India: FMCGs Are Losing Out

🇮🇳 🇮🇳 India–FMCGs are Losing Out: Private consumption is almost 60% of GDP yet the consumption of FMCG has been static at nearly 117 kilograms per household over the last three years, according to Kantar India
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Indian Households Spread Their Wings

🇮🇳 🇮🇳 For the first time Indians across the country are spending more of their income on discretionary items like consumer durables than on food, a newly released household consumption survey shows

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Market Awaits Thurday’s Inflation Data

🚨 🚨 Wall Street anxiously awaits Thursday’s personal consumer expenditures reading for January. Economists are bracing for a 0.3% monthly gain and a 2.4% year-over-year move. A higher-than-expected print could dent equities and signal that recent hot consumer price index and producer price index releases were on trend
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Water Scarcity Threatens Chipmakers

💦 💦 “There is a direct line between water use and chip sophistication, as fabs use ultrapure water — fresh water processed to extremely high purity — to rinse wafers between each process. The more advanced the semiconductor, the more process steps, the more water consumed,” said S&P Global Ratings credit analyst Hins Li
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Alibaba Cloud Cuts Prices

🚨 🚨 Alibaba Cloud Cuts Prices: Alibaba Cloud on Thursday said it is cutting prices across more than 100 core public cloud products to make cloud computing more accessible in the AI boom
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Oprah Quits WeightWatchers

🚨 🚨 This Is What Failure Looks Like: Oprah Winfrey is leaving WeightWatchers board and giving away all her stock at critical weight loss moment
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Goldman Sees US Rate Cut In June

🇺🇸 🇺🇸 Goldman Sachs last week pushed back its projections for rate cuts from May to June, citing several key inflation indicators that look “on the firmer side”
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SNB Will Be The First To Cut Rates

🇨🇭 🇨🇭 On the basis of market expectations, the first G10 central bank to cut rates will be the Swiss National Bank
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BOJ Seen Tightening In April

🇯🇵 🇯🇵 A significant majority of analysts expect the Bank of Japan to end its eight-year stretch of negative interest rates in April, along with its yield curve control policy
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Geely’s Ecarx Plans To Sell To Chinese Companies

🇨🇳 🇨🇳 China’s Geely has been building Ecarx, that offers software and chip systems for digital car cockpits and driver-assist. Ecarx plans to benefit from selling to local Chinese companies that need to buy from domestic firms due to geopolitical reasons
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