bullish
TPW Advisory August Monthly: An Ode To Competition
SUMMARY
- We view AI’s emergence coupled with the acceleration of EV adoption as suggesting two firsts – the first competition of the Tri Polar World (TPW) and the first competition of the AI age.
- Both suggest those regions able to integrate semi and EV supply chains at speed will be the winners.
- All three TPW poles (Europe, Asia & the Americas) are highly motivated to compete, arguably there is no future without success and so we foresee a public – private investment period akin to the post WW 2 rebuild of Europe & Asia but focused on Climate & AI – a perspective which underpins our positive LT global growth outlook. See Chart 20.
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