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
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
