ENTITY
General Electric

General Electric (GE US)

221
Analysis
IndustrialsUnited States
General Electric Company is a globally diversified technology and financial services company. The Company's products and services include aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing, and industrial products.
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05 Dec 2016 21:39

2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities

Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...

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22 Nov 2016 01:59

MedTech as an Investment Theme

Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big...

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21 Nov 2016 15:45

Andrew on Tech: IOT Everywhere

The proliferation of IoT: With over 25% 5-year CAGR for IoT devices shipment and wafer foundry market but a very fragmented vendors list, we...

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Andrew Lu
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17 Nov 2016 20:52

Cybersecurity as an Investment Theme (Part 2)

By 2020, the global cybersecurity market is expected to be worth $170bn, up from $77bn in 2015. But the core issue is that companies need “better”...

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16 Nov 2016 22:04

Cybersecurity as an Investment Theme (Part 1)

The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn...

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