today’s edition of Moneycontrol Pro Panorama: Investors worried as manufacturing sector slumps, Manipur burns as identity politics takes centrestage, India tilts towards US to counter China, big players eye Online Travel Agent space, and more

Nestle India faces El Nino challenge

BUSINESS

Nestle India faces El Nino challenge

Even before El Nino set in, prices of commodities such as cocoa, coffee, sugar and wheat have risen sharply in 2023

Moneycontrol Pro Panorama | Goldilocks is here, but will the bears return?

BUSINESS

Moneycontrol Pro Panorama | Goldilocks is here, but will the bears return?

In today’s edition of Moneycontrol Pro Panorama: India’s working capital cycle days improves, US backs Japan’s chip war against China, RBI optimistic about GDP growth, creative destruction by AI needs monitoring, and more

HUL: Why Rohit Jawa could face a problem of plenty in FY24

BUSINESS

HUL: Why Rohit Jawa could face a problem of plenty in FY24

HUL’s outgoing MD & CEO Sanjiv Mehta believes managing rising competition and inflation will be crucial for FMCG companies in the near future

Chart of the Day: India Inc’s working capital management at its best since FY10

BUSINESS

Chart of the Day: India Inc’s working capital management at its best since FY10

Interim results’ data shows that India’s net working capital cycle days has improved significantly, but there is some devil in the details

Moneycontrol Pro Panorama | Monetary policy in the middle overs

BUSINESS

Moneycontrol Pro Panorama | Monetary policy in the middle overs

In today’s edition of Moneycontrol Pro Panorama: MFs can play vital role in EV investment, US-China economic war a tragedy, inflation makes case for a rate pause, economic data from May shows improved PMI, and more

Chart of the Day: India Inc’s sales growth at inflation crossroads

BUSINESS

Chart of the Day: India Inc’s sales growth at inflation crossroads

Real sales growth is falling in recent quarters as falling inflation reveals the truth about volume growth

Moneycontrol Pro Panorama | Where’s the import threat?

BUSINESS

Moneycontrol Pro Panorama | Where’s the import threat?

In today’s edition of Panorama: Global food inflation brings good tidings, Musk joins chorus against US's China policy, India's recycling policy needs revamp, investments key driver of GDP growth, and more

Steel: Rising capex and softer prices not hurting credit outlook, yet

BUSINESS

Steel: Rising capex and softer prices not hurting credit outlook, yet

Rating agencies appear to be unperturbed by softening steel prices, as healthy balance sheets and rational capex support industry outlook

What’s behind Patanjali Foods’ ESOP gambit?

BUSINESS

What’s behind Patanjali Foods’ ESOP gambit?

As Patanjali Foods readies to make inroads in the competitive FMCG market it has armed itself with an important weapon

Moneycontrol Pro Panorama | Another challenge for capex revival

BUSINESS

Moneycontrol Pro Panorama | Another challenge for capex revival

In today’s edition of Moneycontrol Pro Panorama: China’s attempt to assert dominance won’t succeed, another military dictatorship on for Pakistan, investors must opt for shorter duration, cost factors make it hard for RBI to pivot, and more

Chart of the Day | India Inc’s debt indicators under strain?

BUSINESS

Chart of the Day | India Inc’s debt indicators under strain?

The IMF has flagged a deterioration of Asian economies’ interest cover ratios and India is among them. What listed company data shows on this front 

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