First-day boom
Chinese technology IPOs have electrified investors this year.
The Daily Sketch by Robeco
It is said that a picture paints a thousand words. So, every weekday, the Robeco thematic investing team considers one of the many trends shaping markets and the world around us.
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Fragmentation
Until recently, cable television was the dominant force in US media.
In formation
In the not too distant past, most new companies would need to invest in their own computer servers even if they were not themselves targeting the technology industry.
Big spender
Highlighting the divergent paths of the current K-shaped economy ,the top 10% of US households by income spend in total than the bottom 40% according to data from Bank of America.
Bits versus borders
When the US government recently imposed export controls, restricting use of certain artificial intelligence models to US nationals, Anthropic responded by revoking all access to those models given the difficulty in administering compliance.
Independence day inflation
This past weekend, as the US marked the 250th anniversary of the signing of the Declaration of Independence, many celebrations were cancelled due to severe weather, and a power outage affecting nearly one million Americans.
Ecommerce gains
Amazon’s Prime Day has evolved from a promotional event into a barometer for consumer demand and ecommerce penetration in retail sales.
Margin trends
Corporate profitability for publicly traded companies has reached record levels.
Innovation gaps
Global R&D intensity is rising, but in an unevenly manner.
Go play outside
Social media bans for minors are gaining global momentum.