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
BUSINESS
Tailwinds to lift IndiGo into high skies
While several factors are supportive of Indigo’s surging valuations, the industry is not sans some risks. Read here
BUSINESS
Data Story | Changing topography of PE investments in real estate
PE investors in India shifted lanes from commercial real estate that attracted huge investments in FY2024 to logistics and warehousing
BUSINESS
How hard will JLR’s pause on US exports hit Tata Motors?
A bumpy road ahead for JLR with revenue and earnings cuts in the near-term seen given the need to rework trade terms with the US market
BUSINESS
Moneycontrol Pro Panorama | The costs of Trump's Liberation Day spectacle
In April 3 edition of Moneycontrol Pro Panorama: US unleashes a new Weapon of Mass Destruction, India's digital payments ecosystem needs a revamp, what to expect from Q4 bank results, force behind China's tech market boom, and more
BUSINESS
Quick Take: Will steep US tariffs warp India’s textile industry?
Intro: Given that India’s textile industry operates on thin margins, how can it hold its ground and what will be the outcome of such hefty tariffs?
BUSINESS
Moneycontrol Pro Panorama | US tariffs on autos put industry on edge
In today’s edition of Pro Panorama: Trump’s latest tariff salvo, a stock with sparkle, L&T’s masterstroke and more
BUSINESS
Larsen and Toubro's unprecedented move in global energy
With its latest achievement, L&T is not just breaking records but also paving the way for a larger role on the international stage. Here's why this development is a game-changer
BUSINESS
Data at a Glance: Will realty firms achieve pre-sales guidance for FY2025?
Pre-sales values achieved until the December quarter show that the ask rates are reasonable
AUTOMOBILE
April Price Hikes: Will passenger vehicle sales stall further?
Given the declining PV sales and rising inventory levels with dealers, all eyes are on the three to four per cent hike expected in April by PV makers
BUSINESS
Are Indian auto component firms’ earnings at risk from soft demand, tariffs?
If the US implements reciprocal tariff on Indian component imports, the impact would need to be absorbed by Indian auto component manufacturers or US OEMs, the former being more likely
BUSINESS
Moneycontrol Pro Panorama | Are historical market valuations relevant in the current context?
In this edition of Moneycontrol Pro Panorama: India’s P2P lending space needs overhaul, stress lurks in two-wheeler finance, options traders not earning profits, lessons from China's support for local startups, and more
BUSINESS
Moneycontrol Pro Panorama | Turning Inward: How nations are redefining their economic strategies
In Moneycontrol's Pro Panorama March 6 edition: IMF warning on NBFC concentration risk and its impact, headwinds in cement sector short lived, derivative trading norms just got tighter, India needs to rethink its credit growth strategy, and more
