Ravi Ananthanarayanan

Articles: 11

Subscribers: 0

Moneycontrol Pro Panorama | What the new fiscal year brings, some old, some new

Dear Reader,In a few weeks from now, India’s companies will total what they did in a year, financially speaking, and report it to their shareholders. Fourth quarter results too will be released, but they are more of a balancing figure. While we will be on...

6 months ago

Moneycontrol Pro Panorama | Year of the consumer

Dear Reader,Will this be the year that consumer stocks come back in the reckoning? It’s a question that applies particularly to FMCG companies. Despite being a populous country, with a large and high growth economy, India’s consumption engine did not do a...

6 months ago

Moneycontrol Pro Panorama | In Biden we (still) trust

Dear Reader,So much changed last weekend. On Saturday night, Iran unleashed a barrage of drones and missiles against Israel. These were duly neutralised by Israel’s much-touted defence system while its allies did their bit to shoot down the rest. A few di...

6 months ago

Moneycontrol Pro Panorama | A matter of taste

Dear Reader,Long-time shareholders of Nestle India must have skipped a heartbeat at last week’s developments. Its shares fell sharply after news of a Swiss NGO report which said the company’s baby food sold in India and other developing countries containe...

5 months ago

Moneycontrol Pro Panorama: A shoulder to the consumption wheel

Dear Reader,It’s a familiar story with investors by now. India’s capex engine has been running mainly on government fuel with little support coming from the private sector. Optimists may say that when things go darkest it is then that the dawn is near. An...

5 months ago

Moneycontrol Pro Panorama | Where will the money come from?

Dear Reader,The Panorama newsletter is sent to Moneycontrol Pro subscribers on market days. It offers easy access to stories published on Moneycontrol Pro and gives a little extra by setting out a context or an event or trend that investors should keep tr...

5 months ago

Moneycontrol Pro Panorama | Many hopes riding on the monsoon

Dear Reader,One of the weak links in India’s consumption story has been rural consumption, primarily due to income stress. Rural demand has been under the weather as a result. Even in the current quarter, consumer companies have pointed to signs of a reco...

2 months ago

Moneycontrol Pro Panorama | Two steps forward, one step back

1 month ago

Moneycontrol Pro Panorama | Private capex’s roar is finally audible

Dear Reader, The Panorama newsletter is sent to Moneycontrol Pro subscribers on market days. It offers easy access to stories published on Moneycontrol Pro and gives a little extra by setting out a context or an event or trend that investors should keep t...

1 month ago

Moneycontrol Pro Panorama | HUL shareholders scream for ice cream

1 month ago

Moneycontrol Pro Panorama | 25 or 50 bps? It’s a coin toss

Dear Reader,This week’s main event for markets is the US Fed’s decision on interest rates. Of course, it’s a foregone conclusion that rates will be cut, but to dismiss the importance of this event would be a mistake. For one, it caps a journey that began...

1 month ago