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Japan’s mobile services market is set for steady but modest expansion through 2030, as surging mobile data consumption offsets the structural decline in voice and messaging revenues. Rising smartphone usage, premium 5G adoption, and growing IoT connectivity will underpin this shift, reshaping operator revenue models and reinforcing data-driven growth as the primary engine of the […]
TrumpRx and Medicare highlight shifting pharma industry priorities, says GlobalData
The US administration’s TrumpRx initiative and a proposed Medicare incentive rule link drug pricing, tariff policy, and domestic manufacturing in a coordinated push to reshore pharmaceutical production, highlighting shifting industry priorities, says GlobalData, a leading intelligence and productivity platform. Launched in February 2026, TrumpRx enables cash-paying and uninsured patients to access selected branded medicines at […]
APAC VC activity softens in 2025, but mid-to-high value rounds gain ground, finds GlobalData
The Asia-Pacific (APAC) venture capital (VC) deal activity recorded a modest slowdown in 2025 compared with 2024. The total number of VC deals with disclosed funding value announced in the region fell by around 2% to 3,633 in 2025 compared to 3,722 transactions in the previous year. However, the number of mid-to-high value funding rounds […]
GlobalData reveals most-exposed countries and key damage channels as recession risk rises from Hormuz disruption
The US–Israel–Iran war is severely disrupting global energy and logistics markets, heightening recession and inflation risks. With the Strait of Hormuz heavily constrained and commercial shipping facing elevated threats, markets are extremely sensitive to supply losses, delays, and shifting geopolitical risk premiums. Oil and refined product prices remain volatile, while LNG, freight rates, and war-risk […]
Prolonged Middle East conflict to impact revenue growth of top MEA reinsurers, says GlobalData
The ongoing conflict in the Middle East is prompting reinsurers to rapidly reprice and recalibrate risk across many lines, with continuity of coverage and trade as primary objective, even amid rising instability. If the war continues for an extended period, it will impact the revenue growth of top reinsurers in the Middle East and Africa […]
Celent launches AI-enabled intelligence to help financial institutions make quick technology decisions
LONDON, 16 March 2026 – Celent, a GlobalData company, has launched a new client platform that brings together its research, expert advisory services, proprietary data, tools, and an embedded AI assistant into a single environment. The platform is designed to help financial institutions access actionable insights more easily, make faster technology decisions in response to […]
5G adoption and rising data consumption to drive Australia’s mobile services market over 2025-2030, says GlobalData
Australia’s mobile services market is poised for steady expansion through 2030 as surging data consumption and rapid 5G adoption reshape operator revenue models. While traditional voice revenues continue to decline, telcos are increasingly relying on premium data plans and network upgrades to capture growing demand for video streaming, cloud gaming, and connected services, reinforcing the […]
Fiber-led broadband growth to sustain Japan’s fixed services revenue over 2025-2030, says GlobalData
Japan’s fixed communication services revenue is set to remain largely stable between 2025 and 2030 as steady expansion in fiber broadband offsets the continued decline of traditional voice services. The shift underscores a structural transition in the country’s telecom market, where operators are prioritizing high-speed connectivity and bundled offerings to defend revenue growth in an […]
UAE solar capacity to reach 32.3GW by 2035, forecasts GlobalData
The United Arab Emirates (UAE) is accelerating the expansion of its solar photovoltaic (PV) capacity as part of its long-term energy diversification strategy. Solar PV capacity in the country is forecast to increase from 6.7GW in 2025 to 32.3GW by 2035, registering a compound annual growth rate (CAGR) of over 17% during 2025-35, according to […]
Subaru-Infineon partnership to intensify OEM competition in ADAS, says GlobalData
The advanced driver-assistance systems (ADAS) sector is currently undergoing a phase of rapid transformation, driven by tighter safety regulations, growing consumer demand for more autonomous features, and the push toward electrified vehicle architectures. In this context, the recently announced partnership between Subaru and Infineon may signal a deeper shift. If successful, the collaboration could sharpen […]
