IndiaDataHub

Goods exports grew 1.9% YoY, a sharp slowdown from the strong growth recorded in the previous month (19.4% YoY). The growth slowed across several major categories in December, with engineering and electronics moderating sharply, while gems & jewellery and petroleum exports contracted after strong growth in November.

On the other side, a rebound from a contraction in November (-1.9% YoY) saw imports increasing 8.8% YoY. Petroleum imports recovered from the previous month’s decline, while gold imports remained in contraction, though the pace of decline eased.

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: https://insights.indiadatahub.com/block/178

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.

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.