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
BUSINESS
Moneycontrol Pro Panorama | Will the funding winter prolong?
In today’s edition of Moneycontrol Pro Panorama: Nifty's lacklustre returns, how long will inflation fight last, will startups perk up in 2023, banking to expect a rocky 2023, and more
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
