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In 2025, talk of the artificial intelligence (AI) bubble grew stronger, with frontier projects such as Stargate dominating the headlines. Meanwhile, server densities continued to grow to satisfy the voracious demand for compute placed by AI workloads. As a result, electrical grids are under unprecedented pressure, creating environmental and economic concerns. The industry is building […]
AI-led semiconductor surge lifts APAC top 50 companies market capitalization to $10.5 trillion in 2025, says GlobalData
The combined market capitalization of the top 50 companies in the Asia-Pacific (APAC) region surged to $10.5 trillion in 2025, reflecting a 35.1% year-on-year increase, mainly driven by AI-led surge in semiconductor demand, according to GlobalData, a leading intelligence and productivity platform. While TSMC and Tencent maintained their dominance, the year’s most striking narrative emerged […]
Top 25 global banks see nearly 36% increase in MCap in Q4 2025, reveals GlobalData
The aggregate market capitalization (MCap) of the top 25 global banks increased by 35.8% year-on-year (YoY), reaching $6.1 trillion in the fourth quarter (Q4) ended 31 December 2025. The gains were broad-based across North America, Europe and parts of Asia, reflecting resilient earnings, higher-for-longer interest rates that continued to support margins in many markets, and […]
US attack on Venezuela: Oil, metals, FX, and equity markets brace for volatility, says GlobalData
The US military raid in Venezuela on January 3, 2026, resulted in President Nicolás Maduro’s capture, which has sharply heightened geopolitical tensions at the start of 2026. Oil, gold, silver, the US dollar, and global equities are expected to react immediately as investors reprice political and supply-chain risk. Venezuela’s large energy and gold endowments, combined […]
Easing UK inflation expected to make shoppers more responsive to value and enhanced quality propositions, says GlobalData
UK inflation fell more than expected in November 2025, with the Consumer Prices Index (CPI) dropping to 3.2% from 3.6% in October, largely driven by softer food price growth. While consumers remain financially constrained, the easing inflation rate may lead to a gradual return of confidence and increased spending in the food and beverages (F&B) […]
GLP-1 foods present growing opportunity for UK supermarkets as users become an addressable food occasion, says GlobalData
Morrisons’ recently announced tie-up with Applied Nutrition—covering the formulation, production, and sale of 53 high-protein products from January 2026—matters less for the headline product count and more for what it legitimizes. UK supermarkets are beginning to treat GLP-1 users as a distinct, addressable food occasion. The most notable element is the plan for supermarket-exclusive “GLP-1 […]
Flexitarians, private label, and cleaner labels to define next growth phase of UK plant-based meat substitutes market, says GlobalData
After a period of listing consolidation among major retailers, the UK plant-based meat substitutes market is poised for further growth over the next five years, with a projected value CAGR of 4.67% between 2025 and 2029, according to GlobalData Market Analyzers. While this growth is slower than the previous five years (2020–2024 CAGR of 7.68%), […]
Thailand telecom and pay-TV services revenue to remain flat over 2024-29, forecasts GlobalData
Thailand’s telecom and pay-TV services revenue is projected to remain flat, averaging just about $10 billion annually, with a compound annual growth rate (CAGR) of just about 0.1% through the forecast period 2024-2029, as steady growth in the fixed broadband, mobile data, and pay-tv segments is weighed down by revenue declines in mobile voice, messaging […]
Regenxbio’s clemidsogene lanparvovec approval in Hunter syndrome depends on translating biomarkers to clinical outcomes, says GlobalData
Regenxbio’s clemidsogene lanparvovec has a plausible pathway to FDA approval in Hunter syndrome, although the decision will likely hinge on whether biomarker reductions can be convincingly linked to meaningful clinical outcomes, experts tell the Insights Investigative News team at GlobalData, a leading intelligence and productivity platform. Clemidsogene lanparvovec is a CNS-directed gene therapy designed to […]
Malaysia card payments market to grow by 6.1% in 2025, forecasts GlobalData
The Malaysia card payments market is forecast to grow by 6.1% in 2025 to reach MYR408.5 billion ($89.3 billion), supported by the increasing adoption of electronic payments. The growth is being underpinned by government-led efforts to build digital payment infrastructure, rising adult banking penetration, wider access to bank accounts and payment cards, and the continuing […]
