BUSINESS
FMCG | Retail data shows why e-commerce threat to traditional trade is real
The rapid growth of FMCG sales through the e-commerce channel may explain why traders are protesting their presence
EARNINGS
Why the worst may be over for the FMCG sector | Corporate Corridor
There are enough signs in retail data to suggest a revival in the works for the FMCG sector
BUSINESS
A threat to India’s auto sector from China’s global car ambitions | Corporate Corridor
They may be small in comparison to India’s auto bigwigs but the Chinese know a thing or two about scaling up, making them a potent force to contend with
ECONOMY
Budget 2020 Chart Point | Defining the corporate tax cut impact
The corporate tax cuts’ effect on estimated collections will reflect in budget numbers for FY20 and FY21
BUSINESS
Vedanta getting access to Nalco’s alumina is a shot in its arm | Corporate Corridor
The SC order allows Vedanta to bid for Nalco’s export orders, potentially lowering its alumina procurement cost
BUSINESS
Steel: why demand is down but prices are up | Corporate corridor
Steel prices rising despite slowing demand may be surprising but domestic output may hold some answers
BUSINESS
GST's anti-profiteering sword is outliving its utility | Corporate corridor
Pricing is one of the key weapons in a consumer company’s arsenal, the anti-profiteering provision in GST is hurting its utility
BUSINESS
Capex revival in December quarter may not last
Investors will be more focused on what they hear on the ground from companies in post-results management commentary
BUSINESS
What the data says about IBC, banks and recovery
The headline numbers suggest that recovery rates have been very good but a drill down shows it’s not all rosy
COMPANIES
Seven things you should know about Patanjali’s acquisition of Ruchi Soya
Baba Ramdev’s stepped into the listed space by acquiring Ruchi Soya. How should investors interpret it?
BUSINESS
NCLAT order in favour of Mistry brings uncertainty back in the Tata stable
The NCLAT order could divert management attention from more pressing issues at Tata group listed companies
BUSINESS
HUL and Unilever should put margins on a diet to revive sales growth| Corporate Corridor
HUL’s margins have risen by 8 percentage points in three years, after Unilever set a global operating margin target of 20percent
BUSINESS
Trade war and metal stocks: stay in the brace position | Corporate Corridor
A phase one deal between the US and China is a start but a lot more ground needs to be covered before companies or investors can turn bullish
ECONOMY
IBC: Ring fencing the corporate debtor from all defects
Protecting a company from the actions of its promoters will help the acquirer in an insolvency process. But it could create a moral hazard
BUSINESS
E-commerce and FMCG: Friend or foe | Corporate Corridor
FMCG sales online are a small part of the overall retail mix but its pace of growth makes it a channel investors should keep a close watch on
BUSINESS
RBI is right to worry; global food prices up 9.5% | Inflation watch
The FAO price index spiked in November, a sign that it’s not just India but the world that’s seeing food prices increase
BUSINESS
A pick-up in steel prices may be a short lived reprieve | Corporate Corridor
Domestic steel prices are rising following in China’s footsteps. But there are many pieces of this puzzle that have to fall in place for it to sustain.
BUSINESS
Automobile sales | the short and long view
There are just four months left for BS-IV vehicles to sell. Companies are juggling difficult choices as the transition to BS-VI nears.
BUSINESS
The government bowls a googly in the corporate tax cut bill | Policy Track
The government has excluded some industries from the 15percent tax bracket for new manufacturing companies. Then, it went a step further and made it worse.
BUSINESS
FMCG companies may lose the lather in soap margins | Corporate Corridor
Falling palm oil prices afforded FMCG companies the luxury of driving soap sales through discounts. That may not last for long
BUSINESS
Why Tata Steel’s investors have low hopes from its European diet plan | Corporate Corridor
Tata Steel is trying once again to put its European business back on the rails
BUSINESS
Supreme Court's Essar Steel order puts banks back on top in IBC
The NCLAT’s order had upset the premier position of financial creditors in the resolution process. The SC has restored their position
BUSINESS
Why ArcelorMittal should take its IBC prize Essar Steel public | Corporate Corridor
Essar Steel is a feather in ArcelorMittal’s cap but it has its task cut out and its balance sheet will feel the strain of the acquisition
BUSINESS
What can China’s Jingye do for British Steel that Tata Steel could not? | Corporate Corridor
Jingye has a tough task of reviving British Steel given its many problems but it may have a bigger target in sight
