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?
BUSINESS
Moneycontrol Pro Panorama | As the Fed pauses, the world watches
In this edition of the Moneycontrol Pro Panorama: India Inc awaits reforms and growth drivers in Budget, latest PV sales data shows slowing demand, India’s fiscal position compared to Asian peers, monetary reflation needed to balance fiscal consolidation, and more
AUTOMOBILE
Budget Snapshot | It’s time to turbo-charge electric vehicle sales
The government must set right the anomalies in tax structure wherein batteries and certain components in EV manufacture attract a higher GST than the EV itself
BUSINESS
Q3 results of Hyundai, Maruti, Tata Motors point to slowing PV demand
Demand for PVs is dented, thanks to the high base of earlier years, high inflation and sticky interest rates that are impacting discretionary spends
BUSINESS
TVS Motor Q3: Profitability gains play out from product premiumisation
TVS has, over the years, recorded impressive improvement in its positioning across ‘growth’ categories like premium motorcycles, scooters and also exports
BUSINESS
Moneycontrol Pro Panorama | The Budget must address the three Cs that flag slowing growth
For the Jan 23 edition of Moneycontrol Pro Panorama: BJP's Annamalai must shed lone ranger role, Budget 2025 needs to rethink agricultural policies, startups riding the faith wave, will tax policies get a new role in Budget, and more
BUSINESS
Budget Snapshot: Weak capex could drag Centre’s spending to a 6-year low in FY2025
Economists underscore the need for Centre’s capex to expand by 65 per cent yoy between December and March to meet the FY25 target of INR 11.1 trillion
BUSINESS
Moneycontrol Pro Panorama | The oil conundrum surfaces again
In the Jan 16 edition of Moneycontrol Pro Panorama: India’s defence budget explained, the timing to present a dream Budget is perfect, a likely boost to affordable housing, sugar stocks face an uphill year, and more
BUSINESS
Budget Snapshot | A shot in the arm for affordable housing?
It is imperative to boost housing in rural areas through measures such as incentives for first time buyers or even on loans which people could avail to convert ‘kaccha’ homes into ‘pucca’ ones
BUSINESS
Budget 2025: Besides higher capex, India must boost private investment in roads
The government’s capital outlay for the road sector is likely to increase by 8-10 percent in FY2026 budgeted expenditure, which is likely to support the improvement in road execution
BUSINESS
Will JLR’s improving sales bring comfort to Tata Motor's profitability?
While CVs saw flattish growth in volumes, the company has lately lost market share in PVs in domestic markets. Even electric vehicle (EV) sales ramp up leaves much to be desired
BUSINESS
Moneycontrol Pro Panorama | Time to be cautiously contrarian?
In Moneycontrol Pro Panorama January 9 edition: A long-term investor mindset will help make money, focus on new products at pharma companies draws to a close, Meta’s latest shift befuddles Indian fact-checkers, and more
BUSINESS
Budget Snapshot | Will Budget 2025 see higher focus on government capex?
In the current fiscal year, the government has had the tough task of balancing subsidies to alleviate the impact of rural distress on the one hand and capex for economic growth on the other
BUSINESS
Domestic rubber prices fall, but it is early for tyre firms to rejoice
In the current fiscal year, tyre makers took price hikes of about 5-6 percent in replacement markets mainly, which is hardly sufficient to offset the pain from raw material price increases
BUSINESS
Moneycontrol Pro Panorama | A peek into 2025 through RBI's Financial Stability Report
Moneycontrol's Pro Panorama December 31 edition: India’s real estate on verge of transformation, India's dependence on L-ion battery import to come off sharply, Trump tariff's to add meaty twist to trade trajectory, eight SC rulings in 2024 that hold major impact, and more
BUSINESS
Moneycontrol Pro Panorama | India’s tourism sector uncorks the bubbly
In this editing of Moneycontrol Pro Panorama: Indian banks gearing for change in new year, how the trading cycle will fare in 2024, steel production and it's supply side explained, and more
BUSINESS
New entrants to spice up equity listings in hotel sector
A defining feature is the rising presence of realty developers and private equity backed hotels that are seeking to list
BUSINESS
Bleak global outlook, a negative for Indian auto component exporters
A weak demand environment in global auto sales coupled with sluggishness on home turf could be tough posers for India’s component manufacturers
BUSINESS
Moneycontrol Pro Panorama | SIPs brush aside worries on growth, inflation
In December 12 edition of Moneycontrol Pro Panorama: LIC continues its dismal performance in retail insurance, crypto likely get a relook under now RBI chief, quick commerce may be a bigger problem to kiranawalas than predicted, Gen-Z is redefining the future, and more
BUSINESS
Michelin Camso buyout to drive Ceat’s earnings prospects
Deal valuation looks reasonable given global brand access, access to two manufacturing units and also when seen in comparison to OHT leader Balakrishna Industries which trades at 6.2 times EV/sales
BUSINESS
Moneycontrol Pro Panorama| Are potholes deepening for auto companies?
In this edition of Moneycontrol Pro Panorama: This hotel stock may be worth adding to your portfolio, economic realities could nullify Trump’s threat to BRICS, weak wage trend may impact consumption, IT firms' time & material revenue halves in two decades, and more
BUSINESS
Is the recent rally in cement stocks justified?
Cement prices in November were still nearly 7 per cent below the year-ago period, on an all-India average basis.
BUSINESS
Why construction firms’ earnings may face a speed bump in the near term
Project execution in the years of general elections fell by an average 5 percent YoY in four prior instances, independent of whether there was a change in the government or not
BUSINESS
There is ample global funding for viable infrastructure projects: VA Tech WABAG CMD Rajiv Mittal
WABAG’s order book is 80 percent from government and flagship domestic projects
