BUSINESS
Moneycontrol Pro Panorama | A squeeze in profitability on the horizon?
In today’s Moneycontrol Pro Panorama: A shot of hope for earnings, services PMI in a spot of bother, a golden run for Muthoot Finance, AC makers turn cool, L&T CFO’s optimism, what a negative real policy rate means, DIY testing a game changer and more
BUSINESS
For ITC’s valuations to improve, its cigarettes business has to light up
A question of whether the pandemic has affected longer term demand for cigarettes hangs over the stock
BUSINESS
Moneycontrol Pro Panorama | Macro resilience explains buoyant equities
In today’s edition of Moneycontrol Pro Panorama: PMI cheers, economy’s wounds healing, the GDP questions, growth capsule for Aurobindo Pharma, the simmering prices and much more
BUSINESS
Moneycontrol Pro Panorama | Investors should keep an eye on data to know what lies ahead
In today’s edition of Moneycontrol Pro Panorama: What to track on GDP radar, India Inc’s earnings prowess, M&M on a high-octane drive, Sun Pharma’s speciality edge, changing job contours, Why KEC boss is upbeat, GuruSpeak and much more
BUSINESS
India Inc’s new pandemic-fighting chops can boost earnings growth once demand returns
Less is more is how India Inc adapted to the pandemic and boosted earnings growth. Investors must be hoping this efficiency and focus continue, partly explaining why markets are so cheerful
BUSINESS
Moneycontrol Pro Panorama | Looking past the second wave
In today’s edition of Moneycontrol Pro Panorama: The West and its PMIs, farm sector plays ball, the challenge facing VIP Industries, growing clout of cryptos, grim future for oil producers and much more
BUSINESS
Moneycontrol Pro Panorama | Chinese crackdown on iron ore poses risks to metals rally
In today’s edition of Moneycontrol Pro Panorama: Rusal’s go green strategy, RBI’s bumper dividend, IMF’s vaccination toolkit, stock analyses on SBI, JSW Steel, and Hindalco, and much more
BUSINESS
Going green the Rusal way? Or 'brown-spinning'?
The move to demerge more polluting aluminium assets into another company is one but not the best way of acquiring green credentials
TRENDS
Moneycontrol Pro Panorama | A global minimum corporate tax comes closer to reality
In today’s edition of Moneycontrol Pro Panorama: Churn in global tax landscape, why China is on growth highway, new idiom in the COVID war, Weekly Tactical, the future of crypto, the halo around metals and more
BUSINESS
Moneycontrol Pro Panorama | Why are investors sanguine about risks from the second wave?
In today’s edition: Global fund manager survey, stock market bubble, Adani Green solar acquisition, stock calls on Tata Motors and Airtel, Colgate’s growth strategy, financing COVID-19 vaccines and more.
BUSINESS
In the fight for the oral care crown, Colgate has chosen its battleground wisely
Colgate’s focus on building an assortment of premium products is helping its margins grow and keep competition at bay but higher sales growth is still work in progress.
BUSINESS
Moneycontrol Pro Panorama | Untangling the knots in the vaccine supply chain
In today's Moneycontrol Pro Panorama: Acquiring herd immunity, vaccine outlook, demographic dividend, billionaire boom, RITES, Cadila, Happiest Minds, Lupin, AC industry, FMCG's rural weak spot, Pidilite and more
BUSINESS
The FMCG sector's main growth engine was rural India, but the second wave may cause turbulence
Over half of the increase in the FMCG industry’s sales in the March quarter has been contributed by rural markets
BUSINESS
Moneycontrol Pro Panorama | Surging prices present fresh challenge to central banks’ money policy
In today’s edition of Moneycontrol Pro Panorama: Fed sticks to its guns, the commodity sparkle, lockdowns and GDP, Gillette India’s dream run and more
BUSINESS
Moneycontrol Pro Panorama | Lockdowns choke economic activity, but basic industries may escape the worst
In today’s edition of Moneycontrol Pro Panorama: Economic recovery tracker update, UltraTech, L&T Infotech, COVID and the future of jobs, retail investors in the stock market, prospects for road construction firms and more
BUSINESS
Moneycontrol Pro Panorama | It's time to get a grip on the second wave
In today’s edition of Moneycontrol Pro Panorama: COVID cloud over rural economy, Hero MotoCorp in the driver’s seat, the cracks in healthcare, Bandhan tied up in knots, passive assets on fire and more
BUSINESS
The risks to investors from the second wave hitting the rural economy
Rural India was a saviour for many industries in the first wave, but the second one is not sparing it
BUSINESS
Moneycontrol Pro Panorama | Commodity prices reach for the sky
In today’s edition of Moneycontrol Pro Panorama: Tailwinds for global trade, the commodity scorcher, Weekly Tactical, Coforge’s growth code, blind spots in global financial system and more
BUSINESS
Supply tailwinds lift sugar mill shares
Sugar mill shares are on a roll as rising prices and tight supply conditions are conducive to their profit margins
BUSINESS
Moneycontrol Pro Panorama | RBI steps up, will the government follow?
In today’s edition of Moneycontrol Pro Panorama: RBI’s shot of liquidity, a stock for risk takers, PMI in good shape, what April auto sales say and more
BUSINESS
The challenges facing HUL in FY22
HUL’s March quarter results were healthy but inflation and COVID-19 have sprung a challenge it needs to overcome
BUSINESS
Moneycontrol Pro Panorama | Is Sebi’s move on MF pay a game changer?
In today’s edition Moneycontrol Pro Panorama: An IPO with a difference, Fed’s shot of hope, Maruti’s margin call, Moderna’s vaccine push and more
BUSINESS
Moneycontrol Pro Panorama | India’s growth engine is feeling the heat
In today’s edition of Moneycontrol Pro Panorama: the way out of NPA trouble, an economic blueprint to tackle second wave, steel sector outlook, the road ahead for Maruti, revisiting bond investing and much more
BUSINESS
There’s only one risk to the bright outlook for steel
Steel demand in 2021 and 2022 is expected to grow as the world economy recovers
