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Thematic Analysis
NewApparel M&A Deals Q1 2024 – Top Themes – Thematic Intelligence
This report analyzes the disruptive themes that have driven M&A activity in Q1 2024 in the Apparel Sector
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Thematic Analysis
NewAerospace, Defense and Security M&A Deals Q1 2024 – Top Themes – Thematic Intelligence
This report analyzes the disruptive themes that have driven M&A activity in Q1 2024 in the Aerospace, Defense and Security Sector
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Thematic Analysis
NewEnvironmental Issues in Retail and Apparel – Thematic Intelligence
This reports outlines the key environmental issues impacting the retail and apparel sectors. It provides a global policy overview, an outline of retailers' net zero strategies, consumer attitudes towards sustainability, and key trends in the area. As the effects of climate change become increasingly prevalent, retailers will find themselves under growing pressure to boost their sustainability credentials, both on a regulatory front, as well as from consumers. As well as taking regulations into account, retailers have invested in initiatives such...
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Thematic Analysis
NewGlobal M&A Deals in Q1 2024 – Top Themes by Sector – Thematic intelligence
The global M&A market in Q1 2024 witnessed deals worth $613 billion, a rise of 38% compared to Q1 2024. In terms of deal volume, there was a 13% fall from 8,468 deals in Q1 2023 to 7,248 M&A deals in Q1 2024. The TMT sector led the M&A deal activity, with 2,163 deals worth $186 billion recorded in Q1 2024. Most sectors saw a year-on-year increase in deal activity in Q1 2024. Mega-deals (defined as any deal valued at...
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Macroeconomic Analysis
NewBelgium PESTLE Insights – A Macroeconomic Outlook Report
Financial intermediation, real estate, and business activities contributed 30.6% to the gross value added (GVA) in 2023, followed by mining, manufacturing, and utilities (17.8%) and wholesale, retail, and hotel activities (12.8%). In nominal terms, the three sectors are expected to grow by 3.8%, 3.0%, and 5.1%, respectively, in 2024. Three major cities in Belgium accounted for 43.7% of the country’s population and 52.9% of GDP in 2023, according to GlobalData.
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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
NewAdvertising Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Advertising has been caught up in the artificial intelligence (AI) frenzy and will be one of the industries most disrupted by AI. Generative AI is reshaping advertisers’ practices through tailored, effective ads and dynamic campaigns that evolve according to consumer response. As a result, the relationship between technology, artists, and brands paying for campaigns will profoundly change over the coming years. There is a real concern that advertisers will divert their money into AI-generated art rather than paying artists and...
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Thematic Analysis
NewComponent Makers Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The component makers sector continues to struggle in the face of some significant challenges. Demand is anemic in two major areas for components: smartphones and electric vehicles (EVs). Both areas require customer investment that is not forthcoming in the face of a credit crunch caused by interest rate rises. Marginal upgrades for mobile phones and EVs that are too expensive for most means limited demand. There is light at the end of the tunnel in the industrial sector, where demand...