Who is the largest, most successful emerging market? – Part 2
In part 1 we looked at demographics and gaining an appreciation for the next 4 drivers is crucial
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Who is the largest, most successful emerging market? – Part 1
Understanding disruption risk is one of the key drivers of avoiding underperforming businesses. This is critical in a
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Disruption Risk – Everywhere! Ignore at your peril
Understanding disruption risk is one of the key drivers of avoiding underperforming businesses. This is critical in a
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A massive Megatrend that’s only just beginning to reach into every part of our lives and industries
Is it all just technology hype? We are hearing a lot about Artificial Intelligence (AI) and the reality
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Beauty is in the eye of the investor!
Insync invested into Estēe Lauder 3 years ago. Why did we, how is this investment progressing and what
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A massive Megatrend that’s only just beginning to reach into every part of our lives and industries.
Is it all just technology hype? We are hearing a lot about Artificial Intelligence (AI) and the reality
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Internet of Things Global Megatrend – Worldwide technology spending on the Internet of Things is forecasted to reach $1.2 Trillion in 2022 currently growing at 3-4x global GDP
Steam engines, mass production, and Internet technology each brought epic revolution to business. Today we are in the
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Who needs kids when we have Fluffy & Rex, a US$125Bn growing Megatrend
Global pet care surpassed US$125 billion in 2018 (Euromonitor International). 73% of that was on pet food. What’s
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Walt Disney – Content and platform powerhouse in a highly disrupted media sector
The disrupter of Pay-Tv and TV, Netflix is itself now facing a serious disruptive threat. Its rise had
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Harley Davidson rides into a crowd of Millennials!
Harley Davidson, once a stock market darling and come-back king faces trouble ahead with hard-hitting consequences for its