Page 6 - Consumption
Companies in clover, but there's something in the economy that's amiss
Today, far too many people earn far too little to support consumption growth of the kind the economy needs, notes T N Ninan
Japan's Q1 GDP falls less than first thought on stronger consumption
On a quarter-on-quarter basis, GDP lost 0.1%, beating median market expectations for a 0.3% drop
 "Japan's Q1 GDP falls less than first thought on stronger consumption")
FMCG industry logs volume decline in Jan-Mar as consumption slows: Report
The FMCG industry saw decline in volume in the January-March period as consumption was impacted by price increases, especially in the food and essentials categories, said a report by NielsenIQ.
 "FMCG industry logs volume decline in Jan-Mar as consumption slows: Report")
How has India's consumption inequality come down to a four-decade low?
A recent IMF working paper said that India's consumption inequality during the Covid-affected 2020-21 fell to near the lowest level in the last 40 years. It was due to the govt's free ration scheme
 "How has India's consumption inequality come down to a four-decade low?")
TMS Ep146: Consumption inequality, QS ranking, markets, Omicron BA.2
How has India's consumption inequality come down? How did India fare in QS World University ranking? What's the right markets strategy before Q4 results? What's the Omicron BA.2? All answers here
 "TMS Ep146: Consumption inequality, QS ranking, markets, Omicron BA.2")
Third Covid-19 wave: Consumers prioritise purchasing only bare essentials
Bizom data notes that while other categories' consumption took a hit, commodity consumption remained high as people focused on essentials
 "Third Covid-19 wave: Consumers prioritise purchasing only bare essentials")
Consumption theme could underperform as Budget 2022 goes big on infra
Higher inflation and cost of capital remain key worries amid expansion
 "Consumption theme could underperform as Budget 2022 goes big on infra")
Budget 2022 should boost consumption via tax breaks, fuel tax cuts: Report
In a pre-budget report, India Ratings said it expects the new budget to consolidate and strengthen the plan set out in the last budget
 "Budget 2022 should boost consumption via tax breaks, fuel tax cuts: Report")
German consumer morale improves heading into Feb as Covid situation eases
Consumers are once again showing some optimism at the beginning of the year with improved economic and income expectations.
 "German consumer morale improves heading into Feb as Covid situation eases")
Capex set to cross pre-Covid levels; household expenditure, consumption lag
This indicates that in spite of strong recovery in 2021-22 from the contraction last fiscal year, consumption recovery among the populace is still not broad-based
 "Capex set to cross pre-Covid levels; household expenditure, consumption lag")
Consumption funds likely to pick up pace as economy recovers
Consumption as a theme is likely to improve once economic recovery picks up, feel market participants
 "Consumption funds likely to pick up pace as economy recovers")
Marico sees flat volumes in third quarter on weaker consumption
The company said the fast-moving consumer goods sector witnessed slowing consumption pattern
 "Marico sees flat volumes in third quarter on weaker consumption")
Festival cheer and beyond: Admirable sangfroid in the face of negative news
The government's recent spate of programmes should be expected to generate some momentum, but the macro-economic numbers are not encouraging, notes T N Ninan
Consumption stocks zoom in 10 years despite fall in consumer spend
The Nifty Consumption index surged nearly 228 per cent in the last 10 years and has outperformed the frontline Nifty50 that moved up nearly 138 per cent during this period
 "Consumption stocks zoom in 10 years despite fall in consumer spend")
Covid may push India growth model from consumption driven to investment-led
The Covid-19 pandemic could act as an inflection point to shift India's growth model from being consumption driven to investments-led.
 "Covid may push India growth model from consumption driven to investment-led")
The ultimate scarcity: Overall consumption has stagnated over four years
Economic performance is also affected if large numbers of people are out of work, or at such low levels of income as to force under-consumption, writes T N Ninan
Need to further fuel drivers of consumption, private investment: Industry
There is a need to further fuel the drivers of household consumption and private investments to enhance the aggregate demand in the economy, industry chamber PHDCCI said on Sunday.
 "Need to further fuel drivers of consumption, private investment: Industry")
Middle class consumption will create $15 trn Indian economy: Gautam Adani
Group's focus is on creating long-term sustainable value, says businessman
 "Middle class consumption will create $15 trn Indian economy: Gautam Adani")
Best of BS Opinion: India's data deficiency, question of compliance & more
Here are the best of Business Standard's opinion pieces for Wednesday
 "Best of BS Opinion: India's data deficiency, question of compliance & more")
Q2 countdown: Pause over, India's consumption story moving fast again
Unlock, good monsoon, better pace of vaccination and rural demand could galvanise recovery
 "Q2 countdown: Pause over, India's consumption story moving fast again")
