BUSINESS
Why the industrial capex machine is whirring to life
While companies seem to be turning back the lights on the capex front, it may not yet be an all-round revival
BUSINESS
Why JSW Steel is keen on closing its Bhushan Power & Steel acquisition
A changed industry scenario makes it easier for JSW Steel to absorb the weight of the acquisition
BUSINESS
FMCG: The small guys get their revenge
Contrary to what one would expect, small FMCG companies have done far better than the bigger ones during the pandemic
BUSINESS
A rising Chinese tide is lifting all steel boats
China’s voracious appetite for steel has lifted prices benefiting India's steel producers, but that could change when China dials back its stimulus
BUSINESS
Injecting hope into the global economy
BUSINESS
The long wait for retail investors to be a fly on the wall at a conference call
The Sebi committee recommendations on conference call disclosures don’t go far enough even now to eliminate information asymmetry
BUSINESS
Tata Steel Europe’s final gambit in play
Tata Steel’s decision to sell its profitable Netherlands business may leave it with a struggling UK steel business
BUSINESS
The post-vaccine outlook for metals
The boost to economic activity will certainly mean better demand for metals but the prospect of money taps closing will become a worry
BUSINESS
ITC: If smokers are not lighting up, valuations won't
While ITC’s FMCG business is on the path to growth, emerging from COVID's shadow, the demand for cigarettes is down
BUSINESS
Dabur: Horses for courses
Dabur is seeing a huge demand spurt for immunity-related products and it's trying to make the most of this opportunity
BUSINESS
The questions Vedanta’s investors would like answers to
Vedanta’s debt ratings are suffering because of the debt obligations of its parent
BUSINESS
Why Pidilite glued Araldite to its portfolio
Pidilite's acquisition of Huntsman’s consumer adhesives business does not come cheap but that has not stopped the company
BUSINESS
Strained government finances could be a risk for the sugar sector
Strained government finances could be a risk for the sugar sector
BUSINESS
Why forensic audits of listed companies are a public good
The opposition to Sebi’s push to get listed companies to enhance disclosures on forensic audit is a misplaced one
BUSINESS
The lesson for FMCG investors from HUL’s results lies in the margin
The underlying theme — whether in urban or rural — is one of price sensitivity of the consumer having gone up. Consumers are going to compare brands and promotions and buy those products where they see the most value
BUSINESS
Hindustan Zinc: What’s at stake?
Now that the Vedanta delisting process has ended, investor attention may turn to the business
BUSINESS
Vedanta delisting failure: The options in front of shareholders
Vedanta’s shares tumbled after its delisting bid failed, bringing back into focus its undervaluation
BUSINESS
Life for Vedanta’s shareholders after the delisting offer
Whether Vedanta eventually gets delisted or not, the offer is a wake-up call for investors to rethink their exposure
BUSINESS
Consumer companies may get their staple desires fulfilled
Business has for long had an eye on the staples in a consumer’s basket. The govt’s reforms for the farm sector could make it a viable and scalable proposition
BUSINESS
The FMCG sector’s urban nightmare
Nielsen’s data shows how sales in urban markets are flagging, posing a risk for earnings growth. But there’s a joker in the pack
BUSINESS
The spectre of urban distress hangs over FMCG stocks
HUL's chairman is worried by signs of urban distress and wants the government to do more to put money in the hands of consumers. That’s a message for investors in FMCG stocks, too
BUSINESS
Hindustan Copper decides to concentrate on what it does better
The public sector unit agrees to sell 60 percent of its copper concentrate to Hindalco in a long-term supply arrangement
BUSINESS
Fraud detection in an audit report, coming soon?
A Big Four accounting firm’s CEO has said auditors should do more to uncover fraud that is material in nature
BUSINESS
Non-ferrous producers may benefit from a proposed import barrier
A proposal to put imports of aluminium and copper under a restricted list has the potential to benefit domestic producers
