Latest Industry Trends News
AI giants reshape market leadership in 2025
Tech companies that built AI infrastructure and services surged ahead in 2025, with NVIDIA’s data‑center revenue and large market caps driving a structural shift in market leadership and investor focus toward AI-centric firms.
Global macro outlook: private markets and debt sustainability concerns
Investment strategists warn that divergent central‑bank cycles and rising government debt levels will shape private market opportunities and asset allocation into 2026, requiring investors to reassess risk and liquidity assumptions.
Travel and tourism rebound shifts toward Asia and emerging markets
Global travel bookings reached an estimated $1.67 trillion in 2025 as international travel returned, with Asia‑Pacific and emerging markets driving most growth while North America and Europe stabilize.
Tourism set to contribute over $11.7 trillion to global GDP in 2025
Industry research projects travel and tourism generating roughly $11.7 trillion in 2025 GDP and supporting about 371 million jobs, underscoring tourism’s economic importance as international spending recovers.
China’s consumption upgrade and low‑altitude economy expansion
China’s 2025 consumption trends emphasize product and service upgrading, with regulators forecasting its low‑altitude economy (drones/urban air mobility) could reach around 1.5 trillion yuan (~$213B) in 2025.
Supply‑chain leadership turnover harms operational performance
Gartner survey findings show leadership turnover has disrupted supply‑chain performance for over half of organizations in recent years, highlighting vulnerabilities as companies modernize operations.
Cybersecurity spending set to rise amid third‑party and ransomware risks
Industry risk reports indicate most organizations plan increased cybersecurity budgets in 2026—focusing on technology, incident planning, and talent—as third‑party risks and ransomware remain elevated.
Global equities showing steady, diversified growth beyond megacap tech
Market analysis finds global equities poised for measured growth with broader sector participation—industrials, consumer goods and financials gaining traction alongside tech, supported by gradual monetary easing.
2025 reshaped global trade and capital‑markets policy
Policy shifts in 2025—including more assertive trade stances and tariff moves—have materially altered trade patterns and capital‑markets dynamics, prompting companies to revisit supply‑chain and market strategies.
Commodities: hot‑rolled coil market under pressure in 2025
The global hot‑rolled coil market faced price pressure through 2025 with late‑year recovery signs; steel market conditions reflect uneven demand across regions and end‑markets.
AI adoption widens industry performance gap
Analysis shows enterprises that integrated AI strategically are outperforming peers: many traditional firms report limited EBIT impact due to shallow or tactical AI deployments, widening the industry performance divide.
Travel market winners: US remains largest but growth shifts abroad
The United States stayed the largest travel market by bookings in 2025, yet faster growth moved to Asia and emerging markets as outbound flows and international reopening reshaped demand.