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Tech and Media Trends 2018 – Global Thematic Research

2017-09-26
Tech and Media Trends 2018 – Global Thematic Research Summary The mega-themes that will drive earnings in the global tech and media sectors over the next 12 to 24 months are: artificial intelligence, the Cloud, internet of things, digital...

Leaders and laggards in Global TMT – Global Thematic Research

2017-09-08
Leaders and laggards in Global TMT – Global Thematic Research Summary After 20 years of torpor, key parts of Japan’s technology industry have been woken up by the rise of China, competition from Asian emerging markets, an ageing...

Advertising Sector Scorecard – Global Thematic Research

2017-08-25
Advertising Sector Scorecard – Global Thematic Research Summary Technology themes: artificial intelligence, voice, ad fraud, ad blocking, ad effectiveness, video ads, programmatic ad buying, ecommerce, virtual & augmented reality,...

A.I. (Vol. III): Machine Learning – Global Thematic Research

2017-07-25
A.I. (Vol. III): Machine Learning – Global Thematic Research Summary Machine learning is an artificial intelligence (AI) technology which allows machines to learn by using algorithms to interpret data from connected ‘things’ to...

Alternative Reality – Global Thematic Research

2017-07-03
Alternative Reality – Global Thematic Research Summary Alternative reality – which encompasses virtual reality (VR), augmented reality (AR) and mixed reality (MR) – could become the next big computing platform. In VR, the user...

Valuing FAANG and BAT stocks – Global Thematic Research

2017-06-14
Valuing FAANG and BAT stocks – Global Thematic Research Summary Facebook, Amazon, Apple, Netflix, Google and Microsoft (“FAANGM”) Apple, Microsoft and Google: These are the safest companies to hold in this group today because...

Cybersecurity Presentation June 2017 – Global Thematic Research

2017-06-07
Cybersecurity Presentation June 2017 – 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” to send “rogue code”...

Blockchain – Global Thematic Research

2017-05-03
Blockchain – Global Thematic Research Summary Blockchain is an electronic ledger of transactions that are continuously maintained in blocks of records. The ledgers are jointly held and run by all participants. Coupled with cryptographic...

Social Media Sector Scorecard – Global Thematic Research

2017-04-13
Social Media Sector Scorecard – Global Thematic Research Summary Technology themes: artificial intelligence, voice, monetisation models, virtual & augmented reality, money transfer services, crowdfunding, news curation, workplace...

Japan Tech – Global Thematic Research

2017-03-28
Japan Tech – Global Thematic Research Summary After 20 years of torpor, key parts of Japan’s technology industry have been woken up by the rise of China, competition from Asian emerging markets, an ageing population and sagging productivity....
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