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  1. How Will China's Economy Overcome Its Covid Setbacks?

    How Will China's Economy Overcome Its Covid Setbacks?

    With top policymakers maintaining their original 2022 economic target, FAI (especially infrastructure) is likely to become the primary driver to stabilise economic growth. Fiscal policy will likely take the lead, supported by  possible special sovereign bonds on top of local special bonds set to complete issuance in June. Property relaxation will remain the policy focus.

  2. Enabling the "Net" in Net Zero

    Enabling the "Net" in Net Zero

    Demand for carbon offset credits will grow significantly in the coming years. A third of the world's 2,000 largest companies have made a net-zero or equivalent commitment, and 56% have an execution strategy; of those, nearly half plan to use offsets to help them meet climate goals. As global government policies continue to lag corporate commitments on climate actions, the demand for "high quality" carbon credits will inevitably grow. By most industry estimates, offset demand could reach 1 billion tonnes by 2030, >5x the 2021 level, driven by aviation, financial services and the energy sector.

  3. Inflation In India - What's Next?

    Inflation In India - What's Next?

    We find two distinct inflation impulses (defined as above seasonal MoM changes in the consumer price index, or CPI) behind the rise in India’s CPI inflation from 4.3% YoY in Sep-2021 to 7.8% in Apr-2022.

  4. Global Industrial Software Deep Dive with Cambashi industry experts

    Global Industrial Software Deep Dive with Cambashi industry experts

    Cambashi highlights three major exogenous macro trends that influence growth of the global manufacturing and engineering software market: (1) Global GDP evolution given risks post-Russia-Ukraine geopolitical situation and ongoing global supply chain challenges; (2) Demand for energy efficiency and push for energy independence; and (3) increasing ESG drive pushing for higher supply chain transparency and detailed design and build documentation. We also note autonomous driving as another market driver, especially for simulation software.

  5. Could Unmet Need in Insomnia Present an Opportunity for Digital Therapeutics?

    Could Unmet Need in Insomnia Present an Opportunity for Digital Therapeutics?

    Insomnia, a condition afflicting more than 30M Americans that KOLs generally prefer treating with CBT-I (CBT for insomnia) alone (to avoid the side effects of pharmacotherapy while also providing more durable benefit) is ripe for digital intervention. CBT-I is generally inaccessible to many insomniacs owing to a documented lack of specialists and other structural, physical, and behavioral barriers. DTx has the potential to overcome these barriers by delivering CBT-I digitally. Moreover, DTx may have several advantages from a patient perspective compared to traditional CBT-I, including increased scheduling flexibility, more discrete treatment, and enabling data-driven treatment iterations.

  6. Unicorns are enabling the new economy and disrupting the old

    Unicorns are enabling the new economy and disrupting the old

    We detail each company with unicorn status at the end of 2021 and the end markets in which they operate, looking at the disruptive factor they pose to incumbents. Moreover, we also provide more detailed profiles of 91 European unicorns, combining the public information available with the insights of our industry analysts to give an overview of their business models and the cumulative funding they have raised up to Q1 2022 and their competitive positioning.

  7. Unicorns are enabling the new economy and disrupting the old

    Are Discounters Overly Discounted by Investors?

    In our recent investor conversations, the Offprice sector is the most debated subsector in Softlines. Near-term industry data, read-throughs, and channel checks inflected several times through the first quarter, between periods suggesting improving trends, only to be followed by periods looking like low-income spending power constraints and reduced inventory availability, setting low-confidence expectations.

  8. Public Safety Multi-Year Tailwinds Ahead

    Public Safety Multi-Year Tailwinds Ahead

    With rising crime, increased scrutiny is falling on police response. Given recent impacts from heavily publicized events, staffing challenges at police departments, and increased public safety spending via state/municipal/federal sources, technology-enabled solutions have strong potential to improve public safety.

  9. Restaurants with No Fear of the Dark

    Restaurants with No Fear of the Dark

    Restaurants are looking to maximise profits by running operationally efficient kitchens and generating new revenue streams. Delivery-enabled profit maximising techniques and asset sweating struggle to cohabit alongside traditional kitchen operations.

  10. Market Dynamics Driving US Electric & Gas Utilities

    Market Dynamics Driving US Electric & Gas Utilities

    Inflation is expected to be a prominent theme for the group this year, as Utilities pass most costs through to customers, offering an inflationary hedge to investors. Monitoring customer bill inflation is vital in the current backdrop. Large-cap Utilities with multi-state jurisdictions and with exposure to commodities face less project risk than smaller regional peers.