by Patrick Fearon-Hernandez, CFA | PDF

For decades now, the post-industrial “information age” has been a key topic of interest for economists, business leaders, financial managers, and investors.  All have come to appreciate the implications of silicon-based semiconductors and the opportunities they create for mass data management, storage, communications, and analytics.  In recent years, data has also become a major concern for governments.  In Part I of this report, we discuss why political leaders are now paying closer attention to the control of data and information, and what that means for geopolitics.  In Part II next week, we will show how governmental control over data and information is playing out in China, in particular, and conclude with the ramifications for investors going forward.

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