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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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Case Studies
Success Case Study: Pringles Tortilla Chips; Leveraging a strong brand with cross-category innovation
The tortilla chips segment in the UK is relatively small because consumers perceive them to be bland and dull due to a lack of manufacturer innovation and experimentation. British consumers are increasingly seeking out more novel and interesting snacks as a means to treat themselves with uncompromised moments of indulgence. As such, product hybridizations and cross-category innovation are appealing to these consumers.
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Thematic Analysis
TMT Predictions 2016 Part 2 – Global Thematic Research
In Part II, it covers the second ten – virtual reality, wearable technology, autonomous vehicles, the Industrial Internet, software defined networks, adtech, 3D printing, robotics, Generation Hashtag and regulation. Inside this report we look at the most important investment themes for 2017 and identifies winners and losers.