Moneycontrol PRO

Vatsala Kamat

Senior Associate Editor

Moneycontrol

Moneycontrol Pro​ Panorama | Auto wreck

BUSINESS

Moneycontrol Pro​ Panorama | Auto wreck

In today’s edition of Moneycontrol Pro​ Panorama: Bond yields flashing red, Sri Lankan crisis decoded, Jinping eyes third term, Start-Up Street and more

Voltas may regain market share, but not without denting margins

AUTOMOBILE

Voltas may regain market share, but not without denting margins

The biggest risk to profit expansion, apart from competition, comes from skyrocketing raw material prices, foreign exchange volatility and supply chain disruptions

ABB’s timely rejig insulates it from business cyclicality

BUSINESS

ABB’s timely rejig insulates it from business cyclicality

Steering away from being a pure capital goods firm catering to power and power-related businesses and moving into new-age areas such as robotics, business automation, electrification and energy-efficient solutions and services have made its portfolio more resilient to business cycles

UltraTech Cement rivets on growth in spite of mounting cost pressures

BUSINESS

UltraTech Cement rivets on growth in spite of mounting cost pressures

UltraTech Cement is convinced about the upcycle in Indian cement, despite global gloom due to the prolonged Russia-Ukraine war and spiralling inflation

Does it make sense for Holcim to quit the Indian market?

BUSINESS

Does it make sense for Holcim to quit the Indian market?

Any exit from Indian markets will be in keeping with Holcim’s Strategy 2025 that is a journey towards its green focus. Recent acquisitions by the Swiss-based cement giant in building solutions and products, while simultaneously divesting its stake in Asian countries and others such as Russia and Brazil reinforce this strategy 

Moneycontrol Pro Panorama | What is holding back Mr Market from breaking free?

BUSINESS

Moneycontrol Pro Panorama | What is holding back Mr Market from breaking free?

In today’s edition of Moneycontrol Pro Panorama: Amara Raja a bright spark, IMF sees a ‘slack’, L&T falls short of crease, and more

Pent-up demand set to boost hotel sector prospects

BUSINESS

Pent-up demand set to boost hotel sector prospects

High inflation could squeeze profitability though

Textile industry at a crossroads on soaring cotton prices 

BUSINESS

Textile industry at a crossroads on soaring cotton prices 

The problem is that if textile mills pass on the impact of higher input prices, that could make India’s export price unviable in global markets

Moneycontrol Pro Panorama | Fledgling Hawk

BUSINESS

Moneycontrol Pro Panorama | Fledgling Hawk

In today’s edition of Moneycontrol Pro Panorama: A high-growth bet, Weekly Tactical Pick, Sri Lanka’s descent, Personal Finance and more

Moneycontrol Pro Panorama | Will pricey commodities throw EVs off track?

BUSINESS

Moneycontrol Pro Panorama | Will pricey commodities throw EVs off track?

In today’s edition of Moneycontrol Pro Panorama: Making sense of market volatility, Zomato and 10 minutes, GST makeover, Chart of the Day and more

Pricing power key for capital goods firms as input costs spiral on Ukraine flare-up

BUSINESS

Pricing power key for capital goods firms as input costs spiral on Ukraine flare-up

Prices of metals such as steel, aluminium and copper, which are critical inputs for capital goods and engineering, procurement and construction companies, have flared up

Case for capex in office property is getting stronger

BUSINESS

Case for capex in office property is getting stronger

With return to office being the new mantra, several factors are coming together to drive capital expenditure in creating fresh office premises over the next three years

Moneycontrol Pro Panorama | Fresh COVID curbs in China have supply lines gasping for air

BUSINESS

Moneycontrol Pro Panorama | Fresh COVID curbs in China have supply lines gasping for air

In today’s edition of Moneycontrol Pro Panorama: Inflation red flag, CUB’s rising profile, why Russia scores in India, the recovery tracker and much more

Why IPO markets could remain listless for some time

BUSINESS

Why IPO markets could remain listless for some time

The global turmoil and nervous secondary markets have led to a postponement of new issue plans by a host of companies

Moneycontrol Pro Panorama | War, oil, sanctions bring auto industry to heel

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

Gold prices will trend up over the next 12-15 months, says Anil Ghelani of DSP Investment Managers

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

Russia-Ukraine conflict:  External risks could prolong Maruti’s struggle to claw back earnings

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

Moneycontrol Pro Panorama | India’s trade sailing into choppy waters as war drags on

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

Ukraine flare-up: How oil price surge could play spoilsport in Centre's funding plans for roads

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 

Cummins India’s growth may stutter as new emission norms unfold

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 

Moneycontrol Pro Panorama | War bugle shakes financial assets, barring gold

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

Will the summer of 2022 cheer AC makers after a 2-year chill?

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

GMR Infra: Unlocking value as airports business takes wing

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

Bharat Forge | New growth levers tango with cyclical rebound 

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

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