TAG: 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 | 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 | 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 | 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 | 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 | A Middle Eastern nightmare or a Chinese wake-up call?
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...
1 week ago