Vatsala Kamat

BUSINESS

Moneycontrol Pro Panorama | China fuels risk of global gloom

In today’s edition of Moneycontrol Pro Panorama: A rebalancing act of two asset classes, L&T’s asset monetization bears fruit, time for shareholders to have their say, how to market a commodity as a brand, and more

INDIA

L&T: Foundation for earnings bump-up is being laid

L&T’s asset monetization efforts are bearing fruit, and along with a strong order book could give a leg-up to earnings in the next two years unless macro risks play spoilsport

BUSINESS

Will India’s housing market be a global outlier in 2023?

Demand for homes is not likely to peak soon given a favourable affordability ratio. But risks may unfold in 2023 leading to some moderation in sales growth

BUSINESS

Moneycontrol Pro Panorama | MPC members split on the growth vs inflation debate

In today’s edition of Moneycontrol Pro Panorama: Foreign investors return to the fold, emerging markets may outperform, scale up for startup is tricky, Rajasthan Congress crisis resurfaces, and more

BUSINESS

NHAI’s recapitalisation timely, but higher costs a challenge

NHAI order inflows have risen sharply in the last two months. With borrowing stalled in FY2023, NHAI’s healthier balance sheet along with asset monetisation should lift ordering activity

BUSINESS

Block by block: Cement sector is consolidating. What are the forces at play?

A combination of higher demand, growth and healthy balance sheets of ambitious companies and smaller companies seeking an exit are spurring consolidation in the sector

BUSINESS

Moneycontrol Pro Panorama | Fed’s high peak rate spooks investors

In today’s edition of Moneycontrol Pro Panorama: China’s transgressions a detriment to border talks, startup funds drying up, manufacturing inflation decline raises questions, pharma companies report rise in sales, and more

BUSINESS

Moneycontrol Pro Panorama | Markets trade in the green, all eyes on US Fed

In today’s edition of Moneycontrol Pro Panorama: PLI schemes don't generate enough jobs, Centre and RBI on same page over demonetisation, a quick fix to reduce airport congestions, and more

EARNINGS

Ashok Leyland: gaining market share, will earnings follow?

Against a backdrop of an upcycle in the commercial vehicle sector, Ashok Leyland’s strategy to address growth and costs should translate into earnings expansion

INDIA

Equity funds losing flavour, is debt making a comeback?

The last two months have seen equity flows dwindle and investor funds moving into fixed income or debt mutual funds. Does this signal waning investor interest in equities for 2023?

BUSINESS

Moneycontrol Pro Panorama | China is catching a cold. Expect the global markets to sneeze

In today’s edition of Moneycontrol Pro Panorama: Gas prices likely to come down, workings of the political branding industry, India ready to ride next growth wave, unrest in China poses economic risk, and more

INDIA

For inflation, crude oil is the biggest joker in the pack: Lakshmi Iyer, CEO, Kotak Investment Advisors

The CEO believes India's growth story is intact, offering opportunities in fixed income and equities, and external factors may delay but not derail it

BUSINESS

Moneycontrol Pro Panorama | FTX bankruptcy — Investors show symptoms of fear psychosis

In today’s edition of Moneycontrol Pro Panorama: Crude oil plays party pooper, a buyback may relieve IEX investors, China’s steel output comes at wrong moment, and more

BUSINESS

JLR chief Thierry Bollore’s exit raises questions about Tata Motors' prospects

JLR CEO’s untimely exit coincides with a difficult period for the global auto giant, which is still grappling with chip shortages, supply chain hurdles, global competition and the transition to electrification

INDIA

Will robust equity markets fire up appetite for IPOs again?

According to PRIME Database, Rs97, 077 crore worth of issues have the SEBI nod to tap capital markets. Will this mean another wave of IPO activity in 2023?

BUSINESS

Moneycontrol Pro Panorama | Stocks ride high, but signs of slowing economy persist

In today’s edition of Moneycontrol Pro Panorama: Indian healthcare sector on recovery path, investors back Chinese equities, decoding the US midterm election results, RBI reports glaring gaps in municipal financing, and more

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