insights into the world of Innovation

A roundup for investors

3 Jul, 2019

China’s rise to AI dominance: from threat to opportunity

If you tuned in to the first round of the Democratic primary candidate debates, you know that one of the hottest topics in Miami was China. It came as no surprise. Trump’s tariff wars have put the spotlight on China—a country that is now viewed by many as the biggest external threat to the US today. Not only does China pose economic and military threats to the US, but its aggressive initiative to become the world leader in AI is working.

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7 May, 2019

New tariff threat offers robotics & AI exposure at a discount

The markets are jittering again as US-China trade negotiations enter the final stretch. Just days ahead of a scheduled visit of China’s trade team to Washington, President Trump renewed his threat to ramp up tariffs on $200B of Chinese imports from 10% to 25%. The news hit stocks hard on Monday and Tuesday—especially robotics and automation companies. At ROBO Global, we believe that such a pullback presents investors with a rare opportunity to increase exposure to robotics, automation and AI companies at discounted prices.

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8 Mar, 2019

Spotlight on Asia: A conversation with Morten Paulsen

By Jeremie Capron, Head of Research, ROBO Global

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13 Jul, 2018

In today’s trade war, robotics, automation, and AI may be the only winners

You’ve heard it over and over again: No one wins in a trade war. As the trade war between the US and China continues to escalate, the tariffs and barriers on imported products threaten to slow business activity, create supply chain friction, and dampen international trade—not only between the two countries themselves, but around the globe. So, in a general sense, it’s true. No one wins a trade war.

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21 Jun, 2018

Advisor Insights: The robotics market is still booming

At the 2018 Automatica Fair in Munich, the International Federation for Robotics (IFR) presented a preview of the annual sales statistics for the robotics sector at the CEO roundtable. The final statistics will be published by IFR in cooperation with VDMA in October.

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22 Sep, 2017


China is on a mission to change its reputation from a manufacturer of cheap, mass-produced goods to a world leader in high-quality quality manufacturing. If that surprises you, you’re not the only one.

For decades, China has been synonymous with the word cheap. But times are changing, and much of that change is reliant on the adoption of robotics, automation, and artificial intelligence, or RAAI (pronounced “ray”). For investors, this shift is driving a major opportunity to capture growth and returns rooted in China’s rapidly increasing demand for RAAI technologies.

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