Infographics Archive

India's five-year government bond yield hardened by 10 basis points to 6.46% as traders unwound positions following the RBI's decision to advance the swap scheme deadline.

India's July 2026 edible oil imports reached a 10-month high as refiners accelerated palm and soyoil buying to prepare for the festive season.

India's retail inflation climbed to 4.5% in July 2026, driven by a sharp rise in food inflation to 5.5%, with economists forecasting a further breach past 5% by September.

India's manufacturing momentum slowed sharply to 53.5 in July, its lowest mark since August 2021 as domestic sales, hiring, and input purchasing cooled despite sustained export demand.

India's composite PMI fell sharply to 54.3 in July 2026 according to S&P Global, signaling a multi-year low expansion rate as fierce market competition and cooling demand drag down both services and manufacturing activity.

Driven by strong expansion in manufacturing and electricity sectors alongside a low base effect, India's industrial output (IIP) grew by 7.3% in June 2026, marking its fastest pace of growth in nearly two years.

Driven by robust demand from major markets like the US, China, and a massive five-fold surge to Oman following a recent Free Trade Agreement, India's engineering goods exports grew 21% year-on-year to US$11.48 billion in June 2026.

India's eight core industries experienced a sharp recovery to 5.0% growth in June 2026, successfully breaking a consecutive five-month downward trend.

The UK headline CPI slowed more than anticipated to 2.6% in June from 2.8% in May, accompanied by core inflation cooling to 2.5% as underlying price pressures continued to moderate.

PhonePe dominates India's digital payments landscape with a massive 46.1% market share, heavily outpacing competitors like Google Pay and Paytm amid steady transaction volumes.

India's retail inflation rose steadily from 2.7% in January to 4.4% in June 2026, driven sharply upward by escalating food prices that hit 5.3% in June.

According to CDSL and NSDL data, June demat account additions reached a four-month high of 25.7 lakh, marking a strong recovery from May's dip.

The IMF has cut its 2026 global growth forecasts for the second consecutive time due to slowdowns in major Western economies, while India's growth projection remains the highest and most stable.

India's manufacturing growth slowed down to 54.2 in June 2026 as cooling market demand and dipping business confidence curbed corporate hiring momentum despite easing inflationary pressures.

Infrastructure demand drives strong growth in electricity and cement, while fossil fuel and refinery segments face deep contractions.

InsuranceDekho and Turtlemint rely on commissions for up to 99% of their topline, highlighting a lack of revenue diversification across leading digital distributors.

India's manufacturing growth slowed to a near four-year low of 54.2 in June as weaker domestic and international demand put the brakes on hiring, purchasing, and overall factory output.

India's utilities led sectoral expansion in May with a robust 9.9% surge in electricity and gas supply, while steady 5.5% growth in manufacturing offset a 1.6% contraction in the mining sector.

By May 2026, rural unemployment held unchanged at 5.1%, urban joblessness eased to 6.4%, and overall unemployment dipped to 5.5%, though labour force participation slipped to an 11‑month low of 54.4%.

The dot plot suggests a gradual decline in interest rates from 2026 onwards, with projections moving closer to the Fed’s longer-term neutral rate suggesting confidence in easing inflation.

Retail inflation has climbed from 2.7% to 3.9% this year, while food inflation jumped from 2.1% to 4.8%, with June projected at 4.5%, signaling rising price pressures across households.

Indian banks sharply raised FCNR (B) deposit rates, with smaller lenders offering over 7% to attract overseas funds.

Investors pulled $61M from Gold ETFs in May 2026, the first outflow since May 2025 as import duty hikes lifted prices and spurred redemptions after April’s $297M surge.

India’s IIP rose 5.2% in Jan 2023 but slowed to 2.7% in Apr 2025, with weak manufacturing, mining, and power weighing on momentum despite a March revision to 3.9%.

The inclusion of renewable energy, waste management, and utilities while dropping kerosene and CFLs reflects India’s evolving economic priorities toward modern infrastructure and green growth.

Confidence in today’s economy holds, but future expectations are dragged down by rising prices and global tensions.

Indian benchmark indices surged over 1% on reports of a potential tax reduction for foreign bond investments, even as the Indian Rupee faced significant pressure, nearly breaching the 96 per USD threshold before a suspected central bank intervention.

Driven by fiscal quarter re-deployments and a brief pause in thematic momentum, India's mutual fund industry saw its total AUM surge to ₹81.92 lakh crore in April 2026, anchored by a massive resurgence in fixed-income schemes despite a mild 5% dip in net equity inflows.

Foreign investors extended their heavy exit from Indian financial services, pulling out ₹11,704 crore in late April as risk aversion drove a shift toward the Power and Capital Goods sectors.

Retail investors reduced their stakes in a 12-quarter high of 284 BSE 500 companies, turning cautious as geopolitical uncertainties weighed on market sentiment.

Based on the historical "Return Matrix," the Nifty Smallcap 100 index shows a strong tendency for sustained growth following a massive monthly jump, averaging a 33.5% gain over the subsequent year.

While the Nifty 50 trades at a modest 2.1% discount, the Smallcap 100 remains overheated at a staggering 37.9% premium to its long-term average.

