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
BUSINESS
Godrej Consumer | Can Sudhir Sitapati make this elephant dance better?
The new MD & CEO presented his long-awaited plans for the company. It’s a simple strategy that can be difficult to execute and with no big-bang announcements to distract. It requires a radical shift in mindset and how the company has done business
BUSINESS
Moneycontrol Pro Panorama | Taper fears grip equities after initial calm
In today’s edition of Moneycontrol Pro Panorama: central bank actions, UPL, Manappuram, WTO and sugar, clean power and more
BUSINESS
WTO ruling strikes at heart of sugar industry’s business model
The ruling is to be appealed and market conditions are currently favourable, but if upheld it could hurt industry in a downward business cycle
BUSINESS
ITC Analyst Day: Demerger hopes go up in smoke
ITC’s management have not thrown their weight behind the demerger plan that investors have been hoping for. But its analyst day shines light on its competitive strength in cigarettes, but for one external risk
BUSINESS
Moneycontrol Pro Panorama | Markets set for a reality check from Fed
In today’s edition of Moneycontrol Pro Panorama: Fed gets cracking on inflation, Medplus Health IPO, Subros gets well oiled, Lira crisis has a lesson for India, the way ahead on SPR, and more
BUSINESS
Moneycontrol Pro Panorama | The message from IPOs that flop
In today’s edition of Moneycontrol Pro Panorama: MF managers bet on equities, trouble for EM markets, Weekly Tactical Pick, Algo Rhythm and more
BUSINESS
Why ITC may gain little from listing its infotech or other divisions
Listing non-cigarette businesses may help them find their own market value. But that may not solve ITC’s problem of being an undervalued stock or of what to do with its cash
BUSINESS
Moneycontrol Pro Panorama | Falling oil prices music to India’s ears
In today’s edition of Moneycontrol Pro Panorama: The Weekly Tactical, Karur Vysya Bank makes a point, jobs are back but, Ather throws down the EV gauntlet, founder CEOs in a tight spot, Personal Finance, behind Apple stock's unusual move and more
BUSINESS
A rural growth slowdown is not the main problem facing FMCG stocks
Rural growth is slowing, but listed companies seem unfazed by it. It may be a non-issue for them, but there is a bigger problem lying in wait
