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
BUSINESS
Retail auto sales belie hopes of broad-based consumption recovery
Recent auto retail numbers are perplexing as 2W and lower-end car sales show declining trend indicating pain at the bottom of the pyramid
BUSINESS
Moneycontrol Pro Panorama | UltraTech's diversification move stuns the Street
In Moneycontrol's Pro Panorama February 27 edition: Trump leaves Europe’s future weakened and uncertain, a drop in lead prices to ease pressure on battery makers, SEBI's plan to curb manipulation in F&O stocks, and more
BUSINESS
Is execution slowdown a sign of potholes emerging in the road sector?
The slowdown in growth of toll traffic, government capex in roads, pace of project execution by developers all point to slowdown in orders
BUSINESS
Moneycontrol Pro Panorama | Tariff wars may put India’s auto industry at a crossroads
For February 20 edition of Moneycontrol Pro Panorama: FMCG outlook remains tough despite easing valuations, tariffs on pharma to hurt both India and US, Trump admin proves to be a nightmare for policymakers, and more
BUSINESS
Why, despite gaining market share, is the M&M stock falling?
Over the nine months ended FY2025, M&M gained 1.9 percentage points in PV market share to about 12 percent while the shares of Maruti Suzuki India, Hyundai India and Tata Motors fell
BUSINESS
Global Tariff Tensions: Bernstein’s Venugopal Garre on risks, resilience
The Indian economy has bottomed out. The pace of recovery will, however, be slow given the lack of global support, inability to drive leverage-led growth and constrained government finances.
BUSINESS
Moneycontrol Pro Panorama | As inflation cools, will the RBI cut rates faster?
In Moneycontrol's Pro Panorama February 13 edition: Apollo Tyres look toward a better road ahead, drop in inflation numbers could lead to next rate cut, are banks toeing the regulatory line, rise in consumption can catalyse investment, and more
BUSINESS
Is the worst behind for Apollo Tyres?
A weak domestic and global environment, moderating sales in domestic and international markets and skyrocketing rubber prices have punctured investor optimism
BUSINESS
What Indian EPC companies need to brace for
Given that over the last two years, the Budget did little to rev up allocations in infrastructure the EPC sector may continue to face sluggish order flows, unless private capex takes over
BUSINESS
Moneycontrol Pro Panorama | Amid global mayhem, what do Q3 results foretell?
In this edition of Moneycontrol Pro Panorama: Budget push for MSMEs would work, the stark inequalities in consumption, declining sugar output poses challenge for mills, will Trump tariff tremor quicken India-UK FTA, and more
BUSINESS
Why order flow challenges could mount for India’s capital goods firms
Recent feedback from the stakeholders in roads, metro rail and water segments indicates that while the bid pipeline is strong, the pace of project awards is slowing
BUSINESS
It's over to the private sector for capex
The Budget has done its best to nudge the private sector capex by encouraging PPP models in some infra segments and revving up consumer demand
BUSINESS
Economic Survey points to limited uptake of private investment in many core sectors
While the government is doing all it can to pump prime infra development, why is there slack in private capex?
