• South India demand: Strong pent-up demand during the Aadi 18 festival generated ₹344 crore in three days of business for Thangamayil Jewellery, with strong retail interest expected to continue through Diwali and Dhanteras.
• Diamond pricing trends: Demand for natural diamonds is picking up alongside lightweight jewellery, driving a 7–8% price increase in small "minus 2" stones over the past month, while 1-carat diamonds range from ₹50,000 to ₹1.5 lakh depending on quality.
• Manufacturing shift: Technological improvements have reduced average gold jewellery weights from 35–40 grams down to 7–10 grams per piece, enabling four items to be produced from the same gold weight while diamond content remains steady.
• Gold price outlook: Stability in gold prices is seen as critical for consumer confidence, with gold projected to remain range-bound between $3,800 and $4,600 through 2026 barring unforeseen policy changes.