BUSINESS
Indonesia’s palm oil export ban is negative for FMCG companies, unless it’s a negotiating tactic
Indonesia’s status as the largest exporter of palm oil means a ban will squeeze global supply, send prices up and pinch FMCG companies
BUSINESS
Moneycontrol Pro Panorama | Investors take a flight to safety
In today’s edition of Moneycontrol Pro Panorama: HCL Tech steps up but, way out of K-shaped recovery, Weekly Tactical Pick, and more
BUSINESS
India a bright spark in weakened steel demand situation
Among large steel producing countries, India stands out with demand projected to grow by 7.5 percent but producers still face a risk
BUSINESS
Moneycontrol Pro Panorama | Clouds gather on the Street
In today’s edition of Moneycontrol Pro Panorama: Infy logs out of Russia, HDFC Bank Q4, the Eastern Window, tech-tonic shift, and more
BUSINESS
Ruchi Soya acquiring Patanjali’s food business is investor-friendly, but how will it fund the buy?
Patanjali intends to transfer its foods business to Ruchi Soya, eliminating any potential conflict of interest. How the business is valued and the transaction is structured are critical to how beneficial it could be for investors
BUSINESS
Moneycontrol Pro Panorama | Equity investors keep the faith against all odds
In today’s edition of Moneycontrol Pro Panorama: KVB’s growing profile, IMF paper and free food, the plane truth, RBI survey does some hard talk and more
BUSINESS
Anti-profiteering blinkers may turn GST rate cuts into a nightmare
A GST rate rejig is on the cards to simplify the tax structure and improve revenue. However, lower tax rates for some product groups could see India Inc come under the anti-profiteering scanner
BUSINESS
Hindalco’s capex plans shift the investment narrative
Investors who had got accustomed to the investment cycle ending and returns soaring have now to contend with its proposed $8 billion investment to secure long term growth
BUSINESS
Moneycontrol Pro Panorama | HDFC’s merger with HDFC Bank is an idea whose time had come
In today’s edition of Moneycontrol Pro Panorama: A stock not to miss, RBI’s litmus test, life after K-shaped recovery, Sri Lanka on the brink, and more
BUSINESS
FMCG: Chasing growth in the time of high inflation
The next few years could be tough for FMCG companies due to high inflation and slowing demand. But times like these also present growth opportunities of a different kind
BUSINESS
Tata Consumer Products-Tata Coffee: Simpler but stronger decoction in the making
The company’s management expects earnings to improve by 5-10 percent as a result of the consolidation
BUSINESS
PVR-INOX: Is there a sequel in the making?
Two major challenges may explain why the two have come together, but having two promoter groups run the business could pose a challenge
BUSINESS
Moneycontrol Pro Panorama | Needed: a high level of probity from startups
In today’s edition of Moneycontrol Pro Panorama: A high-stake India visit, Weekly Tactical, COVID danger not gone yet, Personal Finance and more
BUSINESS
As steel prices in Europe spike, will Indian producers benefit?
Flat steel prices in Europe have crossed the $1400 a tonne mark due to the Russia-Ukraine war. If prices stay high for longer, steel companies should benefit but there are risks too
BUSINESS
Ruchi Soya: Making sense of its follow-on offer’s discounted price
Ruchi Soya’s FPO is being priced at a sharp discount to its last traded price, leading to its shares falling sharply
BUSINESS
Colgate-Palmolive India | Can a new CEO be the answer to its challenges?
Colgate has suffered from market share erosion and slowing volume growth in recent years due to growing competition in the oral care market
BUSINESS
Moneycontrol Pro Panorama: The shadow of COVID is not gone. Just yet
In today’s edition of Moneycontrol Pro Panorama: What LIC earnings say, HDFC Bank makes a fresh start, standing up to Visa, the Eastern Window, Chart of the Day and more
BUSINESS
FMCG food companies face an uphill task as input costs spike
Food companies were suffering from rising raw material costs and slowing demand, but the conflict has made it much worse
BUSINESS
Ukraine overhang | A rosy scenario for metal companies, but don't ignore risks
The near term supply tightness in the market is causing prices to spike but the longer term effects pose a risk that investors should not ignore
BUSINESS
Moneycontrol Pro Panorama | Rallying point for Ukraine, but market churn is on
In today’s edition of Moneycontrol Pro Panorama: India’s fiscal tightrope, NSE fiasco after-effect, Ukraine bouncer for MPC, the Eastern Window, commodities on fire, and more
BUSINESS
Moneycontrol Pro Weekender | The dangerous games leaders play
Expect more fireworks as Russia and the US refuse to budge over Ukraine; here's a primer for investors on how to play safe
BUSINESS
Change is coming for Hindustan Unilever, investors watch out
There’s nothing to suggest that HUL’s focus on delivering its usual sustainable profitable growth is about to change. What does seem certain is that global priorities will take precedence over its domestic ones
BUSINESS
Why a normal monsoon may not be enough to signal a revival in rural demand
A normal monsoon is predicted this year but the state of rural consumption despite a good crop year in FY22 signals it may not be enough to boost demand
BUSINESS
Moneycontrol Pro Panorama | When the State is a stakeholder, it’s complicated
In today’s edition of Moneycontrol Pro Panorama: Weekly Tactical, Immunity Tracker, China’s grip on green energy, Coal India’s dividend charm, and more
