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
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
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
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
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
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
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
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
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
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
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
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
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
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
BUSINESS
Moneycontrol Pro Panorama | Rural gets a second wind
In today’s edition of Moneycontrol Pro Panorama: Can PM Modi help clinch deal with Australia, steel output is losing its glint, sooner AFSPA in Assam is lifted the better, more unbearably hot conditions likely ahead, and more
BUSINESS
Aircraft Lessors Vs Go Airlines: Implications of the NCLAT order
NCLAT upheld Go Airlines' admission to the insolvency process but on other crucial questions raised by aircraft lessors the NCLT will first decide
BUSINESS
Moneycontrol Pro Panorama | When economics collides with geopolitics
In today’s edition of Moneycontrol Pro Panorama: SEBI seeks new law reversing the onus of proof, cracks appear at opposition's plan at unity, fate of apparel makers hangs in the balance, Rs 2000 notes will die unsung, and more
