Digital Technology & TMT

Technology is becoming the core of everything we do; corporations are
looking for new ways to create productivity improvements, with digital
technology playing a pivotal role in helping employees to become more
effective in their primary roles both in and out of the office.

Our Approach, Key Rationale

One of the biggest headaches for many IT leaders is how to place more data at the edge of their networks, while keeping that data secure. 

Businesses increasingly demand more agile hybrid IT services and agile networking capability, and getting the user experience right is a critical part of business transformation.

Trends & Opportunities

FTTH

  • Europe’s recognition of the strategic importance of fast, reliable connectivity predates the pandemic and had been a focus area for more than a decade.
  • Steep climb in demand through lockdowns as working from home has skyrocketed.
  •  Fibre roll-out missions and programmes are extending further to less urban or rural regions.


Subseacable

The global market for Submarine Optical Fiber Cables, is projected to reach a revised size of US$30.8 Billion by 2026, growing at a CAGR of 14.3% over the analysis period. Increasing investments in offshore wind farms, increasing data traffic, and investments by OTT providers to suffice the requirements are the major factors driving the market.

Cybersecurity

Total investment into cybersecurity skyrocketed in the first half of 2021, more than doubling over the same period last year.

Categories like data security, incident response & threat intel, risk & compliance and network & infrastructure security have been the focus for us.

AI Robotics

It is expected that the global robotics market will climb from about $25 billion this year to between $160 billion and $260 billion by 2030, with industrial and logistics robot sales topping off at about $80 billion and market share for professional services robots hitting up to $170 billion.

Changing consumer preferences and social trends will accelerate the need for advanced robotics solutions.

Aerospace & Defense

Industry revenue in Global aerospace and defense (A&D) is expected start recovering in 2021 after a difficult year in 2020. The recovery will likely be different amongst the two sectors. The COVID-19 pandemic has affected the commercial aerospace sector significantly by leading to a dramatic reduction in passenger traffic, in turn affecting aircraft demand. Consequently, it is expected that the
commercial aerospace sector will recover slower, since travel demand will not return to pre–COVID-19 levels before 2024.

The defense sector remained stable in 2021. Countries haven’t decreased their defense budgets and have stayed committed to their military capabilities. Nevertheless, some defense programmes might have to deal with small cost increases and delays in schedule because of the disruption in the global supply chain.

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“We see potential in pre-IPO companies targeting highest optimal returns through finding ways to partner with new companies that are wellpositioned.”

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