Stat 1.6 – Monthly Data Dive of 10 essential charts shaping the markets

This month’s edition cuts across structural shifts in consumer behaviour, global capital flows, and strategic supply chains:

• GLP-1s enter the Indian market
  The ripple effects of weight loss drugs are now visible in India. With a global market north of $100B, implications span food, beverages, apparel, and wellness.
• The cost of capital is diverging
  As bond yields diverge across geographies, the cost of equity is no longer a uniform assumption. This has consequences for valuation frameworks and capital allocation.
• China and the tariff world
  While global chatter is about decoupling and diversification, China has spent the past decade quietly building resilience in exports and supply chains.
• Rare earths and resource control
  The decade ahead could be defined by access to strategic materials. With China dominating rare earth production, geopolitical fault lines may shift again.

 

Also featured:
— Peak electricity demand surprises
— UPI’s dominance in India’s retail payments
— Shifts in Indian engineering exports
— EU’s gas storage resilience

 

Swipe through the full deck for charts, data, and our sources.
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