BUSINESS
Capital goods firms in comfort zone on domestic capex revival
Continued private sector capex revival in last few quarters is reflected in better order flows for capital goods firms. Will global risks, weak rupee and rising interest rates play spoilsport?
BUSINESS
Moneycontrol Pro Panorama | IPO blues as lock-in ends
In today’s edition of Moneycontrol Pro Panorama: Top pharma firms record weak results, countries ensure uninterrupted supply chains, MRF losing its numero uno spot, beware of unexpected sources of market risk, and more
BUSINESS
Is MRF losing its pole position in the tyre sector?
A sharp drop in profitability, along with significant capital expenditure for capacity expansion, has weighed on MRF's return ratios. But bigger concerns stem from market share slippages
BUSINESS
Volatile freight rates raise concerns of moderation in CV sales growth
CV sales have been on a roll with the economic recovery after Covid-19. However, recent softening of freight rates and truck sales are signs that CV growth rates could moderate
BUSINESS
Moneycontrol Pro Panorama | Fed disappoints the Pivot-wallahs
In today’s edition of Moneycontrol Pro Panorama: Indian economy keeps upward momentum, huge task ahead for COP27, an entrepreneur’s dilemma, and more
EARNINGS
DLF’s next valuation trigger could come from REIT issue
DLF’s delay in launching its REIT is explained by the fact that the management anticipates stronger growth in office lease rentals ahead and awaits stability in interest rates
BUSINESS
NHAI’s InvIT paves the way for faster asset monetisation of roads
NHAI InvIT’s NCD issue, a safe fixed instrument investment for retail investors, will help the government monetise income-generating road assets
BUSINESS
Moneycontrol Pro Panorama | Rate hikes set to slow?
In today’s edition of Moneycontrol Pro Panorama: Dabur forays into spice market, China's steel demand weakens, Bank of England's stance trumps over UK government, why Indians achieve success outside of India, and more
BUSINESS
Unfazed by plunging profits, cement giants forge ahead with expansions
The big three in the cement sector have ambitious expansion plans, portraying their confidence in domestic economic growth, in spite of cost pressures in the near term
EARNINGS
Bajaj Auto: Fine tuning product strategy to sustain profitability
Bajaj Auto has tweaked its products to fetch better realisations across business segments in spite of a sluggish market for two-wheelers
BUSINESS
Moneycontrol Pro Panorama | Rupee hurtling down, complicates fight against inflation
In today’s edition of Moneycontrol Pro Panorama: India needs to carve its niche in global REE space, Xi reiterates promise of reunification of China, startups struggle to find funding, need stricter laws to check accounting frauds, and more
BUSINESS
Multiple adversities warp improving prospects for cotton spinning mills
Spinning mills that were cheering lower cotton prices in the last few weeks may have to deal with low cotton output, weak global demand for textiles, rising interest costs and more…
BUSINESS
Has growth in two-wheeler sales hit a saturation point?
Demand weakness in entry-level 2Ws can be attributed to about 52 per cent penetration in the addressable market, along with higher cost of ownership
BUSINESS
Moneycontrol Pro Panorama | Inflation up, growth down, what lies ahead?
In today’s edition of Moneycontrol Pro Panorama: India revamps RE project execution, global financial conditions tighten, investors keen on young entrepreneurs, Tata Motors' Tiago races ahead in EV race, and more
BUSINESS
Will record festive sales add sparkle to auto sector prospects?
The bounce in Navaratri vehicle sales is impressive, but can it be sustained as new macroeconomic headwinds emerge?
BUSINESS
Bharat Forge gains from record US truck orders amid macro uncertainties
Surge in US truck orders is good news for Bharat Forge. But risks of inflation, high interest rates and slowdown in Europe are concerns that cannot be ignored
BUSINESS
Moneycontrol Pro Panorama | Rising market stress points to vulnerability, investors should pay close attention
In today’s edition of Moneycontrol Pro Panorama: China's bonhomie with Middle East should concern India, ghost of Lehman brothers’ past haunts markets, US and OPEC+ face off, INR likely to weaken further, and more
BUSINESS
The Green Pivot: Will Tata Motors’ electrifying bet on small cars be a gamechanger?
Earlier success has given confidence for the auto giant to craft a strategy that includes taking its EV portfolio from 3-10 models by 2026. But the mass market journey has several challenges…
BUSINESS
Electric two-wheelers are becoming a long-term choice: Ather Energy CEO Tarun Mehta
The CEO exudes confidence that Ather will soon become the market leader in the segment it operates
BUSINESS
Moneycontrol Pro Panorama | Heading towards capitulation?
In today’s edition of Moneycontrol Pro Panorama: New opportunities and challenges for solar sector, slow GDP likely in India's future, online gaming ecosystem in trouble, what's driving the SME IPO frenzy, and more
BUSINESS
Robust toll collections, but why are road projects in slow lane?
After a resilient FY2022, the roads sector seems to be slipping this fiscal year, both on awards and execution. What ails the sector?
BUSINESS
Moneycontrol Pro Panorama | Powell’s hard talk signals tough times ahead
In today’s edition of Moneycontrol Pro Panorama: India's growth story around unstable global economy, Russia renews attack on Ukraine, RBI blamed for drop in liquidity, top 1 percent own over 40 percent of India's wealth, and more
BUSINESS
Indian markets look attractive amid geopolitical risks: UTI Mutual Fund CIO Vetri Subramaniam
Vetri Subramaniam shares his views on building a portfolio, global risks, the current geopolitical situation, the fiscal deficit, inflation, the K-shaped recovery, India becoming the fifth largest economy and much more
BUSINESS
Adani’s Ambuja-ACC buy set to recast cement sector dynamics
Adani group’s buyout of Ambuja underscores demand expansion and the unfolding of a new wave of mergers and acquisitions in the sector
