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Thematic Analysis
Leaders and laggards in Global TMT – Global Thematic Research
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. Under Shinzō Abe’s leadership, Japanese business is starting to develop a ‘risk-on’, technologically innovative culture. Key industries of the future for Japan could be robotics, precision components, smart electric vehicles , high performance computing, consumer electronics, video games, ecommerce and social media. Japan’s leading companies in many of these...
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Thematic Analysis
Advertising Sector Scorecard – Global Thematic Research
Technology themes: artificial intelligence, voice, ad fraud, ad blocking, ad effectiveness, video ads, programmatic ad buying, ecommerce, virtual & augmented reality, social influencers and Internet TV. Regulatory themes: net neutrality, data privacy, Brexit, tax avoidance, copyright and various regulatory edicts across the world. Macro-economic themes: Generation Hashtag, fake news, unsavoury content and M&A. This report looks at key investment themes which could impact the advertising sector and identifying winners and losers