-Livemint.com As we enter the new year, investors will do well to factor in a moderation in consumption demand due to the liquidity crisis and farm distress Analysts are getting increasingly wary about the outlook for consumption demand, even though investors are brushing aside these risks for now. In its 2019 India outlook, Credit Suisse said it would prefer investment-related stocks over consumption-focused ones in the coming year. The brokerage expects sharp...

-The Hindu Business Line The surge in non-farm employment has led to a rural consumption splurge, making listed companies bullish Is rural India languishing in abject misery, or is it on a cheerful spending spree? Today you can get diametrically opposing views on this, depending on where you get your information. If you are an avid follower of news, then you would be firmly in the pessimist camp, having read all about...

-The Financial Express After private weather forecaster Skymet on Wednesday predicted normal monsoons In India, research firm HSBC says that it will provide a boost to the agricultural sector. Interestingly, Skymet has forecast a a 20% chance of above normal monsoon, and a 5% probability of excess rain in 2018-19. HSBC notes that the agriculture sector is slated to benefit from it, as 70% of the total rainfall is attributable to...

-The Hindu In contrast to its pronouncements, the government’s own data suggest the economy is in a deep hole Prime Minister Narendra Modi, in his Independence Day address, spoke triumphantly about how demonetisation drove ?3 lakh crore of unaccounted money into the banking system. The Reserve Bank of India (RBI) is still counting old notes, and unaccounted money cases are ongoing. Thus, this number is at best a guesstimate, and cannot be...

-Scroll.in The Economic Survey stated that long term benefits of the exercise are yet to materialise. It is now over nine months since the government suddenly withdraw 86% of India’s currency in November but India’s Chief Economic Advisor Arvind Subramanian remains unsure if this note ban or demonetisation actually helped any sector of the Indian economy, the latest volume of Economic Survey tabled in Parliament on Friday suggests. The Chief Economic Advisor...