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Consumer demand
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Market checkAther Energy −0.1%
Developing6 storylines
324 Sept
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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 rateRBICPI inflation
● 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 growthGlobal marketsGDP
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 salesTwo-wheelersAutos
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-commerceFMCG and consumptionQuick commerce
Data▼ bearishFMCG Sector Under Pressure As Rural Volumes Fall 5% In June Quarter: NielsenIQRural FMCG volumes fell 5% in the June quarterFMCG and consumptionEconomic growth
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 consumptionFood prices
▲ bullishElectronics demand, policy support and shifting supply chains underpin India’s semiconductor pushBCG cites rising Indian electronics consumption and government incentives as driversSemiconductorsChip plantsElectronics manufacturing
● mixedLive on rent or purchase a home? How to make a decision in your 30sThe article weighs renting against buying a home in your 30sHousingReal estateHousing finance
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 salesCars and SUVsAutos
Expansion▲ bullishAther Energy plans aggressive push into overseas markets: CBO PhokelaAther Energy plans an aggressive push into overseas marketsAther EnergyAtherElectric two-wheelers
Policy● mixedTRAI launches property ratings platform for digital connectivityDigital Connectivity Rating lets consumers compare properties’ connectivity before buying or leasingTelecom
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 ServicesCredit growthSBI
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 Kingdom
Data● mixedCompact sedan volumes grow 25-26% despite shift to SUVs, room to revive demand: Shailesh Chandra, Tata Motors PVCars and SUVsTata Motors PVAuto sales
Market move● mixedInside Reuters' calculation of Australia's housing market ripple effectsHousingReal estate
Market move● mixedBillions in collateral damage: The hidden cost of Australia's housing slowdownHousingReal estateHousing finance
Data● mixedFewer Indians plan to raise festive budgets in 2026, but high spenders grow: SurveyFewer Indians plan to increase festive budgets in 2026Economic growth
Data● mixedMoSPI data shows domestic travel spending varies by trip purposeIndian households spend different amounts depending on why they travelHotels and travelEconomic growthMoSPI
Data▲ bullishIndia’s consumer durables market could reach ₹3.25 lakh crore by 2030The market is projected to reach ₹3-3.25 lakh crore by 2030Economic growthFMCG and consumption