BUSINESS
HUL gets a new chief, will it be a transformational move?
While there are no pressing problems at HUL that a new chief executive needs to solve, here are some areas that merit attention
BUSINESS
Amid hazy outlook for iron ore, there’s a silver lining
The macro outlook for iron ore contrasts with the factors supporting the current price uptrend
BUSINESS
Moneycontrol Pro Panorama | China's modest growth target a red flag for commodities
In today’s edition of Moneycontrol Pro Panorama: More credibility to EC, China’s ‘Two Sessions’ in Parliament, a consumption-led growth strategy, Arshad Warsi and family beneficiaries or victims, and more
BUSINESS
China’s growth optimism key to industrial metals’ outlook in 2023
China’s PMI data reflect benefits of zero-COVID ending. New policy initiatives and growth targets set at the ‘Two Sessions’ programme should provide more clarity on what lies ahead
BUSINESS
FMCG retail sales show signs of demand destruction in December quarter
The macro slowdown in consumption is supported by retail FMCG data. But modern trade is doing well, foods are beating non-foods and more interesting trends inside
BUSINESS
Moneycontrol Pro Panorama | Consumption is catching a chill
In today’s edition of Moneycontrol Pro Panorama: India's demographic dividend is slipping, bank mergers are good for both parties, what global UPI means for Indian businesses, Sebi's proposals on shareholders' agreements, and more
BUSINESS
If sugar output misses estimates, then ethanol’s rude health may invite attention
Poor yield conditions in the largest sugar-producing state Maharashtra may lead to India’s sugar output undershooting estimates. Adjust for ethanol diversion and the situation looks very different
BUSINESS
HZL-Vedanta: Government’s opposition to the zinc deal has a surprising escape clause
HZL’s proposed acquisition of Vedanta’s international assets cannot proceed without the government’s approval. But the opposition seems more to the mode than the deal
BUSINESS
Moneycontrol Pro Panorama | Adverse times may see FMCG companies focus on core strengths
In today’s edition of Moneycontrol Pro Panorama: Supply chain disruption main cause of inflation, Pakistan's bankruptcy weakens China ties, India's decoupling with global slowdown, El Niño phenomenon to hit India, and more
BUSINESS
Moneycontrol Pro Panorama | Slow moving consumer goods
In today’s edition of Moneycontrol Pro Panorama: Air India's staggering comeback, time to invest for maximum returns, El Niño's impact on Indian monsoon, Indian assets attract foreign investors, and more
BUSINESS
Nestle India caught between inflation and a hard place
Higher product prices have hurt volume growth, underscoring the challenge even urban-focused companies face in managing the sales growth-margin tradeoff
BUSINESS
Companies are paying less tax, then why is the government happy?
Lower income tax rates have certainly benefited companies but lower incentives mean the government has not exactly got the raw end of the deal
BUSINESS
Budget 2023: Larger companies make the most of new corporate tax regime
Companies have taken advantage of the new tax regime, lowering their effective tax rate
BUSINESS
Budget 2023: Giving a nudge to middle class consumption
While rural consumers got no direct boost, by making the new tax regime more attractive the resulting savings could boost consumption
BUSINESS
Economic Survey 2023: Give consumption a strong push to drive GDP growth
The Survey points to domestic consumption as one of the key pillars supporting growth in the near future, as exports are expected to moderate
BUSINESS
Moneycontrol Pro Panorama | Getting the consumption engine to hum again
In today’s edition of Moneycontrol Pro Panorama: China’s aggression poses tactical challenge, fintech sector's expectations from budget, startups are just like any other business, investors need not panic, and more
BUSINESS
Colgate’s results show no signs of growth recovering
The new MD’s efforts to revitalise performance is taking time, although on the brighter side gross margins have improved and advertising expenditure has risen
BUSINESS
MC Explains: Why has HUL’s 80 bps royalty hike proposal upset shareholders?
The dent to earnings from HUL's proposed hike in royalty payable to Unilever is one aspect, but investors are unable to see the rationale for the hike. What are their main concerns and what's the way forward?
BUSINESS
Moneycontrol Pro Panorama | UK's carbon border tax proposal poses risk for global steel industry
In today’s edition of Moneycontrol Pro Panorama: India’s productivity rises but employment suffers, Australia effectively regulates Big Tech, Eurozone avoids recession but problems persist, and more
BUSINESS
Hindustan Unilever: Higher royalty a bugbear, but investors are a pragmatic lot
HUL’s royalty hike will upset shareholders. But if it delivers on sales and earnings growth, then it will soften the blow
BUSINESS
What could brighten the outlook for FMCG stocks
Two major headwinds that have been holding back the sector could both see signs of an improvement
BUSINESS
Moneycontrol Pro Panorama | DMart: Come for the staples, stay for the impulse
In today’s edition of Moneycontrol Pro Panorama: China's technology push for survival, conflict course in coal import, RBI focus on inflation can choke growth, the government vs governor face off, and more
BUSINESS
Moneycontrol Pro Panorama | Good macro numbers but local markets are not celebrating
In today’s edition of Moneycontrol Pro Panorama: Joshimath example of businesses ignoring ecology, energy sector is huge business opportunity, corporate laws need strengthening, invest through market volatility, and more
BUSINESS
India’s steel demand is a bright spark, but global trends dominate outlook
Steel companies are reporting an uptrend in sales as domestic demand is on the rise. But they need steel prices, which are down due to global factors, to perk up
