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    • Moneycontrol Pro Panorama | What a December move by RBI, Fed means for the Indian economy

      In Moneycontrol Pro Panorama November 26 edition: For India, a rate cut right now is not just a monetary signal. It is a chance to revive momentum

    • Festive spark for QSR, but recovery still half-baked? Experts weigh in

      QSRs will benefit from India’s consumption growth,but health trends, competition and high capex keep investors cautious, say experts. Product innovation, operating leverage, and GST 2.0 benefits are the key drivers for margin expansion, they say.

    • Chart of the Day | Credit Boom: Businesses see financial flows jump sharply in first 7 months of FY26

      A sharp uptick in both bank credit and non-bank financing is fuelling easier access to capital for India's commercial sector, with total financial flows rising nearly 24 percent in the first seven months of FY26

    • Moneycontrol Pro Panorama | Lessons from Eli Lilly in corporate longevity

      In Moneycontrol Pro Panorama November 25 edition: Labour Codes do not create flexible work environment legal, rate cuts may revive market sentiments, nominal GDP of over $11 trillion looks within reach, and more

    • India’s capex story: Govt spending up 40%, order books rise 21%, says CareEdge

      An analysis of 1,899 listed non-financial companies showed corporate capex rising 11% Rs 9.4 lakh crore in FY2025, with the bulk of spending concentrated in oil and gas (19%), power (15%), telecom (10%), automobiles (9%), iron and steel (7%) and non-ferrous metals (5.5%).

    • Will rate cuts revive market sentiments?

      Bull markets occur in spite of three powerful countervailing forces – limited resources of bulls, selling pressure by profit takers and/or bears and gravitational forces. When there is expansion in the first criterion – ample supply of money at lower interest rates-- markets witness euphoria

    • Moneycontrol Pro Panorama | TCS Bets Big on AI Infrastructure—But is India still playing catch-up?

      Moneycontrol's Pro Panorama November 24 edition: IT sector continues to navigate uncertainty, reasons behind Rupee’s slide and implications for stakeholders, strong market momentum meets weak sentiment, and more

    • Howard Marks: 'People are shakily optimistic'

      The Oaktree chair on Fomo, private credit, and the challenge of remaining prudent 

    • Funds build cash, valuations bite: Why midcaps may stay on the backfoot

      A tactical cash build-up by domestic funds ahead of January earnings and stretched valuations are among the reasons why the broader market momentum seems to have paused. Experts feel large-caps may continue to outperform in the near term as investors prioritise safety over momentum.

    • OPINION | India’s 16th Finance Commission and the equity-efficiency nexus in federalism

      India’s 16th Finance Commission and the equity-efficiency nexus in federalism  The 16th Finance Commission has finished its report which will shape the flow of resources to states for the next five years. As we await the report, a fiscal economist outlines the tricky terrain of striking a fine balance between equity and incentivising efficiency among states with different capabilities

    • Pro Market Outlook | Strong momentum meets weak sentiment

      Global markets fell after strong US jobs data dimmed rate cut hopes, while the Indian rupee hit a record low and US-India trade uncertainty hurt investor sentiment.

    • Moneycontrol Pro Weekender | Siren Song

      Nvidia's blockbuster earnings weren't a victory lap -- they were the siren song luring global markets towards a capital reallocation to AI so massive, concentrated and fragile that even a small crack could capsize everything

    • Moneycontrol Pro Panorama | A new AI order is reshaping real estate 

      Moneycontrol's Pro Panorama November 21 edition: CAG audit reveals problems in Delhi's broken bus services, India’s private banks get another shot at wealth, impact of new emission norms on construction equipment makers, Asim Munir’s nuclear rattling runs the risk of an escalation, and more

    • Securities-related UPI payments shrink for fifth straight month in October

      Market-linked transactions fall 8.6% even as most consumption categories show strong festive gains

    • Street sweet on consumer stocks, while Kotak says valuations are sour

      According to Kotak Institutional Equities, the Street’s valuation logic for consumer companies is outdated in the context of the fundamentals.

    • Moneycontrol Pro Panorama | A bag of chips full of air

      Moneycontrol's Pro Panorama November 20 edition: India's trade ties tilt more to China, position your equity portfolio smartly before the next re-rating, China charts climate course to enhance global clout, and more

    • OPINION | Fair Trade Regulator: Why CCI should upgrade its enforcement arsenal

      The goal of fostering a fair and equitable marketplace remains common unless repeated violations become collateral damage. CCI penalised FPBAI for anti-competitive practices, reinforcing India’s strengthened competition law and stricter enforcement powers

    • FIIs trim stake in defence stocks in Q2: Profit booking or valuation retest?

      FIIs trim defence bets after a sharp rally, raising questions on valuations even as BEL, HAL and other PSU majors post steady execution and reaffirm guidance.

    • Sky Gold and Diamonds: The outlook is in a bright spot

      A reduction in working capital and increased profitability would mean SGDL is likely to turn operating cash flow positive by FY28

    • TRAI orders BFSI sector to shift to ‘1600’ calling series by early 2026 to curb fraud

      TRAI has now fixed a phase-wise migration schedule.

    • Moneycontrol Pro Panorama | Fintechs are quietly winning the retail loan race

      Moneycontrol's Pro Panorama November 19 edition: A silent shift is underway in India’s credit landscape, with fintechs pulling ahead in consumer lending while traditional banks remain trapped in their old ways.

    • Decoding Economics: Which days really move global markets?

      New research from the US Fed pinpoints the specific US and political events that trigger global risk aversion, offering Indian investors a powerful tool to anticipate volatility rather than just react to it

    • Moneycontrol Pro Panorama | India's US LPG Import Pact: Strategic diversification or bargaining chip?

      Moneycontrol's Pro Panorama November 18 edition: India's October trade deficit balloons and gold rush give a different story, markets lukewarm response to decent Q2 earnings decoded, RBI targets export relief with precision, and more

    • Mankind Pharma hit by domestic slowdown, slow BSV synergy and GST 2.0, but margin guidance intact

      Mankind Pharma CEO Sheetal Arora has attributed the slowdown to GST 2.0 disruptions and uneven monsoon.

    • The Butterfly Effect is a key risk for investors

      An increase in interest rates in this country can singe equity markets globally, including India’s as well

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