Category Archives: Rise & Fall of the Middle Class

eMarketer says the emerging markets lag in internet access, we say wait for the leapfrog

eMarketer says the emerging markets lag in internet access, we say wait for the leapfrog

This latest report from eMarketer serves to inform over the disparity between internet access in the developed and developing economies, but we see it more as confirming our Rise of the New Middle Class investing theme. Moreover, odds are these developing economies will leap frog the developed ones in terms of new, Disruptive Technology adoption. […]

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American brands are heading where the middle class is growing

American brands are heading where the middle class is growing

Plain and simple, we are seeing more American retail and brand companies from Starbucks to Walmart tie their growth prospects to the rising middle class in Asia, and China in particular. We here at Tematica are not surprised given prospects for discretionary spending to be had compared to here in the US where debt service […]

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What does Vietnam’s growing middle class want? Air conditioning and electricity 

What does Vietnam’s growing middle class want? Air conditioning and electricity 

In the developed economies we tend to take a number of things for granted including ready access to food, water, infrastructure, and technology to name just a few. We can add another item to the list – air conditioning, and its one that is seeing growing demand in Vietnam in particular and Asia overall due […]

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Hyatt Hotels looks to capitalize on Asia’s rising middle class

Hyatt Hotels looks to capitalize on Asia’s rising middle class

One of the central tennants of our thematic lens is that changing landscapes in economics, demographics, psychographics, and technology impact business models, creating opportunities and risks. Investors should focus on those companies that pivot their businesses to capitalize on those opportunties, and we’re seeing Hyatt Hotels and its lodging competitors as they captialize on our […]

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China’s rising middle class is re-shaping the cruise industry

China’s rising middle class is re-shaping the cruise industry

Confirmation of our investment themes can come from a variety of places, including CEO interviews and how we love it when they do just that. The cruise industry is benefitting from several thematic tailwinds, including the Aging Population as well as Affordable Luxury, but it’s the push-pull inside our Rise & Fall of the Middle […]

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Many Americans Still Lack Retirement Savings 

Many Americans Still Lack Retirement Savings 

A Venn diagram overlay on our Aging of the Population and Rise & Fall of the Middle Class reveals a looming squeeze of the undersaved aging population. We’ve written quite a bit here about the low percentage of Americans that have socked away monies pre- and post-tax into retirement accounts and even emergency fund or “rainy […]

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The Rise of the New Middle-Class theme lets India air traffic take off and much more

Month to month economic and industry data can fluctuate, which is why we look at the data over a longer term. While passenger air traffic spiked in February, we see the annual growth rate of more than 20% over the last several years reflecting the growing economy and rising disposable income that are drivers of our […]

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Subscription service comes to Volvo’s cars, but how serious is it?

2017 has been a year for subscription services ranging from razor blades, underwear, bacon and smartphones. Now we’re seeing it expand into upper-end cars with Volvo. While this is an interesting twist and includes insurance as well as maintenance, the monthly price point boxes out those in our Cash-Strapped Consumer and most in the Rise […]

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Lord & Taylor teams with Walmart to drive digital commerce sales

Lord & Taylor teams with Walmart to drive digital commerce sales

It’s starting to accelerate, the shift to digital commerce from brick & mortar that is part of our Connected Society investing theme, and it’s giving way to some interesting partnerships and business models. In this case, it’s Walmart, traditionally a retailer that meshes with our Cash-Strapped Consumer investing theme, partnering with Lord & Taylor, a retailer […]

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