BUSINESS
Moneycontrol Pro Panorama | A bumpy ride ahead for auto sector?
In this edition of Moneycontrol Pro Panorama: Voltas risk of loss looms large, Crypto firms call for tax reductions, investors stick with Federal Bank, EV sales drop sharply, and more
BUSINESS
Premiumisation in tyres can partially mitigate cost pressure: Anuj Kathuria, President (India) JK Tyre & Industries
We need to be watchful of rising commodity prices. The cost of JK Tyre's raw material basket may move up by about four per cent this fiscal
BUSINESS
Moneycontrol Pro Panorama | UltraTech cements its no1 position
In today's edition of Moneycontrol Pro Panorama: Copper rally moves into the red zone, its advantage India as global supply chain shifts, RBI wants to rein in credit cards, Akali's push Punjab politics into more chaos, and more
BUSINESS
Amara Raja’s risky yet compelling bet on L-ion batteries
Amara Raja’s leap into L-ion battery making is a positive step though its success will hinge on the customers and market share it can garner vis-à-vis competition
BUSINESS
Has the upcycle in passenger vehicles sales growth played out?
Several reasons such as price hikes, high interest rates and a high base of PV sales may have led to growth rates tapering in recent months
BUSINESS
Moneycontrol Pro Panorama | Rural consumption conundrum
In this edition of Moneycontrol Pro Panorama: Second half of FY25 may bring rate cuts, researchers predict lower inflation than RBI forecast, what MSP hike holds for the Kharif season, informal workers' situation shows no improvement, and more
BUSINESS
Robust demand for office leasing but vacancy risks lurk
Strong growth in global capability centres, banking and financial services and flex work spaces in addition to start-ups is driving demand for office spaces
BUSINESS
Chart of the Day: Hotels capex vaults in CY2023 but below CY2019
Steadily improving occupancy rates and average room rates have pushed up confidence in the hotel sector leading to five-fold increase in capex in FY2023
BUSINESS
Hyundai IPO: What’s in it for the Korean parent and the Indian investor?
India is a priority market for Korea’s HMC. Q12024 global sales showed that India grew at 11.5 per cent yoy compared to US and Europe that grew at 5 and 6 per cent respectively, albeit on a lower base
MARKETS
Ambuja's takeover of Penna Cement brings market share gains, synergies
Ambuja Cement’s acquisition of Penna Cement gets it a foothold in the competitive southern landscape, but turnaround of this ailing entity is a challenge
BUSINESS
Moneycontrol Pro Panorama | More indications of a soft landing
In this edition of Moneycontrol Pro Panorama: Startups losing sheen for employees, unfavourable policy fear lingers for sugar mills, policies to boost affordable housing, misplaced infrastructure priorities limit India’s economic potential, and more
BUSINESS
A multi-pronged approach, not mere targets, can boost affordable housing
The present PMAY scheme and the faltering pace of affordable housing that fell short of its earlier targets has evoked a great deal of criticism
BUSINESS
As retail inventory falls, India must up its game in global cotton textiles
Falling cotton prices augur well for India’s yarn spinning and weaving mills that are seeing demand improvement in domestic and overseas markets
BUSINESS
Moneycontrol Pro Panorama | Will the stars align in favour of consumption?
In this edition of Moneycontrol Pro Panorama: Andhra's alcobev companies in high spirits, public sector banks must be on new government's agenda, need better plan to avoid load shedding, call for action on land restoration, and more
BUSINESS
Electric vehicles: Miles to go before reaching the EV goalpost
The expiry of FAME II subsidies had seen a drop in EV sales lately. However, the automobile industry has been proactive in its efforts to invest in new electrification technology supported by government initiatives. Will a newly elected government continue these initiatives?
INDIA
Will infrastructure capex lose steam under the new government?
The NDA winning the 2024 elections with a slimmer majority raises a pertinent question whether government outlay on infrastructure will continue with the same fervour as seen in the past
BUSINESS
Moneycontrol Pro Panorama | S&P ups India's rating outlook, but investors wait for poll results
In today's edition of Moneycontrol Pro Panorama: Indian startups' funding crisis a temporary hiccup, demand grows for lab-grown diamonds, can oil rally sustain momentum, recoveries through insolvency code remains low, and more
INDIA
New EPR provisioning adds to cost pressures of tyre makers
The need to provide for EPR is an added pressure on profit margins of tyre companies at a time when input costs are also inching up
MARKETS
Expect low to mid-teens earnings growth in Nifty during FY25: Kunal Vora of BNP Paribas
Upgrades are seen in PSUs, pharma and auto companies in the last few quarters, but there have been disappointments in sectors like consumer staples, IT services and metals
BUSINESS
Moneycontrol Pro Panorama | The force called Nvidia in artificial intelligence
In this edition of Moneycontrol Pro Panorama: India’s shareholders are flexing their muscles, RBI fattened government's purse but at what cost, need to make climate finance fair and equitable, Byju's founder must take a backseat for the company to survive, and more
INDIA
Siemens: Business rejig a step towards greater profitability
Sale of its India wind turbine business is Siemens Energy’s strategic move to stem losses and makes a choice to focus on lucrative markets such as the US and Europe
BUSINESS
Moneycontrol Pro Panorama | Cooling US inflation good news for emerging markets
In today's edition of Moneycontrol Pro Panorama: India may have a better chance with EU over China, Chabahar port can be India's door to Central Asia, rural economy continues to slump, are corporate laws effective in preventing corporate frauds? and more
EARNINGS
Capital goods firms’ results reflect varying sectoral prospects of domestic economy
Recent results of cap goods firms mirror robust infrastructure capex in the country translating into good order flows, but some near-term hiccups in orders from process industries and large orders
EARNINGS
Tata Motors: Risks to growth mar euphoria over zero debt
The management narrative of moderation in sales for some geographies and auto segments along with rise in costs suggests that earnings growth has peaked for the near term
