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?
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