A sharp decline in import volumes helped India slash its annual crude oil bill to $121.7 billion in FY26, even as global prices spiked in March.

Driven by geopolitical uncertainty and tighter derivatives regulations, the total active client base on the NSE dropped from 4.92 crore to 4.57 crore in FY26, with major players like Upstox (-27.6%) and Zerodha (-12.6%) facing the steepest declines as retail participants de-risk their portfolios.

IMF raised India’s 2025 growth forecast to 7.3%, citing stronger-than-expected performance in Q3 and sustained momentum in Q4.

The data underscores the cyclical nature of the Indian market, where leadership constantly rotates between value-driven sectors like Metals and Infra and growth-oriented ones like IT and Pharma, illustrating that long-term wealth is built through patient diversification rather than chasing short-term trends.

The fiscal year 2026 was defined by a brutal combination of record ₹1.81 trillion foreign outflows and the lowest Nifty returns in six years, yet experts suggest the current 20% valuation premium over emerging market peers is manageable for large-cap investors focused on domestic structural growth.

Despite significant market volatility at the close of the fiscal year, a record ₹32,087 crore SIP collection and the highest equity inflows in eight months (₹40,450 crore) demonstrate that Indian retail investors are now the primary stabilized anchor for domestic capital markets.

The HSBC India Composite PMI Output Index plunged to 57.0 in March 2026, marking the weakest rate of private sector expansion since November 2022. This slump was driven by a significant loss of momentum in both manufacturing and services, as domestic demand faltered under the weight of geopolitical instability and multi-year high cost pressures.

The unprecedented ₹8.5 lakh crore domestic injection and an 82% surge in EV sales defined FY26 as a year of historic decoupling, where internal structural growth successfully offset the dual pressures of a record rupee low and massive foreign outflows.

Despite Indian benchmarks hitting their lowest point since the 2020 pandemic due to historic foreign sell-offs, a record ₹8.5 lakh crore domestic inflow and a ₹1.77 lakh crore IPO boom proved that India’s retail and institutional investors are now the market's primary anchor

While gold prices retreated from their January 2026 high of ₹1,75,231, the 5-year and 10-year returns (29.9% and 18.9% respectively) significantly outperformed the Nifty 50 TRI, reinforcing gold's status as a superior long-term wealth generator.

Foreign investors pulled a record ₹89,916 crore over 15 sessions due to geopolitical fears, the market was significantly buoyed by ₹71,183 crore in domestic mutual fund purchases, highlighting the increasing role of local capital in absorbing global shocks.

The data illustrates that while high-equity portfolios offer superior long-term recovery, a multi-asset approach significantly cushions the impact of market "crashes," proving that consistent diversification is the most effective defense against volatility.

While individual SIP contributions saw a marginal dip due to the shorter month, the 8% month-on-month rise in overall equity inflows underscores a growing retail maturity and a shift from short-term volatility to long-term wealth creation.

While monthly SIP contributions saw a calendar-led 4% dip due to February being a shorter month, the broader industry remains robust as total Assets Under Management (AUM) hit a new high of ₹82.03 lakh crore.

The simultaneous surge across stocks, bonds, and oil in March 2026, following a largely dormant 2025, underscores the market’s realization that the Middle East conflict represents a deep structural threat to global energy security and inflation stability

While the shift to "Fund of Funds" formats allows for broader diversification across active and passive strategies, it has introduced significant performance gaps between different versions of the same fund, making the choice of investment wrapper as critical as the asset mix itself.

The early months of 2026 have seen Brazil and Mexico outpace traditional powerhouses, signaling a powerful rotation toward commodity-driven emerging markets as investors move away from the high-valuation headwinds facing the US and India.

While the national unemployment rate rose slightly to 5% in January due to seasonal agricultural slowdowns, the sharp rise in female joblessness to 5.6% highlights a persistent structural divide in the Indian labor market.

While core manufactured items remain stable, the sharp rise in WPI food inflation to 1.8% signals emerging supply-side pressures that could challenge the RBI's "neutral" stance if the trend persists through the next quarter.

West Bengal's unemployment rate of 3.6% notably undercuts the national average of 4.8%, with the state’s urban female joblessness of 5.1% performing significantly better than the all-India level of 9%.

China’s dip in consumer inflation to 0.2% and persistent producer price deflation highlight a sluggish recovery, signaling that holiday-driven spending distortions were not enough to mask the urgent need for more aggressive stimulus to revive domestic demand.

India’s foreign exchange reserves hitting a record $701.4 billion provides a formidable buffer that covers nearly 11 months of imports and almost the entirety of the nation’s external debt, ensuring macroeconomic resilience against global shocks.

By doubling penalties for common nuisances like pet defecation and introducing massive fines for construction debris, the BMC is shifting from mere awareness to strict financial accountability to maintain Mumbai’s hygiene standards.

During Navratri 2025, consumers reduced spending on sweets and beverages but sharply increased purchases of personal care (+74%) and packaged foods (+48%), indicating preference for utility-based products.

India’s two-wheeler registrations jumped 46.1% YoY, while car sales rose 19.2%, signalling strong festive demand and recovery in consumer sentiment post-monsoon.