BUSINESS
Bajaj Auto’s KTM stake rejig signals EV strategy taking shape
Bajaj Auto’s move to restructure its KTM stake gives it much-needed access to EV technology and products, to face up to competition
BUSINESS
Drastic drop in inventory signals strong housing cyclical rebound
According to available data, the National Capital Region (NCR), Mumbai Metropolitan Region (MMR), Bengaluru and Pune together accounted for 79 per cent of the September quarter’s sales
BUSINESS
Oyo’s repositioned business is scalable, but legal cases cast a shadow
Oyo cut losses to Rs4,000 crore in FY21 from about Rs11,100 crore the previous year as it reinvented itself from an online, budget hotel chain to a technology-driven, highly scalable hospitality consultant. But there are problems, too
BUSINESS
Moneycontrol Pro Panorama | The engine revs up for Air India's divestment
In today’s edition of Moneycontrol Pro Panorama: Investors stand their ground, China’s energy pain, Tata Power’s metamorphosis, GCPL’s Indonesia headache, bond sell-off has a story to say and more
BUSINESS
Tata Motors’ India business is finally on the mend
Analysts say the “new forever” range of utility vehicles and cars have catapulted the passenger vehicle segment’s revenue to the highest in eight years
BUSINESS
Tyre companies to benefit from gathering tailwinds
The road is becoming smoother for tyre companies, as rubber prices are falling and demand is improving
BUSINESS
Moneycontrol Pro Panorama | Who's afraid of the Fed's taper?
In today’s edition of Moneycontrol Pro Panorama: Zee’s screen test, Chart of the Day, the road to taper and lift-off, Evergrande and bad loans, and more
BUSINESS
Private sector capex cycle recovery still looks dodgy
An RBI report finds that investment intentions of Indian private sector companies remain sluggish as reflected by lower numbers of new announcements and completions of projects
BUSINESS
Cement price increase critical as companies feel the cost pinch
Input cost pressures have been a threat to profitability of cement firms for the past few quarters
BUSINESS
The Green Pivot: Auto PLI aims at driving the sector for new-age technology
The overarching principle of the auto PLI is to support innovation and new auto technologies, where India needs to compete against countries such as Taiwan and China
BUSINESS
PLI scheme is a stitch in time for India's textile industry
The PLI scheme seeks to restore India's eminent market position in the global textile exporter rankings. The onus is now on companies to rise to the occasion
BUSINESS
CV makers have heavy lifting to do amid mounting headwinds to growth
CV sales are still below the August 2019 levels. Industry experts state that FY2022 sales would at best touch FY2015 levels, hardly a reason for celebration
BUSINESS
First-time investors should opt for balanced advantage schemes, says Kotak MF’s Harish Krishnan
Balanced advantage funds (BAFs) have been popular with investors so far this year, especially with those who came in when markets were on a high. Since BAFs switch between equities and debt, they offer comfort to investors.
BUSINESS
Sale of insurance business sparks a re-rating in Exide’s stock
The sale will help fund the huge capital requirement for investing in lithium-ion cell manufacturing
BUSINESS
National Monetisation Pipeline: Timely resolve, but challenges along the way
The asset monetisation pipeline shows the political will to privatise which will enthuse investors
BUSINESS
CEO Vinod Dasari’s untimely exit is only one of Eicher Motors’ many challenges
The company is grappling with many uncertainties, including weak sales growth and the semiconductor chip shortage
BUSINESS
Will Ola Electric’s aggressive pricing be a game changer in 2Ws?
From a customer point of view, the cost of ownership is critical in two-wheelers. Note that there was traction in e2W sales after the government increased subsidies for EVs under FAME II policies
BUSINESS
The Green Pivot | Scrappage policy: road to a new automotive ecosystem
Scrapping vehicles requires huge investments in infrastructure for evaluation, testing, scrappage and reuse
BUSINESS
This vintage infrastructure fund looks to gain from the renewed focus on the sector
DSP TIGER’s fund manager Rohit Singhania is bullish on the economic recovery, aided by structural reforms. He is positive on new-age infrastructure segments such as data centre development
BUSINESS
SWAMIH’s lifeline to Amrapali shows way for other stranded housing projects
Success can bring relief to lakhs of homebuyers stuck in many housing projects across the country
BUSINESS
How a tiny chip is holding the auto industry to ransom
A report by Jefferies India Pvt Ltd says leading chipmakers are hopeful of supply constraints for autos easing in the second half of 2021, though the overall semiconductor market will remain tight into 2022 as well
BUSINESS
A multi-year capex cycle in India looks convincing this time
Investor expectations from the capital goods sector are already high
BUSINESS
Maruti Suzuki: On a slippery road to recovery
With competition mounting in the passenger vehicle market, Maruti’s retail market share has been shaky
BUSINESS
Why Roshan Chutkey of ICICI Prudential MF thinks a K-shaped economic recovery will benefit banks
The fund manager of the ICICI Prudential Banking and Financial Services scheme says small investors must take the SIP route while deploying money in cyclical themes
