Stat 2.8 – Monthly Data Dive of 10 essential charts shaping the markets

Team Itus

August 31, 2026

From earnings concentration to improving activity data in India, here are a few signals that stood out:

• Just under half of S&P 500 earnings growth is now expected to come from one sector — yet it trades below its ten-year average multiple.
• Power credit growth has crossed 20% system-wide, with one large private bank growing its book by 73%.
• E-way bills grew at a 20% CAGR in FY26, pointing to sustained economic activity.
• Vehicle finance growth jumped from 7% to the high teens in a single quarter following the GST cut.
• Cement capacity additions remain aggressive at 57 mt annually, even as utilisation stands at 67%.
• Bengaluru’s unsold housing inventory has risen from 59,000 to 79,000 units in just three quarters.
• Companies moving up market-cap buckets have historically delivered significantly higher returns than those staying put.
• The 2020 ETF theme leaderboard offers an interesting look at how market leadership has evolved.

Also in the deck:
– Corporate credit growth continues to strengthen
– India’s GCC ecosystem is moving steadily towards higher-value work

📈 Charts, data, and context inside.

Swipe through the full deck for charts, data, and our sources.
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