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
BUSINESS
HUL’s results indicate ITC may remain the investor favourite for now
Its guidance for a gradual recovery in performance may disappoint investors awaiting a quicker recovery on the back of falling raw material costs
BUSINESS
Sheela Foam: Will Kurlon and Furlenco make good bedfellows?
Digesting two big acquisitions at the same time is no easy task, although success will bring rich rewards
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
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
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
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
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
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?
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
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
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?
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
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
