Post-Poll Survey | Kerala voters made up their mind much in advance
A voter survey conducted by the Centre for Public Policy Research showed that about 60 percent of the voters made up their mind on whom to vote for well before the election campaign started
Moneycontrol Pro Panorama | The need to plug gaps in India’s vaccination drive
In today's edition of Moneycontrol Pro Panorama: The exit poll maths, volume play at HUL, the Weekly Tactical, Zomato IPO buzz, the red flags in US economy and more
The challenges facing HUL in FY22
HUL’s March quarter results were healthy but inflation and COVID-19 have sprung a challenge it needs to overcome
Exit polls add to the suspense
Exit polls are generally a better indicator of electoral trends and results than opinion polls. There is broad consensus on who’s winning all the states, barring West Bengal which shows a split verdict
Margin debt and leverage are flashing red, again
Much of the froth in US markets is being driven by unusual liquidity flows that may reverse soon
Zomato IPO: Is it worth the hype?
The sooner Zomato comes out of the cash burn business model, the better will be its chances be in attracting quality investors.
Gateway Distriparks’ results indicate resilience in EXIM trade
The improvement in profit margins of Gateway Distriparks and a positive outlook has led to earnings upgrades by analysts
The vaccination policy: How does India stack up against others?
The developed economies have not involved the private sector in their vaccination programmes
Poll heat over, exit polls spring few surprises
The BJP is at an advantage in West Bengal
Foreign Affairs | India-US ties in light of the COVID-19 second wave
India has to keep in mind that it cannot walk the path of development alone. Many countries can help, but it's the US that has the most capacity to substantially contribute to help India’s journey down this road
SEBI's skin-in-the-game circular to mutual fund AMCs has good intentions, but is not well thought out
Mere participation in the mutual fund scheme by employees and directors of the AMC is not a shield against underperformance or indeed wrongdoing
Moneycontrol Pro Panorama | Is Sebi’s move on MF pay a game changer?
In today’s edition Moneycontrol Pro Panorama: An IPO with a difference, Fed’s shot of hope, Maruti’s margin call, Moderna’s vaccine push and more
West Bengal | BJP’s advance and TMC’s miscalculations
This closely-fought election between the TMC and the BJP was actually kicked off in 2019, when the national party belied all predictions to win 18 Lok Sabha seats with 40.6 percent votes
Moderna increases vaccine supply target to 3 billion for next year
The investment boost for vaccine production comes as India grapples with a severe wave of coronavirus fuelled by a new variant
Chart of the Day | FMCG companies need a relook at what’s sitting on their shelves
In a number of FMCG categories, three-fourths of the variants contribute to only 2percent of category sales
Power Grid InVit IPO offers the best of both worlds — equity and debt
Downside risk limited, investors can expect yield of 10-12%
Maruti’s eroding profit margin requires deep repair in product line-up
Apart from the voluntary plant shutdown to free up oxygen supplies, Maruti has managed its manufacturing operations surprisingly well so far this year
Why there aren’t more Happiest Minds waiting in the wings
In order to sight the next Happiest Minds, we may need to look elsewhere, at firms which are differently configured from traditional IT services companies
Is there a war coming between China and the US?
As China, Russia and Iran challenge the post-World War II order more aggressively, many wonder whether the US has the energy, allies and resources for a new geopolitical brawl
The IAF is best suited to lead India’s theatre commands
The ISRO has so far confined itself to providing imagery data support to the armed forces and, therefore, would need a doctrinal shift away from its wonted ‘civilian’ role to help the Air Defence Command
Moneycontrol Pro Panorama | India’s growth engine is feeling the heat
In today’s edition of Moneycontrol Pro Panorama: the way out of NPA trouble, an economic blueprint to tackle second wave, steel sector outlook, the road ahead for Maruti, revisiting bond investing and much more
How to overhaul asset reconstruction companies? RBI paper has some answers
The design of the bad bank/ARC proposed by the government will be key to its success in resolving the NPA issue
There’s only one risk to the bright outlook for steel
Steel demand in 2021 and 2022 is expected to grow as the world economy recovers
Bond investing needs a complete rethink
Climate change is strongly influencing where and how money is invested
Turkey’s cryptocurrency crisis may have a silver lining
The events in Turkey highlight the risk associated with cryptocurrencies that are increasingly being traded globally and are not governed by any authority.
