Shumita Sharma Deveshwar

Director of India Research
+44 203 006 3102

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Recent India research

* India: The return of farm loan waivers, Amitabh Dubey, 28 Apr 2017
* Indian Reserve Bank seeks to regain its own voice, Shumita Sharma Deveshwar, 20 Apr 2017
* India: Hindu hardliners on the ascendant, Shumita Sharma Deveshwar, 24 Mar 2017
* India: The political consequences of Modi’s state election victory, Amitabh Dubey, 17 Mar 2017
India: On the road in Uttar Pradesh: Modi’s BJP set to win key election India: On the road in Uttar Pradesh: Modi’s BJP set to win key election, Shumita Sharma Deveshwar, 8 Mar 2017

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Why India's consumer goods sales are beating market expectations

Overview

One of the big surprises in India’s current earnings season has been the better-than-expected sales of household, personal and food products despite the economic slowdown and drought. Sales of fast-moving consumer goods grew by double digits year on year in the July-September quarter. This highlights two of our key themes: the continued strength of rural demand despite a weak monsoon and the resilience of mass...

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