TAG: MC Pro Panorama
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 | RBI Monetary Policy: The elephant has left the room
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...
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 | Time for an earnings reality check
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...
6 months ago
Moneycontrol Pro Panorama | Deluded expectations
Dear Reader,A popular trading philosophy is to buy on rumours and sell on confirmation. If we scour through past market cycles, short or long, we can find innumerable moments where indices run up ahead of quarterly earnings and then just dissipate once th...
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 ray of hope for the farm sector
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...
6 months ago
Moneycontrol Pro Panorama | Are policymakers caught in an inflation trap?
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 | India’s banks face regulatory heat
Dear Reader,Shares of Kotak Mahindra Bank fell about 11 per cent today after the Reserve Bank of India (RBI) barred the bank from onboarding new customers through its online platform and even issuing new credit cards.The regulator’s decision was not a kne...
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 | Growing bread and butter
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 | 2W sales set to zoom past PVs in FY2025
Dear Reader,The April sales numbers sustained the upbeat mood that has been prevailing among auto makers for nearly two years. Defying debates over the consumption slowdown in the country, auto companies have been outliers, clocking robust sales in two-wh...
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 | RBI fortifies the banking system, but at a cost
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...
2 months ago