Consumption

Consumption demand zooms to 3-quarter high; govt spending declines in Q2

Economists reckon this recovery could be a sign of the broadbasing of consumption in the economy, with rural consumption leading the way

Manufacturing muscle lifts Q2 GDP growth to 6-quarter high of 8.2%

FY26 estimates to be revised upwards after faster-than-expected expansion

Lower GST rates to spur consumption and drive growth:  S&P Global

"If India can secure a trade agreement with the US, it will reduce uncertainty and enhance confidence, which would boost labour-intensive sectors," the report added

KKR maps credit, infra push in India: Mkt of 'critical strategic priority'

India has moved to the center of KKR's Asia strategy as domestic consumption rises and policy remains supportive of private capital, Nuttall said

Orkla India vs Studds Accessories vs Lenskart IPO: Where to put your money?

Studds Accessories IPO opened on October 30 and will close for subscription on Monday, November 3, while Lenskart Solutions is set to launch its ₹7,278 crore IPO on Friday, October 31

Reading the tea leaves on consumption: Rural strong, urban to follow

Urban consumer perceptions on the economic situation are still in the negative zone, though getting progressively less negative from January 2025

NFO alert! Motilal Oswal MF launches Consumption Fund; check details here

Motilal Oswal Consumption Fund will focus on high-growth pockets of the consumption theme, including organised retail, digital services enabling consumption

Retail sector projected to nearly double to $1.93 trn by 2030: Report

India's retail sector is projected to nearly double to USD 1.93 trillion by 2030, growing at a 10 per cent CAGR, with the momentum anchored by a deep home market that acts as a buffer against global trade volatility, according to a Deloitte-FICCI report. The country's retail and consumer landscape is undergoing a transformation, powered by robust domestic consumption alongside a surge in digital adoption, premiumisation and the rapid rise of e-commerce across both urban and emerging markets, it said. As per the report titled 'Spotting India's PRIME Innovation Moment', India's retail sector was valued at USD 1.06 trillion in 2024, and the rising purchasing power, including Gen Z's direct spending capacity of USD 250 billion, is not only sustaining domestic demand but also fuelling brand confidence to scale internationally. Evolving Free Trade Agreements (FTAs) and tariff realignments are further enhancing India's export competitiveness, allowing 'Made in India' products to reach new

Investors pivot to quality, fundamental picks over momentum: PGIM India MF

As investment patterns in the Indian markets shift to high growth and good quality stocks, PGIM India MF suggests a portfolio strategy

India's household consumption set to pick up in 2-3 quarters: Report

The overall household consumption is set to pick up in the next two to three quarters on rural strength, a Swiss brokerage said on Tuesday. Softened inflation, which boosts purchasing power, improving crop outlook on good monsoons and a USD 20 billion social welfare spends on women are set to strengthen rural consumption, UBS Securities said in a report. Urban consumption will "stabilise" on aspects like RBI's rate cuts, USD 10 billion of policy stimulus through personal income tax changes and improved availability of credit, it said. "Even as rural activity is gaining traction, we believe it is still too early to expect a broad-based recovery in household consumption, as rural consumption accounts for less than half a percentage share of the total," its chief India economist Tanvee Gupta Jain said. "In our base case, we expect overall household consumption to start picking up over the next 2-3 quarters as rural consumption strengthens," she said. There is a "divide" within rural

Has Indian inequality declined? Post-tax income data holds the answer

Many who are accustomed to media reports claiming high inequality in the country have responded to the WB's claims with scepticism or outright dismissal

Gaps in data gathering understate actual levels of inequality in India

According to the Household Consumption Expenditure Survey (HCES) 2022-23, inequality in consumption did decline

Nutrition transition: Focus should now be on diet quality, protein shifts

More importantly, the wide disparities in calorie consumption between the poorest and the wealthiest have narrowed significantly, signalling a welcome reduction in nutritional inequality

Future 'very strong' as India's consumption boosts travel: Tata Sons chief

Tata Sons Chairman N Chandrasekaran on Monday exuded confidence that the future looks "very strong and bright" as growing consumption in India will drive the growth of the travel sector, sharing his outlook at the Tata Group-owned Indian Hotels Company Limited's (IHCL) AGM. Addressing shareholders of IHCL, the country's biggest hospitality player, Chandrasekaran shared that the "intent is to achieve a total global footprint of 700 hotels by 2030 and double the revenues to cross Rs 15,000 crore". The Tata Sons Chairman began his address at the Annual General Meeting (AGM) by paying tributes to those who lost their lives at the Air India plane crash recently, and also expressed a "deep sense of loss" at the passing away of Ratan Tata last October. "To lose a single person we know is a tragedy, but for so many deaths to occur at once is incomprehensible. Our thoughts are with them. I also would like to express a deep sense of loss on the passing away of Ratan Tata in October 2024. "He

Milk product intake rises as cereal, pulse consumption dips: Govt report

Intake of cereals and pulses came down in both rural and urban areas, while consumption of milk and its products showed an increase in 2023-24, according to a government report. The Household Consumption Expenditure Surveys (HCES) conducted during August 2022 July 2023 and August 2023 July 2024 showed that the consumption of egg, fish and meat has gone up in rural areas, though it remained the same in urban areas. The study showed the proportion of cereals in the consumption has decreased from 38.8 per cent in 2022-23 to 38.7 per cent in 2023-24 in urban areas. In the case of rural India, the proportion has decreased from 46.9 per cent to 45.9 per cent. For pulses, the proportion of consumption declined from 9.6 per cent to 9.1 per cent in urban areas and from 8.8 per cent to 8.7 per cent in rural areas. On the other hand, the proportion of milk and its products in the diet in urban areas increased from 12.8 per cent to 12.9 per cent, while in rural areas it rose from 10.6 per c

EAC-PM chair flags comparability issue in latest consumption surveys

S Mahendra Dev says recent HCES lacks comparability with previous surveys due to design changes and suggests pilot-stage testing should have included comparability checks

China issues new financial guidelines to spur consumption, boost income

The guidelines, drafted jointly by six government departments and released by the central bank, said China would support eligible companies across the consumer industry chain

Which consumer stocks to buy as RBI cuts repo rate, CRR, inflation eases?

Consumption stocks: With RBI cutting repo rate and CRR amid easing inflation, consumer sentiment is expected to improve. Find out which consumer stocks could benefit the most and top stocks to buy

Mospi mulls frequent expenditure surveys to track consumption patterns

The last base year revision for these key macro-economic indicators undertaken by MoSPI kicked in from January 2015

Directions in household consumption: Two sharply diverging narratives

In another narrative, since 2024 main street watchers have been flagging slower consumption growth