The Industrial IoT platform wars continue

If you follow the evolution of industrial IoT, September started with two significant M&A transactions – MunichRe bought Relayr and Nemetschek SE acquired MCS, a leading IoT platform for building management.

Over the past 2 years I have evaluated over 50 such platforms and over 200 analytics companies – and have been exposed to many more. For our clients, we have prepared a detailed overview of the market, its value chain, and vertical specific market maps.

These two transactions represent an acceleration of the consolidation of the industrial IoT platform and analytics landscape. Read the full article here.

India: Market Update January 2017

Prime Minister Modi’s immediate political stance relies on the clinical execution of the demonetisation programme. His 2014 campaign was built on a platform of delivering economic growth and stamping down on corruption. We now know that the five state elections are due to commence just a week after the national budget which has now been brought forward to 1 February. These elections across key states such as Uttar Pradesh will take place simultaneously with the results announced in mid-March.

2017 will be dominated by implementation, economic growth, local elections and of course, Donald Trump. His impact on India is yet to become clear but we believe India will remain a core focus of the US. The Indian stock market has taken some pain following Trump’s election victory as well as demonetisation, resulting in more attractive valuations.

Prime Minister Modi’s immediate political stance relies on the clinical execution of the demonetisation programme. His 2014 campaign was built on a platform of delivering economic growth and stamping down on corruption. We now know that the five state elections are due to commence just a week after the national budget which has now been brought forward to 1 February. These elections across key states such as Uttar Pradesh will take place simultaneously with the results announced in mid-March.

2017 will be dominated by implementation, economic growth, local elections and of course, Donald Trump. His impact on India is yet to become clear but we believe India will remain a core focus of the US. The Indian stock market has taken some pain following Trump’s election victory as well as demonetisation, resulting in more attractive valuations.

India: Market Update Nov 2016

Prime Minister Modi’s immediate political stance relies on the clinical execution of the demonetisation programme. His 2014 campaign was built on a platform of delivering economic growth and stamping down on corruption. We now know that the five state elections are due to commence just a week after the national budget which has now been brought forward to 1 February. These elections across key states such as Uttar Pradesh will take place simultaneously with the results announced in mid-March.

2017 will be dominated by implementation, economic growth, local elections and of course, Donald Trump. His impact on India is yet to become clear but we believe India will remain a core focus of the US. The Indian stock market has taken some pain following Trump’s election victory as well as demonetisation, resulting in more attractive valuations.