Urban Consumption

According to a RBI report, households in rural and semi-urban areas reported a slight uptick in their current perception of inflation, which rose by 10 bps to 5.9 percent compared with the previous round of surveys.

GST rate cuts to boost urban consumption, give formal sector a leg-up

The overall verdict is that it is certainly positive for urban consumption, particularly in the mass consumption categories, where stress has been most visible

Urban India spending nearly 50 percent of food budget on dining out and deliveries: Deloitte-FICCI report

Among the factors driving this trend is the shifting consumer preference towards snacking, demand for on-the-go formats due to faster urbanization and more women joining workforce, along with easier access to e-commerce options.

RBI stance, corporate hirings may have led to demand slowdown: Finmin

Farm sector's outlook is optimistic, which gives hopes that food price pressures will decline gradually, the finance ministry's monthly economic review for November 2024 said

Galaxy Surfactants: International business prospects hedge domestic slowdown

Though there was a recovery in rural areas, domestic demand was muted in Q2FY25. US and Europe businesses helped top line growth

All the signs point to a downcycle in commercial vehicles

Lack of strong bounceback in infra activity, moderating urban demand and easing truck rentals raise doubts over CV sales improving

Slowdown in urban consumption or change in preference? CLSA explains

Urban consumption trends, especially among young Indians, point to a shift in preferences towards experiences like events, dining out, travel, luxury and premium goods, fast fashion, cosmetics, and consumer electronics—leaving fries and pizzas behind.

Urban-rural consumption expenditure differential falls to 75% in 2022-23: Survey

The average MPCE at Rs 10,501 of the top 5 percent of the rural population is about 7.6 times of the average MPCE at Rs 1,373 of bottom 5 percent of India’s rural population.

Domestic consumption held gains in April, rural recovery continues

According to QuantEco Research's TRUCE index, India's consumption levels edged up in April from March, although urban demand for goods may cool down in 2023-24 as consumers feel the pinch of higher interest rates as the Reserve Bank of India's rate hikes get passed on by banks.

Urban consumption ended FY23 at over-three-year high but may fall in FY24: QuantEco Research

According to QuantEco Research's economists, air passenger traffic and demand for petrol have fueled urban consumption. However, the sharp increase in interest rates over the past year is expected to weaken consumption this year

Consumers cut spending on clothing, fuel, gadgets as inflation eats into budget: Survey

The survey covering 1,013 urban respondents reveals that the multi-year high inflation is pinching a majority of urban Indians with their cost of living going up.

Growth and cash flows will come from outlier sectors: Kenneth Andrade

He sees opportunities in manufacturing and agri-products, among others

See HUL FY17 better than'16; target price still Rs 800: Religare

Religare Capital Market does not estimate FY17 to be as bad as FY16 for HUL. The house, he said is building in a 12 percent growth for HUL for FY17, said Varun Lohchab.

Valuations turning cheap; good time to invest: Macquarie

The fundamentals in India are good, Rakesh Arora, MD and Head of Research at Macquarie Cap Securities says adding that same thought is echoed even by the foreign institutional investors (FIIs).

Urban consumption, roads, defense 'themes for 2016': Jaipuria

Urban consumptions, roads, railways, defence would be theme that would play out in 2016, says market expert, Jyotivardhan Jaipuria.

Enough reasons to be positive about 2016; like NBFCs: HSBC

Going ahead, Tushar Pradhan, CIO, HSBC Global Asset Management (India) feels NBFCs are well positioned to benefit from economic growth and sees enough value across the sector. He also says the 7th pay commission will be positive for the auto sector

Expect H2 earnings to be better than H1: Birla Sun Life

Mahesh Patil of Birla Sun Life AMC does not see Bihar election outcome impacting the markets much. However, if there is any correction in the market post Bihar polls, investors should use it as a buying opportunity, he adds

These triad of factors will help India outperform: Kotak MF

A combination of rising urban consumption, interest rate cuts and increased government spending is likely to come together to push Indian markets higher, says Nilesh Shah, Managing Director at Kotak Mahindra Asset Management Company.

Expect 17-18% operating margin in FY16: Marico

In an interview with CNBC-TV18, Saugata Gupta, Managing Director & CEO of Marico said the volumes will improve with revival of urban consumption in coming quarters.