TMT Weekly special edition. eGaming

The authors of the content on this page from Sept 2012 to June 2017 are:
Market Commentaries: Gary Paulin, Ameet Patel, Paul Moran, Douglas Morton, Oliver Sherman, Ben Brownette, Rob Arnott, James Santo, Neil Campling
Research: Ameet Patel, Paul Moran, Douglas Morton, Oliver Sherman, Rob Arnott, Neil Campling

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Following strong performance (+38% since June) and dynamic changes in the underlying sector we have updated our thematic thoughts on eGaming. In addition we are launching the third version of our global eGaming basket. We continue to view the industry as taking advantage of technology deflation and the changes in media consumption, the rise in activities related to social media and the beneficiary of fast broadband connectivity. We explore the explosive growth in Asia, in mobile gaming, the real rise in the popularity of eSports and in the potential new applications of virtual reality and augmented reality.

For this, and more, read on.

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