Consumption Growth

Manufacturing reality: Domestic vs foreign consumption gets more complex

The degree of domestic versus foreign contribution to the consumption of a nation's economy

Where to invest as markets overcome tariff fears? Analysts weigh in

From Ridham Desai of Morgan Stanley, Wei Li, Global Chief Investment Strategist, BlackRock Inv. Institute and Shridatta Bhandwaldar of Canara Robeco MF, here is the market strategy of leading analysts

Jubilant Food, Devyani: Will Budget-led consumption boost pop their stocks?

Shares of Restaurant Brands Asia, Westlife Foodworld, Sapphire Foods India, Jubilant Foodworks and Devyani International can rally up to 15% from present levels, suggest technical charts.

Best of BS Opinion: India's Budget menu: Bold flavours or comfort food?

Our Editorial comment and columnists dissect the Union Budget 2025 to see what makes it tick, and what doesn't

Consumption stocks rally on Budget proposals; Maruti Suzuki, Trent surge 7%

The Union Government has raised the income tax exemption limit to Rs 12 lakh per annum under the New Tax Regime, Finance Minister Nirmala Sitharaman said while presenting the Budget 2025

Five things stand out in Budget 2025 as it works on fiscal consolidation

As Finance Minister Sitharaman has mentioned that the revenue foregone would be Rs 1 trillion, one can assume that it would lead to Rs 70,000 crore of consumption

Paints sector looks for consumption-boosting measures in upcoming Budget

A 5 per cent price cut taken last year, new entrants capturing some market share, and an overall slowdown in the discretionary category

India's credit market reflects K-shaped pattern, says Nomura report

Share of consumption loans is increasing, while share of asset-creating loans is falling

Green shoots seen on consumption, food inflation likely to fall: Ficci Prez

"Green shoots" are visible on the consumption front as food inflation has started receding, newly appointed FICCI President Harsha V Agarwal said. Food inflation is expected to come down to its normal level in the next two quarters, Agarwal said, adding that he is hopeful for a revival in consumption growth, aided by a good crop and increased spending by the government on the big-ticket infra projects and rural schemes in the December quarter. Government spending in the right areas -- like increase in capex and ramping up infrastructure, rather than focusing on revenue expenditure -- is helping the overall economy, he said. "We are seeing some green shoots where we believe food inflation is coming down... it has to come back to normal. It might take maybe one quarter or so. But we are seeing situations where it is improving, and hence we are hopeful that consumption should increase," Agarwal told PTI. Government spending in the September quarter was low due to the general elections

Slowdown in urban demand hits FMCG growth; rural recovery offers hope

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

Festive retail growth down by half, Nomura notes strong online demand

While retail sales, both online and offline, saw some increase during the festive season, the overall growth was slower compared to prior years

India's food consumption expenditure trends reveal a reassuring shift

The HCES data not only points to a secular decline in the share of food items in the spending basket, but also reveals a shift in the composition of food expenditure itself

Consumption tailwinds

A raft of factors can whet spending propensity

Under the hood

On the surface, India's economy seems to be cruising along, but it is on the commonplace road to prosperity failure

Heatwave grip on May consumption, base-year effect cool GST growth

Analysts suggest that while this does not signify a slowdown, it indicates a moderation in consumption, likely influenced by severe heatwave conditions prevailing in the country during May

Economic shocks hit consumption growth in last decade, says Nomura

Demonetisation, GST implementation, Covid caused a slowdown: Nomura

Domestic consumption next catalyst for India equity markets: Trust MF CIO

Indian economy grew 8.4% in the October-December quarter, marking its fastest pace in one-and-a-half years, led by robust manufacturing and construction activity

Consumption shift

Regular updates will better inform policy

Jubilant FoodWorks expects Popeye to be Rs 1,000 cr brand in next 3-4 years

As far as demand is concerned, Pande believes that it is cyclical and demand will revive for the QSR industry

QSR chain Wow! Momo Foods aims to double revenues in the next 30 months

The round will provide partial exits to initial investors Indian Angel Network and Lighthouse Funds. Daryani also mentioned that about Rs 180-190 crore was for the primary funding of the business