BUSINESS
Moneycontrol Pro Panorama | Dire strait
Moneycontrol Pro Panorama June 23 edition: US attacks on Iran can rattle markets, indulgent borrowing benefits neither you nor the government, TCS and Infosys are reinventing their brands, Maharashtra is becoming opposition-mukt, and more
BUSINESS
Are cracks deepening in the residential property market?
Demand for homes is weakening in some markets and price points but easy inventory levels are a positive
BUSINESS
Moneycontrol Pro Panorama | It's not the rate pause but stagflation that's worrisome
In Moneycontrol's Pro Panorama June 19 edition: India's gain from Modi’s latest G7 outing explained, is the oil industry in a crisis, will cement prices rebound after FY25 lows, microfinance troubles could be a temporary blip, and more
BUSINESS
Siemens’ Sunil Mathur is confident of a private capex pick-up
Factories are running at 75-80 percent of their capacity in several sectors, levels at which capex plans take shape. But a string of geopolitical conflicts and the resulting uncertainty has made them cautious, says the company's MD & CEO
BUSINESS
Moneycontrol Pro Panorama | India Inc delivers its best in 17 years — but can the rally withstand global shocks?
For Moneycontrol Pro Panorama June 12 edition: India’s Nifty 500 firms ended FY2025 with a 17-year high profit-to-GDP ratio of 4.7%, driven by private, multinational, and mid-small cap companies, despite global economic headwinds
BUSINESS
Amid stuttering sales, PV makers brace for more challenges
The interest rate cut could be a shot in the arm for the entry-level category whose sales are sharply decelerating
BUSINESS
Kotak’s Sanjeev Prasad says market valuations ignore looming economic challenges
India’s rural consumption is improving, thanks to good monsoons in 2024 and decent crop output in the last two crop seasons (2024 kharif and 2025 rabi)
BUSINESS
Moneycontrol Pro Panorama | Auto industry chokes on China’s rare earth curbs
For Moneycontrol Pro Panorama's June 4 edition: MPC meet begins but what awaits the markets, India set for modest growth as global risks rise, data suggests improvement in labour participation and consumer sentiment, and more
BUSINESS
The risks Exide, Amara Raja face in transition to Li-ion batteries
Over the long term, Li-ion batteries segment could see heightened competition which may put to test the market share enjoyed by both these leaders so far
BUSINESS
Vietnam’s Vinfast entry to fuel battle for EV supremacy in India
It may be the largest selling EV back home but it's yet to make a mark in international markets
BUSINESS
Moneycontrol Pro Panorama | New twist in the tariff tale
For Moneycontrol Pro Panorama's May 29 edition: India destroyed fake news machinery during Op Sindoor, uptick in rural wages augurs well for consumption, IIP data confirm PM's warning on foreign imports, zero electricity prices reminds to stay cautious, and more
ECONOMY-2
Is the pace of EV adoption slowing in India?
The next two years are critical to see a decline in battery costs and interest rates tango to drive down EV prices
BUSINESS
Moneycontrol Pro Panorama | It's a pause in tariff wars, not the end
In Moneycontrol Pro Panorama's May 15 edition: India’s growing concert economy needs guardrails, a seasonally slow month for life insurance, growth outlook dims for AC makers, a diplomatic outreach that matches India's aspirations, and more
BUSINESS
Q4FY2025 earnings takeaways: is the worst of downgrades behind us?
Earnings growth outpaced the top line expansion implying that profits accrued largely from margin improvement
BUSINESS
What’s Fuelling the Market Rally? Ceasefire, Global Deals, and FII Hopes
Given the relative valuations of Chinese markets and their long-term underperformance, a tactical momentum in Chinese inflows is to be expected and that could be at the cost of India
BUSINESS
UK-India FTA | Opportune time for cotton textiles to weave better fortunes
India’s overall textile exports, particularly cotton textiles, had stagnated over the last decade due to tariff disadvantage and rising procurement price of yarn
BUSINESS
Moneycontrol Pro Panorama | Fed in a fix
In Moneycontrol Pro Panorama May 8 edition: Operation Sindoor's impact on India’s tourism industry, India’s premium valuations can weather limited military action, Pakistan’s terror network funding, navigating Indian equities amid escalating tension, and more
BUSINESS
Operation Sindoor: Will it hurt India’s tourism industry?
If the conflict prolongs, it could impact Foreign Tourist Arrivals (FTA) into the country that are key to higher revenues for airline and hospitality companies, besides raking in foreign exchange for the country.
BUSINESS
Will commercial vehicle sales stage a comeback sooner than later?
CV sales are at a crossroads given weak demand from user industries but there are some signs of improved business sentiment and reasons to believe in recovery
BUSINESS
UltraTech: Are gains from acquisitions beginning to play out?
The recently acquired India Cements and Kesoram Cement were in the spotlight in Q4FY2025 for improved performance
BUSINESS
Is the Gold Rush here to stay?
Trend reversals in gold prices are not uncommon but only when the myriad uncertainties are behind, and that is anybody’s guess
BUSINESS
Moneycontrol Pro Panorama | What’s driving the outperformance of Indian equities?
In the April 22 edition of Moneycontrol Pro Panorama: RBI wants better monetary transmission for banks, profitable IPOs take centre stage globally, diversified infra firms are on better ground, ice cream re-emerges as hot favourite this summer, and more
BUSINESS
Why diversified infra firms are on better ground than their highway counterparts
Few companies have met their FY2025 order book guidance, given the slack in government tendering activity, particularly in roads
BUSINESS
Moneycontrol Pro Panorama | Risks that loom over India’s IT sector
In this edition of Moneycontrol Pro Panorama: Trump’s policies are undermining dollar, new guard rails for gold loans a boon or bane, India's higher education needs government funding to make it a superpower, normal monsoon creates conditions for higher rural growth, and more
