BUSINESS
A recovery in China’s economy will see industrial metals benefit
The IMF has revised its growth forecasts for China upwards and fund managers are singing a positive tune. The big question is if it will play out as forecast
BUSINESS
Moneycontrol Pro Panorama | Five questions on investors minds
In today's edition of Moneycontrol Pro Panorama: SBI’s Q2 result shows retail focus, global food inflation slips, Bhutan seeks India's support as China threat looms, democracy loses AI favour to authoritarianism, and more
BUSINESS
Moneycontrol Pro Panorama | Winds of change are blowing at Unilever
In this edition of Moneycontrol Pro Panorama: The special case of expiry-day strategies, SEBI needs to nip the scam in the bud, global steel output loses momentum, implications of Nawaz Sharif’s return, and more
BUSINESS
Moneycontrol Pro Panorama | Finding the right blend
In this edition of Moneycontrol Pro Panorama: Gaza war prompts power games in the region, trade war looms over environmental issues, MSP important part in India’s food security, India at centre of global steel demand, and more
BUSINESS
Why are ITC shares following HUL’s example despite a better earnings show?
In the first half of trading, ITC’s shares have fallen by 2.4 percent while HUL’s shares are down 2.1 percent
BUSINESS
HUL Q2: The waiting game gets longer for investors
In a highly competitive market, HUL’s focus on profitability is hurting sales growth. What can change its fortunes for the better?
BUSINESS
DMart’s apparel category awaits a stitch in time
The first half of FY24 saw the declining share of DMart’s general merchandise and apparel segment continue, hurting its gross margin
BUSINESS
Moneycontrol Pro Panorama | Shareholders in the driver’s seat
In this edition of Moneycontrol Pro Panorama: The comeback of the bond vigilantes, can biofuels solve the carbon problem, can Gehlot's charm work magic in Rajasthan, uncertain times surround oil markets, and more
BUSINESS
Will a ban on sugar exports doom sugar mills?
Investors need to consider a host of factors and sugar exports is just one of them
BUSINESS
Moneycontrol Pro Panorama | A new minefield to navigate
In today's edition of Moneycontrol Pro Panorama: Domestic food inflation remains cause for concern, shouldering responsibility for ecological damage, weak macros hurt demand, RBI paints dismal consumption growth story, and more
BUSINESS
FMCG outlook dulls as anticipated volume recovery not visible yet
Weak macros appear to be hurting demand, particularly among lower income consumers in the rural and possibly urban areas
BUSINESS
Should investors be getting excited about the World Cup?
A tournament of this size in a country that lives and breathes cricket is leading to market chatter about sectors where a consumption-led surge could see stocks benefit
BUSINESS
Vedanta’s demerger is a clean one, but leaves some questions unanswered
The demerger will see individual businesses find their true market value but how debt will be apportioned and how it will address the promoters’ debt challenge is unclear.
BUSINESS
Hindustan Zinc demerger: Why try and fix something that’s not broken?
Unlocking value in its silver business appears to be the main motivation of the demerger for HZL. Could the promoters be contemplating selling part or all of their stake in the silver company and then use those proceeds to meet their debt obligations?
BUSINESS
What will Vedanta’s demerger gambit achieve?
In a week where the parent company’s ratings were downgraded comes news that it will go ahead with a demerger of its businesses
BUSINESS
Moneycontrol Pro Panorama | A thawing of the MNC chill
In today's edition of Moneycontrol Pro Panorama: Fed's higher for longer narrative backfires, headwinds eating into cement firms' profit, Aluminium output picks up, IMEEC a breakthrough for trade globalisation, and more
BUSINESS
ITC: Why it may emerge as a surprise suitor in FMCG buyouts
The outlook for cigarettes has improved with rising mobility, particularly higher office occupancy rates. FY25 will see it normalise, raising the question of what next to drive growth
BUSINESS
Will FMCG stocks skid or steer through the oil price spike?
Brent crude is expected to touch $100 a barrel, posing a risk for the crucial home and personal care categories, but listed companies may have an ace up their sleeve
BUSINESS
Moneycontrol Pro Panorama | Which way will Jay walk?
In this edition of Moneycontrol Pro Panorama: Tata Steel UK the road ahead, Xi Jinping and his surreal rise, the effectiveness of microfinance, DMK’s Sanatan comment backfires, and more
BUSINESS
Tata Steel UK: A long, uncertain road lies ahead, despite funding support
The UK government’s grant was more than their earlier offer but less than what Tata Steel may have wanted. Even then, several pieces of the puzzle have to fall in place for the business to turn into a thriving one
BUSINESS
Why October could prove to be a turning point for Hindustan Unilever’s shares
Both HUL and Unilever have new CEOs at the helm and what a fresh pair of eyes brings to the strategy table should become clear post-September quarter results
BUSINESS
Moneycontrol Pro Panorama | G20 Summit: India’s moment
In this edition of Moneycontrol Pro Panorama: India to become next global AI hub, government funds look to solve grid storage issues, food inflation chills in August, G20 nations prepare for global challenges ahead, and more
BUSINESS
Vedanta Resources gets key reprieve with the return of Konkola Copper Mines
The Zambian asset’s return comes at a time when the company’s debt woes are affecting its credit ratings
BUSINESS
Moneycontrol Pro Panorama | Are Chinese imports a threat to Indian steelmakers?
In this edition of Moneycontrol Pro Panorama: BHEL could rise again like a phoenix, retail traders are making hay, PMI indicates strong GDP growth in Q2, kiranawalas regain their form, and more
