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7月商品及服务税和PMI数据显示经济强劲复苏
经季节调整的标准普尔全球印度制造业采购经理人指数(PMI)从6月的53.9上升至7月的56.4，主要得益于商业订单的显著上升。
印度每月征收的商品和服务税(销售税) 7月采购数据创历史第二高，制造业活动反弹至八个月高位，显示经济复苏依然稳固，因利率微升。其他高频指标，如燃油销量，权力需求、铁路货运和汽车销售也显示了经济的强劲通货膨胀有些行业似乎受到了冲击。
印度财政部周一在公布该月数据时表示:“由于经济复苏和采取措施遏制逃税，7月份消费税上涨28%，至1.49万亿卢比。”
经季节调整的标准普尔全球印度制造业采购经理人指数(采购经理人指数)从6月的53.9升至7月的56.4，因商业订单大幅上升。
巴克莱(Barclays)首席印度经济学家拉胡尔•巴乔利亚(Rahul Bajoria)表示:“印度总体PMI与该地区其他国家的差异，可能也反映了印度国内需求复苏的韧性。”
“即使全球增长放缓，我们预计印度国内增长仍将保持相当强劲的势头。”上周公布的数据显示，核心行业6月份增长12.7%，但增速低于5月份的18.1%。
该国最大的乘用车制造商马鲁蒂铃木报告7月份销售额同比增长8.3%。
7月份用电量稳定在1290亿单位，但由于去年的基数较高，当时断断续续的雨季推高了需求，较上年同期仅增长2.9%。
随着经济活动的扩大，7月份汽油和柴油销量分别较去年同期增长12%和18%，不过较低的基数放大了这一增长。
“PMI数据和商品及服务税流入表明，尽管面临全球不利因素，但经济活动势头强劲，”他表示ICRA首席经济学家阿迪提·纳亚尔。
印度制造业PMI创8个月新高，价格压力缓解提振需求
根据S&P Global的调查，制造业采购经理人指数从6月份的53.9上升到7月份的56.4。该数据已连续第13个月保持在荣枯分水岭50以上。
亚洲工厂受到价格上涨和需求疲软的挤压
周一发布的财新私营部门采购经理人指数(Caixin PMI)显示，中国的经济活动增长也有所放缓，尽管对全球第二大经济体造成冲击的国内严格的COVID-19限制措施有所放松经济在第二节。
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India's monthly goods and services tax (GST<\/a>) collection hit the second highest ever in July while manufacturing activity bounced back to an eight-month high, indicating that economic recovery remained firm as interest rates inched up. Other high-frequency indicators such as fuel sales, power<\/a> demand, railway freight, and car sales also indicated economic strength though high inflation<\/a> seemed to have hit some sectors.
\"GST collections rose 28% to \u20b91.49 lakh crore in July on the back of economic recovery and measures taken to curb tax evasion,\" the finance ministry said while releasing the numbers for the month on Monday.
The seasonally adjusted S&P Global India Manufacturing Purchasing Managers' Index (PMI<\/a>) rose to 56.4 in July from 53.9 in June on the back of a significant rise in business orders.
<\/div><\/div>Global Headwinds Remain <\/strong>
\"The divergence in India's headline PMI relative to the rest of the region may also reflect the resiliency of India's domestic demand recovery,\" said Barclays chief India economist Rahul Bajoria.
\"And even as global growth weakens, we expect India's domestic growth to remain reasonably robust.\" Data released last week showed the core sector grew 12.7% in June though it slowed from 18.1% in May.
The country's largest passenger car manufacturer Maruti Suzuki<\/a> reported an 8.3% increase in July sales from a year ago.
Power consumption was firm at 129 billion units in July though the increase from a year ago was only 2.9% because of the high base of last year when the patchy monsoon had pushed up demand.
Petrol and diesel sales rose 12% and 18%, respectively, in July over last year as economic activity expanded, though the low base magnified the growth.
\"The PMI numbers and the GST inflows point to a robust momentum of economic activity in spite of the global headwinds,\" said ICRA<\/a> chief economist Aditi Nayar.
\"The divergence in India's headline PMI relative to the rest of the region may also reflect the resiliency of India's domestic demand recovery,\" said Barclays chief India economist Rahul Bajoria.
\"And even as global growth weakens, we expect India's domestic growth to remain reasonably robust.\" Data released last week showed the core sector grew 12.7% in June though it slowed from 18.1% in May.
The country's largest passenger car manufacturer Maruti Suzuki<\/a> reported an 8.3% increase in July sales from a year ago.
Power consumption was firm at 129 billion units in July though the increase from a year ago was only 2.9% because of the high base of last year when the patchy monsoon had pushed up demand.
Petrol and diesel sales rose 12% and 18%, respectively, in July over last year as economic activity expanded, though the low base magnified the growth.
\"The PMI numbers and the GST inflows point to a robust momentum of economic activity in spite of the global headwinds,\" said ICRA<\/a> chief economist Aditi Nayar.