-
Thematic Analysis
Tech and Media Trends 2018 – Global Thematic Research
The mega-themes that will drive earnings in the global tech and media sectors over the next 12 to 24 months are: artificial intelligence, the Cloud, internet of things, digital media, fintech, advanced manufacturing, macroeconomic issues and regulation. This Global Tech and Media Trends Report 2018 attempts to give readers a comprehensive outlook for the top 600 companies in the space over the next two years. Inside this report, we look at the key trends that will impact the technology and...
-
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....
-
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.
-
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...
-
Thematic Analysis
TMT Predictions 2017 – Global Thematic Research
The big themes for 2017, in order of importance for investors, are artificial intelligence (AI), cybersecurity, voice, virtual reality, Cloud computing, the Internet of Things , Blockchain, MedTech, robotics, Internet TV, the Splinternet, Generation #Hashtag, regulation, 3D printing, quantum computing and M&A. This report pulls together the most important tech investment themes for 2017 and identifies “winners” and “losers” within each theme.
-
Analyst Opinions
Top Trends in Alcoholic Drinks 2017: Balancing Novelty and Experience Alongside Growing Health Concerns
"Top Trends in Alcoholic Drinks 2017", covers key trends to watch within the alcoholic drinks sector, drawing upon GlobalData's TrendSights framework, insight analysis, innovation intelligence, and product examples. The alcoholic drinks sector represents a highly dynamic space for growth as consumers’ quest for experimentation continues to evolve. Overarching themes include growing demand for more low/no-alcohol and low-calorie products, the “craft” movement, and the influence of ethics, sustainability, and novelty factors within the industry.
-
Sector Analysis
Consumer and Market Insights: Spirits in Czech Republic
The Czech Republican Spirits Market is forecast to register high growth during 2015-2020 supported by the growing economy and rising disposable income of the consumers. The Spirits market is being led by the Liqueurs category in value terms while the Vodka category is expected to register fastest value growth during 2015-2020. The Czech consumers prefer value for money products in the Spirits market. Stock Spirits Group and Pernod Ricard S.A. are the leading market players in the country.
-
Sector Analysis
Consumer and Market Insights: Spirits in Romania
The Spirits market in Romania is led by the Brandy category, both in terms of value and volume in 2015. The Liqueurs category is forecast to register fastest growth among all categories during 2015-2020. Hypermarkets & Supermarkets is the leading distribution channel in Russia’s Spirits market. Glass is the only packaging material that is used in the Romanian Spirits market.
-
Sector Analysis
Consumer and Market Insights: Spirits Market in Romania
Robust domestic demand supported by overall growth in GDP will create opportunities in Romanian Spirits market during 2015-2019. Liqueurs will be the fastest growing category in both value and volume terms during 2015-2019. The Spirits market in Romania is led by Bacardi, Diageo Plc and Pernod Ricard S.A. Synopsis The Spirits market in Romania will register higher growth both in value and volume terms during 2015-2019 compared to 2010-2015 The Liqueurs category will register the fastest growth at a CAGR...
-
Sector Analysis
OTT Video in Europe: Focus on Domestic Content and Local Languages to Boost Take Up of Services.
With increasing popularity of OTT services, an increasing number of mobile operators, pay-tv providers, broadcasters and media companies are expanding into the OTT arena either by partnering with OTT players or by launching their own OTT services. Most European markets provide indeed a suitable environment for OTT video growth, offering high broadband and pay-tv penetrations and high average connection speeds. In Western Europe, SVoD is gaining traction while AVoD dominates the OTT video market in Central and Eastern Europe. Examples...