The Chinese companies have disrupted the global supply and demand dynamics. I would like daily brief to start a weekly/monthly section/newsletter on chinese/other countries fiscal/trade policies affecting Indian companies as a whole along with their role in the value chain of the product.
Nothing much happens in a week or a month :) These are slow moving trend that develop over years. But we keep covering it both on Daily Brief as well as World, Simplified.
I would like to understand the rural demand since today's article hinted that rural demand is slowing and hence the auto companies and consumer durables are diversifying their revenue stream to exports as part of their growth strategy.
In the previous articles on daily brief, I have read that rural demand is not thriving but surviving due to good monsoon and increased disposable incomes of rural people who are buying motorcycles, tractors and SUVs. I have understood that urban demand is slowing.
Agricultural credit growth has been on the rise as well with increased savings and spendings by rural people. Can someone clear this dichotomy of rural demand slowing as companies look to diversify to exports and economic data on rural India painting a different picture altogether?
We should've clarified that better. There are "signs" that rural demand is "maybe" picking, but it's too early to call it a sustained trend. But yes, we should've added nuance to this point.
The Chinese companies have disrupted the global supply and demand dynamics. I would like daily brief to start a weekly/monthly section/newsletter on chinese/other countries fiscal/trade policies affecting Indian companies as a whole along with their role in the value chain of the product.
Nothing much happens in a week or a month :) These are slow moving trend that develop over years. But we keep covering it both on Daily Brief as well as World, Simplified.
I would like to understand the rural demand since today's article hinted that rural demand is slowing and hence the auto companies and consumer durables are diversifying their revenue stream to exports as part of their growth strategy.
In the previous articles on daily brief, I have read that rural demand is not thriving but surviving due to good monsoon and increased disposable incomes of rural people who are buying motorcycles, tractors and SUVs. I have understood that urban demand is slowing.
Agricultural credit growth has been on the rise as well with increased savings and spendings by rural people. Can someone clear this dichotomy of rural demand slowing as companies look to diversify to exports and economic data on rural India painting a different picture altogether?
We should've clarified that better. There are "signs" that rural demand is "maybe" picking, but it's too early to call it a sustained trend. But yes, we should've added nuance to this point.
Thanks for the clarification
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