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  • Finance Ministry plans consultations with India Inc to boost job creation amid slowing wage growth

    Finance Ministry plans consultations with India Inc to boost job creation amid slowing wage growth

    Efforts to help industry, especially MSMEs to achieve scale and thereby ensuring better wages is key since the capacity to spend is intrinsically tied to growth in income that has been tepid, particularly in urban India.

  • Page Industries: Margins hold strong, but growth lags

    Page Industries: Margins hold strong, but growth lags

    Volume recovery rather than margin resilience to determine the stock performance going forward

  • Biscuits lose crunch as chocolates and salty treats take centre stage in India’s snacking basket

    Biscuits lose crunch as chocolates and salty treats take centre stage in India’s snacking basket

    Out-of-home biscuit consumption dropped 8 per cent YOY in May 2025, even as chocolates jumped 32 per cent and salty snacks rose 6 per cent.

  • Brokerages see autos, cement, ACs and consumption stocks as top GST 2.0 winners

    Brokerages see autos, cement, ACs and consumption stocks as top GST 2.0 winners

    GST rationalisation to two slabs is set to boost consumption, with autos, staples, cement, insurance, and durables among key beneficiaries.

  • Blue Star: Near-term pressure from weak summer, medium-term drivers intact

    Blue Star: Near-term pressure from weak summer, medium-term drivers intact

    The projects business helps achieve a modest growth in revenues as RAC demand takes a hit

  • RBI surveys confirm Indian consumption divide

    RBI surveys confirm Indian consumption divide

    RBI’s latest consumer confidence surveys reveal a deepening divide between rural resilience and urban hesitation in discretionary spending

  • Radico Khaitan Q1 FY26: Record-breaking volumes

    Radico Khaitan Q1 FY26: Record-breaking volumes

    The company is actively pursuing market expansion by establishing strategic collaborations in sports, fashion, music, and luxury segments, and by filling product gaps with new competitive offerings, like The Spirit of Kashmyr, a luxury vodka

  • Tariffs as a catalyst for another 1991 moment: Trump tantrums can spur India towards reforms

    Tariffs as a catalyst for another 1991 moment: Trump tantrums can spur India towards reforms

    A strategic pivot towards strengthening domestic consumption and internal growth drivers can become a powerful mitigating factor against external pressures, such as tariffs

  • Tax breaks may bring back urban consumption but not without better wages

    Tax breaks may bring back urban consumption but not without better wages

    Economists caution, that for a sustained recovery, structural constraints, related to low income and job creation, must be addressed.

  • Ambit sees chemicals as a top contrarian bet in a fully priced market

    Ambit sees chemicals as a top contrarian bet in a fully priced market

    Global restocking, early demand recovery set stage for upside in under-owned sectors, says Sushant Bhansali and Siddhartha Bothra.

  • Bihar adds more fat, Kerala more protein to their diets over the last decade

    Bihar adds more fat, Kerala more protein to their diets over the last decade

    Between 2011–12 and 2023–24, Bihar recorded an increase of 20–30 grams in daily fat consumption — significantly higher than the national average increase of 12–14 grams.

  • How India’s diet is changing: More protein, but even more fat

    How India’s diet is changing: More protein, but even more fat

    Between 2011–12 and 2023–24, average protein consumption rose marginally by 1–3 grams across rural and urban households. In contrast, fat intake rose steeply—by 12–14 grams per person per day over the same period

  • Hope cannot sustain valuations, says Kotak's Sanjeev Prasad on consumer stocks

    Hope cannot sustain valuations, says Kotak's Sanjeev Prasad on consumer stocks

    Many Indian consumer companies have delivered middling sales growth over the past decade, similar to their global peers, said Kotak Institutional Equities.

  • Indian quick commerce market to hit $30 billion by FY30 amid mobile-first consumption boom: Bessemer report

    Indian quick commerce market to hit $30 billion by FY30 amid mobile-first consumption boom: Bessemer report

    Bessemer sees quick commerce disrupting both offline and online retail as smartphone use, digital spend, and online shopping time surge.

  • Statistics ministry to take a shot at household income survey again; sets up expert group

    Statistics ministry to take a shot at household income survey again; sets up expert group

    The ministry had first attempted to conduct such a survey in 1955, followed by another one in 1958, but did not release the results of the surveys.

  • How an unpredictable summer has ignited concerns for India's consumer firms

    How an unpredictable summer has ignited concerns for India's consumer firms

    A cooler-than-usual summer this year — followed by the earliest onset of rain since 2009 — has hurt companies selling everything from talcum powder to air conditioners

  • Ambition is redefining the purpose of savings in India

    Ambition is redefining the purpose of savings in India

    India's saving culture has evolved from necessity to ambition. With technological growth, increasing connectivity, and opportunities for education and health, the focus has shifted towards long-term prosperity and national development

  • Chart of the Day | Uptick in rural wages augurs well for consumption

    Chart of the Day | Uptick in rural wages augurs well for consumption

    Market surveys by Nielsen IQ show steady pick up in rural consumption in the last four quarters

  • Why betting on India’s affluent consumer over the masses makes sense despite challenges to job creation

    Why betting on India’s affluent consumer over the masses makes sense despite challenges to job creation

    Despite recent headwinds, income tax data suggests the number of high earners continues to compound at 15–20% annually.

  • From Margin to Mainstream: Rewriting the rules of consumption in Bharat

    From Margin to Mainstream: Rewriting the rules of consumption in Bharat

    Bharat’s Tier 2/3 consumers are driving India's next wave of growth with rising digital adoption, localised preferences, and brand loyalty. Success demands value innovation, cultural relevance, and trust-based engagement beyond traditional metro-centric strategies

  • Asian Paints Q4: Growth slows as competitive intensity tightens grip

    Asian Paints Q4: Growth slows as competitive intensity tightens grip

    Though Asian Paints is a quality business, the competitive intensity in the sector has started show-ing its colours

  • Gross GST collections rise to an all time high of Rs 2.37 lakh crore in April

    Gross GST collections rise to an all time high of Rs 2.37 lakh crore in April

    The pace of collections at 12.6 percent was also highest in 17 months

  • Chart of the Day:  Household expectation survey shows why RBI cut repo rate

    Chart of the Day: Household expectation survey shows why RBI cut repo rate

    Household expectations are considered adaptive but still make an important input for policy.

  • Chart of the Day: As job creation improves, will consumption follow suit?

    Chart of the Day: As job creation improves, will consumption follow suit?

    The good news is that improving job creation has come along with budgetary sops to reduce tax and drive up sluggish consumption

  • Select smallcap, midcap consumption stocks offer buying opportunity: Motilal Oswal

    Select smallcap, midcap consumption stocks offer buying opportunity: Motilal Oswal

    Motilal Oswal sees opportunities in select consumption stocks despite the sector's six-month underperformance, driven by weak demand, higher costs, and soft earnings.

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