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
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
