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
BUSINESS
Moneycontrol Pro Panorama | Rural demand recovery eludes FMCG companies
In today’s edition of Moneycontrol Pro Panorama: The manufacturing sector is in trouble, India’s equity markets could do well in 2023, can India restore G20 to its old glory, its India vs China for green hydrogen transition, and more
BUSINESS
Mamaearth vs FMCG biggies: A financial face-off
Direct to consumer companies are viewed as a growing threat to listed FMCG companies. Honasa's numbers show how their business models are starkly different
BUSINESS
Macros have the knives out for Dr Copper in 2023
If the global economy is headed into a recession or a deep slowdown, then copper’s outlook will dull. But a corner of the copper market is still wearing a smile
BUSINESS
Moneycontrol Pro Panorama | Mantra for 2023: pragmatism
In today’s edition of Moneycontrol Pro Panorama: Chinese economy fires up stocks, markets headed for consolidation, regulatory check for capital market, India falls short of power goals, and more
BUSINESS
Moneycontrol Pro Weekender: The best of times, the worst of times
While 2022 may have been a volatile year, investors will be wondering if 2023 will also play out in similar fashion. A better idea for investors is to take forecasts with a bucket of salt, look at the macro data emerging from key economies and watch for what central banks do
BUSINESS
Moneycontrol Pro Panorama | Managing risk is crucial in investing
In today’s edition of Moneycontrol Pro Panorama: India ready to fight global recession, startup reforms need fine tuning, rejig laggard stocks for better returns, what investors must do in 2023, and more
BUSINESS
Inflation still key to unlocking FMCG outlook
The tapering of inflation gives hope that lower-income consumers may return to the consumption fold in 2023, putting life back into demand growth
BUSINESS
Moneycontrol Pro Weekender: Not a one-way Street
Markets are sending out weak signals even as central banks get their act together to beat inflation. The other risk lurking is China's rising COVID cases that investors must guard against
BUSINESS
Are ITC’s shares catching a budget chill?
Budget time brings fears among investors about an increase in tax on tobacco. Other proposed policy moves too may be worrying them
BUSINESS
SEBI goes all tender on buybacks
Open market buybacks reach end of road and tender buybacks are being made more efficient, but companies may miss having the flexibility to decide
BUSINESS
Moneycontrol Pro Panorama | The interest rate jigsaw: a high-stakes game
In today’s edition of Moneycontrol Pro Panorama: Indian economy hitting the right notes, what is China's game plan, tide turning in favour of fixed income market, India needs simpler capital gains tax regime, and more
BUSINESS
Moneycontrol Pro Weekender | Powell wins this round in stare-down with markets
Investors are taking flight as the US Fed is standing its ground on inflation
BUSINESS
Colgate’s share price tumble post-analyst meet seems overdone
There were no big bang announcements by the new chief executive Prabha Narasimhan, but it’s not going to be business as usual either at the oral care company
BUSINESS
Moneycontrol Pro Panorama | To decouple or not to decouple, that is the question
In today’s edition of Moneycontrol Pro Panorama: US inches closer to China in high-tech space, investors losing interest in equities, reintroducing old pension scheme a retrograde step, private sector chief for LIC not a good idea, and more
BUSINESS
Moneycontrol Pro Panorama | Propping up valuations through buybacks no substitute for good performance
In today’s edition of Moneycontrol Pro Panorama: Economic churn brings new sectors to forefront, gig jobs replace permanent employment, banks should tap branch network for deposit growth, advance booking is key to any travel plan, and more
BUSINESS
Moneycontrol Pro Panorama | What will it take to revive animal spirits?
In today’s edition of Moneycontrol Pro Panorama: India to quality check its imported goods, collegium issue a bone of contention, fissures in US-EU unity, India needs specific agenda for Global South at G20, and more
BUSINESS
Moneycontrol Pro Panorama | Is a geopolitical thaw in the making? Markets are not holding their breath
In today’s edition of Moneycontrol Pro Panorama: China unrest is bad news for Xi Jinping, Jet Airways' future looks cloudy, fuel prices and politics do not mix, all that glitters is gold, and more
BUSINESS
Will China unrest damage commodity outlook?
Protests against further lockdowns in China due to rising COVID cases could see a harsh clampdown, which could hurt economic activity. Here are the scenarios that could play out
BUSINESS
Moneycontrol Pro Panorama | Indian stocks sitting pretty, but Asia feels the China chill
In today’s edition of Moneycontrol Pro Panorama: It's advantage India amid China-Australia trade faceoff, small insurers accorded space to grow, shift in energy balance has to be fair, migrant footballers add spark to FIFA World Cup, and more
BUSINESS
Moneycontrol Pro Weekender | The man who walked on water
Once Bisleri sale goes through, will founder Ramesh Chauhan pull another rabbit out of his hat? The guessing game is on
BUSINESS
Steel export duty rollback: Too little, too late?
With steel prices having crashed, it may seem like there’s little to benefit from the removal of export duty. In some scenarios, companies could still benefit
BUSINESS
Moneycontrol Pro Panorama | Angels are rushing to the exit, what should 'fools' do?
In today’s edition of Moneycontrol Pro Panorama: G20 may be going off mandate, Sebi's proposal for buybacks, Indian IT firms rank low in value chain, what inflation trend means for markets, and more
BUSINESS
Buybacks to get a leg-up from Sebi proposals
A Sebi sub-group has proposed several measures that can lead to a more liberal regime for buybacks, especially under the popular tender route
