Ravi Ananthanarayanan

India’s steel demand and prices have moved up, while China’s output and exports have fallen. Steel companies’ earnings are likely to be robust in this scenario

Measures being taken by the EU and the UK to limit tariff-free steel quotas and hike duties pose a challenge to the global steel industry

Its Q4 results have accounting changes that cloud the initial post-tax hike picture. But staggered price hikes and the ‘re-architecting’ of its portfolio also mean the true impact of tax hikes on its performance is yet to play out

NielsenIQ data show rural volume growth turned negative but urban held strong. But that’s not the only reason why listed companies may be insulated from risks lying in wait

With five listed entities instead of one, Vedanta’s shareholders can choose which business to invest in. While that is no doubt a good development, shareholders will want more clarity on another key aspect

Early updates from FMCG majors point to a healthy double-digit sales growth backed by improved volume growth. A promising outlook is subject to El Nino’s impact and a new key risk

Ravi Ananthanarayanan Dear Reader, The Panorama newsletter is sent to Moneycontrol Pro subscribers on market days.

Every week brings another reason to worry; every week, the dip gets bought

Moneycontrol Pro Weekender

In this edition of Moneycontrol Pro Panorama: India weighs continuity against fresh semiconductor policy, improving fundamentals could lift Indian market sentiment, student anger reflects deep structural problems in education, and more