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Tech Wars 2020 US vs China - Global Thematic Research

Tech Wars 2020 US vs China - Global Thematic Research

Summary

We see that the US’s technological lead over China is likely to widen by 2020, for these reasons:
Technology: US leads in each of the key next generation technologies that will shape the industrial world over the next ten years.
Culture: The US has a near perfect fusion of ideas, user bases, datasets, impetus, sales and marketing, product and ecosystems versus China.
Regulation: The Chinese Communist Party’s tight and tightening control of the Internet and the Cloud means that Chinese companies are trying to compete in up-market, high-technology products with one arm tied behind their backs.
Geopolitics: US political anger at alleged Chinese theft of US IP and concerns over national security as China expands its military and takes a tougher position over control of the South and East China Seas
Talent: China’s inability to reverse-engineer blueprints into leading edge products suggests a dearth of domestic talent in chip design, data science, systems integration, data centre management and software engineering.

Inside this report we look at the advanced technologies where US leads China .

Scope

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, GlobalData’s 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 GlobalData’s “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.