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
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
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
BUSINESS
Budget 2024: Scope to unlock tourism potential
Economies gain when tourism flourishes as there would be a multiplier effect on several industries
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
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
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
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
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
BUSINESS
Can Budget 2024 lift demand for affordable housing?
Falling demand for affordable housing bares anomalies in sops and incentives given for affordable housing
BUSINESS
Moneycontrol Pro Panorama | Did markets react too soon to rate cut possibilities?
In today's edition of Moneycontrol Pro Panorama: India's Teesta failure allows China to swoop in, growing solar energy capacity brings challenges, steel industry faces a new risk, stick to your investment strategy amid market bubble, and more
EARNINGS
Will traction in 2W sales alleviate concerns of K-shaped recovery?
Robust sales in entry-level 2W is a positive, but the low base effect, replacement demand and festive cheer may wear off
INDIA
2024 could be the year of alpha stock pickers than macro chasers, says S Krishnakumar
Are Indian equities overvalued, what’s the interest rate outlook, what themes will play out in 2024, which sectors could do well, what risks lie ahead for investors? The founder of Lion Hill Capital and former CIO-Equities of Sundaram MF answers these questions and more
BUSINESS
Moneycontrol Pro Panorama | Debunking the myth of a close correlation between the economy and the market
in this edition of Moneycontrol Pro Panorama: RBI warns on growing bank-NBFC linkage, will CESC’s pivot resolve valuation woes?, will startups take wing in 2024, long-term investments a safer bet, and more
BUSINESS
Will lower incentives play spoilsport for Ola Electric’s IPO?
Operating losses in the initial years may not dampen investor sentiment but any dip in sales volumes could change earnings forecasts
BUSINESS
Moneycontrol Pro Panorama | Correction signals caution!
In this edition of Moneycontrol Pro Panorama: IT sector faces headwinds as clients cut spending, stable rupee set to gain in 2024, researchers warn against hasty rate cuts, 2023's turbulent geopolitics will spill over to next year, and more
BUSINESS
Market share trend points to consolidation in e2Ws
The share of top four original equipment manufacturers (OEMs) in e2Ws has soared to 76 per cent in recent months, mirroring the pattern in ICE segment
BUSINESS
Moneycontrol Pro Panorama | Investors’ carpe diem moment
In today's edition of Moneycontrol Pro Panorama: China’s approach to Myanmar crisis a lesson for India, investment horizons inch up in emerging markets, the future of oil prices depends on these 3 nations, India’s tech army is growing, and more
BUSINESS
Multiple woes take the fluff off cotton spinning mills
Yarn spinners are in a rut with low realisations and spiralling costs squeezing profit margins
BUSINESS
Moneycontrol Pro Panorama | Paytm's fall turns spotlight on policy risks
In today's edition of Moneycontrol Pro Panorama: India’s climate commitments and compulsions explained, major capex surge expected in power sector, building moats key to start-up success, this ferro chrome stock maybe tough enough, and more
INDIA
UltraTech Cement’s playbook to get future-fit
UltraTech’s steps to ensure market leadership, timely expansion and ESG compliance should help sustain the stock’s premium valuations
BUSINESS
Shriram Finance aims to be a multi-asset company, says executive vice-chairman Umesh Revankar
Over the next five years, we would like to grow the SME portfolio by expanding in regions other than the south, which has been significant so far
BUSINESS
Moneycontrol Pro Panorama: Takeaways from the OpenAI saga
EARNINGS
A weakening tractor cycle may crimp M&M’s profitability
While there is no complaining about M&M’s utility vehicle segment, the anticipated weakness in tractor sales may be a drag on profitability
