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
BUSINESS
Chart of the Day | Sharp earnings cuts to drag Indian equity markets lower
The increase in divergence between Bloomberg consensus estimates for FY2025 and bottom up Nifty estimate shows lack of confidence on prospects of upgrades in the near term
BUSINESS
DLF cashing in on demand for luxury property
DLF scores over its peers as it has turned cash flow positive in both business segments -- residential and commercial
BUSINESS
Moneycontrol Pro Panorama | Will supply additions sour long-term profits of hotels?
For Moneycontrol's Pro Panorama October 25 edition: Markets unable to regain lost ground, transition in tech and energy will fuel copper demand, balancing investment returns and core values, Germany is India’s gateway to European integration, and more
BUSINESS
Road developers set to gain from NHAI’s asset monetisation push
Monetising road assets through TOT and the rising FASTag collections could help garner funds for NHAI’s new projects
BUSINESS
Chart of the Day | Hotel room supply to tilt towards midscale economy segment
The pan-India increase in average room rate has gone up in the last two years in US dollar terms, but it is still 50 per cent lower than that of FY2008
BUSINESS
Expensive Orient Cement buyout will boost Ambuja’s operational efficiencies
The deal valued at $114/tonne gives Ambuja the much needed clinker capacity, limestone reserves, and a greater presence in the southern cement market
INTERVIEW
We will not sacrifice profitability for market share: Shenu Agarwal, MD and CEO, Ashok Leyland
Higher interest rates do make vehicle financing more expensive, impacting the purchasing power of fleet owners and small businesses, says the CEO
BUSINESS
Moneycontrol Pro Panorama | Ratan Tata: India's torchbearer of globalisation
In today's edition of Pro Panorama: Tata's enduring legacy, case for a rate cut, advantage logistics, India's growth curve and more
BUSINESS
We expect GDP growth rate to slow to 6.1 percent in FY2025: Nikhil Gupta, chief economist, Motilal Oswal Financial Services
The gap in the K-shaped recovery in consumption is narrowing even as real consumption growth is on the upward trajectory
BUSINESS
Chart of the Day: What is the Mcap-to-GDP ratio signalling about equity valuations?
The ratio is close to highs scaled in December 2007 just prior to the unfolding of the Global Financial Crisis
BUSINESS
As JLR’s sales hit the skids, is an earnings downgrade imminent for Tata Motors?
Apart from supply issues at JLR, global car demand is slowing even as Tata Motors is faced with moderation in CV and PV sales in the domestic market
BUSINESS
Moneycontrol Pro Panorama | Are equity markets getting immune to geopolitical shocks?
In Moneycontrol Pro Panorama October 3 edition: India’s pharma sector has failed consumers, Middle East's quest for peace, Ukraine’s victory plan has nothing to talk about, India needs to reduce high logistics cost, and more
BUSINESS
Chart of the Day | Need to reduce India’s high logistics costs
India’s high logistics cost, when compared with other countries, is due to the high modal mix skewed towards road transport, which is expensive
BUSINESS
Will it be a festive season sans cheer for automakers?
Peaking of urban demand, waning of revenge spending and elevated inventories with moderating sales in recent months portray a dull festive season for autos
