The Daily Brief
India’s inflation is NOT slowing down!
Feb 11, 2025
Inflation in India remains a pressing issue, with public perception clashing against official statistics. Swiggy faces financial hurdles despite growth, raising questions about profitability in the fast delivery sector. The jewelry market sees tight competition, particularly between Titan and Kalyan Jewelers, with wedding season sales significantly influencing performance. This landscape highlights the challenges and dynamics shaping consumer behavior and market trends.
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Quick takeaways
- India's inflation expectations remain high among households, indicating potential consumer behavior shifts that may exacerbate inflationary pressures.
- Swiggy's rapid sales growth contrasts with its significant net loss, revealing the challenge of balancing expansion with sustainable profitability in a competitive market.
Deep dives
Understanding Inflation Expectations
The Reserve Bank of India's Inflation Expectations Survey of Households reveals that many families anticipate rising inflation rates, with projected inflation at 10.2% for the coming year. This survey engages over 6,000 households across 19 cities, illustrating how consumers perceive price trends, especially for essentials like food and housing. Interestingly, while households foresee inflation as high as 9.3% in the short term, the official inflation rate reported by the RBI stands at around 6%. The disparity between these expectations and actual inflation data can influence consumer behavior, potentially driving increased spending in an effort to avoid rising prices, which can consequently exacerbate inflationary pressures.
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