The Strategist
Markets & Industries

Global smartphone shipments grow by 1.9% in 2025 - 01/15/2026

Global smartphone shipments rose by 1.9% in 2025, reaching 1.26 billion units, as shown in preliminary figures from the International Data Corporation (IDC). During the last quarter, shipments increased by 2.3% compared to the previous year, hitting 336.3 million units. "Although there was a crisis due to the shortage of memory chips, the market in the fourth quarter was driven by strong sales...

Global liquid hydrocarbon production grows by 3 million bpd in 2025 - 01/14/2026

Global liquid hydrocarbon production went up by 2.95 million barrels per day in 2025, reaching a total of 106.28 million barrels per day, as reported by the U.S. Energy Information Administration (EIA) in their monthly report. For 2026, the EIA predicts production will rise by 1.37 million barrels per day, which is an increase of 120,000 barrels per day from the previous report, bringing the...

Global chipmaker revenue increases 21% in 2025 - 01/13/2026

Global semiconductor manufacturer revenue rose by 21% in 2025, reaching $793.4 billion, as reported by Gartner, a research firm. Nvidia Corp., an American company, remained the top global chipmaker, expanding its lead over Samsung Electronics of South Korea and becoming the first company to surpass $100 billion in annual revenue. Samsung saw a 13% increase in memory chip sales last year, but...

Chinese stocks post their strongest gains since 2017 - 12/30/2025

The Chinese stock market is showing its strongest performance since 2017, according to Bloomberg, which is based on trading data. From the beginning of 2025, the MSCI China Index has increased by about 28%. Bloomberg also reports that the MSCI China Index is likely to conclude the year with its biggest gain since 2017. In comparison, the US index closed at 6,905.74 points on December 29, down...

Leading US AI startups raise record $150 billion in 2025 - 12/30/2025

The largest U.S. artificial intelligence startups have secured a record amount of funding this year, amounting to $150 billion, according to the Financial Times, which referenced data from PitchBook. The number surpasses the previous record of $92 billion, which was set in 2021. The current year's total includes $41 billion in investments from OpenAI, $13 billion from Anthropic, and $14 billion...

China’s largest copper miner to acquire gold-copper SolGold with assets in Ecuador - 12/26/2025

Jiangxi Copper Co., China's biggest copper producer, has decided to purchase gold-copper mining firm SolGold Plc, which has assets in Ecuador, through an all-cash deal. Jiangxi Copper has announced it will pay 28 pence for each SolGold share. The overall worth of SolGold is assessed at £867 million ($1.17 billion). This price reflects a nearly 43% premium over SolGold's closing price on the...

Citigroup downgrades Chinese stocks - 12/24/2025

Citigroup strategists have adjusted their views on Chinese and Taiwanese stocks, according to Bloomberg, which is quoting a research note. They have lowered their recommendation for Chinese stocks to "neutral". This change was based on revised downward forecasts for corporate earnings and a weak overall economic outlook for the country. In contrast, the recommendation for Taiwanese stocks has...

ECB improves its forecast for eurozone GDP growth in 2025-2027 - 12/19/2025

The European Central Bank stated after its interest rate meeting that the eurozone economy is projected to expand by 1.4% in 2025, 1.2% in 2026, and 1.4% in 2027. Three months back, the ECB forecasted growth rates of 1.2%, 1%, and 1.3%, respectively. Economic growth for 2028 is projected to be 1.4%. Consumer prices are set to rise by 2.1% this year, as anticipated. The projection for 2026 has...

Citi experts expect copper prices to continue rising in 2026 - 12/16/2025

Copper prices reached record levels in 2025 due to concerns about a worldwide shortage of the metal, and specialists anticipate that this upward trend will persist into 2026. By Friday, the price hit a new high of $11,952 per ton but then declined slightly by the end of the trading day. On Monday, three-month copper futures on the London Metal Exchange (LME) increased by 1.4% to $11,670 per ton....

China may allocate up to $70 billion to support chipmakers - 12/15/2025

Chinese authorities are looking into a new stimulus and support plan for the semiconductor industry, according to Bloomberg, which is referring to sources. The proposed measures involve providing subsidies and other financial benefits to companies operating in this sector, which is seen as critical to China's efforts in competing with the United States in technology. The estimated total cost of...
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