New Zealand card payments market to surpass $70 billion in 2029, forecasts GlobalData
The New Zealand card payments market is forecast to register a compound annual growth rate (CAGR) of 2.8% between 2025 and 2029 to reach NZD118.3 billion ($71.6 billion) in 2029, supported by a constant consumer shift towards electronic payments, according to GlobalData, a leading intelligence and productivity platform. GlobalData’s Payment Cards Analytics reveals that that […]
Meta acquisition of Manus signals shift from AI models to revenue-generating autonomous agents, says GlobalData
Following the news that Meta Platforms has acquired Singapore-based artificial intelligence (AI) startup Manus; Murthy Grandhi, Company Profiles Analyst at GlobalData, a leading intelligence and productivity platform, offers his view: “Meta is making one of its clearest wagers yet on autonomous AI, agreeing to acquire Manus in a move that underscores how quickly the AI […]
US renewable power capacity to reach 1.06TW by 2035, forecasts GlobalData
The US operates the world’s largest and most diversified electricity system, supported by abundant domestic energy resources, regional power markets, and a broad technology mix. While federal energy policy since 2025 has increasingly emphasized energy security, domestic manufacturing, and firm generation capacity, long-term power sector investment continues to be shaped by state-level clean energy mandates, […]
Age-related macular degeneration market across 7MM to reach $20.5 billion in 2034, forecasts GlobalData
The age-related macular degeneration (AMD) market in the seven major markets (7MM) is set to grow from $7.8 billion in 2024 to $20.5 billion in 2034, driven by the entry of therapies with longer durations, new mechanisms of action, the availability of therapies for geographic atrophy (GA), and the launch of the first therapy for […]
Telecom and pay-TV services revenue in Philippines to increase at 3.8% CAGR over 2024-2029, forecasts GlobalData
The Philippines telecom and pay-TV services revenue is forecast to increase at a compound annual growth rate (CAGR) of 3.8% from $8 billion in 2024 to $9.7 billion in 2029, mainly supported by the mobile data and fixed broadband service segments, reveals GlobalData, a leading intelligence and productivity platform. GlobalData’s Philippines Telecom Operators Country Intelligence […]
Taiwan renewable power capacity to reach 50.7GW by 2035, forecasts GlobalData
Taiwan’s power sector has entered a new operating environment following the completion of its nuclear power phase-out in May 2025. With the shutdown of the last operating reactor, the government has intensified its focus on expanding renewable energy and flexible gas-fired generation to replace lost baseload supply while progressively reducing coal reliance in an isolated, […]
Upward trend in gold and silver prices to continue through 2026, says GlobalData
Precious metals, especially gold and silver, have surged sharply in 2025. Year to date through December 26, 2025, gold and silver prices are up about 70–72% and 140–150%, respectively. Looking ahead, GlobalData, a leading intelligence and productivity platform, foresees further gains by end-2026 of around 8–15% for gold and 20–35% for silver. Ramnivas Mundada, Director […]
K239 Chunmoo export to Estonia highlights South Korea’s growing defense manufacturing prowess, says GlobalData
The Korea Trade-Investment Promotion Agency (KOTRA) recently announced a contract for the export of Hanwha’s K239 Chunmoo multiple rocket launcher to Estonia, marking a significant upgrade to Tallinn’s firepower inventory. This deal also highlights the strong momentum of South Korean defense exports to Europe, says GlobalData, a leading intelligence and productivity platform. According to GlobalData’s […]
Biopharma enters 2026 with renewed and cautious optimism, says GlobalData
Against the backdrop of a turbulent year marked by both breakthrough and setbacks, the biopharmaceutical industry is entering 2026 with renewed confidence. Industry optimism and investment sentiment have strengthened, although cautiously, according to a new report by GlobalData, a leading intelligence and productivity platform. In 2025, the biopharmaceutical industry began the year with strong scientific […]
Poland renewable power capacity to reach 91.5GW by 2035, forecasts GlobalData
Poland’s electricity system has historically been supported by domestically mined hard coal and lignite. However, aging coal assets, rising electricity demand, and European Union decarbonization requirements are increasingly influencing capacity planning and investment priorities. As coal-based generation declines, capacity additions are increasingly concentrated in renewable energy technologies. Against this backdrop, Poland’s renewable power capacity is […]