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Thematic Analysis
NewESG (Environmental, Social and Governance) Sentiment Polls Q1 2024 – Thematic Intelligence
ESG (Environmental, Social and Governance) Sentiment Polls Q1 2024 Thematic Report Overview The ESG (Environmental, Social and Governance) sentiment analysis is based on polls designed to help us understand the business community's current sentiment toward ESG (environmental, social, and governance) themes. This is because companies are feeling the pressure to set up ESG performance plans to appeal to consumers and investors. Pressure from the government drives the creation of ESG strategies as well. Governments worldwide are attempting to encourage firms...
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Thematic Analysis
NewApplication Software Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring well in the artificial intelligence (AI), big data, and cloud computing-related themes lead the thematic screen of GlobalData’s application software sector scorecard. This screen is dominated by the large US cloud vendors (Microsoft, Amazon, and Alphabet), but also includes leading enterprise software companies such as IBM, SAP, and Infor, as well as Apple. There have been minor score changes for companies such as Broadcom, OpenText, and Software AG due to their divestitures following recent acquisitions.
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Thematic Analysis
NewTelecom Services Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The thematic screen of GlobalData’s telecom services sector scorecard has shown little sign of change in the first quarter of 2024. The top 10 is the same as it was in Q4 2023, with Telefónica in the top spot ahead of Orange and SK Telecom. Rounding out the top 10 are two US companies (Verizon and AT&T), two European companies (Deutsche Telekom and BT), two Middle Eastern companies (E& and Saudi Telecom), and one Japanese company (NTT).
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Thematic Analysis
NewIT Services Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring well in the cloud, data analytics, and future of work themes lead the thematic screen of GlobalData’s IT services sector scorecard. This is dominated by the global IT services giants Accenture, IBM, and Infosys, closely followed by Capgemini and Tata Consultancy Services (TCS). Indian heritage vendors occupy half of the top 10 vendor positions, suggesting they are successfully adapting their strategies to the long-term concern of a declining cost advantage versus their US and European peers.
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Thematic Analysis
NewTelecom Infrastructure Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The thematic screen of GlobalData’s telecom infrastructure sector scorecard is led by global vendors that score well in the themes related to cloud computing (e.g., programmable infrastructure, edge computing, private networks), 5G, and artificial intelligence (AI). The leaders include US network vendor Cisco, European radio access network (RAN) specialists Nokia and Ericsson, and innovative new entrants such as Mavenir and Rakuten, which is reaping the benefits of acquiring Open RAN vendor Altiostar.
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Sector Analysis
NewESG State of Play and Telco Approaches
ESG State of Play and Telco Approaches Report Overview Major tech and telecom companies have a stated commitment to ESG, but their goals, delivery, and reporting can vary substantially. TMT companies are among the key players in the race to net zero. They are not only reducing their carbon footprint, but also enabling others to decarbonize by offering solutions for resource optimization, productivity enhancement, and innovation support. Many telecom operators are publishing sustainability reports which have substantial detail on areas...
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Government & Regulation
NewCanada Mining Fiscal Landscape – Regulations Governance and Sustainability
GlobalData's " Canada's Mining Fiscal Landscape Regulations Governance and Sustainability (2024)" provides a comprehensive coverage on Canada's mining fiscal regime. The report provides country's overview with macroeconomic performance, corruption index, Mineral sector capital expenditure and mineral overview. It also provides a comprehensive coverage on the country’s mining regulatory bodies, laws, mining leases and licenses, as well as taxes and royalties. The report further provides Canada's sustainable mining practices covering its climate targets Canada is one of the largest mineral producers...
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Thematic Analysis
Wealth Management Sector Scorecard – Thematic Intelligence
Wealth Management Sector Scorecard Thematic Intelligence Report Overview The wealth management sector must continuously invest in key themes to capture more market share. Digital investment platforms with the infusion of emerging technologies, such as artificial intelligence (AI) and machine learning, can offer customers efficient personalized services. This will not only help players retain customers but also gain a competitive advantage. Environmental, social, and governance (ESG) services remain a key theme in the wealth space, accelerated due to the pandemic. Wealth...