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
BUSINESS
Moneycontrol Pro Panorama | Autos gain ground, but headwinds lurk
In today’s edition of Moneycontrol Pro Panorama: Market conditions ease up a bit, heat waves not a concern yet, states record tepid capex spending, no big farewell for Citibank, and more
BUSINESS
REITs: Caught in a web of macro and regulatory issues
While the global slowdown has cast its gloom on India’s office property market, regulatory issues such as DESH Bill are exacerbating the woes of listed REITs
INDIA
Fortunes of cotton textile industry go into a tailspin
India’s cotton textile industry is in a tight spot. Cotton and yarn prices are tumbling on the back of weak demand, particularly in big markets such as the US and Europe
BUSINESS
Moneycontrol Pro Panorama | Import slump, a double-edged sword
In today’s edition of Moneycontrol Pro Panorama: China rethinks BRI strategy, Vodafone-BSNL merger could be disastrous, lighten tax burden of poorer Indians, overseas operations ramp-up earnings, and more
EARNINGS
Bharat Forge: Fixing overseas operations key to earnings ramp-up
Bharat Forge needs to up its game in overseas operations to be able to expand consolidated profitability
BUSINESS
Cummins India profits may trip with new emission norms
CIL’s stellar performance may see a blip in the near term as the new CPCB IV emission norms would see power generator costs spiral by 30-50 per cent
BUSINESS
Moneycontrol Pro Panorama | What’s spooking equity investors?
In today’s edition of Moneycontrol Pro Panorama: MPC signals rate hike cycle not yet over, companies benefit from lower tax, money laundering law needs pruning, will ed-tech make a comeback, and more
INDIA
Peak repo rate will be 7 percent in this cycle, says Bernstein’s Venugopal Garre
The gains from the shift of international companies away from China is benefiting India a bit but not to the extent envisaged earlier
BUSINESS
Budgetary push for infrastructure good news for NHAI’s debt reduction
Analysts say that the trend of near-zero borrowing by NHAI would continue in FY2024, as was demonstrated in FY2023, in spite of the planned increase in tendering activity
BUSINESS
Moneycontrol Pro Panorama | The stars are aligned for the Indian economy
In today’s edition of Moneycontrol Pro Panorama: Financial sector doesn’t fit Budget jigsaw, how to boost growth prudently, curious absence of startups, budget to support economic recovery, and more
INDIA
Budget 2023: Govt holds capex baton again, amid tardy private capex
The big bang spend in public sector capex implies a large fiscal multiplier effect on construction and civil works and on employment
BUSINESS
Economic Survey 2023: Risks to private capex cycle linger
Past economic cycles have shown that a global slowdown can, with a lag perhaps, have a “knock-on” effect on the domestic capex cycle
BUSINESS
Moneycontrol Pro Panorama | Autos on the road to recovery
In today’s edition of Moneycontrol Pro Panorama: Gland Pharma’s poor streak cause for concern, no signs of recovery for Colgate, bailout cannot avert Pakistan's crisis, Indian economy needs a time-out, and more
BUSINESS
Warehousing the next big wave in real estate investments?
Investments in warehousing are rising, due to higher demand and rentals are rising. But it's not e-commerce that's driving growth. Will demand sustain given forecasts of an economic slowdown?
BUSINESS
Moneycontrol Pro Panorama | China shines light on emerging markets
In today’s edition of Moneycontrol Pro Panorama: Rural markets cautiously optimistic, fiscal consolidation needs more focus, time to make tax code simpler, green capex needs energisers to charge up, and more
BUSINESS
Cost pressures ease for cement firms, will the Budget 2023 spur demand?
Increase in infrastructure capex by the government will lift cement sales. This, along with softening input costs, augurs well for revenue growth and earnings expansion
BUSINESS
Moneycontrol Pro Panorama | Budget 2023 challenges amid global distress
In today’s edition of Moneycontrol Pro Panorama: China could dictate oil prices in 2023, market predictions for 2023 is sombre, India’s steel demand is back on track, Budget 2023 case for lowering tax rates, and more
BUSINESS
Will the global slowdown play spoilsport for domestic capital goods firms?
The capital goods firms have been ticking all boxes in the recovery from the pandemic. Will this sustain?
INDIA
Full extent of slowdown in 2023 not priced in: Aurodeep Nandi, India economist, Nomura
While the medium-term story for India is relatively strong, we are bearish on India in the near term
BUSINESS
Moneycontrol Pro Panorama | Time to reset earnings expectations
In today’s edition of Moneycontrol Pro Panorama: Family businesses score better than startups, two-wheeler sales stutter, oil imports on slippery track, bank credit rises sharply, and more
INDIA
Two-wheeler sales stuttering, how long before it gets better?
After signs of recovery, two-wheeler sales slipped in December showing weakness in domestic demand as well as exports. Expectations are that improving rural demand will drive sales, albeit after a couple of quarters
BUSINESS
In 2023, government faces steep cost overruns in infra projects
Share of delayed government projects has jumped from 15 per cent in March 2018 to 51 percent in November
