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
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
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.
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
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
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
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
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
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
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
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
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
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
BUSINESS
Modified bid guidelines in HAM road projects a leg-up for sector viability
Fixing fair O&M costs through the maintenance period will sustain quality of roads, provide exit windows for developers after construction and boost mergers and acquisitions in the sector
BUSINESS
Moneycontrol Pro Panorama | Economy puts on display courage despite the odds
In today’s edition of Moneycontrol Pro Panorama: A bright spark on investment, Aadhaar’s underbelly, tips for fresh IAS officers, a rainy affair and more
BUSINESS
Interview | EV localisation will take off as supply chains warm up to India: PB Balaji, CFO, Tata Motors
The only stumbling blocks, says Balaji, are semiconductor availability for JLR, inflation, and the ability to manage cost challenges at Tata Motors
BUSINESS
How data centres could spur a wave of investments in infrastructure
The real estate sector is waking up to the potential of data centres as a growth opportunity, with growing data consumption creating more demand for infrastructure
BUSINESS
Moneycontrol Pro Panorama | Rate hike looming, heat is on retail investors
In today’s edition of Moneycontrol Pro Panorama: A midcap in spotlight, warning for stock market, Modi’s three Ts in Tokyo, Start-Up Street and more
BUSINESS
Cotton price surge set to unravel fortunes of textile industry
South Indian spinning mills are being shut down, citing the unprecedented rise in cotton prices. The Indian textile industry is at risk of becoming uncompetitive
BUSINESS
Moneycontrol Pro Panorama | Move over bulls, bears are in control
In today’s edition of Moneycontrol Pro Panorama: Congress faces an acid test, Manappuram Finance’s losing sheen, ITC plays to its advantage, Start-up Street and more
BUSINESS
Tyre firms’ profits hit the skids on surging input costs
Crude and crude derivatives along with rubber account for about two-thirds of the cost of making tyres. And these inputs costs spiralled by nearly 30 per cent yoy during Q4FY2022
BUSINESS
India is better placed among emerging economies both for portfolio, direct investments: CEA V Anantha Nageswaran
An active policy that targets gradual depreciation of the currency may not be warranted now, as market forces might be doing their job already, asserts the CEA
BUSINESS
Adani-Holcim deal: Implications for ACC-Ambuja investors and the cement sector
Optimism on the deal comes from the group’s intent to create an integrated conglomerate across infrastructure verticals and also because the cement sector is poised for an uptrend
BUSINESS
Monetary stimulus withdrawal is bound to have a major impact on global financial markets: CEA V Anantha Nageswaran
In the near term, these elevated inflationary pressures will prove to be a drag on global growth, says India's top economic policymaker
