Moneycontrol PRO

Vatsala Kamat

Senior Associate Editor

Moneycontrol

Robust toll collections, but why are road projects in slow lane?

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?

Moneycontrol Pro Panorama | Powell’s hard talk signals tough times ahead

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

Indian markets look attractive amid geopolitical risks: UTI Mutual Fund CIO Vetri Subramaniam

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

Adani’s Ambuja-ACC buy set to recast cement sector dynamics

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

Eicher’s Royal Enfield rejigs product strategy in its hunt for growth

BUSINESS

Eicher’s Royal Enfield rejigs product strategy in its hunt for growth

RE's thrust on new launches is aimed at luring the first-time aspirational buyers and gradually stacking up volumes. Can the company make a comeback in volume growth and profits?

Upscale hotels primed for growth with caution

BUSINESS

Upscale hotels primed for growth with caution

A pick-up in business and leisure travels augurs well for hoteliers but they need to be watchful about a glut in room supply

Moneycontrol Pro Panorama | 'World is already at war'

BUSINESS

Moneycontrol Pro Panorama | 'World is already at war'

In today’s edition of Moneycontrol Pro Panorama: RBI's moment of truth, demise of Mistry creates a void, realpolitik over UN report on China, SEBI makes a point with Algo circular, this IPO makes a buzz and more

What Suzuki’s mega bets in India mean for Maruti and the car market

COMPANIES

What Suzuki’s mega bets in India mean for Maruti and the car market

The Japanese auto group can ill-afford to allow Maruti lose market share the way it has in recent years

Will REIT yields get a kicker from improving office property market?

BUSINESS

Will REIT yields get a kicker from improving office property market?

Demand, occupancy and lease rentals are northbound. The only big concern is whether the hybrid model will see a flattening of demand after the initial expansion

Moneycontrol Pro Panorama | Digital public good, at whose expense?

BUSINESS

Moneycontrol Pro Panorama | Digital public good, at whose expense?

In today’s edition of Moneycontrol Pro Panorama: Who will foot UPI bill, India and its outlier glow, investors line up for a green idea, private capex a ray of hope, sugar sector in a sweet spot, buzz around Ashok Gehlot and more

Private capex still below pre-pandemic levels, but there’s reason for optimism

BUSINESS

Private capex still below pre-pandemic levels, but there’s reason for optimism

Many capital goods and infrastructure companies have strong order books and have healthy balance sheets

We have pivoted the bank to a better quality of customers: Amitabh Chaudhry, Axis Bank MD

BUSINESS

We have pivoted the bank to a better quality of customers: Amitabh Chaudhry, Axis Bank MD

The risk to the banking sector is now from the slowing deposit growth rates, given the liquidity tightening. This means that banks will have to raise deposit rates to garner more deposits

Moneycontrol Pro Panorama | View from atop the 60K peak

BUSINESS

Moneycontrol Pro Panorama | View from atop the 60K peak

In today’s edition of Moneycontrol Pro Panorama: Misuse of police, bright spots on recovery radar, the metal blues, green code for startups, politics behind freebie politics and more

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

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