BUSINESS
India has a lot going for it: Lakshmi Iyer of Kotak Alternate Asset Managers
The top fund manager rules out any aggression in terms of rate cuts and sees rates at around these levels longer
BUSINESS
Moneycontrol Pro Panorama | 2W sales set to zoom past PVs in FY2025
In today’s edition of Pro Panorama: SME loan mispricing, fate of global equity rally, decoding Musk’s China trip and more
BUSINESS
Chart of the Day: Corporate revenue growth slackens over three straight quarters
After moderating in FY24, revenue growth rate on an annual basis is expected to inch up from 8 per cent in FY24 to 9-10 per cent in FY25
INDIA
UltraTech’s Q4 reflects cement industry trend of driving sales amid weak prices
Cement firms gained from decline in operating costs, led mainly by a steep drop in fuel and energy costs, which offset softer realisations
BUSINESS
Moneycontrol Pro Panorama | India’s banks face regulatory heat
In today’s edition of Pro Panorama: A falling knife, a stock with more room to run, HUL growth story buzzing big, the heat factor in elections and more
BUSINESS
Changing contours of India’s commercial real estate market
The commercial property market is dotted with multinational captive centres that are morphing from providing back-end operational support to even managing cutting-edge innovations for their parent firms
BUSINESS
Will Bajaj Auto’s product fix help sustain rich valuations?
The auto maker is firing on all cylinders, but concerns on its ability to sustain domestic sales growth, exports and rise in costs remain
BUSINESS
Moneycontrol Pro Panorama | Are policymakers caught in an inflation trap?
In today's edition of Moneycontrol Pro Panorama: IMF warns of private credit risks, bull rally in metals decoded, Bangladesh witnessing an ‘India Out’ campaign, long-term equity returns unaffected by polls, and more
INDIA
PV electrification set to power ahead in India
The push for Make-in-India can catalyse localisation, innovation and competition in the world’s fourth-largest PV market
EARNINGS
Godrej Properties: Standing tall among peers
An outlier in pre-sales of homes in recent quarters, the March quarter is commendable for GPL, though reduction in interest outflow would improve investor returns
BUSINESS
Rising retail appetite for infra projects augurs well for sector
Sustained government focus on infra, regulatory reforms and healthier company balance sheets have raised investor confidence
BUSINESS
Moneycontrol Pro Panorama | Rising oil prices will be a headache for the MPC
In this edition of Moneycontrol Pro Panorama: South Asia's 'Jobless Development' becoming a problem, the hunt for critical minerals gets daunting, rise in informal employment concerning, turncoats in Odisha have struck the jackpot, and more
INDIA
Siemens: poised to ride on India’s rising capex momentum
Siemens will gain from infra capex and private sector capex too by way of strong order flows, but is the stock valuation steep?
BUSINESS
Moneycontrol Pro Panorama | Will M&As be the flavour of 2024?
In today’s edition of Pro Panorama: Disrupter’s moment of truth, churn in startup funding, data makes a new statement, the need for 3R and more
WORLD
A challenging road for forgings exporters as global truck demand stutters
Sluggish CV sales growth in 2024 may be a blip, given that new emission norms effective in US from 2027 may lead to pre-buying, which will once again augur well for forging companies
BUSINESS
Moneycontrol Pro Panorama | Fed’s last-mile quandary is no worry for markets
In this edition of Moneycontrol Pro Panorama: India's rising inequality not a political handicap, gold to glitter more in 2024, thermal plant incentives a boon for NTPC, BJP can overtake TMC in Bengal, and more
EARNINGS
The tale told by recent tyre price cuts
The price cut particularly in truck tyres paints a cautious outlook for CV demand and tyre sector's profitability that may have peaked
BUSINESS
Moneycontrol Pro Panorama | ‘Tis the time to cherry-pick stocks
In this edition of Moneycontrol Pro Panorama: SEBI tries to rein in the raging bulls, SKM split threatens farmers’ agitation, is India-EFTA trade agreement achievable, alleged illegal stock options transaction saga continues, and more
INDIA
Has the SEBI chief finally reined in the raging bulls?
While the near-term positives are already priced into valuations, there are some challenges from weak domestic consumption and slow exports
BUSINESS
Amid weak demand, cotton price surge adds to woes of yarn mills
The textile industry utilisation levels remain a concern globally and hence, any spurt in cotton prices would certainly tell on industry profit margins
BUSINESS
Moneycontrol Pro Panorama | FAME II subsidy scheme, if extended, can turbo charge EV demand
In this edition of Moneycontrol Pro Panorama: Indian bond market riding high, advertisers disagree with consumption spending data, gender bias perception higher in affluent women, the rise and fall of mutual funds, and more
INDIA
Chart of the Day: Insights on gender bias and pay gap
Perception of gender bias and pay gap is higher among affluent women although there is evidence of greater women's participation at work place and on company boards
BUSINESS
Tata Motors’ demerger offers investors a global car maker in JLR
The demerger offers investors the twin benefits of participating in the domestic CV segment while also getting an opportunity to own a pure-play global car company
BUSINESS
Tata Motors demerger: JLR in the driver's seat for PV valuations
The demerger's timing is opportune given the easing debt overhang of JLR and news of an IPO by Hyundai on Indian bourses and will offer Indian investors the opportunity to own a pure-play global car company
