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▼ Bearish for Indian equities
Must-read for homebuyers: Planning to buy a new house from a developer? Here's what you should consider
The brief
- Housing sales fell 2% in H1 2026, while new launches rose 7%
- Average ticket size edged up 2% to ₹1.41 crore
- Slower sales may weigh on Indian listed developers, while rising ticket sizes point to premium demand
- 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