If you are interested in a global perspective on the IT industry I recommend that you check out David Mitchell’s geosophical technologies blog. David is a VP at Ovum, but geosophical technologies is his personal blog.
One of the best aspects of this blog is that David just does not focus on the so-called BRIC countries (Brazil, Russia, India or China) or “Chindia,” that have been the focus of so much analyst commentary. Rather he looks at a number of other markets, including emerging economies, like Korea, Laos, Malaysia, Philippines, Thailand and Vietnam