Nomura sees GCPL, Tata Consumer, Marico, and Britannia as the key near-term winners of the commodity downcycle.
Vehicle purchase intent (VPI) up 6.6 points YoY, with EV adoption rising to 60 percent, reflecting confidence in big-ticket and sustainable purchases.
Motilal Oswal continues to favour leading staples companies, including HUL, GCPL and Marico, as beneficiaries of renewed consumption momentum.
Japan's economy expanded at a stronger rate in the fiscal first quarter than previously estimated, despite worries about US tariffs and domestic political uncertainty, according to government data released Monday. The Cabinet Office said Japan's real gross domestic product, the sum value of a nation's goods and services, grew at a seasonally adjusted 2.2% annualised rate in the April-June quarter from the previous quarter. That was better than the preliminary estimate for 1.0% growth, which came out last month, as solid consumer spending and inventories lifted growth more than previously thought. Quarter-on-quarter, Japan's GDP grew 0.5%, up from the initial estimate for a 0.3% rise, which was also what analysts projected, according to RaboResearch. That marked the fifth straight quarter of growth. The annualised number shows what the growth, or contraction, would have been if the quarterly rate continued for a year. US President Donald Trump's move to raise tariffs on Japanese ..
Consumer spending, which accounts for more than two-thirds of economic activity, rose 0.5 per cent last month after an upwardly revised 0.4 per cent gain in June
Capex to consumption: Emkay Global adjusts investment strategy amid shifting consumption trends across urban and rural India
Financial technology firm Zaggle on Thursday said it has partnered with travel and expense solutions provider Mesh Payments to tap the global spend management market. Zaggle, in a statement, said that its association with Mesh Payments will enable Indian MNCs to manage global expenses across the US, Europe, and Latin America using Mesh's capabilities to issue corporate cards in global markets. Mesh's global clients operating in India, through their GCCs, can leverage Zaggle's spend management ecosystem, including prepaid cards, forex cards and corporate credit cards, it added. Zaggle founder and Executive Chairman Raj P Narayanam said the partnership with Mesh is a strategic move to extend the platform's leadership beyond borders. Citing a Deloitte report, Zaggle said that the top 100 companies in India spend more than USD 2.2 billion on business travel. India's digital transformation is creating unprecedented demand for intelligent spend solutions, and we are uniquely positioned
A new study has found that around 30 million people fall into the 'emerging' or 'aspirant' consumer category who have only recently begun spending more but remain cautious in their financial choices
Beijing launches a bold plan to boost consumer spending, crack down on fraud, improve product quality, and create a safer, more reliable market for shoppers across China
The gaps in urban areas were even wider, with urban Gujarat spending ₹17 and urban Punjab ₹12 on beverages and processed foods for every ₹1 spent on eggs, fish and meat
The increase was in line with economists' expectations. In the 12 months through December, the PCE price index advanced 2.6%. That was the biggest gain in seven months
With billions in subsidies, the initiative aims to attract new consumers, but experts are divided on whether it will drive lasting change or just provide a short-term economic boost
The move is part of China's efforts to encourage consumption to offset the effects of any new US tariffs on Chinese exports, which have been a key growth driver
Top execs plan to go on hiring spree, expect govt to offer tax incentives
President Xi Jinping has declared boosting domestic consumption the top priority for 2025, as his government ramps up efforts to bolster a slowing economy
Indian households grappled with soaring prices in 2024 as inflation strained budgets and reduced purchasing power. High inflation rate cut into savings and curbed discretionary spending of consumers
India's swelling urban middle class has been the engine of its growth for far longer than government capex has
Initial data from NielsenIQ for October shows overall FMCG growth at 4-5 per cent, with volume growth at around 3 per cent and price growth at just 1-2 per cent
According to CAIT survey, the period from November to mid-December is likely to witness 3.5 million weddings in India
Industry executives have observed a decline in the share of the Rs 5 segment within the FMCG market, which was 35 per cent two years ago