Monday, 28 September 2026Updated 15m ago

Market pulse › Consumer demand

Consumer demand

Topic tag · tracked since 24 Sept · also consumption, consumption demand, rural demand, urban demand

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Today8 stories · 9 articles22 stories since 24 Sept

Net tone● ±0% today+13% over the week

Market checkAther Energy −0.1%Companies most often in its stories · Fri, 25 Sept

Developing6 storylinesBiggest: Pressure on India’s FMCG sector · 4 updates

Stories per day

Bar colour is the day’s tone · tracking began on 24 Sept

324 Sept

925 Sept

226 Sept

527 Sept

328 Sept

Often tagged with

stories together this week · colour is their tone

Economic growth6 FMCG and consumption5 Auto sales3 Autos3 Housing3 Real estate3 Cars and SUVs2 Housing finance2 Ather1 Ather Energy1

Stories

22 in all · newest first

Broker call▼ bearishMarkets pricing an excessive 125bps rate hike over the next one year: NomuraNomura says markets are pricing an excessive 125 bps of rate hikes over the next yearRepo rate RBI CPI inflation1 source
3h

● mixedTailwinds under-appreciated, India can absorb global shocks and grow: DBS Bank group chief economist Taimur BaigDBS chief economist Taimur Baig says India and the global economy are coping better with shocks than many believeEconomic growth Global markets GDP1 source
4h

Data▲ bullishRural India's auto demand holds despite weak rains in August: Fada dataTwo-wheeler production grew 15.2% overall; scooters rose 26.7% and motorcycles 9.1% domesticallyAuto sales Two-wheelers Autos1 source
10h

Data● mixedE-commerce’s share to FMCG sales in top eight metros at 21% in June quarter: NIQE-commerce held 7% share of FMCG sales in the June quarter, up 3%E-commerce FMCG and consumption Quick commerce1 source
14h

Data▼ bearishFMCG Sector Under Pressure As Rural Volumes Fall 5% In June Quarter: NielsenIQRural FMCG volumes fell 5% in the June quarterFMCG and consumption Economic growth1 source
15h

Market move▼ bearishTriple shock rattles India’s FMCG basket as 68% of categories lose volume68% of FMCG categories lost volume amid higher costs and rural income pressuresFMCG and consumption Food prices1 source
15h

▲ bullishElectronics demand, policy support and shifting supply chains underpin India’s semiconductor pushBCG cites rising Indian electronics consumption and government incentives as driversSemiconductors Chip plants Electronics manufacturing2 sources
18h

● mixedLive on rent or purchase a home? How to make a decision in your 30sThe article weighs renting against buying a home in your 30sHousing Real estate Housing finance1 source
22h

Broker call▲ bullishPassenger vehicle retail sales to grow 15-16% in September amid steady demand: Yes SecuritiesPassenger vehicle retail sales are forecast to grow 15–16% in SeptemberAuto sales Cars and SUVs Autos1 source
2d

Data● mixed‘Real economy drives financial, external sectors’Economic growth Banks FDI1 source
2d

Expansion▲ bullishAther Energy plans aggressive push into overseas markets: CBO PhokelaAther Energy plans an aggressive push into overseas marketsAther Energy Ather Electric two-wheelers1 source
3d

Policy● mixedSenate Republicans shift to affordabilityUS midterms US inflation US economy1 source
3d

Policy● mixedTRAI launches property ratings platform for digital connectivityDigital Connectivity Rating lets consumers compare properties’ connectivity before buying or leasingTelecom4 sources
3d

Data▼ bearishCredit-card spending growth slows to 5.5% in August; SBI Cards loses shareIndustry spending growth eased to 5.5% in August from 7.1% in JulySBI Cards and Payment Services Credit growth SBI2 sources
3d

Data● mixedUK consumer confidence hits over two-year high in September as personal finances improve: GfKUK consumer confidence reached its highest level in over two years in SeptemberUnited Kingdom1 source
3d

Data● mixedCompact sedan volumes grow 25-26% despite shift to SUVs, room to revive demand: Shailesh Chandra, Tata Motors PVCars and SUVs Tata Motors PV Auto sales1 source
3d

Market move● mixedInside Reuters' calculation of Australia's housing market ripple effectsHousing Real estate1 source
3d

Market move● mixedBillions in collateral damage: The hidden cost of Australia's housing slowdownHousing Real estate Housing finance1 source
3d

● mixedCost-of-living debate has a blind spotInflation Input costs1 source
3d

Data● mixedFewer Indians plan to raise festive budgets in 2026, but high spenders grow: SurveyFewer Indians plan to increase festive budgets in 2026Economic growth1 source
4d