Consumer companies are caught between a rock and a hard place
Asian Paints’ margins disappointed but it had its reasons for not hiking prices. As unprecedented inflation is sending input costs soaring, whether to protect margins or volume growth is the difficult question
Australia should change laws to accommodate crypto, Senate report says
The report, published by the Senate's Committee on Australia as a Technology and Financial Centre on October 20, also calls for clarity on rules about when banks can refuse to deal with a business customer involved in cryptocurrency
Facebook and the dangers of single-minded focus on profit maximisation
A whistleblower has alleged that Facebook Inc ignored the negative impact of its platforms and chose profits over people. While stakeholders benefit in the short-run, such decision-making may break shareholder trust and question the sustainability of businesses
Google on track for Climate Change options, but more needs to be done
The economic world needs a tectonic shift in its relationship with the environment, and urgently needs to examine its energy sources, emissions, and its commitment to addressing the climate crisis in tangible ways
Is Facebook too big to change?
Public outcry, critical review, regulatory censure, even steep fines, nothing seems to be able to turn the Facebook juggernaut from the path it has chosen
The Green Pivot | New EV play can spark faster turnaround for Tata Motors in passenger vehicles
Tata Motors' move to keep the new EV company asset-light is prudent, given that it would dip into all synergies that the parent company can offer
Independent Directors | Sebi rules may be loaded against small companies
Professionals would prefer to take on an advisory role in smaller companies where they do not run the risks associated with the position of an Independent Director
Air India is no golden bird, and the government did well to privatise it
Congress leader Priyanka Gandhi Vadra might feel that the Air India was sold off at a throwaway price. The hard fact is the national carrier was haemorrhaging State exchequer for far too long
New clothes for the Maharaja
If the Tatas think on their feet, they can pull off cosmetic and operational changes even before a complete overhaul
Interview | Tata Power is eyeing double-digit ROE, ROCE in next 2-3 years: MD & CEO
Tata Power is reducing debt and expanding its renewables' business, and expects full effect of its restructuring efforts to reflect from FY23 onwards
Moneycontrol Pro Weekender | The Maharaja has left the building
Privatisation of Air India means a one-time hit to the exchequer in the form of debt, but it’s a small price to pay for the government
FMCG profit margins could slip in pursuit of higher sales growth
FMCG companies are absorbing higher costs in a bid to support higher sales growth. That’s a wise strategy but can leave some scars in the near term
Moneycontrol Pro Panorama | Energy crunch engulfs the globe
In today’s edition of Moneycontrol Pro Panorama: Gas price on fire, domino effect of gas flare-up, the $10-trillion man, NTPC braves crisis, the crypto policy landscape, key takeaway from the Zee saga and more
The $10-trillion man: How Larry Fink became king of Wall Street
Having founded a small bond investment house just three decades ago, Fink has managed to build BlackRock into a vast financial empire
Bajaj Auto’s KTM stake rejig signals EV strategy taking shape
Bajaj Auto’s move to restructure its KTM stake gives it much-needed access to EV technology and products, to face up to competition
Markets can be cruel: The key lesson from the Zee episode
If Zee’s promoters had not pledged their stake to fund their investments into unrelated businesses, they would not be in this position today
Moneycontrol Pro Panorama | Why investors should care about the aftereffects of disruption
In today’s edition of Moneycontrol Pro Panorama: Moody’s change of mind, The NBFC worry line, ‘chemical’ reaction to China crisis, IT’s on a roll, Merck drug shows promise, what decides returns, and more
What’s next in the Srei resolution process?
Resolution is likely to take a long time but, from a long term perspective, it is time to bring back the FRDI bill
Moneycontrol Pro Panorama | Air India to Zee, the corporate pot boils
In today’s edition of Moneycontrol Pro Panorama: Zee’s tug of war, Sirca Paints India has more room to run, a new chapter for Equitas SFB, economy’s silver bullet, the Eastern Window, EV revolution and more
Electric vehicles: The revolution is finally here
After years of talk from carmakers, the industry is rapidly being transformed as companies stake their future on EVs
Goenka-Invesco tussle: Both need a crucial bargaining chip belonging to the other
The Zee-Invesco episode seems destined to be decided in the courts as a conflict of interest between the promoters and a large shareholder plays out
Oyo’s repositioned business is scalable, but legal cases cast a shadow
Oyo cut losses to Rs4,000 crore in FY21 from about Rs11,100 crore the previous year as it reinvented itself from an online, budget hotel chain to a technology-driven, highly scalable hospitality consultant. But there are problems, too
As GMR’s demerger nears, all eyes are on airports valuation
GMR Infra’s demerger plan has entered the final leg. Will a separate listing of its airport business unlock value for investors?
The road ahead for Godrej Consumer’s Indonesia business
The near term is likely to be weak although growth could improve in the medium term. Investor attention will anyway shift to the new MD and CEO’s plans for the company
