BUSINESS
Moneycontrol Pro Panorama | When lowly earnings get a seat at the high table
In today's edition of Moneycontrol Pro Panorama: PM Modi reaches out to the Muslim world, Russian economy braves Western sanctions, markets ready for a high but investors must be cautious, US and China vie for Bangladesh's attention putting India on backfoot, and more
BUSINESS
Moneycontrol Pro Panorama | Is rural FMCG demand on the cusp of a revival?
In today's Moneycontrol Pro Panorama: Market weakness likely to persist, sugar mills exhibit signs of being stuck, Pakistani voters spoil military’s game plan, should you invest in products of daily use, and more
BUSINESS
Chart of the Day | Sugar mills find themselves in a sticky spot
Global sugar prices have swung in tune with a change in the industry’s outlook. Domestic mills face a tough time as higher than expected output is likely at a time of lower prices
BUSINESS
Moneycontrol Pro Weekender: Corporate governance’s pull for big money
India’s growing clout on the world stage is giving it a halo that companies find irresistible. A high level of corporate governance standards can burnish its reputation further
BUSINESS
Why are ITC’s shareholders taking fright when BAT is selling only 4 percent stake?
The sharp fall in ITC’s shares indicates a nervousness that is not fully explained by the 4 percent stake sale news, which was already known to the market
BUSINESS
MC Pro Quick Take | Nestle India’s results highlight premium divide in FMCG results
Its sales grew on the back of price and mix, said the company management, implying volumes did not contribute much. That may have put it in the category of underperforming companies but its profitability tells a different story
BUSINESS
Moneycontrol Pro Panorama | A new 800-pound gorilla eyes the Street
In this edition of Moneycontrol Pro Panorama: Budget highlights government’s spending priorities, China ready to take over as biggest auto exporter, Actor Vijay's political debut causes a stir, and more
BUSINESS
No direct boost to consumption in Budget, focus shifts to inflation
Hopes that the government could put more money in the hands of low-income consumers were not realised. Demand recovery is likely to remain gradual
BUSINESS
Moneycontrol Pro Panorama | What the smoke signals are saying
In this edition of Moneycontrol Pro Panorama: This party could change the game in Maharashtra, how to spot a bull market, the need to create a global SME market, here's the finmin's view of the economy on eve of Budget, and more
BUSINESS
ITC’s Q3 singed by cigarettes business
The cigarettes business that contributes to nearly 80 percent of profit suffered an erosion in margins during the quarter. If that continues, it could cast a shadow on its performance
BUSINESS
Tata Steel Q3: China’s shadow looms over the industry’s profitability
China’s mainly to blame for the weak steel prices that are hurting profitability
BUSINESS
Moneycontrol Pro Panorama | Justifying the FMCG sector’s premium valuations
In today’s edition of Pro Panorama: RIL Q3 does it again in style, HUL stock hits a rough patch, Nova Agritech IPO makes a buzz, the lure of thematic funds and more
BUSINESS
Hindustan Unilever: A tough road ahead to regain volume growth
Even after investing heavily behind its brands and sacrificing margins, HUL’s sales growth has not picked up pace
BUSINESS
Budget 2024: Should investors be expecting a push to consumption?
India’s economy has been supported by govt investment spending but it needs the consumption engine to join forces, to support the private investment revival. Will the budget deliver?
BUSINESS
Sugar mills face another hit from higher UP sugarcane cost
The state advised price (SAP) in Uttar Pradesh for the current year has been fixed 5.7 percent higher over a year ago, adding to sugar mills' woes
BUSINESS
Copper smelters face a difficult year in 2024
A worsening copper market outlook has meant that fees earned by smelters have fallen sharply, posing a risk for the earnings of the copper smelting business
BUSINESS
Moneycontrol Pro Panorama | Buying the consumption story
In this edition of Moneycontrol Pro Panorama: India Inc benefits from falling tax rates, decoding IIP data on consumption, time to be cautious even as markets touch a new high, Taiwan election a loss of face for China, and more
BUSINESS
Tata Consumer: Cooking up a storm
The company’s appetite for big acquisitions has been finally whetted by buying out Capital Foods and Organic India for a combined amount of Rs 7000 crore
BUSINESS
Budget Snapshot | Corporate India benefits from falling tax rates
The overall corporate tax to PBT has gone down as companies availed of the new tax regimes. But the larger companies still have an edge over the smaller ones
BUSINESS
Moneycontrol Pro Panorama | Solving the hospital-insurance tangle
In this edition of Moneycontrol Pro Panorama: Bangladeshi voters show dissent with low turnout, a decade of economic structural reforms leads nowhere, markets nonplussed with SEBI's new norms, receding twin deficit belies India’s strong growth, and more
BUSINESS
Budget 2024: Waiting for a rural demand revival, is a stimulus on the cards?
Consumer companies have been pointing out that rural demand is weak compared to what they see in urban areas. In a pre-election year, it raises expectations if the government will propose additional measures to boost rural incomes
BUSINESS
Steel industry faces a new risk on the horizon
A CCI market study on the iron ore mining industry has made recommendations to deal with some of the defects it has identified. These could have implications for mining companies and steel producers
BUSINESS
Trouble at the margin for FMCG companies and distributors?
Dispute over margin structures should be seen in the backdrop of a slowdown in FMCG volume growth, with big companies striving for a comeback in 2024
BUSINESS
Moneycontrol Pro Panorama | Stay focused, stay nimble
In this edition of Moneycontrol Pro Panorama: India needs to step up on carbon removal, OPEC loss gives buyers an advantage, your AI program may be racist, booming EV sales is not so good for the climate, and more
