Market Comment

The diamond trade’s trusted bulletin for pricing, trends and news

Weekly since 1980

March 12, 2026

News:

Market split continues, with 2 ct. and larger stable. Middle East war impacting sentiment and exports. Flights in and out of Dubai and Israel remain limited. Signet fiscal 4Q sales flat YOY at $2.34B-$2.35B, average selling price up 4%-5%; CEO JK Symancyk foresees growth in higher-quality natural diamonds, expansion of lab-grown in fashion jewelry. Brilliant Earth 4Q sales +4% to $124M, loss of $1.3M vs. profit of $2.6M in 4Q 2024. South Africa regulator imposes rules to promote local manufacturers’ rough access. Industry awaiting news on tariff refunds after trade court calls on US customs to repay duties it collected under old tariff regime. Tom Moses to step down as GIA lab chief.

Fancies:

Long fancy shapes such as Ovals, Marquises and Emeralds doing better than rounds in 2 ct. and larger. High-quality Marquises, long Radiants and long Cushions in short supply. Marquise is most expensive fancy shape. Long Cushions easy to sell and trading at 20% to 25% premium over square ones. Solid US market for elongated Ovals of good shape and quality in D-I, VS-SI categories. Indian prices for 0.30 to 0.79 ct. Ovals and Pears softening, except for ideal long models. Princess cuts weak. Very well-cut fancy shapes difficult to find and commanding premiums. Fancies with bad proportions illiquid.

Country Comments

United States
United States

Large wholesalers seeing steady memo and inventory demand from retailers, especially in 2 ct.-plus sizes. Rough prices firming in large goods. Small dealers struggling.

Belgium
Belgium

Overall sentiment positive despite immediate impact of Middle East war. Industry showing concern about access to goods as conflict disrupts Dubai market. Steady movement across size categories. Belgium February polished exports up 7% at $840.7 million, rough imports down 17% at $204.5 million.

Israel
Israel

Activity low due to war. Not many traders attending diamond exchange. Airspace closed other than for specific flights.

India
India

Mood cautious amid slow overseas demand. Domestic market slightly improved. Geopolitical tensions disrupting trade. Buyers purchasing only for specific orders. Dossiers weak. Mixed reports from Hong Kong shows, with 2 ct. and larger moving well and jewelry doing better than loose.

Hong Kong
Hong Kong

Industry reflecting on disappointing Hong Kong shows and lack of Middle East buyers there. Diamond section mostly quiet. Long fancies moving well in 2 ct. and larger.

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