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Macro & Geopolitics

Our Macro service provides rigorous analyses of the most important macro events impacting the tech industry.

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Key Features

Macro Service

Identification of key trends across technology, economics, geopolitics and policy impacting the medium to long-term

Analysis of overall business, consumer and industry sentiment

Key drivers of current technology trends

What is included?

Macro Index

Quarterly report series capturing the environment and sentiment for the global technology industry, with a short-and-medium term forecast.

Tech Earnings Review

Quarterly report series split into separate sectors analyzing key drivers of the most recent earnings of Big Tech and neighbouring sectors.

China Macro Snapshot

Monthly report series covering the latest economic, policy, tech and company news in China affecting the global tech landscape.

Custom Reports

Periodic reports covering macro topics around specific verticals or regions, such as: US CHIPS Act, India Elections, China 'Two Sessions'.

Related Research

Become a Client

Our clients get immediate access to our global team of analysts,early access to special reports and round-the-clock support.

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Coverage Areas

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AI

Automotive_icon

Automotive

Consumer Electronics_icon

Consumer Electronics

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Display

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eSIM

IoT & cIoT_icon

IoT & cIoT

Location Platform_icon

Location Platform

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Macro & Geopolitics

Manufacturing_icon

Manufacturing

Networks & Infrastructure_icon

Networks & Infrastructure

Semiconductors_icon

Semiconductors

Smartphones_icon

Smartphones

Wearables_icon

Wearables