BUSINESS
Ambuja Cements: Structural rejig to drive superior returns
Capacity increase and operation cost reduction to aid profits in the long run
BUSINESS
Moneycontrol Pro Panorama | Will silver continue to sparkle in 2026?
For Moneycontrol's Pro Panorama December 18 edition: India updates stockbroker regulations, Europe’s policy impacts Indian steel exports, cotton textiles hit by tariff pressures, Kerala municipal poll marks change, and more
BUSINESS
Cotton textiles face warped road amid mounting tariff pressures
The government’s timely move to temporarily suspend import duties on raw cotton has given a leg up to Indian textiles at least for the near-term
BUSINESS
Nifty offers 12% upside on weak capex, stretched valuations: BofA's Amish Shah
Given the belief that capex growth will continue to disappoint, we are negative on anything linked to capex- steel, cement and the industrial sector, says Shah
BUSINESS
Moneycontrol Pro Panorama | Another Fed rate cut, what’s the outlook for Indian equities?
In Moneycontrol's Pro Panorama December 11 edition: AI gold rush and India’s role in it, the Netflix strategy that Indian IT can replicate, a new party may alter Bengal's voting trend, and more
BUSINESS
Data Story | Why the K-shaped recovery in consumption is likely to continue
A host of factors from inflation and weak wage increase have led to lower household savings
TRAVEL
Data Story | Domestic tourism is spicing up India's hotel sector across segments
Dependence on foreign tourists has waned. Differential in demand-supply of hotel rooms is likely to widen between FY25 and FY31 on the back of strong domestic travel
BUSINESS
Moneycontrol Pro Panorama | GST reset fuels auto engine
Moneycontrol Pro Panorama December 2 edition: RBI's liquidity measures clearer than rate cuts, revised tax regime could impact ITC investors, EPC firms face deteriorating working capital, new AI equation and India’s role in shaping the future and more
INFRASTRUCTURE
Chart of the Day | EPC firms’ working capital cycle deteriorates, margins slip
Slower execution of projects and payment issues mainly in roads sector put EPC firms in a tight spot
BUSINESS
Moneycontrol Pro Panorama | IPO Paradox: Fundraising soars, returns shrink
Moneycontrol Pro Panorama November 27 edition: IMF advises India to keep policy flexible until clarity on US tariff, the banking liquidity crunch is likely to continue, understanding the cash market surge, can AI misuse really be stopped, and more
AUTOMOBILE
Rising lead prices apart, there are other posers to battery makers’ earnings
The ability to pass on lead price increase to customers and smooth transition to L-ion cells will determine profitability in the near term
BUSINESS
Moneycontrol Pro Panorama | A new AI order is reshaping real estate
Moneycontrol's Pro Panorama November 21 edition: CAG audit reveals problems in Delhi's broken bus services, India’s private banks get another shot at wealth, impact of new emission norms on construction equipment makers, Asim Munir’s nuclear rattling runs the risk of an escalation, and more
INFRASTRUCTURE
Data Story | Why is Corporate India cautious on capital expenditure?
September quarter results show order flows growth for capital goods firms slowed, barring that of the power sector
BUSINESS
Moneycontrol Pro Panorama | Bets rise on rate cut in December as inflation tanks
In November 13 edition of Moneycontrol Pro Panorama: GST cuts shine but food deflation rings alarm, Silver and Gold ETFs power up India’s passive fund AUM, India’s consumer brands and lessons to learn, and more
BUSINESS
Multiple headwinds pose risk to ABB’s margin outlook
Apart from subdued order flows, margins could be weighed down by several factors including rising competition
TECHNOLOGY
Amid surging exports, Bajaj Auto has a bumpy ride on home ground
All eyes on the power-packed new motorcycle launches that should help Bajaj Auto move its market share higher
BUSINESS
Moneycontrol Pro Panorama | Rising trust in India’s REIT landscape
In today’s edition of Pro Panorama: SBI throws up a surprise, Sun Pharma stays in shape, IMF’s take on fiscal deficit, L&T’s foreign flavour and much more
INFRASTRUCTURE
Chart of the Day | L&T’s rising overseas orders -- more to flow?
The IEA estimates that the Middle East could account for about 20 per cent of global hydrogen-focused renewable capacity by 2028
BUSINESS
Data Story: Long haul for e-buses to make a mark on Indian roads
E-bus penetration is rising but here’s why the rate of adoption is still abysmal
BUSINESS
Moneycontrol Pro Panorama | US Fed cuts rates, but foggy road ahead
In October 30 edition of Moneycontrol Pro Panorama: Indian sugar mills in sticky ethanol spot, time to dream big and embrace global expansion, India’s consumption boom must power its manufacturing future, and more
BUSINESS
Chart of the Day | What improved toll revenue, freight movement tell us
Steady rise in toll revenue reflects revised fees, efficient tolling, and higher share of heavy vehicles
TECHNOLOGY
What puts TVS Motor's profit growth in top gear
With sales growth stable and outpacing peers, TVS' profit margin expansion and market share increase should support the stock's rich valuations
BUSINESS
India's Economic Boom: A look beyond the GDP numbers at the structural challenges ahead
If growth is strong, if companies are investing and the government is also spending, then a demand resurgence should be seen and it should also show up in product prices. Why then is core inflation (which is demand side) so low? Why is urban demand relatively weak? Is there a challenge from cheap Chinese imports?
BUSINESS
Bharat Forge finds strength on home ground even as de-risking strategy pays off
Timely India-centric strategy and de-risking business into non-auto segments augurs well in times of global trade tensions
