BUSINESS
DMart’s value proposition is getting trumped by Quick Commerce's convenience
A slowdown in like-for-like sales growth partly due to growth of online commerce in metros is a sign that DMart’s business model is due for another rejig
BUSINESS
Moneycontrol Pro Weekender | Proof of the pudding lies in the earnings
BUSINESS
Warm outlook for FMCG companies has suddenly turned a tad cold
Weather-related demand disruptions, rising input costs that are not being passed on due to competition, a risk of sales growth and margins missing the target are some risks that have built up
BUSINESS
Has the outlook for steel companies turned brighter?
China’s steady drip of stimulus measures has led to iron ore prices rising by nearly 23 percent in a week. Why that may be good news
BUSINESS
Even before China’s stimulus, the steel market may have started healing itself
While China’s monetary measures are more substantial than earlier ones, falling steel output in the largest steel producer may have already begun trimming surplus output
BUSINESS
Strengthening of group audits should benefit investors
When consolidated financials are more material than standalone financials, the audit quality of group entities gains importance. The accounting regulator is seeking to reform how that’s done
BUSINESS
Moneycontrol Pro Panorama | 25 or 50 bps? It’s a coin toss
Moneycontrol's Pro Panorama September 16 edition: China raises its retirement age, impact of higher duties on edible oil imports, assessing India’s gains from Quad membership, challenges for India on road to become a semiconductor hub, and more
BUSINESS
Chart of the Day: Will higher duties curb edible oil imports?
Farmers and processors may be the intended beneficiaries of the duty hikes but it comes at a cost given there isn’t sufficient domestic output to support demand
BUSINESS
FMCG margins to gain from lower costs, but sales growth faces a big risk
Commodity prices remaining stable or soft is what FMCG majors would like, when material costs decline sharply there’s an acute risk of smaller players stealing a march over the bigger ones
BUSINESS
Mario Draghi’s recommendations to strengthen CBAM pose a risk to domestic metal producers
A part of his report on improving the EU’s economic competitiveness deals with the Carbon Border Adjustment Mechanism, identifying risks in the design for EU producers and then recommending changes that could hurt exporters such as India
BUSINESS
Moneycontrol Pro Panorama | HUL shareholders scream for ice cream
Moneycontrol Pro Panorama September 9 edition: China topples US to come out on top in Africa, the conflict in global energy financing, a crypto trade boost to your investment, how chai became India’s favourite beverage, and more
BUSINESS
The policy twists that lie in wait for investors in sugar mills
A new sugar control order is in the making, even as the govt has removed caps on sugar diversion for ethanol in the new season but is it all hunky-dory?
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
