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Thematic Analysis
NATO: Strategic Intelligence
"NATO" is part of GlobalData's Strategic Intelligence series of reports on cybersecurity and its impacts across different industries. NATO is essential in the defense industry, as a the political and military Alliance includes many of the largest spenders on defense. To overcome an era of heightened geopolitical risk, companies, nations, and militaries are increasingly adopting a collaborative approach. This approach involves acquisitions, sharing information on threats with their NATO Allies, and reporting overall defense spending. This report explores emergent trends...
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Thematic Analysis
Ukraine Conflict Impact: Strategic Intelligence
The "Ukraine Conflict Impact (2026)" report is part of GlobalData's Strategic Intelligence series of reports on cybersecurity and its impacts across different industries. Understanding the impact of the Ukraine conflict is essential in the defense industry in order to be prepared for high intensity warfare. As a result of the conflict, companies, nations, and militaries are increasingly adopting a collaborative approach, including joint procurement initiatives . This report explores emergent trends as a result of the Ukraine conflict, examining use...
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Thematic Analysis
Aerospace, Defense and Security M&A Deals 2025 - Top Themes: Strategic Intelligence
This report analyzes the disruptive themes that have driven M&A activity in 2025 in the ADS Sector.
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Thematic Analysis
Global M&A Deals in 2025 - Top Themes by Sector: Strategic Intelligence
If you want to understand the themes that drive an industry, simply look at the list of recent mergers and acquisitions (M&As). This report analyzes the disruptive themes that have driven M&A activity in 2025 across all sectors including materials, consumer, energy, financials, healthcare, industrials, technology, media & telecoms. The global M&A market in 2025 witnessed deals worth $3 trillion, a growth of 33% compared to 2024. Â The TMT sector led the M&A deal activity, with deals worth $909 billion...
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Thematic Analysis
Drones in Aerospace and Defense: Strategic Intelligence
"Drones in Aerospace and Defense" is part of GlobalData's Strategic Intelligence series of reports on unmanned technologies and its impacts across different industries. UAVs are making a mark in modern warfare, and their use can have severe strategic and financial consequences. To overcome developmental hurdles, companies, nations, and militaries are increasingly adopting a collaborative approach. This approach involves public and private investment in the sector and constant experimentation in Ukraine. This report explores emergent trends within the UAV market, examining...
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Sector Analysis
Norway Defense Market Size, Trends, Budget Allocation, Regulations, Acquisitions, Competitive Landscape and Forecast to 2030
Norway Defense Market - Size and trends, budget allocation, regulations, key acquisitions, competitive landscape and forecast, 2025-2030 report provides the market size forecast and the projected growth rate for the next five years. The report covers industry analysis including the key market drivers, emerging technology trends, and major challenges faced by market participants. It also offers insights regarding key factors and government programs that are expected to influence the demand for military platforms over the forecast period. Positioned high on...
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Thematic Analysis
Aerospace, Defense and Security Predictions 2026: Strategic Intelligence
The aerospace, defense, and security (ADS) industry is entering 2026 amid heightened geopolitical tension, rapid technological change, and growing strategic focus on contested domains. As global security dynamics evolve, companies operating across air, defense, and space markets must navigate a complex mix of emerging technologies, regulatory pressures, and shifting investment priorities. GlobalData’s latest report identifies and analyzes the ten most disruptive themes set to shape the industry in the year ahead. These themes span geopolitics, emerging technologies, and domains receiving...
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Thematic Analysis
FDI Trends in LATAM (2025)
Foreign Direct Investment (FDI) in the Latin American (LATAM) region is projected to increase in 2025, sculpted by commodity demand, competing US-Chinese investments, and expanded bilateral trade agreements conductive of FDI inflows. According to GlobalData’s FDI database, opened Greenfield FDI projects are projected to increase by ~1.8% in 2025, preceding consecutive years of growth in 2022, 2023 and 2024. Bucking the global trend, Foreign Direct Investment (FDI) in the Latin American (LATAM) region is projected to increase in 2025, sculpted...
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Analyst Opinions
Tokenization: Market Trends and Innovations
Emerging Interconnected Digital Ecosystems Tokenization is transitioning from experimental applications to institutional-grade market infrastructure, reshaping how financial and real-world assets are issued, traded, and settled. Banks, asset managers, exchanges, and public-sector entities are deploying tokenized treasuries, funds, real estate, carbon credits, and intellectual property, positioning tokenization as a foundational layer for next-generation capital markets and digital ecosystems. Advances in blockchain scalability, interoperability, smart contracts, and custody are enabling compliant, secure, and automated asset lifecycles across both public and private networks....
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Thematic Analysis
FDI Trends in the Middle East (2025)
Following a period of significant Foreign Direct Investment (FDI) growth from 2019 to 2023, the inflow of FDI into the Middle East (ME) has slowed down due to risk premiums affecting investor confidence. Capital market reforms, eased equity caps, and limited FDI screening adopted by the likes of Saudi Arabia and the UAE have made material differences to making nations more compatible with global markets. Still, FDI projects opened in the ME region declined by 10.6% YoY in 2024, according...
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