7 May, 2019 image
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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...

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23 Nov, 2018 image
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In the face of an AI trade war, it’s the tailwinds that matter most

It wasn’t long ago that artificial intelligence was considered a futuristic pipe dream. Novels, films, and television shows have been serving up images of an AI-driven world for decades. Fiction authors like Neal Stephenson and Isaac Asimov painted a picture of a world in which whoever controlled technology and AI controlled the world—including the resources and, more importantly, the people. I have to wonder if Stephenson or Asimov had any inkling how accurate their visions would be—or ho...

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13 Jul, 2018 image
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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. But robotics, automation, and AI—or RAAI—is notorious for breaking the rules. And whe...

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