India's next stock-market winners? PL Wealth picks banks, capex and consumption

A Finance Ministry report warns of rising inflation pressures and consumption challenges due to geopolitical tensions and energy price hikes.
India Business News: MUMBAI/NEW DELHI/CHENNAI: India's consumption looks headed for a near-term slowdown with predictions of an El Nino-weakened monsoon likely to bring th.
Companies across categories said consumption trends have accelerated significantly in May, with quick commerce emerging as a major driver for impulse and immediate consumption purchases.
Moody’s Ratings warns that India’s corporate earnings growth may slow over the next 12–18 months due to rising input costs, rupee depreciation, supply-chain disruptions, and labour market uncertainty. The agency also flagged weaker consumption, delayed invest…

Model of debt induced consumption led growth is not sustainable for long. It is subject to income shocks
Prime Minister Narendra Modi urged a cutback on reducible expenses like fuel, foreign travel, and gold. Industry leaders see this as a call for self-reliance and moderated consumption. Global economic pressures, particularly from the West Asia crisis, are imp…
Rajasthan BJP chief Madan Rathore backs PM Modi’s “Nation First” appeal on cutting consumption, while ex-CM Ashok Gehlot seeks clarity on reasons.
Market expert Sudip Bandyopadhyay outlines investment strategies across key sectors. He sees opportunities in State Bank of India and a generational re-rating for the pharma sector. Capital goods also present long-term buying windows. Consumption requires cau…
In this episode of State of the Economy, Shishir Sinha speaks with Ranen Banerjee, Leader, Economic Advisory Services at PwC India, on what the latest high-frequency indicators reveal.