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
BUSINESS
How price hikes could affect FMCG stock valuations
Price hikes will pinch the consumer’s wallet but lend an edge to earnings although it could put demand at risk
BUSINESS
Explainer: How the US-India truce on equalisation levy will benefit tech giants
The interim arrangement will give tech companies the ability to offset any excess digital tax paid against their future corporate tax liability in India
BUSINESS
Releasing strategic crude oil reserves may be symbolic, but still important
Oil buying countries have sent a signal to the Opec+ to up output and lower oil prices by releasing part of their strategic reserves
BUSINESS
Will Unilever’s exit see HUL reshape its beverages business?
HUL could opt for a business-as-usual approach in running its existing tea and coffee business. Or it could adopt a new strategy to grow its share of the beverages’ market
BUSINESS
Will breaking up Vedanta create value for investors?
Vedanta is undoing a consolidation exercise it carried out in 2012, and plans to list aluminium, oil & gas and iron ore & steel businesses separately
BUSINESS
Moneycontrol Pro Panorama | Why the insolvency framework needs a reboot
In today’s edition of Moneycontrol Pro Panorama: EMs’ return gift, the Green Pivot, Q2 has a story to tell, Go Fashion India IPO takes off, how cryptos work, and more
BUSINESS
Moneycontrol Pro Panorama | Countries buy time on climate change, but companies may feel the heat
In today’s edition of Moneycontrol Pro Panorama: Nykaa’s fireworks, the LIC chairman interview, Tarsons Products IPO, the climate chess game, bonus and emissions, the Eastern Window and more
BUSINESS
Time for Tata Steel to revisit its European business divestment?
Tata Steel has named India as its main focus. Now that its European business and balance sheet are healthier, a separation could take place at more favourable terms
BUSINESS
Why ITC can’t seem to make investors happy
ITC’s cigarettes business delivering higher sales growth than its FMCG business was good news. Why that was not enough to cheer investors
