BUSINESS
M&M leaves Ssangyong behind, but has a rocky road ahead
M&M faces twin challenges of supply chain disruptions and capital allocation
BUSINESS
Fund Manager Insights | Inflationary signs not encouraging for equity markets: Rahul Baijal of Sundaram Mutual Fund
Challenging times call for some readjustments. The recent rally has also seen a shift (rotation) globally from growth to value-investing.
BUSINESS
Why the Budget sidelined realty with some tweaks in affordable housing and REITs
The budgetary allocation under Pradhan Mantri Awas Yojana (rural and urban) although revised from original estimates for FY2021, showed no increase for FY2022 at Rs27500 crore
BUSINESS
Vehicle scrappage policy at last, but the devil is in the detail
A voluntary scheme is unlikely to work unless incentives are really high
BUSINESS
How demand for utility vehicles is revving up the auto sector
One reason for sales growth is the flurry of new launches in 2020, especially in the compact UV segment
BUSINESS
Home advantage for hotels, but earnings show it’s a small room to view
Foreign tourism has to improve to push occupancy and room rates higher from the current levels
BUSINESS
Tata Motors: Investors buy into hope of cyclical recovery, ignore structural challenges
The China business turnaround remains elusive, with continued market share losses
BUSINESS
Home sales: A case for sustained upcycle ahead
With real rates turning negative and a steep drop in bond yields and bank deposit rates, the attractiveness of owning physical assets has improved
BUSINESS
DLF: Gearing up to ride the next realty wave in residential segment
Tailwinds from the government’s incentives towards affordable housing, property price correction in key metro cities, lowest interest rates and ample liquidity in the system are factors that point to improving sales prospects in the quarters ahead
BUSINESS
Life stage financial planning: Money management in your 50s, the last decade of active work life
The 50s age group is your last chance to maximising your return on investments. Invest in equities, but also start planning your retirement
BUSINESS
How the pandemic will power battery makers’ fortunes in the industrial segment
The digital push has recharged the prospects for industrial batteries
BUSINESS
Life stage financial planning: Saving for children’s goals and retirement in your 40s
Financial planning in your 40s is tricky. Your parents may have retired and may become dependent. Your children’s education and other expenses may shoot up
BUSINESS
Govt should help industry in reducing cost of doing business, says Siemens MD & CEO
The MD & CEO of Siemens Ltd feels that the biggest challenge for global supply chains is to manage costs and stay competitive.
BUSINESS
Mahindra’s Ssangyong defaults on loan repayment, what next?
Mahindra’s intent to sell its 75% equity stake in the company or at least lower it to 50% hinges on finding a new investor, which looks difficult under present circumstances
BUSINESS
Supply chain disruptions to derail auto industry prospects
A severe supply shortage of semiconductors is the culprit
BUSINESS
Road sector reforms welcome, but it won't be a smooth ride for government or developers
Reforms will ease developer cash flows, but could also lead to hyper-competition in the sector as contractors bid aggressively for projects at the cost of their own profitability
BUSINESS
UltraTech expansion underpins cement industry optimism and improves return ratios
Operating leverage and cash flows coupled with a lower rate of capital expenditure are likely to boost UltraTech's return on capital employed from the current 10 percent to about 14 percent
BUSINESS
Can you make money from ESG investing?
Companies that have low ESG scores could lose prominence or importance in the investment horizon of institutions, even if they generate higher profits
BUSINESS
Autos: Headwinds lose speed, pave the way for a broader recovery
The upward trajectory may not, however, be a smooth one as seen by stuttering auto retail sales in October and November
BUSINESS
Market leader Maruti Suzuki needs to up its game to sustain its rich valuations
While Maruti's sales growth has been strong, the larger concern is the limited scope ahead for premiumisation
BUSINESS
M&M's new capital allocation strategy could unlock shareholder value
The realignment of capital allocation is timely. It will curb the flow of money into loss-making entities, which has peeved minority investors
BUSINESS
HAM road projects makeover a positive, but leaves existing developers hanging
The key change of linking interest rate on HAM projects to the average MCLR of the top five scheduled commercial banks is a big positive
BUSINESS
PLI scheme: Electronics shows the way, will others follow suit?
Initial concerns about the scheme's ability to attract investments are receding after the experience in electronics. Last month, the government approved 16 applicants for large-scale electronics manufacturing under PLI. The companies’ total production is expected to be about Rs 10,50,000 crore in the next five years, of which around 60 per cent will be exports
BUSINESS
Weak retail sales raise concerns of a patchy recovery for the auto sector
There are, however, two contrasting views on the slowdown, with some arguing that it's due to delay in registrations
