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Vatsala Kamat

Senior Associate Editor

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Tata Motors demerger: JLR in the driver's seat for PV valuations

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 

Moneycontrol Pro Panorama | Reliance-Disney deal: A box office hit?

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

The compelling case for investing in REITs

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

Moneycontrol Pro Panorama | Start-up ethos put to test

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

MC Pro Quick Take | Auto product mix aids M&M’s Q3 performance beat

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

Can Ashok Leyland’s de-risking strategy offset industry slowdown?

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

Moneycontrol Pro Panorama | Why did monetary policy disappoint the Street?

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

Why road construction firms are on a slippery terrain

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

Moneycontrol Pro Panorama | As government capex peaks, will private sector take over?

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

No direct sops to boost demand for affordable homes in interim Budget

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

Higher infra allocation in interim Budget fails to satiate investors

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 

MC Pro Quick Take | Has Maruti's margin expansion peaked?

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 

Oberoi Realty: Stable cash flows key to sustaining growth plans

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

MC Pro Quick Take | ACC’s shares vault on stellar turnaround in Q3 FY24

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 

Moneycontrol Pro Panorama | Auto stocks' value baked into price

BUSINESS

Moneycontrol Pro Panorama | Auto stocks' value baked into price

In this edition of Moneycontrol Pro Panorama: China's Maldives move a revenge against India, interim budget must focus on capex, fintechs day of reckoning is nigh, Indian start-ups and their funding saga, and more

Budget Snapshot: Cement supply uptick may keep prices in check

BUSINESS

Budget Snapshot: Cement supply uptick may keep prices in check

Robust rebound in demand and sharp drop in input prices lifted operating margins of cement firms in the past few quarters

MC Pro Quicktake | Bajaj Auto: Two-wheeler sales rev up to boost Q3 profits

BUSINESS

MC Pro Quicktake | Bajaj Auto: Two-wheeler sales rev up to boost Q3 profits

A strong push to domestic sales of its two-wheelers coupled with cost management saw its performance tick all the right boxes 

Budget 2024: Scope to unlock tourism potential

BUSINESS

Budget 2024: Scope to unlock tourism potential

Economies gain when tourism flourishes as there would be a multiplier effect on several industries

Moneycontrol Pro Panorama | Are the odds against equities rising?

BUSINESS

Moneycontrol Pro Panorama | Are the odds against equities rising?

in today's edition of Moneycontrol Pro Panorama: India’s rising energy demand paves way for BHEL, increasing capex spends in interim budget risky move, lessons to learn from HDFC Bank’s crash, in Sheikh Hasina's new cabinet pro-India voices fade, and more

BHEL looks at opportunities in India’s rising energy demand

BUSINESS

BHEL looks at opportunities in India’s rising energy demand

Analysts estimate that power consumption growth of 8-10 per cent will unleash an order potential of 8-12 gigawatt (GW) in the industry between FY2023 and FY2026

Budget Snapshot: Will government risk increasing capex spends in interim budget?

BUSINESS

Budget Snapshot: Will government risk increasing capex spends in interim budget?

Strong tax collections and benign commodity prices have provided more fuel for the ongoing fiscal consolidation

Moneycontrol Pro Panorama | Budget 2024 and the capex conundrum

BUSINESS

Moneycontrol Pro Panorama | Budget 2024 and the capex conundrum

In today's edition of Moneycontrol Pro Panorama: India should join the Bitcoin party, foreign investors to drive Indian equities in 2024, catalysing start-ups growth and investment, real test for Shinde Sena-BJP-Ajit Pawar lies in winning elections, and more

Budget Snapshot: Corporate capex share drops to decadal low

BUSINESS

Budget Snapshot: Corporate capex share drops to decadal low

Budget 2024: A large share of investments appears to be coming from government and households, which includes residential real estate

Can Budget 2024 lift demand for affordable housing?

BUSINESS

Can Budget 2024 lift demand for affordable housing?

Falling demand for affordable housing bares anomalies in sops and incentives given for affordable housing

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