Address

Trinetra Investment Management LLP
7 Stratford Place
London  W1C 1AY

Phone

+44 20 3908 8900

Follow

  • Trinetra Investment LinkedIn
  • Trinetra Investment Twitter

© 2019 - Trinetra Investment Management
Trinetra Investment Management LLP is incorporated in England and Wales under company number OC415873 with registered address at
7 Stratford Place London W1C 1AY and is authorised and regulated by the Financial Conduct Authority (Firm reference number: 772919).  

The information displayed on this website is for eligible counterparties and professional clients only, and is not for retail clients.  The services described may not be available to you, or suitable for you. Nothing on this website or in any of the documents linked hereto constitutes investment advice, nor does it represent any offer to provide services to buy or sell securities of any kind.      Click to see our Privacy Notice.

Title

 

Theme(s)

 

Date

Publication

December 18, 2019

Immersions

Our 10 best quotes of 2019

Through the muck and the mire of 2019 one thing has remained constant; participants and purveyors in and around the financial planning industry have their own – often strong – opinions.....

                                                                             [Read more here]

September 4, 2019

Shifting Values

Robo-advice tools are becoming better at providing information to clients, so advisers will need to shift their focus towards values and understanding if they are to retain their relevance....

                                                                             [Read more here]

February 18, 2019

Risk

Assessing risk in stocks works much better with a methodology that uses a temporal perspective - imagine you have already failed, and ask yourself why.

                                                                             [Read more here]

November 6, 2018

Immersions

To many investors the term “emerging market economies” has connotations of high risks and volatility, but to Tassos Stassopolous they’re the source of valuable “deep ethnographic research”.                                                            [Read more here]

August 22, 2018

Shifting Values

 

A presentation given by Tassos at the Forum's Strategies Conference in Sydney.

                                                          [Read and watch more here]

August 15, 2018

Shifting Values

Tassos Stassopoulos says there was a defining moment in time – 7.30pm on February 14, 2009 – when he discovered that the investment approach he’d been using his entire life was flawed.

                                                                             [Read more here]

May 13, 2018

One Youth

 

Out of the office: Investor visits slums to track new world

                                                                             [Read more here]

October 16, 2017

Fintech

On January 13, 2018, the UK's big banks will be forced to show startups their most precious data. But is Open Banking too revolutionary for its own good?

                                                                             [Read more here]

January 5, 2016

Next Billion

Longevity

Women Efffect

Health & Wellness

Migration

Domestic consumption in emerging markets is estimated to grow from about US$12 trillion per year to US$53 trillion in 2035, making it one of the biggest investment opportunities....

                                                                             [Read more here]

December 3, 2015

Migration

At least part of the bump in Chinese consumer spending stems from discouraged workers returning to their smaller hometowns.

                                                                             [Read more here]

November 25, 2015

Fintech

While a handful of US banks are opening their software and data to outside applications, something much bolder is happening in Europe: governments are championing the practice....

                                                                             [Read more here]

September 21, 2015

Health & Wellness

Connecting the dots between disparate trends can help unearth surprising opportunities in emerging markets. In our view, the impact of infrastructure investment on healthcare is a little-known link with big implications.                      [Read more here]

September 7, 2015

Immersions

It's time to ditch emerging markets benchmarks

Investors who try to tap into emerging-market growth by building up stock portfolios that mirror benchmark indexes .... risk picking up old stories and missing out on future trends.

                                                                             [Read more here]

July 28, 2015

Next Billion

Fonds van de Week: Koelkast open en beleggen maar

Tassos Stassopoulos, belegger in opkomende landen, stak zijn neus in 300 koelkasten, in 13 landen.

                                                                             [Read more here]

April 30, 2015

Fintech

China emerges as a global innovator

Over many years, China has gained acclaim as the world’s manufacturing powerhouse. But today, innovation is flourishing in the world’s most populous nation, which is rapidly becoming a trendsetter with the potential to disrupt....  [Read more here]

March 27, 2015

Health & Wellness

Richer World:
The predictive powers of fridges

What's on your fridge shelf says more than you might think about you as a consumer.

                                                           [Read and watch more here]

February 26, 2015

Women Effect

Electricity in emerging markets brings power to women

What’s the connection between electricity and women? Electricity is an agent of empowerment, able to transform societies and economies in emerging markets.

                                                                             [Read more here]

January 30, 2015

Health & Wellness

Talking Business - BBC World Service:
 

A discussion with Linda Yueh on refrigeration in the developing world, and "fridgeonomics."

                                                           [Read and watch more here]

September 18, 2014

Longevity

Old age in EM is no treasure for investors

Rapidly ageing societies in developing countries represent important markets for consumer companies.

                                                                             [Read more here]

September 18, 2014

Next Billion

AIST - Australian Institute of Superannuation Trustees: Super Investment Conference 2014

Video Presentation:

What emerging market consumers will really buy?

                                                                             [Read more here]

June 17, 2014

Health & Wellness

Refrigerators in Emerging Markets Contain Cold, Hard Economic Data

The kitchen fridge, itself a marker of economic development, has the key ingredients to predict emerging-markets consumer trends.

                                                                             [Read more here]

May 31, 2014

Health & Wellness

Fridge ownership - Cool developments:
How chilled food is changing lives

Sheela Naik, who earns $80 a month as a housemaid on the outskirts of Goa, had to shop daily at market stalls and try to cook just the right amount for her household of ten each night.

                                                                             [Read more here]

April 16, 2014

Next Billion

Working Class key to EM Growth

There are 1bn working class consumers who ..... are of increasing importance to emerging markets growth.

                                                           [Read and watch more here]

April 8, 2014

Immersions

Exploding emerging market myths

Tassos Stassopoulos looks like any other emerging markets fund manager.....

                                                                             [Read more here]

April 2, 2014

Next Billion

Working class drive EM consumer growth

Consumer dynamics in emerging markets are often misunderstood.......... the working classes will be the real engines of consumer growth....

                                                                             [Read more here]

July 18, 2013

Immersions

Triangulating A Truer Course Through Emerging Markets

Traditional methods of filtering out consumer plays from emerging-market indices will concentrate undue attention on companies with entrenched market positions.....

                                                                             [Read more here]