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
BUSINESS
Moneycontrol Pro Panorama | FAME III and the EV-fication challenge
In today’s edition of Pro Panorama: IPO market turning red-hot, October a decider for HUL, inflation’s severe blow, iPhone Pro and more
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
