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TMT Predictions 2016 Part 2 - Global Thematic Research

  • Published Date: 29 Jan 2016
  • Number of Pages: 14
  • Category: Technology
  • Country: Global
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.


- This report is part of our ecosystem of thematic investment research reports, supported by our thematic engine.
- About our Thematic Research Ecosystem
- GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalDatas thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalDatas thematic engine help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Reasons to buy

- Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
- Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
- Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
- Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.
Publisher Name : GlobalData


TMT Predictions 2018 Part 1-3 - Thematic Research For 2018, the big tech themes are: machine learning, voice, data centres, cybersecurity, virtual & augmented reality, blockchain, cryptocurrencies, Internet TV, cloud computing,

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Voice - The next computing platform - Global Thematic Research Many of us will be talking increasingly to machines. Products such as smartphones, in-car infotainment systems, biometric ID systems, home speakers,

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A.I. (Vol. III): Machine Learning - Global Thematic Research Machine learning is an artificial intelligence (AI) technology which allows machines to learn by using algorithms to interpret data from connected things

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