In today’s Moneycontrol Pro Panorama: A shot of hope for earnings, services PMI in a spot of bother, a golden run for Muthoot Finance, AC makers turn cool, L&T CFO’s optimism, what a negative real policy rate means, DIY testing a game changer and more
The RBI has to re-imagine monetary policy in the face of K-shaped growth where some sectors are hit harder than others due to no fault of theirs
Apart from liquidity, the RBI has already announced resolution framework 2.0 to mitigate the impact of the COVID-19 second wave on small business, individual borrowers and the MSMEs. This may be extended to severely impacted large customers
The pandemic has radically changed the face of diagnostics, bringing testing into the home in a way many public health officials never imagined possible
The Services PMI show the sector shrank in May, pulling down the overall economy
The central bank will depend on its arsenal of unconventional measures, including more bond buying, to provide monetary accommodation and support growth
Imports, on the other hand, weakened
Environmentalists have tasted blood in the first big victory against the powerful oil industry. Their influence may be limited but in an extremely tight oil market, every supply restriction can impact prices.
L&T revenues should double in five years without compromising on profitability, says CFO R Shankar Raman
Instead of worrying about how much CEOs are making, we should be questioning them for how much they are earning for their companies and their shareholders
Income support policies, the ILO says, are needed for the vulnerable. Could increasing capital gains tax help?
The Just In Time manufacturing that minimises the need to build up inventory is leaving companies at the mercy of pandemic-led disruptions
In today’s edition of Moneycontrol Pro Panorama: Policy tightrope for RBI, home price on a shaky pitch, lessons from Paytm IPO, a valuation worry for ITC, automakers face a long haul, Suryoday’s stock fortunes and more
A question of whether the pandemic has affected longer term demand for cigarettes hangs over the stock
The fact is the ‘reforms’ carried out in Lakshadweep would not have happened in Tamil Nadu or Rajasthan or Assam — simply because an elected government needs to return to its constituents every five years
While a total lack of control over Big Tech might seem like a recipe for chaos, a wiser course of action would be to set up an independent regulator for social media with parliamentary oversight, rather than government control
Despite attention from the government, there are many sectors that have suffered due to the GST applicability in a manner that has eroded their working capital. Therefore, there is a need now to ensure corrective actions are taken to remove certain anomalies
Indian home prices are still about 60 percent higher since 2010 in inflation-adjusted terms, the highest among major economies
Fortis expects the impact to be less severe than in first half of the previous fiscal year while Max sees faster recovery in business
Stocks and bonds rally has left asset managers seeking ways to secure long-term returns
Will Indian investors, like their brethren in the US, be patient enough to give such companies a long rope in the hope of stellar gains in the future?
The second wave of the pandemic has led to a crisis for the small farmer as he is unable to sell his milk for the second time in two years to the door to door seller or the small time aggregator
Governments and central banks may work symbiotically with commercial banks to challenge large tech, e-commerce and fintech companies as well as cryptocurrencies from dominating the payments settlement space
The US President is neither proposing nor promising a revolution, just policies that would make Americans’ lives significantly better
The new CEO’s audacious 1,250-cubic-centimetre Pan America Special is an open challenge to the European manufacturers which have long dominated the scene
