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
BUSINESS
Moneycontrol Pro Panorama | Is the property market boom here to stay?
In Moneycontrol Pro Panorama November 21 edition: RBI's conservative stand on credit risk, mass consumption key to steady economic growth, SEBI's dubious crackdown on finfluencers, investors can make the most of a volatile market, and more
BUSINESS
Prospects for REITs light up on upcycle in office rentals
The distribution per unit to the investors rose by 5-7 per cent for all three REIT firms when compared to the year-ago period
BUSINESS
Moneycontrol Pro Panorama | Indian equities could see more correction ahead
In Moneycontrol's Pro Panorama November 14 edition: Trump tariffs can spell dilemma for emerging markets, banks are de-risking but not all loans are slowing, Indian startups not yet ready to board the AI bus, important to get the timing right for an IPO, and more
BUSINESS
Chart of the Day | Q2 road tenders rise, but power sector shines in project awards
Power sector's share was highest in Q2FY2025's project awards due to increased demand for power in the last few years
BUSINESS
ABB India: Change in order flow mix a boon or bane?
ABB India’s playbook is poised to cash in on high growth businesses that is aiding profitability and return ratios. Will it sustain?
BUSINESS
All the signs point to a downcycle in commercial vehicles
Lack of strong bounceback in infra activity, moderating urban demand and easing truck rentals raise doubts over CV sales improving
BUSINESS
Moneycontrol Pro Panorama | As global banks cut rates, will RBI act in tandem?
For Moneycontrol Pro Panorama's November 8 edition: Crypto market in celebratory mood after Trump's victory, infrastructure or consumption or exports pick your favourite theme, consumption stocks face investment issues, Chandrachud leaves behind a contested legacy, and more
BUSINESS
Why a Trump victory is good for the economy, markets and India
A higher focus on manufacturing, enabling investment in technology sectors, China +1 are likely to be positives for the US and Indian economy. How the Fed reacts is a crucial factor to watch, says S Krishnakumar, founder-director, Lion Hill Capital
BUSINESS
Why Exide Industries, Amara Raja could face margin pressure ahead
Lead prices, which account for around 60 percent of the total battery cost, are higher than the pre-Covid levels and unlikely to come off soon
BUSINESS
How to decode the festive sparkle in October auto sales
All the festivals came bunched up in October, which along with hefty discounts, fuelled PV and 2W retail sales. Will this continue?
BUSINESS
Cracks deepen in cement firms’ profitability after pricing pressure
