BUSINESS
Corporate investments don't support capex revival theme
Lower corporate investment is mirrored in demand contraction for bank credit from industrial sectors
INDIA
L&T ups buyback price, will investors bite now?
A higher buyback price is aimed at ensuring higher shareholder participation but given L&T’s robust earnings prospects, will it sail through?
BUSINESS
Is the slack in NHAI road projects a cause for concern?
Order flows year-till-date in fiscal 2024 are weak especially given that the year will mark the run up to the general elections
BUSINESS
Moneycontrol Pro Panorama | Oil boils again
In this edition of Moneycontrol Pro Panorama: India bats for inclusive global growth, renewables spending set to leapfrog, fossil fuel subsidies causing more harm, India's stake in Maldives presidential poll outcome, and more
INDIA
BHEL: Will the phoenix rise again?
BHEL order book holds promise of growth, but the operating efficiencies will determine earnings growth
BUSINESS
Moneycontrol Pro Panorama | Home prices sizzle despite rising interest rates
In today's edition of Moneycontrol Pro Panorama: BJP blows the election bugle with LPG subsidy, is WFH & hybrid workplace culture here to stay, services sector boost Q1 GDP growth, Indian banks show resilience, and more
BUSINESS
The Green Pivot: Sluggish retail E2W sales puncture the hype
Lowering FAME II subsidies is a spoke in the wheel of electrification
BUSINESS
Moneycontrol Pro Panorama | Slowdown fears trip bond yields
Moneycontrol Pro Panorama August 24 edition: BRICS to lay ground work for G20 meet, a slight uptick in private sector capex, SC handbook to end court stereotyping women laudable, delisting an opportunity to register gains, and more
EARNINGS
Bharat Forge’s cyclicality risks wane as non-auto biz takes wing
Bharat Forge’s risks from exposure to the auto sector are now in the rear view mirror as non-auto diversifications begin to bear fruit
BUSINESS
Moneycontrol Pro Panorama | Global markets turn jittery on weak cues
In today’s edition of Moneycontrol Pro Panorama: Lessons to learn from the China model, mega IT orders should allay investor fears, Singularity a compelling scenario in India’s growth, sustained battery demand elevates lead prices, and more
BUSINESS
If we play our cards right, India can grow rich before she grows old, says Neelkanth Mishra
Financial savings a big positive, and with right credentials, India can grow at 8 percent annually, asserts the renowned economist
CURRENT-AFFAIRS
Chart of the Day: What do India Inc’s rising cash flows signal?
Free cash flows have jumped nearly three times between FY20 and FY23, setting the stage for new capex cycle
STOCKS
Competition from global brands could choke Royal Enfield’s growth
The aggressive rejig of portfolios and pricing strategies by global motorcycle brands Harley and Triumph in Indian markets is set to dent RE’s market share
BUSINESS
Moneycontrol Pro Panorama | Autos await festive cheer after damp July
In today’s edition of Moneycontrol Pro Panorama: INDIA needs to strengthen its bond ahead of 2024 LS polls, the buzz surrounding LK 99 explained, India concerned as Pakistan cozies up to US, Personal Data Bill should ensure no snooping, and more
BUSINESS
Moneycontrol Pro Panorama | Ambuja-Sanghi deal, a step towards cementing consolidation
In today’s edition of Moneycontrol Pro Panorama: July PMI data shows strong economy, US credit rating downgrade no big deal, Indian start-ups enter global markets, peak rates pose investing challenge, and more
MARKETS
Monetising of HAM road assets gains visibility
With interest rates moving up, valuations of HAM assets are turning more attractive
STOCKS
What Maruti’s buyout of Suzuki’s Gujarat plant means for shareholders
Maruti’s acquisition of the Gujarat unit will usher in synergistic benefits although the payout and the terms of the deal are key to determining earnings gains
BUSINESS
Tata Motors kills DVRs in capital reset to pump up value
The contraction in outstanding equity capital post the share swap will improve the earnings per share for all shareholders of Tamo
BUSINESS
Moneycontrol Pro Panorama | ITC Hotels: a bittersweet demerger
In today’s edition of Moneycontrol Pro Panorama: Investor scrutiny prevails on midcap IT stocks, will Twitter's rebranding pay off, flash PMIs has a message for markets, tailwinds could help stressed tyre exports recover, and more
BUSINESS
Slack in affordable housing calls for a rethink on sops
Decline in share of affordable housing shows demand and supply contraction on the back of rising costs. Can the government still make 'Housing for All' a reality?
BUSINESS
Chart of the Day: Will weak exports deflate growth prospects for tyre companies?
Tyre exports have been under pressure given weakness in US and European economies. But tailwinds from lower costs could support near-term margins
BUSINESS
Moneycontrol Pro Panorama: Is there a method to the market madness?
In today’s edition of Pro Panorama: Polycab India plugs into growth circuit, making sense of skip-hike Fed cycle, Tata’s pricey battery project, moment of truth for India Inc and more
BUSINESS
Chart of the Day | Global container trade to face rough weather in 2023
Global merchandise trade volume is likely to slow in CY2023 from pandemic levels, which would impact the container segment
EARNINGS
As auto sector's growth decelerates, is it time for a downshift in valuations?
Signs of demand moderation, high interest rates, weak exports and an expected gradual rise in input costs are factors that call for investor caution
