Top 5 Global Trends
My Top Five Global Trends – the pillars of my investment thesis
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Middle Class is the King. Global economic liberalization is producing a growing middle class in many countries, with the power, and the desire, to spend
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Intelligent Consumer are reshaping the purchase patterns – consumers know what they want to buy, know how to research it, and know how to compare items, rate them and seek advice. Most businesses have failed to understand let alone embrace this and are clinging to the old ways of advertising and “monetizing”, up-selling, and cross selling consumers.
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Internet-based Networks are far more powerful than we can see now. This power should be measured not just in terms of revenue generation, but the value and the service they provide to the consumers. The new way to look at business model should be based on maximizing the consumer value, which as we have seen with search, leads to high revenue potential.
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All consumer Trend are Global, but they act Locally. From search to texting to e-commerce and blogging, consumers are adopting the same trends, but at different times and with different flavors, producing local winners.
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Make it Simple. The common-sense, easy to understand, and straight forward ( no fine lines, no hidden agenda, no free razors to sell the blades) is the model for today’s consumers. Most businesses still operate in yesterday’s paradigm and are doomed to die unless they transform.
