For ITC’s valuations to improve, its cigarettes business has to light up
A question of whether the pandemic has affected longer term demand for cigarettes hangs over the stock
Lakshadweep Crisis | Residents in Union Territories must enjoy the same rights as those in full-fledged states
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
What constitutes an ideal social media policy?
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
Relaxing certain GST provisions is the need of the hour
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
Chart of the Day | Indian home price slump worst in the world
Indian home prices are still about 60 percent higher since 2010 in inflation-adjusted terms, the highest among major economies
Second COVID-19 wave less damaging for Max, Fortis Healthcare
Fortis expects the impact to be less severe than in first half of the previous fiscal year while Max sees faster recovery in business
‘Game over’: Investors hunt for new model after years of broad gains
Stocks and bonds rally has left asset managers seeking ways to secure long-term returns
Loss-making Paytm's IPO will be a test case for new generation companies
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?
A looming crisis for the dairy sector
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
Central Bank Digital Currencies have a role to play in commercial banking, and how!
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 radical modesty of Biden’s Budget
The US President is neither proposing nor promising a revolution, just policies that would make Americans’ lives significantly better
A new era dawns for Harley-Davidson
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
Moneycontrol Pro Panorama | Macro resilience explains buoyant equities
In today’s edition of Moneycontrol Pro Panorama: PMI cheers, economy’s wounds healing, the GDP questions, growth capsule for Aurobindo Pharma, the simmering prices and much more
India’s manufacturing sector continued to expand marginally in May despite the lockdowns
The Monetary Policy Committee will have to consider rising inflation in manufactured goods prices
A new economic era: Is inflation coming back for good?
Economists and policymakers favour a gentle annual increase in prices of around 2 per cent
Cryptocurrencies will democratise finance the way Internet did for information
Positive regulation is going to tremendously help the adoption of this digital asset. With regulation, and adoption, the cryptocurrency market will become mature and mainstreamed
Should GST compensation be extended beyond 2022?
We should not forget that the ongoing pandemic is not only affecting the revenue of states, it is impacting the Centre too
PNB Housing shareholders to benefit from Carlyle's offer
After the preferential offer and warrant conversion PNB’s holding in PNB Housing Finance will be reduced to 20.3 percent while that of Carlyle’s will increase to 50.4 percent.
Market share gains drive growth higher at Lux Inds and Relaxo Footwears
Shares of Relaxo Footwears and Lux Industries outperformed their larger peers by a wide margin in the past one year. Lux Industries' revenue growth is notably better than that of its peers
Is Nifty at 15,500 a bubble?
Though markets may rise sharply and some stocks may be trading at unsustainable levels, the overall market is far from the bubble territory due to the four factors outlined below
In the January-March 2021 quarter, growth climbed to the pre-pandemic level
If we leave out the agriculture sector, then growth in the non-farm sector of the economy in Q4, 2020-21, was 3.8 per cent, well above the 3.1 per cent growth in the non-farm sector in Q4, 2019-20.
Reassess your spending and saving
Whether your bank account rose or fell during lockdown, now is the time to take stock and chart your next steps
The US airline rebound accelerates
Fares have nearly climbed back to pre-pandemic levels, and travellers are booking flights months ahead, especially leisure travellers, giving airlines the confidence to schedule more flights
Indian Equities | The road to the next trillion
The addition of the next trillion dollars in market capitalisation could be even faster now. The optimism stems from the fact that the COVID-19 vaccination drive is the beginning of the end for the pandemic and the post-pandemic economic revival is likely to be pretty strong, not only in India but also globally
Moneycontrol Pro Panorama | Investors should keep an eye on data to know what lies ahead
In today’s edition of Moneycontrol Pro Panorama: What to track on GDP radar, India Inc’s earnings prowess, M&M on a high-octane drive, Sun Pharma’s speciality edge, changing job contours, Why KEC boss is upbeat, GuruSpeak and much more
