India Q2 FY26 GDP Beat: Growth & Consumption Trends
by Naman Agarwal5 min read
India GDP BOOM: Q2 FY26 beats forecasts, consumption surges, nominal GDP trend signals opportunity and hidden risks for investors.
05 December 2025
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India’s Near-Zero Inflation: How We Got Here and What Comes Next
by Siddharth Singh Bhaisora5 min read
India’s CPI inflation has crashed to 0.25% even as growth stays strong. This explainer unpacks food deflation, GST cuts, RBI’s forecast misses, real rates, and the rate-cut dilemma.
23 November 2025
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Impact of GST on FMCG Sector 2025
by BB5 min read
Find out the impact of GST on the FMCG sector and how changes in pricing, margins, and operations could shape overall growth in 2025.
22 November 2025
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Consumption Levers Driving The Indian Economy
by Siddharth Singh Bhaisora5 min read
Why consumption will drive earnings in 18–24 months: GST rationalisation, cooling inflation, easy liquidity, faster credit transmission and festive tailwinds.
14 September 2025
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Can Indian Macros & GST 2.0 Revive Consumption?
by Naman Agarwal5 min read
India’s equities face a ‘moment of truth’: disinflation, GST 2.0 and capex may boost consumption, but pricey valuations and weak earnings temper optimism.
24 August 2025
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Can Indian Macros & GST 2.0 Revive Consumption?
by Naman Agarwal5 min read
India’s equities face a ‘moment of truth’: disinflation, GST 2.0 and capex may boost consumption, but pricey valuations and weak earnings temper optimism.
24 August 2025
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Indian Consumption Theme Is Rising: India’s Growing Middle Class & Shift Toward Premium Consumption
by Siddharth Singh Bhaisora5 min read
Explore India's booming consumption story driven by rising incomes, urbanization, and premiumization. Discover the key sectors poised for growth based on the consumption theme in 2024, including FMCG, retail, travel, and luxury goods, as India becomes one of the top consumer markets globally.
15 September 2024
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Indian Consumption Theme Is Rising: India’s Growing Middle Class & Shift Toward Premium Consumption
by Siddharth Singh Bhaisora5 min read
Explore India's booming consumption story driven by rising incomes, urbanization, and premiumization. Discover the key sectors poised for growth based on the consumption theme in 2024, including FMCG, retail, travel, and luxury goods, as India becomes one of the top consumer markets globally.
15 September 2024
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Indian Economic Outlook through Consumption and Inflation Trends
by Sonam Srivastava5 min read
Dive deep into India's economic landscape! Explore how consumption patterns, inflation management, and policy decisions shape the nation's growth trajectory and unlock insights for global investors.
14 April 2024
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Sectors that benefit from Rising Dollar
by Sonam Srivastava5 min read
The dollar has had a drastic rise above all other major global currencies and companies that export to US stand to gain.
02 October 2022
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Is festive season the time to bet on consumption?
by Sonam Srivastava5 min read
Consumer confidence is an economic indicator that measures the degree of optimism regarding a country's economy. Consumer confidence has been picking up in recent weeks.
21 August 2022
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Is festive season the time to bet on consumption?
by Sonam Srivastava5 min read
Consumer confidence is an economic indicator that measures the degree of optimism regarding a country's economy. Consumer confidence has been picking up in recent weeks.
21 August 2022
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