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
Moneycontrol Pro Panorama | Managing volatility turns complex for FMCG CFOs
In today's edition of Moneycontrol Pro Panorama: Why LIC has a point of worry, how to set your stock portfolio right, decoding IIP numbers and much more
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 Weekender: Will the inflation ducks finally line up in a row?
Matching inflation-watchers’ passion in the market are recession-watchers. But their wait is getting longer
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
