BUSINESS
Moneycontrol Pro Panorama | Private capex’s roar is finally audible
Moneycontrol's Pro Panorama September 2 edition: Government needs to tread a fine line on Chinese investments, manufacturing sector needs to plug the target-reality gap, can Chinese slump solve Indian steel sectors' woes, will India be able to implement right to disconnect, and more
BUSINESS
Moneycontrol Pro Panorama | Two steps forward, one step back
In this edition of Moneycontrol Pro Panorama: India and its influence on geopolitical rivalries explained, how central banks pulled off a soft landing, Bangladesh's growing anti-India sentiment, Nifty can touch a new high this week, and more
BUSINESS
Chart of the Day: Kirana’s FMCG channel share is steady in 2024, so where’s the threat?
Overall market share appears stable but the real story lies in other metrics such as growth within online shopping, and the number of shopping trips and spend per trip
BUSINESS
Moneycontrol Pro Panorama: A rumble in the world of metals
In today’s edition of Pro Panorama: The IPO corner, IRCTC’s valuation maths, RBI red flag on P2P players and more
BUSINESS
Chart of the Day | Imports playing bigger role in domestic aluminium consumption
Between FY19 and FY24, the share of imports in domestic aluminium consumption has stepped up and even within imports the share of non-scrap aluminium has risen
BUSINESS
Retrospective effect of SC mining judgement casts shadow over companies’ earnings
Affected metal and mining companies should come forward to report their estimated liability, so that investors get clarity on the expected hit, both from retrospective and prospective liabilities
BUSINESS
Moneycontrol Pro Panorama | Many hopes riding on the monsoon
Moneycontrol Pro Panorama edition of August 12: Record level of rice stock may open doors for export, is Kamala Harris better suited for Indian interests?, another attempt by Hindenburg to target India, Muhammad Yunus's novel tip on global peace, and more
BUSINESS
Chart of the Day | Will ethanol deliver for sugar mills in FY25?
Initial estimates point to a slight cut in the sugarcane output. The government too appears to be signalling mills to diversify into alternate feedstocks for ethanol, perhaps, a sign of times to come
BUSINESS
India’s steel producers are caught between China and a hard place
China’s weak economy is pressuring iron ore prices and in turn depressing global steel prices and instead of cutting output its steel producers are exporting more, thereby turning the heat on Indian steel producers
BUSINESS
Moneycontrol Pro Panorama: Will the market bloodbath continue?
In today’s edition of Moneycontrol: Bangladesh on a knife’s edge, the Middle East firestorm, advantage SBI, global food math cues for RBI and more
BUSINESS
ITC’s cigarettes business helps it sail through rough seas
As the company’s FMCG business faces rough weather due to a heatwave and the general malaise in consumption, the cigarettes business lends a shoulder to sales and profit growth
BUSINESS
SC judgement allowing states to tax mineral rights poses risk to industry
States' ability to tax mineral rights is likely to see costs for miners and user industries increase, but much depends on whether the impact can be absorbed or will be ruinous for margins
BUSINESS
Chart of the Day | Corporate Tax Rates: Old 30 percent tax rate is giving the new 22 percent rate a run for its money
While the new lower 22 percent tax rate still accounts for more than half of corporate income offered to tax, its share has fallen. The 30 percent tax gained ground with income under this tax rate rising by 60 percent, twice that of the 22 percent tax rate
BUSINESS
No major consumption boost in Budget, but Street remains optimistic
The Budget 2024 did not contain measures that could directly benefit consumer demand, preferring to invest in building blocks that could lead to future consumption opportunities
BUSINESS
Moneycontrol Pro Panorama | Metal companies look East for relief
In this edition of Moneycontrol Pro Panorama: India’s corporate tax rate is now closer to global peers, Budget announcements investors can look at, lessons from Karnataka’s idea to bring on job quota, and more
BUSINESS
Rural Consumption: Where are the gaps, asks Economic Survey 2023-24
The key takeaway from the Survey about rural consumption is that it is doing as well as it can and the main efforts should be focused on providing the masses with the right infrastructure, business opportunities, diversifying away from problem areas and encouraging more private investment in agriculture
BUSINESS
What Asian Paints' results say about its tryst with competition
The paint major’s volume sales growth disappointed and margins shrank, but competition was not to blame, said its management. The festival season should give more robust answers to how it is faring in the face of competition
BUSINESS
Moneycontrol Pro Panorama | China’s overflowing cup of economic woes
In Moneycontrol's Pro Panorama latest edition: Budget can foster India’s bond market growth, FMCG stocks waiting for a consumption boost, an agri loan problem waiting to happen, Budget FY25 can open doors for employment policy, and more
BUSINESS
Moneycontrol Pro Panorama | A cure for consumption
In this edition of Moneycontrol Pro Panorama: India looks to strengthen bond with Russia, new solutions for old agriculture sectoral problems, both India and the UK should try to expedite FTA, earnings season begins with strong maket momentum, and more
BUSINESS
The value from Patanjali Foods’ acquisition of promoter business lies in the future
While Patanjali Foods will turn into a more complete FMCG company post-acquisition, the transaction structure involving a royalty and slower market growth implies the gains will not be instant
BUSINESS
Moneycontrol Pro Panorama | China’s shadow on global manufacturing refuses to shorten
In today’s edition of Pro Panorama: New Budget’s priorities, China hand in inflation, rains playing a cat and mouse game, road ahead for Indian bonds, and more
BUSINESS
Dilution of voluntary delisting norms a blow to minority shareholders
Minority shareholders will be disappointed with SEBI’s move to dilute the current voluntary delisting norms
BUSINESS
What stopped the copper rally in its tracks?
Copper prices crossed $10000 a tonnes in May and it looked like nothing could stop it. But as June draws to a close, prices are sharply off their peak levels
BUSINESS
Moneycontrol Pro Panorama | Quick on the draw
In this edition of Moneycontrol Pro Panorama: India's steel consumption story stays strong, more waiting on the cards for key GST reforms, bond market is ready to take-off, NDA should stay the course to achieve its fiscal goals, and more
