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Oct 17, 2023Liked by Rashi Goel

Loved this one, Rashi. Sitting in our comfortable homes and plush offices, we forget that there indeed is a real challenge in most households. Wondering if the move towards minimalism and healthy consumption is also beginning to affect sales of 'nice to have' products.

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Yes, the irony is that minimalism is a choice for those of us inside the bubble. It's a way of life for the rest of India

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A forced way of life at that. A life of minimalism that dreams of maximalism that in the context of many would actually mean an alleviation from a life of drudgery.

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Oct 17, 2023Liked by Rashi Goel

Wonderful Rashi. This scenario reminds me of a old Hindi song - कमाता हूं बहुत कुछ, पर, रुपए डूब जाती है.

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yes, or, "aamdani athanni, kharcha rupaiya"

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At a time when all media takes about is how India can consume for the world, given its size - these numbers pose a truly intriguing picture.

Would love your insight on urban & rural as a lot of FMCG brands are going for premiumization - Nesplus Cereals was what I had in mind in the middle of the article.

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yes, the big numbers paint a more optimistic picture. Nesplus it was! Rural-Urban-Rural ofcourse has more proportion of the less affluent (given that 70% of us still are in rural). But it also has a lot of super rich from agricultural incomes (which are tax free)...that's what makes India complex and expensive to operate it-the distances to reach the consuming class..

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