Durable Goods Market Update: Sectoral Shifts, Strategic Bets and Cost Pressures Shape Outlook Introduction The durable goods market is undergoing a phase of structural transition, marked by selective growth, strategic realignments and rising cost pressures. While certain sectors such as automotive and premium lifestyle products are benefiting from innovation, premiumisation and policy support, others are grappling with margin stress and investor scepticism. Recent development

The December 2025 PMI data reveal the United States  is exhibiting a classic "Two-Speed Economy"—its manufacturing base is deepening into recession (47.9%), while its services sector is accelerating (54.4%) due to holiday demand. India  is witnessing a synchronized "Cooling Off," with both manufacturing (55.0) and services (58.0) slipping to multi-month lows, weighed down by global trade friction and the initial shock of new US tariffs. United States The US economy ended 2025