Stat 1.8 – Monthly Data Dive of 10 essential charts shaping the markets

This month’s lens spans technology, trade, consumer behaviour, and macro dynamics, both domestic and global.

• The AI Curve is Bending
  As unit costs ($/M tokens) fall, we’re witnessing a reshaping of the intelligence–price curve in AI. Open-source models are gaining traction, challenging proprietary dominance.
• Imported Disinflation in the US
  Core inflation in imported goods is running lower than that of domestic core goods—a trend with implications for trade dynamics and policy framing.
• What India ships to the US
  Smartphones, gems and pharma top the value charts while textiles have the highest exposure to the US market.
• Optical Density
  Despite strong demand for fashion and food, eyewear remains under-penetrated in India. A surprising gap in a market often thought to be saturated.
• Chemicals powering ahead

India’s chemical market is projected to grow at 9.6% CAGR till 2030, with specialty and pet-chemicals outpacing the industry.

• LTCG taxes surge
  In India, LTCG’s contribution to GDP has tripled in five years, reflecting financialisation and the equity market’s scale-up.

Also featured:
– Dollar depreciation dynamics: A weaker dollar shifts global GDP shares
– Trend in UPI spends: Debt collection is the largest usecase.

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