BUSINESS
Moneycontrol Pro Panorama | Quest for fair value gets tougher in the AI world
In this edition of Moneycontrol Pro Panorama: US trade deal offers upside beyond immediate recovery, Mamata Banerjee's legal intervention helps reset political narrative, rising credit risks make asset quality a key concern, legacy automakers regain ground as two-wheeler demand expands, and more
BUSINESS
KEC International: Robust order flows, but weak execution weighs down margins
Execution delays and time taken on claims settlement are a drag on profitability
BUSINESS
Lower US tariffs, EU market access: Double bonanza for Indian auto parts makers
Lower US tariffs, EU market access: double bonanza for Indian auto parts
BUSINESS
Indo-US trade deal: Timing couldn’t have been better for India’s struggling textile exports
India’s cotton textiles were grappling with potential loss of share in the large US market and rising costs on home turf
BUSINESS
Will data centres become the new infrastructure hotspot, post Budget?
The tax holiday for data centres will enhance India’s competitiveness in the global landscape and spur capex in related sectors too
BUSINESS
Centre keeps foot on capex pedal, provides incentives for private sector to step up
With few signs of animal spirits reviving in private sector capex, the Budget spelt out innovative financing measures and new areas of growth to sustain momentum
BUSINESS
Moneycontrol Pro Panorama | Economic Survey calls for bolder bets by India Inc in new global order
For this Moneycontrol Pro Panorama edition: Economic Survey urges India Inc to rethink risk and productivity, rupee strength masks deeper macroeconomic vulnerabilities, bond markets brace for fiscally disciplined Budget, banks face funding pressure as deposit growth lags, and more
BUSINESS
Big realty firms Q3 results show some cracks in luxury home sales
Big realty firms Q3 results show some cracks in luxury home sales
BUSINESS
Moneycontrol Pro Panorama | Greenland issue thaws, but financial markets on thin ice
In this Moneycontrol Pro Panorama edition: India gains prominence as global trials diversify, trade tensions and yen moves pressure rupee, investors retreat as US economic confidence weakens, positive signals hide deep stress in affordable housing, and more
BUSINESS
Budget Snapshot: Optimism masks the struggling affordable housing story
The need of the hour is to correct the divergent trend between rising luxury home sales and a struggling mass housing segment
BUSINESS
With no tariff break, textile mills grapple with falling fortunes
Reinstating 11% import duty on raw cotton has seen local prices move up in tandem, eroding profitability of cotton spinning mills already reeling under steep US tariffs
BUSINESS
Moneycontrol Pro Panorama | What do early results signal? Is the worst behind IT?
For this Moneycontrol Pro Panorama edition: Geopolitics strain alliances over Greenland’s resources, low inflation contrasts with strong policy messaging, infrastructure spending to support cement demand, and more
AUTOMOBILE
Budget Snapshot: Need for sops to rev up EV adoption remains
Global car buyers are putting the brakes on adoption of electric vehicles, with many shifting back to internal combustion engines
INFRASTRUCTURE
Cement sector banks on infra push in Budget as pricing pressure looms
The weakness in cement prices, amid input cost pressures and rupee depreciation, is a challenge for expansion in profit margins
BUSINESS
Moneycontrol Pro Panorama | Which way will Indian equities swing in 2026?
For Moneycontrol Pro Panorama edition: India takes a divergent fiscal approach than ASEAN states, domestic demand underpins economic growth recovery, festive demand boosts auto sector earnings outlook, political risks cloud gig economy startups, and more
AUTOMOBILE
Post-festive sales surge drives earnings upgrade in auto sector
Sharp GST cuts that fired up auto sales and rate cuts are tailwinds that are revving up sales across vehicle segments
BUSINESS
Margins crack raising financial viability concerns for road construction firms
Large sized firms are better poised to weather the risks arising from high competition, weak order flows and long working capital cycles
BUSINESS
REITs accelerate institutional money flows in India’s office realty market
REITs have delivered stellar returns of about 40-50 per cent from healthy assets in the office property market
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
