Chinese Tech – Global Thematic Research Summary China’s government is intent on upgrading its manufacturing sector and leading the world in a range of advanced technologies. Implicit in its “Made in China 2025” 10-year...

Trump and Tech – Global Thematic Research Summary As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology companies. Taxation: Most US tech companies...

Cyber Security – Global Thematic Research Summary The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn cyber-attack aptly illustrated...

Tech M_A Targets – Global Thematic Research Summary In 2016, a number of M&A transactions in the technology and media sectors occurred including the takeovers of NetSuite, Marketo, Arcam and DreamWorks as well as several others. Over...

Ecommerce Themes 2017 – Global Thematic Research Summary Before we look at the big themes, let us first put things into perspective by glancing at the share price performance of Ecommerce companies relative to other Internet & media...

MedTech – Global Thematic Research Summary The global healthcare industry is worth $8 trillion. At $9,000 per capita, US healthcare spending is 50% higher than the world’s second highest spender – Australia – and 20 times...

Software Themes 2017 – Global Thematic Research Summary Over the two and half years since 1 January 2014, the S&P 500 has increased by 18%. During that period, application software stocks, on average, have risen by 36%, security software...

Tech Hardware Themes 2017 – Global Thematic Research Summary Over the last two and half years, the S&P 500 has increased by 10%. During that period, consumer electronics company shares on average have fallen by 8% and networking and...

Artificial Intelligence Vol II – Global Thematic Research Summary Apple, Alphabet, Facebook, Microsoft, Alibaba and Amazon have all grown to their current size by dominating the most profitable bits of the digital communications value...

The information service and software markets can be categorized based on functionality and service delivery methods. Information services refer to a suite of comprehensive solutions covering fundamental infrastructure, service development and...