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
BUSINESS
Chart of the Day: India’s steel output slows down even as consumption stays strong
May was the second successive month in which India’s crude steel output grew by less than 4 percent, sharply lower from its trend in earlier months
BUSINESS
Signals from MSP hikes for the FY25 Kharif season
It comes in the backdrop of a slow start to the monsoon, with all eyes on whether farm output will give a boost to rural income in the current fiscal
BUSINESS
Is private sector capex turning a corner?
Capital work-in-progress data show manufacturing sector investments stepping up. For overall capex to grow, more sectors need to join the chorus
BUSINESS
The policy risk for sugar mills has abated, but it's not yet favourable
Reports of the minimum sugar price for sugar being increased and hopes that the government will ease its stance on ethanol diversion and exports are raising investor expectations
BUSINESS
Moneycontrol Pro Panorama | How sunny is the FMCG outlook?
In this edition of Moneycontrol Pro Panorama: Gaza ceasefire proposal puts US in a bind, Tata Steel's Europe operations gets funding nod, India needs to secure new mineral resource, a model for employment generation without government's role, and more
BUSINESS
Tata Steel’s European operations to wave green flag
Government support for Tata Steel’s European decarbonisation plans is welcome news, but whether price-led competition will pose a headache is the key question
BUSINESS
Chart of the Day | Global food inflation continues upward march
A sharp uptrend in dairy prices and a mixed trend in edible oils and cereals took the food price index back to a level last seen in November 2023
BUSINESS
Is higher support for consumption demand a given?
The NDA’s weak showing in the polls has made investors wonder if weakened household budgets were a reason and if that means a boost to consumption will be forthcoming
BUSINESS
Moneycontrol Pro Panorama | Back to brass tacks as exit polls allay investor fears
In today's edition of Moneycontrol Pro Panorama: Indians have less investing opportunities in AI, power tariff hike will add to consumer woes, miniscule budgetary spending by some central ministries, should youngsters invest in stocks, and more
BUSINESS
Why monsoon may play a bigger role in the stock market this year
If predictions of an above-normal monsoon come true, then its contribution to GDP will also grow but the spillover effects can benefit stock market investors too
BUSINESS
What Novelis's IPO pricing means for Hindalco’s valuations
The IPO will lead to a cash inflow of Rs 6700-7800 crore that could go up if the issue is oversubscribed. The eventual IPO price and its post-listing trend could play a bigger role in valuations
BUSINESS
Moneycontrol Pro Panorama | Profiting from regional differences
In this edition of Moneycontrol Pro Panorama: Sharp drop in steel output for April, polarisation grew in Bengal after OBC list was removed, China's objective in running military drills near Taiwan explained, new policies on data can help India unlock its potential, and more
BUSINESS
Moneycontrol Pro Panorama | Why price matters more than size
In this edition of Moneycontrol Pro Panorama: Small cap schemes register big gains, gas-based power plants look promising, regulators need to be more consumer friendly, India gives it back amid spats with several nations, and more
BUSINESS
Is there a tide that can lift all FMCG boats?
A sharp jump in FMCG shares raises the prospect of a sector re-rating on the anvil. While there may be some truth to that, it’s not a sure thing
BUSINESS
Moneycontrol Pro Panorama | Where will the money come from?
In this edition of Moneycontrol Pro Panorama: US jobs report keeps up hope, global food inflation inching up, China persuades Europe to lessen its dependency on the US, AI could wreck democracy without us knowing, and more
BUSINESS
Dabur’s rural thrust pays off
The FMCG company’s sales growth in rural markets trending ahead of urban markets is in contrast to the rural slowdown story playing out in the sector
BUSINESS
Moneycontrol Pro Panorama: A shoulder to the consumption wheel
In today’s edition of Pro Panorama: Scenarios amid Yen fall, lessons from inflation story, ICICI Bank’s rerating prospects and more
