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
BUSINESS
PMI data underscores optimistic outlook of capital goods companies
April PMI data exudes confidence in manufacturing activity and expansion in capex cycle. But rising interest rates, job losses and strain in some economies can be dampeners ahead
BUSINESS
Moneycontrol Pro Panorama | Oil prices under pressure again
In today’s edition of Moneycontrol Pro Panorama: Overseas migration is a no-brainer, mall revenues register a strong rise, the economic fallout of increased military spending, trade green barriers need a counter plan, and more
EARNINGS
L&T's orderbook in a sweet spot, will elections play spoilsport?
L&T’s overseas contribution in total orders has been rising too, with the Middle-East playing a significant role in order flows
MARKETS
Chart of the Day: Project awards on a high in FY2023
Manufacturing and electricity segments show strong traction in new orders
BUSINESS
Moneycontrol Pro Panorama: Tech blues, what lies ahead?
In today’s edition of Moneycontrol Pro Panorama: Growth lever for ICICI Lombard, retail investors have an edge, last frontier of financial reforms, the Karnataka caste potboiler and much more
EARNINGS
Will stubborn lead prices play spoilsport for battery makers?
With lead prices showing little signs of cooling, profit margins of lead acid battery makers may be squeezed in the near term
BUSINESS
Moneycontrol Pro Panorama | Inflation buckles, time to pivot?
In today’s edition of Moneycontrol Pro Panorama: CPEC a metaphor for Pakistan’s failings, slump in demand for PCs will hurt China, dormant two-wheeler segment likely to outperform, lessons for Rahul Gandhi from Sharad Pawar, and more
BUSINESS
Chart of the Day: Two-wheeler sales growth to outpace passenger vehicles
Auto sales growth will continue to be robust over the next two to three years, but the two-wheeler segment that was languishing for long is likely to outperform
BUSINESS
Housing sector gets a rate hike breather, but uncertainties loom
RBI’s pause in the interest rate hiking cycle does not make a material difference to home loan EMIs in the near term and is, at best, a sentiment booster
BUSINESS
Chart of the Day: Cotton mills set to spin a happier tale in FY24
Even as cotton prices trend lower from the all-time highs, spinning mills are hopeful that rising demand for yarn will give a leg-up to operating profitability
STOCKS
Maruti's soaring exports cannot compensate home market woes
Soft demand for passenger vehicles is a big challenge but Maruti's premiumisation strategy could boost profitability
BUSINESS
Strong domestic outlook to aid margin recovery for auto components
In spite of a slowdown in global markets, a vibrant domestic auto market outlook along with moderating costs and easing supply chain pressures has brought cheer to auto component makers
BUSINESS
Moneycontrol Pro Panorama | Inflation, recession, banking crises, what’s next?
In today’s edition of Moneycontrol Pro Panorama: Indian markets' soar but not revenue, 2023 will likely be the year of layoffs, Khalistan raises its ugly head again, last hurrah for life insurers, and more
BUSINESS
Chart of the Day: In spite of hurdles, e2W sales scale new highs in FY23
Rising competition and incumbents also revving up strategies to lure customers could see market share consolidation in e2Ws in a couple of years
BUSINESS
PLI benefits to AC makers will come once component ecosystem fully develops, says Blue Star MD
Retail AC sales likely to cross eight million units this fiscal (FY2023) and grow further to 10 million in the next with most of the customers being first time buyers
BUSINESS
Moneycontrol Pro Panorama | Silicon Valley Bank contagion spreads
In today’s edition of Moneycontrol Pro Panorama: India’s exports soldier on, regulatory hurdles for Cipla in US, India bids for slice of semiconductor market, chinks in defence armour, and more
INDIA
The Green Pivot: Robust order book steers Thermax out of the woods
Private sector order flows have seen robust additions. Strong execution and supply chain management skills are bound to translate these orders into better revenue growth
EARNINGS
Tata Technologies IPO, its valuation and gains for Tata Motors
Tata Motors investors will gain from the listing of its subsidiary Tata Technologies although long term prospects will hinge on how the firm fares in the competitive milieu
BUSINESS
Moneycontrol Pro Panorama | Electric Vehicles de-FAMEd!
In today’s edition of Moneycontrol Pro Panorama: India could face power cuts this summer, macros point to troubles ahead for iron ore, heat and inflation dampen consumption demand, states market themselves as tourist paradise, and more
INDIA
Are rising rates putting realty investors on the back foot?
Past real estate cycles have shown weak correlation of mortgage rates to property rates and cycles, but rates do impact valuations
