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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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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Amazon targets Medplus and two of our investing themes

Amazon targets Medplus and two of our investing themes

As we saw this past Prime Day 2018, Amazon is targeting international expansion of its Prime services. It’s also doing the same with its acquisition of online pharmacy as PillPack it looks to disrupt the pharmacy market, an event that we here at Tematica are anxiously awaiting. As Amazon builds on PillPack that acquisition should […]

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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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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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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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