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Sector Analysis
Big data and analytics - Telco strategies, investments & use cases
As the volume of data being created has grown exponentially in the past decade new technologies have emerged and been embraced by organizations in all industry sectors for a number of use cases. The amount of data being generated in the telecoms sector is colossal and there is a clear opportunity for communications service providers (CSPs) to analyze this data themselves and also, subject to legal and regulatory conductions, to sell it to other organizations. Telecoms operators are embracing big...
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Sector Analysis
UAE: Operator Investments in Fiber, 4G and 5G Technologies to Support Data Revenue Growth
The telecommunications market in the UAE will grow at a CAGR of 3.7% over 2016-2021, driven by the growth in the fixed and mobile data segments. Mobile data and fixed broadband revenue will grow, owing to the increasing adoption of 4G networks and fiber-optic technology. Fixed VoIP will be the fastest-growing segment aided by the growing adoption of triple-play services. Operators should focus on further diversifying their service portfolios by offering multiplay services to the residential segment and targeting M2M/IoT...
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Thematic Analysis
Trump and Tech - Global Thematic Research
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology companies: Taxation: Most US tech companies will benefit from lower tax rates, but some – like Amazon – may be aggressively pursued for tax avoidance. Trade tariffs: Import tariffs on Chinese goods will hit technology companies – like Apple, Cisco and HP – who design in the US but manufacture in China. US-based manufacturers like Intel will benefit....
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Thematic Analysis
Cyber Security - Global Thematic Research
The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn cyber-attack aptly illustrated – to send “rogue code” deep into the Internet's engine room to create mayhem. Cybersecurity is critical to almost every business. Yet it is a non-core competence for most boards. The frequency of high profile corporate data breaches may accelerate because CEOs are not sufficiently trained in cyber risks. Almost every...
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Thematic Analysis
Samsung Electronics - risk assessment - Global Thematic Research
Less than eight weeks after going on sale, Samsung has shut down production of its flagship smartphone, the Galaxy Note 7. This followed two failed product recalls involving batteries that spontaneously combusted. In the aftermath of this public relations disaster, we change our company rating on Samsung from leader to vulnerability. Inside this report, we will look at the risk factors of Samsung Electronics.
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Consumer Insights
ICT investment trends in the Middle East
The sharp fall of global oil prices hit the major revenue generation source for the Middle East, forcing the Gulf countries to reform their economies so as to weather further decline of the economic condition. While the oil prices are slowly becoming dearer, the Middle Eastern economy is gaining a bullish outlook as reflected by the ICT budget.
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Analyst Opinions
ICT investment trends in Colombia
The Colombian economy is experiencing slow growth, amidst low commodity oil prices and weakening currency. Consequently, enterprises are exercising caution in investing their ICT budget in this ambivalent market environment. Low oil prices and dwindling currency rates continue to have an adverse effect on the Colombian economy, considerably affecting investments in the country
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Analyst Opinions
ICT investment trends in Vietnam
Prolonged drought and low commodity prices have adversely affected the Vietnamese economy resulting in the decrease in economic growth in the first half of 2016. However, Vietnamese enterprises are planning to increase their investments in the ICT domain in 2016 compared to 2015. Facing one of the worst droughts in over a century, Vietnamese economic growth stalled in the first half of 2016 and witnessed a reduction when compared to last year
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Analyst Opinions
ICT investment trends in Poland
Being one of the strongest member countries of the European Union, Poland is looking to join the G-20 league by 2022. Driven by this goal, Poland is investing actively in various domains including technology. After having recovered relatively faster from the economic slump, Poland has been attracting a surfeit of foreign investment which, along with EU funds, is steering the country towards a new direction in sector development
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Analyst Opinions
ICT investment trends in insurance
While providers intend to make some or significant IT investments across all insurance business functions through 2016, vendors need to respond to this in relation to the current market dynamics across the sector. More providers invested in modernizing their core systems such as policy administration and claims processing in order to improve infrastructure and policy service, as well as to achieve efficiency and lay the groundwork for growth and investment in new digital technologies
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