Stat 1.10 – Monthly Data Dive of 10 essential charts shaping the markets

From real estate demand shifts to AI-led market concentration, here are a few signals that stood out:

• Residential pre-sales consolidate even as office leasing rebounds.
• Passive funds now dominate US markets.
• AI-driven stocks continue to power most of the S&P’s returns.
• PE deal failures have fallen but exits remain scarce.
• India’s jewellery market is still only ~40% formalised — large room to grow.
• Data-centre construction is driving the next wave of capex.
• Lab-grown Diamonds has been seeing a steady rise in Google search interest.

Also in the deck:

• Fundraising strength continues despite tighter liquidity.
• CPI trends point to benign inflation and softer interest rates.

Swipe through the full deck for charts, data, and our sources.
You can also download the PDF file by clicking here