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Ecommerce Themes 2017 – Global Thematic Research

2016-09-19
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

2016-08-31
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

2016-08-15
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

2016-06-28
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

2016-05-09
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...

Uncovering the Potential of Information Service and Software Industry and Market

2016-04-08
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...

Uncovering the Potential of IT Software Market and Industry: Key Trends and Major Players

2016-04-08
The Taiwanese IT software markets can be categorized based on functionality and service delivery methods. IT software refers to any software solutions that are provided to best fit user needs in the IT market, including application software,...

2016 Outlook for the big players in global TMT – Global Thematic Research

2016-03-14
2016 Outlook for the big players in global TMT – Global Thematic Research Summary 3D Systems is the market leader in the 3D printing technology cycle. Growth has been disappointing so far, but we believe this sector is likely to take off...

IBM Turnaround Coming – Global Thematic Research

2016-02-26
IBM Turnaround Coming – Global Thematic Research Summary In 2016, we think IBM’s shares are due for a re-rating – investors will start to value IBM as an emerging software leader rather than a legacy hardware player. Like SAP...

TMT Predictions 2016 Part 2 – Global Thematic Research

2016-01-29
TMT Predictions 2016 Part 2 – Global Thematic Research Summary In Part II, it covers the second ten – virtual reality, wearable technology, autonomous vehicles, the Industrial Internet, software defined networks, adtech, 3D printing,...
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