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Macroeconomic Analysis
NewIndia PESTLE Insights – A Macroeconomic Outlook Report
Financial intermediation, real estate and business activities contributed 21.7% to the gross value added (GVA) in 2022, followed by mining, manufacturing and utilities (20.5%) and agriculture (18.4%). In nominal terms, the three sectors are forecast to grow by 14.2%, 11.8% and 10.7%, respectively, in 2023. Emerging cities such as Bangalore and Hyderabad are new drivers for economic growth, with a lower share of population compared to old metro-cities
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Thematic Analysis
NewMachine Learning in Oil and Gas – Thematic Intelligence
Machine learning is a rapidly growing field in the oil and gas industry and can potentially revolutionize how companies explore and produce oil and gas. It can be used to analyze seismic data, well logs, and other geologic data to identify potential oil and gas reservoirs. Machine learning algorithms are also capable of analyzing production data and identifying patterns that can be used to improve well performance. This can lead to increased production rates and reduced downtime. Besides, this analysis...
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Thematic Analysis
NewGenomics – Thematic Intelligence
Genomics Market Thematic Report Overview Genomics refers to the study of an entire set of DNA within an organism. This includes researching their molecular components, structures, and functions of genes, and developing technologies that map and edit sequences of DNA. Direct-to-consumer genetic testing (DTC-GT) has been a rapidly expanding market that continues to generate substantial amounts of revenue and public interest. The rapid growth of the market has historically been accompanied by regulatory limitations on the extent of consumer health...
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Thematic Analysis
NewAerospace, Defense and Security Industry Mergers and Acquisitions Deals by Top Themes in Q1 2023 – Thematic Intelligence
This report analyzes the disruptive themes that have driven M&A activity in Q1 2023 in the Aerospace, Defense and Security Sector.
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Thematic Analysis
New5G – Thematic Intelligence
5G Thematic Report Overview At the end of 2022, around 1.7 billion people had a 5G mobile subscription, accounting for more than 17% of total mobile subscriptions worldwide. Additionally, the figure is anticipated to increase significantly by 2027. There are signs that 5G is gaining traction, and enterprises are more willing to consider 5G as a primary access service. However, 5G still needs a compelling use case for the mass market. 5G has not yet taken off as many network...
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Thematic Analysis
NewMergers and Acquisitions Deals by Top Themes and Industries in Q1 2023 – Thematic Intelligence
The global M&A market in Q1 2023 witnessed deals worth $413 billion, a drop of 44% compared to the $744 billion deal value in Q1 2022. In terms of deal volume, there was a 23% fall from 10,003 deals in Q1 2022 to 7,738 M&A deals in Q1 2023. The TMT sector continued to dominate M&A deal activity, with 2,266 deals worth $107 billion recorded in Q1 2023. Most sectors saw a decline in deal activity in the quarter. Q1...
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Thematic Analysis
NewSemiconductors Sector Scorecard – Thematic Intelligence
Companies scoring strongly in the AI and geopolitics themes lead the thematic screen of GlobalData’s semiconductors sector scorecard. Indeed, artificial intelligence (AI), AI chips, geopolitics, and China impact jointly account for 50% of the weighting on the thematic screen, reflecting both the growing importance of AI in the technology industry and the impact of the ongoing US-China trade dispute.
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Thematic Analysis
NewAdvertising Sector Scorecard – Thematic Intelligence
Big Tech, notably Microsoft, Apple, Amazon, and Alphabet, dominate the thematic screen of GlobalData’s advertising sector scorecard. Thanks to their sophisticated AI systems, advanced advertising technology (adtech), and the wealth of data they possess, they are best placed to reap the benefits of disruptive themes like AI, gaming, and ecommerce. But these companies will also have regulators breathing down on their necks on several issues, from antitrust and data privacy to misinformation and online harm. For example, while top performers...
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Thematic Analysis
NewApplication Software Sector Scorecard – Thematic Intelligence
Companies scoring strongly in the artificial intelligence (AI), big data, and cloud computing themes lead the thematic screen of GlobalData’s application software sector scorecard. The thematic ranking is dominated by the US large cloud vendors (Microsoft, Amazon, and Alphabet), with analytics specialists (including Splunk, Dynatrace, Datadog, and Sumo Logic) and leading enterprise software companies (like IBM, SAP, and Infor) also performing well.
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Thematic Analysis
NewComponent Makers Sector Scorecard – Thematic Intelligence
Component makers face challenging times in 2023 as global economies struggle amid high inflationand climbing interest rates. Ongoing supply chain problems and chip shortages continue to compound the difficulties.
