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
BUSINESS
Moneycontrol Pro Panorama | Powell signals new beginnings, will the RBI tune in?
In today's edition of Moneycontrol Pro Panorama: Gurgaon’s real estate rush explained, government's priorities reflect in Budget 2024 allocations, Gen AI needs better strategies for future growth, will VC funding turn the course for startups, and more
BUSINESS
Chart of the Day: What’s driving Gurgaon’s gold rush in real estate?
Apart from the pandemic and work-from-home model increasing demand for larger dwelling units, rising disposable income is driving luxury home sales
BUSINESS
Adani, Birla acquisitions could reshape southern cement landscape
Large cement companies have sufficient levers in terms of cost synergies and branding, which along with quality improvement and green energy usage, could lift realisations over time
BUSINESS
Moneycontrol Pro Panorama | Cement Thalaivar bows out
In this edition of Moneycontrol Pro Panorama: India needs to check its policy towards Chinese investment, markets poised for a turbulent week ahead, pros and cons of the budget explained in a nutshell, decoding corporate tax rates, and more
BUSINESS
Ola’s ride to electrifying profits may have near-term shocks
The price band of INR 72-76 per share implies a valuation that is at a discount to the last investment made by Singapore-based Temasek in the company
BUSINESS
Moneycontrol Pro Panorama | Nasdaq rout, a wake-up call?
In this edition of Moneycontrol Pro Panorama: IT services sector is yet to see broad-based recovery, government bonds are on an uptrend, infrastructure FDI equity inflows on the up, Budget 2024 has something for everyone, and more
BUSINESS
Will Budget's measures on infrastructure development spur private capex recovery?
In keeping with its conservative fiscal path, the government proposed to support states with long-term loans, viability gap funding and also multi-lateral funding o support large projects.
BUSINESS
Address bottlenecks to private sector participation in infra play: Economic Survey 2023-24
The survey points to the lack of an independent regulator for infrastructure, which will expedite resolution of litigations and any bottlenecks in these projects which have long-gestation periods
BUSINESS
As Hero MotoCorp’s No.1 position faces challenges, will the stock see a de-rating?
Honda’s gain in key motorcycle segments and Hero’s woes of poor demand in the mass market segment, which is its stronghold, have helped the former close in on Hero’s No.1 position in the 2W market
BUSINESS
Moneycontrol Pro Panorama | Q1 FY2025 results: Will the party on the Street continue?
For the July 11 edition of Moneycontrol Pro Panorama: Energy sector awaits Budgetary plans to fight crisis, lessons to learn from Paytm Bank fiasco, semiconductor manufacturing still relies on govt subsidies, generative AI's dalliance with film making, and more
