BUSINESS
Moneycontrol Pro Panorama | Will M&As be the flavour of 2024?
In today’s edition of Pro Panorama: Disrupter’s moment of truth, churn in startup funding, data makes a new statement, the need for 3R and more
WORLD
A challenging road for forgings exporters as global truck demand stutters
Sluggish CV sales growth in 2024 may be a blip, given that new emission norms effective in US from 2027 may lead to pre-buying, which will once again augur well for forging companies
BUSINESS
Moneycontrol Pro Panorama | Fed’s last-mile quandary is no worry for markets
In this edition of Moneycontrol Pro Panorama: India's rising inequality not a political handicap, gold to glitter more in 2024, thermal plant incentives a boon for NTPC, BJP can overtake TMC in Bengal, and more
EARNINGS
The tale told by recent tyre price cuts
The price cut particularly in truck tyres paints a cautious outlook for CV demand and tyre sector's profitability that may have peaked
BUSINESS
Moneycontrol Pro Panorama | ‘Tis the time to cherry-pick stocks
In this edition of Moneycontrol Pro Panorama: SEBI tries to rein in the raging bulls, SKM split threatens farmers’ agitation, is India-EFTA trade agreement achievable, alleged illegal stock options transaction saga continues, and more
INDIA
Has the SEBI chief finally reined in the raging bulls?
While the near-term positives are already priced into valuations, there are some challenges from weak domestic consumption and slow exports
BUSINESS
Amid weak demand, cotton price surge adds to woes of yarn mills
The textile industry utilisation levels remain a concern globally and hence, any spurt in cotton prices would certainly tell on industry profit margins
BUSINESS
Moneycontrol Pro Panorama | FAME II subsidy scheme, if extended, can turbo charge EV demand
In this edition of Moneycontrol Pro Panorama: Indian bond market riding high, advertisers disagree with consumption spending data, gender bias perception higher in affluent women, the rise and fall of mutual funds, and more
INDIA
Chart of the Day: Insights on gender bias and pay gap
Perception of gender bias and pay gap is higher among affluent women although there is evidence of greater women's participation at work place and on company boards
BUSINESS
Tata Motors’ demerger offers investors a global car maker in JLR
The demerger offers investors the twin benefits of participating in the domestic CV segment while also getting an opportunity to own a pure-play global car company
BUSINESS
Tata Motors demerger: JLR in the driver's seat for PV valuations
The demerger's timing is opportune given the easing debt overhang of JLR and news of an IPO by Hyundai on Indian bourses and will offer Indian investors the opportunity to own a pure-play global car company
BUSINESS
Moneycontrol Pro Panorama | Reliance-Disney deal: A box office hit?
In today's edition of Moneycontrol Pro Panorama: What Q3 GDP numbers fortell, a billion-dollar boost to the pharma stocks, India could lead the way in AI technology, slump in iron ore prices concerns steel makers, and more
BUSINESS
The compelling case for investing in REITs
A lower pace of supply in the office market along with improving occupancy levels and lease rentals augurs well for REIT unit holders
BUSINESS
Moneycontrol Pro Panorama | Start-up ethos put to test
In this edition of Moneycontrol Pro Panorama: Indian pharma market on a new high, M&M’s performs better int he latest quarter, unaccounted political funding needs more clarity, and more
BUSINESS
MC Pro Quick Take | Auto product mix aids M&M’s Q3 performance beat
The company expanded market share in the farm equipment segment where it commands a leadership position, notwithstanding challenging times
EARNINGS
Can Ashok Leyland’s de-risking strategy offset industry slowdown?
After two years of good growth, the commercial vehicles industry is seeing sales growth shift to the slow lane
BUSINESS
Moneycontrol Pro Panorama | Why did monetary policy disappoint the Street?
In today's edition of Moneycontrol Pro Panorama: BJP looking to expand its support base down south, headwinds for commercial vehicles sale a small blip, PM Modi's clarion call may save energy investment, Pakistan goes to polls amid severe crisis, and more
INDIA
Why road construction firms are on a slippery terrain
Given the lacklustre order flows in the roads sector, diversified firms with exposure to railways, water and defence are better poised for the near term
BUSINESS
Moneycontrol Pro Panorama | As government capex peaks, will private sector take over?
In this edition of Moneycontrol Pro Panorama: Mixed success for ITC, lessons from the Paytm debacle, can Jharkhand's new CM hold the JMM together, auto sales January data shows a mixed trend, and more
INDIA
No direct sops to boost demand for affordable homes in interim Budget
Development of infrastructure network, by way of roads, dedicated freight corridors, railway stations, etc will boost demand for housing in Tier 2 and 3 cities
BUSINESS
Higher infra allocation in interim Budget fails to satiate investors
The government has retained its focus on infrastructure creation but the real action for companies is after a new government is elected
BUSINESS
MC Pro Quick Take | Has Maruti's margin expansion peaked?
Q3 was good but stiff competition in PVs and rising input costs could turn into headwinds in coming quarters
BUSINESS
Oberoi Realty: Stable cash flows key to sustaining growth plans
Oberoi’s stuttering pre-sales in key large projects and deferred plans on a new one have raised concerns on near term growth
BUSINESS
MC Pro Quick Take | ACC’s shares vault on stellar turnaround in Q3 FY24
Robust demand and higher-than-expected profit margin reflect improved operational efficiency
