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
BUSINESS
Moneycontrol Pro Panorama | Will the good times in realty continue?
In this edition of Moneycontrol Pro Panorama: RBI’s credit deployment data add to existing anxiety, FMCG companies may have oversold themselves, investments in agtech is not enough to transform the sector, Indian telecom's leapfrog moment, and more
INDIA
Battery makers brace for transition to new energy solutions
Investors may see return ratios dip as capex in L-ion facilities and marketing strategies take time to fructify into sustainable revenue
BUSINESS
Moneycontrol Pro Panorama | Oil forecasts turn murky
In today's edition of Moneycontrol Pro Panorama: PMLA needs an urgent review, WeWork’s insolvency a warning to Indian startups, the long waiting game for India’s SEZs, will warehousing demand sustain, and more
BUSINESS
Moneycontrol Pro Panorama | Fed skips again, but are rate hikes behind it?
In today's edition of Moneycontrol Pro Panorama: IT sector’s refusal to take risks affects jobs, what’s firing up the IPO market?, can BJP and allies tackle the Maratha Reservation challenge, NTPC’s new capex plans should reassure investors, and more
COMPANIES
The Green Pivot: Rising conviction in TVS Motor’s EV strategy
After some initial hiccups, the success of its e2W iQube has set the stage for more domestic launches and exports
INDIA
Chart of the Day: What’s firing up the IPO market?
This year's IPO market is more broad-based and the momentum is likely to continue into 2H2024
WORLD
Stock market returns will be a lot lower than what people are used to: Sanjeev Prasad of Kotak Institutional Equities
The combined impact of a de-rating in multiples and lower earnings growth could result in moderate stock market returns in future
BUSINESS
NHAI’s continuing conundrum of rising costs, delays and debt
While NHAI's asset monetising attempts do fall short of targets, there is hope that toll collections would be robust, adding to funds
BUSINESS
Moneycontrol Pro Panorama | Bear grip tightens!
In today's edition of Moneycontrol Pro Panorama: Dabur's nightmarish scenario, aviation sector gets government boost, headwinds in domestic market saddle Voltas, India's online gaming sector is sinking, and more
EARNINGS
Voltas: Uncertain times weigh down valuations
Voltas may face pressure on margins in the near-to-medium term on account of challenges to its domestic AC business as well as international projects
BUSINESS
Moneycontrol Pro Panorama | The threat from higher bond yields
In today's edition of Moneycontrol Pro Panorama: Bank of Baroda fraud jolts banking sector, SEBI's tough stance on insider trading, funding winter continues for start-ups, India pushes for a space station by 2035, and more
BUSINESS
Chart of the Day: Electronics manufacturing services, India’s next sunrise sector?
The EMS sector could gain from expansion in the domestic electronics industry and a global shift away from China in production
STOCKS
Ashok Leyland: making the most of CV market momentum
What could surprise negatively is pressure on market share and stiff competition that may take a toll on pricing and profitability
BUSINESS
Moneycontrol Pro Panorama | Contrasting tale of foreign & domestic investors
In today's edition of Moneycontrol Pro Panorama: Hyderabad races ahead in luxury housing market, unemployment rates much lower than before COVID, Israel spends far more than its neighbours, sugar export ban worries investors, and more
BUSINESS
Are cotton textile stocks headed for a re-rating?
Even revenues of domestic readymade garment (RMG) makers are likely to improve in FY2024 and FY2025 compared to the last two years
BUSINESS
Indian REITs: Near-term risks will wane
Will a slowdown in US and Europe, the deepening property market crisis in China and high interest rates take investors away from Indian REITs?
BUSINESS
Moneycontrol Pro Panorama | Why are auto stocks sulking despite festive cheer?
In this edition of Moneycontrol Pro Panorama: China’s real estate woes, changing Maldivian politics a new challenge for India, how to stay ahead despite market volatility, RBI needs to check the rise of neobanks, and more
BUSINESS
Moneycontrol Pro Panorama | Why diesel carmakers may be left fuming
In this edition of Moneycontrol Pro Panorama: IEA stresses case for changing energy systems, what the demerger means for Vedanta, ISRO's cost cutting lessons for India Inc, BJP's risky gamble with women’s quota bill, and more
BUSINESS
Fuel prices apart, cement firms may face other risks too
With supply likely to outstrip demand in the next two years, there could be pricing pressure for cement makers
BUSINESS
Moneycontrol Pro Panorama | Did Powell rock the boat?
In this edition of Moneycontrol Pro Panorama: Inflation dampens apparel retailers' revenue, falling household savings hurts growth, start-up challenges need transparent regulations, Brent crude looks ready to breach $100-level, and more
INDIA
Private credit AIFs offer appealing risk-reward equation to investors: Shekhar Daga, ICICI Prudential AMC
We operate in the mid-market space (expected internal rate of return is 12-16 per cent), which provides a significant deployment potential for performing credit funds
