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Thematic Analysis
Global M&A Deals in H1 2026 - Top Themes by Sector: Strategic Intelligence
If you want to understand the themes that drive an industry, simply look at the list of recent mergers and acquisitions (M&As). This report analyzes the disruptive themes that have driven M&A activity in H1 2026 across all sectors including materials, consumer, energy, financials, healthcare, industrials, technology, media & telecoms. The global M&A market in H1 2026 witnessed deals worth $1.7 trillion, a growth of 47% compared to H1 2025. Â The TMT sector led the M&A deal activity, with deals...
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Thematic Analysis
ESG Sentiment Polls Q2, 2026: Strategic Intelligence
This report is based on polls designed to help us understand the current sentiment of the business community toward ESG (environmental, social, and governance) themes.
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Thematic Analysis
Tech Sentiment Polls Q2, 2026: Strategic Intelligence
This report is based on polls designed to help us understand the current sentiment of the business community toward emerging and established technologies.
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Thematic Analysis
Space Mining: Strategic Intelligence
Space mining is moving from science fiction to strategic necessity. Rising extraction costs, environmental constraints, and high demand are making Earth’s resources less reliable, pushing governments and industry to prioritize research into space mining as a potential new resource frontier.
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Analyst Opinions
AI-designed Materials: Market Trends and Innovations
AI is reshaping materials development by allowing researchers to evaluate compositions, structures, properties, and processing conditions computationally before committing to physical synthesis. The report presents this as a shift from sequential trial-and-error toward connected workflows that combine materials data, predictive and generative models, physics-based simulation, laboratory testing, and production feedback across the full development lifecycle. The main value of AI lies in its ability to explore large design spaces, rank promising candidates, predict material behavior, and guide more informative experiments....
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Thematic Analysis
The Future of China Tech: Strategic Intelligence
The fierce competition in technology between the US and China was inevitable. China wants to be self-reliant on foundational software, semiconductors, quantum, and space technologies for both commercial and military purposes. The US has similar objectives and seeks to protect its dominant role in those technologies. Thus, fierce competition was always inevitable.
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Thematic Analysis
TMT M&A Deals H1 2026 - Top Themes: Strategic Intelligence
This report analyzes the disruptive themes that have driven M&A activity in H1 2026 in the TMT Sector.
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Thematic Analysis
Batteries in Power: Strategic Intelligence
Grid-scale battery energy storage systems (BESS) are emerging as a core piece of power-grid infrastructure as they make variable renewables, especially solar PV and wind, reliable and dispatchable. Battery storage cumulative installed capacity is likely to keep rising because power systems increasingly need fast, deployable flexibility. At the close of 2025, the battery energy storage market achieved a cumulative deployment of 224.8GW and is estimated to reach 1,300GW by 2030. China and the US are leading the global BESS market...
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Analyst Opinions
Space Compute: Market Trends and Innovations
Space compute is emerging as a response to the rapid growth of satellite-generated data and the limitations of transmitting all raw information to Earth for processing. By moving filtering, compression, analysis, and prioritisation onboard, satellites can reduce downlink requirements, deliver time-sensitive insights faster, and continue operating when communication with Earth is delayed or unavailable. This shift is transforming satellites from data-collection platforms into decision-support systems capable of identifying events, selecting relevant information, and supporting autonomous action. The space-compute ecosystem is...
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Thematic Analysis
Artificial Intelligence Executive Briefing (10th Edition): Strategic Intelligence
This executive briefing will help you understand the impact of artificial intelligence (AI) on your business. It covers generative, agentic, and physical AI, and the threats and opportunities they pose to every business. This edition has a particular focus on the token economy.
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