Stat 1.5 – Monthly Data Dive of 10 essential charts shaping the markets

The AI-age arms race
Global wafer-fab capacity has tripled since 1995, yet the true choke-point may soon be lithography talent, not clean-room floor-space. Where will the next marginal fab break ground?

Capital on the move
Despite endless “de-risking” headlines, overseas investors still hold close to one-third of all U.S. Treasuries, corporate credit and equities. America remains the world’s savings account—at least for now.

Healthcare’s new gravity well
GLP-1 therapies could top US $50 bn in 2024 sales—bigger than the entire Indian pharma export market. How does a structurally lighter world reshape insurers, food, and fitness?

Domestic is the new FII
Indian households & local institutions now own more of the NIFTY-500 than foreign investors. Does that make the market sturdier—or just more momentum-driven?

Swipe through the deck for the charts, context, and sources.  
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