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Thematic Analysis
NewConsumer Electronics Sector Scorecard – Thematic Intelligence
Since mid-2022, the impacts of the COVID-19 pandemic on the consumer electronics industry have diminished substantially. With China abandoning its zero-COVID policy in December 2022, geopolitical tensions have supplanted COVID-19 as the great macroeconomic challenge facing consumer electronics companies. The Russia-Ukraine war has disrupted global supply chains and caused significant price inflation. The escalating trade war between the US and China increasingly determines what tech and which markets consumer electronics companies can access. Chinese companies, including Huawei, Baidu, ByteDance, and...
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Thematic Analysis
NewIndustrial Automation Sector Scorecard – Thematic Intelligence
Six of the top 10 companies in the thematic screen of GlobalData’s industrial automation sector scorecard score 5 out of 5 for the artificial intelligence (AI) theme: ABB, Siemens, Microsoft, General Electric (GE), Nvidia, and Alphabet. AI powers smart robotics to increase efficiency, allow devices to perform more sophisticated and unstructured tasks and enables predictive analytics. These capabilities are essential for companies to become leaders in this space and successfully navigate the current macroeconomic climate of labor shortages, supply chain...
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Thematic Analysis
NewIT Infrastructure Sector Scorecard – Thematic Intelligence
US-based companies dominate the thematic screen of GlobalData’s IT infrastructure sector scorecard. All of the top 10 companies in the thematic ranking are headquartered in the US, with Microsoft, Amazon, and Cisco leading the way. The highest-ranked non-US company is Lenovo in 14th place.
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Thematic Analysis
NewIT Services Sector Scorecard – Thematic Intelligence
Companies scoring strongly in the cloud, data analytics, and future of work themes lead the thematic screen of GlobalData’s IT services sector scorecard. The top positions in the thematic ranking are occupied by global IT services giants Accenture, IBM, and Infosys, closely followed by Capgemini and Tata Consultancy Services (TCS). Indian heritage vendors represent four of the top 10 vendors, suggesting they are successfully adapting their strategies to the long-term concern of a declining cost advantage versus their US and...
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Thematic Analysis
NewMusic, Film, and TV Sector Scorecard – Thematic Intelligence
Leadership on the thematic screen of GlobalData’s music, film, and TV sector scorecard is divided between US and Chinese companies. Five out of the top 10 positions are held by Chinese companies (Alibaba Pictures, Tencent Music, iQiyi, Tencent, and Bilibili), but US-based companies (Amazon, Netflix, Apple, and Walt Disney) occupy the top four positions, with Alphabet ranked sixth.
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Thematic Analysis
NewPublishing Sector Scorecard – Thematic Intelligence
The Generation Hashtag theme is included in the thematic screen of GlobalData’s publishing sector scorecard because publishing companies must attract younger demographics. Generation Hashtag is comprised of people born between 1991 and 2005. It is a crucial demographic for publishers as these consumers have growing economic and cultural clout.
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Thematic Analysis
NewSocial Media Sector Scorecard – Thematic Intelligence
Social media companies will soon be hit hard by new antitrust and online speech regulation. For example, the EU Digital Markets Act (DMA) imposes a list of prohibited behaviors on so-called gatekeepers, forcing them to review their business models. Gatekeepers are defined as digital platforms that provide an important gateway between business users and consumers. Their position can grant them the power to act as a private rule maker, thus creating a bottleneck in the digital economy.
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Thematic Analysis
NewTelecom Infrastructure Sector Scorecard – Thematic Intelligence
The thematic screen of GlobalData’s telecom infrastructure sector scorecard is led by global vendors able to score highly across all the key themes related to cloud computing (e.g., programmable infrastructure, edge computing, private networks), 5G, and artificial intelligence (AI). These include US network vendors Cisco and Juniper Networks, European radio access network (RAN) specialists Nokia and Ericsson, and innovative new entrants such as Rakuten, which is reaping the benefits of its acquisition of Open RAN vendor Altiostar. Intel has dropped...
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Thematic Analysis
NewTelecom Services Sector Scorecard – Thematic Intelligence
Spain’s Telefónica heads the thematic rankings in GlobalData’s telecom services sector scorecard, ahead of two US giants: AT&T and Verizon. All three companies have similar scores across the 10 themes that matter most to their sector, but Telefónica takes the top spot thanks to its superior score for the cloud theme. Cloud is a particularly important theme for the telecom services sector, with a weighting of 15% on GlobalData’s thematic screen.
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Thematic Analysis
NewTop 20 Oil and Gas Themes – Thematic Intelligence
Top 20 Oil and Gas Themes Thematic Intelligence Report Overview The top 20 oil & gas themes for 2023 are classified into four categories: industry, technology, ESG, and macroeconomic themes. The ESG themes will be pivotal for the oil and gas industry in 2023, as oil and gas companies pursue newer industry themes such as energy transition, renewable energy, hydrogen, carbon capture and storage (CCS), energy storage, and EV while managing traditional themes such as LNG, shale, and integrated refineries....
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