BUSINESS
Moneycontrol Pro Panorama | Volatility to the fore in taper times
In today’s edition of Moneycontrol Pro Panorama: Questions on stimulus, Chinese stocks hit a US bump, Monsoon Watch, textiles’ Man Friday, Big Tech on notice, more eyeballs for Shemaroo and more
BUSINESS
Low increase in MSPs could pose risk to rural demand
The government’s desire to control inflation and limit its subsidy outgo is understandable, but this will also limit growth in agricultural income
BUSINESS
Moneycontrol Pro Panorama | After a heady rise, which way are markets headed?
In today’s edition of Moneycontrol Pro Panorama: The red-hot market, disruptions galore, the Green Pivot, Saregama hits a high note, Zensar on a roll, the taper talk and more
BUSINESS
What ITC can learn from Zomato to improve its valuations
Acquiring a start-up mentality could be the cure for severe underperformance of the ITC stock
BUSINESS
Moneycontrol Pro Panorama | Services PMI shows the economy is firing on two cylinders
In today’s edition of Moneycontrol Pro Panorama: Service sector rebounds, the vaccine heavylifting, the curse of knowledge, Weekly Tactical and more
BUSINESS
Aluminium producers to benefit from spike in prices
Tight supply conditions in China are sending aluminum prices through the roof. What gives, what impact will it have on producers and will it sustain?
BUSINESS
Moneycontrol Pro Panorama | Quest for alpha sends investors to foreign markets
In today’s edition of Moneycontrol Pro Panorama: The EM stock charm, Bank Nifty in the spotlight, IPOs on the radar, bank credit says a story, Airtel dials it up big time, why Titan swears by Bharat and more
BUSINESS
Rising sugar prices should benefit mills, but policy changes could pose an obstacle
Global sugar prices have risen sharply and are set to rise further. While mills are expected to benefit, unexpected changes to government support measures could pose a risk
BUSINESS
Moneycontrol Pro Panorama | Investors brush aside taper blues
In today’s edition of Moneycontrol Pro Panorama: The T word, Monsoon Watch, why Sundram’s Arathi Krishna is upbeat, Burger King’s more zing, a labour windfall, the Eastern Window, GuruSpeak and much more
BUSINESS
Moneycontrol Pro Weekender | Walking a fine line
Jerome Powell did the fine balancing act of laying out the ground for a taper, but kept markets happy by stopping short of saying when
BUSINESS
Moneycontrol Pro Panorama | IPO market halo dims in August
In today’s edition of Moneycontrol Pro Panorama: IPO reality check, all eyes on Jackson Hole, EaseMy Trip eyes sky high, IIFL Wealth’s leap of faith, PF and startups, the problem with super apps and more
BUSINESS
Moneycontrol Pro Panorama | Now, rural India falls behind the curve
In today’s edition of Moneycontrol Pro Panorama: Where economy is headed, rains fail to make a splash, how to play midcaps and smallcaps, enter asset sales, CCL stirs up a perfect brew, questions on ESG investing and more
BUSINESS
Crack in iron ore prices exposes chink in steel sector valuations
China’s bid to cut steel output is working and that’s a risk for domestic steel stocks
BUSINESS
Moneycontrol Pro Panorama | How to revive the stalled private capex engine?
In today’s edition of Moneycontrol Pro Panorama: The wait for capex cycle, a tall order for govt, the economic fatigue, GST Council’s to-do list, the crypto whodunit, Weekly Tactical, Immunity Tracker and more
BUSINESS
Moneycontrol Pro Panorama | Retail investors to get an overseas GIFT
In today’s edition of Moneycontrol Pro Panorama: The lure of foreign stocks, equity MFs looking good, stocks on revenge travel map, JSW Energy CEO gung-ho on green energy, SWAMIH brings hope, news risks for investors and more
BUSINESS
Clash of the edible oil titans: Adani Wilmar and Ruchi Soya
Adani Wilmar and Ruchi Soya are coming to the public issue market at the same time to raise almost similar amounts
BUSINESS
Moneycontrol Pro Panorama | ESG investing is catching on. But play with care
In today’s edition of Moneycontrol Pro Panorama: Aptus Value Housing Finance IPO, Thermax’s fortunes, Gabriel stumbles, recovery tracker, GuruSpeak, and more
BUSINESS
Moneycontrol Pro Panorama | FMCG companies face a tough task fighting inflation without hurting growth
In today’s edition of Moneycontrol Pro Panorama: Global FMCG companies get ready to hike prices, they mystery of falling unemployment, Britannia, Emami, housing finance and real estate stocks.
BUSINESS
As global FMCG companies battle inflation, local investors may feel the heat
Global consumer companies have flagged inflation risks to their outlook. Their strategies to combat it may see their domestic units also change course
BUSINESS
Moneycontrol Pro Panorama | Robinhood missed the mark on a bumper listing
In today’s edition of Moneycontrol Pro Panorama: Why Robinhood stumbled, the problem with IMF forecasts, the Immunity Tracker, Tech Mahindra’s growth appeal, Tactical Pick, the Indian startup rage, China pushes back on crypto and more
BUSINESS
Moneycontrol Pro Panorama | Fed shows its cards to avert a taper tantrum
In today’s edition of Moneycontrol Pro Panorama: Fed’s taper maths, economy and stress points, Maruti Q1 takes a knock, Elon Musk’s India dreams, nature’s fury, road ahead for Bitcoin investors, and more
BUSINESS
The risk from China’s bid to soften steel prices is growing
China is considering a new round of export duties in its so far unsuccessful bid to soften rising steel prices. That’s a risk for domestic steel valuations
BUSINESS
Moneycontrol Pro Panorama | Economic recovery remains anything but smooth
In today’s edition of Moneycontrol Pro Panorama: Cracks in bank earnings, the IPO buzz gets louder, The Green Pivot, L&T growth story builds, need for population policy, Tiger Global kicks up dust, and much more
BUSINESS
Can ITC’s cigarette business strength help improve valuations?
Less restrictive and localised lockdowns affected ITC’s cigarettes business much less. But that alone may not be enough to close the valuation gap over its FMCG peers
