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'.