Global renewable energy installed capacity to double to 8.4TW by 2031, forecasts GlobalData
Global renewable energy installed capacity is set to expand at a rapid pace over the next five years, driven by the high scalability of solar PV deployment, persistent cost deflation, and increasingly robust policy tailwinds. Worldwide renewable energy installed capacity is forecast to more than double, from 4.1TW in 2025 to 8.4TW by 2031, registering […]
Revolut’s full UK banking license unlocks lending expansion and deeper market positioning, says GlobalData
Following the news that fintech Revolut has received a full UK banking license from the Prudential Regulation Authority (PRA); Phoebe Hodgson, Banking and Payments Analyst at GlobalData, a leading intelligence and productivity platform, offers her view: “This is a significant step in the fintech’s transition from a digital payment platform to a fully regulated bank […]
AI key driving force for TMT deal activity in 2025, says GlobalData
Artificial intelligence (AI) has become the central force reshaping mergers and acquisitions in the technology, media, and telecom (TMT) sector. Global deal value surged 76% in 2025 to $903 billion, with AI-related transactions alone reaching $117 billion. What was once a speculative technology is now driving investment decisions, partnerships, and acquisitions in the TMT sector […]
BYD’s new charging technology to reshape competitive differentiation in EV market, says GlobalData
BYD has introduced its second-generation Blade Battery and FLASH Charging architecture, claiming it can charge from 10 % to 70 % in just five minutes and reach up to 97 % in nine minutes. With plans to deploy thousands of FLASH stations in China and preparations to roll out globally by the end of 2026, […]
UK Mother’s Day 2026 spend to rise as more consumers intend to shop despite flat budgets, says GlobalData
Ahead of UK Mother’s Day on 15 March 2026, more consumers plan to celebrate, but most intend to stick to what they spent last year – around £50. The proportion of UK consumers intending to buy, or who have already purchased, at least one item has edged up slightly to 57%, yet shoppers will be […]
Kazakhstan renewable power capacity to reach 12.9GW by 2035, forecasts GlobalData
Kazakhstan is gradually expanding renewable energy as part of its long-term strategy to diversify the national power mix and meet evolving energy transition objectives. The government aims to increase the share of renewable electricity generation to around 15% by 2030 and has outlined broader ambitions to expand low-carbon energy sources as part of its long-term […]
US–Israel–Iran war heightens global recession and inflation risks through energy and shipping shocks, says GlobalData
The escalating war between the US, Israel, and Iran is creating the most severe disruption to global energy markets since the 1970s. The effective closure of the Strait of Hormuz has pushed oil prices briefly above $110 per barrel within days, while the shock is spreading to shipping, aviation, and trade, raising global recession and […]
High-value VC deals rise in 2025 despite decline in overall deal volume, reveals GlobalData
The global venture capital (VC) funding activity in 2025 showcased a shift towards larger funding rounds, even as overall deal volume declined. The volume of high-value investments (>$100 million) increased by 25% in 2025 compared to the previous year, indicating that investors were pivoting towards higher-value opportunities, according to GlobalData, a leading intelligence and productivity […]
Oil price surge above $115 signals escalation from logistics shock to supply disruption in energy markets, says GlobalData
Following a surge in Brent and WTI prices above $115 a barrel on 9 March 2026, with Brent briefly nearing $120, its highest level in almost four years; Jaison Davis, Economic Research Analyst at GlobalData, a leading intelligence and productivity platform, comments: “GlobalData’s 2 March 2026 analysis said the escalating Gulf conflict could push oil […]
Model Medicines’ MDL-001 holds potential to strengthen pandemic preparedness across multiple infectious diseases, says GlobalData
Model Medicines presented an update on its lead candidate MDL-001 at the Biocom Global Partnering Conference in California, positioning the asset as a first-in-class oral direct-acting antiviral with demonstrated preclinical activity across various viral families, including respiratory, hepatic, and gastrointestinal viruses. With such a broad therapeutic spectrum, MDL-001 has potential to address unmet needs including […]