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
BUSINESS
Moneycontrol Pro Panorama | Why is India burning less bright for foreign investors?
In today’s edition of Moneycontrol Pro Panorama: China chokes on steel, Kotak Bank’s growth catch-up, what the massive forex kitty says, Start-up Street and more
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
