BUSINESS
Moneycontrol Pro Panorama | A growing tide lifts equities, but rising cases a concern
In today’s edition of Moneycontrol Pro Panorama: PSU Bank privatisation, Andrew Holland interview, US stimulus boost to IT sector and India's EV ambitions
BUSINESS
Moneycontrol Pro Panorama | The economy is not firing on all cylinders
In today’s edition of Moneycontrol Pro Panorama: MF equity outflows, on oil prices and inflation, Ola Electric and greenwashing
BUSINESS
JSW’s Bhushan Power & Steel deal closure coincides with healthy steel margins
The long awaited acquisition is close to being completed. What it means for JSW’s investors
BUSINESS
Nestle’s rural shift: strategy or compulsion?
Why does Nestle want rural markets to contribute to a higher share of its sales? Can it succeed?
INDIA
The ₹250 vaccination question: Why the private sector was not given a free hand
The private sector had been keen to play a role in vaccination. They’ve got it now, but with strings attached with no free hand in pricing
BUSINESS
What can knock the wind out of metal prices?
Metal prices have turned red hot and the consensus seems there’s more room for growth. What could spook this party?
BUSINESS
Hindalco has got a capital plan
Hindalco wants to focus its capex plans on making value-added products and not the metal itself
BUSINESS
The missing piece in the FMCG rebound story
Retail sales data shows consumers in big urban markets are behaving differently compared to their rural peers
BUSINESS
ITC's cigarettes business has hit a bump that’s not going away
ITC’s cigarette division’s sales in the metro markets remain affected compared to pre-COVID levels even after lockdowns were lifted
BUSINESS
Tata Steel: Why an endgame for Europe matters to the India business
While Tata Steel is shedding debt faster, finding a solution for the European steel business remains a long term imperative
BUSINESS
What Unilever’s strategy shift means for HUL’s investors
Unilever’s new strategy focuses on fewer categories aiming at higher and profitable growth. HUL’s near to medium term performance may feel the effect, if it follows suit
BUSINESS
Budget 2021 | Steel industry gets a slap on the wrist
The cut in import duties may not hurt steel margins by much but if companies don’t heed the warning, worse may lie in store
COMPANIES
The fine print in Budget 2021-22
Changes to digital tax and depreciation on goodwill are some of the fine print we stumbled across in our first look of the Budget documents
BUSINESS
Budget 2021-22 | The outlook for FMCG stocks
The Budget 2021 has done no harm to companies or consumers. Reviving demand will take care of growth needs
BUSINESS
Economic Survey 2020-21 | Healthcare: A sectoral regulator will do little to solve India’s health problem
The Economic Survey identifies the age-old problems plaguing healthcare, but does not advocate a thrust on building health infrastructure
BUSINESS
HUL: Putting a premium on sales growth
The FMCG market leader will focus on growth even if it comes at the cost of margins in the near term
BUSINESS
Will Grasim drain Asian Paints’ moat?
Asian Paints faces the fight of its life, for sure. But when two giants fight, it’s said the grass underneath that suffers the most
BUSINESS
Has the good run for FMCG stocks ended?
In the past one month, the FMCG sector index has underperformed the broad market. What gives?
BUSINESS
SAIL: Strike while the iron is hot
The timing is right for selling Sail’s shares to meet the divestment target, but is a piecemeal approach the best way?
BUSINESS
The steel industry has formed a cartel: fact or fiction?
Nitin Gadkari believes the steel industry has formed a cartel that is hiking prices in a concerted manner. His call for regulatory action is worrying investors
INDIA
What should investors look for from India’s vaccine rollout
The sign of healthcare workers getting their shots could lift investor spirits, but more depends on how the process is managed
TRENDS
The risks facing industrial metals in 2021
While 2020 was an unexpectedly good year, for that to continue in 2021 many stars need to align
BUSINESS
In the farm sector, reforms should begin with sugarcane
Despite best intentions, the government’s involvement has only made things worse for the sector
BUSINESS
A booster shot for business and markets
A successful vaccination programme with quick nationwide coverage is what the economy needs
