Category Archives: Rise of the New Middle Class

October Buy-the-Dip Trick or Treat?

October Buy-the-Dip Trick or Treat?

For months we have pointed out that US stocks have been outperforming the rest of the world and we warned that this earnings season would likely be a very bumpy ride as earnings would probably be decent, but guidance would not support the market’s multiples. Our concerns have proven warranted.

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Auto companies spur Africa’s new middle class

Auto companies spur Africa’s new middle class

When most people talk about rising disposable incomes, the knee-jerk reaction tends to be one that involves China or India. While those are natural reactions and are key drivers for our Rise of the New Middle-class investing theme, we are seeing the same begin to unfold in Africa as auto companies invest for what they […]

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Travel industry to record 2.4 billion international trips by 2030

Travel industry to record 2.4 billion international trips by 2030

A new report from Euro Monitor provides confirmation for prior forecasts calling from continued growth in international travel that is riding the tailwinds of our Rise of the New Middle Class investing theme. Beneficiaries span not just the airlines but also hotels and consumer goods companies as well. We can also see the influence of […]

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India’s rising middle-class to drive energy alternatives in the long run

India’s rising middle-class to drive energy alternatives in the long run

We have another confirming data point that India is poised to become one of the key economies when it comes to driving global growth. The underlying reason ties with the other data points that point to this – India’s expanding middle-class, which will spur demand for a variety of goods and service. And yes, India and […]

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98% Of Chinese Internet Users Are Mobile

98% Of Chinese Internet Users Are Mobile

The Rise of the New Middle Class investment theme that we cover at Tematica Research focuses on areas around the world where rising disposable incomes are driving demand for a host of products and services. While their absolute level of wealth will remain quite low compared with that of consumers in developed countries, this group […]

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Making thematic sense of the July Retail Sales report

Making thematic sense of the July Retail Sales report

We saw many confirming data points for Amazon, Costco Wholesale, Habit Restaurant and McCormick & Co. shares in the July Retail Sales report as well as in Walmart’s stellar July quarter results.

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Ikea open for the growing middle-class in India

Ikea open for the growing middle-class in India

We can now add Ikea to the throes of companies that are targeting the growing middle-class in India. We’ve acknowledged for some time that market in India is one of the drivers behind our Rise of the New Middle Class investing theme, and the latest data from the International Monetary Fund finds India to be the […]

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