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
BUSINESS
Falling raw sugar prices a red flag for sugar mills
A stable domestic market situation and continuing government support for ethanol are supporting factors
BUSINESS
FMCG stocks are stuck between inflation and a hard place
The FMCG sector appears to have lost its defensive edge, even if temporarily. It is usually adept at managing rising inflation or dips in consumption demand. But facing both together is posing a tough challenge
BUSINESS
Moneycontrol Pro Panorama | As markets dither, a mega IPO waits in the wings
In today’s edition of Moneycontrol Pro Panorama: Rate hike dynamics, the Weekly Tactical, Zomato’s growing hunger, Herd Immunity Tracker, Personal Finance and more
BUSINESS
Chart of the Day | Aluminium prices soar as rising demand meets tightening supply
A number of factors are conspiring to push aluminium prices up to a 13-year high
BUSINESS
What investors should make of Vedanta's puzzling U-turn on restructuring
After announcing a demerger of three operating businesses, Vedanta has decided to stick with status quo. What lies in store for shareholders?
BUSINESS
Steel companies’ capex appetite could pose a risk for investors
A flood of investment intentions to make in India may be reviving the capex itch among incumbents, posing a risk to their recently turned healthier balance sheets
BUSINESS
Are ITC’s shares finally out of the woods?
The question arises as a pause on tax hikes and a visible improvement in cigarette volumes are seen as reasons for investors to overcome their jitters
BUSINESS
India Inc’s effective tax rate drops to a low of 22.5 percent
Larger companies have flocked to the new lower corporate tax regime, lowering their liability
BUSINESS
Budget 2022 gives domestic manufacturing a leg-up
The government’s support for industry aims to solve several problems in one shot but much depends on companies’ risk appetite and demand assessment
BUSINESS
Moneycontrol Pro Panorama | Sizzling oil adds to India’s policy headache
In today’s edition of Moneycontrol Pro Panorama: HCL Tech leaves its mark, market trajectory on Budget day, how to make the Budget a hit, Herd Immunity Tracker, Personal Finance and more
BUSINESS
China’s higher steel output is supporting iron ore prices, but there’s a risk for India
After slowing down for several months, China’s steel output in December shot up by 24 percent over November
BUSINESS
Moneycontrol Pro Panorama | Dizzy valuations of startups face a litmus test
In today’s edition of Moneycontrol Pro Panorama: Mphasis sitting pretty, Yes Bank on the mend, ICICI Bank’s pitch for rerating, Budget Chart of the Day, the Eastern Window and more
BUSINESS
Is Hindustan Unilever making a mistake by flexing its pricing power?
HUL’s margins are benefiting as it has hiked prices to pass on higher costs. If inflation picks up further, this strategy could hit volume growth further and tempt competitors to grab share
BUSINESS
Unilever | Could the hunter become the hunted?
Unilever has attempted to justify its interest in acquiring GSK’s consumer healthcare business, but investors remain unhappy. Could this tip Unilever play into the M&A ring?
BUSINESS
Moneycontrol Pro Panorama | China’s growth engine showing signs of fatigue
In today’s edition of Moneycontrol Pro Panorama: HDFC Bank makes a point, HCL Tech has the mojo, HUL’s trial by fire, the Eastern Window, and more
BUSINESS
Hindustan Unilever: Parent’s ambition could take it into uncharted waters
HUL does not face the growth problems that Unilever faces in developed markets. But Unilever’s growing appetite for a consumer health business may pull HUL along with it
BUSINESS
Moneycontrol Pro Panorama | Tech stocks feel the squeeze. Time to rewire?
In today’s edition of Moneycontrol Pro Panorama: A steady stock bet, Weekly Tactical, Hikal’s green worry, Budget Chart of the Day, Herd Immunity Tracker, Personal Finance and more
BUSINESS
Aluminium prices rise on supply tailwinds, a boost for domestic producers
Soaring energy prices are compelling smelters in Europe to curtail output. Indonesia’s bid to limit coal exports is another risk for output
BUSINESS
Moneycontrol Pro Panorama | Stock markets look beyond near-term worries
In today’s edition: GDP estimates. India's fiscal health, DMart, IT Q3 earnings, Equitas, Anand Rathi, supply chain outlook and more
BUSINESS
FMCG investors beware, a key sector moat is under threat
The fight among new and old distributors may seem like one external to companies, but its ramifications can go deep
BUSINESS
Moneycontrol Pro Panorama | Investors look at the brighter side
In today’s edition of Moneycontrol Pro Panorama: Mapping the PMI curve, truck rentals in fast lane, NTPC in a power drive, how yields will behave, and more
BUSINESS
The FMCG sector’s defensive shield has a weak spot
In a market downturn, the sector’s hedge against volatility is sought after. But Indian companies are faced with unprecedented inflation and slowing demand, a fundamental problem that will worry investors
