EARNINGS
Disruptive forces at play in two-wheeler sector
Various technological and market disruptions could alter 2W market, market share of companies and their valuations
BUSINESS
Moneycontrol Pro Panorama | Tomatoes add flavour to RBI’s rate cut debate
In today’s edition of Moneycontrol Pro Panorama: UN urges steps to avert environmental disaster, slowdown in IT can temper dividends, US ready to soften trade rules with China, will regulating OTTs solve government and telecos problems, and more
BUSINESS
Moneycontrol Pro Panorama | Tech gets wings
In today’s edition of Moneycontrol Pro Panorama: SCO fails to meet India’s objectives, credit growth in private banks improves, drone sector could be a disruptive force, second half of 2023 mired in challenges, and more
BUSINESS
The gaps in the India consumption story and how to fix them
We are a large population and our per capita rank relative to others is still very low; our education levels modest; our work profile for many are meagre and backbreaking and living conditions are poor. That’s the broken thing we need to fix, says noted thought leader Bijapurkar
EARNINGS
Lower energy costs may not spell profit bonanza for cement firms. Why?
History shows that while cement firms have witnessed lower energy costs when fuel prices drop, they have not necessarily seen a margin expansion. This time around, will the monsoon play spoil sport by dampening cement realisations?
STOCKS
TVS Motor: manoeuvring a winning playbook
TVS Motor has been revving up sales and market share over last few quarters, will margins follow?
BUSINESS
Moneycontrol Pro Panorama | Yoga Day – capitalising on India’s soft power
In today’s edition of Moneycontrol Pro Panorama: Modi in US must go big on commercial ties, how to control the AI genie, tough test for sugar mill investors, is the market strong enough, and more
BUSINESS
Moneycontrol Pro Panorama | A Coup In The Skies: What IndiGo's 500-aircraft deal with Airbus means
In today’s edition of Moneycontrol Pro Panorama: India ready for jet engine deal with US, cyclical markets boost returns, listed firms make a convincing capex recovery, Senthil Balaji's arrest flusters MK Stalin government, and more
BUSINESS
We hope to operate with 4.5-5% spread over the long term: Rajiv Lochan, MD, Sundaram Finance
The pace of harmonising (by the regulator) between banks and NBFCs is picking up, which means the time to adapt, the time to adjust, get the systems processes in place is getting shorter, says Rajiv C Lohan, MD, Sundaram Finance
BUSINESS
Moneycontrol Pro Panorama | A pregnant pause but more rate hikes loom
In today’s edition of Moneycontrol Pro Panorama: Deflation in wholesale prices deepens, can MRF muscle its way to the top, BJP-AIADMK spat is good news for DMK, capital crunch lurks for India’s green energy dreams, and more
EARNINGS
After scaling Rs 1 lakh, does the MRF stock have the muscle to climb higher?
Loss of its pride of place in some categories of tyres and the ongoing capex are posers to MRF’s market share and return ratios
BUSINESS
Moneycontrol Pro Panorama | RBI skips again, markets yawn
In today’s edition of Moneycontrol Pro Panorama: MSP hike raises higher food inflation risk, will ONDC be an enabler to the digital ecosystem, sustainable demand is key to PLI 2.0 success, revival package for BSNL maybe a futile effort, and more
INDIA
Chart of the Day: Are Indian equities overvalued?
Indian equities are up 7 per cent since April taking the Mcap-to-GDP ratio into a modestly overvalued zone
BUSINESS
FAME II subsidy cuts untimely, may deter transition to EVs
FAME II subsidy cut, in a knee-jerk reaction to alleged fraudulent practices by OEMs in order to claim incentives, may be a spoke in the wheel of transition to e2Ws
BUSINESS
Moneycontrol Pro Panorama | India firmly on growth path
In today’s edition of Panorama: India Inc and GDP, economy puts on running shows, JK Paper’s growth script, helicopter parenting for banks and more
STOCKS
The tussle between MNC parent and minority shareholders is not new
While the parent company may choose to consolidate a future-fit business in a 100% subsidiary for ease of technology transfer and operations, the sudden slump sale when a business is just getting into its stride peeves minority shareholders who look for returns when the cycle turns.
BUSINESS
Moneycontrol Pro Panorama | Is the funding winter beginning to thaw?
In today’s edition of Moneycontrol Pro Panorama: US stock market rallies in green, office and retail property market zooms, lessons from energy crisis for EU, BJP considers AAP a bigger threat, and more
BUSINESS
Siemens: Minority shareholders upset, will they stave off sale of motors business?
Siemens’ sale of LVM business is among the many such instances that has peeved minority investors. What are the options before them?
INDIA
IRB Infra's Q4 results offer insights into the country’s road sector
IRB’s March quarter performance shows active tendering activity in roads and a rise in revenue from construction as well as toll traffic and income
BUSINESS
Fate of apparel makers hangs in the balance
Textile manufacturers, particularly apparel makers, have had a tough going with demand collapsing in EU and US, their key markets. No near term solace is in sight
BUSINESS
Moneycontrol Pro Panorama | US debt ceiling, a political drama
In today’s edition of Moneycontrol Pro Panorama: Lead prices set to rise as supply weakens, it might be too late for authorities to regulate AI, slowing demand for steel sees a price slump, Congress’s poll promises burdens state exchequer, and more
MARKETS
Amid gung-ho forecasts lurk some challenges for Tata Motors
As vehicle production normalises, new product excitement wanes and competition hots up from the big daddies in the luxury car market, realisations may moderate
STOCKS
Why profit margins of tyre companies might have peaked
Along with moderation in demand for tyres expected in the near to medium term, rising rubber prices may puncture profitability of tyre firms
BUSINESS
Moneycontrol Pro Panorama | Fed on the fence
In today’s edition of Moneycontrol Pro Panorama: India’s dependence on trade with China is a risk, unseasonal rains wreaks havoc on crops, erring auditors may escape SEBI’s wrath, Go First insolvency puts banks on spotlight, and more
