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Data● Neutral for Indian equities
Fewer Indians plan to raise festive budgets in 2026, but high spenders grow: Survey
The brief
- Fewer Indians plan to increase festive budgets in 2026
- The number of high spenders planning to spend over Rs 10,000 is growing
- Softer festive spending plans may weigh on Indian consumer-goods and retail companies
- Markets pricing an excessive 125bps rate hike over the next one year: Nomura
- FMCG Sector Under Pressure As Rural Volumes Fall 5% In June Quarter: NielsenIQ
- Triple shock rattles India’s FMCG basket as 68% of categories lose volume
- Electronics demand, policy support and shifting supply chains underpin India’s semiconductor push
- Ather Energy plans aggressive push into overseas markets: CBO Phokela