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
EARNINGS
Will Motherson’s acquisitions mark the end of earnings downgrades?
Samvardhan Motherson has suffered from a prolonged period of earnings downgrades. An improving global milieu along with recent acquisitions sets the stage for a possible reversal in fortunes
MARKETS
Chart of the Day: What the divergence in equity flows portrays
Investors are pouring money into mid-and small-cap funds reflecting an increase in risk appetite among retail investors
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
