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
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
