Obesity, diabetes rises Africa thanks to fast food. — Quartz

Obesity, diabetes rises Africa thanks to fast food. — Quartz

As the incomes have risen in emerging economies, quick service restaurants ranging from KFC and Pizza Hut at Yum Brands to McDonald’s, and Burger King among others have looked to capitalize on this. What this means is our Fattening of the Population theme is global in nature and is expanding past China into India and […]

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Volvo’s switch toward electric vehicles to will start in China

Volvo’s switch toward electric vehicles to will start in China

We expected the playing field in electric vehicles to become more competitive as a growing number of manufacturers looked to challenge Tesla (TSLA). Given the Rising Middle-Class and level of pollution in China — according to the Chinese Ministry of Health, industrial pollution has made cancer China’s leading cause of death — we are not […]

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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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Tencent set to Stream 2017, 2018 and 2019 NFL games in China

Tencent set to Stream 2017, 2018 and 2019 NFL games in China

We’re not only seeing a blurring of our Content is King and Connected Society investing themes here in the U.S., we’re seeing in China as well in a deal between Tencent and the NFL. Live news and sports were two of the holdouts in streaming content, but with Google (GOOGL) adding streaming news to YouTube; […]

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Like those dumplings? A robot  may have made them

Like those dumplings? A robot  may have made them

We continue to hear more and more about one aspect of our Disruptive Technology theme taking jobs. Yes, we’re talking about the growing use of robots as companies look to reduce costs while driving output higher. While we expect the use of robots to grow over time and expand the number of applications, we thought […]

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China and Trade – It’s Complicated

China and Trade – It’s Complicated

On Monday, August 14th I spoke with David Asman and Melissa Francis, hosts of After the Bell on Fox Business, about the recent moves in the market and the discussions around trade relations with China. I pointed out that while trade is often discussed in the media as a transaction in which there is a […]

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China’s Growing List of Billionaires Fuel our Emerging Ultra-Wealthy Investing Theme

China’s Growing List of Billionaires Fuel our Emerging Ultra-Wealthy Investing Theme

Ask most people and they will likely think that China is one of the key countries fueling the Rise part of our Rise & Fall of the Middle Class investing theme. Given the population size and rising disposable incomes that’s rather true, but digging into things most are surprised to find that China is also […]

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