Stat 2.6 – Monthly Data Dive of 10 essential charts shaping the markets

From changing market structures to shifting capital cycles, here are a few signals that stood out:

• There are now more ETFs than publicly listed stocks in the US, reflecting the rapid evolution of market participation.
• India’s weight in the MSCI Emerging Markets Index has reverted to its long-term average.
• The Centre’s capex engine has slowed sharply after three years of exceptional growth.
• Global aerospace OEMs are diversifying their supplier base, creating opportunities for new manufacturing hubs.
• Credit card spending per transaction has normalized after peaking in 2023.
• Korea’s KOSPI is witnessing record-high volatility despite trading at all-time highs.
• The cost of accessing space continues to collapse, driven by reusable rocket technology.
• EV adoption in India’s passenger vehicle market continues to gather pace.

Also in the deck:
–  Personal income tax collections slowed in FY26 following tax slab revisions.
– AI infrastructure demand is driving a sharp increase in smartphone DRAM prices.

 

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