The European businesses facing tech disruption

The constant requirements for progressive digitisation are presenting great opportunities for IT-focused businesses.

Europe has an abundance of IT service companies enjoying strong growth on attractive valuations. Many of these companies are small and mid-sized, so there is the added attraction of potential consolidation. Organisations must adapt to the changing environment of communication, marketing, order fulfilment and resource planning. These IT service businesses are the conduit through which these changes can be effected, and at current valuations, they are attractive investments. JPMAM's Ward on how Europe is being impacted by the global trade storm The semiconductor industry is notorious...