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
BUSINESS
Moneycontrol Pro Panorama | A pause for breath?
In today's edition of Moneycontrol Pro Panorama: China’s stimulus move not enough, Indian IT return as investor favourite, Indian pharma growth trends downwards, Mahua Moitra’s expulsion buries political hatchet, and more
BUSINESS
Moneycontrol Pro Panorama | India's shadow looms large on global food chain
In this edition of Moneycontrol Pro Panorama: Copper faces an uncertain future globally, consumer confidence not upto GDP levels, EU’s AI law too little too late, rift between Mamata and Abhishek Banerjee loyalists widen, and more
BUSINESS
Moneycontrol Pro Weekender: When everything is going right
Stock markets have been unusually resilient, is there a last straw here? We don’t know.
BUSINESS
Government's ethanol U-turn a big disappointment for sugar mills and investors, here's why
The questions that remain to be answered is how much sugar diversion will actually take place and whether the government will manage to plug the feedstock gap through other sources
BUSINESS
Moneycontrol Pro Panorama | The sauce that markets love
In today's edition of Moneycontrol Pro Panorama: BJP takes pole position for 2024, quick commerce gains edge over kirana stores, Myanmar's civil war poses risks for India, jobs growth cause for concern, and more
BUSINESS
HUL: After splitting beauty and personal care, what’s next?
HUL’s decision to split its beauty and personal care division mirrors a similar move by Unilever. Will it follow suit on its parent’s latest big initiative is a question investors should be asking
BUSINESS
Chart of the Day: Is Quick Commerce gaining an edge over kirana stores?
A recovery in FMCG sales in urban markets is good news all around but what explains the worries facing India’s mom-and-pop stores?
BUSINESS
Moneycontrol Pro Weekender: A warm winter chill?
Thursday’s GDP data followed by Friday’s PMI print support the strengthening of India’s economic outlook. India’s Q2 GDP growth came in hot at 7.6 percent, much higher than the RBI’s estimate of 6.5 percent. If the central bank could get it so wrong, maybe forecasters could console their own misses.
BUSINESS
Moneycontrol Pro Panorama | Not another COP-out, please
In today's edition of Moneycontrol Pro Panorama: We already know what will happen at COP28, a new must-have charter for Railways, how fast can Big Tech grow?, the time for action on global warming is now, and more
BUSINESS
Moneycontrol Pro Panorama | Can IBC explain the private capex animal’s weak spirits?
In this edition of Moneycontrol Pro Panorama: India’s climate change adds to daunting challenges, the contradictions at the heart of OpenAI, Yediyurappa’s son needs to win over the seniors, faceless audit needs a humane touch, and more
BUSINESS
Moneycontrol Pro Panorama | Waning of the ESG investing phenomenon
In today's edition of Moneycontrol Pro Panorama: India using global forum to tweak its diplomacy, differing visions of AI, a reprieve for China after Biden meet, India Inc's boardrooms need to look younger, and more
BUSINESS
Have FMCG companies shot themselves in the foot?
A gradual cut in prices to pass on lower costs to consumers is hurting volume sales growth. What lies ahead for FMCG companies
BUSINESS
Moneycontrol Pro Panorama | Getting ready to welcome Santa
In this edition of Moneycontrol Pro Panorama: India becomes outsourcing capital of the world, a sad end to Subrata Roy's story, small FMCG brands take the cake, challenge for Biden-Xi to continue engagements despite tensions, and more
