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What could Europe’s green subsidy plan look like?
With the European Green Deal announced in 2019, Europe was the first to declare its ambition to be a climate-neutral continent. COVID-19 and the complexities of European green subsidies meant that considerable funds are still to be deployed. In the meantime, the US Inflation Reduction Act (announced in July 2022) has received significant attention owing to the simplicity of the mechanism and the potential for a more favourable policy to attract investment into the country. This policy move has prompted the European Commission to respond with the proposed Green Deal Industrial Plan (“GDIP”) to mobilise various forms of state aid for the green transition.
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ChatGPT and Generative AI: What Are the Implications of This Technology?
OpenAI’s ChatGPT is reported to have seen growth rates that suggest it is the fastest-growing tool/app in history, registering 100 million users by January 2023 after its launch in November 2022. Our global research report is focused on ChatGPT, adjacent AI use cases that may emerge by industry/sector, the AI hardware supply chain that will scale it, and finally the companies that are most likely to benefit on the back of sharply increasing AI model deployments.
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How Will Recent Changes in US and EU Energy Policies Affect the European Utility Sector
The ongoing impact of the EU energy crisis has decreased demand for natural gas and doubled LNG imports. The electricity sector will need to increase renewable generation, as it remains a source of funds/taxes for governments to subsidize consumers' energy bills. While the US is expected to see an acceleration of its renewable spending from Q2 2023, Europe's roadmap should become more explicit in H2 2023.
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Will sporting goods fragmentation continue if major brands pivot back to wholesale?
The major brands have been pushing into direct-to-consumer (DTC) channels for the past 5+ years, giving deeper customer relationships and higher margin routes to market. However, this has opened the door to smaller brands in wholesale channels and the fragmentation of demand is resulting in some heritage brands losing share and having to accept lower margins in some markets (notably China).
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Is Korea's Battery Industry Ready for Another Leap?
Investors interested in the technology of electric vehicles and the potential investment opportunities associated with them may benefit from a review of Korea's leading battery manufacturers. The battery cells produced by Korea's Top 3 manufacturers have advanced battery density/cost efficiency/flexibility in new form factors. They also have made preemptive efforts on vertical integration in crucial minerals/battery materials sourcing for cost control, are well-prepared in battery capacity, and have strong relationships with US-based Original Equipment Manufacturers (OEM). The US Inflation Reduction Act (IRA) could positively impact Korean battery cell producers through subsidies/credits, but there are still uncertainties about the bill.
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Are UK Retail Inflationary Pressures Finally Under Control?
Holiday trading across most of our coverage has been strong, given the non-discretionary nature of the first uninterrupted holiday since 2019. We expect this to have been funded by a sharp rise in unsecured credit in December 2022.
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Understanding BioFuels – Promises and Pitfalls
Second-generation biofuels are the poster-child products of the circular economy. Biorefineries offer efficient utilization of biomass, represent a low-carbon transportation fuel solution by reducing greenhouse gas (GHG) footprint by up to 90% versus fossil fuels, and help tackle the challenge of reducing our dependence on fossil fuels.
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Has ASEAN-6 Internet Sector Reached an Inflection Point?
New-economy companies' focus on profitability added to top-line growth pressure in 2022 besides offline economy reopening. We remain positive on the ASEAN-6 e-commerce growth potential, as market penetration remains low at 12% (as of 2022E).
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Canadian Commodities Complex and Outlook into 2023
With the growing prominence of de-globalization, balkanization, and more narrowly focused economic arrangement themes, that potential resource base within one’s borders looks to become more important versus reliance on imports, especially from countries outside alliances and trade blocks. These dynamics augur well at a time when parts of the Canadian housing market are decelerating and questions exist for mortgage origination levels along with related dynamics.
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The Path to 4.0
The dive into the Industrial technology showcased an important aspect—the wave of automation and digitalization is reaching small and medium-sized businesses (SMBs). Driven by the labor shortage, automation has become more urgent among industrial SMBs, and payback from labor-saving projects can be compelling; we found specific examples in which return of investment was less than one year.
