BUSINESS
What a 21 percent drop in China’s steel output means for Indian steel stocks
The world’s largest steel producer (and consumer) is seeing output slow sharply; the rest of the world will feel the after-effects
BUSINESS
Moneycontrol Pro Panorama | Will India Inc change tracks as margins come under pressure?
In today’s edition of Moneycontrol Pro Panorama: An IPL unicorn, ICICI Bank stepping up to the plate, the jarring tone for Yes Bank, Nykaa takes the pole position, the Eastern Window, the stimulus boomerang and more
BUSINESS
Consumer companies are caught between a rock and a hard place
Asian Paints’ margins disappointed but it had its reasons for not hiking prices. As unprecedented inflation is sending input costs soaring, whether to protect margins or volume growth is the difficult question
BUSINESS
HUL’s profitability stance is a risk for its richly-valued shares
If sales growth is slow, margins are flat and this situation could continue, then why should investors pay top dollar to own the FMCG bellwether?
BUSINESS
Government turns up heat to cool down edible oil prices
Sharp cuts in duty rates and imposition of stock limits have set the stage for a climbdown in edible oil prices. Will consumers benefit?
BUSINESS
Aluminium price spike to benefit Indian producers, but a risk lies in wait
A tapering of aluminium output in China due to coal shortage is giving wings to already high aluminium prices
BUSINESS
Moneycontrol Pro Panorama | Where does India stand in the global tax agreement?
In today’s edition of Moneycontrol Pro Panorama: RIL’s moment in the sun, TCS Q2 hits a bump, Maharaja’s new pair of clothes, Chart of the Day, the Eastern Window and more
BUSINESS
Moneycontrol Pro Weekender | The Maharaja has left the building
Privatisation of Air India means a one-time hit to the exchequer in the form of debt, but it’s a small price to pay for the government
BUSINESS
FMCG profit margins could slip in pursuit of higher sales growth
FMCG companies are absorbing higher costs in a bid to support higher sales growth. That’s a wise strategy but can leave some scars in the near term
BUSINESS
Moneycontrol Pro Panorama | Why investors should care about the aftereffects of disruption
In today’s edition of Moneycontrol Pro Panorama: Moody’s change of mind, The NBFC worry line, ‘chemical’ reaction to China crisis, IT’s on a roll, Merck drug shows promise, what decides returns, and more
BUSINESS
Goenka-Invesco tussle: Both need a crucial bargaining chip belonging to the other
The Zee-Invesco episode seems destined to be decided in the courts as a conflict of interest between the promoters and a large shareholder plays out
BUSINESS
Moneycontrol Pro Panorama | India's factories crank up to meet festive demand
In today’s edition of Moneycontrol Pro Weekender: The PMI shine, Opec+ has its task cut out, the Weekly Tactical, the Immunity Tracker, digital health ID and policy gaps, and more
BUSINESS
The road ahead for Godrej Consumer’s Indonesia business
The near term is likely to be weak although growth could improve in the medium term. Investor attention will anyway shift to the new MD and CEO’s plans for the company
BUSINESS
Moneycontrol Pro Panorama | The smoke signals that markets are sending
In today's edition of Moneycontrol Pro Panorama: The bond disquiet, the ripple effect for stocks, Aditya Birla AMC IPO, holes in power reforms, the Global Innovation Index and more
BUSINESS
What the Dabur and Marico face-off could mean for investors
Both companies are making a bid for a share of a product category in which the other dominates. Is a royal battle on the cards?
BUSINESS
Moneycontrol Pro Panorama | A question mark hangs over the outlook for steel-makers
In today’s Moneycontrol Pro Panorama: The Eastern Window, litmus test for Zee, IndiGo has the edge, Monsoon Watch, the VST Tillers CEO interview, Evergrande and the retail investor, and more
BUSINESS
Moneycontrol Pro Panorama | Equities continue to overcome hurdles effortlessly
In today’s edition of Moneycontrol Pro Panorama: Herd immunity, Ceat, renewable energy, savers' dilemma, Freshworks, and more.
BUSINESS
Moneycontrol Pro Panorama | China’s stocks regain footing after Evergrande blow
In today’s edition of Moneycontrol Pro Panorama: China’s trial by fire, the Fed’s policy review, bitcoin’s aura, SEBI’s skin-in-the-game rules, HG Infra, the road ahead on independent directors and much more
BUSINESS
The wheels have come off the commodity supercycle
Evergrande's problems are giving a harsh reality check to investors in metal stocks that had turned red-hot on the back of runaway metal prices
BUSINESS
Moneycontrol Pro Panorama | Government needs to iron out GST wrinkles
In today’s edition of Moneycontrol Pro Panorama: Mapping Mr Market’s mood, the Eastern Window, Monsoon Watch, more shine on Manappuram Finance, TCS’ mcap halo, the Evergrande ripple effect, enter smart robots, and more
BUSINESS
Moneycontrol Pro Panorama | Can ‘bad bank’ be the silver bullet for bad loans?
In today’s edition of Moneycontrol Pro Panorama: All-out war on NPAs, state of the economy, Weekly Tactical, the disinvestment clock, why Zomato should spill the beans, rate hike pot boils and more
BUSINESS
It’s time for the anti-profiteering sword hanging over companies to go
Free market forces are better at determining if tax savings will be passed on to consumers or retained in the business. The CCI anyway exists to curb monopolies
BUSINESS
Why the government wants to rein in runaway edible oil prices
The boom in edible oil prices is affecting consumption and hitting food company margins. A successful strike by the government could bring much needed relief
BUSINESS
What HUL’s 'Winning in the Decade' means for investors
A slowing economy means that higher sales growth may a difficult ask, so the focus is on upgrading existing consumers, cost savings and digital transformation
