BUSINESS
This is how India can become a global player in auto parts
India must attempt import substitution as a starting point to boost exports of auto parts
BUSINESS
Make-in-India and the cost conundrum for domestic AC makers
India’s AC market size at present is just six or seven million units, which is also not a patch on China’s market size of 90-100 million units
BUSINESS
Tata Motors’ zero debt target a positive step, but risks aplenty
Reducing costs, improving business efficiencies to increase profits and improve free cash flows, and selling a stake in non-core businesses could help achieve the objective
BUSINESS
GST rate cut for two-wheelers: Time for action, not mere announcements
Those in favour of a tax cut point to the strong backward linkages of the auto sector that would help in accelerating economic growth
BUSINESS
Indian manufacturing’s last chance
India must seize the opportunity that the pandemic and the new Cold War have provided to lure manufacturing multinationals away from China
BUSINESS
Capital goods stocks rally, but haze over sector remains
Short-cycle order inflows are likely to remain under pressure in the near term
BUSINESS
Things should be back to normal by September, says MD of Shriram Transport Finance
Although interest rates have come down now, the moratorium has made the outlook for the NBFC sector uncertain, says Umesh Revankar
BUSINESS
Demand recovery elusive as auto retails in low gear
Pent-up demand in urban areas too led to the initial off-take in demand post-lockdown. But that this cannot sustain an uptrend is now becoming clear
BUSINESS
Crack in cement prices amid shaky demand poses risks to profitability
Was it only pent-up demand and supply disruptions that sustained high cement prices in the past two months?
BUSINESS
Interview | Central banks, more than fundamentals, driving market rally, says CIO of ICICI Prudential AMC
We are at the worst point possibly in the economic cycle but not the market cycle, says S Naren
TRENDS
WFH puts office property market at a crossroads
Is there a change in sentiment that might reverse the WFH model and draw employees back to their office in India? Will companies adopt WFH as a new normal to save costs? The jury is still out, says a report from Kotak Institutional Equities Research
BUSINESS
Will new chief Thierry Bollore be able to steer JLR out of its existential crisis?
JLR’s fundamentals show a battered auto company facing stiff competition amid rapidly changing technological and market dynamics, apart from the pandemic
BUSINESS
Interview | Automakers are looking to increase volumes first and foremost at present: R C Bhargava
BUSINESS
Will REITs bring back investor confidence in realty?
Fueling the optimism is the 20 percent plus return given by the Embassy IPO since its listing compared to a negative return by the BSE Realty index during the period
BUSINESS
The need of the hour in infrastructure is to think beyond boycotting China and build expertise
Will cancellations of contracts given to Chinese companies and re-tendering processes cause delays in infrastructure development? Or will pushing back Chinese investments benefit infrastructure companies at home?
BUSINESS
As hopes of government sops wane, auto investors stare at bleak prospects
SIAM’s repeated requests to the government for a temporary 10 percent cut in GST across auto segments, are justified. Also, an incentive-driven scrappage policy and procurement programme for diesel/CNG business by state transport undertakings could spur sales and alleviate tepid demand
BUSINESS
Surging diesel prices a tipping point for auto industry
A series of events such as BS-VI compliance, rising cost of insurance and narrowing fuel price differential are together driving India’s auto industry to re-look at product and market strategies
BUSINESS
Luxury hotels may be the last to recover from the pandemic
Occupancy rates of luxury hotels may drop to 30-40 percent, a multi-year low and a steep fall from an average of 65 percent in FY20 and 69 percent in FY19, say analysts
BUSINESS
BS-VI transition concerns ebb for two-wheelers as rural tailwinds boost sales
With the virus showing little signs of abating, commuters in semi-urban and urban areas would shun public transport for some time. At the same time, salary cuts and concerns on job security may push consumers to opt for relatively low-priced options
BUSINESS
It’s not just the pandemic that may prevent L&T from achieving its high RoE goal
Return ratios will be under pressure due to elevated need for working capital
BUSINESS
Will the India-China stand-off drive India’s auto industry to Atmanirbharta?
Although there has been no formal announcement by the government to ban imports from China, the industry’s concerns are not unfounded
BUSINESS
Home developers caught between high costs and the need to drop prices
Will residential property prices see a steep correction soon?
BUSINESS
Hefty impairment charges raise doubts over auto firms’ global aspirations
Apart from supply-chain management amid political tensions and tariff negotiations between countries, auto companies are facing shorter cycles of innovation, product development and production.
BUSINESS
Why cement companies prefer to conserve cash over growth in the near term
