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As gold prices rise and investor attention follows, the data shows how liquidity, participation, and equity markets are evolving in parallel.

  • Gold prices are rising, lifting rural liquidity and gold-loan demand across India.
  • Passive investing continues to gain share in India as participation deepens.
  • IPO supply is picking up, but remains well within historical limits relative to market cap.
  • Digital-first brands in India are scaling rapidly, highlighting equity-led value creation.
  • Hyperscaler capex cycles continue to shape growth trajectories for Indian IT services.

PSU banks regain market share within the banking sector’s market-cap mix

Also in the deck:
– China’s dominance across the EV battery value chain remains unchallenged
– Europe’s productivity gap versus the US continues to widen

 

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