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
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
