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
BUSINESS
Moneycontrol Pro Panorama | Betting on India's power sector boom
Moneycontrol Pro Panorama September 26 edition: Factors behind gold bull rally, more credit card woes for banks anticipated, hardest workers in India are from these two UTs, India's quest for job prosperity continues, and more
BUSINESS
OYO’s Motel 6 acquisition adds global visibility, but what’s with its IPO plans?
Blackstone’s exit from Motel 6 rewards its investors handsomely but will the deal add heft to OYO’s valuations that have seen significant erosion since the pandemic?
BUSINESS
Moneycontrol Pro Panorama | Takeaways from Jerome Powell’s bold 50 bps rate cut
In Moneycontrol's Pro Panorama September 19 edition: Strengthened group audits could benefit investors, Bajaj Auto’s market share expands but will margins follow, SME IPO returns losing momentum, geopolitical rivalries reshape natural gas dynamics, and more
BUSINESS
Chart of the Day | Are SME IPO returns showing signs of fatigue?
Reports about the market regulator intending to issue stringent guidelines following laxities by auditors, merchant bankers and the bourses, may have put investors on guard
BUSINESS
Bajaj Auto’s market share expands, will margins follow?
Unfortunately, two export regions for the company- Nigeria and Bangladesh- are under pressure, and that could cap margin expansion
BUSINESS
Weak order visibility deepens potholes for road construction companies
The recent Cabinet decision not approving BMP-I cost escalation and funds for MoRTH highways development plan raises concerns on future order flows for road developers
BUSINESS
Moneycontrol Pro Panorama | PM E-DRIVE scheme is FAME-II with a twist
In September 12 edition of Moneycontrol Pro Panorama: FMCG sales growth faces a big risk, what AI's impact means for investors, mutual funds hog the limelight in equity flows, a battle of proxies in J&K elections, and more
BUSINESS
Why is there optimism in commercial vehicle firms in spite of declining sales?
With better utilisation of fleet and regulatory concerns behind them, there should be replacement of vehicles over the medium term
BUSINESS
Moneycontrol Pro Panorama | Time for a reality check in equity markets?
In this September 5 edition of Moneycontrol Pro Panorama: IBC cuts leave banks gasping, unchecked climate finance rules give rise to new predators, large pharma companies see record US sales, J&K polls a tough challenge for BJP, and more
BUSINESS
Chart of the Day | How India’s fintech revolution powered digital transactions
Within UPI, Phone Pe and Google Pay bite off a major chunk of the market with 51 and 35 per cent share, respectively
BUSINESS
Indian component makers stare at risks from slowing global auto sales
Slowing global auto sales and cautious management commentary hint at moderation in India’s auto component exports in the near term
BUSINESS
Puzzling divergence between private consumption growth and facts on the ground
Growth in private consumption in the Q1FY25 GDP numbers took all by surprise. But granular data from segments such as auto, cement and some discretionary consumer goods could pose as risks to sustained demand expansion
BUSINESS
Moneycontrol Pro Panorama | SEBI cautions on SME IPOs, will the party continue?
Moneycontrol's Pro Panorama August 29 edition: Softening outlook for Indian banks, decoding India's economy story via GDP data, quick commerce competition heats up, BJP's violent protests in Bengal backfires, and more
BUSINESS
Chart of the Day | Growth potential sees competition hotting up in Quick Commerce
The QC market is expected to scale up seven times into a $40 billion business by 2030
BUSINESS
Positive cash flows drive DLF towards gross zero debt
DLF’s unsold inventory dropped steadily from a high of 70 months in FY2017 to the present level of 16 months, a big relief to carrying cost and interest outflow
BUSINESS
Unfazed by low prices, cement makers firm up capacity addition plans
Although prices have bounced back from lows it is unlikely that they will go so high that companies can clock huge profit margins
BUSINESS
Kotak’s Sanjeev Prasad: How much should investors pay for future growth?
As the market stands, valuation remains a niggling worry for many. Sanjeev Prasad, MD, Kotak Institutional Equities, tells you how to mute the noise and where to step in to make money
BUSINESS
Demand boom drives new home launches from realty firms
Strong pre-sales and timely execution of projects has translated into higher revenue for realty companies
BUSINESS
Moneycontrol Pro Panorama | Valuations soar amid slowing earnings growth
In August 20th edition of Moneycontrol Pro Panorama: Lessons for India in Vietnam's FDI sweepstakes gain, can India tackle an Mpox outbreak?, traders need to use new tools as market health worsens, steel consumption is on an upward track, and more
BUSINESS
Bangladesh crisis, a risk or an opportunity for India’s textile industry?
The political turmoil in Bangladesh may hit yarn and fabric exports to the region; India’s textile industry could also look at opportunities in the global apparel trade
BUSINESS
Tyre makers' profits wedged between rising rubber prices, slowing demand
As rubber prices continue to surge, tyre makers indicate 5-6 per cent increase in raw material cost in Q2 compared to Q1FY2025
BUSINESS
Implications of LTCG amendment for real estate buyers and the industry
It is a win-win for both property buyers and the government, given that real estate will be treated at par with other asset classes and investment decisions will veer towards generating higher returns
BUSINESS
As CV sales stutter, is a downcycle imminent?
The average age of the CV fleet, which has surged to a record high of 10 years, is likely to fuel healthy replacement demand, albeit a few quarters away
