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Vatsala Kamat

Senior Associate Editor

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Moneycontrol Pro Panorama | Will the stars align in favour of consumption?

BUSINESS

Moneycontrol Pro Panorama | Will the stars align in favour of consumption?

In this edition of Moneycontrol Pro Panorama: Andhra's alcobev companies in high spirits, public sector banks must be on new government's agenda, need better plan to avoid load shedding, call for action on land restoration, and more

Electric vehicles: Miles to go before reaching the EV goalpost

BUSINESS

Electric vehicles: Miles to go before reaching the EV goalpost

The expiry of FAME II subsidies had seen a drop in EV sales lately. However, the automobile industry has been proactive in its efforts to invest in new electrification technology supported by government initiatives. Will a newly elected government continue these initiatives?

Will infrastructure capex lose steam under the new government?

INDIA

Will infrastructure capex lose steam under the new government?

The NDA winning the 2024 elections with a slimmer majority raises a pertinent question whether government outlay on infrastructure will continue with the same fervour as seen in the past

Moneycontrol Pro Panorama | S&P ups India's rating outlook, but investors wait for poll results 

BUSINESS

Moneycontrol Pro Panorama | S&P ups India's rating outlook, but investors wait for poll results 

In today's edition of Moneycontrol Pro Panorama: Indian startups' funding crisis a temporary hiccup, demand grows for lab-grown diamonds, can oil rally sustain momentum, recoveries through insolvency code remains low, and more

New EPR provisioning adds to cost pressures of tyre makers

INDIA

New EPR provisioning adds to cost pressures of tyre makers

The need to provide for EPR is an added pressure on profit margins of tyre companies at a time when input costs are also inching up

Expect low to mid-teens earnings growth in Nifty during FY25: Kunal Vora of BNP Paribas

MARKETS

Expect low to mid-teens earnings growth in Nifty during FY25: Kunal Vora of BNP Paribas

Upgrades are seen in PSUs, pharma and auto companies in the last few quarters, but there have been disappointments in sectors like consumer staples, IT services and metals

Moneycontrol Pro Panorama | The force called Nvidia in artificial intelligence

BUSINESS

Moneycontrol Pro Panorama | The force called Nvidia in artificial intelligence

In this edition of Moneycontrol Pro Panorama: India’s shareholders are flexing their muscles, RBI fattened government's purse but at what cost, need to make climate finance fair and equitable, Byju's founder must take a backseat for the company to survive, and more

Siemens: Business rejig a step towards greater profitability

INDIA

Siemens: Business rejig a step towards greater profitability

Sale of its India wind turbine business is Siemens Energy’s strategic move to stem losses and makes a choice to focus on lucrative markets such as the US and Europe

Moneycontrol Pro Panorama | Cooling US inflation good news for emerging markets 

BUSINESS

Moneycontrol Pro Panorama | Cooling US inflation good news for emerging markets 

In today's edition of Moneycontrol Pro Panorama: India may have a better chance with EU over China, Chabahar port can be India's door to Central Asia, rural economy continues to slump, are corporate laws effective in preventing corporate frauds? and more

Capital goods firms’ results reflect varying sectoral prospects of domestic economy

EARNINGS

Capital goods firms’ results reflect varying sectoral prospects of domestic economy

Recent results of cap goods firms mirror robust infrastructure capex in the country translating into good order flows, but some near-term hiccups in orders from process industries and large orders

Tata Motors: Risks to growth mar euphoria over zero debt

EARNINGS

Tata Motors: Risks to growth mar euphoria over zero debt

The management narrative of moderation in sales for some geographies and auto segments along with rise in costs suggests that earnings growth has peaked for the near term

India has a lot going for it: Lakshmi Iyer of Kotak Alternate Asset Managers

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

Moneycontrol Pro Panorama | 2W sales set to zoom past PVs in FY2025

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

Chart of the Day: Corporate revenue growth slackens over three straight quarters

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

UltraTech’s Q4 reflects cement industry trend of driving sales amid weak prices

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

Moneycontrol Pro Panorama | India’s banks face regulatory heat

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

Changing contours of India’s commercial real estate market

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

Will Bajaj Auto’s product fix help sustain rich valuations?

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

Moneycontrol Pro Panorama | Are policymakers caught in an inflation trap?

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

PV electrification set to power ahead in India

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

Godrej Properties: Standing tall among peers

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

Rising retail appetite for infra projects augurs well for sector

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

Moneycontrol Pro Panorama | Rising oil prices will be a headache for the MPC

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

Siemens: poised to ride on India’s rising capex momentum

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?

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