BUSINESS
Moneycontrol Pro Panorama | War, oil, sanctions bring auto industry to heel
In today’s edition of Moneycontrol Pro Panorama: The oil shock, the Russian disconnect, Vladimir Putin’s world view, reality check on ESG funds, and more
BUSINESS
Gold prices will trend up over the next 12-15 months, says Anil Ghelani of DSP Investment Managers
Gold prices scaled a 19-month high on escalating tensions between Russia and Ukraine. Silver vaulted too. What is the outlook for precious metals? Anil Ghelani, head – Passive Investments & Products at DSP Investment Managers thinks that gold prices could continue to move up from current levels given rise in demand from central banks and from an investment perspective
BUSINESS
Russia-Ukraine conflict: External risks could prolong Maruti’s struggle to claw back earnings
The Russia-Ukraine war will increase costs, increase supply disruptions, crimp exports and could affect domestic demand if prices are hiked
BUSINESS
Moneycontrol Pro Panorama | India’s trade sailing into choppy waters as war drags on
In today’s edition of Moneycontrol Pro Panorama: Automakers running out of gas, anatomy of medical education in India, Start-up Street and more
BUSINESS
Ukraine flare-up: How oil price surge could play spoilsport in Centre's funding plans for roads
Soft crude oil prices between 2015 and 2021 had allowed the central government to raise cess to a peak of Rs18/litre by September 2021 from Rs2/litre in FY2015
BUSINESS
Cummins India’s growth may stutter as new emission norms unfold
The new emission norms for diesel gensets will raise costs and squeeze margins for Cummins
BUSINESS
Moneycontrol Pro Panorama | War bugle shakes financial assets, barring gold
In today’s edition of Moneycontrol Pro Panorama: Russia braces for more sanctions, the military pecking order, LIC IPO and inflation, NSE scam raises questions, recipe for digital rupee success and more
BUSINESS
Will the summer of 2022 cheer AC makers after a 2-year chill?
The Omicron threat has been mild and is ebbing, giving AC makers a chance to attain higher growth, but they need to clear obstacles in their path
BUSINESS
GMR Infra: Unlocking value as airports business takes wing
The company has taken flight as a pure airports play, with its future now depending on expansion in overseas locations and a revival in leisure and business travel post-COVID
BUSINESS
Bharat Forge | New growth levers tango with cyclical rebound
A recovery in its core trucking segment and investments in non-core areas are expected to yield returns although cost pressures could weigh on margins in near term
BUSINESS
Moneycontrol Pro Panorama | Inflation on mind, Fed must not upset growth applecart
In today’s edition of Moneycontrol Pro Panorama: Alternative to rate hike, not a sugary treat, Hikal faces litmus test, Bharat Forge looks at sunny side, Start-up Street and more
BUSINESS
Renewables the next big opportunity for capital goods, but not without challenges
Recent order flows into some of the capital goods companies show significant traction from electric vehicles, metro rail, railways, data centres and renewable energy - a major shift away from dependence on fossil fuel power generation and transmission
BUSINESS
Moneycontrol Pro Panorama | RBI behind the curve, the Street's not complaining
In today’s edition of Moneycontrol Pro Panorama: Worrylines on growth, UP’s election overhang, IRCTC on track, life after rally for BSE stock, Lex-speak, Chart of the Day and more
BUSINESS
CCI penalties a dampener, but tyre firms face risks from surging input costs
Input costs are likely to remain high in the near term and the crucial question is whether tyre makers will be able to pass them on
BUSINESS
Moneycontrol Pro Panorama | Is market feeling the chill of Budget fine print?
In today’s edition of Moneycontrol Pro Panorama: The PMI pain, the BofA view, the Recovery Tracker, Chart of the Day, reality hurts for Meta and more
BUSINESS
Sustaining capex in roads is a positive, but execution risk remains
Calculating the capex for roads after including the IEBR (market borrowings) and asset monetisation proceeds for NHAI, the total capital outlay is up only marginally
BUSINESS
Budget energises the EV ecosystem
Measures such as battery swapping policy and special mobility zones will sustain demand for EVs that sparked with the FAME II policy
BUSINESS
Diluted eligibility criteria erode listed firms' share in road projects
While the budget may hike outlays, the roads’ sector is hampered by problems on the execution front
BUSINESS
Moneycontrol Pro Panorama | Markets get a bad cold from global chill
In today’s edition of Moneycontrol Pro Panorama: This midcap makes a buzz, what’s fuelling Maruti’s drive, Burger King India spices it up, Budget Chart of the day, LIC IPO, Start-up Street and more
BUSINESS
IPO meltdown sees new-age tech stocks crash below IPO price
Stocks of 63 IPOs launched and listed in 2021 slid way below their 52-week or post-listing highs
BUSINESS
The Green Pivot | Bajaj Auto drafts aggressive EV plank amid sagging sales
Bajaj plans to kick-start commercial production of electric two-wheelers (e2W) by June 2022 and ramp up annual capacity to 500,000 units
BUSINESS
Moneycontrol Pro Panorama | Is Omicron losing its sting?
In today’s edition of Moneycontrol Pro Panorama: ICICI Lombard makes the cut, the way forward for L&T Infotech, Budget Chart of the Day, Crypto Learn and more
BUSINESS
China factor fluffs yarn mills’ profits, will cotton prices play spoilsport?
Rising cotton prices are bringing cheer to farmers and cotton traders, but yarn mills are worried it may dull their brightened business outlook
BUSINESS
Moneycontrol Pro Panorama | India can be a growth outlier. And how!
In today’s edition of Moneycontrol Pro Panorama: Infy the showstopper, buyback tailwind for TCS, Startup Street, ABC of crypto trading and more
