麦格理-印度-宏观经济-宏观数据全面增长——内需保持健康-20180221-16页.pdfVIP

麦格理-印度-宏观经济-宏观数据全面增长——内需保持健康-20180221-16页.pdf

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INDIA India Economics Key data releases (Jan-18 vs Dec-17) Macro data round-up – domestic demand remains healthy In this monthly publication we endeavour to provide a one-stop shop for all key macro data releases in the month, along with a chart pack of key macro indicators to track. Growth indicators: Cyclical recovery in domestic demand  Domestic demand indicators fared better than external demand: High frequency domestic demand indicators continue to show healthy growth in the last three months suggesting that growth recovery is gathering momentum. Source: CEIC, GoI, Macquarie Research, February 2018  Consumption indicators such as car sales, petrol consumption, retail loan *IP current month is Dec-17 and previous is Nov-17 growth and air passenger traffic accelerated in Jan #CAD current is for QE Sep- 17, previous is QE Jun-17  Manufacturing indicators remained robust – IP growth for Dec was above expectations. PMI manufacturing for Jan remained above 50 for the sixth consecutive months, but it moderated from the five-year high reached in Dec. Cement production growth remained in double digits for the second consecutive month. Light commercial vehicle sales growth accel

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