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Vatsala Kamat

Senior Associate Editor

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Apollo Tyres does a tough balancing act between cost cuts and price hikes

BUSINESS

Apollo Tyres does a tough balancing act between cost cuts and price hikes

The company was able to cash in on the recovery in demand for passenger cars in the previous quarter, but headwinds remain

Moneycontrol Pro Panorama | After US, will inflation ease in India?

BUSINESS

Moneycontrol Pro Panorama | After US, will inflation ease in India?

In today’s edition of Moneycontrol Pro Panorama: Nitish Kumar outfoxes BJP in Bihar, the Fed’s tightening may not be working, Nykaa may take on more gloss, and more

How Indian Hotels spiced up earnings amid pandemic blues

BUSINESS

How Indian Hotels spiced up earnings amid pandemic blues

In the spotlight is the 29.8 per cent earnings before interest, tax, depreciation and amortisation (Ebitda) as a percentage to sales

Will cotton prices cool off as demand for yarn loses momentum?

BUSINESS

Will cotton prices cool off as demand for yarn loses momentum?

July data showed the global cotton textile trade has been coming off from its highs. The export of cotton yarn, fabrics and handlooms products from India during the month, according to industry sources, declined by about 28 per cent year-on-year

Big boys Tata Motors, Ashok Leyland revving up sales underscore CV upcycle

AUTOMOBILE

Big boys Tata Motors, Ashok Leyland revving up sales underscore CV upcycle

CV sales are powering ahead, establishing the upcycle in the sector, in spite of challenging times. Both Tata Motors and Ashok Leyland saw this across all sub-segments--medium and heavy commercial vehicles (MHCV), light commercial vehicles (LCVs) and buses.

Moneycontrol Pro Panorama | Rate hike fears ease, but what about recession?

BUSINESS

Moneycontrol Pro Panorama | Rate hike fears ease, but what about recession?

In today’s Moneycontrol Pro Panorama: Maruti’s long drive, Tata Motors falls short of crease, India’s valuation matrix, Start-up Street, crypto talk and more

The Green Pivot | Cement firms step up waste heat recovery systems as energy costs soar

BUSINESS

The Green Pivot | Cement firms step up waste heat recovery systems as energy costs soar

The sudden surge in fuel costs and its severe impact on profit margins has pushed cement companies to increase their investments in waste heat recovery systems (WHRS) and green power

Moneycontrol Pro Panorama | India's Big Tech tackles attrition blues

BUSINESS

Moneycontrol Pro Panorama | India's Big Tech tackles attrition blues

In today's edition of Moneycontrol Pro Panorama: Meet a strong rerating candidate, central banks' great pivot, Sri Lanka's fate hangs by a thread, chart of the day and more

Long delay in Bharatmala Pariyojana may put government in a tight spot

BUSINESS

Long delay in Bharatmala Pariyojana may put government in a tight spot

The slack in pace of awards and construction activity has raised obvious concerns relating to timely completion of BMP and cost overruns for developers, investors and government

Easing chip crisis, input costs signal better times for auto firms

BUSINESS

Easing chip crisis, input costs signal better times for auto firms

The recent rally in auto stocks indicates that investors are convinced that worst is behind auto firms

Moneycontrol Pro Panorama | US Fed in hot spot after inflation spike

BUSINESS

Moneycontrol Pro Panorama | US Fed in hot spot after inflation spike

In today’s edition of Moneycontrol Pro Panorama: Track the market bottom, Mindtree ups its game, more sparkle for this jeweller, chequered history of bitcoin, and more

Maruti Suzuki looks to Vitara to add life to earnings

BUSINESS

Maruti Suzuki looks to Vitara to add life to earnings

Maruti lost market share as it underestimated utility vehicle demand. Now it’s reversing course with the reincarnated Vitara and Brezza

What the blip in leasing activity tells about the commercial property market

BUSINESS

What the blip in leasing activity tells about the commercial property market

The last few months have seen a slowdown in fresh office leasing. Global headwinds are gathering momentum with repercussions for the domestic economy

Auto retails rev up, but it’s a long haul to pre-COVID peak

BUSINESS

Auto retails rev up, but it’s a long haul to pre-COVID peak

Auto registrations for June, as reported by FADA show that auto sales have recorded negative growth since 2018 peak levels, with two-wheelers leading the drop in sales.

Testing times for electric two-wheelers as sales stutter

AUTOMOBILE

Testing times for electric two-wheelers as sales stutter

Recent months have seen e2W sales decline due to demand slowdown and supply chain issues, but manufacturers are confident they will ride out of this blip

Bajaj Auto's stock re-rating hinges on business revival

BUSINESS

Bajaj Auto's stock re-rating hinges on business revival

Bajaj Auto's buyback offer size disappointed investors. More importantly, with its two-wheeler and three-wheeler businesses facing headwinds, earnings expansion is some miles away

Will macro headwinds dampen animal spirits in the domestic investment cycle?

BUSINESS

Will macro headwinds dampen animal spirits in the domestic investment cycle?

While a recent FICCI survey points to rising capacity utilisation and an improvement in the outlook for manufacturing, rising inflation and tightening monetary policy may delay capex

Semiconductor crisis: need for auto OEMs to refine sourcing strategies

BUSINESS

Semiconductor crisis: need for auto OEMs to refine sourcing strategies

Auto OEMs must develop long-term relationships with their main suppliers, and, in some critical chips, it may help to have secure commitments or work jointly with suppliers

Global commodity price shock biggest risk to India’s growth story: Tanvee Gupta Jain, India economist, UBS India

BUSINESS

Global commodity price shock biggest risk to India’s growth story: Tanvee Gupta Jain, India economist, UBS India

UBS India's India economist says the RBI, by frontloading the interest rate cycle, is ensuring the Indian rupee doesn’t get into a free fall and at the same time the central bank is not being too much behind the curve, while also avoiding the impact of these factors feeding into household inflation expectations

Moneycontrol Pro Panorama | What relief rally?

BUSINESS

Moneycontrol Pro Panorama | What relief rally?

In today’s edition of Moneycontrol Pro Panorama: A banking gem, LIC’s cup of woes, gold’s fading glitter, and more

Cost inflation to cast a shadow on earnings in FY23

BUSINESS

Cost inflation to cast a shadow on earnings in FY23

Over the last two to three years, corporates have been lauded for their ability to sustain profitability through trying times. But the true test lies ahead

Despite recent hikes, home loan rates below pre-COVID level: Renu Sud Karnad, MD, HDFC

BUSINESS

Despite recent hikes, home loan rates below pre-COVID level: Renu Sud Karnad, MD, HDFC

Rise in income levels and time correction in property prices over the last few years have led to better affordability for buying homes, says the top boss at HDFC

Moneycontrol Pro Panorama | How many more rate hikes? The guessing game is on

BUSINESS

Moneycontrol Pro Panorama | How many more rate hikes? The guessing game is on

In today’s edition of Moneycontrol Pro Panorama: Busy week for central banks, the dynamics of real rates, the yield pain, and more

DLF: Unlocking land bank, pricing power to ride realty upcycle

BUSINESS

DLF: Unlocking land bank, pricing power to ride realty upcycle

DLF's confidence in cashing in on luxury housing arises from its two strong pillars -- pricing power relative to peers in the region it operates and legacy land bank in areas where there is buoyancy in demand

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