BUSINESS
Can a new CEO turn around HUL’s underperformance?
Rohit Jawa is stepping down as HUL’s MD & CEO and Priya Nair will be taking over charge from August 1. What her mandate is as the new chief will determine her tenure’s impact on the company’s performance
BUSINESS
Dr Copper faces a tough tariff challenge
The steep 50% tariff, similar to that levied on steel and aluminium, could be a bargaining chip for Trump or a move to localise production. Which one it is will determine how the industry shapes up in the coming years
BUSINESS
Urban FMCG demand is healing, but for earnings it’s still a glass half full
Rural demand has company. Three large FMCG companies have reported a sequential uptick in demand with two of them calling out a revival in urban demand
BUSINESS
Data Story | Coffee prices fall 25 percent from peak, bringing relief to marketers
Companies such as Nestle India, HUL and Tata Consumer will get relief from soaring coffee prices in their branded business
BUSINESS
Why Akzo Nobel India’s minority shareholders may have got a profitable exit
JSW Paints’ acquisition of the Dulux-maker has been designed as a win-win for all including shareholders, but much depends on what happens next
BUSINESS
Data Story: As China’s steel output dips in May, are Indian producers in a sweet spot?
China’s steel output has fallen sharply in May while India’s safeguard duty has helped crimp imports
BUSINESS
Moneycontrol Pro Panorama | Mr Market can read Trump very well
Moneycontrol Pro Panorama June 24 edition: India’s trade surplus with the US could likely to get trimmed, geopolitical chaos puts RBI’s rate cut plan in limbo, ease in priority sector reduces stress of small finance banks, and more
BUSINESS
Will Nippon Steel regret the many concessions it made to acquire US Steel?
The Japanese steel major has agreed to onerous conditions imposed by the Trump administration that give the US government unusual oversight and powers over a private enterprise
BUSINESS
Urban FMCG slowdown—How big of a problem is it?
For consumers to discard brand loyalty altogether and shift to loose/unbranded goods is a sign of income distress. The key question is if listed companies are worried enough to do something about it
BUSINESS
Moneycontrol Pro Panorama | Bounty for Mr Market, strings attached
For Moneycontrol Pro Panorama's June 6 edition: India’s EV incentive scheme, Golwalkar's influence in shaping RSS ideology, curing betting addiction seems near impossible, is WTO looking at India to redeem itself, and more
BUSINESS
Chart of the Day | Why Trump will continue to see red on steel imports
An OECD report on the industry outlook points to further capacity additions in the next three years that can exacerbate the surplus situation
BUSINESS
Is Trump’s doubling of steel and aluminium tariffs a death blow to the industry?
While a 25 percent tariff on these key industrial metals was bad enough, a doubling to 50 percent is a punitive measure to discourage imports and revive lethargic domestic output
BUSINESS
ITC’s shareholders face equity overhang risk
BAT may have sold only a 2.5 percent stake in ITC but the fall in its stake below a crucial threshold raises the risk of more sales in coming years
BUSINESS
Moneycontrol Pro Panorama | Macros in a twist
In May 22 edition of Moneycontrol Pro Panorama: IndusInd Bank confirms alleged fraud, sugar output slips but harvest not the problem, consumer sentiment survey could be misleading, plenty of options available to Shashi Tharoor, and more
BUSINESS
Will steel makers get a reprieve from dumping of Chinese steel in 2025?
A slippage in China’s steel output in April raises the possibility of more cuts ahead, but it also raises a key risk. The answer lies in the balance
BUSINESS
Data Story | Palm oil brings good tidings for FMCG companies
The commodity, used in everything from household kitchens to processed foods to soaps, had seen prices hold firm even as others such as crude oil were falling sharply
BUSINESS
Are the steel dumping duties too little, too late?
While the main cause was excess steel because of China’s weak economy, the duties are landing at a time when the world economy is in a state of flux
BUSINESS
Why investors should track UK’s British Steel rescue
While the immediate problem has been addressed, a long-term solution is needed. How that scenario plays out can affect private steel players
BUSINESS
Does Trump’s latest tariff U-turn diminish the opportunity for Indian businesses and investors?
The exemption carved out for a range of electronics goods not just from the baseline 10% tariff but also the 125% tariff levied on Chinese imports is the latest twist in the tariff saga
BUSINESS
Can FMCG stocks benefit from this aftereffect of Trump’s tariffs?
India’s FMCG sector continues to be under pressure, showed March quarter's early updates. The unsettling of global commodity markets by US tariff hikes may, however, bring some benefits
BUSINESS
Why Indian metal stocks got scorched
The initial reaction of metal stocks to Trump's 26 percent tariff was one of relief but it soon turned to despair
BUSINESS
Will ITC’s acquisition of a commodity business aid its valuation?
The acquired business saw its performance dip in FY25 due to difficult industry conditions, with soft demand, falling product prices and rising input costs hurting margins
BUSINESS
Dr Copper's being served a bitter tariff pill
Copper prices have already zoomed in 2025, more so in the US. Will there be more pain in store?
BUSINESS
Share of kiranas in FMCG is declining, which channel is gaining share?
Kantar’s Asia Pulse Report for Q4 sheds light on the changing shares between kirana, online shopping and supermarkets, and whether rapid expansion of Quick Commerce is showing up in the data
