Technology

The technology sector leads the business cycle, providing the initial market pickup while other sectors are in early recovery. Our techonology coverage includes industries such as telecommunication, computing, consumer electronics, pharmaceutical, medical devices, chemicals, high-tech manufacturing, software and other R&D-focused industries.

Companies in the technology sector may face vastly varying degrees of competition depending on their particular business, and such competitive dynamic drives margins fo the players. Therefore, our research starts with a view on each company's position in the value chain of the industry. We also look at the company's R&D efforts compared to peers to identify future growth potentials.