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We are absolutely thrilled to release the 1st edition of our Fiscal Matters Handbook, a concise reference book about Public Finances. In over 120 pages, the book summarizes key trends in Govt finances, central & state. To get your copy, drop us a note: databook@indiadatahub.com

Slowdown in domestic #aviation, strong growth in life insurance, pause in #gold holdings, return to growth for wireless telecom operators. This and more in this week’s edition of #TWID thisweekindata.indiadatahub.com/p/aviation-slo…

Exports to China declined for a twelfth consecutive month, while China’s share of total U.S. imports fell to 7.5% from 13.2% a year earlier. In contrast, trade with Taiwan strengthened sharply. Imports grew over 144% YoY, alongside the pickup in U.S.–India trade flows. (2/2)

Exports declined 3% MoM, and imports rose 4% MoM (seasonally adjusted). For the full year 2025, the U.S. goods trade deficit stood at $1.23tn, up 2.1% from 2024, as imports rose $149.3bn (4.6%), outpacing the $123.5bn (6%) increase in exports. (1/2)

In contrast, Star Air grew 73% YoY, its strongest since September 2024, crossing the one-lakh passenger mark, while the Air India Group reported 7% YoY growth (up from 4.8% in November) and carried its highest-ever monthly passenger volume of over 42 lakh.

As per preliminary DGCA data, December’s contraction in domestic passenger traffic had sharp airline-level divergences. IndiGo’s passenger traffic fell 11% YoY, its weakest since January 2022, following operational disruptions after stricter enforcement of pilot duty-time rules.

Services exports recorded strong momentum in December, rising 21.9% MoM and 13.3% YoY, the first instance of double-digit annual growth in three months. Services imports increased 7.4% YoY, following a contraction in November (-2.04%), contributing to the net expansion.

In November, U.S. exports grew 6.1% YoY, slowing from 15.8% in October, while imports rose 6.5% month-on-month but stayed lower YoY. Exports to China fell for the 11th consecutive month, with China’s share of U.S. exports dropping to 3.8%. Exports to Taiwan and India rose YoY.

December’s pickup followed a 7.2% expansion in November, a clear improvement over the 3.7% growth a year earlier. The acceleration was supported by strength in manufacturing, mining, and electricity. Consumer durables and infrastructure goods also posted double-digit gains.

Rupee’s continued underperformance, Rising interest rates, Falling FDI and more in this week’s edition of #TWID #INR #Dollar #Rupee thisweekindata.indiadatahub.com/p/rupee-dollar…

Introducing Bond Analytics! updates.indiadatahub.com/p/introducing-… #BondMarket #DebtMarket #CorporateBonds #CreditAnalytics

Goods exports rose 1.9% YoY, a sharp slowdown from 19.4% last month, with weaker growth across major categories. Imports rebounded 8.8% YoY after November’s contraction, with a recovery in petroleum, while gold stayed in decline.

Cash holdings of domestic equity mutual funds has dropped in the last few months - from 7% in April 2025 to ~5.5% in December which is lowest since 1H of 2024! The decline is especially sharp in Large cap, Small cap and Value funds. For more read this: buff.ly/ce9V6Nr

Export growth was supported by stronger shipments to the European Union and Southeast Asia, which helped offset the continued decline in trade with the U.S.

December saw China’s exports rise 6.6% YoY to USD 357.78bn, while imports increased 5.7% YoY to USD 243.64bn, lifting the monthly trade surplus to USD 114.14bn, the highest in six months.

Food prices in the US increased 3.1% YoY in December (from 2.7% in Nov), while the energy index rose 2.3% (Nov: 4.2%), keeping overall inflation readings broadly stable on a year-on-year basis.

Core inflation picked up in December, rising to 4.6% YoY from 3.4% in November. At the same time, headline inflation has remained well below last year’s levels, even as it edged higher on a month-to-month basis.

U.S. trade deficit narrows to a multi-year low as imports drop and exports reach a record high.

We’re launching Trade DB to track India’s trade at the HS code level by value or quantity, across imports, exports, and also detailed category and subcategory data for our trade partners. See this for more: youtube.com/watch?v=KdwhLP… #India #Trade #Exports #Imports

Nominal GDP growth is estimated at 8%, highlighting a gradual moderation in price pressures alongside steady real activity. [3/3]

The expansion is being led by services, where growth is broad-based across sub-sectors, while the primary sector is projected to slow from last year’s pace. [2/3]

The First Advance Estimate points to a stronger growth profile in FY26. Real GDP growth is projected at 7.4%, up from FY25, with Gross Value Added also expected to accelerate. [1/3]