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Vatsala Kamat

Senior Associate Editor

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Moneycontrol Pro Panorama | Will M&As be the flavour of 2024?

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

A challenging road for forgings exporters as global truck demand stutters

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

Moneycontrol Pro Panorama | Fed’s last-mile quandary is no worry for markets

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

The tale told by recent tyre price cuts

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

Moneycontrol Pro Panorama | ‘Tis the time to cherry-pick stocks

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

Has the SEBI chief finally reined in the raging bulls?

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

Amid weak demand, cotton price surge adds to woes of yarn mills

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

Moneycontrol Pro Panorama | FAME II subsidy scheme, if extended, can turbo charge EV demand

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

Chart of the Day: Insights on gender bias and pay gap

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

Tata Motors’ demerger offers investors a global car maker in JLR

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

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 

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