Record $25 Billion on Alibaba’s Singles’ Day and Most was Mobile

Record $25 Billion on Alibaba’s Singles’ Day and Most was Mobile

Our Rise and Fall of The Middle Class investing theme was front and center as Alibaba’s Singles Day blew away Black Friday in the U.S., with about 90% of those sales done via mobile, illustrating the power of our Connected Society investing theme.

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Special Alert: Apple added to the Tematica Investing Select List

Special Alert: Apple added to the Tematica Investing Select List

Apple reports 3Q 2017 results this week. The focus will be on the company’s guidance not only on iPhone production commentary, but the timing around these models being launched in other markets. We see the Apple story far from over and are using this opportunity to make a move on the shares with an aggressive price target.

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Japan, China, and the U.S. working-age populations a headwind to global growth

Japan, China, and the U.S. working-age populations a headwind to global growth

A new report from Deloitte highlights one of the downsides of our Aging of the Population theme – the simple fact that economic growth is tied to the number of working-age people in a country’s population. Given prospects for a rising working population, India is widely expected to be the driver of global growth in […]

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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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