BUSINESS
While steel output drops sharply, investors keep their eyes on the road ahead
The effects of the pandemic have led to a sharp decline in steel output in the June quarter but investors are hoping the worst is over
BUSINESS
Dip in tea output poses a dilemma for marketers
North India's tea plantations have seen output decline, sending prices up
BUSINESS
The twin challenges facing HUL in 2020
Two of Unilever’s decisions are posing an existential question of sorts for HUL’s product categories. How it tackles them is crucial to the long-term outcomes for the company
BUSINESS
Sugar mills are in for a good fiscal but for one risk
A healthy growth in sugar output is forecast in 2020-21, assuring mills a good fiscal year as long as the industry’s support system stays intact
BUSINESS
COVID-19: Spike in cases at factories a risk for industrial India
Industrial activity is gradually picking up but fresh outbreaks of COVID at some large units flags a new risk
BUSINESS
Chart of the Day: The curious case of retail fuel prices
Data since FY14 shows the yawning gap between crude oil price movements and retail fuel prices
BUSINESS
J&J takes a stand on fairness creams, will others have to follow suit?
BUSINESS
Dr Copper does not share gloomy economic outlook
Copper prices have crossed their end-February lows in a marked contrast to the dim outlook for economic growth
BUSINESS
Godrej Consumer: Why investors are sulking at the management reshuffle
Godrej Consumer will have an owner-manager at the helm after a long hiatus
BUSINESS
Tata Steel’s European business needs more than restructuring
While restructuring can do some good a more lasting solution would be something along the lines of the aborted ThyssenKrupp transaction
BUSINESS
When it rains, it does not necessarily pour for investors
While the monsoons are an important factor, they are not the only one driving rural income and therefore, demand.
BUSINESS
The risks for FMCG stocks from the government’s push to buy swadeshi
The government’s wants consumers to buy more locally-made products. How it determines what’s local will determine the risk for FMCG stocks.
BUSINESS
If steel output is down why are iron ore prices hot?
The answers to that question lie in China and Brazil
BUSINESS
FMCG demand crumbled in April but with a twist in the tale
A sharp decline in FMCG sales in April puts a question mark over the one sector that was providing a defence against a slump in consumption demand
BUSINESS
Sebi wants companies to come clean on COVID-19’s impact
A Sebi circular is nudging listed companies to disclose the impact of COVID-19 on their operations, to ensure all investors have equal access to information
BUSINESS
Sugar’s bittersweet moment
Higher than expected sugar output in Uttar Pradesh could result in a problem of plenty for sugar mills
BUSINESS
Privatisation is a capital idea but won’t be an easy sell
Privatisation can be a cure not just for the government’s finances but for the companies too. The devil lies in the execution.
MARKETS
A 1991 moment for agriculture
Key reforms will free farmers from the clutches of middlemen and trader cartels, open new channels and foster investments and competition in the agri supply chain.
BUSINESS
Vedanta's delisting bid is all about the money
Vedanta's stake in Hindustan Zinc is valued higher than its entire market capitalisation. That's just one of a set of reasons that may be driving this move by Vedanta Resources to delist the flagship.
BUSINESS
What HUL can do with its mounting cash piles
HUL's growing cash balances can be put to better use, here are two ways of doing it
BUSINESS
Tax hike fears singe cigarette stocks
After state governments hiked taxes on liquor, cigarette stocks have come under pressure as investors weigh the risks of a hike in tobacco taxes
BUSINESS
HUL’s results and the existential questions posed by COVID-19 for FMCG stocks
If consumers begin thinking about spending on needs (essential) versus wants (discretionary) post-COVID, then the FMCG industry is in for difficult times.
INFOGRAPHIC
Chart of the Day: Sugar slips on an oil slick
The crash in oil prices has taken down sugar along with it. But there’s more that signals a tough time ahead for sugar mills.
BUSINESS
Debt fund closures are symptoms of an illness that can be cured only by a strong stimulus
Investors in debt funds will be frightened by what's happened at Franklin Templeton. The RBI and the government need to step in with strong financial measures to restore confidence
