Stat 2.7 – Monthly Data Dive of 10 essential charts shaping the markets

Team Itus

July 4, 2026

Liquidity is improving, credit is accelerating, and India’s role in global value chains continues to deepen. Here’s what the data is telling us this month.

• Banking system liquidity has turned positive again after last year’s deficit.
• Infrastructure and corporate credit growth are gathering momentum once again.
• India’s GCC ecosystem is moving up the value chain toward complex problem solving.
• SIP inflows continue to rise, although the pace of growth has moderated.
• AI is shifting from a training-led to an inference-led compute cycle, expanding demand across the AI infrastructure ecosystem.
• India’s energy transition is creating opportunities across the electrical equipment value chain.
• Blinkit continues to widen its lead in India’s rapidly growing quick commerce market.
• Global room AC production continues to outpace demand, keeping surplus capacity elevated.

Also in the deck:
– Brent crude has historically shown a stronger correlation with commercial vehicle sales than passenger vehicles
– The banking system’s liquidity has recovered, but remains well below pandemic-era highs

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