New Global Middle Class and Digital Lifestyle Converge at Walgreens 

New Global Middle Class and Digital Lifestyle Converge at Walgreens 

A few days ago we ran across a story that probably didn’t make headlines in too many places. Here at Tematica, however, it was quickly shared with the team because it perfectly depicts the coming together of two of our investment themes: The New Global Middle Class and the Digital Lifestyle. Here is part of […]

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China and India dominate mobile payments, not the U.S.

China and India dominate mobile payments, not the U.S.

Historically speaking, the adoption of new technology has been West to East, but when it comes to mobile payments the East is clearly leading the West. This has profound implications for potential winners in the push away from cash, checks and even debit and credit card swipes that is part of our Cashless Consumption investing […]

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Alibaba teams with First Data to bring Alipay to the US

Alibaba teams with First Data to bring Alipay to the US

  Alipay, a third-party mobile and online payment platform developed by Alibaba (BABA), is  teaming with First Data Corp. (FDC) tells that not only is our Cashless Consumption theme heating up in general, but the greater adoption of Cashless Consumption products and services outside the US likely means more international players than many a U.S. centric […]

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