Tag: consumption
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Focus on structural levers of farm income growth, support to MSMEs to sustain consumption tailwinds
Consumer product companies said that the Union Budget’s emphasis on sustained public investments, growth of farm incomes and enhanced support to MSMEs, focuses on...
Budget 2026: Capex-led growth and consumption support likely to be balanced with fiscal discipline — JM Financial
Union Budget 2026 is set to be presented on Sunday, 1 February, by Finance Minister Nirmala Sitharaman. It will mark her ninth budget and...
Spark CIO Devang Mehta: Metals look stretched, but consumption and capex still offer value
With metals prices running up sharply over the past year, investors should be cautious about chasing the rally at current levels, even as geopolitical...
India’s 2026 market returns may stay muted, CLSA backs consumption and real estate
India’s reduced valuation premium after its underperformance in 2025 has made the market more acceptable to global investors, but returns in 2026 are likely...
