INTRODUCTION 3
Theme map 3
Sector performance 4
Company performance 4
THEMES 5
Technology themes 5
Macro-economic themes 9
Regulatory themes 11
SECTOR SCORECARD: SOCIAL MEDIA 14
Who’s who 14
Thematic screen 15
Valuation screen 16
Risk screen 17
APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY 18